incr: user common form for journal entries

fyo/core/docHandler.ts

@@ -99,7 +99,7 @@ export class DocHandler {
     }
 
     const doc = new Model!(schema, data, this.fyo, isRawValueMap);
-    doc.name ??= this.#getTemporaryName(schema);
+    doc.name ??= this.getTemporaryName(schema);
     if (cacheDoc) {
       this.#addToCache(doc);
     }
@@ -107,7 +107,7 @@ export class DocHandler {
     return doc;
   }
 
-  #getTemporaryName(schema: Schema): string {
+  getTemporaryName(schema: Schema): string {
     if (schema.naming === 'random') {
       return getRandomString();
     }

fyo/model/doc.ts

@@ -454,7 +454,7 @@ export class Doc extends Observable<DocValue | Doc[]> {
     convertToDocValue: boolean = false
   ): Doc {
     if (!this.name && this.schema.naming !== 'manual') {
-      this.name = getRandomString();
+      this.name = this.fyo.doc.getTemporaryName(this.schema);
     }
 
     docValueMap.name ??= getRandomString();

models/baseModels/JournalEntry/JournalEntry.ts

@@ -4,9 +4,9 @@ import {
   Action,
   DefaultMap,
   FiltersMap,
+  HiddenMap,
   ListViewSettings,
 } from 'fyo/model/types';
-import { DateTime } from 'luxon';
 import {
   getDocStatus,
   getLedgerLinkAction,
@@ -39,6 +39,17 @@ export class JournalEntry extends Transactional {
     return posting;
   }
 
+  hidden: HiddenMap = {
+    referenceNumber: () =>
+      !(this.referenceNumber || !(this.isSubmitted || this.isCancelled)),
+    referenceDate: () =>
+      !(this.referenceDate || !(this.isSubmitted || this.isCancelled)),
+    userRemark: () =>
+      !(this.userRemark || !(this.isSubmitted || this.isCancelled)),
+    attachment: () =>
+      !(this.attachment || !(this.isSubmitted || this.isCancelled)),
+  };
+
   static defaults: DefaultMap = {
     numberSeries: (doc) => getNumberSeries(doc.schemaName, doc.fyo),
     date: () => new Date(),

schemas/app/JournalEntry.json

@@ -4,6 +4,24 @@
   "naming": "numberSeries",
   "isSubmittable": true,
   "fields": [
+    {
+      "label": "Entry No",
+      "fieldname": "name",
+      "fieldtype": "Data",
+      "required": true,
+      "readOnly": true,
+      "section": "Default"
+    },
+    {
+      "fieldname": "numberSeries",
+      "label": "Number Series",
+      "fieldtype": "Link",
+      "target": "NumberSeries",
+      "create": true,
+      "required": true,
+      "default": "JV-",
+      "section": "Default"
+    },
     {
       "fieldname": "entryType",
       "label": "Entry Type",
@@ -55,58 +73,49 @@
           "label": "Depreciation Entry"
         }
       ],
-      "required": true
-    },
-    {
-      "label": "Entry No",
-      "fieldname": "name",
-      "fieldtype": "Data",
       "required": true,
-      "readOnly": true
+      "section": "Default"
     },
     {
       "fieldname": "date",
       "label": "Date",
       "fieldtype": "Date",
-      "required": true
+      "required": true,
+      "section": "Default"
     },
     {
       "fieldname": "accounts",
       "label": "Account Entries",
       "fieldtype": "Table",
       "target": "JournalEntryAccount",
-      "required": true
+      "required": true,
+      "section": "Accounts"
     },
     {
       "fieldname": "referenceNumber",
       "label": "Reference Number",
-      "fieldtype": "Data"
+      "fieldtype": "Data",
+      "section": "References"
     },
     {
       "fieldname": "referenceDate",
       "label": "Reference Date",
-      "fieldtype": "Date"
+      "fieldtype": "Date",
+      "section": "References"
     },
     {
       "fieldname": "userRemark",
       "label": "User Remark",
       "fieldtype": "Text",
-      "placeholder": "Add a remark"
+      "placeholder": "Add a remark",
-    },
+      "section": "References"
-    {
-      "fieldname": "numberSeries",
-      "label": "Number Series",
-      "fieldtype": "Link",
-      "target": "NumberSeries",
-      "create": true,
-      "required": true,
-      "default": "JV-"
     },
     {
       "fieldname": "attachment",
       "placeholder": "Add attachment",
       "label": "Attachment",
-      "fieldtype": "Attachment"
+      "fieldtype": "Attachment",
+      "section": "References"
     }
   ],
   "keywordFields": ["name", "entryType"]

src/components/Controls/Attachment.vue

@@ -1,4 +1,8 @@
 <template>
+  <div>
+    <div :class="labelClasses" v-if="showLabel && df">
+      {{ df.label }}
+    </div>
     <div :class="containerClasses" class="flex gap-2 items-center">
       <label
         for="attachment"
@@ -24,7 +28,11 @@
         </button>
 
         <!-- Download Button -->
-      <button v-if="value" class="bg-gray-300 p-0.5 rounded" @click="download">
+        <button
+          v-if="value"
+          class="bg-gray-300 p-0.5 rounded"
+          @click="download"
+        >
           <FeatherIcon name="download" class="h-4 w-4 text-gray-600" />
         </button>
 
@@ -38,6 +46,7 @@
         </button>
       </div>
     </div>
+  </div>
 </template>
 <script lang="ts">
 import { t } from 'fyo';

src/pages/CommonForm/CommonForm.vue

@@ -155,7 +155,7 @@ export default defineComponent({
     }
 
     await this.setDoc();
-    this.groupedFields = this.getGroupedFields();
+    this.updateGroupedFields();
   },
   computed: {
     hasDoc(): boolean {
@@ -227,16 +227,20 @@ export default defineComponent({
     },
   },
   methods: {
-    getGroupedFields(): UIGroupedFields {
+    updateGroupedFields(): void {
       if (!this.hasDoc) {
-        return new Map();
+        return;
       }
 
-      return getFieldsGroupedByTabAndSection(this.schema, this.doc);
+      this.groupedFields = getFieldsGroupedByTabAndSection(
+        this.schema,
+        this.doc
+      );
     },
     async sync() {
       try {
         await this.doc.sync();
+        this.updateGroupedFields();
       } catch (err) {
         if (!(err instanceof Error)) {
           return;
@@ -248,6 +252,7 @@ export default defineComponent({
     async submit() {
       try {
         await this.doc.submit();
+        this.updateGroupedFields();
       } catch (err) {
         if (!(err instanceof Error)) {
           return;
@@ -297,7 +302,7 @@ export default defineComponent({
         this.errors[fieldname] = getErrorMessage(err, this.doc);
       }
 
-      this.groupedFields = this.getGroupedFields();
+      this.updateGroupedFields();
     },
   },
   components: {

src/pages/CommonForm/CommonFormSection.vue

@@ -18,10 +18,11 @@
       <div
         v-for="field of fields"
         :key="field.fieldname"
-        class="mb-auto"
         :class="field.fieldtype === 'Table' ? 'col-span-2 text-base' : ''"
+        class="mb-auto"
       >
         <FormControl
+          :ref="field.fieldname === 'name' ? 'nameField' : 'fields'"
           :show-label="true"
           :border="true"
           :df="field"
@@ -29,7 +30,7 @@
           @editrow="(doc: Doc) => $emit('editrow', doc)"
           @change="(value: DocValue) => $emit('value-change', field, value)"
         />
-        <div v-if="errors?.[field.fieldname]" class="text-sm text-red-600">
+        <div v-if="errors?.[field.fieldname]" class="text-sm text-red-600 mt-1">
           {{ errors[field.fieldname] }}
         </div>
       </div>
@@ -57,6 +58,24 @@ export default defineComponent({
       collapsed: boolean;
     };
   },
+  mounted() {
+    this.focusOnNameField();
+  },
+  methods: {
+    focusOnNameField() {
+      const naming = this.fyo.schemaMap[this.doc.schemaName]?.naming;
+      if (naming !== 'manual') {
+        return;
+      }
+
+      const nameField = (this.$refs.nameField as { focus: Function }[])?.[0];
+      if (!nameField) {
+        return;
+      }
+
+      nameField.focus();
+    },
+  },
   components: { FormControl },
 });
 </script>

src/pages/JournalEntryForm.vue

@@ -1,269 +0,0 @@
-<template>
-  <FormContainer>
-    <!-- Page Header (Title, Buttons, etc) -->
-    <template #header v-if="doc">
-      <StatusBadge :status="status" />
-      <DropdownWithActions
-        v-for="group of groupedActions"
-        :key="group.label"
-        :type="group.type"
-        :actions="group.actions"
-      >
-        <p v-if="group.group">
-          {{ group.group }}
-        </p>
-        <feather-icon v-else name="more-horizontal" class="w-4 h-4" />
-      </DropdownWithActions>
-      <Button
-        v-if="doc?.canSave"
-        type="primary"
-        class="text-white text-xs"
-        @click="sync"
-      >
-        {{ t`Save` }}
-      </Button>
-      <Button
-        v-else-if="doc.canSubmit"
-        type="primary"
-        class="text-white text-xs"
-        @click="submit"
-      >
-        {{ t`Submit` }}
-      </Button>
-    </template>
-
-    <!-- Journal Entry Form -->
-    <template #body v-if="doc">
-      <FormHeader
-        :form-title="doc.notInserted ? t`New Entry` : doc.name"
-        :form-sub-title="t`Journal Entry`"
-      />
-      <hr />
-      <div>
-        <div class="m-4 grid grid-cols-3 gap-y-4 gap-x-4">
-          <!-- First Column of Fields -->
-          <FormControl
-            :border="true"
-            :df="getField('numberSeries')"
-            :value="doc.numberSeries"
-            @change="(value) => doc.set('numberSeries', value)"
-            :read-only="!doc.notInserted || doc.submitted"
-          />
-          <FormControl
-            :border="true"
-            :df="getField('date')"
-            :value="doc.date"
-            :placeholder="'Date'"
-            @change="(value) => doc.set('date', value)"
-            :read-only="doc.submitted"
-          />
-          <FormControl
-            :border="true"
-            :df="getField('entryType')"
-            :value="doc.entryType"
-            placeholder="Entry Type"
-            @change="(value) => doc.set('entryType', value)"
-            :read-only="doc.submitted"
-          />
-          <FormControl
-            :border="true"
-            :df="getField('referenceNumber')"
-            :value="doc.referenceNumber"
-            :placeholder="'Reference Number'"
-            @change="(value) => doc.set('referenceNumber', value)"
-            :read-only="doc.submitted"
-          />
-          <FormControl
-            :border="true"
-            :df="getField('referenceDate')"
-            :value="doc.referenceDate"
-            :placeholder="'Reference Date'"
-            @change="(value) => doc.set('referenceDate', value)"
-            :read-only="doc.submitted"
-          />
-          <FormControl
-            v-if="doc.attachment || !(doc.isSubmitted || doc.isCancelled)"
-            :border="true"
-            :df="getField('attachment')"
-            :value="doc.attachment"
-            @change="(value) => doc.set('attachment', value)"
-            :read-only="doc?.submitted"
-          />
-        </div>
-        <hr />
-
-        <!-- Account Entries Table -->
-        <Table
-          class="text-base"
-          :df="getField('accounts')"
-          :value="doc.accounts"
-          :showHeader="true"
-          :max-rows-before-overflow="6"
-          :read-only="doc.submitted"
-        />
-      </div>
-
-      <!-- Footer -->
-      <div v-if="doc.accounts?.length ?? 0" class="mt-auto">
-        <hr />
-        <div class="flex justify-between text-base m-4 gap-12">
-          <!-- User Remark -->
-          <FormControl
-            :border="true"
-            v-if="!doc.submitted || doc.userRemark"
-            class="w-1/2 self-end"
-            :df="getField('userRemark')"
-            :value="doc.userRemark"
-            @change="(value) => doc.set('userRemark', value)"
-            :read-only="doc.submitted"
-          />
-
-          <!-- Debit and Credit -->
-          <div class="w-1/2 gap-2 flex flex-col self-end font-semibold ms-auto">
-            <div class="flex justify-between text-green-600">
-              <div>{{ t`Total Debit` }}</div>
-              <div>{{ totalDebit }}</div>
-            </div>
-            <hr />
-            <div class="flex justify-between text-red-600">
-              <div>{{ t`Total Credit` }}</div>
-              <div>{{ totalCredit }}</div>
-            </div>
-          </div>
-        </div>
-      </div>
-    </template>
-  </FormContainer>
-</template>
-<script>
-import { computed } from '@vue/reactivity';
-import { getDocStatus } from 'models/helpers';
-import { ModelNameEnum } from 'models/types';
-import Button from 'src/components/Button.vue';
-import FormControl from 'src/components/Controls/FormControl.vue';
-import Table from 'src/components/Controls/Table.vue';
-import DropdownWithActions from 'src/components/DropdownWithActions.vue';
-import FormContainer from 'src/components/FormContainer.vue';
-import FormHeader from 'src/components/FormHeader.vue';
-import StatusBadge from 'src/components/StatusBadge.vue';
-import { fyo } from 'src/initFyo';
-import { docsPathMap } from 'src/utils/misc';
-import { docsPathRef, focusedDocsRef } from 'src/utils/refs';
-import {
-  getGroupedActionsForDoc,
-  routeTo,
-  showMessageDialog,
-} from 'src/utils/ui';
-import { handleErrorWithDialog } from '../errorHandling';
-
-export default {
-  name: 'JournalEntryForm',
-  props: ['name'],
-  components: {
-    Button,
-    DropdownWithActions,
-    StatusBadge,
-    FormControl,
-    Table,
-    FormContainer,
-    FormHeader,
-  },
-  provide() {
-    return {
-      schemaName: this.schemaName,
-      name: this.name,
-      doc: computed(() => this.doc),
-    };
-  },
-  data() {
-    return {
-      schemaName: ModelNameEnum.JournalEntry,
-      doc: null,
-    };
-  },
-  activated() {
-    docsPathRef.value = docsPathMap.JournalEntry;
-    focusedDocsRef.add(this.doc);
-  },
-  deactivated() {
-    docsPathRef.value = '';
-    focusedDocsRef.delete(this.doc);
-  },
-  async mounted() {
-    try {
-      this.doc = await fyo.doc.getDoc(this.schemaName, this.name);
-      focusedDocsRef.add(this.doc);
-    } catch (error) {
-      if (error instanceof fyo.errors.NotFoundError) {
-        routeTo(`/list/${this.schemaName}`);
-        return;
-      }
-
-      await this.handleError(error);
-    }
-
-    if (fyo.store.isDevelopment) {
-      window.je = this;
-    }
-  },
-  computed: {
-    status() {
-      return getDocStatus(this.doc);
-    },
-    totalDebit() {
-      let value = 0;
-      if (this.doc.accounts) {
-        value = this.doc.getSum('accounts', 'debit');
-      }
-      return fyo.format(value, 'Currency');
-    },
-    totalCredit() {
-      let value = 0;
-      if (this.doc.accounts) {
-        value = this.doc.getSum('accounts', 'credit');
-      }
-      return fyo.format(value, 'Currency');
-    },
-    groupedActions() {
-      return getGroupedActionsForDoc(this.doc);
-    },
-  },
-  methods: {
-    getField(fieldname) {
-      return fyo.getField(ModelNameEnum.JournalEntry, fieldname);
-    },
-    async sync() {
-      try {
-        await this.doc.sync();
-      } catch (err) {
-        this.handleError(err);
-      }
-    },
-    async submit() {
-      const ref = this;
-      await showMessageDialog({
-        message: this.t`Submit Journal Entry?`,
-        buttons: [
-          {
-            label: this.t`Yes`,
-            async action() {
-              try {
-                await ref.doc.submit();
-              } catch (err) {
-                await ref.handleError(err);
-              }
-            },
-          },
-          {
-            label: this.t`No`,
-            action() {},
-          },
-        ],
-      });
-    },
-    async handleError(e) {
-      await handleErrorWithDialog(e, this.doc);
-    },
-  },
-};
-</script>

src/router.ts

@@ -1,22 +1,21 @@
 import { ModelNameEnum } from 'models/types';
 import ChartOfAccounts from 'src/pages/ChartOfAccounts.vue';
+import CommonForm from 'src/pages/CommonForm/CommonForm.vue';
 import Dashboard from 'src/pages/Dashboard/Dashboard.vue';
-import ImportWizard from 'src/pages/ImportWizard.vue';
 import GeneralForm from 'src/pages/GeneralForm.vue';
 import GetStarted from 'src/pages/GetStarted.vue';
+import ImportWizard from 'src/pages/ImportWizard.vue';
 import InvoiceForm from 'src/pages/InvoiceForm.vue';
-import JournalEntryForm from 'src/pages/JournalEntryForm.vue';
 import ListView from 'src/pages/ListView/ListView.vue';
 import PrintView from 'src/pages/PrintView/PrintView.vue';
 import QuickEditForm from 'src/pages/QuickEditForm.vue';
-import CommonForm from 'src/pages/CommonForm/CommonForm.vue';
 import Report from 'src/pages/Report.vue';
 import Settings from 'src/pages/Settings/Settings.vue';
 import {
   createRouter,
   createWebHistory,
   RouteLocationRaw,
-  RouteRecordRaw,
+  RouteRecordRaw
 } from 'vue-router';
 
 function getGeneralFormItems(): RouteRecordRaw[] {
@@ -46,6 +45,7 @@ function getGeneralFormItems(): RouteRecordRaw[] {
 
 function getCommonFormItems(): RouteRecordRaw[] {
   return [
+    ModelNameEnum.JournalEntry,
     ModelNameEnum.Payment,
     ModelNameEnum.StockMovement,
     ModelNameEnum.Item,
@@ -82,25 +82,6 @@ const routes: RouteRecordRaw[] = [
   },
   ...getGeneralFormItems(),
   ...getCommonFormItems(),
-  {
-    path: '/edit/JournalEntry/:name',
-    name: 'JournalEntryForm',
-    components: {
-      default: JournalEntryForm,
-      edit: QuickEditForm,
-    },
-    props: {
-      default: (route) => {
-        // for sidebar item active state
-        route.params.schemaName = 'JournalEntry';
-        return {
-          schemaName: 'JournalEntry',
-          name: route.params.name,
-        };
-      },
-      edit: (route) => route.query,
-    },
-  },
   {
     path: '/edit/:schemaName/:name',
     name: 'InvoiceForm',