mirror of
https://github.com/frappe/books.git
synced 2024-11-10 07:40:55 +00:00
incr: add MouseFollower
- unpaid invoices tooltips - fix getstarted
This commit is contained in:
parent
1e35635170
commit
e9226f38c8
@ -56,6 +56,10 @@ export class Converter {
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}
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static toDocValue(value: RawValue, field: Field, fyo: Fyo): DocValue {
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if (!field?.fieldtype) {
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console.log(value, field);
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console.trace();
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}
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switch (field.fieldtype) {
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case FieldTypeEnum.Currency:
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return toDocCurrency(value, field, fyo);
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@ -102,6 +106,9 @@ export class Converter {
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for (const fieldname in rawValueMap) {
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const field = fieldValueMap[fieldname];
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const rawValue = rawValueMap[fieldname];
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if (!field) {
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continue;
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}
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if (Array.isArray(rawValue)) {
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const parentSchemaName = (field as TargetField).target;
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@ -24,8 +24,13 @@
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"fieldtype": "Check"
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},
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{
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"fieldname": "itemCreated",
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"label": "Item Created",
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"fieldname": "salesItemCreated",
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"label": "Purchase Item Created",
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"fieldtype": "Check"
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},
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{
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"fieldname": "purchaseItemCreated",
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"label": "Sales Item Created",
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"fieldtype": "Check"
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},
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{
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@ -122,7 +122,7 @@
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>
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<div class="flex flex-col justify-center items-center">
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<p>
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{{ xi > -1 ? xLabels[xi] : '' }}
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{{ xi > -1 ? formatX(xLabels[xi]) : '' }}
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</p>
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<p class="font-semibold">
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{{ yi > -1 ? format(points[yi][xi]) : '' }}
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35
src/components/MouseFollower.vue
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35
src/components/MouseFollower.vue
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@ -0,0 +1,35 @@
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<template>
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<Tooltip ref="tooltip"><slot></slot></Tooltip>
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</template>
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<script>
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import { defineComponent } from 'vue';
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import Tooltip from './Tooltip.vue';
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export default defineComponent({
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props: { show: { type: Boolean, default: false } },
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components: { Tooltip },
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watch: {
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show(val) {
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if (val) {
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this.$refs.tooltip.create();
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this.setListeners();
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} else {
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this.$refs.tooltip.destroy();
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this.removeListener();
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}
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},
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},
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methods: {
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mousemoveListener(e) {
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this.$refs.tooltip.update(e);
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},
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setListeners() {
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window.addEventListener('mousemove', this.mousemoveListener);
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},
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removeListener() {
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window.removeEventListener('mousemove', this.mousemoveListener);
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},
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},
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});
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</script>
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@ -46,7 +46,8 @@ import { ModelNameEnum } from 'models/types';
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import LineChart from 'src/components/Charts/LineChart.vue';
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import { fyo } from 'src/initFyo';
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import { formatXLabels, getYMax } from 'src/utils/chart';
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import { getDatesAndPeriodicity } from 'src/utils/misc';
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import { getDatesAndPeriodList } from 'src/utils/misc';
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import { getMapFromList } from 'utils/';
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import PeriodSelector from './PeriodSelector';
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export default {
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@ -89,8 +90,25 @@ export default {
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},
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methods: {
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async setData() {
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const { fromDate, toDate } = await getDatesAndPeriodicity(this.period);
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this.data = await fyo.db.getCashflow(fromDate, toDate);
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const { periodList, fromDate, toDate } = await getDatesAndPeriodList(
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this.period
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);
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const data = await fyo.db.getCashflow(fromDate, toDate);
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const dataMap = getMapFromList(data, 'month-year');
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this.data = periodList.map((p) => {
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const key = p.toFormat('yyyy-MM');
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const item = dataMap[key];
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if (item) {
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return item;
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}
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return {
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inflow: 0,
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outflow: 0,
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'month-year': key,
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};
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});
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},
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async setHasData() {
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const accounts = await fyo.db.getAllRaw('Account', {
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@ -2,7 +2,7 @@
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<div class="flex justify-between gap-10">
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<div
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class="flex-col justify-between flex-1"
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v-for="invoice in invoices"
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v-for="(invoice, i) in invoices"
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:key="invoice.title"
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>
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<!-- Title and Period Selector -->
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@ -10,7 +10,7 @@
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<template #title>{{ invoice.title }}</template>
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<template #action>
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<PeriodSelector
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v-if="invoice.count"
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v-if="invoice.hasData"
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:value="$data[invoice.periodKey]"
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@change="(value) => ($data[invoice.periodKey] = value)"
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/>
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@ -53,7 +53,11 @@
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</div>
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<!-- Widget Bar -->
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<div class="mt-2 relative rounded overflow-hidden">
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<div
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class="mt-2 relative rounded overflow-hidden"
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@mouseenter="idx = i"
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@mouseleave="idx = -1"
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>
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<div
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class="w-full h-4"
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:class="
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@ -74,14 +78,33 @@
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</div>
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</div>
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</div>
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<MouseFollower
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v-if="invoices[0].hasData || invoices[1].hasData"
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:show="idx >= 0"
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class="text-sm shadow-md px-2 py-1 bg-white text-gray-900 border-l-2"
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:style="{ borderColor: colors[idx] }"
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>
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<div class="flex justify-between gap-4">
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<p>{{ t`Paid` }}</p>
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<p class="font-semibold">{{ invoices[idx]?.paidCount ?? 0 }}</p>
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</div>
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<div
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v-if="invoices[idx]?.unpaidCount > 0"
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class="flex justify-between gap-4"
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>
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<p>{{ t`Unpaid` }}</p>
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<p class="font-semibold">{{ invoices[idx]?.unpaidCount ?? 0 }}</p>
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</div>
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</MouseFollower>
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</div>
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</template>
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<script>
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import { t } from 'fyo';
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import { ModelNameEnum } from 'models/types';
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import Button from 'src/components/Button.vue';
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import MouseFollower from 'src/components/MouseFollower.vue';
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import { fyo } from 'src/initFyo';
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import { getDatesAndPeriodicity } from 'src/utils/misc';
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import { getDatesAndPeriodList } from 'src/utils/misc';
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import { routeTo } from 'src/utils/ui';
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import PeriodSelector from './PeriodSelector.vue';
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import SectionHeader from './SectionHeader.vue';
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@ -92,16 +115,22 @@ export default {
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PeriodSelector,
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SectionHeader,
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Button,
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MouseFollower,
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},
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data: () => ({
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idx: -1,
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colors: ['#33A1FF', '#B7BFC6'],
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invoices: [
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{
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title: t`Sales Invoices`,
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schemaName: ModelNameEnum.SalesInvoice,
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total: 0,
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unpaid: 0,
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hasData: false,
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paid: 0,
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count: 0,
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unpaidCount: 0,
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paidCount: 0,
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color: 'blue',
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periodKey: 'salesInvoicePeriod',
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barWidth: 40,
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@ -111,8 +140,11 @@ export default {
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schemaName: ModelNameEnum.PurchaseInvoice,
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total: 0,
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unpaid: 0,
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hasData: false,
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paid: 0,
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count: 0,
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unpaidCount: 0,
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paidCount: 0,
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color: 'gray',
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periodKey: 'purchaseInvoicePeriod',
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barWidth: 60,
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@ -131,7 +163,7 @@ export default {
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methods: {
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async calculateInvoiceTotals() {
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for (const invoice of this.invoices) {
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const { fromDate, toDate } = await getDatesAndPeriodicity(
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const { fromDate, toDate } = await getDatesAndPeriodList(
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this.$data[invoice.periodKey]
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);
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@ -141,14 +173,19 @@ export default {
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toDate
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);
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const count = await fyo.db.count(invoice.schemaName, {
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filters: { cancelled: false, submitted: true },
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});
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const { countTotal, countOutstanding } = await this.getCounts(
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invoice.schemaName,
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DateTime.fromISO(fromDate),
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DateTime.fromISO(toDate)
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);
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invoice.total = total ?? 0;
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invoice.unpaid = outstanding ?? 0;
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invoice.paid = total - outstanding;
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invoice.count = count;
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invoice.hasData = countTotal > 0;
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invoice.count = countTotal;
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invoice.paidCount = countTotal - countOutstanding;
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invoice.unpaidCount = countOutstanding;
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invoice.barWidth = (invoice.paid / (invoice.total || 1)) * 100;
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}
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},
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@ -156,6 +193,26 @@ export default {
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let doc = await fyo.doc.getNewDoc(invoice.schemaName);
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routeTo(`/edit/${invoice.schemaName}/${doc.name}`);
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},
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async getCounts(schemaName, fromDate, toDate) {
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const outstandingAmounts = await fyo.db.getAllRaw(schemaName, {
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fields: ['outstandingAmount'],
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filters: {
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cancelled: false,
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submitted: true,
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date: ['<=', toDate.toISO(), '>=', fromDate.toISO()],
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},
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});
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const isOutstanding = outstandingAmounts.map((o) =>
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parseFloat(o.outstandingAmount)
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);
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return {
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countTotal: isOutstanding.length,
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countOutstanding: isOutstanding.filter((o) => o > 0).length,
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};
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},
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},
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};
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</script>
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@ -166,43 +166,40 @@ export default {
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return;
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}
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if (!fyo.singles.GetStarted.itemCreated) {
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const count = await fyo.db.count('Item');
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if (count > 0) {
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toUpdate.itemCreated = 1;
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}
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if (!fyo.singles.GetStarted.salesItemCreated) {
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const count = await fyo.db.count('Item', { filters: { for: 'Sales' } });
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toUpdate.salesItemCreated = count > 0;
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}
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if (!fyo.singles.GetStarted.purchaseItemCreated) {
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const count = await fyo.db.count('Item', {
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filters: { for: 'Purchases' },
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});
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toUpdate.purchaseItemCreated = count > 0;
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}
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if (!fyo.singles.GetStarted.invoiceCreated) {
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const count = await fyo.db.count('SalesInvoice');
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if (count > 0) {
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toUpdate.invoiceCreated = 1;
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}
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toUpdate.invoiceCreated = count > 0;
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}
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if (!fyo.singles.GetStarted.customerCreated) {
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const count = fyo.db.count('Party', {
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const count = await fyo.db.count('Party', {
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filters: { role: 'Customer' },
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});
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if (count > 0) {
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toUpdate.customerCreated = 1;
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}
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toUpdate.customerCreated = count > 0;
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}
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if (!fyo.singles.GetStarted.billCreated) {
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const count = await fyo.db.count('SalesInvoice');
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if (count > 0) {
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toUpdate.billCreated = 1;
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}
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toUpdate.billCreated = count > 0;
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}
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if (!fyo.singles.GetStarted.supplierCreated) {
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const count = fyo.db.count('Party', {
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const count = await fyo.db.count('Party', {
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filters: { role: 'Supplier' },
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});
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if (count > 0) {
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toUpdate.supplierCreated = 1;
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}
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toUpdate.supplierCreated = count > 0;
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}
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await this.updateChecks(toUpdate);
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},
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@ -211,10 +208,10 @@ export default {
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await fyo.doc.getSingle('GetStarted');
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},
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isCompleted(item) {
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return fyo.singles.GetStarted.get(item.fieldname) || 0;
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return fyo.singles.GetStarted.get(item.fieldname) || false;
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},
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getIconComponent(item) {
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let completed = fyo.singles.GetStarted[item.fieldname] || 0;
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let completed = fyo.singles.GetStarted[item.fieldname] || false;
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let name = completed ? 'green-check' : item.icon;
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let size = completed ? '24' : '18';
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return {
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@ -84,8 +84,8 @@ export function getGetStartedConfig() {
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label: t`Add Items`,
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icon: 'item',
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description: t`Add products or services that you sell to your customers`,
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action: () => routeTo('/list/Item'),
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fieldname: 'itemCreated',
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action: () => routeTo(`/list/Item/for/Sales/${t`Sales Items`}`),
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fieldname: 'salesItemCreated',
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documentation: 'https://frappebooks.com/docs/setting-up#3-add-items',
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},
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{
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@ -93,7 +93,7 @@ export function getGetStartedConfig() {
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label: t`Add Customers`,
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icon: 'customer',
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description: t`Add a few customers to create your first invoice`,
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action: () => routeTo('/list/Customer'),
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action: () => routeTo(`/list/Party/role/Customer/${t`Customers`}`),
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fieldname: 'customerCreated',
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documentation:
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'https://frappebooks.com/docs/setting-up#4-add-customers',
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@ -118,15 +118,16 @@ export function getGetStartedConfig() {
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label: t`Add Items`,
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icon: 'item',
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description: t`Add products or services that you buy from your suppliers`,
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action: () => routeTo('/list/Item'),
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fieldname: 'itemCreated',
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action: () =>
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routeTo(`/list/Item/for/Purchases/${t`Purchase Items`}`),
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fieldname: 'purchaseItemCreated',
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},
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{
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key: 'Add Suppliers',
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label: t`Add Suppliers`,
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icon: 'supplier',
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description: t`Add a few suppliers to create your first bill`,
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action: () => routeTo('/list/Supplier'),
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action: () => routeTo(`/list/Party/role/Supplier/${t`Suppliers`}`),
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fieldname: 'supplierCreated',
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},
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{
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@ -7,9 +7,9 @@ import SetupWizardSchema from 'schemas/app/SetupWizard.json';
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import { Schema } from 'schemas/types';
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import { fyo } from 'src/initFyo';
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export function getDatesAndPeriodicity(
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export function getDatesAndPeriodList(
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period: 'This Year' | 'This Quarter' | 'This Month'
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): { fromDate: string; toDate: string } {
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): { periodList: DateTime[]; fromDate: string; toDate: string } {
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const toDate: DateTime = DateTime.now();
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let fromDate: DateTime;
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@ -23,7 +23,22 @@ export function getDatesAndPeriodicity(
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fromDate = toDate.minus({ days: 1 });
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}
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/**
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* periodList: Monthly decrements before toDate until fromDate
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*/
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const periodList: DateTime[] = [toDate];
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while (true) {
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const nextDate = periodList.at(0)!.minus({ months: 1 });
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if (nextDate.toMillis() < fromDate.toMillis()) {
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break;
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}
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periodList.unshift(nextDate);
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}
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periodList.shift();
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return {
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periodList,
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fromDate: fromDate.toISO(),
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toDate: toDate.toISO(),
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};
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@ -29,3 +29,21 @@ export function useKeys(callback?: (keys: Set<string>) => void) {
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return keys;
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}
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export function useMouseLocation() {
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const loc = ref({ clientX: 0, clientY: 0 });
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const mousemoveListener = (e: MouseEvent) => {
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loc.value.clientX = e.clientX;
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loc.value.clientY = e.clientY;
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};
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onMounted(() => {
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window.addEventListener('mousemove', mousemoveListener);
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});
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onUnmounted(() => {
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window.removeEventListener('mousemove', mousemoveListener);
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});
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return loc;
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}
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