Fixes two types of bugs.

This commit is contained in:
2021-12-09 08:53:36 -08:00
parent f95a3b2c3a
commit 4a7215a74b
7 changed files with 225 additions and 105 deletions

View File

@@ -265,6 +265,7 @@
(assert-can-see-client (:id context) (:db/id (:invoice/client (d-invoices/get-by-id (:invoice_id args)))))
(let [invoice-id (:invoice_id args)
invoice (d-invoices/get-by-id invoice-id)
_ (assert-valid-expense-accounts (:expense_accounts args))
deleted (deleted-expense-accounts invoice (:expense_accounts args))
updated {:db/id invoice-id
:invoice/expense-accounts (map

View File

@@ -338,7 +338,8 @@
:args [(d/db auto-ap.datomic/conn)]}))
]
(filter
(fn [[e accounts]] (not= accounts (get jel-accounts e)))
(fn [[e accounts]]
(not= accounts (get jel-accounts e)))
invoice-accounts)))
(defn touch-broken-ledger []

View File

@@ -100,25 +100,36 @@
(map (fn [r] (update r :transaction-rule/description #(some-> % ->pattern))))
(filter #(rule-applies? transaction %))))
(defn spread-cents [cents n]
(let [default-spread (for [x (range n)]
(int (* cents (/ 1.0 n))))
short-by (- cents (reduce + 0 default-spread)) ;; amount that was lost in the differenc
adjusted-spread (map
(fn [cents increments]
(+ cents increments))
default-spread
(concat (take short-by (repeat 1)) (repeat 0)))]
(filter #(> % 0) adjusted-spread)))
(defn apply-rule [transaction rule valid-locations]
(with-precision 2
(let [accounts (vec (mapcat
(fn [tra]
(if (= "Shared" (:transaction-rule-account/location tra))
(map
(fn [location]
{:transaction-account/account (:db/id (:transaction-rule-account/account tra))
:transaction-account/amount (Math/abs (* (/ 1.0 (count valid-locations))
(:transaction-rule-account/percentage tra)
(:transaction/amount transaction)))
:transaction-account/location location})
valid-locations)
[(cond-> {:transaction-account/account (:db/id (:transaction-rule-account/account tra))
:transaction-account/amount (Math/abs (* (:transaction-rule-account/percentage tra)
(:transaction/amount transaction)))}
(:transaction-rule-account/location tra) (assoc :transaction-account/location (:transaction-rule-account/location tra)))]))
(let [cents-to-distribute (int (Math/round (Math/abs (* (:transaction-rule-account/percentage tra)
(:transaction/amount transaction)
100))))]
(if (= "Shared" (:transaction-rule-account/location tra))
(->> valid-locations
(map
(fn [cents location]
{:transaction-account/account (:db/id (:transaction-rule-account/account tra))
:transaction-account/amount (* 0.01 cents)
:transaction-account/location location})
(spread-cents cents-to-distribute (count valid-locations))))
[(cond-> {:transaction-account/account (:db/id (:transaction-rule-account/account tra))
:transaction-account/amount (* 0.01 cents-to-distribute)}
(:transaction-rule-account/location tra) (assoc :transaction-account/location (:transaction-rule-account/location tra)))])))
(filter (comp seq :transaction-rule-account/account) (:transaction-rule/accounts rule))))
accounts (mapv
(fn [a]

View File

@@ -173,86 +173,84 @@
first)))
(defn transactions->txs [transactions transaction->bank-account apply-rules existing]
(doto
(into []
(into []
(for [transaction transactions
:let [{post-date :postDate
account-id :accountId
date :date
id :id
{amount :amount} :amount
{description-original :original
description-simple :simple} :description
{merchant-id :id
merchant-name :name} :merchant
base-type :baseType
type :type
status :status}
transaction
amount (if (= "DEBIT" base-type)
(- amount)
amount)
check-number (extract-check-number transaction)
bank-account (transaction->bank-account transaction)
bank-account-id (:db/id bank-account)
client (:client/_bank-accounts bank-account)
client-id (:db/id client)
valid-locations (or (:bank-account/locations bank-account) (:client/locations client))
date (time/parse date "YYYY-MM-dd")]
:when (and client-id
(not (existing (sha-256 (str id))))
(= "POSTED" status)
(for [transaction transactions
:let [{post-date :postDate
account-id :accountId
date :date
id :id
{amount :amount} :amount
{description-original :original
description-simple :simple} :description
{merchant-id :id
merchant-name :name} :merchant
base-type :baseType
type :type
status :status}
transaction
amount (if (= "DEBIT" base-type)
(- amount)
amount)
check-number (extract-check-number transaction)
bank-account (transaction->bank-account transaction)
bank-account-id (:db/id bank-account)
client (:client/_bank-accounts bank-account)
client-id (:db/id client)
valid-locations (or (:bank-account/locations bank-account) (:client/locations client))
date (time/parse date "YYYY-MM-dd")]
:when (and client-id
(not (existing (sha-256 (str id))))
(= "POSTED" status)
(or (not (:start-date bank-account))
(t/after? date (:start-date bank-account))))]
(let [existing-check (transaction->existing-payment transaction check-number client-id bank-account-id amount id)
autopay-invoices-matches (when-not existing-check
(match-transaction-to-unfulfilled-autopayments amount client-id ))
unpaid-invoices-matches (when-not existing-check
(match-transaction-to-unpaid-invoices amount client-id ))
expected-deposit (when (and (> amount 0.0)
(not existing-check))
(find-expected-deposit client-id amount date))]
(cond->
[#:transaction
{:post-date (coerce/to-date (time/parse post-date "YYYY-MM-dd"))
:id (sha-256 (str id))
:raw-id (str id)
:account-id account-id
:date (coerce/to-date date)
:amount (double amount)
:description-original (some-> description-original (str/replace #"\s+" " "))
:description-simple (some-> description-simple (str/replace #"\s+" " "))
:approval-status :transaction-approval-status/unapproved
:type type
:status status
:client client-id
:check-number check-number
:bank-account bank-account-id}]
existing-check (update 0 #(assoc % :transaction/approval-status :transaction-approval-status/approved
:transaction/payment {:db/id (:db/id existing-check)
:payment/status :payment-status/cleared}
:transaction/vendor (:db/id (:payment/vendor existing-check))
:transaction/location "A"
:transaction/accounts [#:transaction-account
{:account (:db/id (a/get-account-by-numeric-code-and-sets 21000 ["default"]))
:location "A"
:amount (Math/abs (double amount))}]))
(or (not (:start-date bank-account))
(t/after? date (:start-date bank-account))))]
(let [existing-check (transaction->existing-payment transaction check-number client-id bank-account-id amount id)
autopay-invoices-matches (when-not existing-check
(match-transaction-to-unfulfilled-autopayments amount client-id ))
unpaid-invoices-matches (when-not existing-check
(match-transaction-to-unpaid-invoices amount client-id ))
expected-deposit (when (and (> amount 0.0)
(not existing-check))
(find-expected-deposit client-id amount date))]
(cond->
[#:transaction
{:post-date (coerce/to-date (time/parse post-date "YYYY-MM-dd"))
:id (sha-256 (str id))
:raw-id (str id)
:account-id account-id
:date (coerce/to-date date)
:amount (double amount)
:description-original (some-> description-original (str/replace #"\s+" " "))
:description-simple (some-> description-simple (str/replace #"\s+" " "))
:approval-status :transaction-approval-status/unapproved
:type type
:status status
:client client-id
:check-number check-number
:bank-account bank-account-id}]
existing-check (update 0 #(assoc % :transaction/approval-status :transaction-approval-status/approved
:transaction/payment {:db/id (:db/id existing-check)
:payment/status :payment-status/cleared}
:transaction/vendor (:db/id (:payment/vendor existing-check))
:transaction/location "A"
:transaction/accounts [#:transaction-account
{:account (:db/id (a/get-account-by-numeric-code-and-sets 21000 ["default"]))
:location "A"
:amount (Math/abs (double amount))}]))
;; temporarily removed to automatically match autopaid invoices
#_(and (not existing-check)
(seq autopay-invoices-matches)) #_(add-new-payment autopay-invoices-matches bank-account-id client-id)
expected-deposit (update 0 #(assoc % :transaction/expected-deposit {:db/id expected-deposit
:expected-deposit/status :expected-deposit-status/cleared}))
;; temporarily removed to automatically match autopaid invoices
#_(and (not existing-check)
(seq autopay-invoices-matches)) #_(add-new-payment autopay-invoices-matches bank-account-id client-id)
expected-deposit (update 0 #(assoc % :transaction/expected-deposit {:db/id expected-deposit
:expected-deposit/status :expected-deposit-status/cleared}))
(and (not (seq autopay-invoices-matches))
(not (seq unpaid-invoices-matches))
(not expected-deposit)) (update 0 #(apply-rules % valid-locations))
true (update 0 remove-nils)))))
println))
(and (not (seq autopay-invoices-matches))
(not (seq unpaid-invoices-matches))
(not expected-deposit)) (update 0 #(apply-rules % valid-locations))
true (update 0 remove-nils))))))
(defn batch-transact [transactions]