Commit Graph

12 Commits

Author SHA1 Message Date
jordi fita mas a7c1df20f0 Compute the total amount, base plus taxes, of all expenses
This works mostly like invoices: i have to “update” the expense form
to compute its total based on the subtotal and the selected taxes,
although in this case i do no need to compute the subtotal because that
is given by the user.

Nevertheless, i added a new function to compute that total because it
was already hairy enough for the dashboard, that also needs to compute
the tota, not just the base, and i wanted to test that function.

There is no need for a custom input type for that function as it only
needs a couple of simple domains.   I have created the output type,
though, because otherwise i would need to have records or “reuse” any
other “amount” output type, which would be confusing.\

Part of #68.
2023-07-13 20:50:26 +02:00
jordi fita mas f40e4fdb2e Fix passing company ID to expenses chart query
By mistake, i was using 1 instead of $1, but i all was OK in testing
because there is only a single company with ID = 1.
2023-06-21 09:47:23 +02:00
jordi fita mas 46b079cb0b Add tooltips to the SVG chart with date and amount 2023-05-21 19:22:46 +02:00
jordi fita mas 02a4fad443 Refactor a bit the code that draws SVG polylines in circles 2023-05-21 18:59:42 +02:00
jordi fita mas eb47988464 Add a background rectangle to the chart and fix NaN when max = 0 2023-05-21 00:14:48 +02:00
jordi fita mas 39b0b801b2 Add income and expenses chart in SVG 2023-05-20 15:53:59 +02:00
jordi fita mas d1b978054b Fix dashboard period ranges and add previous month and quarter options
Oriol told me what he actually wants: a way to see the current month,
quarter, and year for both double-check that the taxes form are filled
in correct and to see whether the business is doing well.  This is
specially important for the quarter period, as he has to fill taxes
each quarter.  Thus, the “last 90 days” thing i did was easier for me,
but completely useless for him.

We also decided to add previous month and previous quarter options
because it would be unfair to expect users check that data exactly the
last day or “lose access” to it.
2023-05-19 14:05:57 +02:00
jordi fita mas 121f03b63c Add expense_tax_amount to properly compute the net income 2023-05-18 12:36:18 +02:00
jordi fita mas 987a99e0df Add a period filter for the dashboard
I do not yet know whether Oriol wants a YTD or MAT period, and i went
for the easiest for me: everything is MAT.
2023-05-17 12:05:30 +02:00
jordi fita mas f68aba1387 Coalesce individual dashboard results to 0 when computing net income 2023-05-16 15:24:14 +02:00
jordi fita mas ef1003a685 Coalesce dashboard results to 0 2023-05-16 15:14:20 +02:00
jordi fita mas ce42880697 Begin the dashboard with expenses, gross income, net income, and taxes
For now i use a too-long SQL query for that, but will probably replace
it with a view.  I have to check that it is correct before i do so,
however.
2023-05-16 14:56:49 +02:00