mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-17 05:10:31 +00:00
feat : Cash flow transaction type.
This commit is contained in:
@@ -1,20 +1,24 @@
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import React from 'react';
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import OwnerContributionForm from './OwnerContribution/OwnerContributionForm';
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import OtherIncomeForm from './OtherIncome/OtherIncomeForm';
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import TransferFromAccountForm from './TransferFromAccount/TransferFromAccountForm';
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export default function MoneyInDialogForm({ accountType }) {
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// Handle from transaction.
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const handleFromTransaction = () => {
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switch (accountType) {
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case 'OWNERS':
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case 'OWNER_CONTRIBUTION':
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return <OwnerContributionForm />;
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case 'EQUITY':
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case 'OTHER_INCOME':
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return <OtherIncomeForm />;
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case 'TRANSFER_FROM_ACCOUNT':
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return <TransferFromAccountForm />;
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default:
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break;
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}
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};
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return <div>{handleFromTransaction()}</div>;
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return <React.Fragment>{handleFromTransaction()}</React.Fragment>;
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}
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@@ -2,6 +2,7 @@ import React from 'react';
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import moment from 'moment';
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import { Intent } from '@blueprintjs/core';
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import { Formik } from 'formik';
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import { omit } from 'lodash';
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import intl from 'react-intl-universal';
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import 'style/pages/CashFlow/CashflowTransactionForm.scss';
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@@ -50,13 +51,13 @@ function OtherIncomeForm({
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const initialValues = {
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...defaultInitialValues,
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currency_code: base_currency,
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credit_account_id: accountId,
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cashflow_account_id: accountId,
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};
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// Handles the form submit.
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const handleFormSubmit = (values, { setSubmitting, setErrors }) => {
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const form = {
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...values,
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...omit(values, ['currency_code']),
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published: submitPayload.publish,
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};
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setSubmitting(true);
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@@ -6,12 +6,12 @@ const Schema = Yup.object().shape({
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date: Yup.date().required().label(intl.get('date')),
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amount: Yup.number().required().label(intl.get('amount')),
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transaction_number: Yup.string(),
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transaction_type: Yup.string().required().label(intl.get('transaction_type')),
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transaction_type: Yup.string().required(),
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reference_no: Yup.string(),
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credit_account_id: Yup.number().required(),
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cashflow_account_id: Yup.string()
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credit_account_id: Yup.number()
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.required()
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.label(intl.get('other_income_account')),
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cashflow_account_id: Yup.string().required(),
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description: Yup.string()
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.min(3)
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.max(DATATYPES_LENGTH.TEXT)
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@@ -14,10 +14,14 @@ import {
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AccountsSuggestField,
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InputPrependText,
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MoneyInputGroup,
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FieldRequiredHint,
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Col,
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Row,
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} from 'components';
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import { DateInput } from '@blueprintjs/datetime';
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import { useAutofocus } from 'hooks';
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import { FieldRequiredHint, Col, Row } from 'components';
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import { ACCOUNT_TYPE } from 'common/accountTypes';
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import {
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inputIntent,
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momentFormatter,
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@@ -28,7 +32,7 @@ import { CLASSES } from 'common/classes';
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import { useMoneyInDailogContext } from '../MoneyInDialogProvider';
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/**
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* Other income form fiedls.
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* Other income form fields.
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*/
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function OtherIncomeFormFields() {
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// Money in dialog context.
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@@ -120,20 +124,24 @@ function OtherIncomeFormFields() {
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<Row>
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<Col xs={5}>
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{/*------------ other income account -----------*/}
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<FastField name={'cashflow_account_id'}>
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<FastField name={'credit_account_id'}>
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{({ form, field, meta: { error, touched } }) => (
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<FormGroup
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label={<T id={'cash_flow_transaction.outher_income_account'} />}
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label={<T id={'cash_flow_transaction.other_income_account'} />}
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labelInfo={<FieldRequiredHint />}
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intent={inputIntent({ error, touched })}
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helperText={<ErrorMessage name="cashflow_account_id" />}
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className={'form-group--cashflow_account_id'}
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helperText={<ErrorMessage name="credit_account_id" />}
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className={'form-group--credit_account_id'}
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>
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<AccountsSuggestField
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accounts={accounts}
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onAccountSelected={({ id }) =>
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form.setFieldValue('cashflow_account_id', id)
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form.setFieldValue('credit_account_id', id)
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}
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filterByTypes={[
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ACCOUNT_TYPE.INCOME,
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ACCOUNT_TYPE.OTHER_INCOME,
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]}
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inputProps={{
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intent: inputIntent({ error, touched }),
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}}
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@@ -2,6 +2,7 @@ import React from 'react';
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import moment from 'moment';
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import { Intent } from '@blueprintjs/core';
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import { Formik } from 'formik';
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import { omit } from 'lodash';
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import intl from 'react-intl-universal';
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import 'style/pages/CashFlow/CashflowTransactionForm.scss';
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@@ -50,13 +51,13 @@ function OwnerContributionForm({
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const initialValues = {
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...defaultInitialValues,
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currency_code: base_currency,
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credit_account_id: accountId,
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cashflow_account_id: accountId,
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};
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// Handles the form submit.
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const handleFormSubmit = (values, { setSubmitting, setErrors }) => {
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const form = {
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...values,
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...omit(values, ['currency_code']),
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published: submitPayload.publish,
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};
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setSubmitting(true);
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@@ -6,12 +6,12 @@ const Schema = Yup.object().shape({
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date: Yup.date().required().label(intl.get('date')),
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amount: Yup.number().required().label(intl.get('amount')),
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transaction_number: Yup.string(),
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transaction_type: Yup.string().required().label(intl.get('transaction_type')),
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transaction_type: Yup.string().required(),
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reference_no: Yup.string(),
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credit_account_id: Yup.number().required(),
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cashflow_account_id: Yup.string()
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credit_account_id: Yup.number()
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.required()
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.label(intl.get('cash_flow_transaction.label_equity_account')),
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cashflow_account_id: Yup.string().required(),
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description: Yup.string()
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.min(3)
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.max(DATATYPES_LENGTH.TEXT)
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@@ -14,10 +14,13 @@ import {
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AccountsSuggestField,
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InputPrependText,
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MoneyInputGroup,
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FieldRequiredHint,
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Col,
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Row,
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} from 'components';
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import { DateInput } from '@blueprintjs/datetime';
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import { useAutofocus } from 'hooks';
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import { FieldRequiredHint, Col, Row } from 'components';
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import { ACCOUNT_TYPE } from 'common/accountTypes';
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import {
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inputIntent,
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momentFormatter,
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@@ -118,21 +121,22 @@ function OwnerContributionFormFields() {
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<Row>
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<Col xs={5}>
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{/*------------ cash flow account -----------*/}
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<FastField name={'cashflow_account_id'}>
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{/*------------ equity account -----------*/}
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<FastField name={'credit_account_id'}>
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{({ form, field, meta: { error, touched } }) => (
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<FormGroup
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label={<T id={'cash_flow_transaction.label_equity_account'} />}
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labelInfo={<FieldRequiredHint />}
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intent={inputIntent({ error, touched })}
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helperText={<ErrorMessage name="cashflow_account_id" />}
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className={'form-group--cashflow_account_id'}
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helperText={<ErrorMessage name="credit_account_id" />}
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className={'form-group--credit_account_id'}
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>
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<AccountsSuggestField
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accounts={accounts}
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onAccountSelected={({ id }) =>
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form.setFieldValue('cashflow_account_id', id)
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form.setFieldValue('credit_account_id', id)
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}
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filterByTypes={ACCOUNT_TYPE.EQUITY}
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inputProps={{
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intent: inputIntent({ error, touched }),
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}}
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@@ -0,0 +1,92 @@
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import React from 'react';
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import moment from 'moment';
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import { Intent } from '@blueprintjs/core';
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import { Formik } from 'formik';
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import { omit } from 'lodash';
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import intl from 'react-intl-universal';
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import 'style/pages/CashFlow/CashflowTransactionForm.scss';
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import { AppToaster } from 'components';
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import { CreateTransferFromAccountFormSchema } from './TransferFromAccountForm.schema';
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import TransferFromAccountFormContent from './TransferFromAccountFormContent';
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import { useMoneyInDailogContext } from '../MoneyInDialogProvider';
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import withDialogActions from 'containers/Dialog/withDialogActions';
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import withCurrentOrganization from 'containers/Organization/withCurrentOrganization';
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import { compose } from 'utils';
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const defaultInitialValues = {
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date: moment(new Date()).format('YYYY-MM-DD'),
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amount: '',
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transaction_number: '',
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transaction_type: 'transfer_from_account',
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reference_no: '',
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cashflow_account_id: '',
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credit_account_id: '',
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description: '',
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published: '',
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};
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/**
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* Transfer from account form.
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*/
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function TransferFromAccountForm({
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// #withDialogActions
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closeDialog,
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// #withCurrentOrganization
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organization: { base_currency },
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}) {
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const {
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dialogName,
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accountId,
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createCashflowTransactionMutate,
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submitPayload,
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} = useMoneyInDailogContext();
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// Initial form values.
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const initialValues = {
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...defaultInitialValues,
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currency_code: base_currency,
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cashflow_account_id: accountId,
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};
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// Handles the form submit.
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const handleFormSubmit = (values, { setSubmitting, setErrors }) => {
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const form = {
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...omit(values, ['currency_code']),
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published: submitPayload.publish,
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};
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setSubmitting(true);
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createCashflowTransactionMutate(form)
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.then(() => {
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closeDialog(dialogName);
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AppToaster.show({
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message: intl.get('cash_flow_transaction_success_message'),
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intent: Intent.SUCCESS,
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});
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})
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.finally(() => {
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setSubmitting(true);
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});
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};
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return (
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<Formik
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validationSchema={CreateTransferFromAccountFormSchema}
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initialValues={initialValues}
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onSubmit={handleFormSubmit}
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>
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<TransferFromAccountFormContent />
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</Formik>
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);
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}
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export default compose(
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withDialogActions,
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withCurrentOrganization(),
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)(TransferFromAccountForm);
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@@ -0,0 +1,22 @@
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import * as Yup from 'yup';
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import intl from 'react-intl-universal';
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import { DATATYPES_LENGTH } from 'common/dataTypes';
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const Schema = Yup.object().shape({
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date: Yup.date().required().label(intl.get('date')),
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amount: Yup.number().required().label(intl.get('amount')),
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transaction_number: Yup.string(),
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transaction_type: Yup.string().required(),
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reference_no: Yup.string(),
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credit_account_id: Yup.number()
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.required()
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.label(intl.get('cash_flow_transaction.label_transfer_account')),
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cashflow_account_id: Yup.string().required(),
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description: Yup.string()
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.min(3)
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.max(DATATYPES_LENGTH.TEXT)
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.label(intl.get('description')),
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published: Yup.boolean(),
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});
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export const CreateTransferFromAccountFormSchema = Schema;
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@@ -0,0 +1,14 @@
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import React from 'react';
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import { Form } from 'formik';
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import TransferFromAccountFormFields from './TransferFromAccountFormFields';
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import MoneyInFloatingActions from '../MoneyInFloatingActions';
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export default function TransferFromAccountFormContent() {
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return (
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<Form>
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<TransferFromAccountFormFields />
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<MoneyInFloatingActions />
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</Form>
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);
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}
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@@ -0,0 +1,198 @@
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import React from 'react';
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import { FastField, ErrorMessage } from 'formik';
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import {
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Classes,
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FormGroup,
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InputGroup,
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TextArea,
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Position,
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ControlGroup,
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} from '@blueprintjs/core';
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import classNames from 'classnames';
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import {
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FormattedMessage as T,
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AccountsSuggestField,
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InputPrependText,
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MoneyInputGroup,
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FieldRequiredHint,
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Col,
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Row,
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} from 'components';
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import { DateInput } from '@blueprintjs/datetime';
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import { useAutofocus } from 'hooks';
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import { ACCOUNT_TYPE } from 'common/accountTypes';
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|
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import {
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inputIntent,
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momentFormatter,
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tansformDateValue,
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handleDateChange,
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} from 'utils';
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import { CLASSES } from 'common/classes';
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import { useMoneyInDailogContext } from '../MoneyInDialogProvider';
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/**
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* Transfer from account form fields.
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*/
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function TransferFromAccountFormFields() {
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// Money in dialog context.
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const { accounts } = useMoneyInDailogContext();
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const amountFieldRef = useAutofocus();
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return (
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<div className={Classes.DIALOG_BODY}>
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<Row>
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<Col xs={5}>
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{/*------------ Date -----------*/}
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<FastField name={'date'}>
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{({ form, field: { value }, meta: { error, touched } }) => (
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<FormGroup
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label={<T id={'date'} />}
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labelInfo={<FieldRequiredHint />}
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intent={inputIntent({ error, touched })}
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helperText={<ErrorMessage name="date" />}
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minimal={true}
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className={classNames(CLASSES.FILL, 'form-group--date')}
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>
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<DateInput
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{...momentFormatter('YYYY/MM/DD')}
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onChange={handleDateChange((formattedDate) => {
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form.setFieldValue('date', formattedDate);
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})}
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value={tansformDateValue(value)}
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popoverProps={{
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position: Position.BOTTOM,
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minimal: true,
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||||
}}
|
||||
intent={inputIntent({ error, touched })}
|
||||
/>
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</FormGroup>
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||||
)}
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</FastField>
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</Col>
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<Col xs={5}>
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{/*------------ Transaction number -----------*/}
|
||||
<FastField name={'transaction_number'}>
|
||||
{({ form, field, meta: { error, touched } }) => (
|
||||
<FormGroup
|
||||
label={<T id={'transaction_number'} />}
|
||||
intent={inputIntent({ error, touched })}
|
||||
helperText={<ErrorMessage name="transaction_number" />}
|
||||
className={'form-group--transaction_number'}
|
||||
>
|
||||
<InputGroup
|
||||
intent={inputIntent({ error, touched })}
|
||||
{...field}
|
||||
/>
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
</Col>
|
||||
</Row>
|
||||
{/*------------ amount -----------*/}
|
||||
<FastField name={'amount'}>
|
||||
{({
|
||||
form: { values, setFieldValue },
|
||||
field: { value },
|
||||
meta: { error, touched },
|
||||
}) => (
|
||||
<FormGroup
|
||||
label={<T id={'amount'} />}
|
||||
labelInfo={<FieldRequiredHint />}
|
||||
intent={inputIntent({ error, touched })}
|
||||
helperText={<ErrorMessage name="amount" />}
|
||||
className={'form-group--amount'}
|
||||
>
|
||||
<ControlGroup>
|
||||
<InputPrependText text={values.currency_code} />
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||||
|
||||
<MoneyInputGroup
|
||||
value={value}
|
||||
minimal={true}
|
||||
onChange={(amount) => {
|
||||
setFieldValue('amount', amount);
|
||||
}}
|
||||
inputRef={(ref) => (amountFieldRef.current = ref)}
|
||||
intent={inputIntent({ error, touched })}
|
||||
/>
|
||||
</ControlGroup>
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
|
||||
<Row>
|
||||
<Col xs={5}>
|
||||
{/*------------ transfer from account -----------*/}
|
||||
<FastField name={'credit_account_id'}>
|
||||
{({ form, field, meta: { error, touched } }) => (
|
||||
<FormGroup
|
||||
label={
|
||||
'Transfer account'
|
||||
// <T id={'cash_flow_transaction.label_transfer_from_account'} />
|
||||
}
|
||||
labelInfo={<FieldRequiredHint />}
|
||||
intent={inputIntent({ error, touched })}
|
||||
helperText={<ErrorMessage name="credit_account_id" />}
|
||||
className={'form-group--credit_account_id'}
|
||||
>
|
||||
<AccountsSuggestField
|
||||
accounts={accounts}
|
||||
onAccountSelected={({ id }) =>
|
||||
form.setFieldValue('credit_account_id', id)
|
||||
}
|
||||
filterByTypes={[
|
||||
ACCOUNT_TYPE.CASH,
|
||||
ACCOUNT_TYPE.BANK,
|
||||
ACCOUNT_TYPE.CREDIT_CARD,
|
||||
]}
|
||||
inputProps={{
|
||||
intent: inputIntent({ error, touched }),
|
||||
}}
|
||||
/>
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
</Col>
|
||||
<Col xs={5}>
|
||||
{/*------------ Reference -----------*/}
|
||||
<FastField name={'reference_no'}>
|
||||
{({ form, field, meta: { error, touched } }) => (
|
||||
<FormGroup
|
||||
label={<T id={'reference_no'} />}
|
||||
intent={inputIntent({ error, touched })}
|
||||
helperText={<ErrorMessage name="reference_no" />}
|
||||
className={'form-group--reference-no'}
|
||||
>
|
||||
<InputGroup
|
||||
intent={inputIntent({ error, touched })}
|
||||
{...field}
|
||||
/>
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
</Col>
|
||||
</Row>
|
||||
{/*------------ description -----------*/}
|
||||
<FastField name={'description'}>
|
||||
{({ field, meta: { error, touched } }) => (
|
||||
<FormGroup
|
||||
label={<T id={'description'} />}
|
||||
className={'form-group--description'}
|
||||
intent={inputIntent({ error, touched })}
|
||||
helperText={<ErrorMessage name={'description'} />}
|
||||
>
|
||||
<TextArea
|
||||
growVertically={true}
|
||||
large={true}
|
||||
intent={inputIntent({ error, touched })}
|
||||
{...field}
|
||||
/>
|
||||
</FormGroup>
|
||||
)}
|
||||
</FastField>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
export default TransferFromAccountFormFields;
|
||||
Reference in New Issue
Block a user