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feat: add memo filter and enhance description filter with regex matching

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- Add new memo filter to transaction page (searches :transaction/memo)
- Enhance existing description filter to use case-insensitive regex
- Both filters support wildcard matching via .* pattern
- Add e2e tests for filter functionality
- Update test data with memo fields
This commit is contained in:
Bryce
2026-05-26 16:34:56 -07:00
parent 712b2c0cb8
commit 200056098f
5 changed files with 367 additions and 4 deletions
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22
src/clj/auto_ap/ssr/transaction/common.clj
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@@ -40,6 +40,7 @@
:else
(boolean %))}}]]]
[:description {:optional true} [:maybe [:string {:decode/string strip}]]]
[:memo {:optional true} [:maybe [:string {:decode/string strip}]]]
[:vendor {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :vendor/name]}]]]
[:bank-account {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :bank-account/numeric-code]}]]]
[:account {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :account/name]}]]]
@@ -138,11 +139,16 @@
(some-> (:end-date query-params) coerce/to-date)]]}
(seq (:description args))
(merge-query {:query {:in ['?description]
(merge-query {:query {:in ['?description-regex]
:where ['[?e :transaction/description-original ?do]
'[(clojure.string/lower-case ?do) ?do2]
'[(.contains ?do2 ?description)]]}
:args [(str/lower-case (:description args))]})
'[(re-find ?description-regex ?do)]]}
:args [(re-pattern (str "(?i).*" (str/lower-case (:description args)) ".*"))]})
(seq (:memo args))
(merge-query {:query {:in ['?memo-regex]
:where ['[?e :transaction/memo ?memo]
'[(re-find ?memo-regex ?memo)]]}
:args [(re-pattern (str "(?i).*" (str/lower-case (:memo args)) ".*"))]})
(:amount-gte args)
(merge-query {:query {:in ['?amount-gte]
@@ -345,6 +351,14 @@
:placeholder "e.g., Groceries"
:size :small}))
(com/field {:label "Memo"}
(com/text-input {:name "memo"
:id "memo"
:class "hot-filter"
:value (:memo (:query-params request))
:placeholder "e.g., Rent"
:size :small}))
(com/field {:label "Location"}
(com/text-input {:name "location"
:id "location"