Sales nearly ready

This commit is contained in:
2024-04-30 22:38:21 -07:00
parent f6dba46835
commit e3b17e50e2
9 changed files with 421 additions and 483 deletions

View File

@@ -2,23 +2,28 @@
(:require [auto-ap.datomic
:refer [apply-pagination apply-sort-3 conn merge-query pull-many
query2]]
[auto-ap.datomic.accounts :as d-accounts]
[auto-ap.graphql.utils :refer [extract-client-ids]]
[auto-ap.routes.admin.sales-summaries :as route]
[auto-ap.routes.utils
:refer [wrap-admin wrap-client-redirect-unauthenticated]]
[auto-ap.ssr-routes :as ssr-routes]
[auto-ap.ssr.common-handlers :refer [add-new-entity-handler]]
[auto-ap.ssr.components :as com]
[auto-ap.ssr.components.multi-modal :as mm]
[auto-ap.ssr.form-cursor :as fc]
[auto-ap.ssr.grid-page-helper :as helper]
[auto-ap.ssr.hx :as hx]
[auto-ap.ssr.svg :as svg]
[auto-ap.ssr.utils
:refer [apply-middleware-to-all-handlers entity-id
wrap-schema-enforce]]
:refer [apply-middleware-to-all-handlers entity-id html-response
money strip temp-id wrap-schema-enforce]]
[auto-ap.time :as atime]
[bidi.bidi :as bidi]
[clj-time.coerce :as c]
[clojure.string :as str]
[datomic.api :as dc]
[hiccup.util :as hu]
[iol-ion.query :refer [dollars=]]
[malli.core :as mc]
[malli.util :as mut]))
@@ -50,20 +55,18 @@
:size :small}))]])
(def default-read '[:db/id
*
[:sales-summary/date :xform clj-time.coerce/from-date]
{:sales-summary/client [:client/code :client/name]}
{:sales-summary/total-tax [{[:ledger-mapped/ledger-side :xform iol-ion.query/ident] [:db/ident]}
:ledger-mapped/amount]}
{:sales-summary/total-tip [{[:ledger-mapped/ledger-side :xform iol-ion.query/ident] [:db/ident]}
:ledger-mapped/amount]}
{:sales-summary/sales-items [{[:ledger-mapped/ledger-side :xform iol-ion.query/ident] [:db/ident]}
{: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/payment-items [{[:ledger-mapped/ledger-side :xform iol-ion.query/ident] [:db/ident]}
:ledger-mapped/amount
:sales-summary-item/category]}]) ;; TODO
:sales-summary-item/category
:sales-summary-item/sort-order
:db/id
:sales-summary-item/manual?]
} ]) ;; TODO
(defn fetch-ids [db request]
(let [query-params (:parsed-query-params request)
@@ -133,11 +136,22 @@
:total-unknown-processor-payments (:sales-summary/total-unknown-processor-payments ss 0.0)
:discounts (+ (:sales-summary/discount ss 0.0))
:returns (+ (:sales-summary/total-returns ss 0.0))})
(defn sort-items [ss]
(sort-by (juxt :ledger-mapped/ledger-side :sales-summary-item/sort-order :sales-summary-item/category) ss))
(defn all-items [ss]
(->> [(:sales-summary/total-tax ss) (:sales-summary/total-tip ss)]
(into (:sales-summary/payment-items ss))
(into (:sales-summary/sales-items ss))))
(defn total-debits [items]
(->> items
(filter #(= :ledger-side/debit (:ledger-mapped/ledger-side %)))
(map #(:ledger-mapped/amount % 0.0))
(reduce + 0.0)))
(defn total-credits [items]
(->> items
(filter #(= :ledger-side/credit (:ledger-mapped/ledger-side %)))
(map #(:ledger-mapped/amount % 0.0))
(reduce + 0.0)))
(def grid-page
(helper/build {:id "entity-table"
@@ -146,7 +160,7 @@
:fetch-page fetch-page
:page-specific-nav filters
:row-buttons (fn [_ entity]
[(com/icon-button {:hx-put (bidi/path-for ssr-routes/only-routes
[(com/icon-button {:hx-get (bidi/path-for ssr-routes/only-routes
::route/edit-wizard
:db/id (:db/id entity))}
svg/pencil)])
@@ -180,56 +194,40 @@
:sort-key "date"
:render #(some-> % :sales-summary/date (atime/unparse-local atime/normal-date))}
{:key "credits"
:name "credits"
:sort-key "credits"
:render (fn [ss]
(let [total-debits (->> (all-items ss)
(filter #(= :ledger-side/debit (:ledger-mapped/ledger-side %)))
(map #(:ledger-mapped/amount % 0.0))
(reduce + 0.0))
total-credits (->> (all-items ss)
(filter #(= :ledger-side/credit (:ledger-mapped/ledger-side %)))
(map #(:ledger-mapped/amount % 0.0))
(reduce + 0.0))]
[:ul
(for [si (:sales-summary/sales-items ss)
:when (= :ledger-side/credit (:ledger-mapped/ledger-side si))]
[:li (:sales-summary-item/category si) ": " (format "$%,.2f" (:ledger-mapped/amount si))])
[:li "Sales subtotal: " (format "$%,.2f" (reduce + 0.0 (map :ledger-mapped/amount (:sales-summary/sales-items ss))))]
(for [si (:sales-summary/payment-items ss)
:when (= :ledger-side/credit (:ledger-mapped/ledger-side si))]
[:li (:sales-summary-item/category si) ": " (format "$%,.2f" (:ledger-mapped/amount si))])
[:li "Tax: " (format "$%,.2f" (:ledger-mapped/amount (:sales-summary/total-tax ss)))]
[:li "Tips: " (format "$%,.2f" (:ledger-mapped/amount (:sales-summary/total-tip ss)))]
[:li (com/pill {:color (if (dollars= total-debits total-credits)
:primary
:red)} "Total: " (format "$%,.2f" total-credits))]])
#_(count))}
{:key "debits"
:name "debits"
:sort-key "debits"
:render (fn [ss]
(let [ total-debits (->> (all-items ss)
(filter #(= :ledger-side/debit (:ledger-mapped/ledger-side %)))
(map #(:ledger-mapped/amount % 0.0))
(reduce + 0.0))
total-credits (->> (all-items ss)
(filter #(= :ledger-side/credit (:ledger-mapped/ledger-side %)))
(map #(:ledger-mapped/amount % 0.0))
(reduce + 0.0))]
(let [total-debits (total-debits (:sales-summary/items ss))
total-credits (total-credits (:sales-summary/items ss))]
[:ul
(for [si (:sales-summary/payment-items ss)
(for [si (sort-items (:sales-summary/items ss))
:when (= :ledger-side/debit (:ledger-mapped/ledger-side si))]
[:li (:sales-summary-item/category si) ": " (format "$%,.2f" (:ledger-mapped/amount si))])
[:li (:sales-summary-item/category si) ": " (format "$%,.2f" (:ledger-mapped/amount si))
(when-not (:ledger-mapped/account si)
[:span.pl-4 (com/pill {:color :red}
"missing account")])]
)
[:li (com/pill {:color (if (dollars= total-debits total-credits)
:primary
:red)} "Total: " (format "$%,.2f" total-debits))]])
#_(count))}]}))
:red)} "Total: " (format "$%,.2f" total-debits))]]))}
{:key "credits"
:name "credits"
:sort-key "credits"
:render (fn [ss]
(let [total-debits (total-debits (:sales-summary/items ss))
total-credits (total-credits (:sales-summary/items ss))]
[:ul
(for [si (sort-items (:sales-summary/items ss))
:when (= :ledger-side/credit (:ledger-mapped/ledger-side si))]
[:li (:sales-summary-item/category si) ": " (format "$%,.2f" (:ledger-mapped/amount si))
(when-not (:ledger-mapped/account si)
[:span.pl-4 (com/pill {:color :red}
"missing account")])])
[:li (com/pill {:color (if (dollars= total-debits total-credits)
:primary
:red)} "Total: " (format "$%,.2f" total-credits))]]))}]}))
;; TODO schema cleanup
;; Decide on what should be calculated as generating ledger entries, and what should be calculated
@@ -245,9 +243,154 @@
(def edit-schema
[:map
[:db/id entity-id]
[:sales-summary/sales-items
[:sales-summary/client [:map [:db/id entity-id]]]
[:sales-summary/items
[:vector {:coerce? true}
[:map [:db/id entity-id]]]] ])
[:and
[:map
[:db/id [:or entity-id temp-id]]
[:sales-summary-item/category [:string {:decode/string strip}]]
[:sales-summary-item/manual? {:default false :decode/arbitrary (fn [x] (cond
(boolean? x)
x
(nil? x)
false
(str/blank? x)
false
:else
true))} :boolean]
[:ledger-mapped/account entity-id]
[:credit {:optional true} [:maybe money]]
[:debit {:optional true} [:maybe money]]]
[:fn {:error/message "Must choose one of credit/debit"
:error/path [:credit]}
(fn [x]
(not (and (:credit x)
(:debit x))))]]]] ])
(defn summary-total-row* [request]
(let [total-credits (-> request
:multi-form-state
:step-params
:sales-summary/items
(total-credits))
total-debits (-> request
:multi-form-state
:step-params
:sales-summary/items
(total-debits))]
(com/data-grid-row {:id "total-row"
:hx-trigger "change from:closest form target:.amount-field"
:hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/expense-account-total)
:hx-target "this"
:hx-swap "innerHTML"}
(com/data-grid-cell {})
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TOTAL"])
(com/data-grid-cell {:class "text-right"}
(format "$%,.2f" total-debits))
(com/data-grid-cell {:class "text-right"}
(format "$%,.2f" total-credits)))))
(defn unbalanced-row* [request]
(let [total-credits (-> request
:multi-form-state
:step-params
:sales-summary/items
(total-credits))
total-debits (-> request
:multi-form-state
:step-params
:sales-summary/items
(total-debits))]
(com/data-grid-row {:id "total-row"
:hx-trigger "change from:closest form target:.amount-field"
:hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/expense-account-total)
:hx-target "this"
:hx-swap "innerHTML"}
(com/data-grid-cell {})
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "UNBALANCED"])
(com/data-grid-cell {:class "text-right"}
(when (and
(not (dollars= total-credits total-debits))
(> total-debits total-credits))
(format "$%,.2f" (- total-debits total-credits))))
(com/data-grid-cell {:class "text-right"}
(when
(and (not (dollars= total-credits total-debits))
(> total-credits total-debits))
(format "$%,.2f" (- total-credits total-debits)))))))
(defn- account-typeahead*
[{:keys [name value client-id]}]
[:div.flex.flex-col
(com/typeahead {:name name
:placeholder "Search..."
:url (hu/url (bidi/path-for ssr-routes/only-routes :account-search)
{:client-id client-id
:purpose "invoice"})
:value value
:content-fn (fn [value]
(:account/name (d-accounts/clientize (dc/pull (dc/db conn) d-accounts/default-read value)
client-id)))})])
(defn sales-summary-item-row* [{:keys [value client-id]}]
(let [manual? (fc/field-value (:sales-summary-item/manual? value))]
(com/data-grid-row (cond-> {:x-ref "p"
:x-data (hx/json {})}
(fc/field-value (:new? value)) (hx/htmx-transition-appear ))
(fc/with-field :db/id
(com/hidden {:name (fc/field-name)
:value (fc/field-value)}))
(when manual?
(fc/with-field :sales-summary-item/manual?
(com/hidden {:name (fc/field-name)
:value true})))
(com/data-grid-cell {}
(fc/with-field :sales-summary-item/category
(if manual?
(com/validated-field {:errors (fc/field-errors)}
(com/text-input {:placeholder "Category/Explanation"
:name (fc/field-name)
:value (fc/field-value)}))
(list
(com/hidden {:name (fc/field-name)
:value (fc/field-value)})
(fc/field-value (:sales-summary-item/category value))))))
(com/data-grid-cell {}
(fc/with-field :ledger-mapped/account
(com/validated-field {:errors (fc/field-errors)}
(account-typeahead* {:value (fc/field-value)
:client-id client-id
:name (fc/field-name)}))))
(com/data-grid-cell {:class "text-right"}
(if manual?
(fc/with-field :debit
(com/validated-field {:errors (fc/field-errors)}
(com/money-input {:class "w-24"
:name (fc/field-name)
:value (fc/field-value)})))
(when (= (fc/field-value (:ledger-mapped/ledger-side value))
:ledger-side/debit)
(format "$%,.2f" (fc/field-value (:ledger-mapped/amount value))))))
(com/data-grid-cell {:class "text-right"}
(if manual?
(fc/with-field :credit
(com/validated-field {:errors (fc/field-errors)}
(com/money-input {:class "w-24"
:name (fc/field-name)
:value (fc/field-value)})))
(when (= (fc/field-value (:ledger-mapped/ledger-side value))
:ledger-side/credit)
(format "$%,.2f" (fc/field-value (:ledger-mapped/amount value))))))
(com/data-grid-cell {:class "align-top"}
(when manual?
(com/a-icon-button {"@click.prevent.stop" "$refs.p.remove()"} svg/x))))))
(defrecord MainStep [linear-wizard]
mm/ModalWizardStep
@@ -260,7 +403,7 @@
[])
(step-schema [_]
(mut/select-keys (mm/form-schema linear-wizard) #{:db/id}))
(mut/select-keys (mm/form-schema linear-wizard) #{:db/id :sales-summary/items}))
(render-step
[this {:keys [multi-form-state] :as request}]
@@ -273,16 +416,39 @@
(fc/with-field :db/id
(com/hidden {:name (fc/field-name)
:value (fc/field-value)}))
(pr-str multi-form-state) ])
(com/data-grid {:headers
[(com/data-grid-header {} "Category")
(com/data-grid-header {} "Account")
(com/data-grid-header {} "Debits")
(com/data-grid-header {} "Credits")
(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")))
(summary-total-row* request)
(unbalanced-row* request)) ])
:footer
(mm/default-step-footer linear-wizard this :validation-route ::route/edit-wizard-navigate
:next-button (com/button {:color :primary :x-ref "next" :class "w-32"
:hx-put (bidi.bidi/path-for ssr-routes/only-routes
::route/edit-wizard-navigate)} "Save"))
:validation-route ::route/edit-wizard-navigate)))
(mm/default-step-footer linear-wizard this :validation-route ::route/edit-wizard-navigate)
:validation-route ::route/edit-wizard-navigate
:width-height-class "lg:w-[850px] lg:h-[900px]")))
(defn attach-ledger [i]
(cond-> i
(:credit i) (assoc :ledger-mapped/ledger-side :ledger-side/credit
:ledger-mapped/amount (:credit i))
(:debit i) (assoc :ledger-mapped/ledger-side :ledger-side/debit
:ledger-mapped/amount (:debit i))
true (dissoc :credit :debit)
true (assoc :sales-summary-item/manual? true)))
(defrecord EditWizard [_ current-step]
mm/LinearModalWizard
@@ -299,8 +465,8 @@
this request
:form-params
(-> mm/default-form-props
(assoc :hx-post
(str (bidi/path-for ssr-routes/only-routes ::route/edit-submit))))
(assoc :hx-put
(str (bidi/path-for ssr-routes/only-routes ::route/edit-wizard-submit))))
:render-timeline? false))
(steps [_]
[:main])
@@ -311,76 +477,36 @@
(form-schema [_]
edit-schema)
(submit [this {:keys [multi-form-state request-method identity] :as request}]
#_(let [invoice (:snapshot multi-form-state)
_ (alog/peek invoice)
extant? (:db/id invoice)
client-id (->db-id (:invoice/client invoice))
vendor-id (->db-id (:invoice/vendor invoice))
paid-amount (if-let [outstanding-balance
(and extant?
(-
(pull-attr (dc/db conn)
:invoice/total
(:db/id invoice))
(pull-attr (dc/db conn)
:invoice/outstanding-balance
(:db/id invoice))))]
outstanding-balance
0.0)
outstanding-balance (- (or
(:invoice/total (:step-params multi-form-state))
(:invoice/total (:snapshot multi-form-state)))
paid-amount)
transaction [:upsert-invoice (-> multi-form-state
:snapshot
(assoc :db/id (or (:db/id invoice) "invoice"))
(dissoc :customize-due-and-scheduled? :invoice/journal-entry :invoice/payments :customize-accounts)
(assoc :invoice/expense-accounts (if (= :customize (:customize-accounts invoice))
(-> multi-form-state :step-params :invoice/expense-accounts)
[{:db/id "123"
:invoice-expense-account/location "Shared"
:invoice-expense-account/account (:db/id (:vendor/default-account (clientize-vendor (get-vendor vendor-id)
client-id)))
:invoice-expense-account/amount (or (:invoice/total (:step-params multi-form-state))
(:invoice/total (:snapshot multi-form-state)))}]))
(assoc
:invoice/outstanding-balance outstanding-balance
:invoice/import-status :import-status/imported
:invoice/status (if (dollars= 0.0 outstanding-balance)
:invoice-status/paid
:invoice-status/unpaid))
(maybe-spread-locations)
(update :invoice/date coerce/to-date)
(update :invoice/due coerce/to-date)
(update :invoice/scheduled-payment coerce/to-date))]]
(assert-invoice-amounts-add-up (second transaction))
(when-not extant?
(assert-no-conflicting invoice))
(exception->4xx #(assert-can-see-client (:identity request) client-id))
(exception->4xx #(assert-not-locked client-id (:invoice/date invoice)))
(let [transaction-result (audit-transact [transaction] (:identity request))]
(solr/touch-with-ledger (get-in transaction-result [:tempids "invoice"]))
(if extant?
(html-response
(@(resolve 'auto-ap.ssr.invoices/row*) identity (dc/pull (dc/db conn) default-read (:db/id invoice)) {:flash? true
:request request})
:headers (cond-> {"hx-trigger" "modalclose"
"hx-retarget" (format "#entity-table tr[data-id=\"%d\"]" (:db/id invoice))
"hx-reswap" "outerHTML"}))
(assoc-in (mm/navigate-handler {:request (assoc-in request [:multi-form-state :snapshot :db/id] (get-in transaction-result [:tempids "invoice"]))
:to-step :next-steps})
[:headers "hx-trigger"] "invalidated"))))))
(let [result (:snapshot multi-form-state )
transaction [:upsert-entity {:db/id (:db/id result)
:sales-summary/items (map
(fn [i]
(if (:sales-summary-item/manual? i)
(attach-ledger i)
{:db/id (:db/id i)
:ledger-mapped/account (:ledger-mapped/account i)
}))
(:sales-summary/items result))}]]
(clojure.pprint/pprint (:sales-summary/items result))
@(dc/transact conn [ transaction])
(html-response
(row* identity (dc/pull (dc/db conn) default-read (:db/id result))
{:flash? true
:request request})
:headers (cond-> {"hx-trigger" "modalclose"
"hx-retarget" (format "#entity-table tr[data-id=\"%d\"]" (:db/id result))
"hx-reswap" "outerHTML"})))))
(def edit-wizard (->EditWizard nil nil))
(defn initial-edit-wizard-state [request]
(let [entity (dc/pull (dc/db conn) default-read (:db/id (:route-params request)))
entity (select-keys entity (mut/keys edit-schema))]
entity (select-keys entity (mut/keys edit-schema))
entity (update entity :sales-summary/items (comp #(map (fn [x]
(if (= :ledger-side/debit (:ledger-mapped/ledger-side x))
(assoc x :debit (:ledger-mapped/amount x))
(assoc x :credit (:ledger-mapped/amount x))))
%) sort-items))]
(mm/->MultiStepFormState entity [] entity)))
@@ -395,7 +521,20 @@
(wrap-schema-enforce :route-schema [:map [:db/id entity-id]]))
::route/edit-wizard-navigate (-> mm/next-handler
(mm/wrap-wizard edit-wizard)
(mm/wrap-decode-multi-form-state))})
(mm/wrap-decode-multi-form-state))
::route/new-summary-item (-> (add-new-entity-handler [:step-params :sales-summary/items]
(fn render [cursor request]
(sales-summary-item-row*
{:value cursor
:client-id (:client-id (:query-params request)) }))
(fn build-new-row [base _]
(assoc base :sales-summary-item/manual? true)))
(wrap-schema-enforce :query-schema [:map
[:client-id {:optional true}
[:maybe entity-id]]]))
::route/edit-wizard-submit (-> mm/submit-handler
(mm/wrap-wizard edit-wizard)
(mm/wrap-decode-multi-form-state))})
(fn [h]
(-> h
(wrap-admin)

View File

@@ -138,7 +138,7 @@
(a-button- (merge
(dissoc params :index :colspan)
{
"@click" "$dispatch('newRow', {index: (newRowIndex++)})"
"@click.prevent" "$dispatch('newRow', {index: (newRowIndex++)})"
:color :secondary
:hx-trigger "newRow"
:hx-vals (hiccup/raw "js:{index: event.detail.index }")

View File

@@ -165,12 +165,13 @@
:else
[:div "No action possible."])]])
(defn default-render-step [linear-wizard step & {:keys [head body footer validation-route discard-route]}]
(defn default-render-step [linear-wizard step & {:keys [head body footer validation-route discard-route width-height-class]}]
(let [is-last? (= (step-key step) (last (steps linear-wizard)))]
(com/modal-card-advanced
{"@keydown.enter.prevent.stop" "if ($refs.next ) {$refs.next.click()}"
:class (str
"w-full h-full md:w-[750px] md:h-[600px]
(or width-height-class " md:w-[750px] md:h-[600px] ")
" w-full h-full
group-[.forward]/transition:htmx-swapping:opacity-0
group-[.forward]/transition:htmx-swapping:-translate-x-1/4
group-[.forward]/transition:htmx-swapping:scale-75

View File

@@ -379,8 +379,7 @@
(:account/name (d-accounts/clientize (dc/pull (dc/db conn) d-accounts/default-read value)
client-id)))})])
(defn- invoice-expense-account-row*
[{:keys [value client-id]}]
(defn- invoice-expense-account-row* [{:keys [value client-id]}]
(com/data-grid-row
(-> {:x-data (hx/json {:show (boolean (not (fc/field-value (:new? value))))
:accountId (fc/field-value (:invoice-expense-account/account value))})

View File

@@ -439,10 +439,14 @@
:explain
(me/humanize {:errors (assoc me/default-errors
::mc/missing-key {:error/message {:en "required"}})}))
(map (fn [[k v]]
(str (if (keyword? k)
(name k)
k) ": " (str/join ", " v))))
(map (fn [x]
(if (and (sequential? x)
(= (count x) 2))
(let [[k v] x]
(str (if (keyword? k)
(name k)
k) ": " (str/join ", " v))
(str x)))))
(str/join ", "))
{:type :schema-validation
:decoded (:value (:data (ex-data e)))
@@ -539,7 +543,8 @@
{:path (:in e)
:message (get-in humanized (:in e))})
(:errors (:explain (:error e))))]
(alog/warn ::form-4xx :errors errors)
(alog/warn ::form-4xx :errors errors
:data e)
(form-handler (assoc request
:form-params (:decoded e)
:field-validation-errors errors