Add contact report
This commit is contained in:
parent
40a800d41e
commit
fe02eeaeb4
|
|
@ -465,6 +465,7 @@ const List<String> kAdvancedSettings = [
|
||||||
];
|
];
|
||||||
|
|
||||||
const String kReportClient = 'client';
|
const String kReportClient = 'client';
|
||||||
|
const String kReportContact = 'contact';
|
||||||
const String kReportCredit = 'credit';
|
const String kReportCredit = 'credit';
|
||||||
const String kReportDocument = 'document';
|
const String kReportDocument = 'document';
|
||||||
const String kReportExpense = 'expense';
|
const String kReportExpense = 'expense';
|
||||||
|
|
|
||||||
|
|
@ -0,0 +1,351 @@
|
||||||
|
import 'package:built_collection/built_collection.dart';
|
||||||
|
import 'package:invoiceninja_flutter/utils/enums.dart';
|
||||||
|
import 'package:invoiceninja_flutter/constants.dart';
|
||||||
|
import 'package:invoiceninja_flutter/data/models/client_model.dart';
|
||||||
|
import 'package:invoiceninja_flutter/data/models/company_model.dart';
|
||||||
|
import 'package:invoiceninja_flutter/data/models/models.dart';
|
||||||
|
import 'package:invoiceninja_flutter/redux/reports/reports_state.dart';
|
||||||
|
import 'package:invoiceninja_flutter/redux/static/static_state.dart';
|
||||||
|
import 'package:invoiceninja_flutter/ui/reports/reports_screen.dart';
|
||||||
|
import 'package:invoiceninja_flutter/utils/formatting.dart';
|
||||||
|
import 'package:invoiceninja_flutter/utils/money.dart';
|
||||||
|
import 'package:memoize/memoize.dart';
|
||||||
|
|
||||||
|
enum ContactReportFields {
|
||||||
|
name,
|
||||||
|
website,
|
||||||
|
currency,
|
||||||
|
language,
|
||||||
|
private_notes,
|
||||||
|
public_notes,
|
||||||
|
industry,
|
||||||
|
size,
|
||||||
|
address1,
|
||||||
|
address2,
|
||||||
|
city,
|
||||||
|
state,
|
||||||
|
postal_code,
|
||||||
|
phone,
|
||||||
|
country,
|
||||||
|
shipping_address1,
|
||||||
|
shipping_address2,
|
||||||
|
shipping_city,
|
||||||
|
shipping_state,
|
||||||
|
shipping_postal_code,
|
||||||
|
shipping_country,
|
||||||
|
client1,
|
||||||
|
client2,
|
||||||
|
client3,
|
||||||
|
client4,
|
||||||
|
created_by,
|
||||||
|
assigned_to,
|
||||||
|
balance,
|
||||||
|
credit_balance,
|
||||||
|
paid_to_date,
|
||||||
|
total,
|
||||||
|
converted_balance,
|
||||||
|
converted_credit_balance,
|
||||||
|
converted_paid_to_date,
|
||||||
|
converted_total,
|
||||||
|
number,
|
||||||
|
id_number,
|
||||||
|
vat_number,
|
||||||
|
contact_full_name,
|
||||||
|
contact_first_name,
|
||||||
|
contact_last_name,
|
||||||
|
contact_email,
|
||||||
|
contact_phone,
|
||||||
|
contact1,
|
||||||
|
contact2,
|
||||||
|
contact3,
|
||||||
|
contact4,
|
||||||
|
contact_last_login,
|
||||||
|
is_active,
|
||||||
|
created_at,
|
||||||
|
updated_at,
|
||||||
|
}
|
||||||
|
|
||||||
|
var memoizedContactReport = memo5((
|
||||||
|
UserCompanyEntity userCompany,
|
||||||
|
ReportsUIState reportsUIState,
|
||||||
|
BuiltMap<String, ClientEntity> clientMap,
|
||||||
|
BuiltMap<String, UserEntity> userMap,
|
||||||
|
StaticState staticState,
|
||||||
|
) =>
|
||||||
|
contactReport(
|
||||||
|
userCompany, reportsUIState, clientMap, userMap, staticState));
|
||||||
|
|
||||||
|
ReportResult contactReport(
|
||||||
|
UserCompanyEntity userCompany,
|
||||||
|
ReportsUIState reportsUIState,
|
||||||
|
BuiltMap<String, ClientEntity> clientMap,
|
||||||
|
BuiltMap<String, UserEntity> userMap,
|
||||||
|
StaticState staticState,
|
||||||
|
) {
|
||||||
|
final List<List<ReportElement>> data = [];
|
||||||
|
BuiltList<ContactReportFields> columns;
|
||||||
|
|
||||||
|
final reportSettings = userCompany.settings.reportSettings;
|
||||||
|
final clientReportSettings =
|
||||||
|
reportSettings != null && reportSettings.containsKey(kReportClient)
|
||||||
|
? reportSettings[kReportClient]
|
||||||
|
: ReportSettingsEntity();
|
||||||
|
|
||||||
|
final defaultColumns = [
|
||||||
|
ContactReportFields.name,
|
||||||
|
ContactReportFields.contact_email,
|
||||||
|
ContactReportFields.id_number,
|
||||||
|
ContactReportFields.vat_number,
|
||||||
|
ContactReportFields.currency,
|
||||||
|
ContactReportFields.balance,
|
||||||
|
ContactReportFields.paid_to_date,
|
||||||
|
ContactReportFields.country,
|
||||||
|
];
|
||||||
|
|
||||||
|
if (clientReportSettings.columns.isNotEmpty) {
|
||||||
|
columns = BuiltList(clientReportSettings.columns
|
||||||
|
.map((e) => EnumUtils.fromString(ContactReportFields.values, e))
|
||||||
|
.where((element) => element != null)
|
||||||
|
.toList());
|
||||||
|
} else {
|
||||||
|
columns = BuiltList(defaultColumns);
|
||||||
|
}
|
||||||
|
|
||||||
|
for (var clientId in clientMap.keys) {
|
||||||
|
final client = clientMap[clientId];
|
||||||
|
if (client.isDeleted) {
|
||||||
|
continue;
|
||||||
|
}
|
||||||
|
|
||||||
|
for (var contact in client.contacts) {
|
||||||
|
bool skip = false;
|
||||||
|
final List<ReportElement> row = [];
|
||||||
|
|
||||||
|
final exchangeRate = getExchangeRate(staticState.currencyMap,
|
||||||
|
fromCurrencyId: client.currencyId,
|
||||||
|
toCurrencyId: userCompany.company.currencyId);
|
||||||
|
|
||||||
|
for (var column in columns) {
|
||||||
|
dynamic value = '';
|
||||||
|
|
||||||
|
switch (column) {
|
||||||
|
case ContactReportFields.name:
|
||||||
|
value = client.displayName;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.website:
|
||||||
|
value = client.website;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.currency:
|
||||||
|
value =
|
||||||
|
staticState.currencyMap[client.currencyId]?.listDisplayName ??
|
||||||
|
'';
|
||||||
|
break;
|
||||||
|
case ContactReportFields.language:
|
||||||
|
value =
|
||||||
|
staticState.languageMap[client.languageId]?.listDisplayName ??
|
||||||
|
'';
|
||||||
|
break;
|
||||||
|
case ContactReportFields.private_notes:
|
||||||
|
value = client.privateNotes;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.public_notes:
|
||||||
|
value = client.publicNotes;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.industry:
|
||||||
|
value =
|
||||||
|
staticState.industryMap[client.industryId]?.listDisplayName ??
|
||||||
|
'';
|
||||||
|
break;
|
||||||
|
case ContactReportFields.size:
|
||||||
|
value = staticState.sizeMap[client.sizeId]?.listDisplayName ?? '';
|
||||||
|
break;
|
||||||
|
case ContactReportFields.client1:
|
||||||
|
value = client.customValue1;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.client2:
|
||||||
|
value = client.customValue2;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.client3:
|
||||||
|
value = client.customValue3;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.client4:
|
||||||
|
value = client.customValue4;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.address1:
|
||||||
|
value = client.address1;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.address2:
|
||||||
|
value = client.address2;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.city:
|
||||||
|
value = client.city;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.state:
|
||||||
|
value = client.state;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.postal_code:
|
||||||
|
value = client.postalCode;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.country:
|
||||||
|
value =
|
||||||
|
staticState.countryMap[client.countryId]?.listDisplayName ?? '';
|
||||||
|
break;
|
||||||
|
case ContactReportFields.shipping_address1:
|
||||||
|
value = client.shippingAddress1;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.shipping_address2:
|
||||||
|
value = client.shippingAddress2;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.shipping_city:
|
||||||
|
value = client.shippingCity;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.shipping_state:
|
||||||
|
value = client.shippingState;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.shipping_postal_code:
|
||||||
|
value = client.shippingPostalCode;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.shipping_country:
|
||||||
|
value = staticState
|
||||||
|
.countryMap[client.shippingCountryId]?.listDisplayName ??
|
||||||
|
'';
|
||||||
|
break;
|
||||||
|
case ContactReportFields.phone:
|
||||||
|
value = client.phone;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.number:
|
||||||
|
value = client.number;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.id_number:
|
||||||
|
value = client.idNumber;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.vat_number:
|
||||||
|
value = client.vatNumber;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.assigned_to:
|
||||||
|
value = userMap[client.assignedUserId]?.listDisplayName ?? '';
|
||||||
|
break;
|
||||||
|
case ContactReportFields.created_by:
|
||||||
|
value = userMap[client.createdUserId]?.listDisplayName ?? '';
|
||||||
|
break;
|
||||||
|
case ContactReportFields.contact_full_name:
|
||||||
|
value = contact.fullName;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.contact_first_name:
|
||||||
|
value = contact.firstName;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.contact_last_name:
|
||||||
|
value = contact.lastName;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.contact_email:
|
||||||
|
value = contact.email;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.contact_phone:
|
||||||
|
value = contact.phone;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.contact1:
|
||||||
|
value = contact.customValue1;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.contact2:
|
||||||
|
value = contact.customValue2;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.contact3:
|
||||||
|
value = contact.customValue3;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.contact4:
|
||||||
|
value = contact.customValue4;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.contact_last_login:
|
||||||
|
value = convertTimestampToDateString(contact.lastLogin);
|
||||||
|
break;
|
||||||
|
case ContactReportFields.total:
|
||||||
|
value =
|
||||||
|
contact.isPrimary ? (client.balance + client.paidToDate) : 0.0;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.balance:
|
||||||
|
value = contact.isPrimary ? client.balance : 0.0;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.credit_balance:
|
||||||
|
value = contact.isPrimary ? client.creditBalance : 0.0;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.paid_to_date:
|
||||||
|
value = contact.isPrimary ? client.paidToDate : 0.0;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.converted_total:
|
||||||
|
value = contact.isPrimary
|
||||||
|
? ((client.balance + client.paidToDate) * exchangeRate)
|
||||||
|
: 0.0;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.converted_balance:
|
||||||
|
value = contact.isPrimary ? (client.balance * exchangeRate) : 0.0;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.converted_credit_balance:
|
||||||
|
value =
|
||||||
|
contact.isPrimary ? (client.creditBalance * exchangeRate) : 0.0;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.converted_paid_to_date:
|
||||||
|
value =
|
||||||
|
contact.isPrimary ? (client.paidToDate * exchangeRate) : 0.0;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.is_active:
|
||||||
|
value = client.isActive;
|
||||||
|
break;
|
||||||
|
case ContactReportFields.updated_at:
|
||||||
|
value = convertTimestampToDateString(client.updatedAt);
|
||||||
|
break;
|
||||||
|
case ContactReportFields.created_at:
|
||||||
|
value = convertTimestampToDateString(client.createdAt);
|
||||||
|
break;
|
||||||
|
}
|
||||||
|
|
||||||
|
if (!ReportResult.matchField(
|
||||||
|
value: value,
|
||||||
|
userCompany: userCompany,
|
||||||
|
reportsUIState: reportsUIState,
|
||||||
|
column: EnumUtils.parse(column),
|
||||||
|
)) {
|
||||||
|
skip = true;
|
||||||
|
}
|
||||||
|
|
||||||
|
if (value.runtimeType == bool) {
|
||||||
|
row.add(client.getReportBool(value: value));
|
||||||
|
} else if (value.runtimeType == double || value.runtimeType == int) {
|
||||||
|
String currencyId = client.currencyId;
|
||||||
|
if ([
|
||||||
|
ContactReportFields.converted_balance,
|
||||||
|
ContactReportFields.converted_credit_balance,
|
||||||
|
ContactReportFields.converted_paid_to_date,
|
||||||
|
ContactReportFields.converted_total,
|
||||||
|
].contains(column)) {
|
||||||
|
currencyId = userCompany.company.currencyId;
|
||||||
|
}
|
||||||
|
row.add(client.getReportDouble(
|
||||||
|
value: value,
|
||||||
|
currencyId: currencyId,
|
||||||
|
exchangeRate: exchangeRate,
|
||||||
|
));
|
||||||
|
} else {
|
||||||
|
row.add(client.getReportString(value: '$value'));
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
if (!skip) {
|
||||||
|
data.add(row);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
final selectedColumns = columns.map((item) => EnumUtils.parse(item)).toList();
|
||||||
|
data.sort((rowA, rowB) =>
|
||||||
|
sortReportTableRows(rowA, rowB, clientReportSettings, selectedColumns));
|
||||||
|
|
||||||
|
return ReportResult(
|
||||||
|
allColumns: ContactReportFields.values
|
||||||
|
.map((item) => EnumUtils.parse(item))
|
||||||
|
.toList(),
|
||||||
|
columns: selectedColumns,
|
||||||
|
defaultColumns:
|
||||||
|
defaultColumns.map((item) => EnumUtils.parse(item)).toList(),
|
||||||
|
data: data,
|
||||||
|
);
|
||||||
|
}
|
||||||
|
|
@ -76,6 +76,7 @@ class ReportsScreen extends StatelessWidget {
|
||||||
|
|
||||||
final reports = [
|
final reports = [
|
||||||
kReportClient,
|
kReportClient,
|
||||||
|
kReportContact,
|
||||||
if (state.company.isModuleEnabled(EntityType.invoice)) ...[
|
if (state.company.isModuleEnabled(EntityType.invoice)) ...[
|
||||||
kReportInvoice,
|
kReportInvoice,
|
||||||
kReportInvoiceItem,
|
kReportInvoiceItem,
|
||||||
|
|
|
||||||
|
|
@ -14,6 +14,7 @@ import 'package:invoiceninja_flutter/redux/reports/reports_actions.dart';
|
||||||
import 'package:invoiceninja_flutter/redux/reports/reports_state.dart';
|
import 'package:invoiceninja_flutter/redux/reports/reports_state.dart';
|
||||||
import 'package:invoiceninja_flutter/redux/settings/settings_actions.dart';
|
import 'package:invoiceninja_flutter/redux/settings/settings_actions.dart';
|
||||||
import 'package:invoiceninja_flutter/ui/reports/client_report.dart';
|
import 'package:invoiceninja_flutter/ui/reports/client_report.dart';
|
||||||
|
import 'package:invoiceninja_flutter/ui/reports/contact_report.dart';
|
||||||
import 'package:invoiceninja_flutter/ui/reports/document_report.dart';
|
import 'package:invoiceninja_flutter/ui/reports/document_report.dart';
|
||||||
import 'package:invoiceninja_flutter/ui/reports/expense_report.dart';
|
import 'package:invoiceninja_flutter/ui/reports/expense_report.dart';
|
||||||
import 'package:invoiceninja_flutter/ui/reports/invoice_report.dart';
|
import 'package:invoiceninja_flutter/ui/reports/invoice_report.dart';
|
||||||
|
|
@ -252,6 +253,15 @@ class ReportsScreenVM {
|
||||||
state.staticState,
|
state.staticState,
|
||||||
);
|
);
|
||||||
break;
|
break;
|
||||||
|
case kReportContact:
|
||||||
|
reportResult = memoizedContactReport(
|
||||||
|
state.userCompany,
|
||||||
|
state.uiState.reportsUIState,
|
||||||
|
state.clientState.map,
|
||||||
|
state.userState.map,
|
||||||
|
state.staticState,
|
||||||
|
);
|
||||||
|
break;
|
||||||
default:
|
default:
|
||||||
reportResult = memoizedClientReport(
|
reportResult = memoizedClientReport(
|
||||||
state.userCompany,
|
state.userCompany,
|
||||||
|
|
|
||||||
Loading…
Reference in New Issue