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Add vendor pre-population for bulk code and individual edit forms

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- Add vendor-changed HTMX handlers for both bulk code and individual edit
- Pre-populate default account at 100% when vendor is selected and no accounts exist
- Fix render-accounts-section to render from step-params correctly
- Change bulk code vendor-changed from hx-get to hx-post to include form data
- Add routes for vendor-changed endpoints
- Update e2e tests to cover vendor pre-population
- Run lein cljfmt fix across codebase
This commit is contained in:
Bryce
2026-05-21 14:45:19 -07:00
parent 8bd0cee1b1
commit ba87805d4c
210 changed files with 8694 additions and 9627 deletions
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44
src/clj/auto_ap/import/plaid.clj
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@@ -16,7 +16,7 @@
[manifold.deferred :as de]
[manifold.executor :as ex]))
(defn get-plaid-accounts
(defn get-plaid-accounts
([db]
(-> (dc/q '[:find ?ba ?c ?external-id ?t
:in $
@@ -40,7 +40,6 @@
db
client-codes))))
(defn plaid->transaction [t plaid-merchant->vendor-id]
(alog/info ::trying-transaction :transaction t)
(cond-> #:transaction {:description-original (:name t)
@@ -57,7 +56,7 @@
:db/id (random-tempid)})
(not (str/blank? (:check_number t))) (assoc :transaction/check-number (Long/parseLong (:check_number t)))
#_#_(plaid-merchant->vendor-id (:merchant_name t)) (assoc :transaction/default-vendor
(plaid-merchant->vendor-id (:merchant_name t)))))
(plaid-merchant->vendor-id (:merchant_name t)))))
(defn build-plaid-merchant->vendor-id []
(into {}
@@ -66,23 +65,22 @@
:where
[?v :vendor/plaid-merchant ?pm]
[?pm :plaid-merchant/name ?pmn]]
(dc/db conn ))))
(dc/db conn))))
(def single-thread (ex/fixed-thread-executor 1))
(defn rebuild-search-index []
(de/future-with
single-thread
(auto-ap.solr/index-documents-raw
auto-ap.solr/impl
"plaid_merchants"
(for [[result] (dc/qseq {:query '[:find (pull ?v [:plaid-merchant/name :db/id])
:in $
:where [?v :plaid-merchant/name]]
:args [(dc/db conn)]})]
{"id" (:db/id result)
"name" (:plaid-merchant/name result)}))))
single-thread
(auto-ap.solr/index-documents-raw
auto-ap.solr/impl
"plaid_merchants"
(for [[result] (dc/qseq {:query '[:find (pull ?v [:plaid-merchant/name :db/id])
:in $
:where [?v :plaid-merchant/name]]
:args [(dc/db conn)]})]
{"id" (:db/id result)
"name" (:plaid-merchant/name result)}))))
(defn upsert-accounts []
(try
@@ -96,20 +94,16 @@
(remove-nils
{:plaid-account/external-id (:account_id a)
:plaid-account/last-synced (coerce/to-date (coerce/to-date-time (-> item :status :transactions :last_successful_update))) :plaid-account/balance (or (some-> a
:balances
:current
double)
0.0)}))))
:balances
:current
double)
0.0)}))))
(catch Exception e
(alog/warn ::couldnt-upsert-account :error e))))
(catch Exception e
(alog/warn ::couldnt-upsert-accounts :error e))))
(defn import-plaid-int []
(let [_ (upsert-accounts)
import-batch (t/start-import-batch :import-source/plaid "Automated plaid user")
@@ -119,8 +113,8 @@
(try
(doseq [[bank-account-id client-id external-id access-token] (get-plaid-accounts (dc/db conn))
:let [transaction-result (wrap-integration #(p/get-transactions access-token external-id start end)
bank-account-id)
accounts-by-id (by :account_id (:accounts transaction-result))]
bank-account-id)
accounts-by-id (by :account_id (:accounts transaction-result))]
transaction (:transactions transaction-result)]
(when (not (:pending transaction))
(t/import-transaction! import-batch (assoc (plaid->transaction (assoc transaction