mirror of
https://github.com/bigcapitalhq/bigcapital.git
synced 2026-02-19 14:20:31 +00:00
feat: vendors balance summary.
This commit is contained in:
elforjani3
@@ -0,0 +1,87 @@
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import React, { useEffect, useState } from 'react';
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import moment from 'moment';
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import 'style/pages/FinancialStatements/ContactsBalanceSummary.scss';
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import { FinancialStatement } from 'components';
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import DashboardPageContent from 'components/Dashboard/DashboardPageContent';
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import VendorsBalanceSummaryActionsBar from './VendorsBalanceSummaryActionsBar';
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import VendorsBalanceSummaryHeader from './VendorsBalanceSummaryHeader';
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import VendorsBalanceSummaryTable from './VendorsBalanceSummaryTable';
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import { VendorsBalanceSummaryProvider } from './VendorsBalanceSummaryProvider';
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import { VendorsSummarySheetLoadingBar } from './components';
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import withVendorsBalanceSummaryActions from './withVendorsBalanceSummaryActions';
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import withSettings from 'containers/Settings/withSettings';
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import { compose } from 'utils';
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/**
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* Vendors Balance summary.
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*/
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function VendorsBalanceSummary({
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// #withPreferences
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organizationName,
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// #withVendorsBalanceSummaryActions
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toggleVendorSummaryFilterDrawer,
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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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});
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// Handle refetch vendors balance summary.
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const handleFilterSubmit = (filter) => {
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const _filter = {
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...filter,
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asDate: moment(filter.asDate).format('YYYY-MM-DD'),
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};
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setFilter(_filter);
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};
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// Handle number format submit.
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const handleNumberFormatSubmit = (format) => {
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setFilter({
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...filter,
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numberFormat: format,
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});
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};
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useEffect(
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() => () => {
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toggleVendorSummaryFilterDrawer(false);
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},
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[toggleVendorSummaryFilterDrawer],
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);
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return (
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<VendorsBalanceSummaryProvider filter={filter}>
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<VendorsBalanceSummaryActionsBar
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numberFormat={filter?.numberFormat}
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onNumberFormatSubmit={handleNumberFormatSubmit}
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/>
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<VendorsSummarySheetLoadingBar />
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<DashboardPageContent>
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<FinancialStatement>
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<VendorsBalanceSummaryHeader
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pageFilter={filter}
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onSubmitFilter={handleFilterSubmit}
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/>
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<div className={'financial-statement__body'}>
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<VendorsBalanceSummaryTable organizationName={organizationName} />
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</div>
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</FinancialStatement>
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</DashboardPageContent>
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</VendorsBalanceSummaryProvider>
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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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withVendorsBalanceSummaryActions,
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)(VendorsBalanceSummary);
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@@ -0,0 +1,126 @@
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import React from 'react';
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import {
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NavbarDivider,
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NavbarGroup,
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Classes,
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Button,
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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 withVendorsBalanceSummary from './withVendorsBalanceSummary';
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import withVendorsBalanceSummaryActions from './withVendorsBalanceSummaryActions';
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import { useVendorsBalanceSummaryContext } from './VendorsBalanceSummaryProvider';
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import { saveInvoke, compose } from 'utils';
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/**
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* Vendors balance summary action bar.
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*/
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function VendorsBalanceSummaryActionsBar({
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//#ownProps
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numberFormat,
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onNumberFormatSubmit,
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// #withVendorsBalanceSummary
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isFilterDrawerOpen,
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// #withVendorsBalanceSummaryActions
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toggleVendorSummaryFilterDrawer,
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}) {
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const {
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isVendorsBalanceLoading,
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refetch,
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} = useVendorsBalanceSummaryContext();
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const handleFilterToggleClick = () => {
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toggleVendorSummaryFilterDrawer();
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};
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// handle recalculate report button.
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const handleRecalculateReport = () => {
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refetch();
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};
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// handle number format submit.
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const handleNumberFormatSubmit = (numberFormat) => {
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saveInvoke(onNumberFormatSubmit, numberFormat);
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};
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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={isVendorsBalanceLoading}
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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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<Button
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className={Classes.MINIMAL}
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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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<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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withVendorsBalanceSummaryActions,
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withVendorsBalanceSummary(({ VendorsSummaryFilterDrawer }) => ({
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isFilterDrawerOpen: VendorsSummaryFilterDrawer,
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})),
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)(VendorsBalanceSummaryActionsBar);
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@@ -0,0 +1,89 @@
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import React from 'react';
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import * as Yup from 'yup';
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import { Formik, Form } from 'formik';
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import moment from 'moment';
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import { Tabs, Tab, Button, Intent } from '@blueprintjs/core';
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import { FormattedMessage as T } from 'react-intl';
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import FinancialStatementHeader from 'containers/FinancialStatements/FinancialStatementHeader';
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import withVendorsBalanceSummary from './withVendorsBalanceSummary';
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import withVendorsBalanceSummaryActions from './withVendorsBalanceSummaryActions';
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import VendorsBalanceSummaryHeaderGeneral from './VendorsBalanceSummaryHeaderGeneral';
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import { compose } from 'utils';
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/**
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* Vendors balance summary drawer header.
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*/
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function VendorsBalanceSummaryHeader({
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// #ownProps
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pageFilter,
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onSubmitFilter,
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//#withVendorsBalanceSummary
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VendorsSummaryFilterDrawer,
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//#withVendorsBalanceSummaryActions
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toggleVendorSummaryFilterDrawer,
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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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});
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// filter form initial values.
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const initialValues = {
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...pageFilter,
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asDate: moment(pageFilter.asDate).toDate(),
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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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toggleVendorSummaryFilterDrawer(false);
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setSubmitting(false);
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};
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// handle cancel button click.
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const handleCancelClick = () => {
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toggleVendorSummaryFilterDrawer(false);
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};
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return (
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<FinancialStatementHeader
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isOpen={VendorsSummaryFilterDrawer}
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drawerProps={{ onClose: handleCancelClick }}
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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={<VendorsBalanceSummaryHeaderGeneral />}
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/>
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</Tabs>
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<div className={'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={handleCancelClick} 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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withVendorsBalanceSummary(({ VendorsSummaryFilterDrawer }) => ({
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VendorsSummaryFilterDrawer,
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})),
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withVendorsBalanceSummaryActions,
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)(VendorsBalanceSummaryHeader);
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@@ -0,0 +1,64 @@
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import React from 'react';
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import { FastField } from 'formik';
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import { DateInput } from '@blueprintjs/datetime';
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import { FormGroup, Position, Classes, Checkbox } from '@blueprintjs/core';
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import { FormattedMessage as T } from 'react-intl';
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import { Row, Col, FieldHint } from 'components';
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import {
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momentFormatter,
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tansformDateValue,
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inputIntent,
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handleDateChange,
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} from 'utils';
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/**
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* Vendors balance header -general panel.
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*/
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export default function VendorsBalanceSummaryHeaderGeneral() {
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return (
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<div>
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<Row>
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<Col xs={5}>
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<FastField name={'asDate'}>
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{({ form, field: { value }, meta: { error } }) => (
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<FormGroup
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label={<T id={'as_date'} />}
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labelInfo={<FieldHint />}
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fill={true}
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intent={inputIntent({ error })}
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>
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<DateInput
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{...momentFormatter('YYYY/MM/DD')}
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value={tansformDateValue(value)}
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onChange={handleDateChange((selectedDate) => {
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form.setFieldValue('asDate', selectedDate);
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})}
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popoverProps={{ position: Position.BOTTOM, minimal: true }}
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minimal={true}
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fill={true}
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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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<Row>
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<Col xs={5}>
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<FastField name={'percentage'} type={'checkbox'}>
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{({ field }) => (
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<FormGroup labelInfo={<FieldHint />}>
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<Checkbox
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inline={true}
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small={true}
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label={'Percentage Of Column'}
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name={'percentage'}
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{...field}
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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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</div>
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);
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}
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@@ -0,0 +1,41 @@
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import React from 'react';
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import FinancialReportPage from '../FinancialReportPage';
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import { useVendorsBalanceSummaryReport } from 'hooks/query';
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import { transformFilterFormToQuery } from '../common';
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const VendorsBalanceSummaryContext = React.createContext();
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/**
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* Vendors balance summary provider.
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*/
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function VendorsBalanceSummaryProvider({ filter, ...props }) {
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// const query = React.useMemo(() => transformFilterFormToQuery(filter), [
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// filter,
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// ]);
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const {
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data: VendorBalanceSummary,
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isLoading: isVendorsBalanceLoading,
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isFetching: isVendorsBalanceFetching,
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refetch,
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} = useVendorsBalanceSummaryReport(filter, {
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keepPreviousData: true,
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});
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const provider = {
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VendorBalanceSummary,
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isVendorsBalanceLoading,
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isVendorsBalanceFetching,
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refetch,
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};
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return (
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<FinancialReportPage name={'vendors-balance-summary'}>
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<VendorsBalanceSummaryContext.Provider value={provider} {...props} />
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</FinancialReportPage>
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);
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}
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const useVendorsBalanceSummaryContext = () =>
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React.useContext(VendorsBalanceSummaryContext);
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export { VendorsBalanceSummaryProvider, useVendorsBalanceSummaryContext };
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@@ -0,0 +1,47 @@
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import React from 'react';
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import { FormattedMessage as T, 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 { useVendorsBalanceColumns } from './components';
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import { useVendorsBalanceSummaryContext } from './VendorsBalanceSummaryProvider';
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/**
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* Vendors balance summary table.
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*/
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export default function VendorsBalanceSummaryTable({
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//#ownProps
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organizationName,
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}) {
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const { formatMessage } = useIntl();
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const {
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VendorBalanceSummary,
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isVendorsBalanceLoading,
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} = useVendorsBalanceSummaryContext();
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// vendors balance summary columns.
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const columns = useVendorsBalanceColumns();
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const rowClassNames = (row) => {
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return [`row-type--${row.original.rowTypes}`];
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};
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return (
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<FinancialSheet
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companyName={organizationName}
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name={'vendors-balance-summary'}
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sheetType={formatMessage({ id: 'vendors_balance_summary' })}
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asDate={new Date()}
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loading={isVendorsBalanceLoading}
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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={VendorBalanceSummary?.tableRows}
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||||
rowClassNames={rowClassNames}
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||||
noInitialFetch={true}
|
||||
/>
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</FinancialSheet>
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||||
);
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||||
}
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@@ -0,0 +1,47 @@
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import React, { useMemo } from 'react';
|
||||
import { formatMessage } from 'services/intl';
|
||||
|
||||
import { If } from 'components';
|
||||
import { getColumnWidth } from 'utils';
|
||||
import FinancialLoadingBar from '../FinancialLoadingBar';
|
||||
import { useVendorsBalanceSummaryContext } from './VendorsBalanceSummaryProvider';
|
||||
|
||||
/**
|
||||
* Retrieve vendors balance summary columns.
|
||||
*/
|
||||
export const useVendorsBalanceColumns = () => {
|
||||
return useMemo(() => [
|
||||
{
|
||||
Header: formatMessage({ id: 'vendor_name' }),
|
||||
accessor: 'cells[0].value',
|
||||
className: 'customer_name',
|
||||
width: 240,
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||||
sticky: 'left',
|
||||
textOverview: true,
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||||
},
|
||||
{
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||||
Header: formatMessage({ id: 'total' }),
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||||
accessor: 'cells[1].value',
|
||||
className: 'total',
|
||||
width: 140,
|
||||
},
|
||||
{
|
||||
Header: formatMessage({ id: 'percentage_of_column' }),
|
||||
accessor: 'cells[2].value',
|
||||
// className: 'total',
|
||||
width: 140,
|
||||
},
|
||||
]);
|
||||
};
|
||||
|
||||
/**
|
||||
* vendors balance summary loading bar.
|
||||
*/
|
||||
export function VendorsSummarySheetLoadingBar() {
|
||||
const { isVendorsBalanceFetching } = useVendorsBalanceSummaryContext();
|
||||
return (
|
||||
<If condition={isVendorsBalanceFetching}>
|
||||
<FinancialLoadingBar />
|
||||
</If>
|
||||
);
|
||||
}
|
||||
@@ -0,0 +1,15 @@
|
||||
import { connect } from 'react-redux';
|
||||
import { getVendorsBalanceSummaryFilterDrawer } from 'store/financialStatement/financialStatements.selectors';
|
||||
|
||||
export default (mapState) => {
|
||||
const mapStateToProps = (state, props) => {
|
||||
const mapped = {
|
||||
VendorsSummaryFilterDrawer: getVendorsBalanceSummaryFilterDrawer(
|
||||
state,
|
||||
props,
|
||||
),
|
||||
};
|
||||
return mapState ? mapState(mapped, state, props) : mapped;
|
||||
};
|
||||
return connect(mapStateToProps);
|
||||
};
|
||||
@@ -0,0 +1,9 @@
|
||||
import { connect } from 'react-redux';
|
||||
import { toggleVendorsBalanceSummaryFilterDrawer } from 'store/financialStatement/financialStatements.actions';
|
||||
|
||||
const mapActionsToProps = (dispatch) => ({
|
||||
toggleVendorSummaryFilterDrawer: (toggle) =>
|
||||
dispatch(toggleVendorsBalanceSummaryFilterDrawer(toggle)),
|
||||
});
|
||||
|
||||
export default connect(null, mapActionsToProps);
|
||||
Reference in New Issue
Block a user