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books/src/pages/ChartOfAccounts.vue
2023-04-04 22:10:32 -07:00

515 lines
17 KiB
Vue

<template>
<div class="flex flex-col h-full">
<PageHeader :title="t`Chart of Accounts`">
<Button v-if="!isAllExpanded" @click="expand">{{ t`Expand` }}</Button>
<Button v-if="!isAllCollapsed" @click="collapse">{{
t`Collapse`
}}</Button>
</PageHeader>
<!-- Chart of Accounts -->
<div
class="flex-1 flex flex-col overflow-y-auto mb-4 custom-scroll"
v-if="root"
>
<!-- Chart of Accounts Indented List -->
<template v-for="account in allAccounts" :key="account.name">
<!-- Account List Item -->
<div
class="
py-2
cursor-pointer
hover:bg-gray-50
group
flex
items-center
border-b
flex-shrink-0
pe-4
"
:class="[
account.level !== 0 ? 'text-base' : 'text-lg',
isQuickEditOpen(account) ? 'bg-gray-200' : '',
]"
:style="getItemStyle(account.level)"
@click="onClick(account)"
>
<component :is="getIconComponent(account)" />
<div class="flex items-baseline">
<div
class="ms-4"
:class="[!account.parentAccount && 'font-semibold']"
>
{{ account.name }}
</div>
<!-- Add Account Buttons on Group Hover -->
<div v-if="account.isGroup" class="ms-6 hidden group-hover:block">
<button
class="
text-xs text-gray-800
hover:text-gray-900
focus:outline-none
"
@click.stop="addAccount(account, 'addingAccount')"
>
{{ t`Add Account` }}
</button>
<button
class="
ms-3
text-xs text-gray-800
hover:text-gray-900
focus:outline-none
"
@click.stop="addAccount(account, 'addingGroupAccount')"
>
{{ t`Add Group` }}
</button>
</div>
</div>
<!-- Account Balance String -->
<p class="ms-auto text-base text-gray-800" v-if="!account.isGroup">
{{ getBalanceString(account) }}
</p>
</div>
<!-- Add Account/Group -->
<div
v-if="account.addingAccount || account.addingGroupAccount"
class="
px-4
border-b
cursor-pointer
hover:bg-gray-50
group
flex
items-center
text-base
"
:style="getGroupStyle(account.level + 1)"
:key="account.name + '-adding-account'"
>
<component
:is="getIconComponent({ isGroup: account.addingGroupAccount })"
/>
<div class="flex ms-4 h-row-mid items-center">
<input
class="focus:outline-none bg-transparent"
:class="{ 'text-gray-600': insertingAccount }"
:placeholder="t`New Account`"
:ref="account.name"
@keydown.esc="cancelAddingAccount(account)"
@keydown.enter="
(e) => createNewAccount(account, account.addingGroupAccount)
"
type="text"
v-model="newAccountName"
:disabled="insertingAccount"
/>
<button
v-if="!insertingAccount"
class="
ms-4
text-xs text-gray-800
hover:text-gray-900
focus:outline-none
"
@click="
(e) => createNewAccount(account, account.addingGroupAccount)
"
>
{{ t`Save` }}
</button>
<button
v-if="!insertingAccount"
class="
ms-4
text-xs text-gray-800
hover:text-gray-900
focus:outline-none
"
@click="cancelAddingAccount(account)"
>
{{ t`Cancel` }}
</button>
</div>
</div>
</template>
</div>
</div>
</template>
<script>
import { t } from 'fyo';
import { isCredit } from 'models/helpers';
import { ModelNameEnum } from 'models/types';
import PageHeader from 'src/components/PageHeader.vue';
import { fyo } from 'src/initFyo';
import { languageDirectionKey } from 'src/utils/injectionKeys';
import { docsPathMap } from 'src/utils/misc';
import { docsPathRef } from 'src/utils/refs';
import { openQuickEdit } from 'src/utils/ui';
import { getMapFromList, removeAtIndex } from 'utils/index';
import { nextTick } from 'vue';
import Button from '../components/Button.vue';
import { inject } from 'vue';
import { handleErrorWithDialog } from '../errorHandling';
export default {
components: {
Button,
PageHeader,
},
setup() {
return {
languageDirection: inject(languageDirectionKey),
};
},
data() {
return {
isAllCollapsed: true,
isAllExpanded: false,
root: null,
accounts: [],
schemaName: 'Account',
newAccountName: '',
insertingAccount: false,
totals: {},
refetchTotals: false,
};
},
async mounted() {
await this.setTotalDebitAndCredit();
fyo.doc.observer.on('sync:AccountingLedgerEntry', () => {
this.refetchTotals = true;
});
},
async activated() {
this.fetchAccounts();
if (fyo.store.isDevelopment) {
window.coa = this;
}
docsPathRef.value = docsPathMap.ChartOfAccounts;
if (this.refetchTotals) {
await this.setTotalDebitAndCredit();
this.refetchTotals = false;
}
},
deactivated() {
docsPathRef.value = '';
},
methods: {
async expand() {
await this.toggleAll(this.accounts, true);
this.isAllCollapsed = false;
this.isAllExpanded = true;
},
async collapse() {
await this.toggleAll(this.accounts, false);
this.isAllExpanded = false;
this.isAllCollapsed = true;
},
async toggleAll(accounts, expand) {
if (!Array.isArray(accounts)) {
await this.toggle(accounts, expand);
accounts = accounts.children ?? [];
}
for (const account of accounts) {
await this.toggleAll(account, expand);
}
},
async toggle(account, expand) {
if (account.expanded === expand || !account.isGroup) {
return;
}
await this.toggleChildren(account);
},
getBalance(account) {
const total = this.totals[account.name];
if (!total) {
return 0;
}
const { totalCredit, totalDebit } = total;
if (isCredit(account.rootType)) {
return totalCredit - totalDebit;
}
return totalDebit - totalCredit;
},
getBalanceString(account) {
const suffix = isCredit(account.rootType) ? t`Cr.` : t`Dr.`;
const balance = this.getBalance(account);
return `${fyo.format(balance, 'Currency')} ${suffix}`;
},
async setTotalDebitAndCredit() {
const totals = await this.fyo.db.getTotalCreditAndDebit();
this.totals = getMapFromList(totals, 'account');
},
async fetchAccounts() {
this.settings = fyo.models[ModelNameEnum.Account].getTreeSettings(fyo);
const { currency } = await fyo.doc.getDoc('AccountingSettings');
this.root = {
label: await this.settings.getRootLabel(),
balance: 0,
currency,
};
this.accounts = await this.getChildren();
},
async onClick(account) {
let shouldOpen = !account.isGroup;
if (account.isGroup) {
shouldOpen = !(await this.toggleChildren(account));
}
if (account.isGroup && account.expanded) {
this.isAllCollapsed = false;
}
if (account.isGroup && !account.expanded) {
this.isAllExpanded = false;
}
if (!shouldOpen) {
return;
}
const doc = await fyo.doc.getDoc(ModelNameEnum.Account, account.name);
this.setOpenAccountDocListener(doc, account);
await openQuickEdit({ doc });
},
setOpenAccountDocListener(doc, account, parentAccount) {
if (doc.hasListener('afterDelete')) {
return;
}
doc.once('afterDelete', () => {
this.removeAccount(doc.name, account, parentAccount);
});
},
removeAccount(name, account, parentAccount) {
if (account == null && parentAccount == null) {
return;
}
if (account == null) {
account = parentAccount.children.find((ch) => ch?.name === name);
}
if (account == null) {
return;
}
const indices = account.location.slice(1).map((i) => Number(i));
let i = Number(account.location[0]);
let parent = this.accounts[i];
let children = this.accounts[i].children;
while (indices.length > 1) {
i = indices.shift();
parent = children[i];
children = children[i].children;
}
i = indices[0];
if (children[i].name !== name) {
return;
}
parent.children = removeAtIndex(children, i);
},
async toggleChildren(account) {
const hasChildren = await this.fetchChildren(account);
if (!hasChildren) {
return false;
}
account.expanded = !account.expanded;
if (!account.expanded) {
account.addingAccount = 0;
account.addingGroupAccount = 0;
}
return true;
},
async fetchChildren(account, force = false) {
if (account.children == null || force) {
account.children = await this.getChildren(account.name);
}
return !!account?.children?.length;
},
async getChildren(parent = null) {
const children = await fyo.db.getAll(ModelNameEnum.Account, {
filters: {
parentAccount: parent,
},
fields: ['name', 'parentAccount', 'isGroup', 'rootType', 'accountType'],
orderBy: 'name',
order: 'asc',
});
return children.map((d) => {
d.expanded = 0;
d.addingAccount = 0;
d.addingGroupAccount = 0;
return d;
});
},
async addAccount(parentAccount, key) {
if (!parentAccount.expanded) {
await this.fetchChildren(parentAccount);
parentAccount.expanded = true;
}
// activate editing of type 'key' and deactivate other type
let otherKey =
key === 'addingAccount' ? 'addingGroupAccount' : 'addingAccount';
parentAccount[key] = 1;
parentAccount[otherKey] = 0;
nextTick(() => {
let input = this.$refs[parentAccount.name][0];
input.focus();
});
},
cancelAddingAccount(parentAccount) {
parentAccount.addingAccount = 0;
parentAccount.addingGroupAccount = 0;
this.newAccountName = '';
},
async createNewAccount(parentAccount, isGroup) {
// freeze input
this.insertingAccount = true;
const accountName = this.newAccountName.trim();
const doc = await fyo.doc.getNewDoc('Account');
try {
let { name, rootType, accountType } = parentAccount;
await doc.set({
name: accountName,
parentAccount: name,
rootType,
accountType,
isGroup,
});
await doc.sync();
// turn off editing
parentAccount.addingAccount = 0;
parentAccount.addingGroupAccount = 0;
// update accounts
await this.fetchChildren(parentAccount, true);
// open quick edit
await openQuickEdit({ doc });
this.setOpenAccountDocListener(doc, null, parentAccount);
// unfreeze input
this.insertingAccount = false;
this.newAccountName = '';
} catch (e) {
// unfreeze input
this.insertingAccount = false;
await handleErrorWithDialog(e, doc);
}
},
isQuickEditOpen(account) {
let { edit, schemaName, name } = this.$route.query;
return !!(edit && schemaName === 'Account' && name === account.name);
},
getIconComponent(account) {
let icons = {
'Application of Funds (Assets)': `<svg class="w-4 h-4" viewBox="0 0 16 16" xmlns="http://www.w3.org/2000/svg">
<g fill="none" fill-rule="evenodd">
<path d="M15.333 5.333H.667A.667.667 0 000 6v9.333c0 .368.299.667.667.667h14.666a.667.667 0 00.667-.667V6a.667.667 0 00-.667-.667zM8 12.667a2 2 0 110-4 2 2 0 010 4z" fill="#415668" fill-rule="nonzero"/>
<path d="M14 2.667V4H2V2.667h12zM11.333 0v1.333H4.667V0h6.666z" fill="#A1ABB4"/>
</g>
</svg>`,
Expenses: `<svg class="w-4 h-4" viewBox="0 0 14 16" xmlns="http://www.w3.org/2000/svg">
<path d="M13.668 0v15.333a.666.666 0 01-.666.667h-12a.666.666 0 01-.667-.667V0l2.667 2 2-2 2 2 2-2 2 2 2.666-2zM9.964 4.273H4.386l-.311 1.133h1.62c.933 0 1.474.362 1.67.963H4.373l-.298 1.053h3.324c-.175.673-.767 1.044-1.705 1.044H4.182l.008.83L7.241 13h1.556v-.072L6.01 9.514c1.751-.106 2.574-.942 2.748-2.092h.904l.298-1.053H8.75a2.375 2.375 0 00-.43-1.044l1.342.009.302-1.061z" fill="#415668" fill-rule="evenodd"/>
</svg>`,
Income: `<svg class="w-4 h-4" viewBox="0 0 16 16" xmlns="http://www.w3.org/2000/svg">
<g fill="none" fill-rule="evenodd">
<path d="M16 12.859V14c0 1.105-2.09 2-4.667 2-2.494 0-4.531-.839-4.66-1.894L6.667 14v-1.141C7.73 13.574 9.366 14 11.333 14c1.968 0 3.602-.426 4.667-1.141zm0-3.334v1.142c0 1.104-2.09 2-4.667 2-2.494 0-4.531-.839-4.66-1.894l-.006-.106V9.525c1.064.716 2.699 1.142 4.666 1.142 1.968 0 3.602-.426 4.667-1.142zm-4.667-4.192c2.578 0 4.667.896 4.667 2 0 1.105-2.09 2-4.667 2s-4.666-.895-4.666-2c0-1.104 2.089-2 4.666-2z" fill="#415668"/>
<path d="M0 10.859C1.065 11.574 2.7 12 4.667 12l.337-.005.33-.013v1.995c-.219.014-.44.023-.667.023-2.495 0-4.532-.839-4.66-1.894L0 12v-1.141zm0-2.192V7.525c1.065.716 2.7 1.142 4.667 1.142l.337-.005.33-.013v1.995c-.219.013-.44.023-.667.023-2.495 0-4.532-.839-4.66-1.894L0 8.667V7.525zm0-4.475c1.065.715 2.7 1.141 4.667 1.141.694 0 1.345-.056 1.946-.156-.806.56-1.27 1.292-1.278 2.134-.219.013-.441.022-.668.022-2.578 0-4.667-.895-4.667-2zM4.667 0c2.577 0 4.666.895 4.666 2S7.244 4 4.667 4C2.089 4 0 3.105 0 2s2.09-2 4.667-2z" fill="#A1ABB4"/>
</g>
</svg>`,
'Source of Funds (Liabilities)': `<svg class="w-4 h-4" viewBox="0 0 16 16" xmlns="http://www.w3.org/2000/svg">
<g fill="none" fill-rule="evenodd">
<path d="M7.332 11.36l4.666-3.734 2 1.6V.666A.667.667 0 0013.332 0h-12a.667.667 0 00-.667.667v14.666c0 .369.298.667.667.667h6v-4.64zm-4-7.36H11.3v1.333H3.332V4zm2.666 8H3.332v-1.333h2.666V12zM3.332 8.667V7.333h5.333v1.334H3.332z" fill="#415668"/>
<path d="M15.332 12l-3.334-2.667L8.665 12v3.333c0 .369.298.667.667.667h2v-2h1.333v2h2a.667.667 0 00.667-.667V12z" fill="#A1ABB4"/>
</g>
</svg>`,
};
let leaf = `<svg class="w-2 h-2" viewBox="0 0 8 8" xmlns="http://www.w3.org/2000/svg">
<circle stroke="#415668" cx="4" cy="4" r="3.5" fill="none" fill-rule="evenodd"/>
</svg>`;
let folder = `<svg class="w-3 h-3" viewBox="0 0 16 16" xmlns="http://www.w3.org/2000/svg">
<path d="M8.333 3.367L6.333.7H.667A.667.667 0 000 1.367v12a2 2 0 002 2h12a2 2 0 002-2V4.033a.667.667 0 00-.667-.666h-7z" fill="#415668" fill-rule="evenodd"/>
</svg>`;
let icon = account.isGroup ? folder : leaf;
return {
template: icons[account.name] || icon,
};
},
getItemStyle(level) {
const styles = {
height: 'calc(var(--h-row-mid) + 1px)',
};
if (this.languageDirection === 'rtl') {
styles['padding-right'] = `calc(1rem + 2rem * ${level})`;
} else {
styles['padding-left'] = `calc(1rem + 2rem * ${level})`;
}
return styles;
},
getGroupStyle(level) {
const styles = {
height: 'height: calc(var(--h-row-mid) + 1px)',
};
if (this.languageDirection === 'rtl') {
styles['padding-right'] = `calc(1rem + 2rem * ${level})`;
} else {
styles['padding-left'] = `calc(1rem + 2rem * ${level})`;
}
return styles;
},
},
computed: {
allAccounts() {
const allAccounts = [];
(function getAccounts(accounts, level, location) {
for (let i in accounts) {
const account = accounts[i];
account.level = level;
account.location = [...location, i];
allAccounts.push(account);
if (account.children != null && account.expanded) {
getAccounts(account.children, level + 1, account.location);
}
}
})(this.accounts, 0, []);
return allAccounts;
},
},
};
</script>