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Balance sheets work multiple clients

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Bryce
2023-09-02 21:37:12 -07:00
parent a891046084
commit 1d87687949
3 changed files with 204 additions and 89 deletions
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29
src/clj/auto_ap/graphql/ledger.clj
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@@ -162,15 +162,32 @@
(defn get-balance-sheet [context args _]
(let [client-id (:client_id args)
client-ids (or (some-> client-id vector)
(filter identity (:client_ids args)))
_ (assert-can-see-client (:id context) client-id)
_ (when (not (seq client-ids))
(throw (ex-info "Please select a client." {:validation-error "Please select a client."})))
_ (doseq [client-id client-ids]
(assert-can-see-client (:id context) client-id))
end-date (coerce/to-date (:date args))
comparable-date (coerce/to-date (:comparison_date args))
all-ledger-entries (full-ledger-for-client client-id)
lookup-account (build-account-lookup client-id)]
all-ledger-entries (->> client-ids
(map (fn [client-id]
[client-id (full-ledger-for-client client-id)]))
(into {}))
lookup-account (->> client-ids
(map (fn [client-id]
[client-id (build-account-lookup client-id)]))
(into {}))]
(log/info "Running balance sheet with " args)
(cond-> {:balance-sheet-accounts (roll-up-until lookup-account all-ledger-entries end-date)}
(:include_comparison args) (assoc :comparable-balance-sheet-accounts (roll-up-until lookup-account all-ledger-entries comparable-date))
(cond-> {:balance-sheet-accounts (mapcat
#(roll-up-until (lookup-account %) (all-ledger-entries %) end-date )
client-ids)
}
(:include_comparison args) (assoc :comparable-balance-sheet-accounts (mapcat
#(roll-up-until (lookup-account %) (all-ledger-entries %) comparable-date )
client-ids))
true ->graphql)))
(defn get-profit-and-loss [context args _]
@@ -747,7 +764,7 @@
(def queries
{:balance_sheet {:type :balance_sheet
:args {:client_id {:type :id}
:args {:client_ids {:type '(list :id)}
:include_comparison {:type 'Boolean}
:date {:type :iso_date}
:comparison_date {:type :iso_date}}
@@ -792,7 +809,7 @@
:resolve :cash-flows-pdf}
:balance_sheet_pdf {:type :report_pdf
:args {:client_id {:type :id}
:args {:client_ids {:type '(list :id)}
:include_comparison {:type 'Boolean}
:date {:type :iso_date}
:comparison_date {:type :iso_date}}