chore: remove /data directory from git ignored dirs

fix(server): date format of filtering transactions by date range

.gitignore

@@ -1,4 +1,9 @@
 node_modules/
-data
+
+# Docker volumes data directory
+/data
+
+# Production env file 
 .env
+
 test-results/

CHANGELOG.md

@@ -2,6 +2,20 @@
 
 All notable changes to Bigcapital server-side will be in this file.
 
+# [0.9.12] - 29-08-2023
+
+* Refactor: split the services to multiple service classes. (by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/202)
+* Fix: create quick customer/vendor by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/206
+* Fix: typo in bill success message without bill number by @KalliopiPliogka in https://github.com/bigcapitalhq/bigcapital/pull/219
+* Fix: AP/AR aging summary issue by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/229
+* Fix: shouldn't write GL entries when save transaction as draft. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/221
+* Fix: Transaction type of credit note and vendor credit are not defined on account transactions by @abouolia in 
+* Fix: date format of filtering transactions by date range by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/231
+* Fix: change the default from/date date value of reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/230
+* Fix: typos in words start with `A` letter by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/227
+* Fix: filter by customers, vendors and items in reports do not work by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/224
+https://github.com/bigcapitalhq/bigcapital/pull/225
+
 # [0.9.11] - 23-07-2023
 
 * added: Restart policy to docker compose files. by @suhaibaffan in https://github.com/bigcapitalhq/bigcapital/pull/198

packages/server/src/data/TransactionTypes.ts

@@ -0,0 +1,28 @@
+export const TransactionTypes = {
+  SaleInvoice: 'Sale invoice',
+  SaleReceipt: 'Sale receipt',
+  PaymentReceive: 'Payment receive',
+  Bill: 'Bill',
+  BillPayment: 'Payment made',
+  VendorOpeningBalance: 'Vendor opening balance',
+  CustomerOpeningBalance: 'Customer opening balance',
+  InventoryAdjustment: 'Inventory adjustment',
+  ManualJournal: 'Manual journal',
+  Journal: 'Manual journal',
+  Expense: 'Expense',
+  OwnerContribution: 'Owner contribution',
+  TransferToAccount: 'Transfer to account',
+  TransferFromAccount: 'Transfer from account',
+  OtherIncome: 'Other income',
+  OtherExpense: 'Other expense',
+  OwnerDrawing: 'Owner drawing',
+  InvoiceWriteOff: 'Invoice write-off',
+
+  CreditNote: 'transaction_type.credit_note',
+  VendorCredit: 'transaction_type.vendor_credit',
+
+  RefundCreditNote: 'transaction_type.refund_credit_note',
+  RefundVendorCredit: 'transaction_type.refund_vendor_credit',
+
+  LandedCost: 'transaction_type.landed_cost',
+};

packages/server/src/models/AccountTransaction.ts

@@ -59,15 +59,9 @@ export default class AccountTransaction extends TenantModel {
         }
       },
       filterDateRange(query, startDate, endDate, type = 'day') {
-        const dateFormat = 'YYYY-MM-DD HH:mm:ss';
+        const dateFormat = 'YYYY-MM-DD';
-        const fromDate = moment(startDate)
+        const fromDate = moment(startDate).startOf(type).format(dateFormat);
-          .utcOffset(0)
+        const toDate = moment(endDate).endOf(type).format(dateFormat);
-          .startOf(type)
-          .format(dateFormat);
-        const toDate = moment(endDate)
-          .utcOffset(0)
-          .endOf(type)
-          .format(dateFormat);
 
         if (startDate) {
           query.where('date', '>=', fromDate);
@@ -111,7 +105,6 @@ export default class AccountTransaction extends TenantModel {
         query.modify('filterDateRange', null, toDate);
         query.modify('sumationCreditDebit');
       },
-
       contactsOpeningBalance(
         query,
         openingDate,

packages/server/src/models/InventoryCostLotTracker.ts

@@ -33,7 +33,7 @@ export default class InventoryCostLotTracker extends TenantModel {
         query.groupBy('item_id');
       },
       filterDateRange(query, startDate, endDate, type = 'day') {
-        const dateFormat = 'YYYY-MM-DD HH:mm:ss';
+        const dateFormat = 'YYYY-MM-DD';
         const fromDate = moment(startDate).startOf(type).format(dateFormat);
         const toDate = moment(endDate).endOf(type).format(dateFormat);
 

packages/server/src/models/InventoryTransaction.ts

@@ -36,7 +36,7 @@ export default class InventoryTransaction extends TenantModel {
   static get modifiers() {
     return {
       filterDateRange(query, startDate, endDate, type = 'day') {
-        const dateFormat = 'YYYY-MM-DD HH:mm:ss';
+        const dateFormat = 'YYYY-MM-DD';
         const fromDate = moment(startDate).startOf(type).format(dateFormat);
         const toDate = moment(endDate).endOf(type).format(dateFormat);
 

packages/server/src/models/SaleInvoice.ts

@@ -176,7 +176,7 @@ export default class SaleInvoice extends mixin(TenantModel, [
        * Filters the invoices between the given date range.
        */
       filterDateRange(query, startDate, endDate, type = 'day') {
-        const dateFormat = 'YYYY-MM-DD HH:mm:ss';
+        const dateFormat = 'YYYY-MM-DD';
         const fromDate = moment(startDate).startOf(type).format(dateFormat);
         const toDate = moment(endDate).endOf(type).format(dateFormat);
 

packages/server/src/services/Cashflow/CommandCasflowValidator.ts

@@ -1,17 +1,12 @@
-import { Service, Inject } from 'typedi';
+import { Service } from 'typedi';
-import { includes, difference, camelCase, upperFirst } from 'lodash';
+import { includes, camelCase, upperFirst } from 'lodash';
-import { ACCOUNT_TYPE } from '@/data/AccountTypes';
+import { IAccount } from '@/interfaces';
-import { IAccount, ICashflowTransactionLine } from '@/interfaces';
 import { getCashflowTransactionType } from './utils';
 import { ServiceError } from '@/exceptions';
 import { CASHFLOW_TRANSACTION_TYPE, ERRORS } from './constants';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
 
 @Service()
 export class CommandCashflowValidator {
-  @Inject()
-  private tenancy: HasTenancyService;
-
   /**
    * Validates the lines accounts type should be cash or bank account.
    * @param {IAccount} accounts -

packages/server/src/services/Cashflow/CommandCashflowTransaction.ts

@@ -1,14 +0,0 @@
-import { difference, includes } from 'lodash';
-import { ICashflowTransactionLine } from '@/interfaces';
-import { ServiceError } from '@/exceptions';
-import { Inject, Service } from 'typedi';
-import { CASHFLOW_TRANSACTION_TYPE, ERRORS } from './constants';
-import { IAccount } from '@/interfaces';
-import HasTenancyService from '@/services/Tenancy/TenancyService';
-
-@Service()
-export default class CommandCashflowTransaction {
-  @Inject()
-  private tenancy: HasTenancyService;
-
-}

packages/server/src/services/FinancialStatements/BalanceSheet/BalanceSheetService.ts

@@ -37,7 +37,7 @@ export default class BalanceSheetStatementService
       displayColumnsBy: 'month',
 
       fromDate: moment().startOf('year').format('YYYY-MM-DD'),
-      toDate: moment().endOf('year').format('YYYY-MM-DD'),
+      toDate: moment().format('YYYY-MM-DD'),
 
       numberFormat: {
         precision: 2,

packages/server/src/services/FinancialStatements/CashFlow/CashFlowService.ts

@@ -40,7 +40,7 @@ export default class CashFlowStatementService
       displayColumnsType: 'total',
       displayColumnsBy: 'day',
       fromDate: moment().startOf('year').format('YYYY-MM-DD'),
-      toDate: moment().endOf('year').format('YYYY-MM-DD'),
+      toDate: moment().format('YYYY-MM-DD'),
       numberFormat: {
         precision: 2,
         divideOn1000: false,

packages/server/src/services/FinancialStatements/GeneralLedger/GeneralLedgerService.ts

@@ -31,8 +31,8 @@ export default class GeneralLedgerService {
    */
   get defaultQuery() {
     return {
-      fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+      fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-      toDate: moment().endOf('year').format('YYYY-MM-DD'),
+      toDate: moment().format('YYYY-MM-DD'),
       basis: 'cash',
       numberFormat: {
         noCents: false,

packages/server/src/services/FinancialStatements/InventoryDetails/InventoryDetailsService.ts

@@ -16,13 +16,13 @@ import { Tenant } from '@/system/models';
 @Service()
 export default class InventoryDetailsService extends FinancialSheet {
   @Inject()
-  tenancy: TenancyService;
+  private tenancy: TenancyService;
 
   @Inject()
-  reportRepo: InventoryDetailsRepository;
+  private reportRepo: InventoryDetailsRepository;
 
   @Inject()
-  inventoryService: InventoryService;
+  private inventoryService: InventoryService;
 
   /**
    * Defaults balance sheet filter query.
@@ -30,8 +30,8 @@ export default class InventoryDetailsService extends FinancialSheet {
    */
   private get defaultQuery(): IInventoryDetailsQuery {
     return {
-      fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+      fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-      toDate: moment().endOf('year').format('YYYY-MM-DD'),
+      toDate: moment().format('YYYY-MM-DD'),
       itemsIds: [],
       numberFormat: {
         precision: 2,

packages/server/src/services/FinancialStatements/InventoryValuationSheet/InventoryValuationSheetService.ts

@@ -27,7 +27,7 @@ export default class InventoryValuationSheetService {
    */
   get defaultQuery(): IInventoryValuationReportQuery {
     return {
-      asDate: moment().endOf('year').format('YYYY-MM-DD'),
+      asDate: moment().format('YYYY-MM-DD'),
       itemsIds: [],
       numberFormat: {
         precision: 2,

packages/server/src/services/FinancialStatements/JournalSheet/JournalSheetService.ts

@@ -25,8 +25,8 @@ export default class JournalSheetService {
    */
   get defaultQuery() {
     return {
-      fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+      fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-      toDate: moment().endOf('year').format('YYYY-MM-DD'),
+      toDate: moment().format('YYYY-MM-DD'),
       fromRange: null,
       toRange: null,
       accountsIds: [],

packages/server/src/services/FinancialStatements/ProfitLossSheet/utils.ts

@@ -8,7 +8,7 @@ import { IProfitLossSheetQuery } from '@/interfaces';
  */
 export const getDefaultPLQuery = (): IProfitLossSheetQuery => ({
   fromDate: moment().startOf('year').format('YYYY-MM-DD'),
-  toDate: moment().endOf('year').format('YYYY-MM-DD'),
+  toDate: moment().format('YYYY-MM-DD'),
 
   numberFormat: {
     divideOn1000: false,

packages/server/src/services/FinancialStatements/PurchasesByItems/PurchasesByItemsService.ts

@@ -12,10 +12,7 @@ import { Tenant } from '@/system/models';
 @Service()
 export default class InventoryValuationReportService {
   @Inject()
-  tenancy: TenancyService;
+  private tenancy: TenancyService;
-
-  @Inject('logger')
-  logger: any;
 
   /**
    * Defaults balance sheet filter query.
@@ -23,8 +20,8 @@ export default class InventoryValuationReportService {
    */
   get defaultQuery(): IInventoryValuationReportQuery {
     return {
-      fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+      fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-      toDate: moment().endOf('year').format('YYYY-MM-DD'),
+      toDate: moment().format('YYYY-MM-DD'),
       itemsIds: [],
       numberFormat: {
         precision: 2,
@@ -73,9 +70,9 @@ export default class InventoryValuationReportService {
     tenantId: number,
     query: IInventoryValuationReportQuery
   ): Promise<{
-    data: IInventoryValuationStatement,
+    data: IInventoryValuationStatement;
-    query: IInventoryValuationReportQuery,
+    query: IInventoryValuationReportQuery;
-    meta: IInventoryValuationSheetMeta,
+    meta: IInventoryValuationSheetMeta;
   }> {
     const { Item, InventoryTransaction } = this.tenancy.models(tenantId);
 
@@ -87,7 +84,7 @@ export default class InventoryValuationReportService {
       ...this.defaultQuery,
       ...query,
     };
-    const inventoryItems = await Item.query().onBuild(q => {
+    const inventoryItems = await Item.query().onBuild((q) => {
       q.where('type', 'inventory');
 
       if (filter.itemsIds.length > 0) {
@@ -106,7 +103,7 @@ export default class InventoryValuationReportService {
         builder.whereIn('itemId', inventoryItemsIds);
 
         // Filter the date range of the sheet.
-        builder.modify('filterDateRange', filter.fromDate, filter.toDate)
+        builder.modify('filterDateRange', filter.fromDate, filter.toDate);
       }
     );
 

packages/server/src/services/FinancialStatements/SalesByItems/SalesByItemsService.ts

@@ -23,8 +23,8 @@ export default class SalesByItemsReportService {
    */
   get defaultQuery(): ISalesByItemsReportQuery {
     return {
-      fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+      fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-      toDate: moment().endOf('year').format('YYYY-MM-DD'),
+      toDate: moment().format('YYYY-MM-DD'),
       itemsIds: [],
       numberFormat: {
         precision: 2,

packages/server/src/services/FinancialStatements/TransactionsByCustomer/TransactionsByCustomersService.ts

@@ -31,8 +31,8 @@ export default class TransactionsByCustomersService
    */
   get defaultQuery(): ITransactionsByCustomersFilter {
     return {
-      fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+      fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-      toDate: moment().endOf('year').format('YYYY-MM-DD'),
+      toDate: moment().format('YYYY-MM-DD'),
       numberFormat: {
         precision: 2,
         divideOn1000: false,

packages/server/src/services/FinancialStatements/TransactionsByVendor/TransactionsByVendorService.ts

@@ -32,7 +32,7 @@ export default class TransactionsByVendorsService
    */
   get defaultQuery(): ITransactionsByVendorsFilter {
     return {
-      fromDate: moment().format('YYYY-MM-DD'),
+      fromDate: moment().startOf('month').format('YYYY-MM-DD'),
       toDate: moment().format('YYYY-MM-DD'),
       numberFormat: {
         precision: 2,

packages/server/src/services/FinancialStatements/TrialBalanceSheet/TrialBalanceSheetService.ts

@@ -27,7 +27,7 @@ export default class TrialBalanceSheetService extends FinancialSheet {
   get defaultQuery(): ITrialBalanceSheetQuery {
     return {
       fromDate: moment().startOf('year').format('YYYY-MM-DD'),
-      toDate: moment().endOf('year').format('YYYY-MM-DD'),
+      toDate: moment().format('YYYY-MM-DD'),
       numberFormat: {
         divideOn1000: false,
         negativeFormat: 'mines',

packages/server/src/services/Items/DeleteItem.ts

@@ -9,13 +9,9 @@ import HasTenancyService from '@/services/Tenancy/TenancyService';
 import UnitOfWork from '@/services/UnitOfWork';
 import events from '@/subscribers/events';
 import { ERRORS } from './constants';
-import { ItemsValidators } from './ItemValidators';
 
 @Service()
 export class DeleteItem {
-  @Inject()
-  private validators: ItemsValidators;
-
   @Inject()
   private tenancy: HasTenancyService;
 

packages/server/src/services/Items/ItemsCostService.ts

@@ -1,5 +0,0 @@
-
-
-export default class ItemsCostService {
-  
-}

packages/webapp/src/containers/FinancialStatements/APAgingSummary/APAgingSummaryTable.tsx

@@ -20,7 +20,7 @@ export default function APAgingSummaryTable({
 }) {
   // AP aging summary report content.
   const {
-    APAgingSummary: { table },
+    APAgingSummary: { table, query },
     isAPAgingLoading,
   } = useAPAgingSummaryContext();
 
@@ -31,7 +31,7 @@ export default function APAgingSummaryTable({
     <FinancialSheet
       companyName={organizationName}
       sheetType={intl.get('payable_aging_summary')}
-      asDate={new Date()}
+      asDate={query.as_date}
       loading={isAPAgingLoading}
     >
       <APAgingSummaryDataTable

packages/webapp/src/containers/FinancialStatements/ARAgingSummary/ARAgingSummaryProvider.tsx

@@ -11,7 +11,10 @@ const ARAgingSummaryContext = createContext();
  */
 function ARAgingSummaryProvider({ filter, ...props }) {
   // Transformes the filter from to the url query.
-  const query = useMemo(() => transformFilterFormToQuery(filter), [filter]);
+  const requestQuery = useMemo(
+    () => transformFilterFormToQuery(filter),
+    [filter],
+  );
 
   // A/R aging summary sheet context.
   const {
@@ -19,11 +22,10 @@ function ARAgingSummaryProvider({ filter, ...props }) {
     isLoading: isARAgingLoading,
     isFetching: isARAgingFetching,
     refetch,
-  } = useARAgingSummaryReport(query, { keepPreviousData: true });
+  } = useARAgingSummaryReport(requestQuery, { keepPreviousData: true });
 
   const provider = {
     ARAgingSummary,
-
     isARAgingLoading,
     isARAgingFetching,
     refetch,

packages/webapp/src/containers/FinancialStatements/ARAgingSummary/ARAgingSummaryTable.tsx

@@ -20,7 +20,7 @@ export default function ReceivableAgingSummaryTable({
 }) {
   // AR aging summary report context.
   const {
-    ARAgingSummary: { table },
+    ARAgingSummary: { table, query },
     isARAgingLoading,
   } = useARAgingSummaryContext();
 
@@ -31,7 +31,7 @@ export default function ReceivableAgingSummaryTable({
     <FinancialSheet
       companyName={organizationName}
       sheetType={intl.get('receivable_aging_summary')}
-      asDate={new Date()}
+      asDate={query.as_date}
       loading={isARAgingLoading}
     >
       <ARAgingSummaryDataTable

packages/webapp/src/containers/FinancialStatements/BalanceSheet/utils.tsx

@@ -15,7 +15,7 @@ import { useAppQueryString } from '@/hooks';
  */
 export const getDefaultBalanceSheetQuery = () => ({
   fromDate: moment().startOf('year').format('YYYY-MM-DD'),
-  toDate: moment().endOf('year').format('YYYY-MM-DD'),
+  toDate: moment().format('YYYY-MM-DD'),
   basis: 'cash',
   displayColumnsType: 'total',
   filterByOption: 'without-zero-balance',

packages/webapp/src/containers/FinancialStatements/CashFlowStatement/utils.tsx

@@ -12,7 +12,7 @@ import { useAppQueryString } from '@/hooks';
 export const getDefaultCashFlowSheetQuery = () => {
   return {
     fromDate: moment().startOf('year').format('YYYY-MM-DD'),
-    toDate: moment().endOf('year').format('YYYY-MM-DD'),
+    toDate: moment().format('YYYY-MM-DD'),
     basis: 'cash',
     displayColumnsType: 'total',
     filterByOption: 'with-transactions',

packages/webapp/src/containers/FinancialStatements/CustomersBalanceSummary/CustomersBalanceSummaryTable.tsx

@@ -18,7 +18,7 @@ export default function CustomersBalanceSummaryTable({
   companyName,
 }) {
   const {
-    CustomerBalanceSummary: { table },
+    CustomerBalanceSummary: { table, query },
   } = useCustomersBalanceSummaryContext();
 
   // Retrieves the customers summary columns.
@@ -28,7 +28,7 @@ export default function CustomersBalanceSummaryTable({
     <FinancialSheet
       companyName={companyName}
       sheetType={intl.get('customers_balance_summary')}
-      asDate={new Date()}
+      asDate={query.as_date}
     >
       <CustomerBalanceDataTable
         columns={columns}

packages/webapp/src/containers/FinancialStatements/CustomersTransactions/CustomersTransactions.tsx

@@ -13,6 +13,7 @@ import { CustomersTransactionsBody } from './CustomersTransactionsBody';
 import { CustomersTransactionsProvider } from './CustomersTransactionsProvider';
 
 import { compose } from '@/utils';
+import { useCustomersTransactionsQuery } from './_utils';
 
 /**
  * Customers transactions.
@@ -22,11 +23,7 @@ function CustomersTransactions({
   toggleCustomersTransactionsFilterDrawer,
 }) {
   // filter
-  const [filter, setFilter] = useState({
+  const [filter, setFilter] = useCustomersTransactionsQuery();
-    fromDate: moment().startOf('year').format('YYYY-MM-DD'),
-    toDate: moment().endOf('year').format('YYYY-MM-DD'),
-    filterByOption: 'with-transactions',
-  });
 
   const handleFilterSubmit = (filter) => {
     const _filter = {

packages/webapp/src/containers/FinancialStatements/CustomersTransactions/CustomersTransactionsProvider.tsx

@@ -14,7 +14,7 @@ function CustomersTransactionsProvider({ filter, ...props }) {
     filter,
   ]);
 
-  // fetches the customers transactions.
+  // Fetches the customers transactions.
   const {
     data: customersTransactions,
     isFetching: isCustomersTransactionsFetching,

packages/webapp/src/containers/FinancialStatements/CustomersTransactions/_utils.ts

@@ -1,6 +1,11 @@
+// @ts-nocheck
 import * as Yup from 'yup';
 import intl from 'react-intl-universal';
 import moment from 'moment';
+import { transformToForm } from '@/utils';
+import { castArray } from 'lodash';
+import { useMemo } from 'react';
+import { useAppQueryString } from '@/hooks';
 
 export const getCustomersTransactionsQuerySchema = () => {
   return Yup.object().shape({
@@ -13,7 +18,31 @@ export const getCustomersTransactionsQuerySchema = () => {
 };
 
 export const getCustomersTransactionsDefaultQuery = () => ({
-  fromDate: moment().toDate(),
+  fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-  toDate: moment().toDate(),
+  toDate: moment().format('YYYY-MM-DD'),
   customersIds: [],
+  filterByOption: 'with-transactions',
 });
+
+const parseCustomersTransactionsQuery = (query) => {
+  const defaultQuery = getCustomersTransactionsDefaultQuery();
+
+  const transformedQuery = {
+    ...defaultQuery,
+    ...transformToForm(query, defaultQuery),
+  };
+  return {
+    ...transformedQuery,
+    customersIds: castArray(transformedQuery.customersIds),
+  };
+};
+
+export const useCustomersTransactionsQuery = () => {
+  const [locationQuery, setLocationQuery] = useAppQueryString();
+
+  const query = useMemo(
+    () => parseCustomersTransactionsQuery(locationQuery),
+    [locationQuery],
+  );
+  return [query, setLocationQuery];
+};

packages/webapp/src/containers/FinancialStatements/GeneralLedger/common.tsx

@@ -28,8 +28,8 @@ export const filterAccountsOptions = [
  * Retrieves the default general ledger query.
  */
 export const getDefaultGeneralLedgerQuery = () => ({
-  fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+  fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-  toDate: moment().endOf('year').format('YYYY-MM-DD'),
+  toDate: moment().format('YYYY-MM-DD'),
   basis: 'accrual',
   filterByOption: 'with-transactions',
   branchesIds: [],

packages/webapp/src/containers/FinancialStatements/InventoryItemDetails/InventoryItemDetailsTable.tsx

@@ -35,8 +35,8 @@ export function InventoryItemDetailsTable({
       companyName={companyName}
       sheetType={intl.get('inventory_item_details')}
       loading={isInventoryItemDetailsLoading}
-      fromDate={query.from_date}
+      fromDate={query.fromDate}
-      toDate={query.to_date}
+      toDate={query.toDate}
       fullWidth={true}
     >
       <InventoryItemDetailsDataTable

packages/webapp/src/containers/FinancialStatements/InventoryItemDetails/utils.tsx

@@ -31,9 +31,6 @@ const numericColumn = R.curry((data, index, column) => ({
   align: Align.Right,
 }));
 
-/**
- *  columns mapper.
- */
 const columnsMapper = R.curry((data, index, column) => ({
   id: column.key,
   key: column.key,

packages/webapp/src/containers/FinancialStatements/InventoryItemDetails/utils2.tsx

@@ -12,8 +12,8 @@ import { transformToForm } from '@/utils';
  * Retrieves inventory item details default query.
  */
 export const getInventoryItemDetailsDefaultQuery = () => ({
-  fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+  fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-  toDate: moment().endOf('year').format('YYYY-MM-DD'),
+  toDate: moment().format('YYYY-MM-DD'),
   itemsIds: [],
   warehousesIds: [],
   branchesIds: [],

packages/webapp/src/containers/FinancialStatements/InventoryValuation/InventoryValuationTable.tsx

@@ -19,7 +19,7 @@ export default function InventoryValuationTable({
 }) {
   // inventory valuation context.
   const {
-    inventoryValuation: { tableRows },
+    inventoryValuation: { tableRows, query },
     isLoading,
   } = useInventoryValuationContext();
 
@@ -30,7 +30,7 @@ export default function InventoryValuationTable({
     <InventoryValuationSheet
       companyName={companyName}
       sheetType={intl.get('inventory_valuation')}
-      asDate={new Date()}
+      asDate={query.as_date}
       loading={isLoading}
     >
       <InventoryValuationDataTable

packages/webapp/src/containers/FinancialStatements/InventoryValuation/utils.tsx

@@ -20,7 +20,7 @@ export const getInventoryValuationQuerySchema = () => {
  * Retrieves the inventory valuation sheet default query.
  */
 export const getInventoryValuationQuery = () => ({
-  asDate: moment().endOf('day').format('YYYY-MM-DD'),
+  asDate: moment().format('YYYY-MM-DD'),
   filterByOption: 'with-transactions',
   itemsIds: [],
   branchesIds: [],

packages/webapp/src/containers/FinancialStatements/Journal/utils.tsx

@@ -11,17 +11,16 @@ import { transformToForm } from '@/utils';
  */
 export const getDefaultJournalQuery = () => {
   return {
-    fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+    fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-    toDate: moment().endOf('year').format('YYYY-MM-DD'),
+    toDate: moment().format('YYYY-MM-DD'),
     basis: 'accrual',
   };
 };
 
-
 /**
  * Parses balance sheet query.
  */
- const parseJournalQuery = (locationQuery) => {
+const parseJournalQuery = (locationQuery) => {
   const defaultQuery = getDefaultJournalQuery();
 
   return {

packages/webapp/src/containers/FinancialStatements/ProfitLossSheet/ProfitLossSheetTable.tsx

@@ -23,7 +23,7 @@ export default function ProfitLossSheetTable({
   } = useProfitLossSheetContext();
 
   // Retrieves the profit/loss table columns.
-  const tableColumns = useProfitLossSheetColumns();
+  const columns = useProfitLossSheetColumns();
 
   // Retrieve default expanded rows of balance sheet.
   const expandedRows = React.useMemo(
@@ -40,7 +40,7 @@ export default function ProfitLossSheetTable({
       basis={query.basis}
     >
       <ProfitLossDataTable
-        columns={tableColumns}
+        columns={columns}
         data={table.rows}
         noInitialFetch={true}
         expanded={expandedRows}

packages/webapp/src/containers/FinancialStatements/ProfitLossSheet/utils.tsx

@@ -16,7 +16,7 @@ import { castArray } from 'lodash';
 export const getDefaultProfitLossQuery = () => ({
   basis: 'cash',
   fromDate: moment().startOf('year').format('YYYY-MM-DD'),
-  toDate: moment().endOf('year').format('YYYY-MM-DD'),
+  toDate: moment().format('YYYY-MM-DD'),
   displayColumnsType: 'total',
   filterByOption: 'with-transactions',
 

packages/webapp/src/containers/FinancialStatements/PurchasesByItems/utils.tsx

@@ -11,8 +11,8 @@ import { castArray } from 'lodash';
  * Retrieves the purchases by items query.
  */
 export const getDefaultPurchasesByItemsQuery = () => ({
-  fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+  fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-  toDate: moment().endOf('year').format('YYYY-MM-DD'),
+  toDate: moment().format('YYYY-MM-DD'),
   filterByOption: 'with-transactions',
   itemsIds: [],
 });

packages/webapp/src/containers/FinancialStatements/SalesByItems/utils.tsx

@@ -25,8 +25,8 @@ export const getSalesByItemsQueryShema = () => {
  * Retrieves the default query.
  */
 export const getDefaultSalesByItemsQuery = () => ({
-  fromDate: moment().startOf('year').format('YYYY-MM-DD'),
+  fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-  toDate: moment().endOf('year').format('YYYY-MM-DD'),
+  toDate: moment().format('YYYY-MM-DD'),
   filterByOption: 'with-transactions',
   itemsIds: [],
 });

packages/webapp/src/containers/FinancialStatements/TrialBalanceSheet/utils.tsx

@@ -12,7 +12,7 @@ import { transformToForm } from '@/utils';
 export function getDefaultTrialBalanceQuery() {
   return {
     fromDate: moment().startOf('year').format('YYYY-MM-DD'),
-    toDate: moment().endOf('year').format('YYYY-MM-DD'),
+    toDate: moment().format('YYYY-MM-DD'),
     basis: 'accrual',
     filterByOption: 'with-transactions',
     branchesIds: [],

packages/webapp/src/containers/FinancialStatements/VendorsBalanceSummary/VendorsBalanceSummaryTable.tsx

@@ -9,7 +9,6 @@ import { tableRowTypesToClassnames } from '@/utils';
 import { useVendorsBalanceColumns } from './components';
 import { useVendorsBalanceSummaryContext } from './VendorsBalanceSummaryProvider';
 
-
 /**
  * Vendors balance summary table.
  */
@@ -18,7 +17,7 @@ export default function VendorsBalanceSummaryTable({
   organizationName,
 }) {
   const {
-    VendorBalanceSummary: { table },
+    VendorBalanceSummary: { table, query },
   } = useVendorsBalanceSummaryContext();
 
   // vendors balance summary columns.
@@ -28,7 +27,7 @@ export default function VendorsBalanceSummaryTable({
     <VendorBalanceFinancialSheet
       companyName={organizationName}
       sheetType={intl.get('vendors_balance_summary')}
-      asDate={new Date()}
+      asDate={query.as_date}
     >
       <VendorBalanceDataTable
         columns={columns}

packages/webapp/src/containers/FinancialStatements/VendorsTransactions/VendorsTransactions.tsx

@@ -13,6 +13,7 @@ import VendorsTransactionsActionsBar from './VendorsTransactionsActionsBar';
 import withVendorsTransactionsActions from './withVendorsTransactionsActions';
 
 import { compose } from '@/utils';
+import { useVendorsTransactionsQuery } from './_utils';
 
 /**
  * Vendors transactions.
@@ -22,11 +23,7 @@ function VendorsTransactions({
   toggleVendorsTransactionsFilterDrawer,
 }) {
   // filter
-  const [filter, setFilter] = useState({
+  const [filter, setFilter] = useVendorsTransactionsQuery();
-    fromDate: moment().startOf('year').format('YYYY-MM-DD'),
-    toDate: moment().endOf('year').format('YYYY-MM-DD'),
-    filterByOption: 'with-transactions',
-  });
 
   const handleFilterSubmit = (filter) => {
     const _filter = {

packages/webapp/src/containers/FinancialStatements/VendorsTransactions/_utils.ts

@@ -1,6 +1,10 @@
+// @ts-nocheck
 import * as Yup from 'yup';
 import intl from 'react-intl-universal';
 import moment from 'moment';
+import { useMemo } from 'react';
+import { transformToForm } from '@/utils';
+import { useAppQueryString } from '@/hooks';
 
 /**
  * The validation schema of vendors transactions.
@@ -19,7 +23,35 @@ export const getVendorTransactionsQuerySchema = () => {
  * Retrieves the default query of vendors transactions.
  */
 export const getVendorsTransactionsDefaultQuery = () => ({
-  fromDate: moment().toDate(),
+  fromDate: moment().startOf('month').format('YYYY-MM-DD'),
-  toDate: moment().toDate(),
+  toDate: moment().format('YYYY-MM-DD'),
   vendorsIds: [],
 });
+
+/**
+ * Parses the query of vendors transactions.
+ */
+const parseVendorsTransactionsQuery = (query) => {
+  const defaultQuery = getVendorsTransactionsDefaultQuery();
+  const transformed = {
+    ...defaultQuery,
+    ...transformToForm(query, defaultQuery),
+  };
+  return {
+    ...transformed,
+    vendorsIds: transformed.vendorsIds ? transformed.vendorsIds : [],
+  };
+};
+
+/**
+ * Retrieves the query of vendors transactions.
+ */
+export const useVendorsTransactionsQuery = () => {
+  const [locationQuery, setLocationQuery] = useAppQueryString();
+
+  const query = useMemo(
+    () => parseVendorsTransactionsQuery(locationQuery),
+    [locationQuery],
+  );
+  return [query, setLocationQuery];
+};