mirror of
https://github.com/bigcapitalhq/bigcapital.git
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feat: Inventory item details report.
feat: Cash flow statement report.
This commit is contained in:
a.bouhuolia
@@ -0,0 +1,88 @@
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import React, { useState, useEffect } from 'react';
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import moment from 'moment';
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import 'style/pages/FinancialStatements/CashFlowStatement.scss';
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import { FinancialStatement } from 'components';
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import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
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import CashFlowStatementHeader from './CashFlowStatementHeader';
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import CashFlowStatementTable from './CashFlowStatementTable';
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import CashFlowStatementActionsBar from './CashFlowStatementActionsBar';
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import withSettings from 'containers/Settings/withSettings';
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import withCashFlowStatementActions from './withCashFlowStatementActions';
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import { CashFlowStatementProvider } from './CashFlowStatementProvider';
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import { CashFlowStatementLoadingBar } from './components';
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import { compose } from 'utils';
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/**
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* Cash flow statement.
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*/
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function CashFlowStatement({
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// #withPreferences
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organizationName,
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//#withCashStatementActions
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toggleCashFlowStatementFilterDrawer,
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}) {
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// filter
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const [filter, setFilter] = useState({
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fromDate: moment().startOf('year').format('YYYY-MM-DD'),
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toDate: moment().endOf('year').format('YYYY-MM-DD'),
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basis: 'cash',
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displayColumnsType: 'total',
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});
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// Handle refetch cash flow after filter change.
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const handleFilterSubmit = (filter) => {
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const _filter = {
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...filter,
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fromDate: moment(filter.fromDate).format('YYYY-MM-DD'),
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toDate: moment(filter.toDate).format('YYYY-MM-DD'),
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};
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setFilter({ ..._filter });
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};
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// Handle format number submit.
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const handleNumberFormatSubmit = (values) => {
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setFilter({
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...filter,
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numberFormat: values,
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});
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};
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useEffect(
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() => () => {
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toggleCashFlowStatementFilterDrawer(false);
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},
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[toggleCashFlowStatementFilterDrawer],
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);
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return (
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<CashFlowStatementProvider filter={filter}>
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<CashFlowStatementActionsBar
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numberFormat={filter.numberFormat}
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onNumberFormatSubmit={handleNumberFormatSubmit}
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/>
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<CashFlowStatementLoadingBar />
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<DashboardPageContent>
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<FinancialStatement>
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<CashFlowStatementHeader
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pageFilter={filter}
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onSubmitFilter={handleFilterSubmit}
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/>
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<div class="financial-statement__body">
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<CashFlowStatementTable companyName={organizationName} />
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</div>
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</FinancialStatement>
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</DashboardPageContent>
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</CashFlowStatementProvider>
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);
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}
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export default compose(
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withSettings(({ organizationSettings }) => ({
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organizationName: organizationSettings?.name,
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})),
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withCashFlowStatementActions,
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)(CashFlowStatement);
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@@ -0,0 +1,134 @@
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import React from 'react';
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import {
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NavbarGroup,
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NavbarDivider,
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Button,
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Classes,
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Popover,
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PopoverInteractionKind,
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Position,
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} from '@blueprintjs/core';
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import { FormattedMessage as T } from 'react-intl';
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import classNames from 'classnames';
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import { Icon } from 'components';
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import DashboardActionsBar from 'components/Dashboard/DashboardActionsBar';
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import NumberFormatDropdown from 'components/NumberFormatDropdown';
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import { useCashFlowStatementContext } from './CashFlowStatementProvider';
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import withCashFlowStatement from './withCashFlowStatement';
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import withCashFlowStatementActions from './withCashFlowStatementActions';
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import { compose, saveInvoke } from 'utils';
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/**
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* Cash flow statement actions bar.
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*/
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function CashFlowStatementActionsBar({
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//#withCashFlowStatement
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isFilterDrawerOpen,
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//#withCashStatementActions
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toggleCashFlowStatementFilterDrawer,
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//#ownProps
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numberFormat,
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onNumberFormatSubmit,
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}) {
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const { isCashFlowLoading, refetchCashFlow } = useCashFlowStatementContext();
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// Handle filter toggle click.
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const handleFilterToggleClick = () => {
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toggleCashFlowStatementFilterDrawer();
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};
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// Handle recalculate report button.
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const handleRecalculateReport = () => {
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refetchCashFlow();
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};
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// handle number format form submit.
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const handleNumberFormatSubmit = (values) =>
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saveInvoke(onNumberFormatSubmit, values);
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return (
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<DashboardActionsBar>
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<NavbarGroup>
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<Button
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className={classNames(Classes.MINIMAL, 'button--gray-highlight')}
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text={<T id={'recalc_report'} />}
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onClick={handleRecalculateReport}
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icon={<Icon icon="refresh-16" iconSize={16} />}
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/>
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<NavbarDivider />
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<Button
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className={classNames(Classes.MINIMAL, 'button--table-views')}
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icon={<Icon icon="cog-16" iconSize={16} />}
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text={
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isFilterDrawerOpen ? (
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<T id={'hide_customizer'} />
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) : (
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<T id={'customize_report'} />
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)
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}
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onClick={handleFilterToggleClick}
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active={isFilterDrawerOpen}
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/>
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<NavbarDivider />
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<Popover
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content={
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<NumberFormatDropdown
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numberFormat={numberFormat}
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onSubmit={handleNumberFormatSubmit}
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submitDisabled={isCashFlowLoading}
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/>
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}
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minimal={true}
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interactionKind={PopoverInteractionKind.CLICK}
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position={Position.BOTTOM_LEFT}
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>
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<Button
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className={classNames(Classes.MINIMAL, 'button--filter')}
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text={<T id={'format'} />}
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icon={<Icon icon="numbers" width={23} height={16} />}
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/>
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</Popover>
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<Popover
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// content={}
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interactionKind={PopoverInteractionKind.CLICK}
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position={Position.BOTTOM_LEFT}
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>
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<Button
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className={classNames(Classes.MINIMAL, 'button--filter')}
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text={<T id={'filter'} />}
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icon={<Icon icon="filter-16" iconSize={16} />}
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/>
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</Popover>
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<NavbarDivider />
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<Button
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className={Classes.MINIMAL}
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icon={<Icon icon="print-16" iconSize={16} />}
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text={<T id={'print'} />}
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/>
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<Button
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className={Classes.MINIMAL}
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icon={<Icon icon="file-export-16" iconSize={16} />}
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text={<T id={'export'} />}
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/>
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</NavbarGroup>
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</DashboardActionsBar>
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);
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}
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export default compose(
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withCashFlowStatement(({ cashFlowStatementDrawerFilter }) => ({
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isFilterDrawerOpen: cashFlowStatementDrawerFilter,
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})),
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withCashFlowStatementActions,
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)(CashFlowStatementActionsBar);
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@@ -0,0 +1,20 @@
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import React from 'react';
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import FinancialStatementDateRange from 'containers/FinancialStatements/FinancialStatementDateRange';
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import FinancialAccountsFilter from '../FinancialAccountsFilter';
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import RadiosAccountingBasis from '../RadiosAccountingBasis';
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import SelectDisplayColumnsBy from '../SelectDisplayColumnsBy';
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/**
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* Cash flow statement header - General panel.
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*/
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export default function CashFlowStatementHeaderGeneralPanel() {
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return (
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<div>
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<FinancialStatementDateRange />
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<SelectDisplayColumnsBy />
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<FinancialAccountsFilter initialSelectedItem={'all-accounts'} />
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<RadiosAccountingBasis key={'basis'} />
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</div>
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);
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}
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@@ -0,0 +1,102 @@
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import React from 'react';
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import { Tabs, Tab, Button, Intent } from '@blueprintjs/core';
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import { FormattedMessage as T, useIntl } from 'react-intl';
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import moment from 'moment';
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import * as Yup from 'yup';
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import { Formik, Form } from 'formik';
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import FinancialStatementHeader from 'containers/FinancialStatements/FinancialStatementHeader';
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import CashFlowStatementGeneralPanel from './CashFlowStatementGeneralPanel';
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import withCashFlowStatement from './withCashFlowStatement';
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import withCashFlowStatementActions from './withCashFlowStatementActions';
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import { compose } from 'utils';
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/**
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* Cash flow statement header.
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*/
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function CashFlowStatementHeader({
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// #ownProps
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onSubmitFilter,
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pageFilter,
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//#withCashFlowStatement
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isFilterDrawerOpen,
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//#withCashStatementActions
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toggleCashFlowStatementFilterDrawer,
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}) {
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const { formatMessage } = useIntl();
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// filter form initial values.
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const initialValues = {
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...pageFilter,
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fromDate: moment(pageFilter.fromDate).toDate(),
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toDate: moment(pageFilter.toDate).toDate(),
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};
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// Validation schema.
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const validationSchema = Yup.object().shape({
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dateRange: Yup.string().optional(),
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fromDate: Yup.date()
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.required()
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.label(formatMessage({ id: 'fromDate' })),
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toDate: Yup.date()
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.min(Yup.ref('fromDate'))
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.required()
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.label(formatMessage({ id: 'toDate' })),
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displayColumnsType: Yup.string(),
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});
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// Handle form submit.
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const handleSubmit = (values, { setSubmitting }) => {
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onSubmitFilter(values);
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toggleCashFlowStatementFilterDrawer(false);
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setSubmitting(false);
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};
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// Handle drawer close action.
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const handleDrawerClose = () => {
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toggleCashFlowStatementFilterDrawer(false);
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};
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return (
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<FinancialStatementHeader
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isOpen={isFilterDrawerOpen}
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drawerProps={{ onClose: handleDrawerClose }}
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>
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<Formik
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initialValues={initialValues}
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validationSchema={validationSchema}
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onSubmit={handleSubmit}
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>
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<Form>
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<Tabs animate={true} vertical={true} renderActiveTabPanelOnly={true}>
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<Tab
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id="general"
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title={<T id={'general'} />}
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panel={<CashFlowStatementGeneralPanel />}
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/>
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</Tabs>
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<div class="financial-header-drawer__footer">
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<Button className={'mr1'} intent={Intent.PRIMARY} type={'submit'}>
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<T id={'calculate_report'} />
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</Button>
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<Button onClick={handleDrawerClose} minimal={true}>
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<T id={'cancel'} />
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</Button>
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</div>
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</Form>
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</Formik>
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</FinancialStatementHeader>
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);
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}
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export default compose(
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withCashFlowStatement(({ cashFlowStatementDrawerFilter }) => ({
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isFilterDrawerOpen: cashFlowStatementDrawerFilter,
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})),
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withCashFlowStatementActions,
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)(CashFlowStatementHeader);
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@@ -0,0 +1,45 @@
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import React from 'react';
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import FinancialReportPage from '../FinancialReportPage';
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import { useCashFlowStatementReport } from 'hooks/query';
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import { transformFilterFormToQuery } from '../common';
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const CashFLowStatementContext = React.createContext();
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/**
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* Cash flow statement provider.
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*/
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function CashFlowStatementProvider({ filter, ...props }) {
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// transforms the given filter to query.
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const query = React.useMemo(
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() => transformFilterFormToQuery(filter),
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[filter],
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);
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// fetch the cash flow statement report.
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const {
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data: cashFlowStatement,
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isFetching: isCashFlowFetching,
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isLoading: isCashFlowLoading,
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refetch: refetchCashFlow,
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} = useCashFlowStatementReport(query, { keepPreviousData: true });
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const provider = {
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cashFlowStatement,
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isCashFlowFetching,
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isCashFlowLoading,
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refetchCashFlow,
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query,
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filter,
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};
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return (
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<FinancialReportPage name="cash-flow-statement">
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<CashFLowStatementContext.Provider value={provider} {...props} />
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</FinancialReportPage>
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);
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}
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const useCashFlowStatementContext = () =>
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React.useContext(CashFLowStatementContext);
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export { CashFlowStatementProvider, useCashFlowStatementContext };
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@@ -0,0 +1,63 @@
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import React, { useMemo } from 'react';
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import { useIntl } from 'react-intl';
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import { DataTable } from 'components';
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import FinancialSheet from 'components/FinancialSheet';
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import { useCashFlowStatementColumns } from './components';
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import { useCashFlowStatementContext } from './CashFlowStatementProvider';
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import { defaultExpanderReducer } from 'utils';
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/**
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* Cash flow statement table.
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*/
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export default function CashFlowStatementTable({
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// #ownProps
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companyName,
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}) {
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const { formatMessage } = useIntl();
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const {
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cashFlowStatement: { tableRows },
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isCashFlowLoading,
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query,
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} = useCashFlowStatementContext();
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const columns = useCashFlowStatementColumns();
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const expandedRows = useMemo(
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() => defaultExpanderReducer(tableRows, 4),
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[tableRows],
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);
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const rowClassNames = (row) => {
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return [
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`row-type--${row.original.rowTypes}`,
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`row-type--${row.original.id}`,
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];
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};
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return (
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<FinancialSheet
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name="cash-flow-statement"
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companyName={companyName}
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sheetType={formatMessage({ id: 'statement_of_cash_flow' })}
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loading={isCashFlowLoading}
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fromDate={query.from_date}
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toDate={query.to_date}
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basis={query.basis}
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>
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<DataTable
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className="bigcapital-datatable--financial-report"
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columns={columns}
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data={tableRows}
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rowClassNames={rowClassNames}
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noInitialFetch={true}
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expandable={true}
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expanded={expandedRows}
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expandToggleColumn={1}
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expandColumnSpace={0.8}
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||||
/>
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||||
</FinancialSheet>
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||||
);
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||||
}
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@@ -0,0 +1,29 @@
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import React from 'react';
|
||||
import { If } from 'components';
|
||||
|
||||
import { dynamicColumns } from './utils';
|
||||
import { useCashFlowStatementContext } from './CashFlowStatementProvider';
|
||||
import FinancialLoadingBar from '../FinancialLoadingBar';
|
||||
|
||||
/**
|
||||
* Retrieve cash flow statement columns.
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||||
*/
|
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export const useCashFlowStatementColumns = () => {
|
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const {
|
||||
cashFlowStatement: { columns, data },
|
||||
} = useCashFlowStatementContext();
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||||
|
||||
return React.useMemo(() => dynamicColumns(columns, data), [columns, data]);
|
||||
};
|
||||
|
||||
/**
|
||||
* Cash flow statement loading bar.
|
||||
*/
|
||||
export function CashFlowStatementLoadingBar() {
|
||||
const { isCashFlowLoading } = useCashFlowStatementContext();
|
||||
return (
|
||||
<If condition={isCashFlowLoading}>
|
||||
<FinancialLoadingBar />
|
||||
</If>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,68 @@
|
||||
import * as R from 'ramda';
|
||||
import { CellTextSpan } from 'components/Datatable/Cells';
|
||||
import { getColumnWidth } from 'utils';
|
||||
import { formatMessage } from 'services/intl';
|
||||
|
||||
/**
|
||||
* Account name column mapper.
|
||||
*/
|
||||
const accountNameMapper = (column) => ({
|
||||
id: column.key,
|
||||
key: column.key,
|
||||
Header: formatMessage({ id: 'account_name' }),
|
||||
accessor: 'cells[0].value',
|
||||
className: 'account_name',
|
||||
textOverview: true,
|
||||
width: 240,
|
||||
disableSortBy: true,
|
||||
});
|
||||
|
||||
/**
|
||||
* Date range columns mapper.
|
||||
*/
|
||||
const dateRangeMapper = (data, index, column) => ({
|
||||
id: column.key,
|
||||
Header: column.label,
|
||||
key: column.key,
|
||||
accessor: `cells[${index}].value`,
|
||||
width: getColumnWidth(data, `cells.${index}.value`, { minWidth: 100 }),
|
||||
className: `date-period ${column.key}`,
|
||||
disableSortBy: true,
|
||||
});
|
||||
|
||||
/**
|
||||
* Total column mapper.
|
||||
*/
|
||||
const totalMapper = (data, index, column) => ({
|
||||
key: 'total',
|
||||
Header: formatMessage({ id: 'total' }),
|
||||
accessor: `cells[${index}].value`,
|
||||
className: 'total',
|
||||
textOverview: true,
|
||||
Cell: CellTextSpan,
|
||||
width: getColumnWidth(data, `cells[${index}].value`, { minWidth: 100 }),
|
||||
disableSortBy: true,
|
||||
});
|
||||
|
||||
|
||||
/**
|
||||
* Detarmines the given string starts with `date-range` string.
|
||||
*/
|
||||
const isMatchesDateRange = (r) => R.match(/^date-range/g, r).length > 0;
|
||||
|
||||
/**
|
||||
* Cash flow dynamic columns.
|
||||
*/
|
||||
export const dynamicColumns = (columns, data) => {
|
||||
const mapper = (column, index) => {
|
||||
return R.compose(
|
||||
R.when(
|
||||
R.pathSatisfies(isMatchesDateRange, ['key']),
|
||||
R.curry(dateRangeMapper)(data, index),
|
||||
),
|
||||
R.when(R.pathEq(['key'], 'name'), accountNameMapper),
|
||||
R.when(R.pathEq(['key'], 'total'), R.curry(totalMapper)(data, index)),
|
||||
)(column);
|
||||
};
|
||||
return columns.map(mapper);
|
||||
};
|
||||
@@ -0,0 +1,12 @@
|
||||
import { connect } from 'react-redux';
|
||||
import { getCashFlowStatementFilterDrawer } from 'store/financialStatement/financialStatements.selectors';
|
||||
|
||||
export default (mapState) => {
|
||||
const mapStateToProps = (state, props) => {
|
||||
const mapped = {
|
||||
cashFlowStatementDrawerFilter: getCashFlowStatementFilterDrawer(state),
|
||||
};
|
||||
return mapState ? mapState(mapped, state, props) : mapped;
|
||||
};
|
||||
return connect(mapStateToProps);
|
||||
};
|
||||
@@ -0,0 +1,9 @@
|
||||
import { connect } from 'react-redux';
|
||||
import { toggleCashFlowStatementFilterDrawer } from 'store/financialStatement/financialStatements.actions';
|
||||
|
||||
const mapDispatchToProps = (dispatch) => ({
|
||||
toggleCashFlowStatementFilterDrawer: (toggle) =>
|
||||
dispatch(toggleCashFlowStatementFilterDrawer(toggle)),
|
||||
});
|
||||
|
||||
export default connect(null, mapDispatchToProps);
|
||||
Reference in New Issue
Block a user