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adding most simple balance sheet report.

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This commit is contained in:
Bryce Covert
2019-04-11 22:46:30 -07:00
parent effbff04c6
commit 6ab9d89dfd
13 changed files with 298 additions and 74 deletions
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4
src/cljs/auto_ap/routes.cljs
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@@ -21,4 +21,6 @@
"voided" :voided-invoices
"new" :new-invoice}
"transactions/" {"" :transactions}
"ledger/" {"" :ledger}}])
"ledger/" {"" :ledger
"profit-and-loss" :profit-and-loss
"balance-sheet" :balance-sheet}}])

1
src/cljs/auto_ap/subs.cljs
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@@ -30,7 +30,6 @@
:<- [::clients]
:<- [::client]
(fn [[clients client]]
(println client)
(if client
(:bank-accounts client)
(reduce (fn [result {:keys [bank-accounts]}]

8
src/cljs/auto_ap/views/main.cljs
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@@ -13,6 +13,8 @@
[auto-ap.views.pages.needs-activation :refer [needs-activation-page]]
[auto-ap.views.pages.transactions :refer [transactions-page]]
[auto-ap.views.pages.ledger :refer [ledger-page]]
[auto-ap.views.pages.ledger.balance-sheet :refer [balance-sheet-page]]
[auto-ap.views.pages.ledger.profit-and-loss :refer [profit-and-loss-page]]
[auto-ap.views.pages.login :refer [login-page]]
[auto-ap.views.pages.checks :refer [checks-page]]
[auto-ap.views.pages.admin :refer [admin-page]]
@@ -50,6 +52,12 @@
(defmethod page :ledger [_]
(ledger-page))
(defmethod page :profit-and-loss [_]
(profit-and-loss-page))
(defmethod page :balance-sheet [_]
(balance-sheet-page))
(defmethod page :admin [_]
(admin-page))

14
src/cljs/auto_ap/views/pages/ledger.cljs
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@@ -4,14 +4,18 @@
[auto-ap.subs :as subs]
[auto-ap.views.components.bank-account-filter :refer [bank-account-filter]]
[auto-ap.views.components.layouts :refer [appearing-side-bar side-bar-layout]]
[auto-ap.routes :as routes]
[auto-ap.views.components.modal :refer [action-modal]]
[bidi.bidi :as bidi]
[auto-ap.views.components.paginator :refer [paginator]]
[auto-ap.views.components.sorter :refer [sorted-column]]
[auto-ap.views.pages.ledger.table :as table]
[auto-ap.views.pages.ledger.side-bar :refer [ledger-side-bar]]
[auto-ap.views.pages.transactions.common :refer [transaction-read]]
[auto-ap.utils :refer [replace-by]]
[auto-ap.views.pages.transactions.manual :as manual]
[auto-ap.views.utils :refer [bind-field date->str dispatch-event nf]]
[auto-ap.views.utils :refer [bind-field date->str dispatch-event nf active-when]]
[goog.string :as gstring]
[re-frame.core :as re-frame]))
@@ -90,12 +94,6 @@
(defn ledger-page []
[side-bar-layout
{:side-bar [:div
[:p.menu-label "Bank Account"]
[:div
[bank-account-filter
{:on-change-event [::change-selected-bank-account]
:value (:bank-acount-filter @(re-frame/subscribe [::ledger-page]))
:bank-accounts @(re-frame/subscribe [::subs/bank-accounts])}]]]
{:side-bar [ledger-side-bar]
:main [ledger-content]}])

113
src/cljs/auto_ap/views/pages/ledger/balance_sheet.cljs Normal file
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@@ -0,0 +1,113 @@
(ns auto-ap.views.pages.ledger.balance-sheet
(:require [auto-ap.subs :as subs]
[auto-ap.views.components.layouts :refer [side-bar-layout]]
[goog.string :as gstring]
[auto-ap.views.pages.ledger.side-bar :refer [ledger-side-bar]]
[auto-ap.views.utils :refer [date->str date-picker bind-field]]
[cljs-time.core :as t]
[re-frame.core :as re-frame]))
(re-frame/reg-sub
::report
(fn [db]
(-> db ::report)))
(re-frame/reg-sub
::assets
(fn [db]
(->> db ::report :balance-sheet-groupings (filter (fn [{:keys [grouping-type]}] (= "Assets" grouping-type))))))
(re-frame/reg-sub
::liabilities
(fn [db]
(->> db ::report :balance-sheet-groupings (filter (fn [{:keys [grouping-type]}] (= "Liabilities" grouping-type))))))
(re-frame/reg-event-db
::received
(fn [db [_ data]]
(-> db
(assoc ::report (:balance-sheet data))
(assoc-in [:status :loading] false))))
(re-frame/reg-sub
::params
(fn [db]
(-> db ::params)))
(re-frame/reg-event-fx
::params-change
(fn [cofx [_ params]]
{:db (-> (:db cofx)
(assoc-in [:status :loading] true)
(assoc-in [::params] params))
:graphql {:token (-> cofx :db :user)
:query-obj {:venia/queries [[:balance-sheet
(assoc params
:client-id (:id @(re-frame/subscribe [::subs/client])))
[[:balance-sheet-groupings [:grouping-type :name [:accounts [:name :amount]]]]]]]}
:on-success [::received]}}))
(re-frame/reg-event-fx
::date-picked
(fn [cofx [_ _ date]]
(println "DATE" date)
{:dispatch [::params-change (assoc @(re-frame/subscribe [::params])
:date
date)]}))
(defn grouping [groupings]
[:table.table
(for [grouping groupings]
(list
[:tr [:td {:col-span "2"} "----" (:name grouping) "----"]]
(for [account (:accounts grouping)]
[:tr
[:td (:name account) ]
[:td.has-text-right (gstring/format "$%.2f" (:amount account))]]
)
[:tr [:td "----" (:name grouping) "----"]
[:td.has-text-right
(->> grouping
:accounts
(map :amount)
(map #(js/parseFloat %))
(reduce + 0)
(gstring/format "$%.2f" ))]]))])
(def balance-sheet-content
(with-meta
(fn []
(let [current-client @(re-frame/subscribe [::subs/client])
user @(re-frame/subscribe [::subs/user])
params @(re-frame/subscribe [::params])]
[:div
[:h1.title "Balance Sheet"]
[bind-field
[date-picker {:class-name "input"
:class "input"
:format-week-number (fn [] "")
:previous-month-button-label ""
:placeholder "mm/dd/yyyy"
:next-month-button-label ""
:next-month-label ""
:type "date"
:field [:date]
:event [::date-picked]
:popper-props (clj->js {:placement "right"})
:subscription params}]]
[:h2.title "Assets"]
[grouping @(re-frame/subscribe [::assets])]
[:h2.title "Liabilities"]
[grouping @(re-frame/subscribe [::liabilities])]
]))
{:component-will-mount #(re-frame/dispatch-sync [::params-change {}]) }))
(defn balance-sheet-page []
[side-bar-layout
{:side-bar [ledger-side-bar]
:main [balance-sheet-content]}])

11
src/cljs/auto_ap/views/pages/ledger/profit_and_loss.cljs Normal file
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@@ -0,0 +1,11 @@
(ns auto-ap.views.pages.ledger.profit-and-loss
(:require [auto-ap.views.pages.ledger.side-bar :refer [ledger-side-bar]]
[auto-ap.views.components.layouts :refer [side-bar-layout]]))
(defn profit-and-loss-content []
[:div "Profit and loss"])
(defn profit-and-loss-page []
[side-bar-layout
{:side-bar [ledger-side-bar]
:main [profit-and-loss-content]}])

32
src/cljs/auto_ap/views/pages/ledger/side_bar.cljs Normal file
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@@ -0,0 +1,32 @@
(ns auto-ap.views.pages.ledger.side-bar
(:require [auto-ap.routes :as routes]
[auto-ap.subs :as subs]
[auto-ap.views.utils :refer [active-when]]
[bidi.bidi :as bidi]
[re-frame.core :as re-frame]))
(defn ledger-side-bar []
(let [ap @(re-frame/subscribe [::subs/active-page])]
[:div
[:ul.menu-list
[:li.menu-item
[:a.item {:href (bidi/path-for routes/routes :ledger)
:class [(active-when ap = :ledger)]}
[:span {:class "icon icon-accounting-invoice-mail" :style {:font-size "25px"}}]
[:span {:class "name"} "Register"]]]
[:li.menu-item
[:a.item {:href (bidi/path-for routes/routes :profit-and-loss)
:class [(active-when ap = :profit-and-loss)]}
[:span {:class "icon icon-check-payment-give" :style {:font-size "25px"}}]
[:span {:class "name"} "Profit & Loss"]]]
[:li.menu-item
[:a.item {:href (bidi/path-for routes/routes :balance-sheet)
:class [(active-when ap = :balance-sheet)]}
[:span {:class "icon icon-bin-2" :style {:font-size "25px"}}]
[:span {:class "name"} "Balance Sheet"]]]
]]))