This commit is contained in:
Bryce Covert
2019-10-10 20:17:42 -07:00
9 changed files with 75 additions and 6 deletions

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@@ -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]

View File

@@ -58,12 +58,17 @@
%))}}
: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
@@ -442,6 +447,8 @@
{
:invoice_payment_amount {:fields {:invoice_id {:type :id}
:amount {:type 'Float}}}
:edit_location_match {:fields {:location {:type 'String}
:match {:type 'String}}}
:date_range {:fields {:start {:type :iso_date}
:end {:type :iso_date}}}
@@ -466,6 +473,7 @@
: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 }

View File

@@ -65,9 +65,9 @@
[:table {:num-cols 12 :border false :leading 11 :widths (distribute [2 3 3 3 3 3 3 3 3 2 2 2])}
[(let [{:keys [:client/name] {:keys [:address/street1 :address/street2 :address/city :address/state :address/zip]} :client/address} client]
[:cell {:colspan 3 } [:paragraph {:leading 14} name "\n" street1 "\n" (str city ", " state " " zip)] ])
[:cell {:colspan 4 } [:paragraph {:leading 14} name "\n" street1 "\n" (str city ", " state " " zip)] ])
(let [{:keys [:bank-account/bank-name :bank-account/bank-code] } bank-account]
[:cell {:colspan 7 :align :center} [:paragraph {:style :bold} bank-name] [:paragraph {:size 8 :leading 8} bank-code]])
[:cell {:colspan 6 :align :center} [:paragraph {:style :bold} bank-name] [:paragraph {:size 8 :leading 8} bank-code]])
[:cell {:colspan 2 :size 13}
check]]

View File

@@ -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))

View File

@@ -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

View File

@@ -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

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@@ -271,6 +271,7 @@
7450 {:name "Building Cleaning & Maintenance" :parent 7400}
7455 {:name "Pest Control" :parent 7400}
7460 {:name "Repairs to Equipment" :parent 7400}
7461 {:name "Contract Labor" :parent 7400}
7500 {:name "Office / Management Related" :parent nil}
7510 {:name "Office Supplies" :parent 7500}
7520 {:name "Printing - Internal" :parent 7500}
@@ -298,6 +299,7 @@
8430 {:name "Other Rental" :parent 8400 }
8500 {:name "Taxes and Insurance" :parent nil }
8510 {:name "Liability Insurance" :parent 8500 }
8511 {:name "Workers Comp Insurance" :parent 8500 }
8610 {:name "Business License" :parent 8500 }
8620 {:name "Health Permit" :parent 8500 }
8710 {:name "Personal Property Taxes" :parent nil }

View File

@@ -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 :locations] ]
[: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 :locations] ]
[:address [:street1 :street2 :city :state :zip]]]]
[:vendor
[:id :name :hidden [:default-account [:name :id :location]] [: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 :locations] ]]]
[: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 :locations] ]]]
[:vendor
[:id :name :hidden [:default-account [:name :id :location]] [:primary-contact [:name :phone :email :id]] [:secondary-contact [:id :name :phone :email]] :print-as :invoice-reminder-schedule :code]]
[:accounts [:numeric-code :name :location :type :account_set :id]]]}

View File

@@ -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))
@@ -86,7 +87,7 @@
: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 :locations]]]]}]}
[: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 :locations]]]]}]}
:on-success [::save-complete]
:on-error [::forms/save-error ::new-client]}}
{:db new-client-form}))))
@@ -117,6 +118,14 @@
(update-in [:bank-accounts which-account :locations] #(conj (or % #{}) (get-in client [:bank-accounts which-account :location-select])))
(update-in [:bank-accounts which-account] dissoc :location-select))))
(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])]
@@ -440,6 +449,31 @@
(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]