adds the ability to export vendors.

scratch-sessions/register_invoices.clj

@@ -0,0 +1,23 @@
+(ns register-invoices)
+
+(def totals 
+
+  (into []
+        (d/q '[:find [(pull ?i [:db/id
+                                :invoice/date
+                                {:invoice/expense-accounts [:db/id
+                                                            :invoice-expense-account/amount
+                                                            {:invoice-expense-account/account [:db/id :account/numeric-code]}
+                                                            :invoice-expense-account/location]}]) ...]
+               :in $
+               :where [?i :invoice/client [:client/code "MBD"]]
+               [?i :invoice/date ?d]
+               [(<= ?d #inst "2022-01-01T08:00:00")]]
+             (d/db conn))))
+
+(clojure.data.csv/write-csv *out* 
+                            (doall (for [{:keys [:db/id :invoice/expense-accounts :invoice/date]}                                                                         totals
+                                         {:keys [:invoice-expense-account/amount :invoice-expense-account/location :invoice-expense-account/account] :as g} expense-accounts 
+                                         ]
+                                     [id (:db/id g) (:db/id account) (atime/unparse (coerce/to-date-time date) atime/normal-date) amount (:account/numeric-code account) location]))
+                            :separator \tab)

src/clj/auto_ap/routes/exports.clj

@@ -1,24 +1,27 @@
 (ns auto-ap.routes.exports
-  (:require [auto-ap.datomic :refer [conn]]
+  (:require
+   [auto-ap.datomic :refer [conn]]
+   [auto-ap.datomic.accounts :as accounts]
    [auto-ap.datomic.clients :as d-clients]
    [auto-ap.datomic.transactions :as d-transactions]
-            [clojure.edn :refer [read-string]]
+   [auto-ap.datomic.vendors :as vendor]
-            [auto-ap.datomic.vendors :as d-vendors]
-            [buddy.sign.jwt :as jwt]
    [auto-ap.graphql :as graphql]
-            [auto-ap.graphql.utils :refer [->graphql <-graphql assert-admin assert-can-see-client]]
+   [auto-ap.graphql.utils
+    :refer [->graphql <-graphql assert-admin assert-can-see-client]]
    [auto-ap.routes.utils :refer [wrap-secure]]
-            [clojure.tools.logging :as log]
+   [auto-ap.time :as atime]
+   [buddy.sign.jwt :as jwt]
    [clj-time.coerce :as coerce :refer [to-date]]
    [clj-time.core :as time]
    [clojure.data.csv :as csv]
+   [clojure.edn :refer [read-string]]
+   [clojure.tools.logging :as log]
+   [com.unbounce.dogstatsd.core :as statsd]
+   [compojure.core :refer [context defroutes GET routes wrap-routes]]
    [config.core :refer [env]]
-            [compojure.core :refer [context defroutes GET wrap-routes routes]]
    [datomic.api :as d]
    [ring.middleware.json :refer [wrap-json-response]]
-            [venia.core :as venia]
+   [venia.core :as venia]))
-            [com.unbounce.dogstatsd.core :as statsd]
-            [auto-ap.time :as atime]))
 
 (defn wrap-csv-response [handler]
   (fn [request]
@@ -212,6 +215,49 @@
                                              :where [?e :vendor/name]]
                                            (d/db conn))
                                       (d/pull-many (d/db conn) d-vendors/default-read)))))
+
+           (GET "/vendors/company/export" {:keys [identity query-params]}
+                (statsd/time! [(str "export.time") {:tags #{"export:company-vendors"}}]
+                  (let [client (:db/id (d/pull (d/db conn) [:db/id] [:client/code (get query-params "client")]))
+
+                        _ (assert-can-see-client  identity client)
+                        data (->> (d/q '[:find (pull ?v [:vendor/name
+                                                         :vendor/terms
+                                                         {:vendor/default-account   [:account/name :account/numeric-code
+                                                                                     {:account/client-overrides
+                                                                                      [:account-client-override/client
+                                                                                       :account-client-override/name]}]
+                                                          :vendor/terms-overrides   [:vendor-terms-override/client
+                                                                                     :vendor-terms-override/terms]
+                                                          :vendor/account-overrides [:vendor-account-override/client
+                                                                                     {:vendor-account-override/account [:account/numeric-code :account/name
+                                                                                                                        {:account/client-overrides
+                                                                                                                         [:account-client-override/client
+                                                                                                                          :account-client-override/name]}]}]
+                                                          :vendor/address           [:address/street1 :address/city :address/state :address/zip]}])
+                                         :in $ ?c
+                                         :where [?vu :vendor-usage/client ?c]
+                                         [?vu :vendor-usage/count ?count]
+                                         [(>= ?vu 0)]
+                                         [?vu :vendor-usage/vendor ?v]]
+                                       (d/db conn)
+                                       client)
+                                  (map (fn [[v]]
+                                         [(-> v :vendor/name)
+                                          (-> v :vendor/address :address/street1)
+                                          (-> v :vendor/address :address/city)
+                                          (-> v :vendor/address :address/state)
+                                          (-> v :vendor/address :address/zip)
+                                          (-> v (vendor/terms-for-client-id client) )
+                                          (-> v (vendor/account-for-client-id client) (accounts/clientize client) :account/name)
+                                          (-> v (vendor/account-for-client-id client) :account/numeric-code)
+                                          ]
+                                         ))
+                                  (into [["Vendor Name" "Address" "City" "State" "Zip" "Terms" "Account" "Account Code"]]))]
+                    {:body 
+                     (with-open [w (java.io.StringWriter.)]
+                       (csv/write-csv w data)
+                       (.toString w))})))
            (GET "/ledger/export" {:keys [identity query-params]}
                 (let [start-date (or (some-> (query-params "start-date")
                                              (atime/parse atime/iso-date))

src/cljc/auto_ap/client_routes.cljc

@@ -31,6 +31,8 @@
                                    "requires-feedback" :requires-feedback-transactions
                                    "excluded" :excluded-transactions}
                   "reports/" {"" :reports}
+                  "company/" {"other" :company-other
+                              "export-vendors" :company-export-vendors}
                   "plaid" :plaid
                   "yodlee2" :yodlee2
                   "ledger/" {"" :ledger

src/cljs/auto_ap/views/main.cljs

@@ -30,7 +30,8 @@
    [auto-ap.views.pages.admin.users :refer [admin-users-page]]
    [auto-ap.views.pages.admin.import-batches :refer [import-batches-page]]
    [auto-ap.views.pages.company.yodlee2 :as yodlee2]
-   [auto-ap.views.pages.company.plaid :as plaid]))
+   [auto-ap.views.pages.company.plaid :as plaid]
+   [auto-ap.views.pages.company.other :as company-other]))
 
 (defmulti page (fn [active-page] active-page))
 (defmethod page :unpaid-invoices [_]
@@ -121,6 +122,9 @@
 (defmethod page :yodlee2 [_]
   (yodlee2/admin-yodlee-provider-accounts-page))
 
+(defmethod page :company-other [_]
+  (company-other/company-other-page))
+
 (defmethod page :plaid [_]
   (plaid/plaid-page))
 

src/cljs/auto_ap/views/pages/company/other.cljs

@@ -0,0 +1,76 @@
+(ns auto-ap.views.pages.company.other
+  (:require
+   [auto-ap.subs :as subs]
+   [auto-ap.views.utils :refer [dispatch-event with-user]]
+   [auto-ap.views.components.buttons :refer [fa-icon]]
+   [auto-ap.views.components.layouts :refer [side-bar-layout]]
+   [auto-ap.views.pages.company.side-bar :refer [company-side-bar]]
+   [re-frame.core :as re-frame]
+   [reagent.core :as reagent]
+   [vimsical.re-frame.cofx.inject :as inject]
+   [auto-ap.status :as status]))
+
+(re-frame/reg-event-fx
+  ::ready
+  (fn [{:keys [db] } [_ result]]
+    {:db (assoc db ::export-result result)}))
+
+(re-frame/reg-sub
+  ::export-result
+  (fn [db]
+    (::export-result db)))
+
+(re-frame/reg-event-fx
+  ::export-vendors
+  [(re-frame/inject-cofx ::inject/sub [::subs/client]) with-user]
+  (fn [{:keys [db user] ::subs/keys [client]}]
+    {:http {:token      user
+            :method     :get 
+            :headers    {"Content-Type" "application/edn"}
+            :uri        (str "/api/vendors/company/export?client=" (:code client))
+            :owns-state {:single ::export-vendors}
+            :on-success [::ready]}}))
+
+(re-frame/reg-event-fx
+  ::unmounted
+  (fn [{:keys [db]} _]
+    {:db (dissoc db ::export-result)}))
+
+(defn company-other-content []
+  (let [client @(re-frame/subscribe [::subs/client])
+        state  @(re-frame/subscribe [::status/single ::export-vendors])
+        export-result @(re-frame/subscribe [::export-result])]
+    (if client 
+      [:div
+       [:h1.title "Other"]
+       [status/status-notification [::status/single ::export-vendors]]
+       
+
+       [fa-icon {:icon "fa-external-link"
+                 :class (into (status/class-for state) ["is-primary" ])
+                 :disabled (status/disabled-for state)
+                 :event [::export-vendors]
+                 }
+        [:div 
+         (str " Export " (:name client) " Vendors")
+         ]]
+       (when export-result
+         [:<> 
+          [:div 
+           "Ready! Click "
+           [:a {:href     (str "data:attachment/csv;charset=utf-8," (js/encodeURI export-result))
+                :target   "_blank"
+                :download (str "vendors-" (:code client) ".csv")}
+            "here"]
+           " to download"]])
+       ]
+      [:div "Please select a company."])))
+
+
+(defn company-other-page []
+  (reagent/create-class
+    {:reagent-render         (fn []
+                               [side-bar-layout {:side-bar [company-side-bar {}]
+                                                 :main     [company-other-content]}])
+     :component-will-unmount #(re-frame/dispatch [::unmounted])}))
+

src/cljs/auto_ap/views/pages/company/side_bar.cljs

@@ -22,4 +22,8 @@
      [:li.menu-item
       [:a {:href (bidi/path-for routes/routes :yodlee2), :class (str "item" (active-when ap = :yodlee2))}
        [:span {:class "icon icon-saving-bank-1" :style {:font-size "25px"}}]
-       [:span {:class "name"} "Yodlee Link"]]]]))
+       [:span {:class "name"} "Yodlee Link"]]]
+     [:li.menu-item
+      [:a {:href (bidi/path-for routes/routes :company-other), :class (str "item" (active-when ap = :company-other))}
+       [:span {:class "icon icon-cog-play-1" :style {:font-size "25px"}}]
+       [:span {:class "name"} "Other"]]]]))