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Sales summaries in slightly more detail

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Bryce
2024-04-29 22:44:09 -07:00
parent 1b80712742
commit f25ddc2ee4
3 changed files with 320 additions and 79 deletions
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109
src/clj/auto_ap/ssr/admin/sales_summaries.clj
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@@ -44,9 +44,20 @@
:size :small}))]])
(def default-read '[:db/id
*
[:sales-summary/date :xform clj-time.coerce/from-date]
{:sales-summary/client [:client/code :client/name]}
*]) ;; TODO
{: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]}
: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
(defn fetch-ids [db request]
(let [query-params (:parsed-query-params request)
@@ -96,7 +107,7 @@
[(->> (hydrate-results ids-to-retrieve db request))
matching-count]))
(defn get-debits [ss]
#_(defn get-debits [ss]
{:card-payments (+ (:sales-summary/total-card-payments ss 0.0)
(:sales-summary/total-card-fees ss 0.0)
(- (:sales-summary/total-card-refunds ss 0.0)))
@@ -117,6 +128,11 @@
:discounts (+ (:sales-summary/discount ss 0.0))
:returns (+ (:sales-summary/total-returns ss 0.0))})
(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))))
(def grid-page
(helper/build {:id "entity-table"
:id-fn :db/id
@@ -159,25 +175,25 @@
:name "credits"
:sort-key "credits"
:render (fn [ss]
(let [total-debits (reduce + 0.0 (vals (get-debits ss)))
total-credits (+ (- (+ (reduce + 0.0 (map :sales-summary-item/total (:sales-summary/sales-items ss)))
(reduce + 0.0 (map :sales-summary-item/discount (:sales-summary/sales-items ss))))
(reduce + 0.0 (map :sales-summary-item/tax (:sales-summary/sales-items ss))))
(:sales-summary/total-tax ss 0.0)
(:sales-summary/total-tip ss 0.0))]
(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 [[n x] (group-by :sales-summary-item/category (:sales-summary/sales-items ss))]
[:li n ": " (format "$%,.2f" (- (+ (reduce + 0.0 (map :sales-summary-item/total x))
(reduce + 0.0 (map :sales-summary-item/discount x)))
(reduce + 0.0 (map :sales-summary-item/tax x))))])
[:li "Sales subtotal: " (format "$%,.2f" (- (+ (reduce + 0.0 (map :sales-summary-item/total (:sales-summary/sales-items ss)))
(reduce + 0.0 (map :sales-summary-item/discount (:sales-summary/sales-items ss))))
(reduce + 0.0 (map :sales-summary-item/tax (:sales-summary/sales-items ss)))))]
[:li "Tax: " (format "$%,.2f" (:sales-summary/total-tax ss))]
[:li "Tips: " (format "$%,.2f" (:sales-summary/total-tip ss))]
(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))]])
@@ -188,51 +204,22 @@
:name "debits"
:sort-key "debits"
:render (fn [ss]
(let [{:keys [card-payments food-app-payments
cash-payments discounts fees
gift-card-payments
returns refunds total-unknown-processor-payments] :as debits} (get-debits ss)
total-debits (reduce + 0.0 (vals debits))
total-credits (+ (- (+ (reduce + 0.0 (map :sales-summary-item/total (:sales-summary/sales-items ss)))
(reduce + 0.0 (map :sales-summary-item/discount (:sales-summary/sales-items ss))))
(reduce + 0.0 (map :sales-summary-item/tax (:sales-summary/sales-items ss))))
(:sales-summary/total-tax ss 0.0)
(:sales-summary/total-tip ss 0.0))]
(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
[:li "Card Payments: "
(format "$%,.2f" card-payments)]
[:li "Food App Payments: "
(format "$%,.2f" food-app-payments)]
[:li "Gift Card Payments"
(format "$%,.2f" gift-card-payments)]
[:li "Unknown Processor Payments: "
(format "$%,.2f" total-unknown-processor-payments)]
[:li "Cash Payments: "
(format "$%,.2f" cash-payments)]
[:li "Discounts: "
(format "$%,.2f" discounts)]
[:li "Fees: "
(format "$%,.2f" fees)]
[:li "Returns: "
(format "$%,.2f" returns)]
#_[:li "Refunds: "
(format "$%,.2f" refunds)]
(for [si (:sales-summary/payment-items ss)
:when (= :ledger-side/debit (:ledger-mapped/ledger-side si))]
[:li (:sales-summary-item/category si) ": " (format "$%,.2f" (:ledger-mapped/amount si))])
[:li (com/pill {:color (if (dollars= total-debits total-credits)
:primary
:red)} "Total: " (format "$%,.2f" total-debits))]])
#_(count))}]}))
;; TODO schema cleanup