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Recalculates running balance as report is run

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Bryce
2025-02-08 22:14:24 -08:00
parent d078fb8a15
commit 38ed981cba
3 changed files with 79 additions and 70 deletions
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8
src/clj/auto_ap/ssr/ledger/balance_sheet.clj
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@@ -4,7 +4,7 @@
[auto-ap.datomic
:refer [conn pull-many]]
[auto-ap.graphql.utils :refer [assert-can-see-client]]
[auto-ap.ledger :refer [build-account-lookup]]
[auto-ap.ledger :refer [build-account-lookup upsert-running-balance]]
[auto-ap.ledger.reports :as l-reports]
[auto-ap.logging :as alog]
[auto-ap.pdf.ledger :refer [table->pdf]]
@@ -72,6 +72,8 @@
_ (doseq [client-id client-ids]
(assert-can-see-client (:identity request) client-id))
_ (upsert-running-balance (into #{} client-ids))
lookup-account (->> client-ids
(map (fn build-lookup [client-id]
[client-id (build-account-lookup client-id)]))
@@ -184,10 +186,10 @@
(defn make-balance-sheet-pdf [request report]
(let [ output-stream (ByteArrayOutputStream.)
(let [output-stream (ByteArrayOutputStream.)
client-count (count (or (seq (:client (:query-params request)))
(seq (:client (:form-params request)))))
date (:date (:query-params request))]
date (:date (:query-params request)) ]
(pdf/pdf
(-> [{:left-margin 10 :right-margin 10 :top-margin 15 :bottom-margin 15
:size :letter

6
src/clj/auto_ap/ssr/ledger/profit_and_loss.clj
View File

@@ -4,7 +4,7 @@
[auto-ap.datomic
:refer [conn pull-many]]
[auto-ap.graphql.utils :refer [assert-can-see-client]]
[auto-ap.ledger :refer [build-account-lookup]]
[auto-ap.ledger :refer [build-account-lookup upsert-running-balance]]
[auto-ap.ledger.reports :as l-reports]
[auto-ap.logging :as alog]
[auto-ap.pdf.ledger :refer [table->pdf]]
@@ -33,8 +33,7 @@
[config.core :refer [env] :as env]
[datomic.api :as dc]
[iol-ion.utils :refer [by]]
[malli.core :as mc]
[medley.core :refer [map-vals]])
[malli.core :as mc])
(:import
[java.util UUID]
[org.apache.commons.io.output ByteArrayOutputStream]))
@@ -76,6 +75,7 @@
(when (and (seq periods) client)
(let [client (if (= :all client) (take 5 (:clients request)) client)
client-ids (map :db/id client)
_ (upsert-running-balance (into #{} client-ids))
_ (doseq [client-id client-ids]
(assert-can-see-client (:identity request) client-id))