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Add linking, location, import-batch, and potential-duplicates filters to SSR transactions

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Bryce
2026-05-20 20:59:43 -07:00
parent 065d1182d7
commit 6f7f1c7815
1 changed files with 140 additions and 40 deletions
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180
src/clj/auto_ap/ssr/transaction/common.clj
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@@ -42,8 +42,15 @@
[:description {:optional true} [:maybe [:string {:decode/string strip}]]] [:description {:optional true} [:maybe [:string {:decode/string strip}]]]
[:vendor {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :vendor/name]}]]] [: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]}]]] [: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]}]]] [:account {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :account/name]}]]]
#_[:status {:optional true} [:maybe (ref->enum-schema "transaction-status")]] [:linked-to {:optional true} [:maybe [:enum "payment" "expected-deposit" "invoice" "none"]]]
[:location {:optional true} [:maybe [:string {:decode/string strip}]]]
[:potential-duplicates {:optional true}
[:maybe [:boolean {:decode/string {:enter #(cond (= % "on") true
(= % "") false
:else
(boolean %))}}]]]
#_[:status {:optional true} [:maybe (ref->enum-schema "transaction-status")]]
[:exact-match-id {:optional true} [:maybe entity-id]] [:exact-match-id {:optional true} [:maybe entity-id]]
[:all-selected {:optional true :default nil} [:maybe :boolean]] [:all-selected {:optional true :default nil} [:maybe :boolean]]
[:selected {:optional true :default nil} [:maybe [:vector {:coerce? true} [:selected {:optional true :default nil} [:maybe [:vector {:coerce? true}
@@ -167,13 +174,59 @@
:where ['[?import-batch-id :import-batch/entry ?e]]} :where ['[?import-batch-id :import-batch/entry ?e]]}
:args [(:import-batch-id args)]}) :args [(:import-batch-id args)]})
(:unresolved args) (:unresolved args)
(merge-query {:query {:where ['[?e :transaction/date] (merge-query {:query {:where ['[?e :transaction/date]
'(or-join [?e] '(or-join [?e]
(not [?e :transaction/accounts]) (not [?e :transaction/accounts])
(and [?e :transaction/accounts ?tas] (and [?e :transaction/accounts ?tas]
(not [?tas :transaction-account/account]))) ]}}) (not [?tas :transaction-account/account]))) ]}})
(seq (:location args))
(merge-query {:query {:in ['?location]
:where ['[?e :transaction/accounts ?tas]
'[?tas :transaction-account/location ?location]]}
:args [(:location args)]})
(= (:linked-to args) "payment")
(merge-query {:query {:where ['[?e :transaction/payment]]}})
(= (:linked-to args) "expected-deposit")
(merge-query {:query {:where ['[?e :transaction/expected-deposit]]}})
(= (:linked-to args) "invoice")
(merge-query {:query {:where ['[?e :transaction/payment ?p]
'[_ :invoice-payment/payment ?p]]}})
(= (:linked-to args) "none")
(merge-query {:query {:where ['(not [?e :transaction/payment])
'(not [?e :transaction/expected-deposit])]}})
(:potential-duplicates args)
(merge-query (let [bank-account-id (:db/id (:bank-account args))
_ (when-not bank-account-id
(throw (ex-info "In order to select potential duplicates, you must choose a bank account."
{:validation-error "In order to select potential duplicates, you must choose a bank account."})))
duplicate-ids (->> (dc/q '[:find ?tx ?amount ?date
:in $ ?ba
:where
[?tx :transaction/bank-account ?ba]
[?tx :transaction/amount ?amount]
[?tx :transaction/date ?date]
(not [?tx :transaction/approval-status :transaction-approval-status/suppressed])]
db
bank-account-id)
(group-by (fn [[_ amount date]]
[amount date]))
(filter (fn [[_ txes]]
(> (count txes) 1)))
(vals)
(mapcat identity)
(map first)
set)]
{:query {:in '[[?e ...]]
:where []}
:args [duplicate-ids]}))
(:status route-params) (:status route-params)
(merge-query {:query {:in ['?status] (merge-query {:query {:in ['?status]
:where ['[?e :transaction/approval-status ?status]]} :where ['[?e :transaction/approval-status ?status]]}
@@ -223,6 +276,18 @@
svg/x)]])] svg/x)]])]
[:div {:id "exact-match-id-tag"}])) [:div {:id "exact-match-id-tag"}]))
(defn import-batch-id* [request]
(when-let [import-batch-id (:import-batch-id (:query-params request))]
[:div {:x-data (hx/json {:import_batch_id import-batch-id}) :id "import-batch-id-tag"}
(com/hidden {:name "import-batch-id"
"x-model" "import_batch_id"})
(com/pill {:color :primary}
[:span.inline-flex.space-x-2.items-center
[:div (str "Batch " import-batch-id)]
[:div.w-3.h-3
(com/link {"@click" "import_batch_id=null; $nextTick(() => $dispatch('change'))"}
svg/x)]])]))
(defn bank-account-filter* [request] (defn bank-account-filter* [request]
@@ -275,40 +340,74 @@
(bank-account-filter* request) (bank-account-filter* request)
(date-range-field* request) (date-range-field* request)
(com/field {:label "Description"} (com/field {:label "Description"}
(com/text-input {:name "description" (com/text-input {:name "description"
:id "description" :id "description"
:class "hot-filter" :class "hot-filter"
:value (:description (:query-params request)) :value (:description (:query-params request))
:placeholder "e.g., Groceries" :placeholder "e.g., Groceries"
:size :small})) :size :small}))
(com/field {:label "Amount"} (com/field {:label "Location"}
[:div.flex.space-x-4.items-baseline (com/text-input {:name "location"
(com/money-input {:name "amount-gte" :id "location"
:id "amount-gte" :class "hot-filter"
:hx-preserve "true" :value (:location (:query-params request))
:class "hot-filter w-20" :placeholder "SC"
:value (:amount-gte (:query-params request)) :size :small}))
:placeholder "0.01"
:size :small}) (com/field {:label "Amount"}
[:div.align-baseline [:div.flex.space-x-4.items-baseline
"to"] (com/money-input {:name "amount-gte"
(com/money-input {:name "amount-lte" :id "amount-gte"
:hx-preserve "true" :hx-preserve "true"
:id "amount-lte" :class "hot-filter w-20"
:class "hot-filter w-20" :value (:amount-gte (:query-params request))
:value (:amount-lte (:query-params request)) :placeholder "0.01"
:placeholder "9999.34" :size :small})
:size :small})]) [:div.align-baseline
(when (is-admin? (:identity request)) "to"]
[:div.mt-4 {:x-data (hx/json {:unresolvedOnly (:unresolved (:query-params request))})} (com/money-input {:name "amount-lte"
(com/hidden {:name "unresolved" :hx-preserve "true"
":value" "unresolvedOnly ? 'on' : ''"}) :id "amount-lte"
(com/checkbox {:value (:unresolved (:query-params request)) :class "hot-filter w-20"
:x-model "unresolvedOnly"} :value (:amount-lte (:query-params request))
"Unresolved only")]) :placeholder "9999.34"
(exact-match-id* request)]]) :size :small})])
(com/field {:label "Linking"}
(com/radio-card {:size :small
:name "linked-to"
:value (or (:linked-to (:query-params request)) "")
:options [{:value ""
:content "All"}
{:value "none"
:content "None"}
{:value "invoice"
:content "Invoice"}
{:value "expected-deposit"
:content "Expected Deposit"}
{:value "payment"
:content "Payment"}]}))
(when (is-admin? (:identity request))
[:div.mt-4 {:x-data (hx/json {:unresolvedOnly (:unresolved (:query-params request))})}
(com/hidden {:name "unresolved"
":value" "unresolvedOnly ? 'on' : ''"})
(com/checkbox {:value (:unresolved (:query-params request))
:x-model "unresolvedOnly"}
"Unresolved only")])
(when (is-admin? (:identity request))
[:div.mt-4 {:x-data (hx/json {:potentialDuplicates (:potential-duplicates (:query-params request))})}
(com/hidden {:name "potential-duplicates"
":value" "potentialDuplicates ? 'on' : ''"})
(com/checkbox {:value (:potential-duplicates (:query-params request))
:x-model "potentialDuplicates"}
"Same Amount + Date")])
(import-batch-id* request)
(exact-match-id* request)]])
(def grid-page (def grid-page
@@ -318,10 +417,11 @@
:page-specific-nav filters :page-specific-nav filters
:fetch-page fetch-page :fetch-page fetch-page
:query-schema query-schema :query-schema query-schema
:oob-render :oob-render
(fn [request] (fn [request]
[(assoc-in (date-range-field* request) [1 :hx-swap-oob] true) [(assoc-in (date-range-field* request) [1 :hx-swap-oob] true)
(assoc-in (exact-match-id* request) [1 :hx-swap-oob] true)]) (assoc-in (exact-match-id* request) [1 :hx-swap-oob] true)
(some-> (import-batch-id* request) (assoc-in [1 :hx-swap-oob] true))])
:action-buttons (fn [request] :action-buttons (fn [request]
[ [
(com/button {:color :primary (com/button {:color :primary