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WIP Financial statements.

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This commit is contained in:
Ahmed Bouhuolia
2020-04-05 14:27:06 +02:00
parent 4227f2f9a8
commit b09fc58042
33 changed files with 725 additions and 343 deletions
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20
client/src/store/financialStatement/financialStatements.actions.js
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@@ -3,11 +3,19 @@ import t from 'store/types';
export const fetchGeneralLedger = ({ query }) => {
return (dispatch) => new Promise((resolve, reject) => {
dispatch({
type: t.GENERAL_LEDGER_SHEET_LOADING,
loading: true,
})
ApiService.get('/financial_statements/general_ledger', { params: query }).then((response) => {
dispatch({
type: t.GENERAL_LEDGER_STATEMENT_SET,
data: response.data,
});
dispatch({
type: t.GENERAL_LEDGER_SHEET_LOADING,
loading: false,
});
resolve(response);
}).catch((error) => { reject(error); });
});
@@ -15,12 +23,20 @@ export const fetchGeneralLedger = ({ query }) => {
export const fetchBalanceSheet = ({ query }) => {
return (dispatch) => new Promise((resolve, reject) => {
dispatch({
type: t.BALANCE_SHEET_LOADING,
loading: true,
});
ApiService.get('/financial_statements/balance_sheet', { params: query }).then((response) => {
dispatch({
type: t.BALANCE_SHEET_STATEMENT_SET,
data: response.data,
query: query,
});
dispatch({
type: t.BALANCE_SHEET_LOADING,
loading: false,
});
resolve(response);
}).catch((error) => { reject(error); });
});
@@ -50,9 +66,9 @@ export const fetchProfitLossSheet = ({ query }) => {
return (dispatch) => new Promise((resolve, reject) => {
dispatch({
type: t.PROFIT_LOSS_SHEET_LOADING,
loading: false,
loading: true,
});
ApiService.get('/financial_statements/profit_loss_sheet').then((response) => {
ApiService.get('/financial_statements/profit_loss_sheet', { params: query }).then((response) => {
dispatch({
type: t.PROFIT_LOSS_SHEET_SET,
profitLoss: response.data.profitLoss,

63
client/src/store/financialStatement/financialStatements.reducer.js
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@@ -1,14 +1,17 @@
import { createReducer } from '@reduxjs/toolkit';
import t from 'store/types';
import {
getBalanceSheetIndexByQuery,
// getBalanceSheetIndexByQuery,
getFinancialSheetIndexByQuery,
// getFinancialSheetIndexByQuery,
} from './financialStatements.selectors';
import {omit} from 'lodash';
const initialState = {
balanceSheets: [],
balanceSheet: {
sheets: [],
loading: false,
},
trialBalance: {
sheets: [],
loading: false,
@@ -72,22 +75,61 @@ const mapJournalTableRows = (journal) => {
}, []);
}
const mapProfitLossToTableRows = (profitLoss) => {
return [
{
name: 'Income',
total: profitLoss.income.total,
children: [
...profitLoss.income.accounts,
{
name: 'Total Income',
total: profitLoss.income.total,
rowType: 'income_total',
}
],
},
{
name: 'Expenses',
total: profitLoss.expenses.total,
children: [
...profitLoss.expenses.accounts,
{
name: 'Total Expenses',
total: profitLoss.expenses.total,
rowType: 'expense_total',
}
],
},
{
name: 'Net Income',
total: profitLoss.net_income.total,
rowType: 'net_income',
}
]
};
export default createReducer(initialState, {
[t.BALANCE_SHEET_STATEMENT_SET]: (state, action) => {
const index = getBalanceSheetIndexByQuery(state.balanceSheets, action.query);
const index = getFinancialSheetIndexByQuery(state.balanceSheet.sheets, action.query);
const balanceSheet = {
balances: action.data.balance_sheet,
accounts: action.data.accounts,
columns: Object.values(action.data.columns),
query: action.data.query,
};
if (index !== -1) {
state.balanceSheets[index] = balanceSheet;
state.balanceSheet.sheets[index] = balanceSheet;
} else {
state.balanceSheets.push(balanceSheet);
state.balanceSheet.sheets.push(balanceSheet);
}
},
[t.BALANCE_SHEET_LOADING]: (state, action) => {
state.balanceSheet.loading = !!action.loading;
},
[t.TRAIL_BALANCE_STATEMENT_SET]: (state, action) => {
const index = getFinancialSheetIndexByQuery(state.trialBalance.sheets, action.query);
const trailBalanceSheet = {
@@ -139,13 +181,18 @@ export default createReducer(initialState, {
}
},
[t.GENERAL_LEDGER_SHEET_LOADING]: (state, action) => {
state.generalLedger.loading = !!action.loading;
},
[t.PROFIT_LOSS_SHEET_SET]: (state, action) => {
const index = getFinancialSheetIndexByQuery(state.profitLoss.sheets, action.query);
const profitLossSheet = {
query: action.query,
profitLoss: action.profitLoss,
columns: action.columns,
tableRows: mapProfitLossToTableRows(action.profitLoss),
};
if (index !== -1) {
state.profitLoss.sheets[index] = profitLossSheet;

94
client/src/store/financialStatement/financialStatements.selectors.js
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@@ -38,97 +38,19 @@ export const getFinancialSheetColumns = (sheets, index) => {
* @param {array} sheets
* @param {number} index
*/
export const getFinancialSheetsQuery = (sheets, index) => {
export const getFinancialSheetQuery = (sheets, index) => {
const sheet = getFinancialSheet(sheets, index);
return (sheet && sheet.query) ? sheet.columns : {};
return (sheet && sheet.query) ? sheet.query : {};
};
// Balance Sheet.
export const getBalanceSheetByQuery = (balanceSheets, query) => {
return balanceSheets.find(balanceSheet => {
return getObjectDiff(query, balanceSheet.query).length === 0;
});
};
export const getBalanceSheetIndexByQuery = (balanceSheets, query) => {
return balanceSheets.findIndex((balanceSheet) => {
return getObjectDiff(query, balanceSheet.query).length === 0;
});
};
export const getBalanceSheetByIndex = (balanceSheets, sheetIndex) => {
return balanceSheets[sheetIndex];
};
export const getBalanceSheetQuery = (balanceSheets, sheetIndex) => {
if (typeof balanceSheets[sheetIndex] === 'object') {
return balanceSheets[sheetIndex].query || {};
}
return {};
};
export const getBalanceSheetAssetsAccounts = (balanceSheets, sheetIndex) => {
if (typeof balanceSheets[sheetIndex] === 'object') {
return balanceSheets[sheetIndex].balances.assets.accounts || [];
}
return [];
};
export const getBalanceSheetLiabilitiesAccounts = (balanceSheets, sheetIndex) => {
if (typeof balanceSheets[sheetIndex] === 'object') {
return balanceSheets[sheetIndex].balances.liabilities_equity.accounts || [];
}
return [];
};
export const getBalanceSheetColumns = (balanceSheets, sheetIndex) => {
if (typeof balanceSheets[sheetIndex] === 'object') {
return balanceSheets[sheetIndex].columns;
}
return [];
export const getFinancialSheetAccounts = (sheets, index) => {
const sheet = getFinancialSheet(sheets, index);
return (sheet && sheet.accounts) ? sheet.accounts : [];
};
// Trial Balance Sheet.
export const getTrialBalanceSheetIndex = (trialBalanceSheets, query) => {
return trialBalanceSheets.find((trialBalanceSheet) => {
return getObjectDiff(query, trialBalanceSheet.query).length === 0;
});
};
export const getTrialBalanceAccounts = (trialBalanceSheets, sheetIndex) => {
if (typeof trialBalanceSheets[sheetIndex] === 'object') {
return trialBalanceSheets[sheetIndex].accounts;
}
return [];
};
export const getTrialBalanceQuery = (trialBalanceSheets, sheetIndex) => {
if (typeof trialBalanceSheets[sheetIndex] === 'object') {
return trialBalanceSheets[sheetIndex].query;
}
return [];
};
// Profit/Loss Sheet selectors.
export const getProfitLossSheetIndex = (profitLossSheets, query) => {
return profitLossSheets.find((profitLossSheet) => {
return getObjectDiff(query, profitLossSheet.query).length === 0;
});
}
export const getProfitLossSheet = (profitLossSheets, index) => {
return (typeof profitLossSheets[index] !== 'undefined') ?
profitLossSheets[index] : null;
};
export const getProfitLossSheetColumns = (profitLossSheets, index) => {
const sheet = getProfitLossSheet(profitLossSheets, index);
return (sheet) ? sheet.columns : [];
};
export const getProfitLossSheetAccounts = (profitLossSheets, index) => {
const sheet = getProfitLossSheet(profitLossSheets, index);
return (sheet) ? sheet.accounts : [];
export const getFinancialSheetTableRows = (sheets, index) => {
const sheet = getFinancialSheet(sheets, index);
return (sheet && sheet.tableRows) ? sheet.tableRows : [];
};

5
client/src/store/financialStatement/financialStatements.types.js
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@@ -2,9 +2,14 @@
export default {
GENERAL_LEDGER_STATEMENT_SET: 'GENERAL_LEDGER_STATEMENT_SET',
GENERAL_LEDGER_SHEET_LOADING: 'GENERAL_LEDGER_SHEET_LOADING',
BALANCE_SHEET_STATEMENT_SET: 'BALANCE_SHEET_STATEMENT_SET',
BALANCE_SHEET_LOADING: 'BALANCE_SHEET_LOADING',
TRAIL_BALANCE_STATEMENT_SET: 'TRAIL_BALANCE_STATEMENT_SET',
TRIAL_BALANCE_SHEET_LOADING: 'TRIAL_BALANCE_SHEET_LOADING',
JOURNAL_SHEET_SET: 'JOURNAL_SHEET_SET',
JOURNAL_SHEET_LOADING: 'JOURNAL_SHEET_LOADING',