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intuit bank account selectable, bank name and account changeable.

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Bryce
2024-03-01 15:03:58 -08:00
parent bfc0f8b700
commit 876e36da19
1 changed files with 36 additions and 6 deletions
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42
src/clj/auto_ap/ssr/admin/clients.clj
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@@ -98,8 +98,9 @@
:bank-account/routing :bank-account/routing
:bank-account/check-number :bank-account/check-number
:bank-account/use-date-instead-of-post-date? :bank-account/use-date-instead-of-post-date?
{:bank-account/yodlee-account [:db/id :yodlee-account/name] } {:bank-account/yodlee-account [:db/id :yodlee-account/name]}
{:bank-account/plaid-account [:db/id :plaid-account/name] } {:bank-account/plaid-account [:db/id :plaid-account/name]}
{:bank-account/intuit-bank-account [:db/id :intuit-bank-account/name]}
[:bank-account/start-date :xform clj-time.coerce/from-date] [:bank-account/start-date :xform clj-time.coerce/from-date]
{[:bank-account/type :xform iol-ion.query/ident] [:db/ident]} {[:bank-account/type :xform iol-ion.query/ident] [:db/ident]}
@@ -253,9 +254,12 @@
[:bank-account/type [:maybe (ref->enum-schema "bank-account-type")]] [:bank-account/type [:maybe (ref->enum-schema "bank-account-type")]]
[:bank-account/numeric-code {:optional true} [:maybe :int]] [:bank-account/numeric-code {:optional true} [:maybe :int]]
[:bank-account/check-number {:optional true} [:maybe :int]] [:bank-account/check-number {:optional true} [:maybe :int]]
[:bank-account/bank-name {:optional true} [:maybe :string]]
[:bank-account/number {:optional true} [:maybe :string]]
[:bank-account/sort-order {:default 0} [:maybe :int]] [:bank-account/sort-order {:default 0} [:maybe :int]]
[:bank-account/yodlee-account {:optional true} [:maybe entity-id]] [:bank-account/yodlee-account {:optional true} [:maybe entity-id]]
[:bank-account/plaid-account {:optional true} [:maybe entity-id]] [:bank-account/plaid-account {:optional true} [:maybe entity-id]]
[:bank-account/intuit-bank-account {:optional true} [:maybe entity-id]]
[:bank-account/include-in-reports {:default false} [:bank-account/include-in-reports {:default false}
[:boolean {:decode/string {:enter #(if (= % "on") true [:boolean {:decode/string {:enter #(if (= % "on") true
@@ -285,8 +289,8 @@
(vals m) (vals m)
m))} :string]] m))} :string]]
[:client/groups {:optional true :default []} [:maybe [:vector {:decode/arbitrary (fn [m] (if (map? m) [:client/groups {:optional true :default []} [:maybe [:vector {:decode/arbitrary (fn [m] (if (map? m)
(vals m) (vals m)
m))} :string]]] m))} :string]]]
[:client/emails {:optional true} [:maybe (many-entity {} [:client/emails {:optional true} [:maybe (many-entity {}
[:db/id [:or entity-id temp-id]] [:db/id [:or entity-id temp-id]]
[:email-contact/description :string] [:email-contact/description :string]
@@ -321,9 +325,12 @@
[:bank-account/type [:maybe (ref->enum-schema "bank-account-type")]] [:bank-account/type [:maybe (ref->enum-schema "bank-account-type")]]
[:bank-account/numeric-code {:optional true} [:maybe :int]] [:bank-account/numeric-code {:optional true} [:maybe :int]]
[:bank-account/sort-order {:default 0} [:maybe :int]] [:bank-account/sort-order {:default 0} [:maybe :int]]
[:bank-account/bank-name {:optional true} [:maybe :string]]
[:bank-account/number {:optional true} [:maybe :string]]
[:bank-account/check-number {:optional true} [:maybe :int]] [:bank-account/check-number {:optional true} [:maybe :int]]
[:bank-account/yodlee-account {:optional true} [:maybe entity-id]] [:bank-account/yodlee-account {:optional true} [:maybe entity-id]]
[:bank-account/plaid-account {:optional true} [:maybe entity-id]] [:bank-account/plaid-account {:optional true} [:maybe entity-id]]
[:bank-account/intuit-bank-account {:optional true} [:maybe entity-id]]
[:bank-account/include-in-reports {:default false} [:bank-account/include-in-reports {:default false}
[:boolean {:decode/string {:enter #(if (= % "on") true [:boolean {:decode/string {:enter #(if (= % "on") true
@@ -846,6 +853,27 @@
(com/checkbox {:name (fc/field-name) (com/checkbox {:name (fc/field-name)
:checked (fc/field-value)} :checked (fc/field-value)}
"(Yodlee only) use date instead of post date")))) "(Yodlee only) use date instead of post date"))))
(defn- intuit-account-select [client-id]
(list
(fc/with-field :bank-account/intuit-bank-account
(com/validated-field {:errors (fc/field-errors)
:label "Intuit account"
:class "w-[20em]"}
(com/select {:name (fc/field-name)
:allow-blank? true
:error? (fc/error?)
:class "w-full"
:value (fc/field-value)
:options
(sort-by second (dc/q '[:find ?ia ?inn
:in $
:where [?ia :intuit-bank-account/name ?inn] ]
(dc/db conn)))})))
(fc/with-field :bank-account/use-date-instead-of-post-date?
(com/checkbox {:name (fc/field-name)
:checked (fc/field-value)}
"(Yodlee only) use date instead of post date"))))
(defmethod bank-account-form (defmethod bank-account-form
:bank-account-type/credit [bank-account] :bank-account-type/credit [bank-account]
[:div [:div
@@ -936,7 +964,8 @@
[:h2.text-lg "Integration details"] [:h2.text-lg "Integration details"]
(plaid-account-select (:db/id (:snapshot fc/*form-data*))) (plaid-account-select (:db/id (:snapshot fc/*form-data*)))
(yodlee-account-select (:db/id (:snapshot fc/*form-data*)))]) (yodlee-account-select (:db/id (:snapshot fc/*form-data*)))
(intuit-account-select (:db/id (:snapshot fc/*form-data*)))])
(defmethod bank-account-form (defmethod bank-account-form
:bank-account-type/check [bank-account] :bank-account-type/check [bank-account]
@@ -1055,7 +1084,8 @@
:value (fc/field-value)}))) :value (fc/field-value)})))
[:h2.text-lg "Integration details"] [:h2.text-lg "Integration details"]
(plaid-account-select (:db/id (:snapshot fc/*form-data*))) (plaid-account-select (:db/id (:snapshot fc/*form-data*)))
(yodlee-account-select (:db/id (:snapshot fc/*form-data*)))]) (yodlee-account-select (:db/id (:snapshot fc/*form-data*)))
(intuit-account-select (:db/id (:snapshot fc/*form-data*)))])