5. Transactions page

pages/accountLists/[accountListId]/reports/financialAccounts/[[...financialAccount]].page.tsx

@@ -139,7 +139,10 @@ const FinancialAccounts = (): ReactElement => {
                 />
               ) : panelOpen === Panel.Filters ? (
                 <DynamicFilterPanel
-                  filters={[] as FilterPanelGroupFragment[]}
+                  filters={filterGroups as FilterPanelGroupFragment[]}
+                  defaultExpandedFilterGroups={
+                    new Set(['Transaction Date', 'Category'])
+                  }
                   savedFilters={[]}
                   selectedFilters={activeFilters as FilterInput}
                   onClose={() => setPanelOpen(null)}

pages/api/Schema/index.ts

@@ -41,6 +41,8 @@ import { ExpectedMonthlyTotalReportResolvers } from './reports/expectedMonthlyTo
 import FinancialAccountsTypeDefs from './reports/financialAccounts/financialAccounts.graphql';
 import FinancialAccountSummaryTypeDefs from './reports/financialAccounts/financialAccounts/financialAccounts.graphql';
 import { FinancialAccountSummaryResolvers } from './reports/financialAccounts/financialAccounts/resolvers';
+import FinancialAccountEntriesTypeDefs from './reports/financialAccounts/financialEntries/financialEntries.graphql';
+import { financialAccountEntriesResolvers } from './reports/financialAccounts/financialEntries/resolvers';
 import { FinancialAccountsResolvers } from './reports/financialAccounts/resolvers';
 import FourteenMonthReportTypeDefs from './reports/fourteenMonth/fourteenMonth.graphql';
 import { FourteenMonthReportResolvers } from './reports/fourteenMonth/resolvers';
@@ -133,6 +135,10 @@ const schema = buildSubgraphSchema([
     typeDefs: FinancialAccountSummaryTypeDefs,
     resolvers: FinancialAccountSummaryResolvers,
   },
+  {
+    typeDefs: FinancialAccountEntriesTypeDefs,
+    resolvers: financialAccountEntriesResolvers,
+  },
   ...integrationSchema,
   ...organizationSchema,
   ...preferencesSchema,

pages/api/Schema/reports/financialAccounts/financialEntries/datahandler.ts

@@ -0,0 +1,73 @@
+import {
+  FinancialAccountEntry,
+  FinancialAccountMetaData,
+} from 'src/graphql/types.generated';
+import { fetchAllData } from 'src/lib/deserializeJsonApi';
+import { snakeToCamel } from 'src/lib/snakeToCamel';
+import { FinancialAccountEntriesResponse } from '../../../../graphql-rest.page.generated';
+
+export interface FinancialAccountEntriesRest {
+  id: string;
+  attributes: {
+    amount: string;
+    code: string;
+    currency: string;
+    description: string;
+    entry_date: string;
+    type: string;
+  };
+  relationships: {
+    category: { data: IdType[] };
+  };
+}
+
+export interface FinancialAccountMetaRest {
+  id: string;
+  pagination: {
+    page: string;
+    per_page: number;
+    total_count: number;
+    total_pages: number;
+  };
+  sort: string;
+  filter: string;
+  credits: string;
+  debits: string;
+  difference: string;
+  currency: string;
+  closing_balance: string;
+  opening_balance: string;
+}
+
+interface IdType {
+  id: string;
+  type: string;
+}
+
+export const financialAccountEntriesHandler = ({
+  data,
+  included,
+  meta,
+}: {
+  data: FinancialAccountEntriesRest[];
+  included: unknown[];
+  meta: FinancialAccountMetaRest;
+}): FinancialAccountEntriesResponse => {
+  const entries = data.map((item) => {
+    return fetchAllData(item, included);
+  }) as FinancialAccountEntry[];
+
+  //  Remove pagination as it's not needed since we get all transactions
+  const metaData = {} as FinancialAccountMetaData;
+  Object.keys(meta).forEach((key) => {
+    if (key === 'pagination') {
+      return;
+    }
+    metaData[snakeToCamel(key)] = meta[key];
+  });
+
+  return {
+    entries,
+    metaData,
+  };
+};

pages/api/Schema/reports/financialAccounts/financialEntries/financialEntries.graphql

@@ -0,0 +1,40 @@
+extend type Query {
+  financialAccountEntries(
+    input: FinancialAccountEntriesInput!
+  ): FinancialAccountEntriesResponse!
+}
+
+input FinancialAccountEntriesInput {
+  accountListId: ID!
+  financialAccountId: ID!
+  dateRange: String!
+  categoryId: ID
+  wildcardSearch: String
+}
+
+type FinancialAccountEntriesResponse {
+  entries: [FinancialAccountEntry!]!
+  metaData: FinancialAccountMetaData!
+}
+
+type FinancialAccountEntry {
+  id: ID!
+  amount: String!
+  currency: String!
+  code: String!
+  description: String!
+  entryDate: ISO8601Date!
+  type: String!
+  category: FinancialAccountCategory!
+}
+
+type FinancialAccountMetaData {
+  sort: String
+  filter: String
+  credits: String
+  debits: String
+  difference: String
+  currency: String
+  closingBalance: String
+  openingBalance: String
+}

pages/api/Schema/reports/financialAccounts/financialEntries/resolvers.ts

@@ -0,0 +1,27 @@
+import { Resolvers } from '../../../../graphql-rest.page.generated';
+
+export const financialAccountEntriesResolvers: Resolvers = {
+  Query: {
+    financialAccountEntries: (
+      _source,
+      {
+        input: {
+          accountListId,
+          financialAccountId,
+          dateRange,
+          categoryId,
+          wildcardSearch,
+        },
+      },
+      { dataSources },
+    ) => {
+      return dataSources.mpdxRestApi.financialAccountEntries(
+        accountListId,
+        financialAccountId,
+        dateRange,
+        categoryId,
+        wildcardSearch,
+      );
+    },
+  },
+};

pages/api/graphql-rest.page.ts

@@ -110,6 +110,7 @@ import {
   setActiveFinancialAccount,
 } from './Schema/reports/financialAccounts/datahandler';
 import { financialAccountSummaryHandler } from './Schema/reports/financialAccounts/financialAccounts/datahandler';
+import { financialAccountEntriesHandler } from './Schema/reports/financialAccounts/financialEntries/datahandler';
 import {
   FourteenMonthReportResponse,
   mapFourteenMonthReport,
@@ -779,6 +780,30 @@ class MpdxRestApi extends RESTDataSource {
 
     return financialAccountSummaryHandler(data);
   }
+
+  async financialAccountEntries(
+    accountListId: string,
+    financialAccountId: string,
+    dateRange: string,
+    categoryId?: string | null,
+    wildcardSearch?: string | null,
+  ) {
+    const fields =
+      'fields[financial_account_entry_categories]=name,code&fields[financial_account_entry_credits]=amount,code,currency,description,entry_date,category,type' +
+      '&fields[financial_account_entry_debits]=amount,code,currency,description,entry_date,category,type';
+
+    let filters = `filter[entryDate]=${dateRange}&filter[financialAccountId]=${financialAccountId}`;
+    if (categoryId) {
+      filters += `&filter[categoryId]=${categoryId}`;
+    }
+    if (wildcardSearch) {
+      filters += `&filter[wildcardSearch]=${wildcardSearch}`;
+    }
+    const data = await this.get(
+      `account_lists/${accountListId}/entries?${fields}&${filters}&include=category&per_page=10000&sort=entry_date`,
+    );
+
+    return financialAccountEntriesHandler(data);
   }
 
   async getEntryHistories(