mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-17 13:20:31 +00:00
WIP Make journal entries page.
This commit is contained in:
@@ -2,7 +2,9 @@ import React, {useMemo, useCallback, useState} from 'react';
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import {omit} from 'lodash';
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import {
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MenuItem,
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Button
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FormGroup,
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Button,
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Intent,
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} from '@blueprintjs/core';
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import {Select} from '@blueprintjs/select';
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// import MultiSelect from 'components/MultiSelect';
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@@ -10,6 +12,7 @@ import {Select} from '@blueprintjs/select';
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export default function AccountsMultiSelect({
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accounts,
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onAccountSelected,
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error,
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}) {
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const [selectedAccount, setSelectedAccount] = useState(null);
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@@ -30,18 +33,20 @@ export default function AccountsMultiSelect({
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}, [setSelectedAccount, onAccountSelected]);
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return (
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<Select
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items={accounts}
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noResults={<MenuItem disabled={true} text='No results.' />}
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itemRenderer={accountItem}
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popoverProps={{ minimal: true }}
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filterable={true}
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onItemSelect={onAccountSelect}
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onItemSelect={onAccountSelect}
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>
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<Button
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rightIcon='caret-down'
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text={selectedAccount ? selectedAccount.name : 'Select account'}
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/>
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</Select>
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);
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}
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@@ -1,24 +1,36 @@
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import React from 'react';
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import React, {useCallback} from 'react';
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import AccountsSelectList from 'components/AccountsSelectList';
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import classNames from 'classnames';
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import {
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FormGroup,
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Classes,
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Intent,
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} from '@blueprintjs/core';
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// Account cell renderer.
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const AccountCellRenderer = ({
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column: { id, value },
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row: { index, original },
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payload: { accounts }
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payload: { accounts, updateData, errors },
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}) => {
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const handleAccountSelected = useCallback((account) => {
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updateData(index, id, account.id);
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}, [updateData, index, id]);
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const { account_id = false } = (errors[index] || {});
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return (
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<FormGroup
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className={classNames('form-group--select-list',
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'form-group--account', Classes.FILL)}
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intent={account_id ? Intent.DANGER : ''}
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className={classNames(
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'form-group--select-list',
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'form-group--account',
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Classes.FILL)}
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>
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<AccountsSelectList
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accounts={accounts}
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onAccountSelected={() => {}} />
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onAccountSelected={handleAccountSelected}
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error={account_id} />
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</FormGroup>
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);
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};
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@@ -15,7 +15,7 @@ const MoneyFieldCellRenderer = ({
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}, []);
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const onBlur = () => {
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payload.updateData(index, id, value)
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payload.updateData(index, id, parseFloat(value));
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};
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return (<MoneyInputGroup
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@@ -1,11 +1,11 @@
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import React, {useState, useEffect} from 'react';
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import React, {useMemo, useEffect} from 'react';
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import * as Yup from 'yup';
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import MakeJournalEntriesHeader from './MakeJournalEntriesHeader';
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import MakeJournalEntriesFooter from './MakeJournalEntriesFooter';
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import MakeJournalEntriesTable from './MakeJournalEntriesTable';
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import {Formik, useFormik} from "formik";
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import {useFormik} from "formik";
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import MakeJournalEntriesConnect from 'connectors/MakeJournalEntries.connect';
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import AccountsConnect from 'connectors/Accounts.connector';
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import DashboardConnect from 'connectors/Dashboard.connector';
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@@ -30,6 +30,7 @@ function MakeJournalEntriesForm({
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});
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const validationSchema = Yup.object().shape({
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journal_number: Yup.string().required(),
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date: Yup.date().required(),
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reference: Yup.string(),
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description: Yup.string(),
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@@ -37,42 +38,66 @@ function MakeJournalEntriesForm({
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Yup.object().shape({
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credit: Yup.number().nullable(),
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debit: Yup.number().nullable(),
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account_id: Yup.number().nullable().when(['credit', 'debit'], {
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is: (credit, debit) => credit || debit,
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then: Yup.number().required(),
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}),
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note: Yup.string().nullable(),
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}),
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)
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});
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const defaultEntry = {
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const defaultEntry = useMemo(() => ({
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account_id: null,
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credit: null,
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debit: null,
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note: '',
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};
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note: '',
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}), []);
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const formik = useFormik({
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enableReinitialize: true,
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validationSchema,
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initialValues: {
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reference: '',
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journal_number: '',
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date: moment(new Date()).format('YYYY-MM-DD'),
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description: '',
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reference: '',
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entries: [
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defaultEntry,
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defaultEntry,
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defaultEntry,
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defaultEntry,
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defaultEntry,
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defaultEntry,
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],
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},
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onSubmit: (values) => {
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const form = values.entries.filter((entry) => (
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(entry.credit || entry.debit)
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));
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makeJournalEntries(values).then((response) => {
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AppToaster.show({
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message: 'the_account_has_been_submit',
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});
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}).catch((error) => {
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const getTotal = (type = 'credit') => {
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return form.reduce((total, item) => {
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return item[type] ? item[type] + total : total;
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}, 0);
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}
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const totalCredit = getTotal('credit');
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const totalDebit = getTotal('debit');
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});
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if (totalCredit !== totalDebit) {
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AppToaster.show({
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message: 'credit_and_debit_not_equal',
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});
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return;
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}
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makeJournalEntries({ ...values, entries: form })
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.then((response) => {
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AppToaster.show({
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message: 'manual_journal_has_been_submit',
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});
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}).catch((error) => {
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});
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},
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});
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@@ -1,9 +1,9 @@
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import React, {useState, useMemo, useCallback} from 'react';
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import DataTable from 'components/DataTable';
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import {
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Button,
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Intent,
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} from '@blueprintjs/core';
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import DataTable from 'components/DataTable';
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import Icon from 'components/Icon';
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import AccountsConnect from 'connectors/Accounts.connector.js';
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import {compose, formattedAmount} from 'utils';
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@@ -11,7 +11,8 @@ import {
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AccountsListFieldCell,
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MoneyFieldCell,
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InputGroupCell,
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} from 'comp}onents/DataTableCells';
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} from 'components/DataTableCells';
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import { omit } from 'lodash';
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// Actions cell renderer.
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const ActionsCellRenderer = ({
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@@ -50,7 +51,7 @@ const TotalAccountCellRenderer = (chainedComponent) => (props) => {
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// Total credit/debit cell renderer.
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const TotalCreditDebitCellRenderer = (chainedComponent, type) => (props) => {
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if (props.data.length === (props.row.index + 2)) {
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const total = props.data.reduce((total, entry) => {
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const total = props.data.reduce((total, entry) => {
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const amount = parseInt(entry[type], 10);
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const computed = amount ? total + amount : total;
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@@ -82,18 +83,20 @@ function MakeJournalEntriesTable({
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// Handles update datatable data.
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const handleUpdateData = useCallback((rowIndex, columnId, value) => {
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setRow((old) =>
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old.map((row, index) => {
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if (index === rowIndex) {
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return {
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...old[rowIndex],
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[columnId]: value,
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}
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}
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return row
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})
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)
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}, []);
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const newRows = rows.map((row, index) => {
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if (index === rowIndex) {
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return {
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...rows[rowIndex],
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[columnId]: value,
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};
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}
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return { ...row };
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});
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setRow(newRows);
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formik.setFieldValue('entries', newRows.map(row => ({
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...omit(row, ['rowType']),
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})));
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}, [rows, formik]);
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// Handles click remove datatable row.
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const handleRemoveRow = useCallback((rowIndex) => {
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@@ -119,6 +122,7 @@ function MakeJournalEntriesTable({
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},
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{
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Header: 'Account',
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id: 'account_id',
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accessor: 'account',
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Cell: TotalAccountCellRenderer(AccountsListFieldCell),
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className: "account",
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@@ -174,6 +178,7 @@ function MakeJournalEntriesTable({
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const rowClassNames = useCallback((row) => ({
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'row--total': rows.length === (row.index + 2),
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}), [rows]);
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return (
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<div class="make-journal-entries__table">
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<DataTable
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@@ -182,6 +187,7 @@ function MakeJournalEntriesTable({
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rowClassNames={rowClassNames}
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payload={{
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accounts,
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errors: formik.errors.entries || [],
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updateData: handleUpdateData,
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removeRow: handleRemoveRow,
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}}/>
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@@ -98,6 +98,12 @@ label{
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&.bp3-fill{
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width: 100%;
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}
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&.bp3-intent-danger{
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.bp3-button:not(.bp3-minimal){
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border-color: #db3737;
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}
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}
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}
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@@ -1,5 +1,6 @@
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.make-journal-entries{
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padding-bottom: 80px;
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&__header{
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padding: 25px 27px 20px;
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@@ -74,6 +75,14 @@
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padding-right: 8px;
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}
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.form-group--select-list{
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&.bp3-intent-danger{
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.bp3-button:not(.bp3-minimal){
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border-color: #efa8a8;
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}
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}
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}
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&:last-of-type{
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.td{
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@@ -1,5 +1,8 @@
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import moment from 'moment';
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import _ from 'lodash';
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import Currency from 'js-money/lib/currency';
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import accounting from 'accounting';
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export function removeEmptyFromObject(obj) {
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obj = Object.assign({}, obj);
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@@ -131,4 +134,12 @@ export const defaultExpanderReducer = (tableRows, level) => {
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};
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walker(tableRows);
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return expended;
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}
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export function formattedAmount(cents, currency) {
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const { symbol, decimal_digits: precision } = Currency[currency];
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const amount = cents / Math.pow(10, precision);
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return accounting.formatMoney(amount, { symbol, precision });
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}
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@@ -3,11 +3,12 @@ exports.up = function(knex) {
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return knex.schema.createTable('manual_journals', (table) => {
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table.increments();
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table.string('journal_number');
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table.string('reference');
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table.string('transaction_type');
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table.decimal('amount');
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table.date('date');
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table.boolean('status').defaultTo(false);
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table.string('note');
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table.string('description');
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table.integer('user_id').unsigned();
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table.timestamps();
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});
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@@ -126,9 +126,11 @@ export default {
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makeJournalEntries: {
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validation: [
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check('date').isISO8601(),
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check('reference').exists(),
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check('memo').optional().trim().escape(),
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check('entries').isArray({ min: 1 }),
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check('journal_number').exists().trim().escape(),
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check('transaction_type').optional({ nullable: true }).trim().escape(),
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check('reference').optional({ nullable: true }),
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check('description').optional().trim().escape(),
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check('entries').isArray({ min: 2 }),
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check('entries.*.credit').optional({ nullable: true }).isNumeric().toInt(),
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check('entries.*.debit').optional({ nullable: true }).isNumeric().toInt(),
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check('entries.*.account_id').isNumeric().toInt(),
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@@ -144,6 +146,8 @@ export default {
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}
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const form = {
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date: new Date(),
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transaction_type: 'journal',
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reference: '',
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...req.body,
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};
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@@ -183,10 +187,11 @@ export default {
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errorReasons.push({ type: 'ACCOUNTS.IDS.NOT.FOUND', code: 200 });
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}
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const journalReference = await ManualJournal.query().where('reference', form.reference);
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const journalNumber = await ManualJournal.query()
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.where('journal_number', form.journal_number);
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if (journalReference.length > 0) {
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errorReasons.push({ type: 'REFERENCE.ALREADY.EXISTS', code: 300 });
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if (journalNumber.length > 0) {
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errorReasons.push({ type: 'JOURNAL.NUMBER.ALREADY.EXISTS', code: 300 });
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}
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if (errorReasons.length > 0) {
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return res.status(400).send({ errors: errorReasons });
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@@ -196,9 +201,10 @@ export default {
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const manualJournal = await ManualJournal.query().insert({
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reference: form.reference,
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transaction_type: 'Journal',
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journal_number: form.journal_number,
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amount: totalCredit,
|
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date: formattedDate,
|
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note: form.memo,
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description: form.description,
|
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user_id: user.id,
|
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});
|
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const journalPoster = new JournalPoster();
|
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@@ -210,7 +216,8 @@ export default {
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debit: entry.debit,
|
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credit: entry.credit,
|
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account: account.id,
|
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transactionType: 'Journal',
|
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referenceType: 'Journal',
|
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referenceId: manualJournal.id,
|
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accountNormal: account.type.normal,
|
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note: entry.note,
|
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date: formattedDate,
|
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|
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@@ -18,7 +18,7 @@ describe('routes: `/accounting`', () => {
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loginRes = null;
|
||||
});
|
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|
||||
describe('route: `/accounting/make-journal-entries`', async () => {
|
||||
describe.only('route: `/accounting/make-journal-entries`', async () => {
|
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it('Should sumation of credit or debit does not equal zero.', async () => {
|
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const account = await create('account');
|
||||
const res = await request()
|
||||
@@ -26,6 +26,7 @@ describe('routes: `/accounting`', () => {
|
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.set('x-access-token', loginRes.body.token)
|
||||
.send({
|
||||
date: new Date().toISOString(),
|
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journal_number: '123',
|
||||
reference: 'ASC',
|
||||
entries: [
|
||||
{
|
||||
@@ -54,7 +55,7 @@ describe('routes: `/accounting`', () => {
|
||||
.set('x-access-token', loginRes.body.token)
|
||||
.send({
|
||||
date: new Date().toISOString(),
|
||||
reference: 'ASC',
|
||||
journal_number: '123',
|
||||
entries: [
|
||||
{
|
||||
credit: 1000,
|
||||
@@ -85,7 +86,7 @@ describe('routes: `/accounting`', () => {
|
||||
.set('x-access-token', loginRes.body.token)
|
||||
.send({
|
||||
date: new Date().toISOString(),
|
||||
reference: manualJournal.reference,
|
||||
journal_number: manualJournal.journalNumber,
|
||||
entries: [
|
||||
{
|
||||
credit: 1000,
|
||||
@@ -102,18 +103,18 @@ describe('routes: `/accounting`', () => {
|
||||
|
||||
expect(res.status).equals(400);
|
||||
expect(res.body.errors).include.something.that.deep.equal({
|
||||
type: 'REFERENCE.ALREADY.EXISTS',
|
||||
type: 'JOURNAL.NUMBER.ALREADY.EXISTS',
|
||||
code: 300,
|
||||
});
|
||||
});
|
||||
|
||||
it('Should response error in case account id not exists.', async () => {
|
||||
it('Should response error in case account id not exists in one of the given entries.', async () => {
|
||||
const res = await request()
|
||||
.post('/api/accounting/make-journal-entries')
|
||||
.set('x-access-token', loginRes.body.token)
|
||||
.send({
|
||||
date: new Date().toISOString(),
|
||||
reference: '1000',
|
||||
journal_number: '123',
|
||||
entries: [
|
||||
{
|
||||
credit: 1000,
|
||||
@@ -144,7 +145,7 @@ describe('routes: `/accounting`', () => {
|
||||
.set('x-access-token', loginRes.body.token)
|
||||
.send({
|
||||
date: new Date().toISOString(),
|
||||
reference: '1000',
|
||||
journal_number: '1000',
|
||||
entries: [
|
||||
{
|
||||
credit: null,
|
||||
@@ -166,7 +167,7 @@ describe('routes: `/accounting`', () => {
|
||||
});
|
||||
});
|
||||
|
||||
it('Should store manual journal transaction to the storage.', async () => {
|
||||
it.only('Should store manual journal transaction to the storage.', async () => {
|
||||
const account1 = await create('account');
|
||||
const account2 = await create('account');
|
||||
|
||||
@@ -175,8 +176,9 @@ describe('routes: `/accounting`', () => {
|
||||
.set('x-access-token', loginRes.body.token)
|
||||
.send({
|
||||
date: new Date('2020-2-2').toISOString(),
|
||||
reference: '1000',
|
||||
memo: 'Description here.',
|
||||
journal_number: '1000',
|
||||
reference: '2000',
|
||||
description: 'Description here.',
|
||||
entries: [
|
||||
{
|
||||
credit: 1000,
|
||||
@@ -192,12 +194,14 @@ describe('routes: `/accounting`', () => {
|
||||
const foundManualJournal = await ManualJournal.query();
|
||||
|
||||
expect(foundManualJournal.length).equals(1);
|
||||
expect(foundManualJournal[0].reference).equals('1000');
|
||||
|
||||
expect(foundManualJournal[0].reference).equals('2000');
|
||||
expect(foundManualJournal[0].journalNumber).equals('1000');
|
||||
expect(foundManualJournal[0].transactionType).equals('Journal');
|
||||
expect(foundManualJournal[0].amount).equals(1000);
|
||||
expect(moment(foundManualJournal[0].date).format('YYYY-MM-DD')).equals('2020-02-02');
|
||||
expect(foundManualJournal[0].note).equals('Description here.');
|
||||
expect(foundManualJournal[0].userId).equals(1);
|
||||
expect(foundManualJournal[0].description).equals('Description here.');
|
||||
expect(foundManualJournal[0].userId).to.be.a('integer');
|
||||
});
|
||||
|
||||
it('Should store journal transactions to the storage.', async () => {
|
||||
@@ -246,7 +250,7 @@ describe('routes: `/accounting`', () => {
|
||||
});
|
||||
|
||||
|
||||
describe.only('route: `accounting/manual-journals`', async () => {
|
||||
describe('route: `accounting/manual-journals`', async () => {
|
||||
|
||||
it('Should retrieve manual journals resource not found.', async () => {
|
||||
const res = await request()
|
||||
|
||||
Reference in New Issue
Block a user