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percentage-based splitting.

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Bryce Covert
2019-04-23 07:09:21 -07:00
parent 81a13bf2e0
commit 9f30c74619
6 changed files with 158 additions and 56 deletions
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4
src/clj/auto_ap/datomic/migrate.clj
View File

@@ -128,8 +128,8 @@
:requires [:auto-ap/convert-invoices]}
:auto-ap/add-yodlee-merchant2 {:txes add-general-ledger/add-yodlee-merchant :requires [:auto-ap/convert-transactions]}
:auto-ap/bulk-load-invoice-ledger3 {:txes-fn `add-general-ledger/bulk-load-invoice-ledger :requires [:auto-ap/convert-transactions]}
:auto-ap/bulk-load-transaction-ledger3 {:txes-fn `add-general-ledger/bulk-load-transaction-ledger :requires [:auto-ap/convert-transactions]}
#_#_:auto-ap/bulk-load-invoice-ledger3 {:txes-fn `add-general-ledger/bulk-load-invoice-ledger :requires [:auto-ap/convert-transactions]}
#_#_:auto-ap/bulk-load-transaction-ledger3 {:txes-fn `add-general-ledger/bulk-load-transaction-ledger :requires [:auto-ap/convert-transactions]}
}]
(println "Conforming database...")

5
src/cljc/auto_ap/entities/shared.cljc
View File

@@ -12,5 +12,6 @@
(s/def ::required-identifier (s/and string?
#(not (str/blank? %))))
(s/def ::money (s/and string?
#(re-matches money-regex %)))
(s/def ::money (s/or :string (s/and string?
#(re-matches money-regex %))
:float float?))

79
src/cljs/auto_ap/views/components/expense_accounts_field.cljs
View File

@@ -2,7 +2,7 @@
(:require [auto-ap.forms :as forms]
[auto-ap.subs :as subs]
[auto-ap.views.components.typeahead :refer [typeahead]]
[auto-ap.views.utils :refer [bind-field dispatch-event]]
[auto-ap.views.utils :refer [bind-field dispatch-event ->$]]
[goog.string :as gstring]
[re-frame.core :as re-frame]
[clojure.string :as str]))
@@ -14,7 +14,9 @@
::add-expense-account
(fn [_ [_ event expense-accounts]]
{:dispatch (conj event (conj expense-accounts
{:amount 0 :id (str "new-" (random-uuid))}))}))
{:amount 0 :id (str "new-" (random-uuid))
:amount-mode "%"
:amount-percentage 0}))}))
(re-frame/reg-event-fx
::remove-expense-account
@@ -26,13 +28,30 @@
[]
expense-accounts))}))
(defn recalculate-amounts [expense-accounts total]
(mapv
(fn [ea]
(assoc ea :amount
(js/parseFloat
(goog.string/format "%.2f"
(* (/ (js/parseFloat (:amount-percentage ea)) 100.0) (js/parseFloat total))))))
expense-accounts))
(re-frame/reg-event-fx
::expense-account-changed
(fn [_ [_ event expense-accounts field value]]
(fn [_ [_ event expense-accounts max-value field value]]
(let [updated-accounts (cond-> expense-accounts
true (assoc-in field value)
(= (list :account :id) (drop 1 field)) (assoc-in [(first field) :account] @(re-frame/subscribe [::subs/account value]))
)
(= (list :amount-percentage) (drop 1 field)) (assoc-in [(first field) :amount]
(js/parseFloat
(goog.string/format "%.2f"
(do
(println value max-value)
(* (/ (cond-> value
(not (float? value)) (js/parseFloat )) 100.0)
(cond-> max-value
(not (float? max-value)) (js/parseFloat))))))))
updated-accounts (if-let [location (get-in updated-accounts [(first field) :account :location])]
(assoc-in updated-accounts [(first field) :location] location)
updated-accounts)]
@@ -43,16 +62,18 @@
(defn expense-accounts-field [{expense-accounts :value max-value :max locations :locations event :event descriptor :descriptor}]
(let [chooseable-expense-accounts @(re-frame/subscribe [::subs/chooseable-expense-accounts])
accounts-by-id @(re-frame/subscribe [::subs/accounts-for-client-by-id])]
(println expense-accounts)
[:div
[:div.columns
[:div.column
[:h1.subtitle.is-4.is-inline (str/capitalize descriptor) "s"]]
[:h1.subtitle.is-4.is-inline (str/capitalize descriptor) "s"]
[:p.help "Remaining " (->$ (- max-value (reduce + 0 (map (comp js/parseFloat :amount) expense-accounts))))]]
[:div.column.is-narrow
[:p.buttons
[:a.button {:on-click (dispatch-event [::add-expense-account event expense-accounts])} "Add"]]]]
(for [[index {:keys [account id location amount] :as expense-account}] (map vector (range) expense-accounts)
(for [[index {:keys [account id location amount amount-mode] :as expense-account}] (map vector (range) expense-accounts)
:let [account (accounts-by-id (:id account))]]
^{:key id}
[:div.box
@@ -74,7 +95,9 @@
[typeahead {:matches (map (fn [x] [(:id x) (str (:numeric-code x) " - " (:name x))]) chooseable-expense-accounts)
:type "typeahead"
:field [index :account :id]
:event [::expense-account-changed event expense-accounts]
#_#_:text-field [index :account :name]
:event [::expense-account-changed event expense-accounts max-value]
:subscription expense-accounts}]]]]
[:div.column.is-narrow
[:p.help "Location"]
@@ -92,7 +115,7 @@
:field [index :location]
:allow-nil? true
:spec (set locations)
:event [::expense-account-changed event expense-accounts]
:event [::expense-account-changed event expense-accounts max-value]
:subscription expense-accounts}
(map (fn [l] ^{:key l} [:option {:value l} l]) locations)]]])]]]]
@@ -101,14 +124,34 @@
[:p.help "Amount"]
[:div.control
[:div.field.has-addons.is-extended
[:p.control [:a.button.is-static "$"]]
[:p.control [:span.select
[bind-field
[:select {:type "select"
:field [index :amount-mode]
:allow-nil? false
:event [::expense-account-changed event expense-accounts max-value]
:subscription expense-accounts}
[:option "$"]
[:option "%"]]]]]
[:p.control
[bind-field
[:input.input {:type "number"
:field [index :amount]
:style {:text-align "right" :width "7em"}
:event [::expense-account-changed event expense-accounts]
:subscription expense-accounts
:value (get-in expense-account [:amount])
:max max-value
:step "0.01"}]]]]]]])]))
(if (= "$" amount-mode)
[bind-field
[:input.input {:type "number"
:field [index :amount]
:style {:text-align "right" :width "7em"}
:event [::expense-account-changed event expense-accounts max-value]
:subscription expense-accounts
:precision 2
:value (get-in expense-account [:amount])
:max max-value
:step "0.01"}]]
[bind-field
[:input.input {:type "number"
:field [index :amount-percentage]
:style {:text-align "right" :width "7em"}
:event [::expense-account-changed event expense-accounts max-value]
:precision 2
:subscription expense-accounts
:value (get-in expense-account [:amount-percentage])
:max "100"
:step "0.01"}]])]]]]])]))

54
src/cljs/auto_ap/views/pages/invoices/form.cljs
View File

@@ -6,7 +6,7 @@
[auto-ap.subs :as subs]
[auto-ap.views.components.dropdown :refer [drop-down]]
[auto-ap.views.components.typeahead :refer [typeahead]]
[auto-ap.views.components.expense-accounts-field :refer [expense-accounts-field]]
[auto-ap.views.components.expense-accounts-field :refer [expense-accounts-field recalculate-amounts]]
[auto-ap.views.pages.invoices.common :refer [invoice-read]]
[auto-ap.views.utils
:refer
@@ -104,7 +104,10 @@
(re-frame/reg-event-db
::adding
(fn [db [_ new]]
(-> db (forms/start-form ::form (assoc new :expense-accounts [{:amount 0 :id (str "new-" (random-uuid))}])))))
(-> db (forms/start-form ::form (assoc new :expense-accounts [{:amount 0
:id (str "new-" (random-uuid))
:amount-percentage 100
:amount-mode "%"}])))))
(re-frame/reg-event-db
::editing
@@ -113,16 +116,28 @@
edit-invoice (assoc edit-invoice :original edit-invoice)]
(-> db
(forms/start-form ::form {:id (:id edit-invoice)
:status (:status edit-invoice)
:date (:date edit-invoice)
:invoice-number (:invoice-number edit-invoice)
:total (:total edit-invoice)
:original edit-invoice
:vendor-id (:id (:vendor edit-invoice))
:vendor-name (:name (:vendor edit-invoice))
:client-id (:id (:client edit-invoice))
:expense-accounts (:expense-accounts edit-invoice)
:client-name (:name (:client edit-invoice))})))))
:status (:status edit-invoice)
:date (:date edit-invoice)
:invoice-number (:invoice-number edit-invoice)
:total (:total edit-invoice)
:original edit-invoice
:vendor-id (:id (:vendor edit-invoice))
:vendor-name (:name (:vendor edit-invoice))
:client-id (:id (:client edit-invoice))
:expense-accounts (if (seq (:expense-accounts which))
(vec (map
(fn [a]
(-> a
(update :amount #(js/parseFloat %))
(assoc :amount-percentage (* 100 (/ (js/parseFloat (:amount a))
(Math/abs (js/parseFloat (:total which))))))
(assoc :amount-mode "%")))
(:expense-accounts edit-invoice)))
[{:id (str "new-" (random-uuid))
:amount-mode "$"
:amount (Math/abs (:total edit-invoice))
:amount-percentage 100}])
:client-name (:name (:client edit-invoice))})))))
(re-frame/reg-event-fx
@@ -135,6 +150,15 @@
[:client-id] value
[:location] first-location]})))
(re-frame/reg-event-fx
::change-amount
[(forms/in-form ::form)]
(fn [{{:keys [data]} :db} [_ field value]]
(print field value (:expense-accounts data))
{:dispatch [::forms/change ::form
field value
[:expense-accounts] (recalculate-amounts (:expense-accounts data) value)]}))
(re-frame/reg-event-fx
::change-vendor
[(forms/in-form ::form)]
@@ -148,6 +172,8 @@
field value
[:expense-accounts] [{:id (str "new-" (random-uuid))
:amount (:total data)
:amount-percentage 100
:amount-mode "%"
:account @(re-frame/subscribe [::subs/vendor-default-account value])}]]}
{:dispatch [::forms/change ::form
field value]}))))
@@ -284,7 +310,7 @@
[:input.input {:type "number"
:field [:total]
:disabled (if can-change-amount? "" "disabled")
:event change-event
:event [::change-amount]
:min min-total
:subscription data
:spec ::invoice/total
@@ -297,7 +323,7 @@
:descriptor "expense account"
:event change-event
:locations locations
:max-value (:total data)
:max (:total data)
:field [:expense-accounts]}]]]

55
src/cljs/auto_ap/views/pages/transactions/form.cljs
View File

@@ -39,6 +39,7 @@
(forms/stop-form ::edit-transaction))
:dispatch (conj edit-completed edit-transaction)}))
(re-frame/reg-event-db
::editing
(fn [db [_ which]]
@@ -46,14 +47,25 @@
(-> db
(forms/start-form ::edit-transaction {:id (:id which)
:yodlee-merchant (:yodlee-merchant which)
:amount (:amount which)
:description-original (:description-original which)
:location (:location which)
:client-id (:id (:client which))
:vendor-id (:id (:vendor which))
:vendor-name (:name (:vendor which))
:accounts (or (vec (:accounts which))
[{:id (str "new-" (random-uuid))
:amount (Math/abs (:amount which))}])}))))
:accounts (if (seq (:accounts which))
(vec (map
(fn [a]
(-> a
(update :amount js/parseFloat)
(assoc :amount-percentage (* 100 (/ (js/parseFloat (:amount a))
(Math/abs (js/parseFloat (:amount which))))))
(assoc :amount-mode "$")))
(:accounts which)))
[{:id (str "new-" (random-uuid))
:amount-mode "$"
:amount (Math/abs (:amount which))
:amount-percentage 100}])}))))
(re-frame/reg-event-fx
@@ -111,6 +123,15 @@
:disabled "disabled"
:subscription data}]]]]
[:div.field
[:p.help "Amount"]
[:div.control
[bind-field
[:input.input {:type "text"
:field [:amount]
:disabled "disabled"
:subscription data}]]]]
[:div.field
[:p.help "Description"]
[:div.control
@@ -133,15 +154,16 @@
:event change-event
:subscription data}]]]]
[:div.field]
[bind-field
[expense-accounts-field
{:type "expense-accounts"
:field [:accounts]
:descriptor "credit account"
:locations locations
:event change-event
:subscription data}]]
[:div.field
[bind-field
[expense-accounts-field
{:type "expense-accounts"
:field [:accounts]
:max (Math/abs (js/parseFloat (:amount data)))
:descriptor "credit account"
:locations locations
:event change-event
:subscription data}]]]
(comment
[:div.field
@@ -151,18 +173,11 @@
:field [:always-map]
:subscription data}]
" Always match Merchant '" (:merchant-name data) "' to '" (:vendor-name data) "'" ]]])
(when error
^{:key error} [:div.notification.is-warning.animated.fadeInUp
error])
[:button.button.is-medium.is-primary.is-fullwidth {:disabled (if @(re-frame/subscribe [::can-submit])
""
"disabled")
:class (str @(re-frame/subscribe [::forms/loading-class ::edit-transaction])
(when error " animated shake"))} "Save"]
])])
(when error " animated shake"))} "Save"]])])

17
src/cljs/auto_ap/views/utils.cljs
View File

@@ -156,6 +156,23 @@
(into [dom keys] (with-keys rest))))
(defmethod do-bind "number" [dom {:keys [field precision event subscription class spec] :as keys :or {precision 2}} & rest]
(let [field (if (keyword? field) [field] field)
event (if (keyword? event) [event] event)
keys (assoc keys
:on-change (fn [e]
(.preventDefault e)
(re-frame/dispatch (-> event
(conj field)
(conj (js/parseFloat (.. e -target -value))))))
:value (get-in subscription field)
:class (str class
(when (and spec (not (s/valid? spec (get-in subscription field))))
" is-danger")))
keys (dissoc keys :field :subscription :event :spec)]
(into [dom keys] (with-keys rest))))
(defmethod do-bind :default [dom {:keys [field event subscription class spec] :as keys} & rest]
(let [field (if (keyword? field) [field] field)
event (if (keyword? event) [event] event)