@hed-hog/finance 0.0.298 → 0.0.300

package/hedhog/data/dashboard.yaml

@@ -0,0 +1,6 @@
+- slug: finance-overview
+  icon: badge-dollar-sign
+  is_template: true
+  name:
+    en: Finance Overview
+    pt: Visão Financeira

package/hedhog/data/dashboard_component.yaml

@@ -0,0 +1,142 @@
+- slug: cash-balance-kpi
+  library_slug: finance
+  width: 2
+  height: 1
+  name:
+    en: Cash Balance
+    pt: Saldo em Caixa
+  description:
+    en: Shows the current company cash balance.
+    pt: Mostra o saldo atual de caixa da empresa.
+
+- slug: payable-30d-kpi
+  library_slug: finance
+  width: 2
+  height: 1
+  name:
+    en: Payables 30 Days
+    pt: A Pagar 30 Dias
+  description:
+    en: Shows payables due in 30 days and the 7-day subtotal.
+    pt: Mostra contas a pagar em 30 dias e o subtotal de 7 dias.
+
+- slug: receivable-30d-kpi
+  library_slug: finance
+  width: 2
+  height: 1
+  name:
+    en: Receivables 30 Days
+    pt: A Receber 30 Dias
+  description:
+    en: Shows receivables due in 30 days and the 7-day subtotal.
+    pt: Mostra contas a receber em 30 dias e o subtotal de 7 dias.
+
+- slug: default-kpi
+  library_slug: finance
+  width: 2
+  height: 1
+  name:
+    en: Default Amount
+    pt: Inadimplência
+  description:
+    en: Shows the current default amount.
+    pt: Mostra o valor atual de inadimplência.
+
+- slug: pending-approvals-kpi
+  library_slug: finance
+  width: 2
+  height: 1
+  name:
+    en: Pending Approvals KPI
+    pt: KPI de Aprovações Pendentes
+  description:
+    en: Shows the current pending approval queue and total value awaiting review.
+    pt: Mostra a fila atual de aprovações pendentes e o valor total aguardando análise.
+
+- slug: pending-reconciliation-kpi
+  library_slug: finance
+  width: 2
+  height: 1
+  name:
+    en: Pending Reconciliation KPI
+    pt: KPI de Conciliação Pendente
+  description:
+    en: Shows the volume of bank statements still pending reconciliation.
+    pt: Mostra o volume de extratos bancários ainda pendentes de conciliação.
+
+- slug: cash-flow-chart
+  library_slug: finance
+  width: 6
+  height: 6
+  name:
+    en: Cash Flow Chart
+    pt: Gráfico de Fluxo de Caixa
+  description:
+    en: Compares predicted and realized cash flow.
+    pt: Compara o fluxo de caixa previsto e realizado.
+
+- slug: financial-alerts
+  library_slug: finance
+  width: 6
+  height: 3
+  name:
+    en: Financial Alerts
+    pt: Alertas Financeiros
+  description:
+    en: Highlights overdue items, pending reconciliation and open period.
+    pt: Destaca títulos vencidos, conciliação pendente e período aberto.
+
+- slug: bank-reconciliation-status
+  library_slug: finance
+  width: 6
+  height: 3
+  name:
+    en: Bank Reconciliation Status
+    pt: Status de Conciliação Bancária
+  description:
+    en: Summarizes pending reconciliation and cash differences across bank accounts.
+    pt: Resume conciliações pendentes e diferenças de saldo entre as contas bancárias.
+
+- slug: upcoming-payable
+  library_slug: finance
+  width: 4
+  height: 4
+  name:
+    en: Upcoming Payables
+    pt: Próximos A Pagar
+  description:
+    en: Lists upcoming payable due dates.
+    pt: Lista os próximos vencimentos a pagar.
+
+- slug: upcoming-receivable
+  library_slug: finance
+  width: 4
+  height: 4
+  name:
+    en: Upcoming Receivables
+    pt: Próximos A Receber
+  description:
+    en: Lists upcoming receivable due dates.
+    pt: Lista os próximos vencimentos a receber.
+
+- slug: pending-approvals-list
+  library_slug: finance
+  width: 4
+  height: 4
+  name:
+    en: Pending Approvals List
+    pt: Lista de Aprovações Pendentes
+  description:
+    en: Shows the most recent financial approvals waiting for action.
+    pt: Mostra as aprovações financeiras mais recentes aguardando ação.
+
+- slug: receivable-aging-analysis
+  library_slug: finance
+  width: 12
+  height: 3
+  name:
+    en: Receivable Aging Analysis
+    pt: Análise de Aging do Recebível
+  description:
+    en: Breaks down overdue receivables by aging range.
+    pt: Detalha os recebíveis em atraso por faixa de vencimento.

package/hedhog/data/dashboard_component_role.yaml

@@ -0,0 +1,78 @@
+- component_id:
+    where:
+      slug: cash-balance-kpi
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: payable-30d-kpi
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: receivable-30d-kpi
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: default-kpi
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: cash-flow-chart
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: financial-alerts
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: upcoming-payable
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: upcoming-receivable
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: pending-approvals-kpi
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: pending-reconciliation-kpi
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: bank-reconciliation-status
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: pending-approvals-list
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: receivable-aging-analysis
+  role_id:
+    where:
+      slug: admin-finance

package/hedhog/data/dashboard_item.yaml

@@ -0,0 +1,155 @@
+- component_id:
+    where:
+      slug: cash-balance-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 0
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: payable-30d-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 2
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: receivable-30d-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 4
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: default-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 6
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: pending-approvals-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 8
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: pending-reconciliation-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 10
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: cash-flow-chart
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 6
+  height: 6
+  x_axis: 0
+  y_axis: 1
+
+- component_id:
+    where:
+      slug: financial-alerts
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 6
+  height: 3
+  x_axis: 6
+  y_axis: 1
+
+- component_id:
+    where:
+      slug: bank-reconciliation-status
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 6
+  height: 3
+  x_axis: 6
+  y_axis: 4
+
+- component_id:
+    where:
+      slug: upcoming-payable
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 4
+  height: 4
+  x_axis: 0
+  y_axis: 7
+
+- component_id:
+    where:
+      slug: upcoming-receivable
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 4
+  height: 4
+  x_axis: 4
+  y_axis: 7
+
+- component_id:
+    where:
+      slug: pending-approvals-list
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 4
+  height: 4
+  x_axis: 8
+  y_axis: 7
+
+- component_id:
+    where:
+      slug: receivable-aging-analysis
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 12
+  height: 3
+  x_axis: 0
+  y_axis: 11

package/hedhog/data/dashboard_role.yaml

@@ -0,0 +1,6 @@
+- dashboard_id:
+    where:
+      slug: finance-overview
+  role_id:
+    where:
+      slug: admin-finance

package/hedhog/data/role_menu.yaml

@@ -0,0 +1,6 @@
+- role_id:
+    where:
+      slug: admin-finance
+  menu_id:
+    where:
+      slug: /

package/hedhog/data/role_route.yaml

@@ -0,0 +1,127 @@
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/home
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/access/:slug
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/user-dashboards
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/templates
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard
+      method: POST
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug
+      method: PATCH
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug/home
+      method: POST
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug
+      method: DELETE
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug/shares
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug/share
+      method: POST
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug/share/:sharedUserId
+      method: DELETE
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/shareable-users/:slug
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/layout/:slug
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/layout/:slug
+      method: POST
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/widget/:slug
+      method: POST
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/widget/:slug/:widgetId
+      method: DELETE