protoype.

src/clj/auto_ap/graphql.clj

@@ -130,8 +130,10 @@
                            :description_original {:type 'String}
                            :description_simple {:type 'String}
                            :status {:type 'String}
+                           :merchant_name {:type 'String}
                            :client {:type :client}
                            :payment {:type :payment}
+                           :vendor {:type :vendor}
                            :bank_account {:type :bank_account}
                            :date {:type 'String}
                            :post_date {:type 'String}}}

src/clj/auto_ap/yodlee/core.clj

@@ -25,18 +25,21 @@
    :cobSession))
 
 
-(defn login-user [cob-session]
+(defn login-user 
-  (-> (str (:yodlee-base-url env) "/user/login")
+  ([cob-session] (:yodlee-user-login env) (:yodlee-user-password env))
-      (client/post {:headers (merge base-headers {"Authorization" (auth-header cob-session)})
+  ([cob-session user password]
-                 :body
+   (-> (str (:yodlee-base-url env) "/user/login")
-                 (json/write-str {:user {:loginName (:yodlee-user-login env) 
+       (client/post {:headers (merge base-headers {"Authorization" (auth-header cob-session)})
-                                         :password (:yodlee-user-password env) 
+                     :body
-                                         :locale "en_US"}}) 
+                     (json/write-str {:user {:loginName  user
-                 :as :json})
+                                             :password password 
-   :body
+                                             :locale "en_US"}}) 
-   :user
+                     :as :json})
-   :session
+       :body
-   :userSession))
+       :user
+       :session
+       :userSession))
+  )
 
 (defn get-accounts []
   (let [cob-session (login-cobrand)

src/clj/auto_ap/yodlee/import.clj

@@ -83,8 +83,7 @@
                              :payment (when check-id
                                         {:db/id check-id
                                          :payment/status :payment-status/cleared}
-                                        )
+                                        )})]
-                             })]
 
              
              (d/transact (d/connect uri))))

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

@@ -4,10 +4,12 @@
             [auto-ap.entities.vendors :as vendor]
             [reagent.core :as reagent]
             [goog.string :as gstring]
+            [auto-ap.forms :as forms]
             [auto-ap.views.components.sorter :refer [sorted-column]]
+            [auto-ap.views.components.typeahead :refer [typeahead]]
             [auto-ap.views.components.modal :refer [action-modal]]
             [auto-ap.views.components.paginator :refer [paginator]]
-            [auto-ap.views.components.layouts :refer [side-bar-layout]]
+            [auto-ap.views.components.layouts :refer [side-bar-layout appearing-side-bar]]
             [auto-ap.views.components.bank-account-filter :refer [bank-account-filter]]
             [auto-ap.events :as events]
             [auto-ap.views.utils :refer [dispatch-event date->str bind-field nf]]
@@ -38,6 +40,7 @@
                                            (assoc params :client-id (:id @(re-frame/subscribe [::subs/client]))) 
                                            [[:transactions [:id
                                                             :amount
+                                                            [:vendor [:name :id]]
                                                             :date
                                                             :post_date
                                                             :status
@@ -57,6 +60,12 @@
        (assoc ::transaction-page (first (:transaction-page data)))
        (assoc-in [:status :loading] false))))
 
+(re-frame/reg-event-db
+ ::transaction-editing
+ (fn [db [_ which]]
+   (-> db
+       (forms/start-form ::edit-transaction {}))))
+
 (re-frame/reg-event-fx
  ::invalidated
  (fn [cofx [_ params]]
@@ -99,12 +108,21 @@
                               :asc asc}
                "Client"])
 
+            [sorted-column {:on-sort opc
+                            :style {:width percentage-size :cursor "pointer"}
+                            :sort-key "description-original"
+                            :sort-by sort-by
+                            :asc asc}
+             "Vendor"]
+
             [sorted-column {:on-sort opc
                             :style {:width percentage-size :cursor "pointer"}
                             :sort-key "description-original"
                             :sort-by sort-by
                             :asc asc}
              "Description"]
+
+            
             [sorted-column {:on-sort opc
                             :style {:width "8em" :cursor "pointer"}
                             :sort-key "date"
@@ -126,30 +144,27 @@
                             :asc asc}
              "Status"]
             [:th {:width percentage-size} "Bank account"]
-            [:th {:width percentage-size} "Yodlee bank account"]
-            
-            
             [:th {:style {:width "10em"}} "" ]]]
           [:tbody
            (if (:loading @status)
              [:tr 
               [:td {:col-span 5}
                [:i.fa.fa-spin.fa-spinner]]]
-             (for [{:keys [client check status bank-account description-original date amount id ] :as i} (:transactions @transaction-page)]
+             (for [{:keys [client vendor check status bank-account description-original date amount id ] :as i} (:transactions @transaction-page)]
                ^{:key id}
                [:tr {:class (:class i)}
-                
                 (when-not selected-client
                   [:td (:name client)])
+                [:td (if vendor
+                       (:name vendor)
+                       (str "Merchant '" "Hello"  "'"))]
                 [:td description-original]
                 [:td (date->str date) ]
                 [:td.has-text-right (nf amount )]
                 [:td status]
                 [:td (:name bank-account )]
-                [:td (:yodlee-account-id bank-account )]
-
                 [:td
-                 
+                 [:a.button {:on-click (dispatch-event [::transaction-editing id])} [:span [:span.icon [:i.fa.fa-pencil]]]]
                  (when check
                    [:a.tag {:href (:s3-url check) :target "_new"} [:i.fa.fa-money-check] [:span.icon [:i.fa.fa-money]] (str  " " (:check-number check) " (" (gstring/format "$%.2f" amount ) ")")])]
                 ]))]]]))))
@@ -216,13 +231,11 @@
       (let [notification (re-frame/subscribe [::notification])
             current-client @(re-frame/subscribe [::subs/client])
             user @(re-frame/subscribe [::subs/user])]
-        
         [:div 
          [:h1.title "Transactions"]
          (when (= "admin" (:user/role user))
            (list
             (when (:message @notification)
-              
               (list
                [:div.notification
                 (:message @notification)
@@ -230,16 +243,16 @@
                (when (seq (:errors @notification))
                  [:div.notification.is-danger
                   [:h3 (count (:errors @notification)) " errors:"] 
-                  
                   [:ul
                    (for [transaction (:errors @notification)
                          error (:errors transaction)]
-                     [:li (:description-original transaction) "-" (:details error)])
+                     [:li (:description-original transaction) "-" (:details error)])]])))
-                   ]])))
-            
             [:div.is-pulled-right
-             [:button.button.is-danger {:on-click (dispatch-event [::manual-yodlee-import])}
+             [:div.buttons 
-              "Manual Yodlee Import"]]))
+              [:button.button.is-danger {:on-click (dispatch-event [::manual-yodlee-import])}
+               "Manage Rules"]
+              [:button.button.is-danger {:on-click (dispatch-event [::manual-yodlee-import])}
+               "Manual Yodlee Import"]]]))
          [transaction-table {:id :transactions
                              :params (re-frame/subscribe [::params])
                              :transaction-page (re-frame/subscribe [::transaction-page])
@@ -248,13 +261,88 @@
                                                  (re-frame/dispatch [::params-change params]))}]
          [manual-yodlee-import-modal]]))
     {:component-will-mount #(re-frame/dispatch-sync [::params-change {}]) }))
+
+
+(defn edit-transaction-form []
+  [forms/side-bar-form {:form ::edit-transaction }
+   (let [{:keys [data active? error id]} @(re-frame/subscribe [::forms/form ::edit-transaction])
+         data (assoc data :merchant-name "Hello") ;; TODO - just until merchant is added
+         current-client @(re-frame/subscribe [::subs/client])
+         change-event [::forms/change ::edit-transaction]]
+     ^{:key id}
+     [:form { :on-submit (fn [e]
+                                (when (.-stopPropagation e)
+                                    (.stopPropagation e)
+                                    (.preventDefault e))
+                           (re-frame/dispatch-sync [::edit-transaction-saving]))} 
+      [:h1.title.is-2 "Edit Transaction"]
+
+      [:div.notification
+       [:p "This transaction matches Invoice 'ABC' for 'DBI Beverages'. " [:a "Create payment and match"] "."]]
+
+
+      [:div.field
+       [:p.help  "Merchant"]
+       [:div.control
+        [bind-field
+         [:input.input {:type "text"
+                        :field [:merchant-name]
+                        :disabled "disabled"
+                        :subscription data}]]]]
+
+
+      [:div.field
+       [:p.help  "Vendor"]
+       [:div.control
+        [bind-field
+         [typeahead {:matches (map (fn [x] [(:id x) (:name x)]) @(re-frame/subscribe [::subs/vendors]))
+                     :type "typeahead"
+                     :auto-focus (if @(re-frame/subscribe [::subs/client]) true false)
+                     :field [:vendor-id]
+                     :text-field [:vendor-name]
+                     :event change-event
+                     :subscription data}]]]]
+
+      [:div.field
+       
+       [:p.control
+        [:label.checkbox 
+         [:input.checkbox {:type "checkbox"
+                           :field [:always-map]
+                           :subscription data}]
+         " Always match Merchant '" (:merchant-name data) "' to '" (:vendor-name data) "'" ]]]
+
+      [:div.field
+       [:p.help  "Credit Account"]
+       [:div.control
+        [bind-field
+         [typeahead {:matches (map (fn [x] [(:id x) (str (:id x) " - " (:name x))]) @(re-frame/subscribe [::subs/chooseable-expense-accounts]))
+                     :type "typeahead"
+                     :field [:expense-account-id]
+                     :event [::change id]
+                     :subscription 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-edit-invoice])
+                                                                     ""
+                                                                     "disabled")
+                                                         :class (str @(re-frame/subscribe [::forms/loading-class ::edit-transaction])
+                                                                     (when error " animated shake"))} "Save"]
+      ])]
+  )
+
 (defn transactions-page []
-  [side-bar-layout {:side-bar [:div
+  (let [{transaction-bar-active? :active?} @(re-frame/subscribe [::forms/form ::edit-transaction])]
-                               [:p.menu-label "Bank Account"]
+    [side-bar-layout {:side-bar [:div
+                                 [:p.menu-label "Bank Account"]
 
-                               [:div 
+                                 [:div 
-                               [bank-account-filter {:on-change-event [::change-selected-bank-account]
+                                  [bank-account-filter {:on-change-event [::change-selected-bank-account]
-                                                     :value (:bank-acount-filter @(re-frame/subscribe [::transaction-page]))
+                                                        :value (:bank-acount-filter @(re-frame/subscribe [::transaction-page]))
-                                                     :bank-accounts @(re-frame/subscribe [::subs/bank-accounts])}]]]
+                                                        :bank-accounts @(re-frame/subscribe [::subs/bank-accounts])}]]]
-                    :main [transactions-content]}])
+                      :main [transactions-content]
+                      :right-side-bar [appearing-side-bar {:visible? transaction-bar-active?} [edit-transaction-form]]}]))