312 lines
15 KiB
Clojure
312 lines
15 KiB
Clojure
(ns auto-ap.views.pages.ledger.balance-sheet
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(:require
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[auto-ap.forms :as forms]
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[auto-ap.forms.builder :as form-builder]
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[auto-ap.ledger.reports :as l-reports]
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[auto-ap.status :as status]
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[auto-ap.subs :as subs]
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[auto-ap.views.components :as com]
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[auto-ap.views.components.layouts
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:refer [appearing-side-bar side-bar-layout]]
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[auto-ap.views.components.modal :as modal]
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[auto-ap.views.pages.data-page :as data-page]
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[auto-ap.views.pages.ledger.report-table :as rtable]
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[auto-ap.views.pages.ledger.side-bar :refer [ledger-side-bar]]
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[auto-ap.views.pages.ledger.table :as ledger-table]
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[auto-ap.views.components.buttons :as buttons]
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[auto-ap.views.utils
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:refer [date-picker dispatch-event local-now with-user date->str standard]]
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[cljs-time.core :as t]
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[clojure.set :as set]
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[clojure.string :as str]
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[re-frame.core :as re-frame]
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[react-dom :as react-dom]
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[reagent.core :as reagent]
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[vimsical.re-frame.cofx.inject :as inject]
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[vimsical.re-frame.fx.track :as track]))
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(defn data-params->query-params [params]
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(when params
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{:start (:start params 0)
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:sort (:sort params)
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:per-page (:per-page params)
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:vendor-id (:id (:vendor params))
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:client-id (:client-id params )
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:numeric-code (:numeric-code params)
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:date-range (:date-range params)}))
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(re-frame/reg-sub
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::ledger-list-active?
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(fn [db]
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(-> db ::ledger-list-active?)))
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(re-frame/reg-event-db
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::received
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[(forms/in-form ::form)]
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(fn [db [_ data]]
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(-> db
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(assoc :report (:balance-sheet data)))))
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(re-frame/reg-event-fx
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::change
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[with-user (forms/in-form ::form)]
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(fn [{:keys [db]} [_ & event]]
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{:db (dissoc db :report)
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:dispatch-n [(into [::forms/change ::form] event)
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[::ledger-list-closing]]}))
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(re-frame/reg-event-db
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::ledger-list-closing
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(fn [db]
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(assoc db ::ledger-list-active? false)))
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(re-frame/reg-event-fx
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::report-requested
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[with-user (forms/in-form ::form) (re-frame/inject-cofx ::inject/sub [::subs/client])]
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(fn [{:keys [db user ::subs/client]} [_]]
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{:db (dissoc db :report)
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:graphql {:token user
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:query-obj {:venia/queries [[:balance-sheet
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(-> (:data db)
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(dissoc :clients)
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(assoc :client-ids (map (comp :id :client) (:clients (:data db)))))
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[[:balance-sheet-accounts [:name :amount :account-type :id :numeric-code :client-id]]
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[:comparable-balance-sheet-accounts [:name :amount :account-type :id :client-id :numeric-code]]]]]}
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:owns-state {:single ::page}
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:on-success [::received]}}))
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(defn email-body [report-url]
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(js/encodeURIComponent
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(str
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"Hello,
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Click here (" report-url ") to download your financial reports. We have not finished reviewing and reconciling these numbers with you. Please review and let us know if anything seems missing or in need of correction.
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Click here (http://app.integreatconsult.com/) to login to the Financials app to review the details here.
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Click here (https://share.vidyard.com/watch/MHTo5PyXPxXUpVH93RWFM9?) for a video on how to run a P&L on your own.
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To see a history of past financial reports, click here: https://app.integreatconsult.com/reports/
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NOTE: Please review the transactions we may have question for you here: https://app.integreatconsult.com/transactions/requires-feedback. You can either edit the transaction to what expense account it should be or email back what it should be.")))
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(re-frame/reg-event-fx
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::received-pdf
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[(re-frame/inject-cofx ::inject/sub [::subs/client])]
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(fn [{:keys [::subs/client]} [_ result]]
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{:dispatch [::modal/modal-requested {:title "Your report is ready"
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:body [:div
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[:div "Click "
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[:a {:href (-> result :balance-sheet-pdf :url) :target "_new"} "here"] " to view it."]
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(when (and (seq (:emails client)) @(re-frame/subscribe [::subs/is-admin?]))
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[:div "Once you've confirmed you're happy with it, click "
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[:a {:href (str "mailto:" (str/join ";" (map :email (:emails client))) "?body=" (email-body (-> result :balance-sheet-pdf :url))
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"&subject=" (-> result :balance-sheet-pdf :name) " is ready")}
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"here"] " to open your email client and to send it to " (str/join "," (map (fn [e]
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(str (:email e) " (" (:description e) ")"))
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(:emails client))) "."])]}]}))
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(re-frame/reg-event-fx
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::export-pdf
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[with-user (forms/in-form ::form) (re-frame/inject-cofx ::inject/sub [::subs/client])]
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(fn [{:keys [db user ::subs/client]} [_]]
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{:db (dissoc db :report)
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:graphql {:token user
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:query-obj {:venia/queries [[:balance-sheet-pdf
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(-> (:data db)
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(dissoc :clients)
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(assoc :client-ids (map (comp :id :client) (:clients (:data db)))))
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[:url :name]]]}
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:owns-state {:single ::page}
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:on-success [::received-pdf]}}))
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(re-frame/reg-event-fx
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::investigate-clicked
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(fn [{:keys [db]} [_ {:keys [numeric-code date-range client-id]}]]
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{:db (-> db (assoc ::ledger-list-active? true))
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:dispatch [::data-page/additional-params-changed ::ledger {:client-id client-id
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:numeric-code numeric-code
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:date-range {:start "2000-01-01"
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:end (date->str date-range standard)}}]}))
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(re-frame/reg-event-fx
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::ledger-params-change
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[with-user]
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(fn [{:keys [user]} [_ ledger-params]]
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(when (seq ledger-params)
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{:graphql {:token user
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:owns-state {:single [::data-page/page ::ledger]}
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:query-obj {:venia/queries [[:ledger-page
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{:filters (data-params->query-params ledger-params)}
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[[:journal-entries [:id
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:source
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:original-entity
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:amount
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:alternate-description
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[:vendor
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[:name :id]]
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[:client
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[:name :id]]
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[:line-items
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[:id :debit :credit :location :running-balance
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[:account [:id :name]]]]
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:date]]
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:total
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:start
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:end]]]}
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:on-success (fn [result]
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[::data-page/received ::ledger (set/rename-keys (:ledger-page result)
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{:journal-entries :data})])}})))
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(re-frame/reg-event-fx
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::unmounted-balance-sheet
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(fn [{:keys [db]} _]
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{
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:db (dissoc db ::ledger-list-active?)
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:dispatch [::data-page/dispose ::ledger]
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::track/dispose {:id ::ledger-params}}))
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(re-frame/reg-event-fx
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::mounted-balance-sheet
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(fn [{:keys [db]} _]
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{:db (forms/start-form db ::form {:date (local-now)
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:comparison-date (t/minus (local-now) (t/years 1))
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:clients (mapv (fn [c] {:client c :id (random-uuid)})
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[(some-> @(re-frame/subscribe [::subs/client]) (select-keys [:name :id]) )])
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:include-comparison false})
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::track/register {:id ::ledger-params
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:subscription [::data-page/params ::ledger]
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:event-fn (fn [params] [::ledger-params-change params])}}))
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(defn report-control-detail [{:keys [active box which]} children]
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(when (and @box
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(= which @active))
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(react-dom/createPortal (reagent/as-element
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[:div.notification.is-light
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[:a.delete {:on-click (fn [] (reset! active nil))}]
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children
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])
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@box)))
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(defn report-form []
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(let [!box (atom nil)
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active (reagent/atom nil)]
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(fn []
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(let [{:keys [data]} @(re-frame/subscribe [::forms/form ::form])]
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[form-builder/builder {:change-event [::change]
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:submit-event [::report-requested]
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:id ::form}
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[:div
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[:div.report-controls
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[:div.level
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[:div.level-left
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[:div.level-item
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[:div.mt-5
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[buttons/dropdown {:on-click (fn [] (reset! active :clients))}
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[:span (str "Companies"
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(when-let [clients (:clients data)]
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(str " (" (str/join ", " (map (comp :name :client) clients)) ")")))]]
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[report-control-detail {:active active :box !box :which :clients}
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[:div {:style {:width "20em"}}
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[:h4.subtitle "Companies"]
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[form-builder/raw-field-v2 {:field :clients}
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[com/multi-field-v2 {:new-text "Add another company"
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:template [[form-builder/raw-field-v2 {:field :client}
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[com/entity-typeahead {:entities @(re-frame/subscribe [::subs/clients])
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:style {:width "18em"}
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:entity->text :name}]]]
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:key-fn :id}]]]]]]
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[:div.level-item
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[:div.control
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[form-builder/field-v2 {:field :date}
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"Date"
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[date-picker {:output :cljs-date}]]]]
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[:div.level-item
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[form-builder/field-v2 {:field :include-comparison}
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[:div.mt-5]
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[com/switch-input {:id "include-comparison"
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:label "Include comparison"}]]]
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[:div.level-item
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(when (boolean (:include-comparison data))
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[form-builder/field-v2 {:field :comparison-date}
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"Comparison Date"
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[date-picker {:output :cljs-date}]])]]
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[:div.level-right
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[:div.buttons
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[:button.button.is-secondary {:on-click (dispatch-event [::export-pdf])} "Export"]
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[:button.button.is-primary "Run"]]]]
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[:div.report-control-detail {:ref (fn [el]
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(when (not= @!box el)
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(reset! !box el)))}]]]
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]))))
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(defn balance-sheet-report [{:keys [args report-data]}]
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(let [pnl-data (concat (->> (:balance-sheet-accounts report-data)
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(map (fn [b]
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(assoc b
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:period (:date args)
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:amount (js/parseFloat (:amount b))))))
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(->> (:comparable-balance-sheet-accounts report-data)
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(map (fn [b]
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(assoc b
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:period (:comparison-date args)
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:amount (js/parseFloat (:amount b)))))))
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client-names (->> @(re-frame/subscribe [::subs/clients-by-id])
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(map (fn [[k v]]
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[k (:name v)]))
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(into {}))
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pnl-data (l-reports/->PNLData args pnl-data client-names)
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report (l-reports/summarize-balance-sheet pnl-data)
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client-count (count (set (map :client-id (:data pnl-data))))]
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[:<> [:h1.title "Balance Sheet - " (str/join ", " (map client-names (set (map :client-id (:data pnl-data)))))]
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(when (:warning report)
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[:div.notification.is-warning.is-light
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(:warning report)])
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[rtable/table {:widths (cond-> (into [30 ] (repeat 13 client-count))
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(:include-comparison args) (into (repeat 13 (* 2 client-count))))
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:click-event ::investigate-clicked
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:table report}]]))
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(defn balance-sheet-content []
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(let [current-client @(re-frame/subscribe [::subs/client])
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status @(re-frame/subscribe [::status/single ::page])
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{params :data report :report} @(re-frame/subscribe [::forms/form ::form])]
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[:div.is-inline
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[status/status-notification {:statuses [[::status/single ::page]]}]
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[report-form]
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[status/big-loader status]
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(when (and (not= :loading (:state status))
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report)
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[balance-sheet-report {:args (assoc params
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:periods (filter identity (cond-> [(:date params)]
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(:include-comparison params) (conj (:comparison-date params)))))
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:report-data report}])]))
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(defn ledger-list [_ ]
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[:div [:a.delete.is-pulled-right {:on-click (dispatch-event [::ledger-list-closing])}]
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[:div
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[:h1.title "Ledger entries"]
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[ledger-table/table {:id :ledger
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:data-page ::ledger}]]])
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(defn balance-sheet-page []
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(reagent/create-class
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{:display-name "balance-sheet-page"
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:component-did-mount #(re-frame/dispatch [::mounted-balance-sheet])
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:component-will-unmount #(re-frame/dispatch [::unmounted-balance-sheet])
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:reagent-render
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(fn []
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(let [ledger-list-active? @(re-frame/subscribe [::ledger-list-active?])
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user (re-frame/subscribe [::subs/user])]
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(if (not= "manager" (:user/role @user))
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[side-bar-layout
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{:side-bar [ledger-side-bar]
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:main [balance-sheet-content]
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:right-side-bar [appearing-side-bar
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{:visible? ledger-list-active?}
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[ledger-list]]}]
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[:div "Not authorized"])))}))
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