sales orders and transactions better.

This commit is contained in:
Bryce Covert
2020-08-21 07:47:44 -07:00
parent a08c197159
commit 57895d9ee2
18 changed files with 719 additions and 190 deletions

View File

@@ -81,18 +81,19 @@
(re-frame/reg-event-fx
::saving
[with-user (forms/triggers-loading ::form) (forms/in-form ::form)]
(fn [{:keys [user]} [_ params]]
(fn [{:keys [user]} [_]]
{:graphql
{:token user
:query-obj @(re-frame/subscribe [::submit-query])
:on-success [::edited params]
:on-success (fn [result]
[::edited (:edit-transaction result)])
:on-error [::forms/save-error ::form]}}))
(re-frame/reg-event-fx
::matching
[with-user (forms/triggers-loading ::form) (forms/in-form ::form)]
(fn [{{{:keys [id]} :data} :db user :user} [_ params payment-id]]
(fn [{{{:keys [id]} :data} :db user :user} [_ payment-id]]
{:graphql
{:token user
:query-obj {:venia/operation {:operation/type :mutation
@@ -101,13 +102,14 @@
{:transaction_id id
:payment-id payment-id}
transaction-read]}]}
:on-success [::edited params]
:on-success (fn [result]
[::edited (:match-transaction result)])
:on-error [::forms/save-error ::form]}}))
(re-frame/reg-event-fx
::matching-rule
[with-user (forms/triggers-loading ::form) (forms/in-form ::form)]
(fn [{{{:keys [id]} :data} :db user :user} [_ params transaction-rule-id]]
(fn [{{{:keys [id]} :data} :db user :user} [_ transaction-rule-id]]
{:graphql
{:token user
:query-obj {:venia/operation {:operation/type :mutation
@@ -116,14 +118,16 @@
{:transaction-ids [id]
:transaction-rule-id transaction-rule-id}
transaction-read]}]}
:on-success [::edited params]
:on-success (fn [result]
[::edited (first (:match-transaction-rules result))])
:on-error [::forms/save-error ::form]}}))
(re-frame/reg-event-fx
::edited
[(forms/triggers-stop ::form)]
(fn [{:keys [db]} [_ {:keys [edit-completed]} {:keys [edit-transaction match-transaction match-transaction-rules]}]]
{:dispatch (conj edit-completed (or edit-transaction match-transaction (first match-transaction-rules)))}))
(fn [{:keys [db]} [_ transaction]]
{}))
(re-frame/reg-event-db
::manual-match
@@ -158,7 +162,7 @@
[:tr
[:td.no-border note]
[:td.no-border
[:a.button.is-primary.is-small {:on-click (dispatch-event [::matching-rule params id])}
[:a.button.is-primary.is-small {:on-click (dispatch-event [::matching-rule id])}
"Use this rule"]]])]])
@@ -177,11 +181,11 @@
[:td.no-border (:name vendor)]
[:td.no-border (when check-number (str "Check " check-number " ")) memo]
[:td.no-border
[:a.button.is-primary.is-small {:on-click (dispatch-event [::matching params id])}
[:a.button.is-primary.is-small {:on-click (dispatch-event [::matching id])}
"Match"]]]))]])
(defn form [{:keys [edit-completed]}]
(defn form [_]
[layouts/side-bar {:on-close (dispatch-event [::forms/form-closing ::form])}
(let [change-event [::forms/change ::form]
{:keys [data] } @(re-frame/subscribe [::forms/form ::form])
@@ -190,7 +194,7 @@
is-admin? @(re-frame/subscribe [::subs/is-admin?])
should-disable-for-client? (and (not is-admin?)
(not= :requires-feedback (:original-status data)))]
[form {:title "Transaction" :edit-completed edit-completed}
[form {:title "Transaction"}
(when (and @(re-frame/subscribe [::subs/is-admin?])
(get-in data [:yodlee-merchant]))
@@ -221,15 +225,13 @@
(not (:matched-rule data))
(not (:payment data))
is-admin?)
[potential-transaction-rule-matches-box {:potential-transaction-rule-matches (:potential-transaction-rule-matches data)
:edit-completed edit-completed}]
[potential-transaction-rule-matches-box {:potential-transaction-rule-matches (:potential-transaction-rule-matches data)}]
(and (seq (:potential-payment-matches data))
(not (:payment data))
is-admin?)
[potential-payment-matches-box {:potential-payment-matches (:potential-payment-matches data)
:edit-completed edit-completed}]
[potential-payment-matches-box {:potential-payment-matches (:potential-payment-matches data)}]
(and (not (seq (:potential-payment-matches data)))
(not (seq (:potential-transaction-rule-matches data))))

View File

@@ -7,90 +7,12 @@
[auto-ap.views.components.bank-account-filter :refer [bank-account-filter]]
[auto-ap.views.components.typeahead :refer [typeahead-entity]]
[bidi.bidi :as bidi]
[re-frame.core :as re-frame]))
(re-frame/reg-sub
::specific-filters
(fn [db ]
(::filters db {})))
(re-frame/reg-sub
::filters
:<- [::specific-filters]
:<- [::subs/vendors-by-id]
:<- [::subs/bank-accounts-by-id]
:<- [::subs/query-params]
(fn [[specific-filters vendors-by-id bank-accounts-by-id query-params] ]
(let [url-filters (-> query-params
(select-keys #{:vendor-id
:bank-account-id
:date-range
:description
:amount-gte
:amount-lte}))
url-filters {:vendor (when-let [vendor-id (:vendor-id url-filters)]
{:id (str vendor-id)
:name (get-in vendors-by-id [(str vendor-id) :name] "Loading...")})
:bank-account (when-let [bank-account-id (:bank-account-id url-filters)]
{:id (str bank-account-id)
:name (get-in bank-accounts-by-id [(str bank-account-id) :name] "Loading...")})
:amount-range {:amount-gte (:amount-gte url-filters)
:amount-lte (:amount-lte url-filters)}
:description (:description url-filters)
:date-range (:date-range url-filters)}]
(merge url-filters specific-filters ))))
(re-frame/reg-sub
::filter
:<- [::filters]
(fn [filters [_ which]]
(filters which)))
(re-frame/reg-sub
::settled-filters
(fn [db ]
(::settled-filters db)))
(re-frame/reg-sub
::filter-params
:<- [::settled-filters]
:<- [::filters]
:<- [::subs/active-page]
(fn [[settled-filters filters ap]]
(let [filters (or settled-filters filters)]
{:vendor-id (:id (:vendor filters))
:date-range (:date-range filters)
:bank-account-id (:id (:bank-account filters))
:amount-gte (:amount-gte (:amount-range filters))
:amount-lte (:amount-lte (:amount-range filters))
:description (:description filters)
:approval-status (condp = ap
:transactions nil
:unapproved-transactions :unapproved
:requires-feedback-transactions :requires-feedback
:excluded-transactions :excluded
:approved-transactions :approved)})))
(re-frame/reg-event-fx
::filters-settled
(fn [{:keys [db]} [_ & params]]
{:db (assoc db ::settled-filters @(re-frame/subscribe [::filters]))}))
[re-frame.core :as re-frame]
[auto-ap.views.pages.data-page :as data-page]))
(re-frame/reg-event-fx
::filter-changed
(fn [{:keys [db]} [_ & params]]
(let [[a b c] params
[which val] (if (= 3 (count params))
[(into [a] b) c]
[[a] b])]
{:db (assoc-in db (into [::filters] which) val)
:dispatch-debounce
{:event [::filters-settled]
:time 800
:key ::filters}})))
(defn side-bar []
(defn side-bar [{:keys [data-page]}]
(let [ap @(re-frame/subscribe [::subs/active-page])
user @(re-frame/subscribe [::subs/user])]
[:div
@@ -131,34 +53,35 @@
[:p.menu-label "Bank Account"]
[:div
[bank-account-filter
{:on-change-event [::filter-changed :bank-account]
:value @(re-frame/subscribe [::filter :bank-account])
{:on-change-event [::data-page/filter-changed data-page :bank-account]
:value @(re-frame/subscribe [::data-page/filter data-page :bank-account])
:bank-accounts @(re-frame/subscribe [::subs/bank-accounts])}]]
[:p.menu-label "Date Range"]
[:div
[date-range-filter
{:on-change-event [::filter-changed :date-range]
:value @(re-frame/subscribe [::filter :date-range])}]]
{:on-change-event [::data-page/filter-changed data-page :date-range]
:value @(re-frame/subscribe [::data-page/filter data-page :date-range])}]]
[:p.menu-label "Amount"]
[:p.menu-label "Amount"]
[:div
[number-filter
{:on-change-event [::filter-changed :amount-range]
:value @(re-frame/subscribe [::filter :amount-range])}]]
{:on-change-event [::data-page/filter-changed data-page :amount-range]
:value @(re-frame/subscribe [::data-page/filter data-page :amount-range])}]]
[:p.menu-label "Vendor"]
[:div
[typeahead-entity {:matches @(re-frame/subscribe [::subs/vendors])
:on-change #(re-frame/dispatch [::filter-changed :vendor %])
:on-change #(re-frame/dispatch [::data-page/filter-changed data-page :vendor %])
:include-keys [:name :id]
:match->text :name
:type "typeahead-entity"
:value @(re-frame/subscribe [::filter :vendor])}]]
:value @(re-frame/subscribe [::data-page/filter data-page :vendor])}]]
[:p.menu-label "Description"]
[:div
[:div.field
[:div.control [:input.input {:placeholder "CHECK 123 ABC"
:value @(re-frame/subscribe [::filter :description])
:on-change (dispatch-value-change [::filter-changed :description])} ]]]]]))
:value @(re-frame/subscribe [::data-page/filter data-page :description])
:on-change (dispatch-value-change [::data-page/filter-changed data-page :description])} ]]]]]))

View File

@@ -12,7 +12,8 @@
[goog.string :as gstring]
[re-frame.core :as re-frame]
[auto-ap.views.components.buttons :as buttons]
[auto-ap.status :as status]))
[auto-ap.status :as status]
[auto-ap.views.pages.data-page :as data-page]))
(re-frame/reg-event-fx
::editing-matches-found
@@ -54,15 +55,13 @@
(fn [{table-params :db} [_ params :as z]]
{:db (merge table-params params)}))
(defn table [{:keys [id transaction-page status]}]
(defn table [{:keys [id data-page ]}]
(let [selected-client @(re-frame/subscribe [::subs/client])
{:keys [data status]} @(re-frame/subscribe [::data-page/page data-page])
states @(re-frame/subscribe [::status/multi ::edits])]
[grid/grid {:on-params-change (fn [e]
(re-frame/dispatch [::params-changed e]))
:params @(re-frame/subscribe [::table-params])
:status status
[grid/grid {:data-page data-page
:column-count (if selected-client 6 7)}
[grid/controls transaction-page]
[grid/controls data]
[grid/table {:fullwidth true}
[grid/header {}
[grid/row {}
@@ -75,7 +74,7 @@
[grid/sortable-header-cell {:sort-key "status" :sort-name "Status" :style {:width "7em"}} "Status"]
[grid/header-cell {:style {:width (action-cell-width 3)}}]]]
[grid/body
(for [{:keys [client account vendor approval-status payment status bank-account description-original date amount id yodlee-merchant ] :as i} (:transactions transaction-page)]
(for [{:keys [client account vendor approval-status payment status bank-account description-original date amount id yodlee-merchant ] :as i} (:data data)]
^{:key id}
[grid/row {:class (:class i)}
(when-not selected-client