@things-factory/accounting 8.0.0-alpha.3 → 8.0.0-alpha.30

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Files changed (118) hide show
  1. package/client/pages/bank/bank-importer.ts +90 -0
  2. package/client/pages/bank/bank-list-page.ts +398 -0
  3. package/client/pages/bank-account/bank-account-importer.ts +90 -0
  4. package/client/pages/bank-account/bank-account-list-page.ts +398 -0
  5. package/client/pages/financial-institution/financial-institution-importer.ts +90 -0
  6. package/client/pages/financial-institution/financial-institution-list-page.ts +398 -0
  7. package/dist-client/pages/bank/bank-importer.d.ts +23 -0
  8. package/dist-client/pages/bank/bank-importer.js +93 -0
  9. package/dist-client/pages/bank/bank-importer.js.map +1 -0
  10. package/dist-client/pages/bank/bank-list-page.d.ts +66 -0
  11. package/dist-client/pages/bank/bank-list-page.js +370 -0
  12. package/dist-client/pages/bank/bank-list-page.js.map +1 -0
  13. package/dist-client/pages/bank-account/bank-account-importer.d.ts +23 -0
  14. package/dist-client/pages/bank-account/bank-account-importer.js +93 -0
  15. package/dist-client/pages/bank-account/bank-account-importer.js.map +1 -0
  16. package/dist-client/pages/bank-account/bank-account-list-page.d.ts +66 -0
  17. package/dist-client/pages/bank-account/bank-account-list-page.js +370 -0
  18. package/dist-client/pages/bank-account/bank-account-list-page.js.map +1 -0
  19. package/dist-client/pages/financial-institution/financial-institution-importer.d.ts +23 -0
  20. package/dist-client/pages/financial-institution/financial-institution-importer.js +93 -0
  21. package/dist-client/pages/financial-institution/financial-institution-importer.js.map +1 -0
  22. package/dist-client/pages/financial-institution/financial-institution-list-page.d.ts +66 -0
  23. package/dist-client/pages/financial-institution/financial-institution-list-page.js +370 -0
  24. package/dist-client/pages/financial-institution/financial-institution-list-page.js.map +1 -0
  25. package/dist-client/tsconfig.tsbuildinfo +1 -1
  26. package/dist-server/migrations/1725201567284-seed-country-codes.d.ts +5 -0
  27. package/dist-server/migrations/1725201567284-seed-country-codes.js +248 -0
  28. package/dist-server/migrations/1725201567284-seed-country-codes.js.map +1 -0
  29. package/dist-server/migrations/1725201667385-seed-financial-institutions.d.ts +5 -0
  30. package/dist-server/migrations/1725201667385-seed-financial-institutions.js +348 -0
  31. package/dist-server/migrations/1725201667385-seed-financial-institutions.js.map +1 -0
  32. package/dist-server/service/account/account-history.js +7 -2
  33. package/dist-server/service/account/account-history.js.map +1 -1
  34. package/dist-server/service/accounting-category/accounting-category-history.js +7 -2
  35. package/dist-server/service/accounting-category/accounting-category-history.js.map +1 -1
  36. package/dist-server/service/accounting-document/accounting-document-history.js +7 -2
  37. package/dist-server/service/accounting-document/accounting-document-history.js.map +1 -1
  38. package/dist-server/service/bank-account/bank-account-history.d.ts +34 -0
  39. package/dist-server/service/bank-account/bank-account-history.js +172 -0
  40. package/dist-server/service/bank-account/bank-account-history.js.map +1 -0
  41. package/dist-server/service/bank-account/bank-account-mutation.d.ts +10 -0
  42. package/dist-server/service/bank-account/bank-account-mutation.js +128 -0
  43. package/dist-server/service/bank-account/bank-account-mutation.js.map +1 -0
  44. package/dist-server/service/bank-account/bank-account-query.d.ts +11 -0
  45. package/dist-server/service/bank-account/bank-account-query.js +79 -0
  46. package/dist-server/service/bank-account/bank-account-query.js.map +1 -0
  47. package/dist-server/service/bank-account/bank-account-type.d.ts +39 -0
  48. package/dist-server/service/bank-account/bank-account-type.js +153 -0
  49. package/dist-server/service/bank-account/bank-account-type.js.map +1 -0
  50. package/dist-server/service/bank-account/bank-account.d.ts +38 -0
  51. package/dist-server/service/bank-account/bank-account.js +164 -0
  52. package/dist-server/service/bank-account/bank-account.js.map +1 -0
  53. package/dist-server/service/bank-account/event-subscriber.d.ts +7 -0
  54. package/dist-server/service/bank-account/event-subscriber.js +21 -0
  55. package/dist-server/service/bank-account/event-subscriber.js.map +1 -0
  56. package/dist-server/service/bank-account/index.d.ts +7 -0
  57. package/dist-server/service/bank-account/index.js +12 -0
  58. package/dist-server/service/bank-account/index.js.map +1 -0
  59. package/dist-server/service/financial-institution/financial-institution-mutation.d.ts +10 -0
  60. package/dist-server/service/financial-institution/financial-institution-mutation.js +169 -0
  61. package/dist-server/service/financial-institution/financial-institution-mutation.js.map +1 -0
  62. package/dist-server/service/financial-institution/financial-institution-query.d.ts +12 -0
  63. package/dist-server/service/financial-institution/financial-institution-query.js +97 -0
  64. package/dist-server/service/financial-institution/financial-institution-query.js.map +1 -0
  65. package/dist-server/service/financial-institution/financial-institution-type.d.ts +32 -0
  66. package/dist-server/service/financial-institution/financial-institution-type.js +126 -0
  67. package/dist-server/service/financial-institution/financial-institution-type.js.map +1 -0
  68. package/dist-server/service/financial-institution/financial-institution.d.ts +34 -0
  69. package/dist-server/service/financial-institution/financial-institution.js +137 -0
  70. package/dist-server/service/financial-institution/financial-institution.js.map +1 -0
  71. package/dist-server/service/financial-institution/index.d.ts +6 -0
  72. package/dist-server/service/financial-institution/index.js +10 -0
  73. package/dist-server/service/financial-institution/index.js.map +1 -0
  74. package/dist-server/service/financial-statement/financial-statement-history.js +7 -2
  75. package/dist-server/service/financial-statement/financial-statement-history.js.map +1 -1
  76. package/dist-server/service/income-statement/income-statement-history.js +7 -2
  77. package/dist-server/service/income-statement/income-statement-history.js.map +1 -1
  78. package/dist-server/service/index.d.ts +1 -1
  79. package/dist-server/service/payment/index.d.ts +1 -2
  80. package/dist-server/service/payment/payment-history.d.ts +8 -1
  81. package/dist-server/service/payment/payment-history.js +48 -12
  82. package/dist-server/service/payment/payment-history.js.map +1 -1
  83. package/dist-server/service/payment/payment-type.d.ts +7 -1
  84. package/dist-server/service/payment/payment-type.js +24 -0
  85. package/dist-server/service/payment/payment-type.js.map +1 -1
  86. package/dist-server/service/payment/payment.d.ts +12 -0
  87. package/dist-server/service/payment/payment.js +36 -1
  88. package/dist-server/service/payment/payment.js.map +1 -1
  89. package/dist-server/service/transaction/transaction-history.js +7 -2
  90. package/dist-server/service/transaction/transaction-history.js.map +1 -1
  91. package/dist-server/tsconfig.tsbuildinfo +1 -1
  92. package/helps/accounting/bank-account.md +160 -0
  93. package/helps/accounting/bank.md +160 -0
  94. package/helps/accounting/financial-institution.md +160 -0
  95. package/package.json +5 -5
  96. package/server/migrations/1725201567284-seed-country-codes.ts +261 -0
  97. package/server/migrations/1725201667385-seed-financial-institutions.ts +348 -0
  98. package/server/service/account/account-history.ts +8 -2
  99. package/server/service/accounting-category/accounting-category-history.ts +8 -2
  100. package/server/service/accounting-document/accounting-document-history.ts +8 -2
  101. package/server/service/bank-account/bank-account-history.ts +149 -0
  102. package/server/service/bank-account/bank-account-mutation.ts +137 -0
  103. package/server/service/bank-account/bank-account-query.ts +48 -0
  104. package/server/service/bank-account/bank-account-type.ts +112 -0
  105. package/server/service/bank-account/bank-account.ts +142 -0
  106. package/server/service/bank-account/event-subscriber.ts +17 -0
  107. package/server/service/bank-account/index.ts +9 -0
  108. package/server/service/financial-institution/financial-institution-mutation.ts +198 -0
  109. package/server/service/financial-institution/financial-institution-query.ts +62 -0
  110. package/server/service/financial-institution/financial-institution-type.ts +91 -0
  111. package/server/service/financial-institution/financial-institution.ts +122 -0
  112. package/server/service/financial-institution/index.ts +7 -0
  113. package/server/service/financial-statement/financial-statement-history.ts +8 -2
  114. package/server/service/income-statement/income-statement-history.ts +8 -2
  115. package/server/service/payment/payment-history.ts +49 -20
  116. package/server/service/payment/payment-type.ts +19 -1
  117. package/server/service/payment/payment.ts +31 -0
  118. package/server/service/transaction/transaction-history.ts +8 -2
@@ -0,0 +1,398 @@
1
+ import '@material/web/icon/icon.js'
2
+ import '@material/web/button/elevated-button.js'
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+ import '@operato/data-grist/ox-grist.js'
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+ import '@operato/data-grist/ox-filters-form.js'
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+ import '@operato/data-grist/ox-record-creator.js'
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+
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+ import { CommonButtonStyles, CommonHeaderStyles, CommonGristStyles, ScrollbarStyles } from '@operato/styles'
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+ import { PageView, store } from '@operato/shell'
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+ import { css, html } from 'lit'
10
+ import { customElement, property, query } from 'lit/decorators.js'
11
+ import { ScopedElementsMixin } from '@open-wc/scoped-elements'
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+ import { ColumnConfig, DataGrist, FetchOption } from '@operato/data-grist'
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+ import { client } from '@operato/graphql'
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+ import { i18next, localize } from '@operato/i18n'
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+ import { notify, openPopup } from '@operato/layout'
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+ import { OxPopup, OxPrompt } from '@operato/popup'
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+ import { isMobileDevice } from '@operato/utils'
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+
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+ import { connect } from 'pwa-helpers/connect-mixin'
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+ import gql from 'graphql-tag'
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+
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+ import { BankAccountImporter } from './bank-account-importer'
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+
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+ @customElement('bank-account-list-page')
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+ export class BankAccountListPage extends connect(store)(localize(i18next)(ScopedElementsMixin(PageView))) {
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+
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+ static styles = [
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+ ScrollbarStyles,
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+ CommonGristStyles,
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+ CommonHeaderStyles,
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+ css`
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+ :host {
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+ display: flex;
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+
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+ width: 100%;
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+
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+ --grid-record-emphasized-background-color: #8B0000;
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+ --grid-record-emphasized-color: #FF6B6B;
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+ }
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+
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+ ox-grist {
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+ overflow-y: auto;
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+ flex: 1;
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+ }
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+
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+ ox-filters-form {
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+ flex: 1;
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+ }
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+ `
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+ ]
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+
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+ static get scopedElements() {
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+ return {
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+ 'bank-account-importer': BankAccountImporter
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+ }
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+ }
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+
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+ @property({ type: Object }) gristConfig: any
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+ @property({ type: String }) mode: 'CARD' | 'GRID' | 'LIST' = isMobileDevice() ? 'CARD' : 'GRID'
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+
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+ @query('ox-grist') private grist!: DataGrist
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+
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+ get context() {
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+ return {
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+ title: i18next.t('title.bank-account list'),
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+ search: {
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+ handler: (search: string) => {
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+ this.grist.searchText = search
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+ },
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+ value: this.grist.searchText
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+ },
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+ filter: {
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+ handler: () => {
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+ this.grist.toggleHeadroom()
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+ }
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+ },
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+ help: 'accounting/bank-account',
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+ actions: [
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+ {
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+ title: i18next.t('button.save'),
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+ action: this._updateBankAccount.bind(this),
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+ ...CommonButtonStyles.save
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+ },
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+ {
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+ title: i18next.t('button.delete'),
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+ action: this._deleteBankAccount.bind(this),
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+ ...CommonButtonStyles.delete
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+ }
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+ ],
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+ exportable: {
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+ name: i18next.t('title.bank-account list'),
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+ data: this.exportHandler.bind(this)
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+ },
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+ importable: {
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+ handler: this.importHandler.bind(this)
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+ }
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+ }
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+ }
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+
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+ render() {
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+ const mode = this.mode || (isMobileDevice() ? 'CARD' : 'GRID')
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+
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+ return html`
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+ <ox-grist
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+ .mode=${mode}
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+ .config=${this.gristConfig}
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+ .fetchHandler=${this.fetchHandler.bind(this)}
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+ >
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+ <div slot="headroom" class="header">
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+ <div class="filters">
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+ <ox-filters-form autofocus without-search></ox-filters-form>
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+
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+ <div id="modes">
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+ <md-icon @click=${() => (this.mode = 'GRID')} ?active=${mode == 'GRID'}>grid_on</md-icon>
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+ <md-icon @click=${() => (this.mode = 'LIST')} ?active=${mode == 'LIST'}>format_list_bulleted</md-icon>
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+ <md-icon @click=${() => (this.mode = 'CARD')} ?active=${mode == 'CARD'}>apps</md-icon>
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+ </div>
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+
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+ <ox-record-creator id="add" .callback=${this.creationCallback.bind(this)}>
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+ <button>
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+ <md-icon>add</md-icon>
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+ </button>
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+ </ox-record-creator>
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+
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+ </div>
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+ </div>
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+ </ox-grist>
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+ `
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+ }
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+
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+ async pageInitialized(lifecycle: any) {
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+ this.gristConfig = {
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+ list: {
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+ fields: ['name', 'description'],
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+ details: ['active', 'updatedAt']
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+ },
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+ columns: [
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+ { type: 'gutter', gutterName: 'sequence' },
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+ { type: 'gutter', gutterName: 'row-selector', multiple: true },
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+ {
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+ type: 'string',
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+ name: 'name',
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+ header: i18next.t('field.name'),
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+ record: {
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+ editable: true
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+ },
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+ filter: 'search',
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+ sortable: true,
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+ width: 150
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+ },
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+ {
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+ type: 'string',
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+ name: 'description',
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+ header: i18next.t('field.description'),
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+ record: {
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+ editable: true
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+ },
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+ filter: 'search',
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+ width: 200
160
+ },
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+ {
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+ type: 'checkbox',
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+ name: 'active',
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+ label: true,
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+ header: i18next.t('field.active'),
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+ record: {
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+ editable: true
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+ },
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+ filter: true,
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+ sortable: true,
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+ width: 60
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+ },
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+ {
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+ type: 'resource-object',
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+ name: 'updater',
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+ header: i18next.t('field.updater'),
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+ record: {
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+ editable: false
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+ },
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+ sortable: true,
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+ width: 120
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+ },
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+ {
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+ type: 'datetime',
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+ name: 'updatedAt',
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+ header: i18next.t('field.updated_at'),
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+ record: {
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+ editable: false
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+ },
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+ sortable: true,
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+ width: 180
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+ }
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+ ],
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+ rows: {
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+ appendable: false,
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+ selectable: {
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+ multiple: true
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+ }
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+ },
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+ sorters: [
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+ {
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+ name: 'name'
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+ }
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+ ]
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+ }
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+ }
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+
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+ async pageUpdated(changes: any, lifecycle: any) {
209
+ if (this.active) {
210
+ // do something here when this page just became as active
211
+ }
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+ }
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+
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+ async fetchHandler({ page = 1, limit = 100, sortings = [], filters = [] }: FetchOption) {
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+ const response = await client.query({
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+ query: gql`
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+ query ($filters: [Filter!], $pagination: Pagination, $sortings: [Sorting!]) {
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+ responses: bankAccounts(filters: $filters, pagination: $pagination, sortings: $sortings) {
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+ items {
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+ id
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+ name
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+ description
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+ active
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+ updater {
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+ id
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+ name
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+ }
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+ updatedAt
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+ }
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+ total
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+ }
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+ }
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+ `,
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+ variables: {
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+ filters,
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+ pagination: { page, limit },
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+ sortings
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+ }
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+ })
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+
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+ return {
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+ total: response.data.responses.total || 0,
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+ records: response.data.responses.items || []
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+ }
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+ }
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+
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+ async _deleteBankAccount() {
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+ if (
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+ await OxPrompt.open({
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+ title: i18next.t('text.are_you_sure'),
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+ text: i18next.t('text.sure_to_x', { x: i18next.t('text.delete') }),
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+ confirmButton: { text: i18next.t('button.confirm') },
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+ cancelButton: { text: i18next.t('button.cancel') }
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+ })
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+ ) {
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+ const ids = this.grist.selected.map(record => record.id)
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+ if (ids && ids.length > 0) {
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+ const response = await client.mutate({
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+ mutation: gql`
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+ mutation ($ids: [String!]!) {
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+ deleteBankAccounts(ids: $ids)
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+ }
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+ `,
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+ variables: {
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+ ids
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+ }
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+ })
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+
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+ if (!response.errors) {
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+ this.grist.fetch()
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+ notify({
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+ message: i18next.t('text.info_x_successfully', { x: i18next.t('text.delete') })
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+ })
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+ }
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+ }
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+ }
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+ }
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+
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+ async _updateBankAccount() {
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+ let patches = this.grist.dirtyRecords
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+ if (patches && patches.length) {
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+ patches = patches.map(patch => {
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+ let patchField: any = patch.id ? { id: patch.id } : {}
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+ const dirtyFields = patch.__dirtyfields__
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+ for (let key in dirtyFields) {
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+ patchField[key] = dirtyFields[key].after
287
+ }
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+ patchField.cuFlag = patch.__dirty__
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+
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+ return patchField
291
+ })
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+
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+ const response = await client.mutate({
294
+ mutation: gql`
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+ mutation ($patches: [BankAccountPatch!]!) {
296
+ updateMultipleBankAccount(patches: $patches) {
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+ name
298
+ }
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+ }
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+ `,
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+ variables: {
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+ patches
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+ }
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+ })
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+
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+ if (!response.errors) {
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+ this.grist.fetch()
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+ }
309
+ }
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+ }
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+
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+ async creationCallback(bankAccount) {
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+ try {
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+ const response = await client.query({
315
+ query: gql`
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+ mutation ($bankAccount: NewBankAccount!) {
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+ createBankAccount(bankAccount: $bankAccount) {
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+ id
319
+ }
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+ }
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+ `,
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+ variables: {
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+ bankAccount
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+ },
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+ context: {
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+ hasUpload: true
327
+ }
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+ })
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+
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+ if (!response.errors) {
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+ this.grist.fetch()
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+ document.dispatchEvent(
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+ new CustomEvent('notify', {
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+ detail: {
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+ message: i18next.t('text.data_created_successfully')
336
+ }
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+ })
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+ )
339
+ }
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+
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+ return true
342
+ } catch (ex) {
343
+ console.error(ex)
344
+ document.dispatchEvent(
345
+ new CustomEvent('notify', {
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+ detail: {
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+ type: 'error',
348
+ message: i18next.t('text.error')
349
+ }
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+ })
351
+ )
352
+ return false
353
+ }
354
+ }
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+
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+ async exportHandler() {
357
+ const exportTargets = this.grist.selected.length ? this.grist.selected : this.grist.dirtyData.records
358
+ const targetFieldSet = new Set([
359
+ 'id',
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+ 'name',
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+ 'description',
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+ 'active'
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+ ])
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+
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+ return exportTargets.map(bankAccount => {
366
+ let tempObj = {}
367
+ for (const field of targetFieldSet) {
368
+ tempObj[field] = bankAccount[field]
369
+ }
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+
371
+ return tempObj
372
+ })
373
+ }
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+
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+ async importHandler(records) {
376
+ const popup = openPopup(
377
+ html`
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+ <bank-account-importer
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+ .bankAccounts=${records}
380
+ @imported=${() => {
381
+ history.back()
382
+ this.grist.fetch()
383
+ }}
384
+ ></bank-account-importer>
385
+ `,
386
+ {
387
+ backdrop: true,
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+ size: 'large',
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+ title: i18next.t('title.import bank-account')
390
+ }
391
+ )
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+
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+ popup.onclosed = () => {
394
+ this.grist.fetch()
395
+ }
396
+ }
397
+ }
398
+
@@ -0,0 +1,90 @@
1
+ import '@material/web/icon/icon.js'
2
+ import '@operato/data-grist'
3
+
4
+ import gql from 'graphql-tag'
5
+ import { css, html, LitElement } from 'lit'
6
+ import { property } from 'lit/decorators.js'
7
+
8
+ import { client } from '@operato/graphql'
9
+ import { i18next } from '@operato/i18n'
10
+ import { isMobileDevice } from '@operato/utils'
11
+ import { ButtonContainerStyles } from '@operato/styles'
12
+
13
+ export class FinancialInstitutionImporter extends LitElement {
14
+ static styles = [
15
+ ButtonContainerStyles,
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+ css`
17
+ :host {
18
+ display: flex;
19
+ flex-direction: column;
20
+
21
+ background-color: #fff;
22
+ }
23
+
24
+ ox-grist {
25
+ flex: 1;
26
+ }
27
+ `
28
+ ]
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+
30
+ @property({ type: Array }) financialInstitutions: any[] = []
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+ @property({ type: Object }) columns = {
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+ list: { fields: ['name', 'description'] },
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+ pagination: { infinite: true },
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+ columns: [
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+ {
36
+ type: 'string',
37
+ name: 'name',
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+ header: i18next.t('field.name'),
39
+ width: 150
40
+ },
41
+ {
42
+ type: 'string',
43
+ name: 'description',
44
+ header: i18next.t('field.description'),
45
+ width: 200
46
+ },
47
+ {
48
+ type: 'checkbox',
49
+ name: 'active',
50
+ header: i18next.t('field.active'),
51
+ width: 60
52
+ }
53
+ ]
54
+ }
55
+
56
+
57
+ render() {
58
+ return html`
59
+ <ox-grist
60
+ .mode=${isMobileDevice() ? 'LIST' : 'GRID'}
61
+ .config=${this.columns}
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+ .data=${
63
+ {
64
+ records: this.financialInstitutions
65
+ }
66
+ }
67
+ ></ox-grist>
68
+
69
+ <div class="button-container">
70
+ <button @click="${this.save.bind(this)}"><md-icon>save</md-icon>${i18next.t('button.save')}</button>
71
+ </div>
72
+ `
73
+ }
74
+
75
+ async save() {
76
+ const response = await client.mutate({
77
+ mutation: gql`
78
+ mutation importFinancialInstitutions($financialInstitutions: [FinancialInstitutionPatch!]!) {
79
+ importFinancialInstitutions(financialInstitutions: $financialInstitutions)
80
+ }
81
+ `,
82
+ variables: { financialInstitutions: this.financialInstitutions }
83
+ })
84
+
85
+ if (response.errors?.length) return
86
+
87
+ this.dispatchEvent(new CustomEvent('imported'))
88
+ }
89
+ }
90
+