mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-16 04:40:32 +00:00
fix: BIG-132 AR/AP aging summary report filter by none transactions/zero contacts.
This commit is contained in:
@@ -17,7 +17,7 @@ import withAPAgingSummaryActions from './withAPAgingSummaryActions';
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import { compose } from 'utils';
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/**
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* AP aging summary report.
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* A/P aging summary report.
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*/
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function APAgingSummary({
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// #withSettings
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@@ -28,9 +28,10 @@ function APAgingSummary({
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}) {
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const [filter, setFilter] = useState({
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asDate: moment().endOf('day').format('YYYY-MM-DD'),
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agingBeforeDays: 30,
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agingDaysBefore: 30,
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agingPeriods: 3,
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vendorsIds: [],
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filterByOption: 'without-zero-balance',
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});
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// Handle filter submit.
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@@ -49,6 +49,7 @@ function APAgingSummaryHeader({
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agingDaysBefore: 30,
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agingPeriods: 3,
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vendorsIds: [],
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filterByOption: 'without-zero-balance',
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};
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// Formik initial values.
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const initialValues = transformToForm(pageFilter, defaultValues);
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@@ -61,10 +62,14 @@ function APAgingSummaryHeader({
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};
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// Handle cancel button click.
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const handleCancelClick = () => { toggleFilterDrawerDisplay(false); };
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const handleCancelClick = () => {
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toggleFilterDrawerDisplay(false);
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};
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// Handle the drawer closing.
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const handleDrawerClose = () => { toggleFilterDrawerDisplay(false); };
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const handleDrawerClose = () => {
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toggleFilterDrawerDisplay(false);
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};
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return (
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<FinancialStatementHeader
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@@ -17,6 +17,8 @@ import {
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FieldHint,
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} from 'components';
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import { useAPAgingSummaryGeneralContext } from './APAgingSummaryGeneralProvider';
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import FinancialStatementsFilter from '../FinancialStatementsFilter';
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import { filterVendorsOptions } from './constants';
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import {
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momentFormatter,
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tansformDateValue,
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@@ -90,6 +92,15 @@ export default function APAgingSummaryHeaderGeneralContent() {
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</Col>
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</Row>
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<Row>
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<Col xs={5}>
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<FinancialStatementsFilter
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items={filterVendorsOptions}
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label={<T id={'AP_aging_summary.filter_options.label'} />}
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/>
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</Col>
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</Row>
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<Row>
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<Col xs={5}>
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<Field name={'vendorsIds'}>
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@@ -1,6 +1,7 @@
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import React, { useMemo, createContext, useContext } from 'react';
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import FinancialReportPage from '../FinancialReportPage';
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import { useAPAgingSummaryReport, useVendors } from 'hooks/query';
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import { useAPAgingSummaryReport } from '../../../hooks/query';
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import { transformFilterFormToQuery } from '../common';
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const APAgingSummaryContext = createContext();
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@@ -0,0 +1,14 @@
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import intl from 'react-intl-universal';
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export const filterVendorsOptions = [
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{
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key: 'all-vendors',
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name: intl.get('AP_aging_summary.filter_vendors.all_vendors'),
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hint: intl.get('AP_aging_summary.filter_vendors.all_vendors.hint'),
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},
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{
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key: 'without-zero-balance',
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name: intl.get('AP_aging_summary.filter_vendors.without_zero_balance'),
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hint: intl.get('AP_aging_summary.filter_vendors.without_zero_balance.hint'),
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},
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];
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@@ -32,6 +32,7 @@ function ReceivableAgingSummarySheet({
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agingDaysBefore: 30,
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agingPeriods: 3,
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customersIds: [],
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filterByOption: 'without-zero-balance',
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});
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// Handle filter submit.
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@@ -27,6 +27,7 @@ function ARAgingSummaryHeader({
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// #withARAgingSummary
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isFilterDrawerOpen,
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}) {
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// Validation schema.
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const validationSchema = Yup.object().shape({
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asDate: Yup.date().required().label('asDate'),
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agingDaysBefore: Yup.number()
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@@ -46,6 +47,7 @@ function ARAgingSummaryHeader({
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agingDaysBefore: 30,
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agingPeriods: 3,
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customersIds: [],
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filterByOption: 'without-zero-balance',
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};
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// Initial values.
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const initialValues = transformToForm(
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@@ -67,7 +69,6 @@ function ARAgingSummaryHeader({
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const handleCancelClick = () => {
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toggleFilterDrawerDisplay(false);
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};
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// Handle the drawer close.
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const handleDrawerClose = () => {
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toggleFilterDrawerDisplay(false);
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@@ -10,6 +10,7 @@ import {
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} from '@blueprintjs/core';
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import classNames from 'classnames';
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import FinancialStatementsFilter from '../FinancialStatementsFilter';
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import {
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FormattedMessage as T,
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ContactsMultiSelect,
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@@ -19,6 +20,7 @@ import {
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} from 'components';
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import { momentFormatter } from 'utils';
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import { useARAgingSummaryGeneralContext } from './ARAgingSummaryGeneralProvider';
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import { filterCustomersOptions } from './constants';
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/**
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* AR Aging Summary - Drawer Header - General Fields.
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@@ -96,6 +98,16 @@ export default function ARAgingSummaryHeaderGeneralContent() {
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</FastField>
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</Col>
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</Row>
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<Row>
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<Col xs={5}>
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<FinancialStatementsFilter
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items={filterCustomersOptions}
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label={<T id={'AR_aging_summary.filter_options.label'} />}
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/>
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</Col>
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</Row>
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<Row>
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<Col xs={5}>
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<Field name="customersIds">
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@@ -9,7 +9,7 @@ const ARAgingSummaryContext = createContext();
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* A/R aging summary provider.
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*/
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function ARAgingSummaryProvider({ filter, ...props }) {
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// Transformes the filter from to the Url query.
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// Transformes the filter from to the url query.
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const query = useMemo(() => transformFilterFormToQuery(filter), [filter]);
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// A/R aging summary sheet context.
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@@ -13,8 +13,6 @@ export default function ReceivableAgingSummaryTable({
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// #ownProps
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organizationName,
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}) {
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// AR aging summary report context.
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const { ARAgingSummary, isARAgingLoading } = useARAgingSummaryContext();
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@@ -23,10 +21,6 @@ export default function ReceivableAgingSummaryTable({
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const rowClassNames = (row) => [`row-type--${row.original.rowType}`];
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const handleFetchData = useCallback((...args) => {
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// onFetchData && onFetchData(...args);
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}, []);
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return (
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<FinancialSheet
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companyName={organizationName}
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@@ -40,7 +34,6 @@ export default function ReceivableAgingSummaryTable({
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columns={columns}
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data={ARAgingSummary.tableRows}
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rowClassNames={rowClassNames}
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onFetchData={handleFetchData}
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noInitialFetch={true}
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sticky={true}
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/>
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@@ -0,0 +1,16 @@
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import intl from 'react-intl-universal';
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export const filterCustomersOptions = [
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{
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key: 'all-customers',
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name: intl.get('AR_aging_summary.filter_customers.all_customers'),
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hint: intl.get('AR_aging_summary.filter_customers.all_customers.hint'),
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},
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{
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key: 'without-zero-balance',
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name: intl.get('AR_aging_summary.filter_customers.without_zero_balance'),
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hint: intl.get(
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'AR_aging_summary.filter_customers.without_zero_balance.hint',
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),
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},
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];
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@@ -1,4 +1,7 @@
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import React from 'react';
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import { Row, Col } from '../../../components';
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import FinancialStatementDateRange from 'containers/FinancialStatements/FinancialStatementDateRange';
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import SelectDisplayColumnsBy from '../SelectDisplayColumnsBy';
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import RadiosAccountingBasis from '../RadiosAccountingBasis';
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@@ -12,9 +15,12 @@ export default function BalanceSheetHeaderGeneralTab({}) {
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<div>
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<FinancialStatementDateRange />
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<SelectDisplayColumnsBy />
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<FinancialStatementsFilter
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initialSelectedItem={'all-accounts'}
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/>
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<Row>
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<Col xs={4}>
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<FinancialStatementsFilter initialSelectedItem={'all-accounts'} />
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</Col>
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</Row>
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<RadiosAccountingBasis key={'basis'} />
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</div>
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);
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@@ -1,4 +1,6 @@
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import React from 'react';
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import { Row, Col } from '../../../components';
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import FinancialStatementDateRange from 'containers/FinancialStatements/FinancialStatementDateRange';
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import FinancialStatementsFilter from '../FinancialStatementsFilter';
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import RadiosAccountingBasis from '../RadiosAccountingBasis';
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@@ -13,7 +15,14 @@ export default function CashFlowStatementHeaderGeneralPanel() {
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<div>
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<FinancialStatementDateRange />
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<SelectDisplayColumnsBy />
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<FinancialStatementsFilter initialSelectedItem={'with-transactions'} />
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<Row>
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<Col xs={4}>
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<FinancialStatementsFilter
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initialSelectedItem={'with-transactions'}
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/>
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</Col>
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</Row>
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<RadiosAccountingBasis key={'basis'} />
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</div>
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);
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@@ -68,11 +68,15 @@ export default function CustomersBalanceSummaryGeneralPanelContent() {
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</Col>
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</Row>
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<FinancialStatementsFilter
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items={filterCustomersOptions}
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label={<T id={'customers.label_filter_customers'} />}
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initialSelectedItem={'with-transactions'}
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/>
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<Row>
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<Col xs={5}>
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<FinancialStatementsFilter
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items={filterCustomersOptions}
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label={<T id={'customers.label_filter_customers'} />}
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initialSelectedItem={'with-transactions'}
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/>
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</Col>
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</Row>
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<Row>
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<Col xs={5}>
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@@ -37,13 +37,19 @@ function CustomersTransactionsHeaderGeneralPanelContent() {
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return (
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<div>
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<FinancialStatementDateRange />
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<FinancialStatementsFilter
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items={filterCustomersOptions}
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label={<T id={'customers.label_filter_customers'} />}
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initialSelectedItem={'with-transactions'}
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/>
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<Row>
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<Col xs={5}>
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<Col xs={4}>
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<FinancialStatementsFilter
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items={filterCustomersOptions}
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label={<T id={'customers.label_filter_customers'} />}
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initialSelectedItem={'with-transactions'}
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/>
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</Col>
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</Row>
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<Row>
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<Col xs={4}>
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<Field name={'customersIds'}>
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{({ form: { setFieldValue }, field: { value } }) => (
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<FormGroup
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@@ -11,10 +11,9 @@ import classNames from 'classnames';
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import { FastField } from 'formik';
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import { CLASSES } from 'common/classes';
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import { Col, Row, ListSelect, MODIFIER } from 'components';
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import { ListSelect, MODIFIER } from 'components';
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import { filterAccountsOptions } from './constants';
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export default function FinancialStatementsFilter({
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items = filterAccountsOptions,
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label = <T id={'filter_accounts'} />,
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@@ -43,33 +42,29 @@ export default function FinancialStatementsFilter({
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};
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return (
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<Row>
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<Col xs={4}>
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<FastField name={'filterByOption'}>
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{({ form: { setFieldValue }, field: { value } }) => (
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<FormGroup
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label={label}
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className="form-group--select-list bp3-fill"
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inline={false}
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>
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<ListSelect
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items={items}
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itemRenderer={filterRenderer}
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popoverProps={{ minimal: true }}
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filterable={false}
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selectedItem={value}
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selectedItemProp={'key'}
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textProp={'name'}
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onItemSelect={(item) => {
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setFieldValue('filterByOption', item.key);
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}}
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className={classNames(CLASSES.SELECT_LIST_FILL_POPOVER)}
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{...restProps}
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/>
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</FormGroup>
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)}
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</FastField>
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</Col>
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</Row>
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<FastField name={'filterByOption'}>
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{({ form: { setFieldValue }, field: { value } }) => (
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<FormGroup
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label={label}
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className="form-group--select-list bp3-fill"
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inline={false}
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>
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<ListSelect
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items={items}
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itemRenderer={filterRenderer}
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popoverProps={{ minimal: true }}
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filterable={false}
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selectedItem={value}
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selectedItemProp={'key'}
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textProp={'name'}
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onItemSelect={(item) => {
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setFieldValue('filterByOption', item.key);
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}}
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className={classNames(CLASSES.SELECT_LIST_FILL_POPOVER)}
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{...restProps}
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/>
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</FormGroup>
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)}
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</FastField>
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);
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}
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@@ -33,10 +33,15 @@ function GLHeaderGeneralPaneContent() {
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return (
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<React.Fragment>
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<FinancialStatementDateRange />
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<FinancialStatementsFilter
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items={filterAccountsOptions}
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initialSelectedItem={'with-transactions'}
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/>
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<Row>
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<Col xs={4}>
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<FinancialStatementsFilter
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items={filterAccountsOptions}
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initialSelectedItem={'with-transactions'}
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/>
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</Col>
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</Row>
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<Row>
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<Col xs={4}>
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<FormGroup
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@@ -35,7 +35,6 @@ export function useGeneralLedgerTableColumns() {
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return row.date;
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},
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className: 'date',
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textOverview: true,
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width: 120,
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},
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{
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@@ -1,8 +1,6 @@
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import React, { useMemo, useCallback } from 'react';
|
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import React, { useMemo } from 'react';
|
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import intl from 'react-intl-universal';
|
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|
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import classNames from 'classnames';
|
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|
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import FinancialSheet from 'components/FinancialSheet';
|
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import { DataTable } from 'components';
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import { useInventoryItemDetailsColumns } from './components';
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@@ -1,6 +1,6 @@
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import React from 'react';
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import * as R from 'ramda';
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import { getColumnWidth, getForceWidth } from 'utils';
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import { getColumnWidth } from 'utils';
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import { CellForceWidth } from '../../../components';
|
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|
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/**
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* columns mapper.
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@@ -9,25 +9,15 @@ const columnsMapper = (data, index, column) => ({
|
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id: column.key,
|
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key: column.key,
|
||||
Header: column.label,
|
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accessor: ({ cells }) => {
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return (
|
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<span
|
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className={'force-width'}
|
||||
style={{
|
||||
minWidth: getForceWidth(cells[0].value),
|
||||
}}
|
||||
>
|
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{cells[index]?.value}
|
||||
</span>
|
||||
);
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||||
},
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Cell: CellForceWidth,
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accessor: `cells[${index}].value`,
|
||||
forceWidthAccess: `cells[0].value`,
|
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className: column.key,
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||||
width: getColumnWidth(data, `cells.${index}.key`, {
|
||||
minWidth: 130,
|
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magicSpacing: 10,
|
||||
}),
|
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disableSortBy: true,
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||||
// textOverview: true,
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||||
});
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||||
|
||||
/**
|
||||
|
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@@ -69,11 +69,16 @@ function InventoryValuationHeaderGeneralPanelContent() {
|
||||
</FastField>
|
||||
</Col>
|
||||
</Row>
|
||||
<FinancialStatementsFilter
|
||||
items={filterInventoryValuationOptions}
|
||||
label={<T id={'items.label_filter_items'} />}
|
||||
initialSelectedItem={'all-items'}
|
||||
/>
|
||||
|
||||
<Row>
|
||||
<Col xs={4}>
|
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<FinancialStatementsFilter
|
||||
items={filterInventoryValuationOptions}
|
||||
label={<T id={'items.label_filter_items'} />}
|
||||
initialSelectedItem={'all-items'}
|
||||
/>
|
||||
</Col>
|
||||
</Row>
|
||||
|
||||
<Row>
|
||||
<Col xs={4}>
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
import React from 'react';
|
||||
|
||||
import { Row, Col } from '../../../components';
|
||||
import FinancialStatementDateRange from 'containers/FinancialStatements/FinancialStatementDateRange';
|
||||
import SelectDisplayColumnsBy from '../SelectDisplayColumnsBy';
|
||||
import RadiosAccountingBasis from '../RadiosAccountingBasis';
|
||||
@@ -13,7 +14,14 @@ export default function ProfitLossSheetHeaderGeneralPane({}) {
|
||||
<div>
|
||||
<FinancialStatementDateRange />
|
||||
<SelectDisplayColumnsBy />
|
||||
<FinancialStatementsFilter initialSelectedItem={'with-transactions'} />
|
||||
|
||||
<Row>
|
||||
<Col xs={4}>
|
||||
<FinancialStatementsFilter
|
||||
initialSelectedItem={'with-transactions'}
|
||||
/>
|
||||
</Col>
|
||||
</Row>
|
||||
<RadiosAccountingBasis key={'basis'} />
|
||||
</div>
|
||||
);
|
||||
|
||||
@@ -37,11 +37,16 @@ function PurchasesByItemsGeneralPanelContent() {
|
||||
return (
|
||||
<div>
|
||||
<FinancialStatementDateRange />
|
||||
<FinancialStatementsFilter
|
||||
items={filterItemsOptions}
|
||||
label={<T id={'items.label_filter_items'} />}
|
||||
initialSelectedItem={'with-transactions'}
|
||||
/>
|
||||
|
||||
<Row>
|
||||
<Col xs={4}>
|
||||
<FinancialStatementsFilter
|
||||
items={filterItemsOptions}
|
||||
label={<T id={'items.label_filter_items'} />}
|
||||
initialSelectedItem={'with-transactions'}
|
||||
/>
|
||||
</Col>
|
||||
</Row>
|
||||
|
||||
<Row>
|
||||
<Col xs={4}>
|
||||
|
||||
@@ -33,11 +33,15 @@ function SalesByItemsHeaderGeneralPanelContent() {
|
||||
<div>
|
||||
<FinancialStatementDateRange />
|
||||
|
||||
<FinancialStatementsFilter
|
||||
items={filterItemsOptions}
|
||||
label={<T id={'items.label_filter_items'} />}
|
||||
initialSelectedItem={'with-transactions'}
|
||||
/>
|
||||
<Row>
|
||||
<Col xs={4}>
|
||||
<FinancialStatementsFilter
|
||||
items={filterItemsOptions}
|
||||
label={<T id={'items.label_filter_items'} />}
|
||||
initialSelectedItem={'with-transactions'}
|
||||
/>
|
||||
</Col>
|
||||
</Row>
|
||||
|
||||
<Row>
|
||||
<Col xs={4}>
|
||||
|
||||
@@ -1,4 +1,6 @@
|
||||
import React from 'react';
|
||||
|
||||
import { Row, Col } from '../../../components';
|
||||
import FinancialStatementDateRange from 'containers/FinancialStatements/FinancialStatementDateRange';
|
||||
import RadiosAccountingBasis from '../RadiosAccountingBasis';
|
||||
import FinancialStatementsFilter from '../FinancialStatementsFilter';
|
||||
@@ -6,13 +8,18 @@ import FinancialStatementsFilter from '../FinancialStatementsFilter';
|
||||
/**
|
||||
* Trial balance sheet - Drawer header - General panel.
|
||||
*/
|
||||
export default function TrialBalanceSheetHeaderGeneralPanel({
|
||||
|
||||
}) {
|
||||
export default function TrialBalanceSheetHeaderGeneralPanel({}) {
|
||||
return (
|
||||
<div>
|
||||
<FinancialStatementDateRange />
|
||||
<FinancialStatementsFilter initialSelectedItem={'with-transactions'} />
|
||||
|
||||
<Row>
|
||||
<Col xs={4}>
|
||||
<FinancialStatementsFilter
|
||||
initialSelectedItem={'with-transactions'}
|
||||
/>
|
||||
</Col>
|
||||
</Row>
|
||||
<RadiosAccountingBasis />
|
||||
</div>
|
||||
);
|
||||
|
||||
@@ -74,14 +74,18 @@ export default function VendorsBalanceSummaryHeaderGeneralContent() {
|
||||
</Col>
|
||||
</Row>
|
||||
|
||||
<FinancialStatementsFilter
|
||||
items={filterVendorsOptions}
|
||||
label={<T id={'vendors.label_filter_vendors'} />}
|
||||
initialSelectedItem={'with-transactions'}
|
||||
/>
|
||||
<Row>
|
||||
<Col xs={5}>
|
||||
<FinancialStatementsFilter
|
||||
items={filterVendorsOptions}
|
||||
label={<T id={'vendors.label_filter_vendors'} />}
|
||||
initialSelectedItem={'with-transactions'}
|
||||
/>
|
||||
</Col>
|
||||
</Row>
|
||||
|
||||
<Row>
|
||||
<Col xs={4}>
|
||||
<Col xs={5}>
|
||||
<Field name={'vendorsIds'}>
|
||||
{({ form: { setFieldValue } }) => (
|
||||
<FormGroup
|
||||
|
||||
@@ -39,13 +39,19 @@ function VendorsTransactionsHeaderGeneralPanelContent() {
|
||||
return (
|
||||
<div>
|
||||
<FinancialStatementDateRange />
|
||||
<FinancialStatementsFilter
|
||||
items={filterVendorsOptions}
|
||||
label={<T id={'vendors.label_filter_vendors'} />}
|
||||
initialSelectedItem={'all-vendors'}
|
||||
/>
|
||||
|
||||
<Row>
|
||||
<Col xs={5}>
|
||||
<Col xs={4}>
|
||||
<FinancialStatementsFilter
|
||||
items={filterVendorsOptions}
|
||||
label={<T id={'vendors.label_filter_vendors'} />}
|
||||
initialSelectedItem={'all-vendors'}
|
||||
/>
|
||||
</Col>
|
||||
</Row>
|
||||
|
||||
<Row>
|
||||
<Col xs={4}>
|
||||
<Field name={'vendorsIds'}>
|
||||
{({ form: { setFieldValue }, field: { value } }) => (
|
||||
<FormGroup
|
||||
|
||||
@@ -37,7 +37,7 @@ export const transformAccountsFilter = (form) => {
|
||||
*/
|
||||
export const transformFilterFormToQuery = (form) => {
|
||||
return R.compose(
|
||||
flatten,
|
||||
R.curry(flatten)({ safe: true }),
|
||||
transfromToSnakeCase,
|
||||
transformAccountsFilter,
|
||||
transformDisplayColumnsType,
|
||||
|
||||
@@ -1345,7 +1345,7 @@
|
||||
"filter.value": "Value",
|
||||
"payment_made.empty_status.title": "The organization doesn't pay to vendors, yet!",
|
||||
"estimate.delete.error.estimate_converted_to_invoice": "Could not delete sale estimate that converted to invoice",
|
||||
"items.option.only_active": "Only active",
|
||||
"items.option.only_active": "Items only active",
|
||||
"items.option_all_items.hint": "All items, including that ones have zero-balance.",
|
||||
"items.option_with_transactions": "Items with transactions",
|
||||
"items.option_without_zero_balance": "Items without zero-balance",
|
||||
@@ -1406,5 +1406,19 @@
|
||||
"cash_flow_money_in": "Money In",
|
||||
"cash_flow_money_out": "Money Out",
|
||||
"cash_flow_transaction.switch_item": "Transactions {value}",
|
||||
"cash_flow_transaction.balance_in_bigcapital": "Balance in Bigcapital"
|
||||
"cash_flow_transaction.balance_in_bigcapital": "Balance in Bigcapital",
|
||||
|
||||
"AR_aging_summary.filter_customers.all_customers": "All customers",
|
||||
"AR_aging_summary.filter_customers.all_customers.hint": "All customers, include that ones have zero-balance.",
|
||||
"AR_aging_summary.filter_customers.without_zero_balance": "Customers without zero balance",
|
||||
"AR_aging_summary.filter_customers.without_zero_balance.hint": "Include customers that onces have transactions on the given date period only.",
|
||||
"AR_aging_summary.filter_options.label": "Filter customers",
|
||||
"AP_aging_summary.filter_vendors.all_vendors": "All vendors",
|
||||
"AP_aging_summary.filter_vendors.all_vendors.hint": "All vendors, include that onces have zero-balance.",
|
||||
"AP_aging_summary.filter_vendors.without_zero_balance": "Vendors without zero balance",
|
||||
"AP_aging_summary.filter_vendors.without_zero_balance.hint": "Include vendors that onces have transactions on the given date period only.",
|
||||
"AP_aging_summary.filter_options.label": "Filter vendors",
|
||||
"item.error.type_cannot_change_with_item_has_transactions": "Cannot change item type to inventory with item has associated transactions.",
|
||||
"item.error.cannot_change_inventory_account": "Cannot change item inventory account while the item has transactions.",
|
||||
"customer.link.customer_details": "Customer details ({amount})"
|
||||
}
|
||||
@@ -42,7 +42,7 @@
|
||||
|
||||
.financial-header-drawer{
|
||||
.bp3-drawer{
|
||||
max-height: 450px;
|
||||
max-height: 550px;
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -84,8 +84,7 @@
|
||||
.financial-statement--transactions {
|
||||
.financial-header-drawer {
|
||||
.bp3-drawer {
|
||||
// max-height: 350px;
|
||||
max-height: 415px;
|
||||
max-height: 450px;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
@@ -33,7 +33,7 @@
|
||||
.financial-header-drawer {
|
||||
.bp3-drawer {
|
||||
// max-height: 400px;
|
||||
max-height: 415px;
|
||||
max-height: 450px;
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -41,7 +41,7 @@
|
||||
.financial-statement--inventory-valuation {
|
||||
.financial-header-drawer {
|
||||
.bp3-drawer {
|
||||
max-height: 350px;
|
||||
max-height: 400px;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user