feat: Accounting web module — COA, journals, expenses, accounts, reports + nav (FIBEROPS-234-239)

- Chart of Accounts (FIBEROPS-234): type-filtered table, add/seed/toggle-active
- Journal Entries (FIBEROPS-235): double-entry form with debit=credit validation, read-only view modal
- Expenses (FIBEROPS-236): date-range filtered table, record expense against expense accounts
- Company Accounts + Transfers (FIBEROPS-237): balance cards, add account modal, transfer modal, transfers table
- Financial Reports (FIBEROPS-238): Trial Balance, P&L, Balance Sheet, Cash Flow with date pickers
- Sidebar nav entry (FIBEROPS-239): Accounting link with BookOpen icon, placed between Reports and Settings
- AccountingNav horizontal sub-nav component shared across all accounting pages
- New types: Account, JournalEntry, Expense, CompanyAccount, Transfer and report types added to src/types/index.ts
This commit is contained in:
2026-03-31 23:35:29 +00:00
parent 89585ab645
commit b719d87e1b
8 changed files with 1597 additions and 0 deletions

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"use client";
import { useState } from "react";
import { useQuery, useMutation } from "@tanstack/react-query";
import { toast } from "sonner";
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/Card";
import { Button } from "@/components/ui/Button";
import { Input } from "@/components/ui/Input";
import { Table, TableHead, TableBody, TableRow, Th, Td, EmptyState } from "@/components/ui/Table";
import { Modal } from "@/components/ui/Modal";
import { AccountingNav } from "@/components/accounting/AccountingNav";
import { formatCurrency } from "@/lib/utils";
import api from "@/lib/api";
import type { Expense, Account } from "@/types/index";
function formatDate(iso: string) {
return new Date(iso).toLocaleDateString("en-PH", { year: "numeric", month: "short", day: "numeric" });
}
export default function ExpensesPage() {
const today = new Date().toISOString().split("T")[0];
const firstOfMonth = new Date(new Date().getFullYear(), new Date().getMonth(), 1).toISOString().split("T")[0];
const [from, setFrom] = useState(firstOfMonth);
const [to, setTo] = useState(today);
const [showAdd, setShowAdd] = useState(false);
const [form, setForm] = useState({ accountId: "", amount: "", date: today, vendor: "", description: "" });
const { data: expenses = [], isLoading, refetch } = useQuery<Expense[]>({
queryKey: ["expenses", from, to],
queryFn: async () => {
const res = await api.get<Expense[] | { data: Expense[] }>(`/api/v1/expenses?dateFrom=${from}&dateTo=${to}`);
const d = res.data;
return Array.isArray(d) ? d : (d as { data: Expense[] }).data ?? [];
},
});
const { data: accounts = [] } = useQuery<Account[]>({
queryKey: ["accounts-expense"],
queryFn: async () => {
const res = await api.get<Account[] | { data: Account[] }>("/api/v1/accounts?type=EXPENSE");
const d = res.data;
return (Array.isArray(d) ? d : (d as { data: Account[] }).data ?? []).filter((a) => a.isActive && a.type === "EXPENSE");
},
});
const addMutation = useMutation({
mutationFn: async () => {
await api.post("/api/v1/expenses", {
accountId: form.accountId,
amount: parseFloat(form.amount),
date: form.date,
vendor: form.vendor || undefined,
description: form.description || undefined,
});
},
onSuccess: () => {
toast.success("Expense recorded");
setShowAdd(false);
setForm({ accountId: "", amount: "", date: today, vendor: "", description: "" });
refetch();
},
onError: () => toast.error("Failed to record expense"),
});
const totalAmount = expenses.reduce((s, e) => s + Number(e.amount), 0);
return (
<div className="space-y-4">
<div className="flex items-start justify-between">
<div>
<h1 className="text-2xl font-bold text-gray-900">Accounting</h1>
<p className="text-sm text-gray-500">Track business expenses</p>
</div>
<Button size="sm" onClick={() => setShowAdd(true)}>+ Record Expense</Button>
</div>
<AccountingNav />
{/* Date filter */}
<div className="flex items-center gap-3 text-sm">
<label className="text-gray-500">From</label>
<input
type="date"
value={from}
onChange={(e) => setFrom(e.target.value)}
className="border rounded-lg px-3 py-1.5 text-sm focus:outline-none focus:ring-2 focus:ring-blue-500"
/>
<label className="text-gray-500">To</label>
<input
type="date"
value={to}
onChange={(e) => setTo(e.target.value)}
className="border rounded-lg px-3 py-1.5 text-sm focus:outline-none focus:ring-2 focus:ring-blue-500"
/>
</div>
<Card>
<CardHeader>
<CardTitle>
Expenses ({expenses.length})
{expenses.length > 0 && (
<span className="ml-3 text-sm font-normal text-gray-500">
Total: <span className="font-semibold text-gray-800">{formatCurrency(totalAmount)}</span>
</span>
)}
</CardTitle>
</CardHeader>
<CardContent className="p-0">
<Table>
<TableHead>
<TableRow>
<Th>Date</Th>
<Th>Vendor</Th>
<Th>Account</Th>
<Th>Amount</Th>
<Th>Description</Th>
</TableRow>
</TableHead>
<TableBody>
{isLoading ? (
Array.from({ length: 4 }).map((_, i) => (
<TableRow key={i}>
{[1,2,3,4,5].map((j) => (
<Td key={j}><div className="h-4 w-20 animate-pulse bg-gray-100 rounded" /></Td>
))}
</TableRow>
))
) : expenses.length === 0 ? (
<EmptyState message="No expenses in this period" />
) : (
expenses.map((e) => (
<TableRow key={e.id}>
<Td className="text-sm">{formatDate(e.date)}</Td>
<Td className="font-medium">{e.vendor ?? <span className="text-gray-300"></span>}</Td>
<Td className="text-sm text-gray-600">
{e.account ? `${e.account.code}${e.account.name}` : "—"}
</Td>
<Td className="font-semibold text-sm">{formatCurrency(Number(e.amount))}</Td>
<Td className="text-sm text-gray-500 max-w-xs truncate">
{e.description ?? <span className="text-gray-300"></span>}
</Td>
</TableRow>
))
)}
</TableBody>
</Table>
</CardContent>
</Card>
<Modal isOpen={showAdd} onClose={() => setShowAdd(false)} title="Record Expense">
<form onSubmit={(e) => { e.preventDefault(); addMutation.mutate(); }} className="space-y-4">
<div className="flex flex-col gap-1.5">
<label className="text-sm font-medium text-gray-700">Expense Account *</label>
<select
className="block w-full rounded-lg border border-gray-300 bg-white px-3 py-2 text-sm focus:border-blue-500 focus:outline-none focus:ring-1 focus:ring-blue-500"
value={form.accountId}
onChange={(e) => setForm((f) => ({ ...f, accountId: e.target.value }))}
>
<option value="">Select account</option>
{accounts.map((a) => (
<option key={a.id} value={a.id}>{a.code} {a.name}</option>
))}
</select>
</div>
<div className="grid grid-cols-2 gap-3">
<Input
label="Amount (₱) *"
type="number"
min="0"
step="0.01"
value={form.amount}
onChange={(e) => setForm((f) => ({ ...f, amount: e.target.value }))}
placeholder="0.00"
/>
<Input
label="Date *"
type="date"
value={form.date}
onChange={(e) => setForm((f) => ({ ...f, date: e.target.value }))}
/>
</div>
<Input
label="Vendor"
value={form.vendor}
onChange={(e) => setForm((f) => ({ ...f, vendor: e.target.value }))}
placeholder="e.g. PLDT, Globe"
/>
<Input
label="Description"
value={form.description}
onChange={(e) => setForm((f) => ({ ...f, description: e.target.value }))}
placeholder="What was this expense for?"
/>
<div className="flex justify-end gap-2">
<Button type="button" variant="outline" size="sm" onClick={() => setShowAdd(false)}>Cancel</Button>
<Button
type="submit"
size="sm"
isLoading={addMutation.isPending}
disabled={!form.accountId || !form.amount || !form.date}
>
Record Expense
</Button>
</div>
</form>
</Modal>
</div>
);
}