cash flows

This commit is contained in:
2024-10-26 00:20:10 -07:00
parent 864ecec1b2
commit 7ee99b3542
11 changed files with 200 additions and 243 deletions

View File

@@ -152,7 +152,7 @@ const getFourWeekPeriods = endDate => {
if (!endDate) { if (!endDate) {
endDate= formatDateMMDDYYYY(new Date()) endDate= formatDateMMDDYYYY(new Date())
} }
let periods = []; let periods = [endDate];
for (let i = 0; i < 13; i++) { for (let i = 0; i < 13; i++) {
const currentDate = new Date(parseMMDDYYYY(endDate).getTime()); const currentDate = new Date(parseMMDDYYYY(endDate).getTime());
currentDate.setDate(currentDate.getDate() - 28 * (i + 1)); currentDate.setDate(currentDate.getDate() - 28 * (i + 1));
@@ -161,6 +161,27 @@ const getFourWeekPeriods = endDate => {
return periods; return periods;
}; };
function getFourWeekPeriodsPeriods(endDate) {
// Determine today's date based on data or current local date
const today = endDate ? parseMMDDYYYY(endDate) : new Date();
// Calculate the total period
const totalStart = dateFns.addDays(dateFns.subWeeks(today, 13 * 4), 1);
// Construct the array of periods
return [
{
start: dateFns.format(totalStart, 'MM/dd/yyyy'),
end: dateFns.format(today, 'MM/dd/yyyy'),
title: "Total"
},
...Array.from({ length: 13 }, (_, i) => ({
start: dateFns.format(dateFns.addDays(dateFns.subWeeks(today, (i + 1) * 4), 1), 'MM/dd/yyyy'),
end: dateFns.format(dateFns.subWeeks(today, i * 4), 'MM/dd/yyyy')
}))
];
}
const withLastYear = (date) => { const withLastYear = (date) => {
if (!date) { if (!date) {
@@ -178,6 +199,38 @@ const withLastYear = (date) => {
return [formatDateMMDDYYYY(originalDate), formatDateMMDDYYYY(priorYearDate)]; return [formatDateMMDDYYYY(originalDate), formatDateMMDDYYYY(priorYearDate)];
} }
const lastYearPeriod = (date) => {
if (!date) {
date= new Date()
} else {
date = parseMMDDYYYY(date)
}
const originalYear = date.getFullYear();
const priorYear = originalYear - 1;
// Create new Date objects for both years
const originalDate = new Date(originalYear, date.getMonth(), date.getDate());
const priorYearDate = new Date(priorYear, date.getMonth(), date.getDate());
return {end: formatDateMMDDYYYY(originalDate), start: formatDateMMDDYYYY(priorYearDate)};
}
const calendarYearPeriod = (date) => {
if (!date) {
date= new Date()
} else {
date = parseMMDDYYYY(date)
}
const originalYear = date.getFullYear();
const priorYear = originalYear - 1;
// Create new Date objects for both years
const start = new Date(originalYear, 0, 1);
const end = new Date(originalYear, 11, 31);
return {end: formatDateMMDDYYYY(end), start: formatDateMMDDYYYY(start)};
}
initMultiDatepicker = function(elem, startingValue) { initMultiDatepicker = function(elem, startingValue) {
const modalParent = elem.closest('#modal-content'); const modalParent = elem.closest('#modal-content');
if (modalParent) { if (modalParent) {
@@ -185,7 +238,15 @@ initMultiDatepicker = function(elem, startingValue) {
} else { } else {
return new Datepicker(elem, {format: "mm/dd/yyyy", autohide: false, maxNumberOfDates: 12, dateDelimiter: ", "}); return new Datepicker(elem, {format: "mm/dd/yyyy", autohide: false, maxNumberOfDates: 12, dateDelimiter: ", "});
} }
}
initCalendar = function(elem, startingValue) {
const modalParent = elem.closest('#modal-content');
if (modalParent) {
return new Datepicker(elem, {format: "mm/dd/yyyy", autohide: false, container: "#modal-content .modal-card"});
} else {
return new Datepicker(elem, {format: "mm/dd/yyyy", autohide: false, });
}
} }

File diff suppressed because one or more lines are too long

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@@ -39,7 +39,8 @@
(def money-input inputs/money-input-) (def money-input inputs/money-input-)
(def int-input inputs/int-input-) (def int-input inputs/int-input-)
(def date-input inputs/date-input-) (def date-input inputs/date-input-)
(def multi-date-input inputs/multi-date-input-) (def multi-calendar-input inputs/multi-calendar-input-)
(def calendar-input inputs/calendar-input-)
(def hidden inputs/hidden-) (def hidden inputs/hidden-)
(def select inputs/select-) (def select inputs/select-)
(def typeahead inputs/typeahead-) (def typeahead inputs/typeahead-)

View File

@@ -89,7 +89,7 @@
(let [selected (cond (let [selected (cond
(#{::invoice-route/all-page ::invoice-route/unpaid-page ::invoice-route/voided-page ::invoice-route/paid-page ::oi-routes/new ::invoice-route/import-page :invoice-glimpse :invoice-glimpse-textract-invoice} (:matched-route request)) (#{::invoice-route/all-page ::invoice-route/unpaid-page ::invoice-route/voided-page ::invoice-route/paid-page ::oi-routes/new ::invoice-route/import-page :invoice-glimpse :invoice-glimpse-textract-invoice} (:matched-route request))
"invoices" "invoices"
(#{:pos-sales :pos-expected-deposits :pos-tenders :pos-refunds :pos-cash-drawer-shifts} (:matched-route request)) (#{:pos-sales :pos-expected-deposits :pos-tenders :pos-refunds :pos-cash-drawer-shifts} (:matched-route request))
"sales" "sales"
(#{::payment-routes/all-page ::payment-routes/pending-page ::payment-routes/cleared-page ::payment-routes/voided-page} (:matched-route request)) (#{::payment-routes/all-page ::payment-routes/pending-page ::payment-routes/cleared-page ::payment-routes/voided-page} (:matched-route request))
@@ -152,15 +152,15 @@
#_(when (can? (:identity request) #_(when (can? (:identity request)
{:subject :invoice {:subject :invoice
:activity :import}) :activity :import})
(menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes (menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes
:invoice-glimpse)) :invoice-glimpse))
:active? (= :invoice-glimpse (:matched-route request)) :active? (= :invoice-glimpse (:matched-route request))
:hx-boost "true"} :hx-boost "true"}
[:div.flex.gap-2 [:div.flex.gap-2
"Glimpse" "Glimpse"
(tags/pill- {:color :secondary} "Beta")])) (tags/pill- {:color :secondary} "Beta")]))
(when (can? (:identity request) (when (can? (:identity request)
@@ -303,8 +303,20 @@
:profit-and-loss-detail)} "Profit & Loss Detail") :profit-and-loss-detail)} "Profit & Loss Detail")
(menu-button- {:href (bidi/path-for client-routes/routes (menu-button- {:href (bidi/path-for client-routes/routes
:cash-flows)} "Cash Flows") :cash-flows)} "Cash Flows")
(if (is-admin? (:identity request))
(if (is-admin? (:identity request)) (menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes
::ledger-routes/cash-flows))
:active? (= ::ledger-routes/balance-sheet (:matched-route request))
:hx-boost "true"}
[:div.flex.gap-2
"Cash flows"
(tags/pill- {:color :secondary} "WIP")])
(menu-button- {:href (bidi/path-for client-routes/routes
:cash-flows)} "Cash flows"))
(when (is-admin? (:identity request))
(menu-button- {:href (bidi/path-for client-routes/routes
:cash-flows)} "Old Cash flows"))
(if (is-admin? (:identity request))
(menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes (menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes
::ledger-routes/balance-sheet)) ::ledger-routes/balance-sheet))
:active? (= ::ledger-routes/balance-sheet (:matched-route request)) :active? (= ::ledger-routes/balance-sheet (:matched-route request))
@@ -313,16 +325,15 @@
"Balance Sheet" "Balance Sheet"
(tags/pill- {:color :secondary} "WIP")]) (tags/pill- {:color :secondary} "WIP")])
(menu-button- {:href (bidi/path-for client-routes/routes (menu-button- {:href (bidi/path-for client-routes/routes
:balance-sheet)} "Balance Sheet")) :balance-sheet)} "Balance Sheet"))
(when (is-admin? (:identity request)) (when (is-admin? (:identity request))
(menu-button- {:href (bidi/path-for client-routes/routes (menu-button- {:href (bidi/path-for client-routes/routes
:balance-sheet)} "Old Balance Sheet")) :balance-sheet)} "Old Balance Sheet"))
(when (can? (:identity request) (when (can? (:identity request)
{:subject :ledger {:subject :ledger
:activity :import}) :activity :import})
(menu-button- {:href (bidi/path-for client-routes/routes (menu-button- {:href (bidi/path-for client-routes/routes
:external-import-ledger)} "External Ledger Import")) :external-import-ledger)} "External Ledger Import"))
(when (is-admin? (:identity request)) (when (is-admin? (:identity request))
(menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes (menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes
::ledger-routes/external-import-page) ::ledger-routes/external-import-page)

View File

@@ -189,14 +189,14 @@
(defn multi-typeahead- [params] (defn multi-typeahead- [params]
[:div.relative {:x-data (doto (hx/json {:baseUrl (if (str/includes? (:url params) "?") [:div.relative {:x-data (hx/json {:baseUrl (if (str/includes? (:url params) "?")
(str (:url params) "&q=") (str (:url params) "&q=")
(str (:url params) "?q=")) (str (:url params) "?q="))
:reset_elements (js-fn "function(e) { :reset_elements (js-fn "function(e) {
this.elements = [{value: 'all', label:'All'}].concat(e); this.elements = [{value: 'all', label:'All'}].concat(e);
this.active = -1 this.active = -1
}") }")
:toggle (js-fn "function(e) { :toggle (js-fn "function(e) {
if (e.value == 'all') { if (e.value == 'all') {
if (this.value.size > 0) { if (this.value.size > 0) {
this.value = new Set([]); this.value = new Set([]);
@@ -219,34 +219,33 @@
} }
} }
}") }")
:all_selected (boolean (= (:value params) :all)), :all_selected (boolean (= (:value params) :all)),
:value (cond :value (cond
(= :all (:value params)) (= :all (:value params))
["all"] ["all"]
(sequential? (:value params)) (sequential? (:value params))
(map (fn [v] ((:value-fn params identity) v)) (map (fn [v] ((:value-fn params identity) v))
(:value params)) (:value params))
:else :else
[]) [])
:tippy nil :tippy nil
:lookup (into {} :lookup (into {}
(when (sequential? (:value params)) (when (sequential? (:value params))
(map (fn [v] [((:value-fn params identity) v) (map (fn [v] [((:value-fn params identity) v)
((:content-fn params identity) v)]) ((:content-fn params identity) v)])
(:value params)))) (:value params))))
:x-init (str "$watch('value', v => $dispatch('change')); ") :x-init (str "$watch('value', v => $dispatch('change')); ")
:search "" :search ""
:active -1 :active -1
:elements (cond-> [{:value "all" :label "All"}] :elements (cond-> [{:value "all" :label "All"}]
(sequential? (:value params)) (sequential? (:value params))
(into (map (fn [v] (into (map (fn [v]
{:value ((:value-fn params identity) v) {:value ((:value-fn params identity) v)
:label ((:content-fn params identity) v)}) :label ((:content-fn params identity) v)})
(:value params)))) (:value params))))
:x-ref "r"}) :x-ref "r"})
println)
;; :x-modelable "value.value" TODO ;; :x-modelable "value.value" TODO
;; :x-model (:x-model params) TODO ;; :x-model (:x-model params) TODO
:x-init "value=new Set(value || []); "} :x-init "value=new Set(value || []); "}
@@ -351,7 +350,7 @@
(update :class #(str % (use-size size) " w-full")) (update :class #(str % (use-size size) " w-full"))
(dissoc :size))]]) (dissoc :size))]])
(defn multi-date-input- [{:keys [size] :as params}] (defn multi-calendar-input- [{:keys [size] :as params}]
(let [value (str/join ", " (let [value (str/join ", "
(for [v (:value params) (for [v (:value params)
:when v] :when v]
@@ -379,6 +378,30 @@
(update :class #(str % (use-size size) " w-full")) (update :class #(str % (use-size size) " w-full"))
(dissoc :size :name :x-model :x-modelable))]])) (dissoc :size :name :x-model :x-modelable))]]))
(defn calendar-input- [{:keys [size] :as params}]
(let [value (:value params)]
[:div.shrink {:x-data (hx/json {:value value
:dp nil })
:x-modelable "value"
:x-model (:x-model params) }
[:input {:type "hidden" :name (:name params) :x-model "value"}]
[:div
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(assoc :type "text")
(assoc :value value)
;; the data-date field has to be bound before the datepicker can be initialized
(assoc :x-init "$nextTick(() => { dp = initCalendar($el); ;}); ")
(assoc "x-effect" "if(dp) { dp.setDate(value); } ")
(assoc ":data-date" "value")
(assoc "@htmx:before-history-save" "destroyDatepicker(dp)" )
(assoc "@htmx:before-cleanup-element" "destroyDatepicker(dp)" )
(assoc "x-destroy" "destroyDatepicker(dp)")
(assoc "@change-date.camel" "value = dp.getDate(\"mm/dd/yyyy\");")
(update :class #(str % (use-size size) " w-full"))
(dissoc :size :name :x-model :x-modelable))]]))
(defn field-errors- [{:keys [source key]} & rest] (defn field-errors- [{:keys [source key]} & rest]

View File

@@ -1,51 +1,51 @@
(ns auto-ap.ssr.ledger (ns auto-ap.ssr.ledger
(:require [auto-ap.datomic (:require
[auto-ap.datomic
:refer [audit-transact audit-transact-batch conn pull-many :refer [audit-transact audit-transact-batch conn pull-many
remove-nils]] remove-nils]]
[auto-ap.datomic.accounts :as a] [auto-ap.datomic.accounts :as a]
[auto-ap.graphql.utils :refer [assert-admin assert-can-see-client [auto-ap.graphql.utils :refer [assert-admin assert-can-see-client
exception->notification exception->notification notify-if-locked]]
notify-if-locked]] [auto-ap.logging :as alog]
[auto-ap.logging :as alog] [auto-ap.permissions :refer [wrap-must]]
[auto-ap.permissions :refer [wrap-must]] [auto-ap.query-params :refer [wrap-copy-qp-pqp]]
[auto-ap.query-params :refer [wrap-copy-qp-pqp]] [auto-ap.routes.ledger :as route]
[auto-ap.routes.ledger :as route] [auto-ap.routes.utils
[auto-ap.routes.utils
:refer [wrap-client-redirect-unauthenticated]] :refer [wrap-client-redirect-unauthenticated]]
[auto-ap.solr :as solr] [auto-ap.solr :as solr]
[auto-ap.ssr-routes :as ssr-routes] [auto-ap.ssr-routes :as ssr-routes]
[auto-ap.ssr.components :as com] [auto-ap.ssr.components :as com]
[auto-ap.ssr.form-cursor :as fc] [auto-ap.ssr.form-cursor :as fc]
[auto-ap.ssr.grid-page-helper :as helper :refer [wrap-apply-sort]] [auto-ap.ssr.grid-page-helper :as helper :refer [wrap-apply-sort]]
[auto-ap.ssr.hx :as hx] [auto-ap.ssr.hx :as hx]
[auto-ap.ssr.ledger.balance-sheet :as balance-sheet] [auto-ap.ssr.ledger.balance-sheet :as balance-sheet]
[auto-ap.ssr.ledger.common :refer [bank-account-filter [auto-ap.ssr.ledger.cash-flows :as cash-flows]
default-read fetch-ids [auto-ap.ssr.ledger.common :refer [bank-account-filter default-read
grid-page query-schema]] fetch-ids grid-page query-schema]]
[auto-ap.ssr.ledger.investigate :as investigate] [auto-ap.ssr.ledger.investigate :as investigate]
[auto-ap.ssr.nested-form-params :refer [wrap-nested-form-params]] [auto-ap.ssr.nested-form-params :refer [wrap-nested-form-params]]
[auto-ap.ssr.svg :as svg] [auto-ap.ssr.svg :as svg]
[auto-ap.ssr.ui :refer [base-page]] [auto-ap.ssr.ui :refer [base-page]]
[auto-ap.ssr.utils [auto-ap.ssr.utils
:refer [apply-middleware-to-all-handlers clj-date-schema :refer [apply-middleware-to-all-handlers clj-date-schema
html-response main-transformer money strip html-response main-transformer money strip
wrap-form-4xx-2 wrap-implied-route-param wrap-form-4xx-2 wrap-implied-route-param
wrap-merge-prior-hx wrap-schema-decode wrap-merge-prior-hx wrap-schema-decode
wrap-schema-enforce]] wrap-schema-enforce]]
[auto-ap.time :as atime] [auto-ap.time :as atime]
[auto-ap.utils :refer [dollars=]] [auto-ap.utils :refer [dollars=]]
[bidi.bidi :as bidi] [bidi.bidi :as bidi]
[clj-time.coerce :as coerce] [clj-time.coerce :as coerce]
[clj-time.core :as t] [clj-time.core :as t]
[clojure.data.csv :as csv] [clojure.data.csv :as csv]
[clojure.java.io :as io] [clojure.java.io :as io]
[com.brunobonacci.mulog :as mu] [clojure.string :as str]
[datomic.api :as dc] [com.brunobonacci.mulog :as mu]
[hiccup2.core :as hiccup] [datomic.api :as dc]
[iol-ion.utils :refer [by random-tempid]] [hiccup2.core :as hiccup]
[malli.core :as mc] [iol-ion.utils :refer [by random-tempid]]
[slingshot.slingshot :refer [throw+]] [malli.core :as mc]
[clojure.string :as str])) [slingshot.slingshot :refer [throw+]]))
@@ -729,4 +729,5 @@
(wrap-must {:activity :import :subject :ledger}) (wrap-must {:activity :import :subject :ledger})
(wrap-client-redirect-unauthenticated)))) (wrap-client-redirect-unauthenticated))))
balance-sheet/key->handler balance-sheet/key->handler
cash-flows/key->handler
investigate/key->handler)) investigate/key->handler))

View File

@@ -16,22 +16,21 @@
[auto-ap.ssr.components :as com] [auto-ap.ssr.components :as com]
[auto-ap.ssr.form-cursor :as fc] [auto-ap.ssr.form-cursor :as fc]
[auto-ap.ssr.hx :as hx] [auto-ap.ssr.hx :as hx]
[auto-ap.ssr.ledger.report-table :as rtable]
[auto-ap.ssr.svg :as svg] [auto-ap.ssr.svg :as svg]
[auto-ap.ssr.ui :refer [base-page]] [auto-ap.ssr.ui :refer [base-page]]
[auto-ap.ssr.utils [auto-ap.ssr.utils
:refer [apply-middleware-to-all-handlers clj-date-schema :refer [apply-middleware-to-all-handlers clj-date-schema
html-response modal-response unspecified-transformer html-response modal-response wrap-form-4xx-2
wrap-form-4xx-2 wrap-merge-prior-hx wrap-schema-enforce]] wrap-schema-enforce]]
[auto-ap.time :as atime] [auto-ap.time :as atime]
[bidi.bidi :as bidi] [bidi.bidi :as bidi]
[clj-pdf.core :as pdf] [clj-pdf.core :as pdf]
[clj-time.coerce :as coerce] [clj-time.coerce :as coerce]
[clj-time.core :as t]
[clojure.java.io :as io] [clojure.java.io :as io]
[clojure.string :as str] [clojure.string :as str]
[config.core :refer [env] :as env] [config.core :refer [env] :as env]
[datomic.api :as dc] [datomic.api :as dc]
[hiccup.util :as hu]
[iol-ion.utils :refer [by]] [iol-ion.utils :refer [by]]
[malli.core :as mc]) [malli.core :as mc])
(:import (:import
@@ -40,29 +39,6 @@
(def default-read
'[:journal-entry/amount
:journal-entry/alternate-description
:journal-entry/source
:journal-entry/external-id
:db/id
[:journal-entry/date :xform clj-time.coerce/from-date]
{:journal-entry/vendor [:vendor/name :db/id]
:journal-entry/original-entity [:invoice/invoice-number
:invoice/source-url
:transaction/description-original :db/id]
:journal-entry/client [:client/name :client/code :db/id]
:journal-entry/line-items [:journal-entry-line/debit
:journal-entry-line/location
:journal-entry-line/running-balance
:journal-entry-line/credit
{:journal-entry-line/account [:account/name :db/id :account/numeric-code
:bank-account/name :bank-account/numeric-code
{[:account/type :xform iol-ion.query/ident] [:db/ident :db/id]}
{:account/client-overrides [:account-client-override/name
{:account-client-override/client [:db/id]}]}
{[:bank-account/type :xform iol-ion.query/ident]
[:db/ident :db/id]}]}]}])
(def query-schema (mc/schema (def query-schema (mc/schema
@@ -78,126 +54,6 @@
:decode/string (fn [s] (if (string? s) (str/split s #", ") :decode/string (fn [s] (if (string? s) (str/split s #", ")
s))} s))}
clj-date-schema]] ]])) clj-date-schema]] ]]))
(defn cell [{:keys [width investigate-url other-style]} c]
(let [cell-contents (cond
(= :dollar (:format c))
(format "$%,.2f" (if (iol-ion.query/dollars-0? (:value c))
0.0
(:value c)))
(= :percent (:format c))
(format "%%%.1f" (if (iol-ion.query/dollars-0? (:value c))
0.0
(:value c)))
:else
(str (:value c)))
cell-contents (if (:filters c)
(com/link {:hx-get (hu/url investigate-url
(cond-> {}
(:numeric-code (:filters c)) (assoc :numeric-code (into [] (:numeric-code (:filters c))))
;; TODO
#_#_(:date-range (:filters c)) (assoc :end-date (atime/unparse-local (:date-range (:filters c))
atime/normal-date))
(:client-id (:filters c)) (assoc :client-id (:client-id (:filters c))))
)}
cell-contents)
cell-contents)]
[:td.px-4.py-2
(cond-> {:style (cond-> {:width (str width "em")}
other-style (merge other-style))}
(:border c) (update :style
(fn [s]
(->> (:border c)
(map
(fn [b]
[(keyword (str "border-" (name b))) "1px solid black"])
)
(into s))))
(:colspan c) (assoc :col-span (:colspan c))
(:align c) (assoc :align (:align c))
(= :dollar (:format c)) (assoc :align :right)
(= :percent (:format c)) (assoc :align :right)
(:bold c) (assoc-in [:style :font-weight] "bold")
(:color c) (assoc-in [:style :color] (str "rgb("
(str/join ","
(:color c))
")"))
true (assoc-in [:style :background-color] (str "rgb("
(str/join ","
(or (:bg-color c) [255 255 255]))
")")))
cell-contents]))
(defn cell-count [table]
(let [counts (map count (:rows table))]
(if (seq counts)
(apply max counts)
0)))
(defn table [{:keys [table widths investigate-url warning]}]
(let [cell-count (cell-count table)]
(com/content-card {:class "inline-block overflow-scroll"}
[:div {:class "overflow-scroll h-[70vh] m-4 inline-block"}
(when warning [:div.rounded.bg-red-50.text-red-800.p-4.m-2
warning])
(-> [:table {:class "text-sm text-left text-gray-500 dark:text-gray-400"}
[:thead {:class "text-xs text-gray-800 uppercase bg-gray-50 dark:bg-gray-700 dark:text-gray-400 font-bold"}
(map
(fn [header-row header]
(into
[:tr {:class " dark:border-gray-600 hover:bg-gray-100 dark:hover:bg-gray-700"}]
(map
(fn [w header i]
(cell {:width w
:investigate-url investigate-url
:other-style {:position "sticky"
:top (* header-row (+ 22 18))}} header))
widths
header
(range))))
(range)
(:header table))]]
(conj
(-> [:tbody {:style {}}]
(into
(for [[i row] (map vector (range) (:rows table))]
[:tr {:class " dark:border-gray-600 hover:bg-gray-100 dark:hover:bg-gray-700"}
(for [[i c] (map vector (range) (take cell-count
(reduce
(fn [[acc cnt] cur]
(if (>= (+ cnt (:colspan cur 1)) cell-count)
(reduced (conj acc cur))
[(conj acc cur) (+ cnt (:colspan cur 1))]))
[[] 0]
(concat row (repeat nil)))))]
(cell {:investigate-url investigate-url} c))]))
(conj [:tr (for [i (range cell-count)]
(cell {:investigate-url investigate-url} {:value " "}))]))))])))
(defn concat-tables [tables]
(let [[first & rest] tables]
{:header (:header first)
:rows (concat (:rows first)
[[]]
(mapcat
(fn [table]
(-> (:header table)
(into (:rows table))
(conj [])))
rest))}))
;; TODO ;; TODO
;; 1. Rerender form when running ;; 1. Rerender form when running
;; 2. Don't throw crazy errors when missing a field ;; 2. Don't throw crazy errors when missing a field
@@ -257,7 +113,7 @@
client-count (count (set (map :client-id (:data data)))) ] client-count (count (set (map :client-id (:data data)))) ]
(list (list
[:div.text-2xl.font-bold.text-gray-600 (str "Balance Sheet - " (str/join ", " (map :client/name client))) ] [:div.text-2xl.font-bold.text-gray-600 (str "Balance Sheet - " (str/join ", " (map :client/name client))) ]
(table {:widths (cond-> (into [30 ] (repeat 13 client-count)) (rtable/table {:widths (cond-> (into [30 ] (repeat 13 client-count))
(> (count date) 1) (into (repeat 13 (* 2 client-count (dec (count date)))))) (> (count date) 1) (into (repeat 13 (* 2 client-count (dec (count date))))))
:investigate-url (bidi.bidi/path-for ssr-routes/only-routes ::route/investigate) :investigate-url (bidi.bidi/path-for ssr-routes/only-routes ::route/investigate)
:table report :table report
@@ -314,7 +170,7 @@
[:template {:x-ref "tooltip"} [:template {:x-ref "tooltip"}
[:div.p-4 {:class "bg-gray-100 dark:bg-gray-600 rounded-lg shadow-2xl w-max z-50 ring-1 p-4"} [:div.p-4 {:class "bg-gray-100 dark:bg-gray-600 rounded-lg shadow-2xl w-max z-50 ring-1 p-4"}
[:div.flex.flex-col.gap-2 [:div.flex.flex-col.gap-2
(com/multi-date-input {:placeholder "12/21/2020" (com/multi-calendar-input {:placeholder "12/21/2020"
:x-model "dates" }) :x-model "dates" })
(com/a-button {"@click" "dates=getFourWeekPeriods(dates[dates.length -1])"} "13 periods") (com/a-button {"@click" "dates=getFourWeekPeriods(dates[dates.length -1])"} "13 periods")
(com/a-button {"@click" "dates=withLastYear(dates[dates.length -1])"} "Add prior year") (com/a-button {"@click" "dates=withLastYear(dates[dates.length -1])"} "Add prior year")
@@ -386,7 +242,6 @@
name (balance-sheet-args->name request) name (balance-sheet-args->name request)
key (str "reports/balance-sheet/" uuid "/" name ".pdf") key (str "reports/balance-sheet/" uuid "/" name ".pdf")
url (str "https://" (:data-bucket env) "/" key)] url (str "https://" (:data-bucket env) "/" key)]
(println "CLIENT IS" client)
(s3/put-object :bucket-name (:data-bucket env/env) (s3/put-object :bucket-name (:data-bucket env/env)
:key key :key key
:input-stream (io/make-input-stream pdf-data {}) :input-stream (io/make-input-stream pdf-data {})

View File

@@ -49,6 +49,7 @@
[:link {:rel "stylesheet" :href "https://cdn.jsdelivr.net/npm/vanillajs-datepicker@1.1.4/dist/css/datepicker.min.css"}] [:link {:rel "stylesheet" :href "https://cdn.jsdelivr.net/npm/vanillajs-datepicker@1.1.4/dist/css/datepicker.min.css"}]
[:script {:type "text/javascript" :src "https://cdn.jsdelivr.net/npm/vanillajs-datepicker@1.1.4/dist/js/datepicker-full.min.js"}] [:script {:type "text/javascript" :src "https://cdn.jsdelivr.net/npm/vanillajs-datepicker@1.1.4/dist/js/datepicker-full.min.js"}]
[:script {:src "https://unpkg.com/htmx.org/dist/ext/response-targets.js"}] [:script {:src "https://unpkg.com/htmx.org/dist/ext/response-targets.js"}]
[:script {:src "https://cdn.jsdelivr.net/npm/date-fns@3.6.0/cdn.min.js" :defer true}]
[:script {:src "https://cdnjs.cloudflare.com/ajax/libs/Chart.js/4.4.1/chart.umd.min.js" :integrity "sha512-CQBWl4fJHWbryGE+Pc7UAxWMUMNMWzWxF4SQo9CgkJIN1kx6djDQZjh3Y8SZ1d+6I+1zze6Z7kHXO7q3UyZAWw==" :crossorigin "anonymous" :referrerpolicy "no-referrer"}] [:script {:src "https://cdnjs.cloudflare.com/ajax/libs/Chart.js/4.4.1/chart.umd.min.js" :integrity "sha512-CQBWl4fJHWbryGE+Pc7UAxWMUMNMWzWxF4SQo9CgkJIN1kx6djDQZjh3Y8SZ1d+6I+1zze6Z7kHXO7q3UyZAWw==" :crossorigin "anonymous" :referrerpolicy "no-referrer"}]
[:script {:src "https://unpkg.com/dropzone@5.9.3/dist/min/dropzone.min.js"}] [:script {:src "https://unpkg.com/dropzone@5.9.3/dist/min/dropzone.min.js"}]

View File

@@ -776,6 +776,7 @@
(let [client-ids (->> (client-locations pnl-data) (let [client-ids (->> (client-locations pnl-data)
(map first) (map first)
set)] set)]
{:warning (warning-message pnl-data) {:warning (warning-message pnl-data)
:details :details
(doall (for [client-id client-ids] (doall (for [client-id client-ids]

View File

@@ -11,4 +11,7 @@
"/bank-account-filter" ::bank-account-filter "/bank-account-filter" ::bank-account-filter
"/reports/balance-sheet" {"" ::balance-sheet "/reports/balance-sheet" {"" ::balance-sheet
"/run" ::run-balance-sheet "/run" ::run-balance-sheet
"/export" ::export-balance-sheet}}) "/export" ::export-balance-sheet}
"/reports/cash-flows" {"" ::cash-flows
"/run" ::run-cash-flows
"/export" ::export-cash-flows}})

View File

@@ -30,7 +30,7 @@
[(keyword (str "border-" (name b))) "1px solid black"]) [(keyword (str "border-" (name b))) "1px solid black"])
) )
(into s)))) (into s))))
(:colspan c) (assoc :col-span (:colspan c)) (:colspan c) (assoc :colspan (:colspan c))
(:align c) (assoc :align (:align c)) (:align c) (assoc :align (:align c))
(= :dollar (:format c)) (assoc :align :right) (= :dollar (:format c)) (assoc :align :right)
(= :percent (:format c)) (assoc :align :right) (= :percent (:format c)) (assoc :align :right)