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adds profit and loss snapshot.

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This commit is contained in:
Bryce
2024-04-27 21:37:48 -07:00
parent a2fc817d14
commit f6b413a9f5
3 changed files with 83 additions and 28 deletions
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2
resources/public/output.css
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36
src/clj/auto_ap/graphql/ledger.clj
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@@ -190,6 +190,22 @@
client-ids))
true ->graphql)))
(defn get-profit-and-loss-raw [client-ids periods]
(let [ all-ledger-entries (->> client-ids
(map (fn [client-id]
[client-id (full-ledger-for-client client-id)]))
(into {}))
lookup-account (->> client-ids
(map (fn [client-id]
[client-id (build-account-lookup client-id)]))
(into {}))]
(->graphql {:periods
(->> periods
(mapv (fn [{:keys [start end]}]
{:accounts (mapcat
#(roll-up-until (lookup-account %) (all-ledger-entries %) (coerce/to-date end) (coerce/to-date start) )
client-ids)})))})))
(defn get-profit-and-loss [context args _]
(let [client-id (:client_id args)
client-ids (or (some-> client-id vector)
@@ -200,22 +216,10 @@
(assert-can-see-client (:id context) client-id))
_ (when (and (:include_deltas args)
(:column_per_location args))
(throw (ex-info "Please select one of 'Include deltas' or 'Column per location'" {:validation-error "Please select one of 'Include deltas' or 'Column per location'"})))
all-ledger-entries (->> client-ids
(map (fn [client-id]
[client-id (full-ledger-for-client client-id)]))
(into {}))
lookup-account (->> client-ids
(map (fn [client-id]
[client-id (build-account-lookup client-id)]))
(into {}))]
(->graphql
{:periods
(->> (:periods args)
(mapv (fn [{:keys [start end]}]
{:accounts (mapcat
#(roll-up-until (lookup-account %) (all-ledger-entries %) (coerce/to-date end) (coerce/to-date start) )
client-ids)})))})))
(throw (ex-info "Please select one of 'Include deltas' or 'Column per location'" {:validation-error "Please select one of 'Include deltas' or 'Column per location'"}))) ]
(get-profit-and-loss-raw client-ids (:periods args))))
;; profit and loss based off of index

73
src/clj/auto_ap/ssr/dashboard.clj
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@@ -1,6 +1,8 @@
(ns auto-ap.ssr.dashboard
(:require [auto-ap.datomic :refer [conn]]
[auto-ap.graphql.utils :refer [extract-client-ids]]
[auto-ap.graphql.ledger :refer [get-profit-and-loss-raw]]
[auto-ap.graphql.utils :refer [<-graphql extract-client-ids]]
[auto-ap.ledger.reports :as r]
[auto-ap.routes.dashboard :as d-routes]
[auto-ap.routes.utils :refer [wrap-admin
wrap-client-redirect-unauthenticated]]
@@ -91,8 +93,8 @@ valid-clients (extract-client-ids (:clients request)
[?e :sales-order/total ?total]]
(dc/db conn)
[valid-clients
(coerce/to-date (time/plus (time/now) (time/days -14)))
(coerce/to-date (time/now))])
(coerce/to-date (time/with-time-at-start-of-day (time/plus (time/now) (time/days -14))))
(coerce/to-date (time/with-time-at-start-of-day (time/plus (time/now) (time/days 1))))])
(sort-by first))]
(com/card {:class "w-full h-full p-4"}
[:h1.text-2xl.font-bold.text-slate-700 "Gross sales, last 14 days"]
@@ -100,12 +102,13 @@ valid-clients (extract-client-ids (:clients request)
[:canvas.w-full.h-full.p-8 {:x-data (hx/json {:chart nil
:labels (map first totals)
:data (map second totals)})
:x-init " new Chart($el, {
:x-init
"new Chart($el, {
type: 'bar',
data: {
labels: labels,
datasets: [{
label: 'Total invoice spend',
label: 'Gross sales',
data: data,
borderWidth: 1
}]
@@ -138,8 +141,8 @@ valid-clients (extract-client-ids (:clients request)
[?ea :account/name ?an]]
(dc/db conn)
[valid-clients
(coerce/to-date (time/plus (time/now) (time/months -1)))
(coerce/to-date (time/now))])
(coerce/to-date (time/with-time-at-start-of-day (time/plus (time/now) (time/months -1))))
(coerce/to-date (time/plus (time/with-time-at-start-of-day (time/now)) (time/days 1)))])
(sort-by last)
(reverse)
(take 5))]
@@ -155,7 +158,7 @@ valid-clients (extract-client-ids (:clients request)
data: {
labels: labels,
datasets: [{
label: 'Gross Sales',
label: 'Total invoices',
data: data,
borderWidth: 1
}]
@@ -167,6 +170,55 @@ valid-clients (extract-client-ids (:clients request)
}
});"}]])))
(defn pnl-card [request]
(com/card {:class "w-full h-full p-4"}
[:h1.text-2xl.font-bold.text-gray-700
"Profit and Loss"
]
(let [all-clients (extract-client-ids (:clients request)
(:client-id request)
(when (:client-code request)
[:client/code (:client-code request)]))
clients (take 10 all-clients)
data (<-graphql (get-profit-and-loss-raw clients
[{:start (time/plus (time/now) (time/days -90))
:end (time/now)}]))
data (r/->PNLData {} (:accounts (first (:periods data))) {})
sales (r/aggregate-accounts (r/filter-categories data [ :sales]))
expenses (r/aggregate-accounts (r/filter-categories data [ :cogs :payroll :controllable :fixed-overhead :ownership-controllable ]))]
(list
(when (not= (count all-clients) (count clients))
[:div.bg-yellow-100.rounded-lg.p-4.my-2.text-yellow-900 "Warning: Too many clients are selected. This report only shows 10 of the selected clients."])
[:canvas.w-full.h-full.p-8 {:x-data (hx/json {:chart nil
:labels [(format "Income $%,.2f" sales) (format "Expenses $%,.2f" expenses)]
:data [sales expenses]})
:x-init
"new Chart($el, {
type: 'bar',
data: {
labels: labels,
datasets: [{
label: 'Dollars',
data: data,
borderWidth: 1
}]
},
options: {
responsive: true,
indexAxis: 'y',
maintainAspectRatio: false,
scales: {
x: {
beginAtZero: true
}
}
}
});"}]
[:div
"Income: " (format "$%,.2f" sales)]
[:div
"Expenses: " (format "$%,.2f" expenses)]))))
(defn- page-contents [request]
[:div
[:div {:class "grid grid-cols-1 lg:grid-cols-2 2xl:grid-cols-3 gap-4 auto-rows-fr max-h-[970px]"}
@@ -180,9 +232,8 @@ valid-clients (extract-client-ids (:clients request)
[:div
(sales-chart-card request)]
[:div
(com/card {:class "w-full h-full p-4"}
[:h1.text-2xl.font-bold.text-gray-700
"Tasks"])
(pnl-card request)
]
] ])