Recalculates running balance as report is run

src/clj/auto_ap/ledger.clj

@@ -352,8 +352,8 @@
       (do (println (count a))
           (count a)))))
 
-(defn clients-needing-refresh [db]
-  (->> 
+(defn clients-needing-refresh [db available]
+  (let [clients (->>
                  (dc/q '[:find (pull ?c [:client/code :db/id :client/ledger-last-change :client/last-running-balance])
                          :in $
                          :where
@@ -363,7 +363,12 @@
                          [(> ?last-change ?last-running-balance)]]
                        db)
                  (map (fn [[client]]
-          client))))
+                        client)))]
+    (if (and (set? available) (seq available))
+      (filter (comp available :db/id) clients)
+      clients)))
+
+#_(clients-needing-refresh (dc/db conn) #{ 17592273679867})
 
 #_(comment [17592334354011 #inst "0024-08-03T07:52:58.000-00:00"]
  [17592302554688 #inst "0023-07-20T07:52:58.000-00:00"]
@@ -422,7 +427,9 @@
                                   :bank-account/current-balance running-balance}])))))))
 
 ;; TODO using iol-ion query  as the base, building running balance sets
-(defn upsert-running-balance []
+(defn upsert-running-balance
+  ([] (upsert-running-balance nil))
+  ([clients]
    (mu/with-context {:service "upsert-running-balance"
                      :source "upsert-running-balance"}
      (mu/trace ::updating-balance
@@ -430,7 +437,7 @@
                 :source "upsert-running-balance"]
                (let [db (dc/db conn)
                      starting-at (c/to-date (t/now))
-                    clients (clients-needing-refresh db)
+                     clients (clients-needing-refresh db clients)
                      _ (alog/info ::clients-needing-update :clients clients :count (count clients))
                      client-change-stats (atom {})
                      changes (for [c clients
@@ -473,7 +480,7 @@
                                                  {:user/name "running balance updater"})
                  (alog/info ::change-stats :stats @client-change-stats)
                  (refresh-bank-account-balances (map :db/id clients))
-                (count changes)))))
+                 (count changes))))))
 
 (comment
   (pull-id (dc/db conn) [:client/code "SCCB"])

src/clj/auto_ap/ssr/ledger/balance_sheet.clj

@@ -4,7 +4,7 @@
    [auto-ap.datomic
              :refer [conn pull-many]]
    [auto-ap.graphql.utils :refer [assert-can-see-client]]
-   [auto-ap.ledger :refer [build-account-lookup]]
+   [auto-ap.ledger :refer [build-account-lookup upsert-running-balance]]
    [auto-ap.ledger.reports :as l-reports]
    [auto-ap.logging :as alog]
    [auto-ap.pdf.ledger :refer [table->pdf]]
@@ -72,6 +72,8 @@
           _ (doseq [client-id client-ids]
               (assert-can-see-client (:identity request) client-id))
           
+          _ (upsert-running-balance (into #{} client-ids))
+          
           lookup-account (->> client-ids
                               (map (fn build-lookup [client-id]
                                      [client-id (build-account-lookup client-id)]))

src/clj/auto_ap/ssr/ledger/profit_and_loss.clj

@@ -4,7 +4,7 @@
    [auto-ap.datomic
     :refer [conn pull-many]]
    [auto-ap.graphql.utils :refer [assert-can-see-client]]
-   [auto-ap.ledger :refer [build-account-lookup]]
+   [auto-ap.ledger :refer [build-account-lookup upsert-running-balance]]
    [auto-ap.ledger.reports :as l-reports]
    [auto-ap.logging :as alog]
    [auto-ap.pdf.ledger :refer [table->pdf]]
@@ -33,8 +33,7 @@
    [config.core :refer [env] :as env]
    [datomic.api :as dc]
    [iol-ion.utils :refer [by]]
-   [malli.core :as mc]
-   [medley.core :refer [map-vals]])
+   [malli.core :as mc])
   (:import
    [java.util UUID]
    [org.apache.commons.io.output ByteArrayOutputStream]))
@@ -76,6 +75,7 @@
   (when (and (seq periods) client)
     (let [client (if (= :all client) (take 5 (:clients request)) client)
           client-ids (map :db/id client)
+          _ (upsert-running-balance (into #{} client-ids))
           _ (doseq [client-id client-ids]
               (assert-can-see-client (:identity request) client-id))