taxtank-core 2.0.92 → 2.0.94

package/fesm2022/taxtank-core.mjs

@@ -1619,6 +1619,9 @@ var SetupItemTypeEnum;
     SetupItemTypeEnum[SetupItemTypeEnum["BANK_ACCOUNTS"] = 6] = "BANK_ACCOUNTS";
     SetupItemTypeEnum[SetupItemTypeEnum["BANK_ACCOUNT"] = 7] = "BANK_ACCOUNT";
     SetupItemTypeEnum[SetupItemTypeEnum["BUSINESS"] = 8] = "BUSINESS";
+    SetupItemTypeEnum[SetupItemTypeEnum["MONEY"] = 9] = "MONEY";
+    SetupItemTypeEnum[SetupItemTypeEnum["MONEY_BUDGET"] = 10] = "MONEY_BUDGET";
+    SetupItemTypeEnum[SetupItemTypeEnum["MONEY_CALENDAR"] = 11] = "MONEY_CALENDAR";
 })(SetupItemTypeEnum || (SetupItemTypeEnum = {}));
 
 var BudgetTypeEnum;
@@ -5701,7 +5704,7 @@ class AccountSetupItem extends SetupItem {
         return this.status === AccountSetupItemStatusEnum.PENDING;
     }
     get isAchieved() {
-        return this.status === AccountSetupItemStatusEnum.SKIPPED;
+        return this.status === AccountSetupItemStatusEnum.ACHIEVED;
     }
     get isCompleted() {
         return [AccountSetupItemStatusEnum.ACHIEVED, AccountSetupItemStatusEnum.SKIPPED].includes(this.status);
@@ -6882,6 +6885,12 @@ class Transaction extends Transaction$1 {
     get month() {
         return this.date.getMonth();
     }
+    inBudget(rule) {
+        return rule.chartAccounts.id === this.chartAccounts.id
+            && rule.incomeSource?.id === this.incomeSource?.id
+            && rule.property?.id === this.property?.id
+            && rule.business?.id === this.business?.id;
+    }
 }
 __decorate([
     Type(() => Transaction)
@@ -7480,6 +7489,13 @@ class TransactionCollection extends TransactionBaseCollection {
     getTaxable() {
         return this.filter(transaction => transaction.claimPercent > 0);
     }
+    filterByBudget(rules) {
+        const transactions = new TransactionCollection();
+        rules.items.forEach(rule => {
+            transactions.push(...this.filter(transaction => transaction.inBudget(rule)).items);
+        });
+        return transactions;
+    }
 }
 
 class TransactionAllocationCollection extends Collection {
@@ -8628,11 +8644,10 @@ class TransactionReportItem {
 
 class BudgetReportItem {
     constructor(rules, transactions) {
-        this.category = ChartAccountsCategoryEnum[rules.first.chartAccounts.category];
         this.chartAccounts = rules.first.chartAccounts.name;
         this.forecast = rules.sumBy('amount');
-        this.net = Math.abs(transactions.sumBy('amount'));
-        this.gross = Math.abs(transactions.sumBy('grossAmount'));
+        this.net = transactions.sumBy('amount');
+        this.gross = transactions.sumBy('grossAmount');
         this.variance = this.forecast - this.net;
         this.variancePercent = round(this.net * 100 / this.forecast, 2);
         this.isIncome = rules.first.chartAccounts.isIncome();
@@ -8646,7 +8661,7 @@ class BudgetRuleItem {
     constructor(rule, transactions) {
         this.rule = rule;
         this.chartAccounts = rule.chartAccounts.name;
-        this.tankType = TankTypeEnum[rule.chartAccounts.tankType];
+        this.tankType = rule.chartAccounts.tankType;
         this.frequency = DailyFrequencyEnum[rule.frequency] ?? 'Once';
         this.forecast = rule.amount;
         if (rule.business) {
@@ -8658,7 +8673,7 @@ class BudgetRuleItem {
         if (rule.property) {
             transactions = transactions.filterBy('property.id', rule.property.id);
         }
-        this.actual = Math.abs(transactions.sumBy('amount'));
+        this.actual = transactions.sumBy('amount');
         this.startDate = rule.startDate;
         this.endDate = rule.endDate;
     }
@@ -8780,6 +8795,12 @@ class BudgetRuleItemCollection extends Collection {
         });
         return collection;
     }
+    get incomes() {
+        return this.filter(item => item.forecast > 0);
+    }
+    get expenses() {
+        return this.filter(item => item.forecast < 0);
+    }
 }
 
 class SoleBusinessLossCollection extends Collection {
@@ -26998,8 +27019,18 @@ class TransactionBaseFilterForm extends FormGroup {
     }
     listenEvents() {
         this.get('tankType').valueChanges.subscribe(tankType => {
-            tankType === TankTypeEnum.SOLE ? this.get('business').enable() : this.get('business').disable();
-            tankType === TankTypeEnum.PROPERTY ? this.get('properties').enable() : this.get('properties').disable();
+            if (tankType === TankTypeEnum.SOLE) {
+                this.get('business').enable();
+            }
+            else {
+                this.get('business').disable();
+            }
+            if (tankType === TankTypeEnum.PROPERTY) {
+                this.get('properties').enable();
+            }
+            else {
+                this.get('properties').disable();
+            }
         });
     }
     filter(collection) {
@@ -27029,6 +27060,26 @@ class TransactionBaseFilterForm extends FormGroup {
         }
         return collection;
     }
+    filterBudgetRules(rules) {
+        const value = this.value;
+        const [dateFrom, dateTo] = value.dateRange || [];
+        if (value.tankType) {
+            rules = rules.filterBy('chartAccounts.tankType', value.tankType);
+        }
+        if (value.properties?.length) {
+            rules = rules.filterByProperties(value.properties);
+        }
+        if (value.chartAccounts) {
+            rules = rules.getByChartAccountsName(value.chartAccounts);
+        }
+        if (dateFrom) {
+            rules = rules.filter(rule => rule.startDate >= dateFrom);
+        }
+        if (dateTo) {
+            rules = rules.filter(rule => (rule.endDate || rule.startDate) <= dateTo);
+        }
+        return rules;
+    }
 }
 
 class DepreciationForm extends TransactionBaseForm {