@accounter/client 0.0.8-alpha-20251027003629-e64c01111f4a4cec34d5ca9a84e02646b69f80b1 → 0.0.8-alpha-20251027125446-75cc2031ef62f7abf48ecfbd31f62ddbddee2bd8

package/src/components/common/modals/insert-business.tsx

@@ -2,6 +2,10 @@ import { useCallback, useContext, useState } from 'react';
 import { Globe, Mail, MapPin, Phone, Plus, X } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
+import {
+  ModifyClientDialog,
+  type ClientFormValues,
+} from '@/components/clients/modify-client-dialog.js';
 import { Badge } from '@/components/ui/badge.js';
 import { Button } from '@/components/ui/button.js';
 import {
@@ -15,6 +19,7 @@ import {
 import {
   Form,
   FormControl,
+  FormDescription,
   FormField,
   FormItem,
   FormLabel,
@@ -28,7 +33,9 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@/components/ui/select.js';
+import { Switch } from '@/components/ui/switch.js';
 import { Textarea } from '@/components/ui/textarea.js';
+import { DocumentType } from '@/gql/graphql.js';
 import { pcn874RecordEnum } from '@/helpers/index.js';
 import { useAllCountries } from '@/hooks/use-get-countries.js';
 import { useGetSortCodes } from '@/hooks/use-get-sort-codes.js';
@@ -48,8 +55,8 @@ const businessFormSchema = z
     localName: z.string().optional(),
     govId: z.string().optional(),
     address: z.string().optional(),
-    generalContacts: z.array(z.string().email()),
-    website: z.string().url().optional().or(z.literal('')),
+    generalContacts: z.array(z.email()),
+    website: z.url().optional().or(z.literal('')),
     phone: z.string().optional(),
     taxCategory: z.string().optional(),
     sortCode: z.string().optional(),
@@ -57,8 +64,9 @@ const businessFormSchema = z
     irsCode: z.int().optional(),
     defaultDescription: z.string().optional(),
     defaultTags: z.array(z.string()),
+    isClient: z.boolean().default(false).optional(),
     transactionPhrases: z.array(z.string()),
-    emailAddresses: z.array(z.string().email()),
+    emailAddresses: z.array(z.email()),
   })
   .refine(
     data => {
@@ -117,6 +125,7 @@ export function InsertBusiness({
   onAdd?: (businessId: string) => void;
 }) {
   const [isNewBusinessOpen, setIsNewBusinessOpen] = useState(false);
+  const [client, setClient] = useState<ClientFormValues | null>(null);
 
   const { insertBusiness, fetching: addingInProcess } = useInsertBusiness();
 
@@ -128,6 +137,7 @@ export function InsertBusiness({
       defaultTags: [],
       transactionPhrases: description ? [description] : [],
       emailAddresses: [],
+      locality: 'GAB',
     },
   });
 
@@ -135,44 +145,68 @@ export function InsertBusiness({
     const newBusiness = await insertBusiness({
       fields: convertFormDataToInsertNewBusinessInput(data),
     });
+    if (data.isClient && newBusiness?.id) {
+      setClient({
+        businessId: newBusiness.id,
+        generatedDocumentType: DocumentType.Proforma,
+        emails: [],
+      });
+    } else {
+      onComplete(newBusiness?.id);
+    }
+  };
+
+  const onComplete = (businessId: string = '') => {
+    setClient(null);
     setIsNewBusinessOpen(false);
     form.reset();
-    onAdd?.(newBusiness?.id ?? '');
+    onAdd?.(businessId);
   };
 
   return (
-    <Dialog open={isNewBusinessOpen} onOpenChange={setIsNewBusinessOpen}>
-      <DialogTrigger asChild>
-        <Button>
-          <Plus className="size-4 mr-2" />
-          New Business
-        </Button>
-      </DialogTrigger>
-      <DialogContent className="max-w-3xl max-h-[90vh] overflow-y-auto">
-        <DialogHeader>
-          <DialogTitle>Create New Business</DialogTitle>
-          <DialogDescription>Add a new business to Accounter.</DialogDescription>
-        </DialogHeader>
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-6">
-            <ContactInformationSection form={form} />
-
-            <DefaultsSection form={form} />
-
-            <AutoMatchingSection form={form} />
-
-            <div className="flex justify-end gap-3 pt-4 border-t">
-              <Button type="button" variant="outline" onClick={() => setIsNewBusinessOpen(false)}>
-                Cancel
-              </Button>
-              <Button type="submit" disabled={addingInProcess}>
-                Create Business
-              </Button>
-            </div>
-          </form>
-        </Form>
-      </DialogContent>
-    </Dialog>
+    <>
+      <Dialog open={isNewBusinessOpen} onOpenChange={setIsNewBusinessOpen}>
+        <DialogTrigger asChild>
+          <Button>
+            <Plus className="size-4 mr-2" />
+            New Business
+          </Button>
+        </DialogTrigger>
+        <DialogContent className="max-w-3xl max-h-[90vh] overflow-y-auto">
+          <DialogHeader>
+            <DialogTitle>Create New Business</DialogTitle>
+            <DialogDescription>Add a new business to Accounter.</DialogDescription>
+          </DialogHeader>
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-6">
+              <ContactInformationSection form={form} />
+
+              <DefaultsSection form={form} />
+
+              <AutoMatchingSection form={form} />
+
+              <div className="flex justify-end gap-3 pt-4 border-t">
+                <Button type="button" variant="outline" onClick={() => setIsNewBusinessOpen(false)}>
+                  Cancel
+                </Button>
+                <Button type="submit" disabled={addingInProcess}>
+                  Create Business
+                </Button>
+              </div>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+      {client?.businessId && (
+        <ModifyClientDialog
+          businessId={client.businessId}
+          client={client}
+          onDone={() => {
+            onComplete(client.businessId);
+          }}
+        />
+      )}
+    </>
   );
 }
 
@@ -538,12 +572,29 @@ function DefaultsSection({ form }: SectionProps) {
                   placeholder="Select Default Tags"
                   variant="default"
                   disabled={fetchingTags}
+                  asChild
                 />
               </FormControl>
               <FormMessage />
             </FormItem>
           )}
         />
+
+        <FormField
+          control={form.control}
+          name="isClient"
+          render={({ field }) => (
+            <FormItem className="flex flex-row items-center justify-between rounded-lg border p-3 shadow-sm">
+              <div className="space-y-0.5">
+                <FormLabel>Client</FormLabel>
+                <FormDescription>Business is a client</FormDescription>
+              </div>
+              <FormControl>
+                <Switch checked={field.value} onCheckedChange={field.onChange} />
+              </FormControl>
+            </FormItem>
+          )}
+        />
       </div>
     </div>
   );

package/src/components/layout/user-nav.tsx

@@ -1,5 +1,8 @@
-import { useState, type JSX } from 'react';
-import { CircleCheckBig, FileDown, User2Icon } from 'lucide-react';
+import { useContext, useState, type JSX } from 'react';
+import { CircleCheckBig, FileDown, Shield, User2Icon } from 'lucide-react';
+import { Link } from 'react-router-dom';
+import { UserContext } from '@/providers/index.js';
+import { ROUTES } from '@/router/routes.js';
 import { Tooltip } from '@mantine/core';
 import { useDisclosure } from '@mantine/hooks';
 import { useCornJobs } from '../../hooks/use-corn-jobs.js';
@@ -17,11 +20,14 @@ import {
 } from '../ui/dropdown-menu.js';
 
 export function UserNav(): JSX.Element {
+  const { userContext } = useContext(UserContext);
   const [pullDocumentsOpened, { close: closePullDocuments, open: openPullDocuments }] =
     useDisclosure(false);
   const [balanceChargeModalOpen, setBalanceChargeModalOpen] = useState(false);
   const { executeJobs } = useCornJobs();
 
+  const userName = userContext?.username || 'User Name';
+
   return (
     <>
       <DropdownMenu>
@@ -35,11 +41,27 @@ export function UserNav(): JSX.Element {
         <DropdownMenuContent className="w-56" align="end" forceMount>
           <DropdownMenuLabel className="font-normal">
             <div className="flex flex-col space-y-1">
-              <p className="text-sm font-medium leading-none">User Name</p>
+              <p className="text-sm font-medium leading-none">{userName}</p>
               <p className="text-xs leading-none text-muted-foreground">Email</p>
             </div>
           </DropdownMenuLabel>
           <DropdownMenuSeparator />
+          <DropdownMenuItem>
+            <Link
+              to={{
+                pathname: ROUTES.BUSINESSES.DETAIL(userContext?.context.adminBusinessId || ''),
+                search: '?tab=admin',
+              }}
+            >
+              <Button
+                variant="ghost"
+                className="flex items-center gap-1 data-[state=active]:bg-background"
+              >
+                <Shield className="size-4" />
+                <span className="hidden sm:inline">Admin Configurations</span>
+              </Button>
+            </Link>
+          </DropdownMenuItem>
           <DropdownMenuItem>
             <Button variant="ghost" onClick={() => setBalanceChargeModalOpen(true)}>
               Add Balance Charge

package/dist/assets/business-CfqFJUkR.js

@@ -1,32 +0,0 @@
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- * @license lucide-react v0.546.0 - ISC
- *
- * This source code is licensed under the ISC license.
- * See the LICENSE file in the root directory of this source tree.
- */const nt=[["circle",{cx:"12",cy:"12",r:"10",key:"1mglay"}],["path",{d:"m9 12 2 2 4-4",key:"dzmm74"}]],xs=xe("circle-check",nt);/**
- * @license lucide-react v0.546.0 - ISC
- *
- * This source code is licensed under the ISC license.
- * See the LICENSE file in the root directory of this source tree.
- */const tt=[["line",{x1:"12",x2:"12",y1:"2",y2:"22",key:"7eqyqh"}],["path",{d:"M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6",key:"1b0p4s"}]],ke=xe("dollar-sign",tt);/**
- * @license lucide-react v0.546.0 - ISC
- *
- * This source code is licensed under the ISC license.
- * See the LICENSE file in the root directory of this source tree.
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- * @license lucide-react v0.546.0 - ISC
- *
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- *
- * This source code is licensed under the ISC license.
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required"}),taxPrepaymentId:V().min(1,{message:"Tax Prepayment ID is required"}),nationalInsuranceEmployerId:V().min(1,{message:"National Insurance Employer ID is required"}),advanceTaxRate:bs().min(0,{message:"Advance Tax Rate must be at least 0"}).max(100,{message:"Advance Tax Rate must be at most 100"}),registrationDate:V().min(1,{message:"Registration Date is required"})});function ps(s){return!s||s.__typename!=="LtdFinancialEntity"||!s.adminInfo?{}:{employerWithholdingTaxAccountNumber:s.adminInfo.employerWithholdingTaxAccountNumber??"",taxPrepaymentId:s.adminInfo.taxPrepaymentId??"",nationalInsuranceEmployerId:s.adminInfo.nationalInsuranceEmployerId??"",advanceTaxRate:s.adminInfo.advanceTaxRate??0,registrationDate:s.adminInfo.registrationDate??""}}function 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md:grid-cols-2",children:[e.jsxs("div",{className:"space-y-1",children:[e.jsxs("span",{className:"text-sm font-medium text-muted-foreground flex items-center gap-2",children:[e.jsx(He,{className:"h-3.5 w-3.5"}),"Email Addresses"]}),e.jsx("div",{className:"flex flex-wrap gap-2",children:r.emails?.map((o,d)=>e.jsx("span",{className:"text-sm px-2 py-1 bg-muted rounded",children:o},d))})]}),e.jsxs("div",{className:"space-y-1",children:[e.jsxs("span",{className:"text-sm font-medium text-muted-foreground flex items-center gap-2",children:[e.jsx(ws,{className:"h-3.5 w-3.5"}),"Phone"]}),e.jsx("p",{className:"text-sm font-mono",children:r.phone})]}),e.jsxs("div",{className:"space-y-1",children:[e.jsx("span",{className:"text-sm font-medium text-muted-foreground",children:"Mobile"}),e.jsx("p",{className:"text-sm font-mono",children:r.mobile})]}),e.jsxs("div",{className:"space-y-1",children:[e.jsx("span",{className:"text-sm font-medium text-muted-foreground",children:"Fax"}),e.jsx("p",{className:"text-sm font-mono",children:r.fax})]})]})]}),e.jsxs("div",{className:"space-y-4",children:[e.jsxs("h4",{className:"font-semibold text-sm text-muted-foreground uppercase tracking-wide flex items-center gap-2",children:[e.jsx(We,{className:"h-3.5 w-3.5"}),"Address"]}),e.jsxs("div",{className:"grid gap-4 md:grid-cols-3",children:[e.jsxs("div",{className:"space-y-1 md:col-span-2",children:[e.jsx("span",{className:"text-sm font-medium text-muted-foreground",children:"Street Address"}),e.jsx("p",{className:"text-sm",children:r.address})]}),e.jsxs("div",{className:"space-y-1",children:[e.jsx("span",{className:"text-sm font-medium text-muted-foreground",children:"City"}),e.jsx("p",{className:"text-sm",children:r.city})]}),e.jsxs("div",{className:"space-y-1",children:[e.jsx("span",{className:"text-sm font-medium text-muted-foreground",children:"Zip Code"}),e.jsx("p",{className:"text-sm font-mono",children:r.zip})]})]})]})]})})]}),ra.map(o=>e.jsxs($e,{value:o.id,className:"rounded-lg border",children:[e.jsx("div",{className:"px-4 py-3",children:e.jsxs("div",{className:"flex items-center justify-between",children:[e.jsx("div",{className:"flex items-center gap-3 flex-1",children:e.jsxs("div",{className:"space-y-1",children:[e.jsxs("div",{className:"flex items-center gap-2",children:[e.jsx("h4",{className:"font-semibold",children:o.name}),o.status==="connected"?e.jsx(xs,{className:"h-4 w-4 text-green-600"}):e.jsx(Nn,{className:"h-4 w-4 text-muted-foreground"})]}),e.jsx("p",{className:"text-sm text-muted-foreground",children:o.description})]})}),e.jsxs("div",{className:"flex items-center gap-2",children:[e.jsx(E,{variant:"ghost",size:"sm",onClick:d=>d.stopPropagation(),children:e.jsx(cs,{className:"h-4 w-4"})}),e.jsx(hs,{className:"hover:no-underline p-2"})]})]})}),e.jsx(Re,{children:e.jsx("div",{className:"px-4 pb-4 pt-2 border-t",children:e.jsxs("div",{className:"text-sm",children:[e.jsx("span",{className:"text-muted-foreground",children:"Last sync: "}),e.jsx("span",{className:"font-medium",children:o.lastSync})]})})})]},o.id))]})})]})}function la({id:s,provider:n,updateClient:t}){const[a,l]=y.useState(!1),[i,c]=y.useState(s),r=y.useCallback(async()=>{await t(i),l(!1)},[i,t]);return e.jsxs(Pe,{open:a,onOpenChange:l,children:[e.jsx(ss,{asChild:!0,children:e.jsxs(E,{variant:"outline",size:"sm",onClick:o=>o.stopPropagation(),children:[e.jsx(cs,{className:"h-4 w-4 mr-2"}),"Configure"]})}),e.jsxs(Be,{onClick:o=>o.stopPropagation(),children:[e.jsxs(ns,{children:[e.jsxs(ts,{children:["Configure ",n]}),e.jsxs(as,{children:["Update your ",n," integration settings"]})]}),e.jsx("div",{className:"space-y-4 py-4",children:e.jsxs("div",{className:"space-y-2",children:[e.jsxs(bn,{htmlFor:"id",children:[n," ID"]}),e.jsx(T,{id:"id",value:i,onChange:o=>c(o.target.value),placeholder:`Enter ${n} ID`})]})}),e.jsxs(is,{children:[e.jsx(E,{variant:"outline",onClick:()=>l(!1),children:"Cancel"}),e.jsx(E,{onClick:r,disabled:!i,children:"Save Changes"})]})]})]})}function ca({businessId:s}){return e.jsxs(G,{children:[e.jsx(W,{className:"flex w-full justify-between items-center",children:e.jsx("div",{className:"flex items-center justify-between",children:e.jsxs("div",{children:[e.jsx(K,{children:"Transactions"}),e.jsx(H,{children:"Complete transaction history for this business"})]})})}),e.jsx(X,{children:e.jsx("div",{className:"rounded-md border",children:e.jsx(wn,{businessID:s,filter:{}})})})]})}function oa({data:s,refetchBusiness:n}){const t=De(Tn,s),[a,l]=In(),i=a.get("tab")||"contact",c=d=>{l({tab:d})};if(!t)return e.jsx("div",{children:"Business not found"});const r="clientInfo"in t&&!!t.clientInfo,o="adminInfo"in t&&!!t.adminInfo;return e.jsxs("div",{className:"min-h-screen bg-background",children:[e.jsx(On,{data:t}),e.jsx("main",{className:"container mx-auto px-4 py-6 md:px-6 lg:px-8 max-w-7xl",children:e.jsxs(Dn,{value:i,onValueChange:c,className:"w-full",children:[e.jsxs(An,{className:"grid w-full lg:grid-cols-8 sm:grid-cols-4 grid-cols-8 mb-6 h-auto gap-1 bg-muted/50 p-1",children:[e.jsxs(Q,{value:"contact",className:"flex items-center gap-2 data-[state=active]:bg-background",children:[e.jsx(st,{className:"h-4 w-4"}),e.jsx("span",{className:"hidden sm:inline",children:"Contact"})]}),e.jsxs(Q,{value:"config",className:"flex items-center gap-2 data-[state=active]:bg-background",children:[e.jsx(cs,{className:"h-4 w-4"}),e.jsx("span",{className:"hidden sm:inline",children:"Config"})]}),e.jsxs(Q,{value:"charges",className:"flex items-center gap-2 data-[state=active]:bg-background",children:[e.jsx(ke,{className:"h-4 w-4"}),e.jsx("span",{className:"hidden sm:inline",children:"Charges"})]}),e.jsxs(Q,{value:"transactions",className:"flex items-center gap-2 data-[state=active]:bg-background",children:[e.jsx(Sn,{className:"h-4 w-4"}),e.jsx("span",{className:"hidden sm:inline",children:"Transactions"})]}),e.jsxs(Q,{value:"documents",className:"flex items-center gap-2 data-[state=active]:bg-background",children:[e.jsx(kn,{className:"h-4 w-4"}),e.jsx("span",{className:"hidden sm:inline",children:"Documents"})]}),r&&e.jsxs(e.Fragment,{children:[e.jsxs(Q,{value:"contracts",className:"flex items-center gap-2 data-[state=active]:bg-background",children:[e.jsx(rt,{className:"h-4 w-4"}),e.jsx("span",{className:"hidden sm:inline",children:"Contracts"})]}),e.jsxs(Q,{value:"integrations",className:"flex items-center gap-2 data-[state=active]:bg-background",children:[e.jsx(lt,{className:"h-4 w-4"}),e.jsx("span",{className:"hidden sm:inline",children:"Integrations"})]})]}),o&&e.jsxs(Q,{value:"admin",className:"flex items-center gap-2 data-[state=active]:bg-background",children:[e.jsx(Es,{className:"h-4 w-4"}),e.jsx("span",{className:"hidden sm:inline",children:"Admin"})]})]}),e.jsx(z,{value:"contact",className:"mt-0",children:e.jsx(Xt,{data:t,refetchBusiness:n})}),e.jsx(z,{value:"config",className:"mt-0",children:e.jsx(Ut,{data:t,refetchBusiness:n})}),e.jsx(z,{value:"charges",className:"mt-0",children:e.jsx(gt,{businessId:t.id})}),e.jsx(z,{value:"transactions",className:"mt-0",children:e.jsx(ca,{businessId:t.id})}),e.jsx(z,{value:"documents",className:"mt-0",children:e.jsx(aa,{businessId:t.id})}),r&&e.jsxs(e.Fragment,{children:[e.jsx(z,{value:"contracts",className:"mt-0",children:e.jsx(ta,{clientId:t.id})}),e.jsx(z,{value:"integrations",className:"mt-0",children:e.jsx(ia,{data:t})}),e.jsx(z,{value:"charts",className:"mt-0",children:e.jsx(Bt,{})})]}),o&&e.jsx(z,{value:"admin",className:"mt-0",children:e.jsx(jt,{data:t})})]})})]})}function fa(s){return`/businesses/${s}`}const va=()=>{const{businessId:s}=En();let n;try{n=Pn()}catch{}const[{data:t,fetching:a},l]=we({query:Bn,pause:!s||!!n,variables:{businessId:s??""}}),i=n||t;return!n&&a&&!i?.business?e.jsx(Cs,{}):!s||!i?.business?e.jsx("div",{children:"Business not found"}):e.jsx(oa,{data:i.business,refetchBusiness:async()=>l()})};export{va as BusinessScreen,fa as getBusinessHref};

package/dist/assets/index-DVbMTBK4.js

@@ -1 +0,0 @@
-import{cZ as k,r as m,u as R,d0 as V,j as e,c_ as q,bz as Q,B as I,c$ as z,V as G,cd as K,dh as X,aL as J,di as Z,bO as y,bP as A,bT as F,bU as B,H as S,ch as E,a as P,f7 as W,Y as U,n as $,Z as Y,_ as ee,at as ae,a1 as O,f8 as se,F as te,ae as re,aP as ne,c as oe,$ as le,e8 as ie,f9 as ce,b1 as de}from"./index-DfI9E1Fb.js";import{k as ue,B as N,X as H,Y as me,l as pe,m as xe,n as ge,o as he,p as fe,q as be,r as je}from"./chart-CQ9Opsuw.js";import{s as ye}from"./sub-BbpGm1pj.js";import"./sequential-CAnleQny.js";import"./subMonths-0tIJizDp.js";var ve=ue({chartName:"BarChart",GraphicalChild:N,defaultTooltipEventType:"axis",validateTooltipEventTypes:["axis","item"],axisComponents:[{axisType:"xAxis",AxisComp:H},{axisType:"yAxis",AxisComp:me}],formatAxisMap:pe});function _(s){return!s||k(s)?null:encodeURIComponent(JSON.stringify(s))}const L="balanceReportFilters",x={MONTHLY:"Monthly",BI_MONTHLY:"Bi-monthly",QUARTERLY:"Quarterly",SEMI_ANNUALLY:"Semi-Annually",ANNUALLY:"Annually"};function Ce({filter:s,setFilter:n,closeModal:c}){const{control:t,handleSubmit:r,watch:g}=G({defaultValues:{...s}}),{selectableBusinesses:b,fetching:h}=K(),{selectableFinancialEntities:f,fetching:v}=X(),{selectableTags:p,fetching:j}=J(),M=a=>{n(a),c()},C=g("excludedTags"),l=m.useMemo(()=>p.filter(a=>!C.includes(a.value)),[C,p]),d=g("includedTags"),o=m.useMemo(()=>p.filter(a=>!d.includes(a.value)),[d,p]);return e.jsxs("form",{onSubmit:r(M),children:[e.jsxs(Z,{cols:2,children:[e.jsx(y,{name:"ownerId",control:t,defaultValue:s?.ownerId,render:({field:a,fieldState:i})=>e.jsx(A,{...a,data:b,value:a.value,disabled:h,label:"Owners",placeholder:"Scroll to see all options",maxDropdownHeight:160,searchable:!0,error:i.error?.message,withinPortal:!0})}),e.jsx(y,{name:"fromDate",control:t,defaultValue:s?.fromDate,rules:{pattern:{value:F,message:"Date must be im format yyyy-mm-dd"}},render:({field:a,fieldState:i})=>e.jsx(B,{...a,onChange:u=>{const T=u?typeof u=="string"?u:S(u,"yyyy-MM-dd"):void 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py-2 px-8 focus:outline-hidden hover:bg-rose-600 rounded-sm text-lg",onClick:c,children:"Cancel"})]})]})}function Te({filter:s,setFilter:n,initiallyOpened:c=!1}){const[t,r]=m.useState(c),[g,b]=m.useState(!!s),{get:h,set:f}=R();m.useEffect(()=>{const p=_(s),j=h(L);p!==j&&f(L,p)},[s,h,f]);const v=m.useCallback(p=>{V(p,s)||(n(p),b(!!p))},[s,n]);return e.jsxs("div",{className:"flex flex-row gap-5 items-center",children:[e.jsx(q,{opened:t,onClose:()=>r(!1),content:e.jsx(Ce,{filter:s,setFilter:v,closeModal:()=>r(!1)}),modalSize:"xl"}),e.jsx(Q,{inline:!0,size:16,disabled:!g,children:e.jsx(I,{variant:"outline",size:"icon",className:"size-7.5",onClick:()=>r(!0),children:e.jsx(z,{className:"size-5"})})})]})}const we=({period:s,transactionIDs:n,onCloseExtendedTransactions:c})=>{const[{data:t,fetching:r}]=P({query:W,variables:{transactionIDs:n}}),g=m.useMemo(()=>t?.transactionsByIDs?n.map(b=>t?.transactionsByIDs.find(h=>h.id===b)).filter(Boolean):[],[t,n]);return e.jsx(U,{className:"mt-5 w-full",children:r?e.jsx($,{}):e.jsxs(e.Fragment,{children:[e.jsx(Y,{children:e.jsxs(ee,{className:"flex justify-between",children:[e.jsxs("span",{children:[s," Transactions"]}),e.jsx(I,{variant:"link",onClick:c,children:e.jsx(ae,{className:"h-4 w-4"})})]})}),e.jsx(O,{children:e.jsx(se,{transactionsProps:g})})]})})};function Be(s){const n=new URLSearchParams,c=_(s);return c&&n.append(L,c),`/reports/balance${n.size>0?`?${n}`:""}`}const w={income:{label:"Income",color:"rgba(0, 255, 50, 0.5)"},expense:{label:"Expense",color:"rgba(255, 0, 0, 0.5)"},delta:{label:"Delta",color:"rgba(0, 30, 255, 0.5)"},cumulative:{label:"Cumulative Balance",color:"rgba(100, 0, 255, 0.5)"}};function Ne(s,n,c){switch(c){case x.MONTHLY:{const t=String(n).padStart(2,"0");return`${s}-${t}`}case x.BI_MONTHLY:{const t=n%2===0?n-1:n,r=String(t).padStart(2,"0");return`${s}-${r}`}case x.QUARTERLY:{const t=Math.ceil(n/3);return`${s}-Q${t}`}case x.SEMI_ANNUALLY:{const t=n>6?2:1;return`${s}-H${t}`}case x.ANNUALLY:return String(s)}}function Me(s,n){switch(n){case x.MONTHLY:{const[c,t]=s.split("-");return`${t}/${c}`}case x.BI_MONTHLY:{const[c,t]=s.split("-"),r=Number(t)+1,g=String(r).padStart(2,"0");return`${t}-${g}/${c}`}case x.QUARTERLY:{const[c,t]=s.split("-");return`${t}, ${c}`}case x.SEMI_ANNUALLY:{const[c,t]=s.split("-");return`${t}, ${c}`}case x.ANNUALLY:return s}}const D=ie(de.Usd),De=()=>{const{setFiltersContext:s}=m.useContext(te),{userContext:n}=m.useContext(re),{get:c}=R(),t=m.useMemo(()=>{const l={ownerId:n?.context.adminBusinessId,toDate:S(new Date,"yyyy-MM-dd"),period:x.MONTHLY,fromDate:S(ye(new Date,{years:1}),"yyyy-MM-dd"),excludedCounterparties:[],includedTags:[],excludedTags:[]},d=c(L);if(d)try{return JSON.parse(decodeURIComponent(d))}catch(o){console.log("Error parsing balance report filters from URL:",o)}return l},[n?.context.adminBusinessId,c]),[r,g]=m.useState(t),[b,h]=m.useState(void 0),[f,v]=m.useState(Object.keys(w)),p=m.useMemo(()=>{const{ownerId:l,fromDate:d,toDate:o}=r;return{ownerId:l,fromDate:d,toDate:o}},[r]),[{data:j,fetching:M}]=P({query:ce,variables:p,pause:!r});m.useEffect(()=>{s(e.jsxs("div",{className:"flex flex-row gap-x-5",children:[e.jsx(Te,{filter:r,setFilter:g,initiallyOpened:!r}),e.jsx(ne,{options:Object.entries(w).map(([l,d])=>({label:d.label,value:l})),onValueChange:v,defaultValue:f,placeholder:"Select Data Sets",variant:"default",maxCount:1})]})),h(void 0)},[j,M,r,s,g,f]),m.useEffect(()=>{g(l=>({...l,ownerId:n?.context.adminBusinessId}))},[n]);const C=m.useMemo(()=>{if(!j?.transactionsForBalanceReport)return[];const l=new Map;j.transactionsForBalanceReport.map(o=>{if(o.counterparty?.id&&(!o.isFee&&n?.context.financialAccountsBusinessesIds?.includes(o.counterparty.id)||r.excludedCounterparties?.includes(o.counterparty.id))||r.includedTags.length>0&&(!o.charge?.tags||o.charge.tags.length===0||!o.charge.tags.some(u=>r.includedTags.includes(u.id)))||r.excludedTags.length>0&&o.charge?.tags.length&&o.charge.tags.some(u=>r.excludedTags.includes(u.id)))return;const a=Ne(o.year,o.month,r.period);l.has(a)||l.set(a,{income:0,expense:0,delta:0,transactions:[]});const i=l.get(a);o.amountUsd.raw>0?i.income+=o.amountUsd.raw:i.expense+=o.amountUsd.raw,i.delta+=o.amountUsd.raw,i.transactions.push(o)});let d=0;return Array.from(l.entries()).sort((o,a)=>o[0].localeCompare(a[0])).map(([o,a])=>(d+=a.delta,{period:o,income:a.income,expense:a.expense,delta:a.delta,cumulative:d,transactions:a.transactions.sort((i,u)=>Math.abs(u.amountUsd.raw)-Math.abs(i.amountUsd.raw))}))},[j,r.period,r.excludedCounterparties,n?.context.financialAccountsBusinessesIds,r.includedTags,r.excludedTags]);return e.jsx(oe,{title:"Balance Report",description:"Accounts periodical balance",children:M?e.jsx($,{}):e.jsxs(e.Fragment,{children:[e.jsxs(U,{className:"w-full",children:[e.jsx(Y,{children:e.jsx(le,{children:"Click specific period to expand it's transactions data"})}),e.jsx(O,{children:e.jsx(xe,{config:w,className:"h-150 w-full",children:e.jsxs(ve,{accessibilityLayer:!0,data:C,onClick:l=>h(l.activeLabel),children:[e.jsx(ge,{vertical:!1}),e.jsx(H,{dataKey:"period",tickLine:!1,tickMargin:10,axisLine:!1,tickFormatter:l=>Me(l,r.period)}),e.jsx(he,{content:e.jsx(fe,{formatter:(l,d,o,a)=>{const i=`bg-[var(--color-${d})]`;return a<2?e.jsxs(e.Fragment,{children:[e.jsx("div",{className:`${i} h-2.5 w-2.5 shrink-0 rounded-[2px]`}),w[d]?.label||d,e.jsx("div",{className:"ml-auto flex items-baseline gap-0.5 font-mono font-medium tabular-nums text-foreground",children:D.format(Number(l))})]}):e.jsxs("div",{className:"mt-1.5 flex basis-full items-center border-t pt-1.5 text-xs font-medium text-foreground",children:[e.jsx("div",{className:`h-2.5 w-2.5 shrink-0 rounded-[2px] mr-2 ${i}`}),w[d]?.label||d,e.jsx("div",{className:"ml-auto flex items-baseline gap-0.5 font-mono font-medium tabular-nums text-foreground",children:D.format(Number(l))})]})}})}),e.jsx(be,{content:e.jsx(je,{})}),f.includes("income")&&e.jsx(N,{dataKey:"income",fill:"var(--color-income)",radius:4}),f.includes("expense")&&e.jsx(N,{dataKey:"expense",fill:"var(--color-expense)",radius:4}),f.includes("delta")&&e.jsx(N,{dataKey:"delta",fill:"var(--color-delta)",radius:4}),f.includes("cumulative")&&e.jsx(N,{dataKey:"cumulative",fill:"var(--color-cumulative)",radius:4})]})})})]}),b&&e.jsx(we,{period:b,onCloseExtendedTransactions:()=>h(void 0),transactionIDs:C.find(l=>l.period===b)?.transactions.map(l=>l.id)??[]})]})})};export{De as BalanceReport,Be as getBalanceReportHref};

package/dist/assets/subMonths-0tIJizDp.js

@@ -1 +0,0 @@
-import{fv as n}from"./index-DfI9E1Fb.js";function a(o,s,t){return n(o,-s,t)}export{a as s};