notid/integreat
1
0
Fork 0
Code Issues Pull Requests 2 Actions Packages Projects Releases Wiki Activity

Balance sheets work multiple clients

Browse Source
This commit is contained in:
Bryce
2023-09-02 21:37:12 -07:00
parent a891046084
commit 1d87687949
3 changed files with 204 additions and 89 deletions
Download Patch File Download Diff File Expand all files Collapse all files

137
src/cljs/auto_ap/views/pages/ledger/balance_sheet.cljs
View File

@@ -13,12 +13,14 @@
[auto-ap.views.pages.ledger.report-table :as rtable]
[auto-ap.views.pages.ledger.side-bar :refer [ledger-side-bar]]
[auto-ap.views.pages.ledger.table :as ledger-table]
[auto-ap.views.components.buttons :as buttons]
[auto-ap.views.utils
:refer [date-picker dispatch-event local-now with-user date->str standard]]
[cljs-time.core :as t]
[clojure.set :as set]
[clojure.string :as str]
[re-frame.core :as re-frame]
[react-dom :as react-dom]
[reagent.core :as reagent]
[vimsical.re-frame.cofx.inject :as inject]
[vimsical.re-frame.fx.track :as track]))
@@ -68,9 +70,10 @@
:graphql {:token user
:query-obj {:venia/queries [[:balance-sheet
(-> (:data db)
(assoc :client-id (:id client)))
[[:balance-sheet-accounts [:name :amount :account-type :id :numeric-code]]
[:comparable-balance-sheet-accounts [:name :amount :account-type :id :numeric-code]]]]]}
(dissoc :clients)
(assoc :client-ids (map (comp :id :client) (:clients (:data db)))))
[[:balance-sheet-accounts [:name :amount :account-type :id :numeric-code :client-id]]
[:comparable-balance-sheet-accounts [:name :amount :account-type :id :client-id :numeric-code]]]]]}
:owns-state {:single ::page}
:on-success [::received]}}))
@@ -110,7 +113,8 @@ NOTE: Please review the transactions we may have question for you here: https://
:graphql {:token user
:query-obj {:venia/queries [[:balance-sheet-pdf
(-> (:data db)
(assoc :client-id (:id client)))
(dissoc :clients)
(assoc :client-ids (map (comp :id :client) (:clients (:data db)))))
[:url :name]]]}
:owns-state {:single ::page}
@@ -119,9 +123,9 @@ NOTE: Please review the transactions we may have question for you here: https://
(re-frame/reg-event-fx
::investigate-clicked
(fn [{:keys [db]} [_ {:keys [numeric-code date-range]}]]
(fn [{:keys [db]} [_ {:keys [numeric-code date-range client-id]}]]
{:db (-> db (assoc ::ledger-list-active? true))
:dispatch [::data-page/additional-params-changed ::ledger {:client-id (:id @(re-frame/subscribe [::subs/client]))
:dispatch [::data-page/additional-params-changed ::ledger {:client-id client-id
:numeric-code numeric-code
:date-range {:start "2000-01-01"
:end (date->str date-range standard)}}]}))
@@ -168,43 +172,77 @@ NOTE: Please review the transactions we may have question for you here: https://
(fn [{:keys [db]} _]
{:db (forms/start-form db ::form {:date (local-now)
:comparison-date (t/minus (local-now) (t/years 1))
:clients (mapv (fn [c] {:client c :id (random-uuid)})
[(some-> @(re-frame/subscribe [::subs/client]) (select-keys [:name :id]) )])
:include-comparison false})
::track/register {:id ::ledger-params
:subscription [::data-page/params ::ledger]
:event-fn (fn [params] [::ledger-params-change params])}}))
(defn report-control-detail [{:keys [active box which]} children]
(when (and @box
(= which @active))
(react-dom/createPortal (reagent/as-element
[:div.notification.is-light
[:a.delete {:on-click (fn [] (reset! active nil))}]
children
])
@box)))
(defn report-form []
(let [{:keys [data]} @(re-frame/subscribe [::forms/form ::form])]
[form-builder/builder {:change-event [::change]
:submit-event [::report-requested]
:id ::form}
[:div
[:div.report-controls
[:div.level
[:div.level-left
[:div.level-item
[:div.control
[form-builder/field-v2 {:field :date}
"Date"
[date-picker {:output :cljs-date}]]]]
[:div.level-item
[form-builder/field-v2 {:field :include-comparison}
[:div.mt-5]
[com/switch-input {:id "include-comparison"
:label "Include compariison"}]]]
[:div.level-item
(let [!box (atom nil)
active (reagent/atom nil)]
(fn []
(let [{:keys [data]} @(re-frame/subscribe [::forms/form ::form])]
[form-builder/builder {:change-event [::change]
:submit-event [::report-requested]
:id ::form}
[:div
[:div.report-controls
[:div.level
[:div.level-left
[:div.level-item
[:div.mt-5
[buttons/dropdown {:on-click (fn [] (reset! active :clients))}
[:span (str "Companies"
(when-let [clients (:clients data)]
(str " (" (str/join ", " (map (comp :name :client) clients)) ")")))]]
[report-control-detail {:active active :box !box :which :clients}
[:div {:style {:width "20em"}}
[:h4.subtitle "Companies"]
[form-builder/raw-field-v2 {:field :clients}
[com/multi-field-v2 {:new-text "Add another company"
:template [[form-builder/raw-field-v2 {:field :client}
[com/entity-typeahead {:entities @(re-frame/subscribe [::subs/clients])
:style {:width "18em"}
:entity->text :name}]]]
:key-fn :id}]]]]]]
[:div.level-item
[:div.control
[form-builder/field-v2 {:field :date}
"Date"
[date-picker {:output :cljs-date}]]]]
[:div.level-item
[form-builder/field-v2 {:field :include-comparison}
[:div.mt-5]
[com/switch-input {:id "include-comparison"
:label "Include compariison"}]]]
[:div.level-item
(when (boolean (:include-comparison data))
[form-builder/field-v2 {:field :comparison-date}
"Comparison Date"
[date-picker {:output :cljs-date}]])]]
[:div.level-right
[:div.buttons
(when (boolean (:include-comparison data))
[form-builder/field-v2 {:field :comparison-date}
"Comparison Date"
[date-picker {:output :cljs-date}]])]]
[:div.level-right
[:div.buttons
(when @(re-frame/subscribe [::subs/is-admin?])
[:button.button.is-secondary {:on-click (dispatch-event [::export-pdf])} "Export"])
[:button.button.is-primary "Run"]]]]]]]))
(when @(re-frame/subscribe [::subs/is-admin?])
[:button.button.is-secondary {:on-click (dispatch-event [::export-pdf])} "Export"])
[:button.button.is-primary "Run"]]]]
[:div.report-control-detail {:ref (fn [el]
(when (not= @!box el)
(reset! !box el)))}]]]
]))))
(defn balance-sheet-report [{:keys [args report-data]}]
(let [pnl-data (concat (->> (:balance-sheet-accounts report-data)
@@ -222,9 +260,10 @@ NOTE: Please review the transactions we may have question for you here: https://
[k (:name v)]))
(into {}))
pnl-data (l-reports/->PNLData args pnl-data client-names)
report (l-reports/summarize-balance-sheet pnl-data)]
[rtable/table {:widths (cond-> [30 13]
(:include-comparison args) (into [13 13]))
report (l-reports/summarize-balance-sheet pnl-data)
client-count (count (set (map :client-id (:data pnl-data))))]
[rtable/table {:widths (cond-> (into [30 ] (repeat 13 client-count))
(:include-comparison args) (into (repeat 13 (* 2 client-count))))
:click-event ::investigate-clicked
:table report}]))
@@ -232,21 +271,17 @@ NOTE: Please review the transactions we may have question for you here: https://
(let [current-client @(re-frame/subscribe [::subs/client])
status @(re-frame/subscribe [::status/single ::page])
{params :data report :report} @(re-frame/subscribe [::forms/form ::form])]
(if current-client
[:div.is-inline
[status/status-notification {:statuses [[::status/single ::page]]}]
[report-form]
[:div.is-inline
[status/status-notification {:statuses [[::status/single ::page]]}]
[report-form]
[status/big-loader status]
(when (and (not= :loading (:state status))
report)
[balance-sheet-report {:args (assoc params
:periods (filter identity (cond-> [(:date params)]
(:include-comparison params) (conj (:comparison-date params)))))
:report-data report}])]
[:div
[:h1.title "Balance sheet"]
[:h2.subtitle "Please choose a client first"]])))
[status/big-loader status]
(when (and (not= :loading (:state status))
report)
[balance-sheet-report {:args (assoc params
:periods (filter identity (cond-> [(:date params)]
(:include-comparison params) (conj (:comparison-date params)))))
:report-data report}])]))
(defn ledger-list [_ ]
[:div [:a.delete.is-pulled-right {:on-click (dispatch-event [::ledger-list-closing])}]