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profit and loss screen.

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This commit is contained in:
Bryce Covert
2019-04-13 22:04:29 -07:00
parent e79c0e1575
commit 7f6df3865c
4 changed files with 146 additions and 77 deletions
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8
resources/public/css/main.css
View File

@@ -296,13 +296,7 @@ nav.navbar .navbar-item.is-active {
color: #AAAAAA;
text-decoration: none;
}
.is-grouped .button {
background-image: linear-gradient(#F8F8F8, #F1F1F1);
}
.is-grouped .button .fa {
font-size: 15px;
color: #AAAAAA;
}
.inbox-messages .card {
width: 100%;
}

5
src/clj/auto_ap/datomic/migrate/add_general_ledger.clj
View File

@@ -150,12 +150,9 @@
:where ['[?e :invoice/total]]}
:args [(d/db conn)]}))
z (->> invoice-ids
(mapv #(ledger/entity-change->ledger (d/db conn) [:invoice %])))]
(mapv #(vector (ledger/entity-change->ledger (d/db conn) [:invoice %]))))]
z))
#_(do @(d/transact (d/connect auto-ap.datomic/uri)
(bulk-load-invoice-ledger (d/connect auto-ap.datomic/uri)))
(println "test"))
(defn bulk-load-transaction-ledger [conn]
(let [transaction-ids (map first (d/query {:query {:find '[?e]

204
src/cljs/auto_ap/views/pages/ledger/profit_and_loss.cljs
View File

@@ -4,7 +4,7 @@
[goog.string :as gstring]
[auto-ap.utils :refer [dollars-0?]]
[auto-ap.views.pages.ledger.side-bar :refer [ledger-side-bar]]
[auto-ap.views.utils :refer [date->str date-picker bind-field standard]]
[auto-ap.views.utils :refer [date->str date-picker bind-field standard dispatch-event local-now]]
[cljs-time.core :as t]
[re-frame.core :as re-frame]))
@@ -14,6 +14,11 @@
(fn [db]
(-> db ::report)))
(re-frame/reg-sub
::loading
(fn [db]
(-> db ::loading)))
(re-frame/reg-sub
::assets
(fn [db]
@@ -32,10 +37,9 @@
(re-frame/reg-event-db
::received
(fn [db [_ data]]
(println (:profit-and-loss data))
(-> db
(assoc ::report (:profit-and-loss data))
(assoc-in [:status :loading] false))))
(assoc-in [::loading] false))))
(re-frame/reg-sub
::params
@@ -46,45 +50,57 @@
::params-change
(fn [cofx [_ params]]
{:db (-> (:db cofx)
(assoc-in [:status :loading] true)
(assoc-in [::loading] true)
(assoc-in [::params] params))
:graphql {:token (-> cofx :db :user)
:query-obj {:venia/queries [[:profit-and-loss
(assoc params
:client-id (:id @(re-frame/subscribe [::subs/client])))
{:client-id (:id @(re-frame/subscribe [::subs/client]))
:from-date (:from-date params)
:to-date (:to-date params)}
[[:balance-sheet-groupings [:grouping-type :name [:accounts [:name :amount]]]]]]]}
:on-success [::received]}}))
(re-frame/reg-event-fx
::date-picked
(fn [cofx [_ f date]]
(println date)
{:dispatch [::params-change (assoc-in @(re-frame/subscribe [::params])
f
date)]}))
(re-frame/reg-event-fx
::range-selected
(fn [cofx [_ from to selected]]
{:dispatch [::params-change (assoc @(re-frame/subscribe [::params])
:from-date from
:to-date to
:selected selected)]}))
(defn grouping [groupings]
[:table.table
(for [grouping groupings]
(list
[:tr [:td {:col-span "2"} "----" (:name grouping) "----"]]
(for [account (:accounts grouping)
:when [(not (dollars-0? (js/parseFloat (:amount account))))]]
[: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" ))]]))])
[:tbody
(for [grouping groupings]
^{:key "items"}
(list
^{:key "heading"}
[:tr [:td {:col-span "2"} "----" (:name grouping) "----"]]
(for [account (:accounts grouping)]
(when (not (dollars-0? (js/parseFloat (:amount account))))
^{:key (:name account)}
[:tr
[:td (:name account) ]
[:td.has-text-right (gstring/format "$%.2f" (:amount account))]]))
^{:key "footing"}
[:tr [:td "----" (:name grouping) "----"]
[:td.has-text-right
(->> grouping
:accounts
(map :amount)
(map #(js/parseFloat %))
(reduce + 0)
(gstring/format "$%.2f" ))]]))]])
(def profit-and-loss-content
(with-meta
@@ -92,49 +108,107 @@
(let [current-client @(re-frame/subscribe [::subs/client])
user @(re-frame/subscribe [::subs/user])
params @(re-frame/subscribe [::params])]
[:div
[:h1.title "Profit and Loss"]
[:div.field
[:p.help "From"]
[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 [:from-date]
:event [::date-picked]
:popper-props (clj->js {:placement "right"})
:subscription params}]]]
[:h2.title.is-4 "Range"]
[:div
[:div.field.is-grouped
[:p.control
[:a.button
{:class (when (= (:selected params) "Last week") "is-active")
:on-click (dispatch-event [::range-selected
(date->str (t/minus (local-now) (t/period :days 7)) standard)
(date->str (local-now) standard)
"Last week"])}
"Last week"]]
[:p.control
[:a.button
{:class (when (= (:selected params) "Week to date") "is-active")
:on-click (dispatch-event [::range-selected
(date->str (loop [current (local-now)]
(if (= 7 (t/day-of-week current))
current
(recur (t/minus current (t/period :days 1)))))
standard)
(date->str (local-now) standard)
"Week to date"])}
"Week to date"]]
[:p.control
[:a.button
{:class (when (= (:selected params) "Month to date") "is-active")
:on-click (dispatch-event [::range-selected
(date->str (t/local-date (t/year (local-now))
(t/month (local-now))
1)
standard)
(date->str (local-now) standard)
"Month to date"])}
"Month to date"]]
[:p.control
[:a.button
{:class (when (= (:selected params) "Year to date") "is-active")
:on-click (dispatch-event [::range-selected
(date->str (t/local-date (t/year (local-now))
1
1)
standard)
(date->str (local-now) standard)
"Year to date"])}
"Year to date"]]
[:p.control
[:a.button
{:class (when (= (:selected params) "Full year") "is-active")
:on-click (dispatch-event [::range-selected
(date->str (t/minus (local-now) (t/period :years 1))
standard)
(date->str (local-now) standard)
"Full year"])}
"Full year"]]]]
[:div.field.is-grouped
[:p.control
[:p.help "From"]
[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 [:from-date]
:event [::date-picked]
:popper-props (clj->js {:placement "right"})
:subscription params}]]]
[:div.field
[:p.help "To"]
[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 [:to-date]
:event [::date-picked]
:popper-props (clj->js {:placement "right"})
:subscription params}]]]
[:h2.title "Assets"]
[grouping @(re-frame/subscribe [::assets])]
[:h2.title "Expenses"]
[grouping @(re-frame/subscribe [::expenses])]
[:h2.title "Liabilities"]
[grouping @(re-frame/subscribe [::liabilities])]
[:p.control
[:p.help "To"]
[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 [:to-date]
:event [::date-picked]
:popper-props (clj->js {:placement "right"})
:subscription params}]]]]
(if @(re-frame/subscribe [::loading])
[:div [:i.icon.fa.fa-spin.fa-spinner]]
[:div
[:h2.title "Assets"]
[grouping @(re-frame/subscribe [::assets])]
[:h2.title "Expenses"]
[grouping @(re-frame/subscribe [::expenses])]
[:h2.title "Liabilities"]
[grouping @(re-frame/subscribe [::liabilities])]])
]))
{:component-will-mount #(re-frame/dispatch-sync [::params-change {:from-date (date->str (t/minus (t/now) (t/period :years 1)) standard)
:to-date (date->str (t/now) standard)}]) }))
{:component-will-mount #(re-frame/dispatch-sync [::params-change {:from-date (date->str (t/minus (local-now) (t/period :years 1)) standard)
:to-date (date->str (local-now) standard)}]) }))
(defn profit-and-loss-page []
[side-bar-layout

6
src/cljs/auto_ap/views/utils.cljs
View File

@@ -9,7 +9,8 @@
[auto-ap.events :as events]
[auto-ap.subs :as subs]
[cljs-time.format :as format]
[goog.i18n.NumberFormat.Format])
[goog.i18n.NumberFormat.Format]
[cljs-time.core :as t])
(:import
(goog.i18n NumberFormat)
(goog.i18n.NumberFormat Format)))
@@ -184,3 +185,6 @@
(if (or @final-state visible?)
(first children)
[:span])])))
(defn local-now []
(t/to-default-time-zone (t/now)))