Dashboard

ensure var VarTextPatternDateRange kind: text 
  modules: ["QuickBooks"] 
  deploy: fixedOnDeploy 
  value: "From: ${P1} To: ${P2}"

ensure var VarSetOfTextMonths kind: setOfText 
  modules: ["QuickBooks"] 
  deploy: fixedOnDeploy 
  value: "<root>
      <node key='1'>January</node>
      <node key='2'>February</node>
      <node key='3'>March</node>
      <node key='4'>April</node>
      <node key='5'>May</node>
      <node key='6'>June</node>
      <node key='7'>July</node>
      <node key='8'>August</node>
      <node key='9'>September</node>
      <node key='10'>October</node>
      <node key='11'>November</node>
      <node key='12'>December</node>
    </root>"

ensure form FilterDashboard modules: ["QuickBooks"]
ensure section: Details
ensure field From kind: date 
  required: true 
  defaultValue: "startOfMonth"
ensure field To kind: date 
  required: true 
  defaultValue: "endOfMonth"

ensure form OutputDashboard 
  modules: ["QuickBooks"]

ensure section: DateRange
ensure field From kind: date 
ensure field To kind: date 
ensure field DateRangeLabel kind: label 
  textSize: h6 
  justifyText: center
  textPatternVar: {
      'var': 'VarTextPatternDateRange',
      'paramSet': [
        '${f:DateRange.From}',
        '${f:DateRange.To}'
      ]
    }

// composite, section, NetAssets
ensure section: NetAssets
ensure field CurrentNetAssets kind: decimal 
ensure field CurrentNetAssetsLabel kind: label textSize: h6 justifyText: center

// composite, grid, MonthlyCashflow
ensure grid: MonthlyCashflow
ensure field TransactionType kind: pickText 
  sourceVar: VarSetOfTextTransaction
ensure field Amount kind: decimal
   prefix: "₹ " 
   numberOfDigitsAfterPeriod: 2 
   numberFormat: "#,##,##0"

// composite, grid, DebitBreakdown
ensure grid: DebitBreakdown
ensure field Target kind: pickText 
  sourceVar: VarSetOfTextTarget
ensure field Amount kind: decimal 
  prefix: "₹ " 
  numberOfDigitsAfterPeriod: 2 
  numberFormat: "#,##,##0"

// composite, grid, CreditBreakdown
ensure grid: CreditBreakdown
ensure field Source kind: pickText 
  sourceVar: VarSetOfTextSource
ensure field Amount kind: decimal 
  prefix: "₹ " 
  numberOfDigitsAfterPeriod: 2 
  numberFormat: "#,##,##0"

// composite, grid, TransactionHistory
ensure grid: TransactionHistory
ensure field Item kind: text 
ensure field Amount kind: decimal 
  prefix: "₹ " 
  numberOfDigitsAfterPeriod: 2 
  numberFormat: "#,##,##0"
ensure field Date kind: dateTime 
ensure field Transaction kind: pickText 
  sourceVar: VarSetOfTextTransaction
ensure field Category kind: text 
ensure field Verified kind: text

// composite, grid, YearlyCashflow
ensure grid: YearlyCashflow
ensure field Month kind: pickText sourceVar: VarSetOfTextMonths
ensure field IncomingCash kind: decimal numberOfDigitsAfterPeriod: 2
ensure field OutgoingCash kind: decimal numberOfDigitsAfterPeriod: 2

ensure form OutputDashboard
ensure composite MonthlyCashflow 

ensure layoutGrid PieChartLayout kind: xyChartPieChart 
  xAxis: MonthlyCashflow.TransactionType
ensure xAxis Axis1 
  valueOptionId: "keyCredit" 
  color.value: green 
  color.shade: s300
ensure xAxis Axis2 
  valueOptionId: "keyDebit" 
  color.value: red 
  color.shade: s300
ensure yAxis Axis3 field: MonthlyCashflow.Amount

// layoutGrid, xyChartBarGraph, BarChartLayout
ensure layoutGrid BarChartLayout kind: xyChartBarGraph 
  xAxis: MonthlyCashflow.TransactionType
ensure xAxis Axis1 
  valueOptionId: "keyCredit" 
  color.value: green 
  color.shade: s300
ensure xAxis Axis2 
  valueOptionId: "keyDebit" 
  color.value: red 
  color.shade: s300
ensure yAxis AxisY 
  field: MonthlyCashflow.Amount

ensure composite DebitBreakdown 
ensure layoutGrid PieChartLayout kind: xyChartPieChart 
  xAxis: DebitBreakdown.Target
ensure xAxis AxisX1
  valueOptionId: "keyFixed" 
  color.value: blue 
  color.shade: s300
ensure xAxis AxisX2 
  valueOptionId: "keyEmergency" 
  color.value: red 
  color.shade: s300
ensure xAxis AxisX3
  valueOptionId: "keyEssential" 
  color.value: green 
  color.shade: s300
ensure xAxis AxisX4 
  valueOptionId: "keyEntertainment" 
  color.value: yellow 
  color.shade: s300
ensure xAxis AxisX5 
  valueOptionId: "keyGrocery" 
   color.value: purple 
  color.shade: s300
ensure xAxis AxisX6 
  valueOptionId: "keySubscription"
  color.value: cyan 
  color.shade: s300
ensure xAxis AxisX7 
  valueOptionId: "keyTransportation" 
  color.value: grey 
  color.shade: s300
ensure xAxis AxisX8 
  valueOptionId: "keyInvestment" 
  color.value: orange 
  color.shade: s300
ensure yAxis AxisY field: DebitBreakdown.Amount

// layoutGrid, xyChartBarGraph, BarChartLayout
ensure layoutGrid BarChartLayout kind: xyChartBarGraph 
  xAxis: DebitBreakdown.Target
ensure xAxis AxisX1 
  valueOptionId: "keyFixed" 
  color.value: blue 
  color.shade: s300
ensure xAxis AxisX2 
  valueOptionId: "keyEmergency" 
  color.value: red 
  color.shade: s300
ensure xAxis AxisX3 
  valueOptionId: "keyEssential" 
  color.value: green 
  color.shade: s300
ensure xAxis AxisX4 
  valueOptionId: "keyEntertainment" 
  color.value: yellow 
  color.shade: s300
ensure xAxis AxisX5 
  valueOptionId: "keyGrocery" 
  color.value: purple 
  color.shade: s300
ensure xAxis AxisX6 
  valueOptionId: "keySubscription" 
  color.value: cyan 
  color.shade: s300
ensure xAxis AxisX7 
  valueOptionId: "keyTransportation" 
  color.value: grey 
  color.shade: s300
ensure xAxis AxisX8 
  valueOptionId: "keyInvestment" 
  color.value: orange 
  color.shade: s300
ensure yAxis AxisY field: DebitBreakdown.Amount

ensure composite CreditBreakdown
ensure layoutGrid PieChartLayout kind: xyChartPieChart 
  xAxis: CreditBreakdown.Source
ensure xAxis AxisX1 
  valueOptionId: "keyPayCheck" 
  color.value: blue 
  color.shade: s300
ensure xAxis AxisX2 
  valueOptionId: "keyInterest" 
  color.value: green 
  color.shade: s300
ensure xAxis AxisX3 
  valueOptionId: "keyRental" 
  color.value: cyan 
  color.shade: s300
ensure xAxis AxisX4 
  valueOptionId: "keyDividend" 
  color.value: orange 
  color.shade: s300
ensure xAxis AxisX5 
  valueOptionId: "keySale" 
  color.value: deepPurple 
  color.shade: s300
ensure xAxis AxisX6 
  valueOptionId: "keyOther" 
  color.value: grey 
  color.shade: s300
ensure yAxis AxisY 
  field: CreditBreakdown.Amount

// layoutGrid, xyChartBarGraph, BarChartLayout
ensure layoutGrid BarChartLayout kind: xyChartBarGraph 
  xAxis: CreditBreakdown.Source
ensure xAxis AxisX1 
  valueOptionId: "keyPayCheck" 
  color.value: blue 
  color.shade: s300
ensure xAxis AxisX2 
  valueOptionId: "keyInterest" 
  color.value: green 
  color.shade: s300
ensure xAxis AxisX3 
  valueOptionId: "keyRental" 
  color.value: cyan 
  color.shade: s300
ensure xAxis AxisX4 
  valueOptionId: "keyDividend" 
  color.value: orange 
  color.shade: s300
ensure xAxis AxisX5 
  valueOptionId: "keySale" 
  color.value: deepPurple 
  color.shade: s300
ensure xAxis AxisX6 
  valueOptionId: "keyOther" 
  color.value: grey 
  color.shade: s300
ensure yAxis AxisY 
  field: CreditBreakdown.Amount

ensure var VarConditionIsCreditTransaction kind: condition 
  modules: ["QuickBooks"] 
  deploy: fixedOnDeploy
  value: "<root>
      <stmt>${f:TransactionHistory.Transaction} == ${d:Transaction.keyCredit}</stmt>
    </root>" 
  sourceForm: OutputDashboard

ensure var VarConditionIsDebitTransaction kind: condition 
  modules: ["QuickBooks"] 
  deploy: fixedOnDeploy
  value: "<root>
      <stmt>${f:TransactionHistory.Transaction} == ${d:Transaction.keyDebit}</stmt>
    </root>" 
  sourceForm: OutputDashboard

ensure form OutputDashboard
ensure composite TransactionHistory
ensure layoutGrid TableLayout kind: table 
  columnSizeSet: ["AutoSize", "AutoSize", "Flex"]
  showComps: [
    TransactionHistory.Verified, 
    TransactionHistory.Date, 
    TransactionHistory.Item, 
    TransactionHistory.Category, 
    TransactionHistory.Amount
  ]