adding transaction rules.

src/clj/auto_ap/datomic/migrate.clj

@@ -131,9 +131,9 @@
                    :auto-ap/add-exclude-to-transaction {:txes add-general-ledger/add-exclude-to-transaction :requires [:auto-ap/add-external-id-to-ledger]}
                    :auto-ap/convert-transactions {:txes-fn `add-general-ledger/convert-transactions :requires [:auto-ap/add-external-id-to-ledger]} 
 
+                   :auto-ap/add-transaction-rules {:txes add-general-ledger/add-transaction-rules :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...")

src/clj/auto_ap/datomic/migrate/add_general_ledger.clj

@@ -305,6 +305,44 @@
      :db/cardinality :db.cardinality/one
      :db/doc "Whether to exclude from the ledger"}]])
 
+(def add-transaction-rules
+  [[{:db/ident :transaction-rule/client
+     :db/valueType :db.type/ref
+     :db/cardinality :db.cardinality/one
+     :db/doc "The specific client this rule is for"}
+
+    {:db/ident :transaction-rule/bank-account
+     :db/valueType :db.type/ref
+     :db/cardinality :db.cardinality/one
+     :db/doc "The specific bank account this rule is for"}
+
+    {:db/ident :transaction-rule/yodlee-merchant
+     :db/valueType :db.type/ref
+     :db/cardinality :db.cardinality/one
+     :db/doc "Apply this rule if the yodlee merchant matches"}
+
+    {:db/ident :transaction-rule/description
+     :db/valueType :db.type/string
+     :db/cardinality :db.cardinality/one
+     :db/doc "A description to match this rule against"}
+
+    {:db/ident :transaction-rule/note
+     :db/valueType :db.type/string
+     :db/cardinality :db.cardinality/one
+     :db/doc "A friendly description for this rule (internal)"}
+
+    {:db/ident :transaction-rule/amount-lte
+     :db/valueType :db.type/double
+     :db/cardinality :db.cardinality/one
+     :db/doc "Amount has to be less than or equal to this"}
+
+    {:db/ident :transaction-rule/amount-gte
+     :db/valueType :db.type/double
+     :db/cardinality :db.cardinality/one
+     :db/doc "Amount has to be greater than or equal to this"}
+
+    ]])
+
 (def add-credit-bank-account
   [[{:db/ident :bank-account-type/credit}]])
 

src/clj/auto_ap/datomic/transaction_rules.clj

@@ -0,0 +1,71 @@
+(ns auto-ap.datomic.transaction-rules
+  (:require [datomic.api :as d]
+            [auto-ap.datomic :refer [uri merge-query apply-sort-2 apply-pagination add-sorter-field]]
+            [auto-ap.graphql.utils :refer [limited-clients]]
+            [clojure.set :refer [rename-keys]]
+            [clj-time.coerce :as c]))
+
+(defn <-datomic [result]
+  result)
+
+(def default-read '[*
+                    {:transaction-rule/client [:client/name :db/id :client/code]}
+                    {:transaction-rule/bank-account [*]}
+                    {:transaction-rule/yodlee-merchant [*]}])
+
+(defn raw-graphql-ids [db args]
+  (let [query (cond-> {:query {:find []
+                               :in ['$]
+                               :where []}
+                       :args [db]}
+                (:sort-by args) (add-sorter-field {"client" ['[?e :transaction-rule/client ?c]
+                                                             '[?c :client/name ?sorter]]
+                                                   "yodlee-merchant" ['[?e :transaction-rule/yodlee-merchant ?c]
+                                                                      '[?c :yodlee-merchant/name ?sorter]]
+                                                   "bank-account" ['[?e :transaction-rule/bank-account ?c]
+                                                                   '[?c :bank-account/name ?sorter]]
+                                                   "amount_lte" ['[?e :transaction-rule/amount-lte ?sorter]]
+                                                   "amount_gte" ['[?e :transaction-rule/amount-gte ?sorter]]
+                                                   }
+                                                  args)
+
+                (limited-clients (:id args))
+                (merge-query {:query {:in ['[?xx ...]]
+                                      :where ['[?e :transaction-rule/client ?xx]]}
+                              :args [(set (map :db/id (limited-clients (:id args))))]})
+
+                (:client-id args)
+                (merge-query {:query {:in ['?client-id]
+                                      :where ['[?e :transaction-rule/client ?client-id]]}
+                              :args [(:client-id args)]})
+
+                true
+                (merge-query {:query {:find ['?e]
+                                      :where ['[?e :transaction-rule/description]]}}))]
+
+    
+    (cond->> query
+      true (d/query)
+      true (apply-sort-2 args [:asc])
+      true (apply-pagination args))))
+
+(defn graphql-results [ids db args]
+  (let [results (->> (d/pull-many db default-read ids)
+                     (group-by :db/id))
+        transaction-rules (->> ids
+                               (map results)
+                               (map first)
+                               (mapv <-datomic))]
+    transaction-rules))
+
+(defn get-graphql [args]
+  (let [db (d/db (d/connect uri))
+        {ids-to-retrieve :ids matching-count :count} (raw-graphql-ids db args)]
+
+    [(->> (graphql-results ids-to-retrieve db args))
+     matching-count]))
+
+(defn get-by-id [id]
+  (->> 
+   (d/pull (d/db (d/connect uri)) default-read id)
+   (<-datomic)))

src/clj/auto_ap/graphql.clj

@@ -24,6 +24,7 @@
     [auto-ap.graphql.checks :as gq-checks]
     [auto-ap.graphql.invoices :as gq-invoices]
     [auto-ap.graphql.transactions :as gq-transactions]
+    [auto-ap.graphql.transaction-rules :as gq-transaction-rules]
     [auto-ap.time :as time]
     [clojure.walk :as walk]
     [clojure.string :as str])
@@ -173,6 +174,17 @@
                            :bank_account {:type :bank_account}
                            :date {:type 'String}
                            :post_date {:type 'String}}}
+
+    :transaction_rule {:fields {:id {:type :id}
+                                :note {:type 'String}
+                                :client {:type :client}
+                                :bank_account {:type :bank_account}
+                                :yodlee_merchant {:type :yodlee_merchant}
+                                :description {:type 'String}
+                                :amount_lte {:type 'String}
+                                :amount_gte {:type 'String}
+                                :vendor {:type :vendor}}}
+
     :invoice_payment
     {:fields {:id {:type :id}
               :amount {:type 'String}
@@ -237,6 +249,12 @@
                                 :start {:type 'Int}
                                 :end {:type 'Int}}}
 
+    :transaction_rule_page {:fields {:transaction_rules {:type '(list :transaction_rule)}
+                                     :count {:type 'Int}
+                                     :total {:type 'Int}
+                                     :start {:type 'Int}
+                                     :end {:type 'Int}}}
+
     :ledger_page {:fields {:journal_entries {:type '(list :journal_entry)}
                            :count {:type 'Int}
                            :total {:type 'Int}
@@ -334,6 +352,13 @@
                    
                    :resolve :get-transaction-page}
 
+    :transaction_rule_page {:type :transaction_rule_page
+                :args {:client_id {:type :id}
+                       :start {:type 'Int}
+                       :sort_by {:type 'String}
+                       :asc {:type 'Boolean}}
+                :resolve :get-transaction-rule-page}
+
     :ledger_page {:type :ledger_page
                        :args {:client_id {:type :id}
                               :bank_account_id {:type :id}
@@ -699,6 +724,7 @@
                          :get-ledger-page gq-ledger/get-ledger-page
                          :get-balance-sheet gq-ledger/get-balance-sheet
                          :get-profit-and-loss gq-ledger/get-profit-and-loss
+                         :get-transaction-rule-page gq-transaction-rules/get-transaction-rule-page
                          :get-expense-account-stats get-expense-account-stats
                          :get-invoice-stats get-invoice-stats
                          

src/clj/auto_ap/graphql/ledger.clj

@@ -5,7 +5,7 @@
             [auto-ap.datomic.accounts :as a]
             [auto-ap.utils :refer [by dollars=]]
             [auto-ap.time :refer [parse iso-date]]
-            [auto-ap.graphql.utils :refer [->graphql <-graphql limited-clients assert-admin]]
+            [auto-ap.graphql.utils :refer [->graphql <-graphql limited-clients assert-admin result->page]]
             [clj-time.coerce :as coerce]
             [clojure.string :as str]
             [clj-time.core :as time]
@@ -16,13 +16,8 @@
 
 (defn get-ledger-page [context args value]
   (let [args (assoc args :id (:id context))
-        [journal-entries journal-entries-count] (l/get-graphql (<-graphql args))
-        journal-entries (map ->graphql journal-entries)]
-    {:journal_entries journal-entries
-     :total journal-entries-count
-     :count (count journal-entries)
-     :start (:start args 0)
-     :end (+ (:start args 0) (count journal-entries))}))
+        [journal-entries journal-entries-count] (l/get-graphql (<-graphql args))]
+    (result->page journal-entries journal-entries-count :journal_entries args)))
 
 ;; TODO a  better way to do this might be to accumulate ALL credits and ALL debits, and then just do for credits: balance = credits - debits. and for debits balance = debits - credits
 (defn credit-account? [account]

src/clj/auto_ap/graphql/transaction_rules.clj

@@ -0,0 +1,8 @@
+(ns auto-ap.graphql.transaction-rules
+  (:require [auto-ap.datomic.transaction-rules :as tr]
+            [auto-ap.graphql.utils :refer [->graphql <-graphql limited-clients assert-admin result->page]]))
+
+(defn get-transaction-rule-page [context args value]
+  (let [args (assoc args :id (:id context))
+        [journal-entries journal-entries-count] (tr/get-graphql (<-graphql args))]
+    (result->page journal-entries journal-entries-count :transaction_rules args)))

src/clj/auto_ap/graphql/utils.clj

@@ -70,3 +70,10 @@
 
     (= (:user/role id) "user")
     (:user/clients id [])))
+
+(defn result->page [results result-count key args]
+  {key (map ->graphql results)
+   :total result-count
+   :count (count results)
+   :start (:start args 0)
+   :end (+ (:start args 0) (count results))})

src/cljs/auto_ap/routes.cljs

@@ -9,6 +9,7 @@
                   "admin/" {"" :admin
                             "clients" :admin-clients
                             "users" :admin-users
+                            "rules" :admin-rules
                             "accounts" :admin-accounts
                             "reminders" :admin-reminders
                             "vendors" :admin-vendors

src/cljs/auto_ap/views/components/admin/side_bar.cljs

@@ -47,6 +47,12 @@
           [:i {:class "fa fa-envelope-o"}]]
          [:span {:class "name"} "Accounts"]]]
 
+       [:li.menu-item
+        [:a {:href (bidi/path-for routes/routes :admin-rules), :class (str "item" (active-when ap = :admin-rules))}
+         [:span {:class "icon"}
+          [:i {:class "fa fa-envelope-o"}]]
+         [:span {:class "name"} "Rules"]]]
+
 
        [:li.menu-item
         [:a {:href (bidi/path-for routes/routes :admin-yodlee), :class (str "item" (active-when ap = :admin-yodlee))}

src/cljs/auto_ap/views/main.cljs

@@ -22,6 +22,7 @@
    [auto-ap.views.pages.home :refer [home-page]]
    [auto-ap.views.pages.admin.clients :refer [admin-clients-page]]
    [auto-ap.views.pages.admin.accounts :refer [admin-accounts-page]]
+   [auto-ap.views.pages.admin.rules :refer [admin-rules-page]]
    [auto-ap.views.pages.admin.vendors :refer [admin-vendors-page]]
    [auto-ap.views.pages.admin.excel-import :refer [admin-excel-import-page]]
    [auto-ap.views.pages.admin.users :refer [admin-users-page]]
@@ -65,6 +66,10 @@
 (defmethod page :admin-clients [_]
   (admin-clients-page))
 
+
+(defmethod page :admin-rules [_]
+  (admin-rules-page))
+
 (defmethod page :admin-users [_]
   (admin-users-page))
 

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

@@ -0,0 +1,73 @@
+(ns auto-ap.views.pages.admin.rules
+  (:require [auto-ap.forms :as forms]
+            [auto-ap.subs :as subs]
+            [auto-ap.views.components.admin.side-bar :refer [admin-side-bar]]
+            [auto-ap.views.components.layouts :refer [appearing-side-bar side-bar-layout]]
+            [auto-ap.views.pages.admin.rules.table :as table]
+            [auto-ap.views.utils :refer [dispatch-event with-user]]
+            [re-frame.core :as re-frame]))
+
+(re-frame/reg-sub
+ ::notification
+ (fn [db]
+   (-> db ::notification)))
+
+(re-frame/reg-sub
+ ::page
+ (fn [db]
+   (-> db ::page)))
+
+(re-frame/reg-sub
+ ::params
+ (fn [db]
+   (-> db (::params {}))))
+
+(def rule-read [:description-matches])
+
+(re-frame/reg-event-db
+ ::received
+ (fn [db [_ data]]
+   (-> db
+       (update ::page merge (first (:rule-page data)))
+       (assoc-in [:status :loading] false))))
+
+(re-frame/reg-event-fx
+ ::params-change
+ [with-user]
+ (fn [{:keys [db user]} [_ params]]
+   {:db (-> db
+            (assoc-in [:status :loading] true)
+            (assoc-in [::params] params))
+    :graphql {:token user
+              :query-obj {:venia/queries [[:rule_page
+                                           (assoc params :client-id (:id @(re-frame/subscribe [::subs/client]))) 
+                                           [[:rules rule-read]
+                                            :total
+                                            :start
+                                            :end]]]} 
+              :on-success [::received]}}))
+
+(def rules-content
+  (with-meta
+    (fn []
+      (let [notification (re-frame/subscribe [::notification])
+            current-client @(re-frame/subscribe [::subs/client])
+            user @(re-frame/subscribe [::subs/user])]
+        [:div 
+         [:h1.title "Transaction Rules"]
+         (when (= "admin" (:user/role user))
+           [:div.is-pulled-right
+            [:button.button.is-outlined.is-primary {:on-click (dispatch-event [::create-rule-clicked])} "New Rule"]])
+         [table/table {:id :transactions
+                       :params (re-frame/subscribe [::params])
+                       :rule-page (re-frame/subscribe [::page])
+                       :on-params-change (fn [params]
+                                           (re-frame/dispatch [::params-change params]))}]
+         ]))
+    {:component-will-mount #(re-frame/dispatch-sync [::params-change {}]) }))
+
+(defn admin-rules-page []
+  (let [{:keys [active?]} @(re-frame/subscribe [::forms/form ::new-client])]
+    [side-bar-layout {:side-bar [admin-side-bar {}]
+                      :main [rules-content]
+                      :right-side-bar [appearing-side-bar {:visible? active?} [:div]] }]))

src/cljs/auto_ap/views/pages/admin/rules/table.cljs

@@ -0,0 +1,5 @@
+(ns auto-ap.views.pages.admin.rules.table)
+
+
+(defn table [x]
+  [:div])

src/cljs/auto_ap/views/pages/checks.cljs

@@ -13,7 +13,7 @@
             [auto-ap.views.components.typeahead :refer [typeahead]]
             [auto-ap.views.components.paginator :refer [paginator]]
             [auto-ap.events :as events]
-            [auto-ap.views.utils :refer [dispatch-event date->str bind-field nf]]
+            [auto-ap.views.utils :refer [dispatch-event date->str bind-field nf with-user]]
             [auto-ap.utils :refer [by]]
             [auto-ap.views.pages.check :as check]
             [auto-ap.views.components.invoice-table :refer [invoice-table] :as invoice-table]
@@ -34,12 +34,14 @@
 
 (re-frame/reg-event-fx
  ::params-change
- (fn [cofx [_ params]]
+
+ [with-user]
+ (fn [{:keys [user db]}[_ params]]
    
-   {:db (-> (:db cofx)
+   {:db (-> db
             (assoc-in [:status :loading] true)
             (assoc-in [::params] params))
-    :graphql {:token (-> cofx :db :user)
+    :graphql {:token user
               :query-obj {:venia/queries [[:payment_page
                                            (-> params 
                                                (assoc :client-id (:id @(re-frame/subscribe [::subs/client])))

src/cljs/auto_ap/views/pages/transactions.cljs

@@ -97,7 +97,6 @@
    (-> db ::notification)))
 
 (def transactions-content
-  
   (with-meta
     (fn []
       (let [notification (re-frame/subscribe [::notification])

test/clj/auto_ap/graphql.clj

@@ -0,0 +1,15 @@
+(ns test.auto-ap.graphql
+  (:require [auto-ap.graphql :as sut]
+            [clojure.test :as t :refer [deftest is testing]]))
+
+(deftest query
+  (testing "it should find rules"
+    (let [result (:transaction-rule-page (:data (sut/query nil "{ transaction_rule_page(client_id: null) { count, start, transaction_rules { id } }}")))]
+      (is (int? (:count result)))
+      (is (int? (:start result)))
+      (is (seqable? (:transaction-rules result)))))
+
+  (testing "it should find ledger entries"
+    (is (= {:data {:ledger-page {:count 100}}}
+           (sut/query nil "{ ledger_page(client_id: null) { count }}")))))
+