Able to send email version
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@@ -598,13 +598,15 @@
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:profit_and_loss {:type :profit_and_loss_report
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:args {:client_id {:type :id}
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:client_ids {:type '(list :id)}
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:periods {:type '(list :date_range)}}
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:periods {:type '(list :date_range)}
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:include_deltas {:type 'Boolean}}
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:resolve :get-profit-and-loss}
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:profit_and_loss_pdf {:type :profit_and_loss_pdf
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:args {:client_id {:type :id}
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:client_ids {:type '(list :id)}
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:periods {:type '(list :date_range)}}
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:periods {:type '(list :date_range)}
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:include_deltas {:type 'Boolean}}
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:resolve :profit-and-loss-pdf}
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:ledger_page {:type :ledger_page
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@@ -15,10 +15,6 @@
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(java.text DecimalFormat)
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(java.util UUID)))
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(defn distribute [nums]
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(let [sum (reduce + 0 nums)]
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(map #(* 100 (/ % sum)) nums)))
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(defn date->str [d]
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(atime/unparse-local d atime/normal-date))
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@@ -82,7 +78,7 @@
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(->> data
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(filter (comp in-range? :numeric-code))
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(group-by (juxt :client-id :location))
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(filter (fn [[k as]]
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(filter (fn [[_ as]]
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(not (dollars-0? (reduce + 0 (map :amount as))))))
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(mapcat second)
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(map (fn [a]
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@@ -105,7 +101,7 @@
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(defn best-category [a]
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(->> ranges
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(filter (fn [[category [start end]]]
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(filter (fn [[_ [start end]]]
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(<= start (:numeric-code a) end)))
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first
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first))
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@@ -192,7 +188,9 @@
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(into [title]
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(mapcat
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(fn [v p d]
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[v p d])
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(if (:include-deltas (:args pnl-data))
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[v p d]
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[v p]))
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row
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percent-of-sales
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deltas))
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@@ -204,27 +202,29 @@
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(defn headers [pnl-data header-title]
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(let [big-header (into [{:value header-title
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:bold true}]
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(map-indexed (fn [i p]
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{:value
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(str (date->str (:start p))
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" - "
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(date->str (:end p)))
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:colspan 3
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:align :center
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:bold true})
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(:periods (:args pnl-data))))
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(map (fn [p]
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{:value
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(str (date->str (:start p))
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" - "
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(date->str (:end p)))
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:colspan (if (-> pnl-data :args :include-deltas)
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3
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2)
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:align :center
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:bold true})
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(:periods (:args pnl-data))))
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sub-header (into [{:value ""}]
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(mapcat
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(fn [_]
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[{:value "Amount"
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:align :right
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:bold true}
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{:value "% Sales"
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:align :right
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:bold true}
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{:value "Change"
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:align :right
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:bold true}])
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(cond-> [{:value "Amount"
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:align :right
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:bold true}
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{:value "% Sales"
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:align :right
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:bold true}]
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(-> pnl-data :args :include-deltas) (conj {:value "Change"
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:align :right
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:bold true})))
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(:periods (:args pnl-data))))]
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[big-header
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sub-header]))
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@@ -442,9 +442,11 @@
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(into [new-table]
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(split-table remaining n))))))
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(defn break-apart-tables [tables]
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(defn break-apart-tables [pnl-data tables]
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(for [table tables
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table (split-table table 10)]
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table (split-table table (if (:include-deltas (:args pnl-data))
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10
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9))]
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table))
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(defn make-pnl [args data]
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@@ -462,7 +464,8 @@
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(:accounts p2))
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)
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(:periods args)))
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report (summarize-pnl (PNLData. (assoc args :deltas true) data (by :db/id clients)))
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pnl-data (PNLData. args data (by :db/id clients))
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report (summarize-pnl pnl-data)
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output-stream (ByteArrayOutputStream.)]
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(pdf/pdf
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(into
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@@ -470,7 +473,8 @@
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:orientation :landscape
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:font {:size 8}}
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[:heading (str "Profit and Loss - " (str/join ", " (map :client/name clients)))]]
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(for [table (break-apart-tables (concat (:summaries report)
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(for [table (break-apart-tables pnl-data
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(concat (:summaries report)
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(:details report)))]
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(table->pdf table)))
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output-stream)
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@@ -169,7 +169,6 @@
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(fn [db [_ data]]
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(-> db (assoc :report (:profit-and-loss data)))))
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(re-frame/reg-sub
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::period-inputs
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(fn [db]
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@@ -211,13 +210,33 @@
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:clients (mapv #(select-keys % [:name :id]) (:clients (:data db))) }
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:db (dissoc db :report)})))
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(defn email-body [report-url]
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(js/encodeURIComponent
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(str
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"Your profit and loss report is now ready.
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Please download it by clicking this link: " report-url)))
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(re-frame/reg-event-fx
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::received-pdf
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(fn [_ [_ result]]
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(println result)
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{:dispatch [::modal/modal-requested {:title "Your report is ready"
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:body [:div
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[:div "Click " [:a {:href (-> result :profit-and-loss-pdf :report-url) :target "_new"} "here"] " to view it."]]}]}))
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[(re-frame/inject-cofx ::inject/sub [::subs/clients-by-id])]
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(fn [{:keys [db ::subs/clients-by-id]} [_ result]]
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(let [selected-clients (-> db ::forms/forms ::form :data :clients)
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single-client? (= (count selected-clients)
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1)
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client-email (when single-client?
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(-> clients-by-id
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(get (:id (first selected-clients)))
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:email))]
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{:dispatch [::modal/modal-requested {:title "Your report is ready"
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:body [:div
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[:div "Click "
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[:a {:href (-> result :profit-and-loss-pdf :report-url) :target "_new"} "here"] " to view it."]
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(when single-client?
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[:div "Once you've confirmed you're happy with it, click "
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[:a {:href (str "mailto:" (or client-email "client@xyz.com") "?body=" (email-body (-> result :profit-and-loss-pdf :report-url)))}
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"here"] " to open your email client and to send it to " (str (or client-email "client@xyz.com")) "."])]}]})))
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(re-frame/reg-event-fx
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::export-pdf
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[with-user (forms/in-form ::form)]
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@@ -226,6 +245,7 @@
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:owns-state {:single ::page}
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:query-obj {:venia/queries [[:profit-and-loss-pdf
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{:client-ids (map :id (:clients (:data db)))
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:include-deltas (:include-deltas (:data db))
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:periods (mapv (fn [[start end] ] {:start (date->str start standard) :end (date->str end standard)} )
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(:periods (:data db)))}
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[:report_url]]]}
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@@ -239,7 +259,7 @@
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(re-frame/reg-event-db
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::change
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::change-internal
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(forms/change-handler ::form
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(fn [data field value]
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(cond
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@@ -260,6 +280,13 @@
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:else nil)
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)))
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(re-frame/reg-event-fx
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::change
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[with-user (forms/in-form ::form)]
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(fn [{:keys [db]} [_ & event]]
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{:db (dissoc db :report)
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:dispatch (into [::change-internal] event)}))
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(defn data-params->query-params [params client-id]
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(when params
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@@ -956,8 +983,7 @@
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(re-frame/reg-event-fx
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::unmounted-pnl
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(fn [{:keys [db]} _]
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{:dispatch [::data-page/dispose ::ledger]
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::track/dispose {:id ::ledger-params}}))
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{::track/dispose {:id ::ledger-params}}))
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(re-frame/reg-event-fx
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::mounted-pnl
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@@ -974,9 +1000,9 @@
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:clients (or (:clients qp)
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[(some-> @(re-frame/subscribe [::subs/client]) (select-keys [:name :id]))])
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:include-deltas true})
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::track/register {:id ::ledger-params
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::track/register {:id ::ledger-params
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:subscription [::data-page/params ::ledger]
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:event-fn (fn [params] [::ledger-params-change params])}})))
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:event-fn (fn [params] [::ledger-params-change params])}})))
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(defn ledger-list [_ ]
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[:div [:a.delete.is-pulled-right {:on-click (dispatch-event [::ledger-list-closing])}]
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