supports location matches, adds invoice types

src/clj/auto_ap/datomic/clients.clj

@@ -8,6 +8,11 @@
               :where [?e :client/name]]
             (d/db (d/connect uri)))
        (map first)
+       (map (fn [c]
+              (update c :client/location-matches
+                      (fn [lms]
+                        
+                        (map #(assoc % :location-match/match (first (:location-match/matches %))) lms)))))
        (map (fn [c]
               (update c :client/bank-accounts
                       (fn [bas]

src/clj/auto_ap/graphql.clj

@@ -38,12 +38,17 @@
                      :serialize (schema/as-conformer #(or (:ident %) (:db/ident %) %))}}
    :objects
    {
+    :location_match
+    {:fields {:location {:type 'String}
+              :match {:type 'String}}}
+
     :client
     {:fields {:id {:type :id}
               :name {:type 'String}
               :code {:type 'String}
               :email {:type 'String}
               :address {:type :address}
+              :location_matches {:type '(list :location_match)}
               :locations {:type '(list String)}
               :bank_accounts {:type '(list :bank_account)}}}
     :contact
@@ -284,6 +289,8 @@
    {
     :invoice_payment_amount {:fields {:invoice_id {:type :id}
                                :amount {:type 'Float}}}
+    :edit_location_match {:fields {:location {:type 'String}
+                              :match {:type 'String}}}
 
     :edit_client {:fields {:id {:type :id}
                            :name {:type 'String}
@@ -291,6 +298,7 @@
                            :email {:type 'String}
                            :address {:type :add_address}
                            :locations {:type '(list String)}
+                           :location_matches {:type '(list :edit_location_match)}
                            :bank_accounts {:type '(list :edit_bank_account)}}}
     :edit_bank_account
     {:fields {:id {:type :id }

src/clj/auto_ap/graphql/clients.clj

@@ -32,6 +32,10 @@
                                           :client/name (:name edit_client)
                                           :client/email (:email edit_client)
                                           :client/locations (filter identity (:locations edit_client))
+                                    :client/location-matches (->> (:location_matches edit_client)
+                                                                  (filter (fn [lm] (and (:location lm) (:match lm))))
+                                                                  (map (fn [lm] {:location-match/location (:location lm)
+                                                                                 :location-match/matches [(:match lm)]})))
                                           :client/address (remove-nils {
                                                             :address/street1  (:street1 (:address edit_client))
                                                             :address/street2  (:street2 (:address edit_client))

src/clj/auto_ap/parse.clj

@@ -26,6 +26,8 @@
   [_ _ value]
   value)
 
+(def last-text (atom nil))
+
 
 (defn template-applies? [text {:keys [keywords]}]
   (every? #(re-find % text) keywords))
@@ -49,7 +51,7 @@
               :text text}))])))
 
 (defn parse [text]
-  (println text)
+  (reset! last-text text)
   (->> t/pdf-templates
        (filter (partial template-applies? text))
        first

src/clj/auto_ap/parse/templates.clj

@@ -34,6 +34,20 @@
               :customer-identifier #"Bill To[^\n]+\n[^\n]*\n([\w ]+)\s{2,}"
               :date #"Invoice #\s*\n\s*[\w\.]+\s+([\w\./]+)"
               :total #"Total\s+\$([0-9.]+)"}
+    :parser {:date [:clj-time "MM/dd/yy"]}}
+   {:vendor "DVW Commercial"
+    :keywords [#"DVW Commercial"]
+    :extract {:date #"\s*([0-9]+/[0-9]+/[0-9]+)"
+              :customer-identifier #"Bill To:[^\n]+\n[^\n]*\n\s*([\w ]+) \("
+              :invoice-number #"Invoice\s*\n\s*([\w\./]+)*"
+              :total #"Total:\s+\$ ([0-9.]+)"}
+    :parser {:date [:clj-time "MM/dd/yy"]}}
+   {:vendor "Daylight Foods"
+    :keywords [#"DAYLIGHT FOODS"]
+    :extract {:date #"\n\s*Date[^\n]+\n\s*([0-9]+/[0-9]+/[0-9]+)"
+              :customer-identifier #"Bill To:[^\n]+\n\s*([\w ]+)"
+              :invoice-number #"Invoice\s([\w\./]+)*"
+              :total #"Total Invoice\s+([0-9.]+)"}
     :parser {:date [:clj-time "MM/dd/yy"]}}])
 
 (def excel-templates

src/clj/auto_ap/routes/invoices.clj

@@ -163,13 +163,15 @@
         _ (println imports)
 
         transactions (reduce (fn [result {:keys [invoice-number customer-identifier total date vendor-code text] :as info}]
+                               (println "searching for" vendor-code)
                                (let [[matching-vendor default-expense-account] (->> (d/query
-                                                                                     (cond-> {:query {:find ['?vendor '?default-expense-account]
+                                                                                     {:query {:find ['?vendor '?default-expense-account]
-                                                                                                      :in ['$ '?vendor-name]
+                                                                                              :in ['$ '?vendor-name]
-                                                                                                      :where ['[?vendor :vendor/name ?vendor-name]
+                                                                                              :where ['[?vendor :vendor/name ?vendor-name]
-                                                                                                              '[?vendor :vendor/default-expense-account ?default-expense-account]]}
+                                                                                                      '[?vendor :vendor/default-expense-account ?default-expense-account]]}
-                                                                                              :args [(d/db (d/connect uri)) vendor-code]}))
+                                                                                      :args [(d/db (d/connect uri)) vendor-code]})
                                                                                     first)
+                                     _ (println matching-vendor)
                                      matching-client (parse/best-match clients customer-identifier)
                                      _ (println "New invoice matches client" matching-client)
                                      matching-location (parse/best-location-match matching-client text )

src/cljs/auto_ap/events.cljs

@@ -42,7 +42,7 @@
         :graphql {:token token
                   :query-obj {:venia/queries [[:client
 
-                                               [:id :name :code :email :locations [:bank-accounts [:id :code :number :bank-name :bank-code :check-number :name :routing :type :sort-order :visible :yodlee-account-id] ]
+                                               [:id :name :code :email :locations [:location-matches [:location :match]] [:bank-accounts [:id :code :number :bank-name :bank-code :check-number :name :routing :type :sort-order :visible :yodlee-account-id] ]
                                                 [:address [:street1 :street2 :city :state :zip]]]]
                                               [:vendor
                                                [:id :name :default-expense-account [:primary-contact [:name :phone :email :id]] [:secondary-contact [:id :name :phone :email]] :print-as :invoice-reminder-schedule :code]]]}
@@ -65,7 +65,7 @@
  (fn  [{:keys [db]} [_ token user]]
    {:graphql {:token token
               :query-obj {:venia/queries [[:client
-                                           [:id :name :code [:address [:street1 :street2 :city :state :zip]] [:bank-accounts [:id :code :number :bank-name :bank-code :check-number :name :routing :type :sort-order :visible :yodlee-account-id] ]]]
+                                           [:id :name :code [:location-matches [:location :match]] [:address [:street1 :street2 :city :state :zip]] [:bank-accounts [:id :code :number :bank-name :bank-code :check-number :name :routing :type :sort-order :visible :yodlee-account-id] ]]]
                                           [:vendor
                                            [:id :name :default-expense-account [:primary-contact [:name :phone :email :id]] [:secondary-contact [:id :name :phone :email]] :print-as :invoice-reminder-schedule :code]]]}
               

src/cljs/auto_ap/views/pages/admin/clients.cljs

@@ -42,6 +42,7 @@
     :code (:code new-client-data) ;; TODO add validation can't change
     :email (:email new-client-data)
     :locations (:locations new-client-data)
+    :location-matches (:location-matches new-client-data)
     :address {:street1 (:street1 (:address new-client-data))
               :street2 (:street2 (:address new-client-data)),
               :city (:city (:address new-client-data))
@@ -85,7 +86,7 @@
                                        :operation/name "EditClient"}
                      :venia/queries [{:query/data [:edit-client
                                                    {:edit-client new-client-req}
-                                                   [:id :name :code :email :locations [:address [:street1 :street2 :city :state :zip]] [:bank-accounts [:id :number :check-number :name :code :bank-code :bank-name :routing :type :visible :yodlee-account-id :sort-order]]]]}]}  
+                                                   [:id :name :code :email :locations [:location-matches [:location :match]] [:address [:street1 :street2 :city :state :zip]] [:bank-accounts [:id :number :check-number :name :code :bank-code :bank-name :routing :type :visible :yodlee-account-id :sort-order]]]]}]}  
          :on-success [::save-complete]
          :on-error [::forms/save-error ::new-client]}}
        {:db new-client-form}))))
@@ -111,6 +112,14 @@
        (update :locations conj (:location client))
        (dissoc :location))))
 
+(re-frame/reg-event-db
+ ::add-new-location-match
+ [(forms/in-form ::new-client) (re-frame/path [:data])]
+ (fn [client _]
+   (-> client
+       (update :location-matches conj (:location-match client))
+       (dissoc :location-match))))
+
 (re-frame/reg-event-db
  ::add-new-bank-account
  [(forms/in-form ::new-client) (re-frame/path [:data])]
@@ -372,6 +381,31 @@
          (for [location (:locations new-client)]
            ^{:key location} [:li  location ])]]]
 
+      [:div.field
+       [:p.help "Location matches"]
+       [:div.control
+        [:div.field.has-addons
+         
+         [:p.control
+          
+          [bind-field
+           [:input.input {:type "text"
+                          :placeholder "San Jose"
+                          :field [:location-match :match]
+                          :event change-event
+                          :subscription new-client}]]]
+         [:p.control
+          [bind-field
+           [:input.input {:type "text"
+                          :placeholder "DT"
+                          :field [:location-match :location]
+                          :event change-event
+                          :subscription new-client}]]]
+         [:p.control [:button.button.is-primary {:on-click (dispatch-event [::add-new-location-match])} "Add"]]]
+        [:ul
+         (for [{:keys [location match]} (:location-matches new-client)]
+           ^{:key location} [:li match "->" location ])]]]
+
       [:div {:style {:padding-bottom "0.75em" :padding-top "0.75em"}}
        [:h2.subtitle "Address"]
        [address-field {:field [:address]