mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-20 06:40:31 +00:00
refactoring: migrating to react-query to manage service-side state.
This commit is contained in:
@@ -1,27 +1,23 @@
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import React, { useEffect, useCallback, useState } from 'react';
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import React, { useEffect, useState } from 'react';
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import { compose } from 'utils';
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import { useQuery } from 'react-query';
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import moment from 'moment';
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import { useIntl } from 'react-intl';
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import { queryCache } from 'react-query';
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import 'style/pages/FinancialStatements/BalanceSheet.scss';
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import BalanceSheetHeader from './BalanceSheetHeader';
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import BalanceSheetTable from './BalanceSheetTable';
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import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
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import DashboardInsider from 'components/Dashboard/DashboardInsider';
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import BalanceSheetActionsBar from './BalanceSheetActionsBar';
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import { FinancialStatement } from 'components';
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import withDashboardActions from 'containers/Dashboard/withDashboardActions';
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import withSettings from 'containers/Settings/withSettings';
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import withBalanceSheetActions from './withBalanceSheetActions';
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import withBalanceSheetDetail from './withBalanceSheetDetail';
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import { transformFilterFormToQuery } from 'containers/FinancialStatements/common';
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import { BalanceSheetProvider } from './BalanceSheetProvider';
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/**
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* Balance sheet.
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@@ -32,13 +28,6 @@ function BalanceSheet({
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setDashboardBackLink,
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setSidebarShrink,
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// #withBalanceSheetActions
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fetchBalanceSheet,
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refreshBalanceSheet,
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// #withBalanceSheetDetail
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balanceSheetRefresh,
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// #withPreferences
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organizationName,
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}) {
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@@ -51,26 +40,12 @@ function BalanceSheet({
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displayColumnsType: 'total',
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accountsFilter: 'all-accounts',
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});
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// Fetches the balance sheet.
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const fetchHook = useQuery(['balance-sheet', filter], (key, query) =>
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fetchBalanceSheet({
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...transformFilterFormToQuery(query),
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}),
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);
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useEffect(() => {
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setSidebarShrink();
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changePageTitle(formatMessage({ id: 'balance_sheet' }));
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}, [changePageTitle, formatMessage, setSidebarShrink]);
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// Observes the balance sheet refresh to invalid the query to refresh it.
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useEffect(() => {
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if (balanceSheetRefresh) {
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queryCache.invalidateQueries('balance-sheet');
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refreshBalanceSheet(false);
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}
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}, [balanceSheetRefresh, refreshBalanceSheet]);
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useEffect(() => {
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// Show the back link on dashboard topbar.
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setDashboardBackLink(true);
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@@ -89,7 +64,6 @@ function BalanceSheet({
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toDate: moment(filter.toDate).format('YYYY-MM-DD'),
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};
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setFilter({ ..._filter });
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refreshBalanceSheet(true);
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};
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const handleNumberFormatSubmit = (values) => {
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@@ -97,11 +71,10 @@ function BalanceSheet({
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...filter,
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numberFormat: values,
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});
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refreshBalanceSheet(true);
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};
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return (
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<DashboardInsider>
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<BalanceSheetProvider query={filter}>
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<BalanceSheetActionsBar
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numberFormat={filter.numberFormat}
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onNumberFormatSubmit={handleNumberFormatSubmit}
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@@ -117,16 +90,12 @@ function BalanceSheet({
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</div>
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</FinancialStatement>
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</DashboardPageContent>
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</DashboardInsider>
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</BalanceSheetProvider>
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);
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}
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export default compose(
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withDashboardActions,
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withBalanceSheetActions,
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withBalanceSheetDetail(({ balanceSheetRefresh }) => ({
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balanceSheetRefresh,
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})),
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withSettings(({ organizationSettings }) => ({
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organizationName: organizationSettings.name,
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})),
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@@ -18,32 +18,34 @@ import NumberFormatDropdown from 'components/NumberFormatDropdown';
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import { compose, saveInvoke } from 'utils';
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import withBalanceSheetDetail from './withBalanceSheetDetail';
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import withBalanceSheetActions from './withBalanceSheetActions';
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import { safeInvoke } from '@blueprintjs/core/lib/esm/common/utils';
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import { useBalanceSheetContext } from './BalanceSheetProvider';
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function BalanceSheetActionsBar({
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// #withBalanceSheetDetail
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balanceSheetFilter,
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balanceSheetLoading,
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// #withBalanceSheetActions
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toggleBalanceSheetFilter,
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refreshBalanceSheet,
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// #ownProps
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numberFormat,
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onNumberFormatSubmit,
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}) {
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const { isLoading, refetchBalanceSheet } = useBalanceSheetContext();
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// Handle filter toggle click.
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const handleFilterToggleClick = () => {
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toggleBalanceSheetFilter();
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};
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// Handle recalculate the report button.
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const handleRecalcReport = () => {
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refreshBalanceSheet(true);
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refetchBalanceSheet();
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};
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// Handle number format form submit.
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const handleNumberFormatSubmit = (values) => {
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safeInvoke(onNumberFormatSubmit, values);
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saveInvoke(onNumberFormatSubmit, values);
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};
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return (
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@@ -77,7 +79,7 @@ function BalanceSheetActionsBar({
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<NumberFormatDropdown
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numberFormat={numberFormat}
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onSubmit={handleNumberFormatSubmit}
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submitDisabled={balanceSheetLoading}
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submitDisabled={isLoading}
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/>
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}
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minimal={true}
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@@ -0,0 +1,27 @@
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import React, { createContext, useContext } from 'react';
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import DashboardInsider from 'components/Dashboard/DashboardInsider';
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import { useBalanceSheet } from 'hooks/query';
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import { transformFilterFormToQuery } from '../common';
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const BalanceSheetContext = createContext();
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function BalanceSheetProvider({ query, ...props }) {
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const { data: balanceSheet, isFetching, refetch } = useBalanceSheet({
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...transformFilterFormToQuery(query),
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});
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const provider = {
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balanceSheet,
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isLoading: isFetching,
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refetchBalanceSheet: refetch
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};
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return (
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<DashboardInsider name={'balance-sheet'}>
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<BalanceSheetContext.Provider value={provider} {...props} />
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</DashboardInsider>
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);
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}
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const useBalanceSheetContext = () => useContext(BalanceSheetContext);
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export { BalanceSheetProvider, useBalanceSheetContext };
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@@ -5,27 +5,26 @@ import classNames from 'classnames';
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import FinancialSheet from 'components/FinancialSheet';
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import DataTable from 'components/DataTable';
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import { CellTextSpan } from 'components/Datatable/Cells';
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import { useBalanceSheetContext } from './BalanceSheetProvider';
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import withBalanceSheetDetail from './withBalanceSheetDetail';
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import { compose, defaultExpanderReducer, getColumnWidth } from 'utils';
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import { defaultExpanderReducer, getColumnWidth } from 'utils';
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/**
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* Balance sheet table.
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*/
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function BalanceSheetTable({
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// #withBalanceSheetDetail
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balanceSheetTableRows,
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balanceSheetColumns,
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balanceSheetQuery,
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balanceSheetLoading,
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export default function BalanceSheetTable({
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// #ownProps
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companyName,
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}) {
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const { formatMessage } = useIntl();
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const columns = useMemo(
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// Balance sheet context.
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const {
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balanceSheet: { tableRows, columns, query },
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isLoading,
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} = useBalanceSheetContext();
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const tableColumns = useMemo(
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() => [
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{
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Header: formatMessage({ id: 'account_name' }),
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@@ -34,7 +33,7 @@ function BalanceSheetTable({
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textOverview: true,
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width: 240,
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},
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...(balanceSheetQuery.display_columns_type === 'total'
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...(query.display_columns_type === 'total'
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? [
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{
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Header: formatMessage({ id: 'total' }),
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@@ -45,29 +44,26 @@ function BalanceSheetTable({
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},
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]
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: []),
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...(balanceSheetQuery.display_columns_type === 'date_periods'
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? balanceSheetColumns.map((column, index) => ({
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...(query.display_columns_type === 'date_periods'
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? columns.map((column, index) => ({
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id: `date_period_${index}`,
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Header: column,
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Cell: CellTextSpan,
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accessor: `total_periods[${index}].formatted_amount`,
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className: classNames('total-period', `total-periods-${index}`),
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width: getColumnWidth(
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balanceSheetTableRows,
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tableRows,
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`total_periods.${index}.formatted_amount`,
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{ minWidth: 100 },
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),
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}))
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: []),
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],
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[balanceSheetQuery, balanceSheetColumns, balanceSheetTableRows, formatMessage],
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[query, columns, tableRows, formatMessage],
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);
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// Calculates the default expanded rows of balance sheet table.
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const expandedRows = useMemo(
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() => defaultExpanderReducer(balanceSheetTableRows, 4),
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[balanceSheetTableRows],
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);
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const expandedRows = useMemo(() => defaultExpanderReducer(tableRows, 4), [tableRows]);
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const rowClassNames = useCallback((row) => {
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const { original } = row;
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@@ -88,15 +84,15 @@ function BalanceSheetTable({
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name="balance-sheet"
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companyName={companyName}
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sheetType={formatMessage({ id: 'balance_sheet' })}
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fromDate={balanceSheetQuery.from_date}
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toDate={balanceSheetQuery.to_date}
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basis={balanceSheetQuery.basis}
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loading={balanceSheetLoading}
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fromDate={query.from_date}
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toDate={query.to_date}
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basis={query.basis}
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loading={isLoading}
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>
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<DataTable
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className="bigcapital-datatable--financial-report"
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columns={columns}
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data={balanceSheetTableRows}
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columns={tableColumns}
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data={tableRows}
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rowClassNames={rowClassNames}
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noInitialFetch={true}
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expandable={true}
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@@ -108,19 +104,3 @@ function BalanceSheetTable({
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</FinancialSheet>
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);
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}
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export default compose(
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withBalanceSheetDetail(
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({
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balanceSheetTableRows,
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balanceSheetColumns,
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balanceSheetQuery,
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balanceSheetLoading,
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}) => ({
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balanceSheetTableRows,
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balanceSheetColumns,
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balanceSheetQuery,
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balanceSheetLoading,
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}),
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),
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)(BalanceSheetTable);
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@@ -1,15 +1,15 @@
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import React, { useEffect, useCallback, useState } from 'react';
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import moment from 'moment';
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import { useQuery } from 'react-query';
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import { useIntl } from 'react-intl';
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import { queryCache } from 'react-query';
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import GeneralLedgerTable from 'containers/FinancialStatements/GeneralLedger/GeneralLedgerTable';
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import 'style/pages/FinancialStatements/GeneralLedger.scss';
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import GeneralLedgerTable from './GeneralLedgerTable';
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import GeneralLedgerHeader from './GeneralLedgerHeader';
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import DashboardInsider from 'components/Dashboard/DashboardInsider';
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import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
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import GeneralLedgerActionsBar from './GeneralLedgerActionsBar';
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import { GeneralLedgerProvider } from './GeneralLedgerProvider';
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import withGeneralLedgerActions from './withGeneralLedgerActions';
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import withDashboardActions from 'containers/Dashboard/withDashboardActions';
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@@ -19,9 +19,6 @@ import withSettings from 'containers/Settings/withSettings';
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import { compose } from 'utils';
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import { transformFilterFormToQuery } from 'containers/FinancialStatements/common';
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import withGeneralLedger from './withGeneralLedger';
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import 'style/pages/FinancialStatements/GeneralLedger.scss';
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/**
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* General Ledger (GL) sheet.
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@@ -32,15 +29,8 @@ function GeneralLedger({
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setDashboardBackLink,
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// #withGeneralLedgerActions
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fetchGeneralLedger,
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refreshGeneralLedgerSheet,
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// #withAccountsActions
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requestFetchAccounts,
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// #withGeneralLedger
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generalLedgerSheetRefresh,
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// #withSettings
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organizationName,
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}) {
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@@ -66,24 +56,7 @@ function GeneralLedger({
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setDashboardBackLink(false);
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};
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});
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// Observes the GL sheet refresh to invalid the query to refresh it.
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useEffect(() => {
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if (generalLedgerSheetRefresh) {
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queryCache.invalidateQueries('general-ledger');
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refreshGeneralLedgerSheet(false);
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}
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}, [generalLedgerSheetRefresh, refreshGeneralLedgerSheet]);
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// Fetches accounts list.
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const fetchAccounts = useQuery(['accounts-list'], () =>
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requestFetchAccounts(),
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);
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// Fetches the general ledger sheet.
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const fetchSheet = useQuery(['general-ledger', filter], (key, q) =>
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fetchGeneralLedger({ ...transformFilterFormToQuery(q) }),
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);
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// Handle financial statement filter change.
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const handleFilterSubmit = useCallback(
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(filter) => {
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@@ -99,7 +72,7 @@ function GeneralLedger({
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);
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return (
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<DashboardInsider>
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<GeneralLedgerProvider query={filter}>
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<GeneralLedgerActionsBar />
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<DashboardPageContent>
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@@ -117,7 +90,7 @@ function GeneralLedger({
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</div>
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</div>
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</DashboardPageContent>
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</DashboardInsider>
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</GeneralLedgerProvider>
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);
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}
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@@ -125,9 +98,6 @@ export default compose(
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withGeneralLedgerActions,
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withDashboardActions,
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withAccountsActions,
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withGeneralLedger(({ generalLedgerSheetRefresh }) => ({
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generalLedgerSheetRefresh,
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})),
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withSettings(({ organizationSettings }) => ({
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organizationName: organizationSettings.name,
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})),
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@@ -18,6 +18,7 @@ import withGeneralLedger from './withGeneralLedger';
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import withGeneralLedgerActions from './withGeneralLedgerActions';
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import { compose } from 'utils';
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import { useGeneralLedgerContext } from './GeneralLedgerProvider';
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/**
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* General ledger - Actions bar.
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@@ -28,15 +29,17 @@ function GeneralLedgerActionsBar({
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// #withGeneralLedgerActions
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toggleGeneralLedgerSheetFilter,
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refreshGeneralLedgerSheet,
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}) {
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const { sheetRefresh } = useGeneralLedgerContext();
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// Handle customize button click.
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const handleCustomizeClick = () => {
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toggleGeneralLedgerSheetFilter();
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};
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|
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// Handle re-calculate button click.
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const handleRecalcReport = () => {
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refreshGeneralLedgerSheet(true);
|
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sheetRefresh();
|
||||
};
|
||||
|
||||
return (
|
||||
|
||||
@@ -0,0 +1,32 @@
|
||||
import React, { createContext, useContext } from 'react';
|
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import DashboardInsider from 'components/Dashboard/DashboardInsider';
|
||||
import { useGeneralLedgerSheet, useAccounts } from 'hooks/query';
|
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import { transformFilterFormToQuery } from '../common';
|
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const GeneralLedgerContext = createContext();
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||||
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||||
function GeneralLedgerProvider({ query, ...props }) {
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const { data: generalLedger, isFetching, refetch } = useGeneralLedgerSheet({
|
||||
...transformFilterFormToQuery(query),
|
||||
});
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||||
|
||||
// Accounts list.
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||||
const { data: accounts, isFetching: isAccountsLoading } = useAccounts();
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||||
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const provider = {
|
||||
generalLedger,
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accounts,
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||||
sheetRefresh: refetch,
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isSheetLoading: isFetching,
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||||
isAccountsLoading,
|
||||
};
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||||
return (
|
||||
<DashboardInsider name={'general-ledger-sheet'}>
|
||||
<GeneralLedgerContext.Provider value={provider} {...props} />
|
||||
</DashboardInsider>
|
||||
);
|
||||
}
|
||||
|
||||
const useGeneralLedgerContext = () => useContext(GeneralLedgerContext);
|
||||
|
||||
export { GeneralLedgerProvider, useGeneralLedgerContext };
|
||||
@@ -1,31 +1,28 @@
|
||||
import React, { useCallback, useMemo } from 'react';
|
||||
import moment from 'moment';
|
||||
import { defaultExpanderReducer, compose } from 'utils';
|
||||
import React, { useMemo } from 'react';
|
||||
|
||||
import { defaultExpanderReducer } from 'utils';
|
||||
import { useIntl } from 'react-intl';
|
||||
|
||||
import FinancialSheet from 'components/FinancialSheet';
|
||||
import DataTable from 'components/DataTable';
|
||||
import Money from 'components/Money';
|
||||
|
||||
import withGeneralLedger from './withGeneralLedger';
|
||||
import { getForceWidth, getColumnWidth } from 'utils';
|
||||
import { useGeneralLedgerContext } from './GeneralLedgerProvider';
|
||||
|
||||
const ROW_TYPE = {
|
||||
CLOSING_BALANCE: 'closing_balance',
|
||||
OPENING_BALANCE: 'opening_balance',
|
||||
ACCOUNT: 'account_name',
|
||||
TRANSACTION: 'transaction',
|
||||
};
|
||||
|
||||
function GeneralLedgerTable({
|
||||
/**
|
||||
* General ledger table.
|
||||
*/
|
||||
export default function GeneralLedgerTable({
|
||||
companyName,
|
||||
|
||||
generalLedgerSheetLoading,
|
||||
generalLedgerTableRows,
|
||||
generalLedgerQuery,
|
||||
}) {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
// General ledger context.
|
||||
const {
|
||||
generalLedger: { tableRows, query },
|
||||
isSheetLoading
|
||||
} = useGeneralLedgerContext();
|
||||
|
||||
const columns = useMemo(
|
||||
() => [
|
||||
{
|
||||
@@ -75,7 +72,7 @@ function GeneralLedgerTable({
|
||||
Header: formatMessage({ id: 'credit' }),
|
||||
accessor: 'formatted_credit',
|
||||
className: 'credit',
|
||||
width: getColumnWidth(generalLedgerTableRows, 'formatted_credit', {
|
||||
width: getColumnWidth(tableRows, 'formatted_credit', {
|
||||
minWidth: 100,
|
||||
magicSpacing: 10,
|
||||
}),
|
||||
@@ -84,7 +81,7 @@ function GeneralLedgerTable({
|
||||
Header: formatMessage({ id: 'debit' }),
|
||||
accessor: 'formatted_debit',
|
||||
className: 'debit',
|
||||
width: getColumnWidth(generalLedgerTableRows, 'formatted_debit', {
|
||||
width: getColumnWidth(tableRows, 'formatted_debit', {
|
||||
minWidth: 100,
|
||||
magicSpacing: 10,
|
||||
}),
|
||||
@@ -93,7 +90,7 @@ function GeneralLedgerTable({
|
||||
Header: formatMessage({ id: 'amount' }),
|
||||
accessor: 'formatted_amount',
|
||||
className: 'amount',
|
||||
width: getColumnWidth(generalLedgerTableRows, 'formatted_amount', {
|
||||
width: getColumnWidth(tableRows, 'formatted_amount', {
|
||||
minWidth: 100,
|
||||
magicSpacing: 10,
|
||||
}),
|
||||
@@ -102,19 +99,19 @@ function GeneralLedgerTable({
|
||||
Header: formatMessage({ id: 'running_balance' }),
|
||||
accessor: 'formatted_running_balance',
|
||||
className: 'running_balance',
|
||||
width: getColumnWidth(generalLedgerTableRows, 'formatted_running_balance', {
|
||||
width: getColumnWidth(tableRows, 'formatted_running_balance', {
|
||||
minWidth: 100,
|
||||
magicSpacing: 10,
|
||||
}),
|
||||
},
|
||||
],
|
||||
[formatMessage, generalLedgerTableRows],
|
||||
[formatMessage, tableRows],
|
||||
);
|
||||
|
||||
// Default expanded rows of general ledger table.
|
||||
const expandedRows = useMemo(
|
||||
() => defaultExpanderReducer(generalLedgerTableRows, 1),
|
||||
[generalLedgerTableRows],
|
||||
() => defaultExpanderReducer(tableRows, 1),
|
||||
[tableRows],
|
||||
);
|
||||
|
||||
const rowClassNames = (row) => [`row-type--${row.original.rowType}`];
|
||||
@@ -123,10 +120,10 @@ function GeneralLedgerTable({
|
||||
<FinancialSheet
|
||||
companyName={companyName}
|
||||
sheetType={formatMessage({ id: 'general_ledger_sheet' })}
|
||||
fromDate={generalLedgerQuery.from_date}
|
||||
toDate={generalLedgerQuery.to_date}
|
||||
fromDate={query.from_date}
|
||||
toDate={query.to_date}
|
||||
name="general-ledger"
|
||||
loading={generalLedgerSheetLoading}
|
||||
loading={isSheetLoading}
|
||||
fullWidth={true}
|
||||
>
|
||||
<DataTable
|
||||
@@ -135,7 +132,7 @@ function GeneralLedgerTable({
|
||||
id: 'this_report_does_not_contain_any_data_between_date_period',
|
||||
})}
|
||||
columns={columns}
|
||||
data={generalLedgerTableRows}
|
||||
data={tableRows}
|
||||
rowClassNames={rowClassNames}
|
||||
expanded={expandedRows}
|
||||
virtualizedRows={true}
|
||||
@@ -147,18 +144,4 @@ function GeneralLedgerTable({
|
||||
/>
|
||||
</FinancialSheet>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withGeneralLedger(
|
||||
({
|
||||
generalLedgerTableRows,
|
||||
generalLedgerSheetLoading,
|
||||
generalLedgerQuery,
|
||||
}) => ({
|
||||
generalLedgerTableRows,
|
||||
generalLedgerSheetLoading,
|
||||
generalLedgerQuery,
|
||||
}),
|
||||
),
|
||||
)(GeneralLedgerTable);
|
||||
}
|
||||
@@ -1,8 +1,6 @@
|
||||
import React, { useState, useCallback, useEffect } from 'react';
|
||||
import { useQuery } from 'react-query';
|
||||
import moment from 'moment';
|
||||
import { useIntl } from 'react-intl';
|
||||
import { queryCache } from 'react-query';
|
||||
|
||||
import { compose } from 'utils';
|
||||
import JournalTable from './JournalTable';
|
||||
@@ -10,9 +8,9 @@ import JournalTable from './JournalTable';
|
||||
import JournalHeader from './JournalHeader';
|
||||
import JournalActionsBar from './JournalActionsBar';
|
||||
import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
|
||||
import DashboardInsider from 'components/Dashboard/DashboardInsider';
|
||||
import withSettings from 'containers/Settings/withSettings';
|
||||
import { JournalSheetProvider } from './JournalProvider';
|
||||
|
||||
import withSettings from 'containers/Settings/withSettings';
|
||||
import withDashboardActions from 'containers/Dashboard/withDashboardActions';
|
||||
import withJournalActions from './withJournalActions';
|
||||
import withJournal from './withJournal';
|
||||
@@ -21,14 +19,10 @@ import { transformFilterFormToQuery } from 'containers/FinancialStatements/commo
|
||||
|
||||
import 'style/pages/FinancialStatements/Journal.scss';
|
||||
|
||||
/**
|
||||
* Journal sheet.
|
||||
*/
|
||||
function Journal({
|
||||
// #withJournalActions
|
||||
requestFetchJournalSheet,
|
||||
refreshJournalSheet,
|
||||
|
||||
// #withJournal
|
||||
journalSheetRefresh,
|
||||
|
||||
// #withDashboardActions
|
||||
changePageTitle,
|
||||
setDashboardBackLink,
|
||||
@@ -44,12 +38,6 @@ function Journal({
|
||||
});
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
const fetchJournalSheet = useQuery(['journal-sheet', filter], (key, query) =>
|
||||
requestFetchJournalSheet({
|
||||
...transformFilterFormToQuery(filter),
|
||||
}),
|
||||
);
|
||||
|
||||
useEffect(() => {
|
||||
changePageTitle(formatMessage({ id: 'journal_sheet' }));
|
||||
}, [changePageTitle, formatMessage]);
|
||||
@@ -65,13 +53,6 @@ function Journal({
|
||||
};
|
||||
}, [setDashboardBackLink, setSidebarShrink]);
|
||||
|
||||
useEffect(() => {
|
||||
if (journalSheetRefresh) {
|
||||
queryCache.invalidateQueries('journal-sheet');
|
||||
refreshJournalSheet(false);
|
||||
}
|
||||
}, [journalSheetRefresh, refreshJournalSheet]);
|
||||
|
||||
// Handle financial statement filter change.
|
||||
const handleFilterSubmit = useCallback(
|
||||
(filter) => {
|
||||
@@ -81,12 +62,12 @@ function Journal({
|
||||
toDate: moment(filter.toDate).format('YYYY-MM-DD'),
|
||||
};
|
||||
setFilter(_filter);
|
||||
queryCache.invalidateQueries('journal-sheet');
|
||||
},
|
||||
[setFilter],
|
||||
);
|
||||
|
||||
return (
|
||||
<DashboardInsider>
|
||||
<JournalSheetProvider query={filter}>
|
||||
<JournalActionsBar />
|
||||
|
||||
<DashboardPageContent>
|
||||
@@ -95,7 +76,6 @@ function Journal({
|
||||
onSubmitFilter={handleFilterSubmit}
|
||||
pageFilter={filter}
|
||||
/>
|
||||
|
||||
<div class="financial-statement__body">
|
||||
<JournalTable
|
||||
companyName={organizationName}
|
||||
@@ -104,7 +84,7 @@ function Journal({
|
||||
</div>
|
||||
</div>
|
||||
</DashboardPageContent>
|
||||
</DashboardInsider>
|
||||
</JournalSheetProvider>
|
||||
);
|
||||
}
|
||||
|
||||
|
||||
@@ -17,6 +17,7 @@ import withJournalActions from './withJournalActions';
|
||||
import withJournal from './withJournal';
|
||||
|
||||
import { compose } from 'utils';
|
||||
import { useJournalSheetContext } from './JournalProvider';
|
||||
|
||||
/**
|
||||
* Journal sheeet - Actions bar.
|
||||
@@ -27,14 +28,17 @@ function JournalActionsBar({
|
||||
|
||||
// #withJournalActions
|
||||
toggleJournalSheetFilter,
|
||||
refreshJournalSheet,
|
||||
}) {
|
||||
const { refetchSheet } = useJournalSheetContext();
|
||||
|
||||
// Handle filter toggle click.
|
||||
const handleFilterToggleClick = () => {
|
||||
toggleJournalSheetFilter();
|
||||
};
|
||||
|
||||
// Handle re-calc the report.
|
||||
const handleRecalcReport = () => {
|
||||
refreshJournalSheet(true);
|
||||
refetchSheet();
|
||||
};
|
||||
|
||||
return (
|
||||
|
||||
@@ -0,0 +1,31 @@
|
||||
import React, { createContext, useContext } from 'react';
|
||||
import DashboardInsider from 'components/Dashboard/DashboardInsider';
|
||||
import { useJournalSheet } from 'hooks/query';
|
||||
import { transformFilterFormToQuery } from '../common';
|
||||
|
||||
const JournalSheetContext = createContext();
|
||||
|
||||
/**
|
||||
* Journal sheet provider.
|
||||
*/
|
||||
function JournalSheetProvider({ query, ...props }) {
|
||||
const { data: journalSheet, isFetching, refetch } = useJournalSheet({
|
||||
...transformFilterFormToQuery(query)
|
||||
});
|
||||
|
||||
const provider = {
|
||||
journalSheet,
|
||||
isLoading: isFetching,
|
||||
refetchSheet: refetch
|
||||
};
|
||||
|
||||
return (
|
||||
<DashboardInsider name={'balance-sheet'}>
|
||||
<JournalSheetContext.Provider value={provider} {...props} />
|
||||
</DashboardInsider>
|
||||
);
|
||||
}
|
||||
|
||||
const useJournalSheetContext = () => useContext(JournalSheetContext);
|
||||
|
||||
export { JournalSheetProvider, useJournalSheetContext };
|
||||
@@ -4,24 +4,23 @@ import { useIntl } from 'react-intl';
|
||||
|
||||
import FinancialSheet from 'components/FinancialSheet';
|
||||
import DataTable from 'components/DataTable';
|
||||
import Money from 'components/Money';
|
||||
import { useJournalSheetContext } from './JournalProvider';
|
||||
|
||||
import withJournal from './withJournal';
|
||||
|
||||
import { compose, defaultExpanderReducer, getForceWidth } from 'utils';
|
||||
|
||||
function JournalSheetTable({
|
||||
// #withJournal
|
||||
journalSheetTableRows,
|
||||
journalSheetLoading,
|
||||
journalSheetQuery,
|
||||
import { defaultExpanderReducer, getForceWidth } from 'utils';
|
||||
|
||||
export default function JournalSheetTable({
|
||||
// #ownProps
|
||||
onFetchData,
|
||||
companyName,
|
||||
}) {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
// Journal sheet context.
|
||||
const {
|
||||
journalSheet: { tableRows, query },
|
||||
isLoading
|
||||
} = useJournalSheetContext();
|
||||
|
||||
const columns = useMemo(
|
||||
() => [
|
||||
{
|
||||
@@ -101,17 +100,17 @@ function JournalSheetTable({
|
||||
<FinancialSheet
|
||||
companyName={companyName}
|
||||
sheetType={formatMessage({ id: 'journal_sheet' })}
|
||||
fromDate={journalSheetQuery.from_date}
|
||||
toDate={journalSheetQuery.to_date}
|
||||
fromDate={query.from_date}
|
||||
toDate={query.to_date}
|
||||
name="journal"
|
||||
loading={journalSheetLoading}
|
||||
loading={isLoading}
|
||||
// minimal={true}
|
||||
fullWidth={true}
|
||||
>
|
||||
<DataTable
|
||||
className="bigcapital-datatable--financial-report"
|
||||
columns={columns}
|
||||
data={journalSheetTableRows}
|
||||
data={tableRows}
|
||||
rowClassNames={rowClassNames}
|
||||
onFetchData={handleFetchData}
|
||||
noResults={formatMessage({
|
||||
@@ -122,14 +121,4 @@ function JournalSheetTable({
|
||||
/>
|
||||
</FinancialSheet>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withJournal(
|
||||
({ journalSheetTableRows, journalSheetLoading, journalSheetQuery }) => ({
|
||||
journalSheetTableRows,
|
||||
journalSheetLoading,
|
||||
journalSheetQuery,
|
||||
}),
|
||||
),
|
||||
)(JournalSheetTable);
|
||||
}
|
||||
@@ -19,26 +19,30 @@ import withProfitLossActions from './withProfitLossActions';
|
||||
import withProfitLoss from './withProfitLoss';
|
||||
|
||||
import { compose, saveInvoke } from 'utils';
|
||||
import { useProfitLossSheetContext } from './ProfitLossProvider';
|
||||
|
||||
/**
|
||||
* Profit/Loss sheet actions bar.
|
||||
*/
|
||||
function ProfitLossActionsBar({
|
||||
// #withProfitLoss
|
||||
profitLossSheetFilter,
|
||||
profitLossSheetLoading,
|
||||
|
||||
// #withProfitLossActions
|
||||
toggleProfitLossSheetFilter,
|
||||
refreshProfitLossSheet,
|
||||
|
||||
// #ownProps
|
||||
numberFormat,
|
||||
onNumberFormatSubmit,
|
||||
}) {
|
||||
const { sheetRefetch, isLoading } = useProfitLossSheetContext();
|
||||
|
||||
const handleFilterClick = () => {
|
||||
toggleProfitLossSheetFilter();
|
||||
};
|
||||
|
||||
const handleRecalcReport = () => {
|
||||
refreshProfitLossSheet(true);
|
||||
sheetRefetch();
|
||||
};
|
||||
// Handle number format submit.
|
||||
const handleNumberFormatSubmit = (values) => {
|
||||
@@ -76,7 +80,7 @@ function ProfitLossActionsBar({
|
||||
<NumberFormatDropdown
|
||||
numberFormat={numberFormat}
|
||||
onSubmit={handleNumberFormatSubmit}
|
||||
submitDisabled={profitLossSheetLoading}
|
||||
submitDisabled={isLoading}
|
||||
/>
|
||||
}
|
||||
minimal={true}
|
||||
|
||||
@@ -0,0 +1,28 @@
|
||||
import React, { createContext, useContext } from 'react';
|
||||
import DashboardInsider from 'components/Dashboard/DashboardInsider';
|
||||
import { useProfitLossSheet } from 'hooks/query';
|
||||
import { transformFilterFormToQuery } from '../common';
|
||||
|
||||
const ProfitLossSheetContext = createContext();
|
||||
|
||||
function ProfitLossSheetProvider({ query, ...props }) {
|
||||
const { data: profitLossSheet, isFetching, refetch } = useProfitLossSheet({
|
||||
...transformFilterFormToQuery(query),
|
||||
});
|
||||
|
||||
const provider = {
|
||||
profitLossSheet,
|
||||
isLoading: isFetching,
|
||||
sheetRefetch: refetch,
|
||||
};
|
||||
|
||||
return (
|
||||
<DashboardInsider>
|
||||
<ProfitLossSheetContext.Provider value={provider} {...props} />
|
||||
</DashboardInsider>
|
||||
);
|
||||
}
|
||||
|
||||
const useProfitLossSheetContext = () => useContext(ProfitLossSheetContext);
|
||||
|
||||
export { useProfitLossSheetContext, ProfitLossSheetProvider };
|
||||
@@ -1,25 +1,20 @@
|
||||
import React, {useState, useCallback, useEffect} from 'react';
|
||||
import React, { useState, useEffect } from 'react';
|
||||
import moment from 'moment';
|
||||
import {compose} from 'utils';
|
||||
import { useQuery } from 'react-query';
|
||||
import { compose } from 'utils';
|
||||
import { useIntl } from 'react-intl';
|
||||
import { queryCache } from 'react-query';
|
||||
|
||||
import ProfitLossSheetHeader from './ProfitLossSheetHeader';
|
||||
import ProfitLossSheetTable from './ProfitLossSheetTable';
|
||||
import ProfitLossActionsBar from './ProfitLossActionsBar';
|
||||
|
||||
import DashboardInsider from 'components/Dashboard/DashboardInsider'
|
||||
import DashboardPageContent from 'components/Dashboard/DashboardPageContent'
|
||||
import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
|
||||
|
||||
import withDashboardActions from 'containers/Dashboard/withDashboardActions';
|
||||
import withProfitLossActions from './withProfitLossActions';
|
||||
import withProfitLoss from './withProfitLoss';
|
||||
import withSettings from 'containers/Settings/withSettings';
|
||||
|
||||
import { transformFilterFormToQuery } from 'containers/FinancialStatements/common';
|
||||
|
||||
import 'style/pages/FinancialStatements/ProfitLossSheet.scss';
|
||||
import { ProfitLossSheetProvider } from './ProfitLossProvider';
|
||||
|
||||
/**
|
||||
* Profit/Loss financial statement sheet.
|
||||
@@ -29,13 +24,6 @@ function ProfitLossSheet({
|
||||
changePageTitle,
|
||||
setDashboardBackLink,
|
||||
setSidebarShrink,
|
||||
|
||||
// #withProfitLoss
|
||||
profitLossSheetRefresh,
|
||||
|
||||
// #withProfitLossActions
|
||||
fetchProfitLossSheet,
|
||||
refreshProfitLossSheet,
|
||||
|
||||
// #withPreferences
|
||||
organizationName,
|
||||
@@ -54,16 +42,8 @@ function ProfitLossSheet({
|
||||
changePageTitle(formatMessage({ id: 'profit_loss_sheet' }));
|
||||
}, [changePageTitle, formatMessage]);
|
||||
|
||||
// Observes the P&L sheet refresh to invalid the query to refresh it.
|
||||
useEffect(() => {
|
||||
if (profitLossSheetRefresh) {
|
||||
refreshProfitLossSheet(false);
|
||||
queryCache.invalidateQueries('profit-loss-sheet');
|
||||
}
|
||||
}, [profitLossSheetRefresh, refreshProfitLossSheet]);
|
||||
|
||||
useEffect(() => {
|
||||
setSidebarShrink()
|
||||
setSidebarShrink();
|
||||
// Show the back link on dashboard topbar.
|
||||
setDashboardBackLink(true);
|
||||
|
||||
@@ -71,12 +51,7 @@ function ProfitLossSheet({
|
||||
// Hide the back link on dashboard topbar.
|
||||
setDashboardBackLink(false);
|
||||
};
|
||||
},[setDashboardBackLink,setSidebarShrink]);
|
||||
|
||||
// Fetches profit/loss sheet.
|
||||
const fetchSheetHook = useQuery(['profit-loss-sheet', filter],
|
||||
(key, query) => fetchProfitLossSheet({ ...transformFilterFormToQuery(query) }),
|
||||
{ manual: true });
|
||||
}, [setDashboardBackLink, setSidebarShrink]);
|
||||
|
||||
// Handle submit filter.
|
||||
const handleSubmitFilter = (filter) => {
|
||||
@@ -87,6 +62,7 @@ function ProfitLossSheet({
|
||||
};
|
||||
setFilter(_filter);
|
||||
};
|
||||
|
||||
// Handle number format submit.
|
||||
const handleNumberFormatSubmit = (numberFormat) => {
|
||||
setFilter({
|
||||
@@ -96,34 +72,34 @@ function ProfitLossSheet({
|
||||
};
|
||||
|
||||
return (
|
||||
<DashboardInsider>
|
||||
<ProfitLossSheetProvider query={filter}>
|
||||
<ProfitLossActionsBar
|
||||
numberFormat={filter.numberFormat}
|
||||
onNumberFormatSubmit={handleNumberFormatSubmit}
|
||||
/>
|
||||
|
||||
|
||||
<DashboardPageContent>
|
||||
<div class="financial-statement">
|
||||
<ProfitLossSheetHeader
|
||||
pageFilter={filter}
|
||||
onSubmitFilter={handleSubmitFilter} />
|
||||
onSubmitFilter={handleSubmitFilter}
|
||||
/>
|
||||
|
||||
<div class="financial-statement__body">
|
||||
<ProfitLossSheetTable
|
||||
companyName={organizationName}
|
||||
profitLossQuery={filter} />
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
</DashboardPageContent>
|
||||
</DashboardInsider>
|
||||
</ProfitLossSheetProvider>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withDashboardActions,
|
||||
withProfitLossActions,
|
||||
withProfitLoss(({ profitLossSheetRefresh }) => ({ profitLossSheetRefresh })),
|
||||
withSettings(({ organizationSettings }) => ({
|
||||
organizationName: organizationSettings.name,
|
||||
})),
|
||||
)(ProfitLossSheet);
|
||||
)(ProfitLossSheet);
|
||||
|
||||
@@ -5,22 +5,22 @@ import FinancialSheet from 'components/FinancialSheet';
|
||||
import DataTable from 'components/DataTable';
|
||||
import { CellTextSpan } from 'components/Datatable/Cells';
|
||||
|
||||
import { compose, defaultExpanderReducer, getColumnWidth } from 'utils';
|
||||
import withProfitLossDetail from './withProfitLoss';
|
||||
|
||||
function ProfitLossSheetTable({
|
||||
// #withProfitLoss
|
||||
profitLossTableRows,
|
||||
profitLossQuery,
|
||||
profitLossColumns,
|
||||
profitLossSheetLoading,
|
||||
import { defaultExpanderReducer, getColumnWidth } from 'utils';
|
||||
import { useProfitLossSheetContext } from './ProfitLossProvider';
|
||||
|
||||
export default function ProfitLossSheetTable({
|
||||
// #ownProps
|
||||
companyName,
|
||||
}) {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
const columns = useMemo(
|
||||
// Profit/Loss sheet context.
|
||||
const {
|
||||
profitLossSheet: { tableRows, query, columns },
|
||||
isLoading
|
||||
} = useProfitLossSheetContext();
|
||||
|
||||
const tableColumns = useMemo(
|
||||
() => [
|
||||
{
|
||||
Header: formatMessage({ id: 'account' }),
|
||||
@@ -29,7 +29,7 @@ function ProfitLossSheetTable({
|
||||
textOverview: true,
|
||||
width: 240,
|
||||
},
|
||||
...(profitLossQuery.display_columns_type === 'total'
|
||||
...(query.display_columns_type === 'total'
|
||||
? [
|
||||
{
|
||||
Header: formatMessage({ id: 'total' }),
|
||||
@@ -40,14 +40,14 @@ function ProfitLossSheetTable({
|
||||
},
|
||||
]
|
||||
: []),
|
||||
...(profitLossQuery.display_columns_type === 'date_periods'
|
||||
? profitLossColumns.map((column, index) => ({
|
||||
...(query.display_columns_type === 'date_periods'
|
||||
? columns.map((column, index) => ({
|
||||
id: `date_period_${index}`,
|
||||
Header: column,
|
||||
Cell: CellTextSpan,
|
||||
accessor: `total_periods[${index}].formatted_amount`,
|
||||
width: getColumnWidth(
|
||||
profitLossTableRows,
|
||||
tableRows,
|
||||
`total_periods.${index}.formatted_amount`,
|
||||
{ minWidth: 100 },
|
||||
),
|
||||
@@ -56,17 +56,17 @@ function ProfitLossSheetTable({
|
||||
: []),
|
||||
],
|
||||
[
|
||||
profitLossQuery.display_columns_type,
|
||||
profitLossTableRows,
|
||||
profitLossColumns,
|
||||
query.display_columns_type,
|
||||
tableRows,
|
||||
columns,
|
||||
formatMessage,
|
||||
],
|
||||
);
|
||||
|
||||
// Retrieve default expanded rows of balance sheet.
|
||||
const expandedRows = useMemo(
|
||||
() => defaultExpanderReducer(profitLossTableRows, 3),
|
||||
[profitLossTableRows],
|
||||
() => defaultExpanderReducer(tableRows, 3),
|
||||
[tableRows],
|
||||
);
|
||||
|
||||
// Retrieve conditional datatable row classnames.
|
||||
@@ -86,16 +86,16 @@ function ProfitLossSheetTable({
|
||||
<FinancialSheet
|
||||
companyName={companyName}
|
||||
sheetType={<T id={'profit_loss_sheet'} />}
|
||||
fromDate={profitLossQuery.from_date}
|
||||
toDate={profitLossQuery.to_date}
|
||||
fromDate={query.from_date}
|
||||
toDate={query.to_date}
|
||||
name="profit-loss-sheet"
|
||||
loading={profitLossSheetLoading}
|
||||
basis={profitLossQuery.basis}
|
||||
loading={isLoading}
|
||||
basis={query.basis}
|
||||
>
|
||||
<DataTable
|
||||
className="bigcapital-datatable--financial-report"
|
||||
columns={columns}
|
||||
data={profitLossTableRows}
|
||||
columns={tableColumns}
|
||||
data={tableRows}
|
||||
noInitialFetch={true}
|
||||
expanded={expandedRows}
|
||||
rowClassNames={rowClassNames}
|
||||
@@ -107,19 +107,3 @@ function ProfitLossSheetTable({
|
||||
</FinancialSheet>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withProfitLossDetail(
|
||||
({
|
||||
profitLossQuery,
|
||||
profitLossColumns,
|
||||
profitLossTableRows,
|
||||
profitLossSheetLoading,
|
||||
}) => ({
|
||||
profitLossColumns,
|
||||
profitLossQuery,
|
||||
profitLossTableRows,
|
||||
profitLossSheetLoading,
|
||||
}),
|
||||
),
|
||||
)(ProfitLossSheetTable);
|
||||
|
||||
@@ -18,32 +18,36 @@ import NumberFormatDropdown from 'components/NumberFormatDropdown';
|
||||
import withTrialBalance from './withTrialBalance';
|
||||
import withTrialBalanceActions from './withTrialBalanceActions';
|
||||
import { compose, saveInvoke } from 'utils';
|
||||
import { useTrialBalanceSheetContext } from './TrialBalanceProvider';
|
||||
|
||||
function TrialBalanceActionsBar({
|
||||
// #withTrialBalance
|
||||
trialBalanceSheetFilter,
|
||||
trialBalanceSheetLoading,
|
||||
|
||||
// #withTrialBalanceActions
|
||||
toggleTrialBalanceFilter,
|
||||
refreshTrialBalance,
|
||||
|
||||
// #ownProps
|
||||
numberFormat,
|
||||
onNumberFormatSubmit
|
||||
onNumberFormatSubmit,
|
||||
}) {
|
||||
const { refetchSheet, isLoading } = useTrialBalanceSheetContext();
|
||||
|
||||
// Handle filter toggle click.
|
||||
const handleFilterToggleClick = () => {
|
||||
toggleTrialBalanceFilter();
|
||||
};
|
||||
|
||||
// Handle re-calc button click.
|
||||
const handleRecalcReport = () => {
|
||||
refreshTrialBalance(true);
|
||||
refetchSheet();
|
||||
};
|
||||
|
||||
// Handle number format submit.
|
||||
const handleNumberFormatSubmit = (values) => {
|
||||
saveInvoke(onNumberFormatSubmit, values);
|
||||
};
|
||||
|
||||
return (
|
||||
<DashboardActionsBar>
|
||||
<NavbarGroup>
|
||||
@@ -75,7 +79,7 @@ function TrialBalanceActionsBar({
|
||||
<NumberFormatDropdown
|
||||
numberFormat={numberFormat}
|
||||
onSubmit={handleNumberFormatSubmit}
|
||||
submitDisabled={trialBalanceSheetLoading}
|
||||
submitDisabled={isLoading}
|
||||
/>
|
||||
}
|
||||
minimal={true}
|
||||
@@ -119,7 +123,7 @@ function TrialBalanceActionsBar({
|
||||
export default compose(
|
||||
withTrialBalance(({ trialBalanceSheetFilter, trialBalanceSheetLoading }) => ({
|
||||
trialBalanceSheetFilter,
|
||||
trialBalanceSheetLoading
|
||||
trialBalanceSheetLoading,
|
||||
})),
|
||||
withTrialBalanceActions,
|
||||
)(TrialBalanceActionsBar);
|
||||
|
||||
@@ -0,0 +1,30 @@
|
||||
import React, { createContext, useContext } from 'react';
|
||||
import DashboardInsider from 'components/Dashboard/DashboardInsider';
|
||||
import { useTrialBalanceSheet } from 'hooks/query';
|
||||
import { transformFilterFormToQuery } from '../common';
|
||||
|
||||
const TrialBalanceSheetContext = createContext();
|
||||
|
||||
function TrialBalanceSheetProvider({ query, ...props }) {
|
||||
const { data: trialBalanceSheet, isFetching, refetch } = useTrialBalanceSheet(
|
||||
{
|
||||
...transformFilterFormToQuery(query),
|
||||
},
|
||||
);
|
||||
|
||||
const provider = {
|
||||
trialBalanceSheet,
|
||||
isLoading: isFetching,
|
||||
refetchSheet: refetch,
|
||||
};
|
||||
|
||||
return (
|
||||
<DashboardInsider name={'trial-balance-sheet'}>
|
||||
<TrialBalanceSheetContext.Provider value={provider} {...props} />
|
||||
</DashboardInsider>
|
||||
);
|
||||
}
|
||||
|
||||
const useTrialBalanceSheetContext = () => useContext(TrialBalanceSheetContext);
|
||||
|
||||
export { TrialBalanceSheetProvider, useTrialBalanceSheetContext };
|
||||
@@ -1,16 +1,13 @@
|
||||
import React, { useEffect, useCallback, useState } from 'react';
|
||||
import { useQuery } from 'react-query';
|
||||
import moment from 'moment';
|
||||
import { useIntl } from 'react-intl';
|
||||
import { queryCache } from 'react-query';
|
||||
|
||||
import 'style/pages/FinancialStatements/TrialBalanceSheet.scss';
|
||||
|
||||
import { TrialBalanceSheetProvider } from './TrialBalanceProvider';
|
||||
import TrialBalanceActionsBar from './TrialBalanceActionsBar';
|
||||
import TrialBalanceSheetHeader from './TrialBalanceSheetHeader';
|
||||
import TrialBalanceSheetTable from './TrialBalanceSheetTable';
|
||||
import DashboardInsider from 'components/Dashboard/DashboardInsider';
|
||||
|
||||
import { compose } from 'utils';
|
||||
import { transformFilterFormToQuery } from 'containers/FinancialStatements/common';
|
||||
|
||||
import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
|
||||
import withDashboardActions from 'containers/Dashboard/withDashboardActions';
|
||||
@@ -18,7 +15,7 @@ import withTrialBalanceActions from './withTrialBalanceActions';
|
||||
import withSettings from 'containers/Settings/withSettings';
|
||||
import withTrialBalance from './withTrialBalance';
|
||||
|
||||
import 'style/pages/FinancialStatements/TrialBalanceSheet.scss';
|
||||
import { compose } from 'utils';
|
||||
|
||||
/**
|
||||
* Trial balance sheet.
|
||||
@@ -29,13 +26,6 @@ function TrialBalanceSheet({
|
||||
setDashboardBackLink,
|
||||
setSidebarShrink,
|
||||
|
||||
// #withTrialBalance
|
||||
trialBalanceSheetRefresh,
|
||||
|
||||
// #withTrialBalanceActions
|
||||
fetchTrialBalanceSheet,
|
||||
refreshTrialBalance,
|
||||
|
||||
// #withPreferences
|
||||
organizationName,
|
||||
}) {
|
||||
@@ -48,15 +38,6 @@ function TrialBalanceSheet({
|
||||
accountsFilter: 'all-accounts',
|
||||
});
|
||||
|
||||
// Fetches trial balance sheet.
|
||||
const fetchSheet = useQuery(
|
||||
['trial-balance-sheet', filter],
|
||||
(key, query) =>
|
||||
fetchTrialBalanceSheet({
|
||||
...transformFilterFormToQuery(query),
|
||||
}),
|
||||
{ manual: true },
|
||||
);
|
||||
// Change page title of the dashboard.
|
||||
useEffect(() => {
|
||||
changePageTitle(formatMessage({ id: 'trial_balance_sheet' }));
|
||||
@@ -73,6 +54,7 @@ function TrialBalanceSheet({
|
||||
};
|
||||
}, [setDashboardBackLink, setSidebarShrink]);
|
||||
|
||||
// Handle filter form submit.
|
||||
const handleFilterSubmit = useCallback(
|
||||
(filter) => {
|
||||
const parsedFilter = {
|
||||
@@ -81,34 +63,24 @@ function TrialBalanceSheet({
|
||||
toDate: moment(filter.toDate).format('YYYY-MM-DD'),
|
||||
};
|
||||
setFilter(parsedFilter);
|
||||
refreshTrialBalance(true);
|
||||
},
|
||||
[setFilter, refreshTrialBalance],
|
||||
[setFilter],
|
||||
);
|
||||
|
||||
// Observes the trial balance sheet refresh to invaoid the query.
|
||||
useEffect(() => {
|
||||
if (trialBalanceSheetRefresh) {
|
||||
queryCache.invalidateQueries('trial-balance-sheet');
|
||||
refreshTrialBalance(false);
|
||||
}
|
||||
}, [trialBalanceSheetRefresh, refreshTrialBalance]);
|
||||
|
||||
// Handle numebr format form submit.
|
||||
const handleNumberFormatSubmit = (numberFormat) => {
|
||||
setFilter({
|
||||
...filter,
|
||||
numberFormat,
|
||||
});
|
||||
refreshTrialBalance(false);
|
||||
};
|
||||
|
||||
return (
|
||||
<DashboardInsider>
|
||||
<TrialBalanceSheetProvider query={filter}>
|
||||
<TrialBalanceActionsBar
|
||||
numberFormat={filter.numberFormat}
|
||||
onNumberFormatSubmit={handleNumberFormatSubmit}
|
||||
/>
|
||||
|
||||
<DashboardPageContent>
|
||||
<div class="financial-statement">
|
||||
<TrialBalanceSheetHeader
|
||||
@@ -120,15 +92,15 @@ function TrialBalanceSheet({
|
||||
</div>
|
||||
</div>
|
||||
</DashboardPageContent>
|
||||
</DashboardInsider>
|
||||
</TrialBalanceSheetProvider>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withDashboardActions,
|
||||
withTrialBalanceActions,
|
||||
withTrialBalance(({ trialBalanceSheetRefresh }) => ({
|
||||
trialBalanceSheetRefresh,
|
||||
withTrialBalance(({ trialBalanceQuery }) => ({
|
||||
trialBalanceQuery,
|
||||
})),
|
||||
withSettings(({ organizationSettings }) => ({
|
||||
organizationName: organizationSettings.name,
|
||||
|
||||
@@ -20,10 +20,8 @@ function TrialBalanceSheetHeader({
|
||||
|
||||
// #withTrialBalance
|
||||
trialBalanceSheetFilter,
|
||||
trialBalanceSheetRefresh,
|
||||
|
||||
// #withTrialBalanceActions
|
||||
refreshTrialBalance,
|
||||
toggleTrialBalanceFilter
|
||||
}) {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
@@ -4,23 +4,24 @@ import { useIntl } from 'react-intl';
|
||||
import FinancialSheet from 'components/FinancialSheet';
|
||||
import DataTable from 'components/DataTable';
|
||||
import { CellTextSpan } from 'components/Datatable/Cells';
|
||||
import { useTrialBalanceSheetContext } from './TrialBalanceProvider';
|
||||
|
||||
import withTrialBalance from './withTrialBalance';
|
||||
|
||||
import { compose, getColumnWidth } from 'utils';
|
||||
|
||||
function TrialBalanceSheetTable({
|
||||
// #withTrialBalanceDetail
|
||||
trialBalanceTableRows,
|
||||
trialBalanceSheetLoading,
|
||||
|
||||
// #withTrialBalanceTable
|
||||
trialBalanceQuery,
|
||||
import { getColumnWidth } from 'utils';
|
||||
|
||||
/**
|
||||
* Trial Balance sheet data table.
|
||||
*/
|
||||
export default function TrialBalanceSheetTable({
|
||||
companyName,
|
||||
}) {
|
||||
const { formatMessage } = useIntl();
|
||||
|
||||
// Trial balance sheet context.
|
||||
const {
|
||||
trialBalanceSheet: { tableRows, query },
|
||||
isLoading
|
||||
} = useTrialBalanceSheetContext();
|
||||
|
||||
const columns = useMemo(
|
||||
() => [
|
||||
{
|
||||
@@ -35,7 +36,7 @@ function TrialBalanceSheetTable({
|
||||
Cell: CellTextSpan,
|
||||
accessor: 'formatted_credit',
|
||||
className: 'credit',
|
||||
width: getColumnWidth(trialBalanceTableRows, `credit`, {
|
||||
width: getColumnWidth(tableRows, `credit`, {
|
||||
minWidth: 95,
|
||||
}),
|
||||
},
|
||||
@@ -43,24 +44,26 @@ function TrialBalanceSheetTable({
|
||||
Header: formatMessage({ id: 'debit' }),
|
||||
Cell: CellTextSpan,
|
||||
accessor: 'formatted_debit',
|
||||
width: getColumnWidth(trialBalanceTableRows, `debit`, { minWidth: 95 }),
|
||||
width: getColumnWidth(tableRows, `debit`, { minWidth: 95 }),
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'balance' }),
|
||||
Cell: CellTextSpan,
|
||||
accessor: 'formatted_balance',
|
||||
className: 'balance',
|
||||
width: getColumnWidth(trialBalanceTableRows, `balance`, {
|
||||
width: getColumnWidth(tableRows, `balance`, {
|
||||
minWidth: 95,
|
||||
}),
|
||||
},
|
||||
],
|
||||
[trialBalanceTableRows, formatMessage],
|
||||
[tableRows, formatMessage],
|
||||
);
|
||||
|
||||
const rowClassNames = (row) => {
|
||||
const { original } = row;
|
||||
const rowTypes = Array.isArray(original.rowType) ? original.rowType : [original.rowType];
|
||||
const rowTypes = Array.isArray(original.rowType)
|
||||
? original.rowType
|
||||
: [original.rowType];
|
||||
|
||||
return {
|
||||
...rowTypes.reduce((acc, rowType) => {
|
||||
@@ -74,16 +77,16 @@ function TrialBalanceSheetTable({
|
||||
<FinancialSheet
|
||||
companyName={companyName}
|
||||
sheetType={formatMessage({ id: 'trial_balance_sheet' })}
|
||||
fromDate={trialBalanceQuery.from_date}
|
||||
toDate={trialBalanceQuery.to_date}
|
||||
fromDate={query.from_date}
|
||||
toDate={query.to_date}
|
||||
name="trial-balance"
|
||||
loading={trialBalanceSheetLoading}
|
||||
loading={isLoading}
|
||||
basis={'cash'}
|
||||
>
|
||||
<DataTable
|
||||
className="bigcapital-datatable--financial-report"
|
||||
columns={columns}
|
||||
data={trialBalanceTableRows}
|
||||
data={tableRows}
|
||||
expandable={true}
|
||||
expandToggleColumn={1}
|
||||
expandColumnSpace={1}
|
||||
@@ -93,17 +96,3 @@ function TrialBalanceSheetTable({
|
||||
</FinancialSheet>
|
||||
);
|
||||
}
|
||||
|
||||
export default compose(
|
||||
withTrialBalance(
|
||||
({
|
||||
trialBalanceTableRows,
|
||||
trialBalanceSheetLoading,
|
||||
trialBalanceQuery,
|
||||
}) => ({
|
||||
trialBalanceTableRows,
|
||||
trialBalanceSheetLoading,
|
||||
trialBalanceQuery,
|
||||
}),
|
||||
),
|
||||
)(TrialBalanceSheetTable);
|
||||
|
||||
228
client/src/containers/FinancialStatements/reducers.js
Normal file
228
client/src/containers/FinancialStatements/reducers.js
Normal file
@@ -0,0 +1,228 @@
|
||||
import { chain } from 'lodash';
|
||||
import moment from 'moment';
|
||||
|
||||
export const balanceSheetRowsReducer = (accounts) => {
|
||||
return accounts.map((account) => {
|
||||
return {
|
||||
...account,
|
||||
children: balanceSheetRowsReducer([
|
||||
...(account.children ? account.children : []),
|
||||
...(account.total && account.children && account.children.length > 0
|
||||
? [
|
||||
{
|
||||
name: `Total ${account.name}`,
|
||||
row_types: ['total-row', account.section_type],
|
||||
total: { ...account.total },
|
||||
...(account.total_periods && {
|
||||
total_periods: account.total_periods,
|
||||
}),
|
||||
},
|
||||
]
|
||||
: []),
|
||||
]),
|
||||
};
|
||||
});
|
||||
};
|
||||
|
||||
export const trialBalanceSheetReducer = (sheet) => {
|
||||
const results = [];
|
||||
|
||||
if (sheet.accounts) {
|
||||
sheet.accounts.forEach((account) => {
|
||||
results.push(account);
|
||||
});
|
||||
}
|
||||
if (sheet.total) {
|
||||
results.push({
|
||||
rowType: 'total',
|
||||
...sheet.total,
|
||||
});
|
||||
}
|
||||
return results;
|
||||
};
|
||||
|
||||
export const profitLossSheetReducer = (profitLoss) => {
|
||||
const results = [];
|
||||
|
||||
if (profitLoss.income) {
|
||||
results.push({
|
||||
name: 'Income',
|
||||
total: profitLoss.income.total,
|
||||
children: [
|
||||
...profitLoss.income.accounts,
|
||||
{
|
||||
name: 'Total Income',
|
||||
total: profitLoss.income.total,
|
||||
total_periods: profitLoss.income.total_periods,
|
||||
rowTypes: ['income_total', 'section_total', 'total'],
|
||||
},
|
||||
],
|
||||
total_periods: profitLoss.income.total_periods,
|
||||
});
|
||||
}
|
||||
if (profitLoss.cost_of_sales) {
|
||||
results.push({
|
||||
name: 'Cost of sales',
|
||||
total: profitLoss.cost_of_sales.total,
|
||||
children: [
|
||||
...profitLoss.cost_of_sales.accounts,
|
||||
{
|
||||
name: 'Total cost of sales',
|
||||
total: profitLoss.cost_of_sales.total,
|
||||
total_periods: profitLoss.cost_of_sales.total_periods,
|
||||
rowTypes: ['cogs_total', 'section_total', 'total'],
|
||||
},
|
||||
],
|
||||
total_periods: profitLoss.cost_of_sales.total_periods,
|
||||
});
|
||||
}
|
||||
if (profitLoss.gross_profit) {
|
||||
results.push({
|
||||
name: 'Gross profit',
|
||||
total: profitLoss.gross_profit.total,
|
||||
total_periods: profitLoss.gross_profit.total_periods,
|
||||
rowTypes: ['gross_total', 'section_total', 'total'],
|
||||
});
|
||||
}
|
||||
if (profitLoss.expenses) {
|
||||
results.push({
|
||||
name: 'Expenses',
|
||||
total: profitLoss.expenses.total,
|
||||
children: [
|
||||
...profitLoss.expenses.accounts,
|
||||
{
|
||||
name: 'Total Expenses',
|
||||
total: profitLoss.expenses.total,
|
||||
total_periods: profitLoss.expenses.total_periods,
|
||||
rowTypes: ['expenses_total', 'section_total', 'total'],
|
||||
},
|
||||
],
|
||||
total_periods: profitLoss.expenses.total_periods,
|
||||
});
|
||||
}
|
||||
if (profitLoss.operating_profit) {
|
||||
results.push({
|
||||
name: 'Net Operating income',
|
||||
total: profitLoss.operating_profit.total,
|
||||
total_periods: profitLoss.income.total_periods,
|
||||
rowTypes: ['net_operating_total', 'section_total', 'total'],
|
||||
});
|
||||
}
|
||||
if (profitLoss.other_income) {
|
||||
results.push({
|
||||
name: 'Other Income',
|
||||
total: profitLoss.other_income.total,
|
||||
total_periods: profitLoss.other_income.total_periods,
|
||||
children: [
|
||||
...profitLoss.other_income.accounts,
|
||||
{
|
||||
name: 'Total other income',
|
||||
total: profitLoss.other_income.total,
|
||||
total_periods: profitLoss.other_income.total_periods,
|
||||
rowTypes: ['expenses_total', 'section_total', 'total'],
|
||||
},
|
||||
],
|
||||
});
|
||||
}
|
||||
if (profitLoss.other_expenses) {
|
||||
results.push({
|
||||
name: 'Other expenses',
|
||||
total: profitLoss.other_expenses.total,
|
||||
total_periods: profitLoss.other_expenses.total_periods,
|
||||
children: [
|
||||
...profitLoss.other_expenses.accounts,
|
||||
{
|
||||
name: 'Total other expenses',
|
||||
total: profitLoss.other_expenses.total,
|
||||
total_periods: profitLoss.other_expenses.total_periods,
|
||||
rowTypes: ['expenses_total', 'section_total', 'total'],
|
||||
},
|
||||
],
|
||||
});
|
||||
}
|
||||
if (profitLoss.net_income) {
|
||||
results.push({
|
||||
name: 'Net Income',
|
||||
total: profitLoss.net_income.total,
|
||||
total_periods: profitLoss.net_income.total_periods,
|
||||
rowTypes: ['net_income_total', 'section_total', 'total'],
|
||||
});
|
||||
}
|
||||
return results;
|
||||
};
|
||||
|
||||
export const journalTableRowsReducer = (journal) => {
|
||||
const TYPES = {
|
||||
ENTRY: 'ENTRY',
|
||||
TOTAL_ENTRIES: 'TOTAL_ENTRIES',
|
||||
EMPTY_ROW: 'EMPTY_ROW',
|
||||
};
|
||||
|
||||
const entriesMapper = (transaction) => {
|
||||
return transaction.entries.map((entry, index) => ({
|
||||
...(index === 0
|
||||
? {
|
||||
date: transaction.date,
|
||||
reference_type: transaction.reference_type,
|
||||
reference_id: transaction.reference_id,
|
||||
reference_type_formatted: transaction.reference_type_formatted,
|
||||
}
|
||||
: {}),
|
||||
rowType: TYPES.ENTRY,
|
||||
...entry,
|
||||
}));
|
||||
};
|
||||
|
||||
return chain(journal)
|
||||
.map((transaction) => {
|
||||
const entries = entriesMapper(transaction);
|
||||
|
||||
return [
|
||||
...entries,
|
||||
{
|
||||
rowType: TYPES.TOTAL_ENTRIES,
|
||||
currency_code: transaction.currency_code,
|
||||
credit: transaction.credit,
|
||||
debit: transaction.debit,
|
||||
formatted_credit: transaction.formatted_credit,
|
||||
formatted_debit: transaction.formatted_debit,
|
||||
},
|
||||
{
|
||||
rowType: TYPES.EMPTY_ROW,
|
||||
},
|
||||
];
|
||||
})
|
||||
.flatten()
|
||||
.value();
|
||||
};
|
||||
|
||||
export const generalLedgerTableRowsReducer = (accounts) => {
|
||||
return chain(accounts)
|
||||
.map((account) => {
|
||||
return {
|
||||
name: '',
|
||||
code: account.code,
|
||||
rowType: 'ACCOUNT_ROW',
|
||||
date: account.name,
|
||||
children: [
|
||||
{
|
||||
...account.opening_balance,
|
||||
name: 'Opening balance',
|
||||
rowType: 'OPENING_BALANCE',
|
||||
},
|
||||
...account.transactions.map((transaction) => ({
|
||||
...transaction,
|
||||
name: account.name,
|
||||
code: account.code,
|
||||
date: moment(transaction.date).format('DD MMM YYYY'),
|
||||
})),
|
||||
{
|
||||
...account.closing_balance,
|
||||
name: 'Closing balance',
|
||||
rowType: 'CLOSING_BALANCE',
|
||||
},
|
||||
],
|
||||
};
|
||||
})
|
||||
.value();
|
||||
};
|
||||
Reference in New Issue
Block a user