improvements

This commit is contained in:
2026-05-26 11:18:52 -07:00
parent f239b114c3
commit ae0788e6dd
6 changed files with 299 additions and 147 deletions

View File

@@ -19,6 +19,7 @@
[auto-ap.ssr.hiccup-helper :as hh]
[auto-ap.ssr.hx :as hx]
[auto-ap.ssr.svg :as svg]
[auto-ap.time :as atime]
[bidi.bidi :as bidi]
[hiccup.util :as hu]))
@@ -58,6 +59,31 @@
(update-in c [1 1 :class] (fn [c]
(hh/add-class (or c "") " flex items-center p-2 pl-11 w-full text-base font-normal rounded-lg transition duration-75 group hover:bg-gray-100 dark:text-white dark:hover:bg-gray-700")))])])
(defn- transaction-nav-params [request]
(let [qp (:query-params request)]
(cond-> {}
(:amount-gte qp) (assoc :amount-gte (:amount-gte qp))
(:amount-lte qp) (assoc :amount-lte (:amount-lte qp))
(:vendor qp) (assoc :vendor (:db/id (:vendor qp)))
(:account qp) (assoc :account (:db/id (:account qp)))
(:bank-account qp) (assoc :bank-account (:db/id (:bank-account qp)))
(:linked-to qp) (assoc :linked-to (:linked-to qp))
(:description qp) (assoc :description (:description qp))
(:location qp) (assoc :location (:location qp))
(:client-id qp) (assoc :client-id (:client-id qp))
(:unresolved qp) (assoc :unresolved (:unresolved qp))
(:potential-duplicates qp) (assoc :potential-duplicates (:potential-duplicates qp))
(:start-date qp) (assoc :start-date (atime/unparse-local (:start-date qp) atime/normal-date))
(:end-date qp) (assoc :end-date (atime/unparse-local (:end-date qp) atime/normal-date))
(:per-page qp) (assoc :per-page (:per-page qp)))))
(defn- transaction-nav-url [request route & {:keys [default-params] :or {default-params {:date-range "month"}}}]
(let [preserved (transaction-nav-params request)]
(hu/url (bidi/path-for ssr-routes/only-routes route)
(if (or (:start-date preserved) (:end-date preserved))
preserved
(merge default-params preserved)))))
(defn left-aside- [{:keys [nav page-specific]} & _]
[:aside {:id "left-nav",
:class "fixed top-0 left-0 pt-16 z-20 w-64 h-screen transition-transform",
@@ -260,25 +286,26 @@
(sub-menu- {:selector "transactions"
:active? (= "transactions" selected)}
(menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes
::transaction-routes/page)
{:date-range "month"})
(menu-button- {:href (transaction-nav-url request ::transaction-routes/page)
:active? (= ::transaction-routes/page (:matched-route request))
:hx-boost "true"} "All")
(menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes
::transaction-routes/unapproved-page)
{:date-range "month"})
:hx-boost "true"
:hx-vals "js:(() => { const p = new URLSearchParams(window.location.search); p.delete('status'); p.delete('start'); p.delete('per-page'); return Object.fromEntries(p); })()"}
"All")
(menu-button- {:href (transaction-nav-url request ::transaction-routes/unapproved-page)
:active? (= ::transaction-routes/unapproved-page (:matched-route request))
:hx-boost "true"} "Unapproved")
(menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes
::transaction-routes/requires-feedback-page)
{:date-range "month"})
:hx-boost "true"
:hx-vals "js:(() => { const p = new URLSearchParams(window.location.search); p.delete('status'); p.delete('start'); p.delete('per-page'); return Object.fromEntries(p); })()"}
"Unapproved")
(menu-button- {:href (transaction-nav-url request ::transaction-routes/requires-feedback-page)
:active? (= ::transaction-routes/requires-feedback-page (:matched-route request))
:hx-boost "true"} "Client Review")
(menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes ::transaction-routes/approved-page)
{:date-range "month"})
:hx-boost "true"
:hx-vals "js:(() => { const p = new URLSearchParams(window.location.search); p.delete('status'); p.delete('start'); p.delete('per-page'); return Object.fromEntries(p); })()"}
"Client Review")
(menu-button- {:href (transaction-nav-url request ::transaction-routes/approved-page)
:active? (= ::transaction-routes/approved-page (:matched-route request))
:hx-boost "true"} "Approved")
:hx-boost "true"
:hx-vals "js:(() => { const p = new URLSearchParams(window.location.search); p.delete('status'); p.delete('start'); p.delete('per-page'); return Object.fromEntries(p); })()"}
"Approved")
(when (can? (:identity request)
{:subject :transaction :activity :insights})
(menu-button- {:href (bidi/path-for ssr-routes/only-routes

View File

@@ -251,7 +251,7 @@
(merge-query {:query {:find ['?sort-default '?e]}})))]
(->> (observable-query query)
(apply-sort-4 (assoc query-params :default-asc? true))
(apply-sort-4 (assoc query-params :default-asc? false))
(apply-pagination query-params))))
(defn fetch-page [request]

View File

@@ -181,7 +181,8 @@
(defn transaction-account-row* [{:keys [value client-id amount-mode total]}]
(com/data-grid-row
(-> {:x-data (hx/json {:show (boolean (not (fc/field-value (:new? value))))
(-> {:class "account-row"
:x-data (hx/json {:show (boolean (not (fc/field-value (:new? value))))
:accountId (fc/field-value (:transaction-account/account value))})
:data-key "show"
:x-ref "p"}
@@ -217,22 +218,23 @@
'[:account/location])))
:client-locations (pull-attr (dc/db conn) :client/locations client-id)
:value (fc/field-value)}))))
(fc/with-field :transaction-account/amount
(com/data-grid-cell
{}
(com/validated-field
{:errors (fc/field-errors)}
(if (= "%" amount-mode)
(com/text-input {:name (fc/field-name)
:class "w-16"
:value (fc/field-value)
:type "number"
:step "0.01"})
(com/money-input {:name (fc/field-name)
:class "w-16"
:value (fc/field-value)})))))
(com/data-grid-cell {:class "align-top"}
(com/a-icon-button {"@click.prevent.stop" "show=false; setTimeout(() => $refs.p.remove(), 500)"} svg/x))))
(fc/with-field :transaction-account/amount
(com/data-grid-cell
{}
(com/validated-field
{:errors (fc/field-errors)}
(if (= "%" amount-mode)
(com/text-input {:name (fc/field-name)
:class "w-16 account-amount-field"
:value (fc/field-value)
:type "number"
:step "0.01"})
(com/money-input {:name (fc/field-name)
:class "w-16 account-amount-field"
:value (fc/field-value)})))))
(com/data-grid-cell {:class "align-top"}
(com/a-icon-button {"@click.prevent.stop" "show=false; setTimeout(() => $refs.p.remove(), 500)"
:class "account-remove-action"} svg/x))))
(defn- account-field-name [index field]
(str "step-params[transaction/accounts][" index "]["
@@ -245,46 +247,48 @@
(defn transaction-account-row-no-cursor* [{:keys [account index client-id amount-mode total]}]
(com/data-grid-row
(-> {:x-data (hx/json {:show true
(-> {:class "account-row"
:x-data (hx/json {:show true
:accountId (:transaction-account/account account)})
:data-key "show"
:x-ref "p"}
hx/alpine-mount-then-appear)
(com/hidden {:name (account-field-name index :db/id)
:value (or (:db/id account) "")})
(com/data-grid-cell
{}
(com/validated-field
(com/hidden {:name (account-field-name index :db/id)
:value (or (:db/id account) "")})
(com/data-grid-cell
{}
(account-typeahead* {:value (:transaction-account/account account)
:client-id client-id
:name (account-field-name index :transaction-account/account)
:x-model "accountId"})))
(com/data-grid-cell
{}
(com/validated-field
(com/validated-field
{}
(account-typeahead* {:value (:transaction-account/account account)
:client-id client-id
:name (account-field-name index :transaction-account/account)
:x-model "accountId"})))
(com/data-grid-cell
{}
(location-select* {:name (account-field-name index :transaction-account/location)
:account-location (:account/location (cond->> (:transaction-account/account account)
(nat-int? (:transaction-account/account account)) (dc/pull (dc/db conn)
'[:account/location])))
:client-locations (pull-attr (dc/db conn) :client/locations client-id)
:value (:transaction-account/location account)})))
(com/data-grid-cell
{}
(com/validated-field
(com/validated-field
{}
(location-select* {:name (account-field-name index :transaction-account/location)
:account-location (:account/location (cond->> (:transaction-account/account account)
(nat-int? (:transaction-account/account account)) (dc/pull (dc/db conn)
'[:account/location])))
:client-locations (pull-attr (dc/db conn) :client/locations client-id)
:value (:transaction-account/location account)})))
(com/data-grid-cell
{}
(if (= "%" amount-mode)
(com/text-input {:name (account-field-name index :transaction-account/amount)
:class "w-16"
:value (:transaction-account/amount account)
:type "number"
:step "0.01"})
(com/money-input {:name (account-field-name index :transaction-account/amount)
:class "w-16"
:value (:transaction-account/amount account)}))))
(com/data-grid-cell {:class "align-top"}
(com/a-icon-button {"@click.prevent.stop" "show=false; setTimeout(() => $refs.p.remove(), 500)"} svg/x))))
(com/validated-field
{}
(if (= "%" amount-mode)
(com/text-input {:name (account-field-name index :transaction-account/amount)
:class "w-16 account-amount-field"
:value (:transaction-account/amount account)
:type "number"
:step "0.01"})
(com/money-input {:name (account-field-name index :transaction-account/amount)
:class "w-16 account-amount-field"
:value (:transaction-account/amount account)}))))
(com/data-grid-cell {:class "align-top"}
(com/a-icon-button {"@click.prevent.stop" "show=false; setTimeout(() => $refs.p.remove(), 500)"
:class "account-remove-action"} svg/x))))
(defn location-select [{{:keys [name account-id client-id value] :as qp} :query-params}]
(html-response (location-select* {:name name
@@ -385,36 +389,36 @@
:index (count (:transaction/accounts snapshot))
:tr-params {:hx-vals (hx/json {:client-id (:transaction/client snapshot)})}}
"New account")
(com/data-grid-row {}
(com/data-grid-cell {})
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TOTAL"])
(com/data-grid-cell {:id "total"
:class "text-right"
:hx-trigger "change from:closest form target:.amount-field"
:hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-total)
:hx-target "this"
:hx-swap "innerHTML"}
(account-total* request))
(com/data-grid-cell {}))
(com/data-grid-row {:class "account-total-row"}
(com/data-grid-cell {})
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TOTAL"])
(com/data-grid-cell {:id "total"
:class "text-right"
:hx-trigger "change from:closest form target:.amount-field"
:hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-total)
:hx-target "this"
:hx-swap "innerHTML"}
(account-total* request))
(com/data-grid-cell {}))
(com/data-grid-row {}
(com/data-grid-cell {})
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "BALANCE"])
(com/data-grid-cell {:id "total"
:class "text-right"
:hx-trigger "change from:closest form target:.amount-field"
:hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-balance)
:hx-target "this"
:hx-swap "innerHTML"}
(account-balance* request))
(com/data-grid-cell {}))
(com/data-grid-row {:class "account-balance-row"}
(com/data-grid-cell {})
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "BALANCE"])
(com/data-grid-cell {:id "total"
:class "text-right"
:hx-trigger "change from:closest form target:.amount-field"
:hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-balance)
:hx-target "this"
:hx-swap "innerHTML"}
(account-balance* request))
(com/data-grid-cell {}))
(com/data-grid-row {}
(com/data-grid-cell {})
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TRANSACTION TOTAL"])
(com/data-grid-cell {:class "text-right"}
(format "$%,.2f" total))
(com/data-grid-cell {})))))
(com/data-grid-row {:class "account-grand-total-row"}
(com/data-grid-cell {})
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TRANSACTION TOTAL"])
(com/data-grid-cell {:class "text-right"}
(format "$%,.2f" total))
(com/data-grid-cell {})))))
(defn toggle-amount-mode [request]
(let [snapshot (-> request :multi-form-state :snapshot)
@@ -952,7 +956,7 @@
(account-grid-body* request)]))]]]])
:footer
(mm/default-step-footer linear-wizard this :validation-route ::route/edit-wizard-navigate
:next-button (com/button {:color :primary :x-ref "next" :class "w-32"} "Done"))
:next-button (com/button {:color :primary :x-ref "next" :class "w-32 wizard-save-action"} "Done"))
:validation-route ::route/edit-wizard-navigate)))
(defmulti save-handler (fn [request]