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trimming down profit and loss considerably.

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This commit is contained in:
Bryce Covert
2022-03-29 12:53:16 -07:00
parent ee6048329b
commit 3aea1d5e45
3 changed files with 207 additions and 497 deletions
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32
src/cljc/auto_ap/ledger/reports.cljc
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@@ -100,14 +100,14 @@
first))
(defn filter-client [pnl-data client]
(-> pnl-data
(-> pnl-data
(update :data (fn [data]
((group-by :client-id data) client)))
(update :filters (fn [f]
(assoc f :client-id client)))))
(defn filter-location [pnl-data location]
(-> pnl-data
(-> pnl-data
(update :data (fn [data]
((group-by :location data) location)))
(update :filters (fn [f]
@@ -115,8 +115,8 @@
(defn filter-categories [pnl-data categories]
(update pnl-data :data (fn [data]
(mapcat identity
((apply juxt categories)
(mapcat identity
((apply juxt categories)
(group-by best-category data))))))
(defn filter-period [pnl-data period]
@@ -157,14 +157,16 @@
(defn subtotal-row [pnl-data title & [cell-args]]
(into [{:value title
:bold true
:filters (:filters pnl-data)}]
:filters (when (:from-numeric-code (:filters pnl-data)) ;; don't allow filtering when you don't at least filter numeric codes
(:filters pnl-data))}]
(map
(fn [p]
(let [data (filter-period pnl-data p)]
(merge
{:format :dollar
:value (aggregate-accounts data)
:filters (:filters data)}
:filters (when (:from-numeric-code (:filters pnl-data)) ;; don't allow filtering when you don't at least filter numeric codes
(:filters pnl-data))}
cell-args)))
(-> pnl-data :args :periods))))
@@ -278,11 +280,13 @@
(into [{:value name}]
(map
(fn [p]
{:format :dollar
:value (-> pnl-data
(filter-numeric-code numeric-code numeric-code)
(filter-period p)
(aggregate-accounts))})
(let [pnl-data (-> pnl-data
(filter-numeric-code numeric-code numeric-code)
(filter-period p)
)]
{:format :dollar
:filters (:filters pnl-data)
:value (aggregate-accounts pnl-data)}))
(-> pnl-data :args :periods)))))
(conj (subtotal-row pnl-data "" {:border [:top]})))]
@@ -339,7 +343,7 @@
(location-summary-table (-> pnl-data
(filter-client client-id)
(filter-location location))
(str (-> pnl-data :clients-by-id (get client-id) :client/name) " (" location ") Summary")))
(str (-> pnl-data :clients-by-id (get client-id)) " (" location ") Summary")))
:details (for [[client-id location] (locations (:data pnl-data))]
(location-detail-table (-> pnl-data
(filter-client client-id)
@@ -347,9 +351,9 @@
(assoc :prefix location))
(-> pnl-data
(filter-client client-id))
(str (-> pnl-data :clients-by-id (get client-id) :client/name) " (" location ") Detail")))})
(str (-> pnl-data :clients-by-id (get client-id)) " (" location ") Detail")))})
(defrecord PNLData [args data clients-by-id])
(defrecord PNLData [args data client-names])