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sales tax

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This commit is contained in:
Andreas Knuth
2026-05-30 13:49:56 -05:00
parent 2cb8722d9d
commit b020ded682
4 changed files with 71 additions and 2 deletions
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50
public/js/views/accounting-view.js
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@@ -27,6 +27,9 @@ let plAccountingMethod = 'Accrual';
let bsAsOfDate = null;
let bsAccountingMethod = 'Accrual';
let tsMonth = null; // 'YYYY-MM' — selected month for tax summary
let tsAccountingMethod = 'Accrual';
let expStartDate = null;
let expEndDate = null;
let expOnlyMine = false;
@@ -47,9 +50,19 @@ function fmtMoney(n) {
}
function todayISO() { return new Date().toISOString().split('T')[0]; }
function firstOfMonthISO() {
function firstOfMonthISO(year, month) {
const d = year != null ? new Date(year, month, 1) : new Date();
return year != null ? d.toISOString().split('T')[0] : new Date(d.getFullYear(), d.getMonth(), 1).toISOString().split('T')[0];
}
function lastOfMonthISO(year, month) {
const d = year != null ? new Date(year, month + 1, 0) : new Date();
return year != null ? d.toISOString().split('T')[0] : new Date(d.getFullYear(), d.getMonth() + 1, 0).toISOString().split('T')[0];
}
function prevMonthISO() {
const d = new Date();
return new Date(d.getFullYear(), d.getMonth(), 1).toISOString().split('T')[0];
const m = d.getMonth() === 0 ? 11 : d.getMonth() - 1;
const y = d.getMonth() === 0 ? d.getFullYear() - 1 : d.getFullYear();
return `${y}-${String(m + 1).padStart(2, '0')}`;
}
function firstOfYearISO() {
const d = new Date();
@@ -416,6 +429,7 @@ export function injectReportsControls() {
if (!plStartDate) plStartDate = firstOfYearISO();
if (!plEndDate) plEndDate = todayISO();
if (!bsAsOfDate) bsAsOfDate = todayISO();
if (!tsMonth) tsMonth = prevMonthISO();
c.innerHTML = `
${makeCollapsible('Reports', 'reports-section-body')}
@@ -455,6 +469,22 @@ export function injectReportsControls() {
<div id="bs-result"></div>
</div>
</div>
<div class="bg-white rounded-lg shadow-sm border border-gray-200">
<div class="px-4 py-3 border-b bg-gray-50"><h3 class="font-semibold text-gray-800">Sales Tax (QBO)</h3></div>
<div class="p-4">
<div class="flex flex-wrap items-end gap-3 mb-3">
<div><label class="block text-xs font-medium text-gray-700 mb-1">Month</label>
<input type="month" id="ts-month" value="${tsMonth}" class="px-3 py-1.5 border border-gray-300 rounded-md text-sm"></div>
<div><label class="block text-xs font-medium text-gray-700 mb-1">Method</label>
<select id="ts-method" class="px-3 py-1.5 border border-gray-300 rounded-md text-sm">
<option value="Accrual" ${tsAccountingMethod === 'Accrual' ? 'selected' : ''}>Accrual</option>
<option value="Cash" ${tsAccountingMethod === 'Cash' ? 'selected' : ''}>Cash</option>
</select></div>
<button onclick="window.accountingView.loadTaxSummary()" class="px-3 py-1.5 bg-blue-600 text-white rounded-md text-sm font-medium hover:bg-blue-700">Run</button>
</div>
<div id="ts-result"></div>
</div>
</div>
</div>
</div>`;
}
@@ -482,6 +512,21 @@ export async function loadBalanceSheet() {
} catch (err) { showError('bs-result', err.message || 'Failed to load Balance Sheet'); }
}
export async function loadTaxSummary() {
tsMonth = document.getElementById('ts-month').value;
tsAccountingMethod = document.getElementById('ts-method').value;
if (!tsMonth) return showError('ts-result', 'Please select a month.');
const [y, m] = tsMonth.split('-').map(Number);
const startDate = firstOfMonthISO(y, m - 1);
const endDate = lastOfMonthISO(y, m - 1);
showLoading('ts-result', 'Loading Sales Tax Liability from QBO…');
try {
const data = await window.API.accounting.getTaxSummary(startDate, endDate, tsAccountingMethod);
if (data.error) return showError('ts-result', data.error);
document.getElementById('ts-result').innerHTML = renderQboReport(data);
} catch (err) { showError('ts-result', err.message || 'Failed to load Tax Summary'); }
}
function renderQboReport(report) {
if (!report || !report.Header) return `<p class="text-sm text-gray-500">No report data.</p>`;
const cols = (report.Columns && report.Columns.Column) || [];
@@ -724,6 +769,7 @@ window.accountingView = {
loadRegister,
loadProfitLoss,
loadBalanceSheet,
loadTaxSummary,
loadExpenses,
openNewExpense,
openNewRefund,