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slightly better report

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This commit is contained in:
Bryce Covert
2022-10-17 06:23:39 -07:00
parent fb607b3345
commit 05af4ba603
4 changed files with 90 additions and 11 deletions
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18
src/clj/auto_ap/graphql/ledger.clj
View File

@@ -9,7 +9,7 @@
[auto-ap.graphql.utils
:refer [->graphql <-graphql assert-admin assert-can-see-client result->page]]
[auto-ap.parse.util :as parse]
[auto-ap.pdf.ledger :refer [print-balance-sheet print-pnl]]
[auto-ap.pdf.ledger :refer [print-balance-sheet print-pnl print-journal-detail-report]]
[auto-ap.utils :refer [by dollars= heartbeat]]
[clj-time.coerce :as coerce]
[clj-time.core :as t]
@@ -541,6 +541,14 @@
:journal_entries journal-entries})})
(defn journal-detail-report-pdf [context args value]
(let [data (get-journal-detail-report context args value)
result (print-journal-detail-report (:id context) args data)]
(->graphql result)))
(def objects
{:balance_sheet_account
{:fields {:id {:type 'String}
@@ -638,6 +646,13 @@
:categories {:type '(list :ledger_category)}}
:resolve :get-journal-detail-report}
:journal_detail_report_pdf {:type :report_pdf
:args {:client_id {:type :id}
:client_ids {:type '(list :id)}
:date_range {:type :date_range}
:categories {:type '(list :ledger_category)}}
:resolve :journal-detail-report-pdf}
:profit_and_loss_pdf {:type :report_pdf
:args {:client_id {:type :id}
:client_ids {:type '(list :id)}
@@ -716,6 +731,7 @@
:get-balance-sheet get-balance-sheet
:get-profit-and-loss get-profit-and-loss
:profit-and-loss-pdf profit-and-loss-pdf
:journal-detail-report-pdf journal-detail-report-pdf
:balance-sheet-pdf balance-sheet-pdf
:get-journal-detail-report get-journal-detail-report
:mutation/delete-external-ledger delete-external-ledger

57
src/clj/auto_ap/pdf/ledger.clj
View File

@@ -20,7 +20,8 @@
(defn cell->pdf [cell]
(let [cell-contents (cond
(and (= :dollar (:format cell))
(dollars-0? (:value cell)))
(or (nil? (:value cell))
(dollars-0? (:value cell))))
"-"
(= :dollar (:format cell))
@@ -225,6 +226,28 @@
output-stream)
(.toByteArray output-stream)))
(defn make-journal-detail-report [args data]
(println args)
(let [data (<-graphql data)
args (<-graphql args)
clients (d/pull-many (d/db conn) '[:client/code :client/name :db/id] (:client-ids args))
report (l-reports/journal-detail-report args data (by :db/id :client/code clients))
output-stream (ByteArrayOutputStream.)]
(log/info report)
(pdf/pdf
(-> [{:left-margin 10 :right-margin 10 :top-margin 15 :bottom-margin 15
:size :letter
:font {:size 6
:ttf-name "fonts/calibri-light.ttf"}}
[:heading (str "Journal Detail Report - " (str/join ", " (map :client/name clients)))]]
(conj [:paragraph {:color [128 0 0] :size 9} (:warning report)])
(conj
(table->pdf report
[20 80 20 20 20])))
output-stream)
(.toByteArray output-stream)))
(defn pnl-args->name [args]
(let [min-date (atime/unparse-local
(->> args :periods (map :start) first)
@@ -235,6 +258,17 @@
names (str/replace (->> args :client_ids (d/pull-many (d/db conn) [:client/name]) (map :client/name) (str/join "-")) #" " "_" )]
(format "Profit-and-loss-%s-to-%s-for-%s" min-date max-date names)))
(defn journal-detail-args->name [args]
(println args)
(let [min-date (atime/unparse-local
(->> args :date_range :start)
atime/iso-date)
max-date (atime/unparse-local
(->> args :date_range :end)
atime/iso-date)
names (str/replace (->> args :client_ids (d/pull-many (d/db conn) [:client/name]) (map :client/name) (str/join "-")) #" " "_" )]
(format "Profit-and-loss-%s-to-%s-for-%s" min-date max-date names)))
(defn balance-sheet-args->name [args]
(let [date (atime/unparse-local
(:date args)
@@ -283,3 +317,24 @@
:report/created (java.util.Date.)}])
{:report/name name
:report/url url }))
(defn print-journal-detail-report [user args data]
(let [uuid (str (UUID/randomUUID))
pdf-data (make-journal-detail-report args data)
name (journal-detail-args->name args)
key (str "reports/journal-detail/" uuid "/" name ".pdf")
url (str "http://" (:data-bucket env) ".s3-website-us-east-1.amazonaws.com/" key)]
(s3/put-object :bucket-name (:data-bucket env)
:key key
:input-stream (io/make-input-stream pdf-data {})
:metadata {:content-length (count pdf-data)
:content-type "application/pdf"})
@(d/transact conn
[{:report/name name
:report/client (:client_ids args)
:report/key key
:report/url url
:report/creator (:user user)
:report/created (java.util.Date.)}])
{:report/name name
:report/url url }))

10
src/cljc/auto_ap/ledger/reports.cljc
View File

@@ -564,14 +564,20 @@
:rows (reduce
(fn [rows category]
(into rows
;; TODO colspan ?
(cons [{:value (str (client-codes (:client-id category)) " - " (:location category) " - " (name (:category category)) " - " (:name (:account category)) )
:colspan 5}]
}
{:value ""}
{:value ""}
{:value ""}
{:value ""}]
(map
(fn [je]
[{:value (user-friendly-date (:date je))}
{:value (or (:description je)
(:name (:vendor je)))}
(:name (:vendor je))
"")}
{:value (get-in je [:line-items 0 :debit])
:format :dollar}
{:value (get-in je [:line-items 0 :credit])

16
src/cljs/auto_ap/views/pages/ledger/profit_and_loss_detail.cljs
View File

@@ -99,11 +99,11 @@ NOTE: Please review the transactions we may have question for you here: https://
{:dispatch [::modal/modal-requested {:title "Your report is ready"
:body [:div
[:div "Click "
[:a {:href (-> result :profit-and-loss-pdf :url) :target "_new"} "here"] " to view it."]
[:a {:href (-> result :journal-detail-report-pdf :url) :target "_new"} "here"] " to view it."]
(when (and single-client? (seq client-emails))
[:div "Once you've confirmed you're happy with it, click "
[:a {:href (str "mailto:" (str/join ";" (map :email client-emails)) "?body=" (email-body (-> result :profit-and-loss-pdf :url))
"&subject=" (-> result :profit-and-loss-pdf :name) " is ready")}
[:a {:href (str "mailto:" (str/join ";" (map :email client-emails)) "?body=" (email-body (-> result :journal-detail-report-pdf :url))
"&subject=" (-> result :journal-detail-report-pdf :name) " is ready")}
"here"] " to open your email client and to send it to " (str/join "," (map (fn [e]
(str (:email e) " (" (:description e) ")"))
client-emails)) "."])]}]})))
@@ -113,11 +113,13 @@ NOTE: Please review the transactions we may have question for you here: https://
(fn [{:keys [db user]}]
(cond-> {:graphql {:token user
:owns-state {:single ::page}
:query-obj {:venia/queries [[:profit-and-loss-pdf
:query-obj {:venia/queries [[:journal-detail-report-pdf
{:client-ids (map (comp :id :client) (:clients (:data db)))
:include-deltas (:include-deltas (:data db))
:column-per-location (:column-per-location (:data db))
:periods (mapv #(select-keys % #{:start :end}) (:periods (:data db)))}
:date-range {:start (date->str (:start (:date-range (:data db))) standard)
:end (date->str (:end (:date-range (:data db))) standard)}
:categories [:sales
:cogs
:payroll]}
[:url :name]]]}
:on-success [::received-pdf]}
:set-uri-params {:date-range (:date-range (:data db))