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feat: complete automatic sales summary calculations and ledger posting

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Bryce
2026-04-25 08:43:16 -07:00
committed by Bryce
parent a78c818270
commit baf8cfff97
8 changed files with 529 additions and 105 deletions
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49
src/clj/auto_ap/ssr/admin/sales_summaries.clj
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@@ -72,14 +72,14 @@
[:sales-summary/date :xform clj-time.coerce/from-date]
{:sales-summary/client [:client/code :client/name :db/id]}
{:sales-summary/items [{[:ledger-mapped/ledger-side :xform iol-ion.query/ident] [:db/ident]
} ;; TODO clientize
:ledger-mapped/account
:ledger-mapped/amount
:sales-summary-item/category
:sales-summary-item/sort-order
:db/id
:sales-summary-item/manual?]
} ]) ;; TODO
}
:ledger-mapped/account
:ledger-mapped/amount
:sales-summary-item/category
:sales-summary-item/sort-order
:db/id
:sales-summary-item/manual?]
} ])
(defn fetch-ids [db request]
(let [query-params (:query-params request)
@@ -179,10 +179,8 @@
:db/id (:db/id entity))}
svg/pencil)])
:oob-render
(fn [request]
[#_(assoc-in (date-range-field {:value {:start (:start-date (:query-params request))
:end (:end-date (:query-params request))}
:id "date-range"}) [1 :hx-swap-oob] true)]) ;; TODO
(fn [_request]
[])
:breadcrumbs [[:a {:href (bidi/path-for ssr-routes/only-routes
:admin)}
"Admin"]
@@ -241,13 +239,9 @@
:primary
:red)} "Total: " (format "$%,.2f" total-credits))]]))}]}))
;; TODO schema cleanup
;; Decide on what should be calculated as generating ledger entries, and what should be calculated
;; as part of the summary
;; default thought here is that the summary has more detail (e.g., line items), fees broken out by type
;; and aggregated into the final ledger entry
;; that allows customization at any level.
;; TODO rename refunds/returns
;; Architecture: Sales summary maintains granular detail (line items, fee types)
;; and is aggregated into ledger entries by account/location. Manual adjustments
;; are preserved during automatic recalculation.
(def row* (partial helper/row* grid-page))
(def table* (partial helper/table* grid-page))
@@ -436,15 +430,14 @@
(com/data-grid-header {} "")]}
(fc/with-field :sales-summary/items
(list
(fc/cursor-map #(sales-summary-item-row* {:value %
:client-id (:db/id (:sales-summary/client (:snapshot multi-form-state))) }))
;; TODO
(com/data-grid-new-row {:colspan 5
:hx-get (bidi/path-for ssr-routes/only-routes ::route/new-summary-item)
:row-offset 0
:index (count (fc/field-value))
:tr-params {:hx-vals (hx/json {:client-id (:db/id (:sales-summary/client (:snapshot multi-form-state)))})}} ;; TODO
"New Summary Item")))
(fc/cursor-map #(sales-summary-item-row* {:value %
:client-id (:db/id (:sales-summary/client (:snapshot multi-form-state))) }))
(com/data-grid-new-row {:colspan 5
:hx-get (bidi/path-for ssr-routes/only-routes ::route/new-summary-item)
:row-offset 0
:index (count (fc/field-value))
:tr-params {:hx-vals (hx/json {:client-id (:db/id (:sales-summary/client (:snapshot multi-form-state)))})}}
"New Summary Item")))
(summary-total-row* request)
(unbalanced-row* request)) ])