Search by financial account

This commit is contained in:
2024-05-02 20:05:19 -07:00
parent 2a94bcc509
commit 6ca4a1b045
2 changed files with 66 additions and 56 deletions

View File

@@ -35,61 +35,62 @@
:name (first name)})))
(defn account-search [{{:keys [q client-id purpose vendor-id] :as qp} :query-params id :identity}]
(when client-id
(assert-can-see-client id client-id))
(let [num (some-> (re-find #"([0-9]+)" q)
second
(not-empty)
Integer/parseInt)
(defn account-search [{{:keys [q client-id purpose vendor-id] :as qp} :query-params id :identity :as request}]
(let [client-id (or client-id (:db/id (:client request)))]
(when client-id
(assert-can-see-client id client-id))
(let [num (some-> (re-find #"([0-9]+)" q)
second
(not-empty)
Integer/parseInt)
valid-allowances (cond-> #{:allowance/allowed
:allowance/warn}
(is-admin? id) (conj :allowance/admin-only))
allowance (cond (= purpose "vendor")
:account/vendor-allowance
(= purpose "invoice")
:account/invoice-allowance
:else
:account/default-allowance)
valid-allowances (cond-> #{:allowance/allowed
:allowance/warn}
(is-admin? id) (conj :allowance/admin-only))
allowance (cond (= purpose "vendor")
:account/vendor-allowance
(= purpose "invoice")
:account/invoice-allowance
:else
:account/default-allowance)
vendor-account (when vendor-id
(-> (dc/q '[:find ?da
:in $ ?v
:where [?v :vendor/default-account ?da]]
(dc/db conn)
vendor-id)
ffirst))
xform (comp
(filter (fn [[_ a]]
(or
(valid-allowances (-> a allowance :db/ident))
(= (:db/id a) vendor-account))))
(map (fn [[n a]]
{:label (str (:account/numeric-code a) " - " n)
:value (:db/id a)
:location (:account/location a)
:warning (when (= :allowance/warn (-> a allowance :db/ident))
"This account is not typically used for this purpose.")})))]
{:body (take 10 (if q
(if num
(->> (dc/q '[:find ?n (pull ?i pattern)
:in $ ?numeric-code ?allowance pattern
:where [?i :account/numeric-code ?numeric-code]
[?i :account/name ?n]
(or [?i :account/applicability :account-applicability/global]
[?i :account/applicability :account-applicability/optional]
[?i :account/applicability :account-applicability/customized])]
(dc/db conn)
num
allowance
search-pattern)
(sequence xform))
(->> (search- id q client-id)
(sequence
(comp (map (fn [i] [(:name i) (dc/pull (dc/db conn) search-pattern (:account_id i))]))
xform))))
[]))}))
vendor-account (when vendor-id
(-> (dc/q '[:find ?da
:in $ ?v
:where [?v :vendor/default-account ?da]]
(dc/db conn)
vendor-id)
ffirst))
xform (comp
(filter (fn [[_ a]]
(or
(valid-allowances (-> a allowance :db/ident))
(= (:db/id a) vendor-account))))
(map (fn [[n a]]
{:label (str (:account/numeric-code a) " - " n)
:value (:db/id a)
:location (:account/location a)
:warning (when (= :allowance/warn (-> a allowance :db/ident))
"This account is not typically used for this purpose.")})))]
{:body (take 10 (if q
(if num
(->> (dc/q '[:find ?n (pull ?i pattern)
:in $ ?numeric-code ?allowance pattern
:where [?i :account/numeric-code ?numeric-code]
[?i :account/name ?n]
(or [?i :account/applicability :account-applicability/global]
[?i :account/applicability :account-applicability/optional]
[?i :account/applicability :account-applicability/customized])]
(dc/db conn)
num
allowance
search-pattern)
(sequence xform))
(->> (search- id q client-id)
(sequence
(comp (map (fn [i] [(:name i) (dc/pull (dc/db conn) search-pattern (:account_id i))]))
xform))))
[]))})))
(def account-search (wrap-json-response (wrap-schema-enforce account-search
:query-schema [:map

View File

@@ -84,6 +84,14 @@
:value (:vendor (:query-params request))
:value-fn :db/id
:content-fn :vendor/name}))
(com/field {:label "Account"}
(com/typeahead {:name "account"
:id "account"
:url (bidi/path-for ssr-routes/only-routes :account-search)
:value (:account (:query-params request))
:value-fn :db/id
:content-fn #(:account/name (d-accounts/clientize (dc/pull (dc/db conn) d-accounts/default-read (:db/id %))
(:db/id (:client request))))}))
(date-range-field* request)
(com/field {:label "Check #"}
(com/text-input {:name "check-number"
@@ -99,7 +107,7 @@
:value (:invoice-number (:query-params request))
:placeholder "e.g., ABC-456"
:size :small}))
(com/field {:label "Amount"}
[:div.flex.space-x-4.items-baseline
(com/money-input {:name "amount-gte"
@@ -179,11 +187,11 @@
:where ['[?e :invoice/vendor ?vendor-id]]}
:args [(:db/id (:vendor query-params))]})
(:account-id query-params)
(:account query-params)
(merge-query {:query {:in ['?account-id]
:where ['[?e :invoice/expense-accounts ?iea ?]
'[?iea :invoice-expense-account/account ?account-id]]}
:args [(:account-id query-params)]})
:args [(:db/id (:account query-params))]})
(:amount-gte query-params)
(merge-query {:query {:in ['?amount-gte]
@@ -296,6 +304,7 @@
[:amount-gte {:optional true} [:maybe :double]]
[:amount-lte {:optional true} [:maybe :double]]
[:vendor {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :vendor/name]}]]]
[:account {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :account/name]}]]]
[:check-number {:optional true} [:maybe [:string {:decode/string strip}]]]
[:invoice-number {:optional true} [:maybe [:string {:decode/string strip}]]]
[:status {:optional true} [:maybe (ref->enum-schema "invoice-status")]]