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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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28
src/clj/auto_ap/ssr/company/reports/reconciliation.clj
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@@ -53,7 +53,7 @@
(com/data-grid-cell {:class class}
(when (> (count (:missing-transactions row)) 0)
[:div
(com/button { :x-tooltip.on.click "{content: ()=>$refs.tooltip.innerHTML, theme: 'light', allowHTML: true}" }
(com/button {:x-tooltip.on.click "{content: ()=>$refs.tooltip.innerHTML, theme: 'light', allowHTML: true}"}
[:div.flex.gap-2.items-center
(count (:missing-transactions row))
[:div.w-4.h-4 svg/question]])
@@ -67,13 +67,12 @@
(com/data-grid-cell {}
(format "$%,.2f" (:transaction/amount r))))))]]))))))])
(defn reconciliation-card* [{:keys [request report]}]
(com/content-card {:class "w-full" :id "reconciliation-report"}
[:div {:class "flex flex-col px-8 py-8 space-y-3"}
[:div
[:h1.text-2xl.mb-3.font-bold "Bank Reconciliation Report"]
[:form {:hx-get (bidi.bidi/path-for ssr-routes/only-routes :company-reconciliation-report-card)
:hx-target "#reconciliation-report"
:hx-swap "outerHTML"}
@@ -88,7 +87,7 @@
(com/date-input {:name (fc/field-name)
:class "w-64"
:value (some-> (fc/field-value)
(atime/unparse-local atime/normal-date)) })]))
(atime/unparse-local atime/normal-date))})]))
(fc/with-field :end-date
(com/validated-field {:label "End"
:errors (fc/field-errors)}
@@ -96,12 +95,11 @@
(com/date-input {:name (fc/field-name)
:class "w-64"
:value (some-> (fc/field-value)
(atime/unparse-local atime/normal-date)) })]))
(atime/unparse-local atime/normal-date))})]))
(com/button {:color :primary :class "self-center w-24"} "Run")])]
(if report
(if report
(report* {:request request :report report})
[:div "Please choose a time range to run the report"])
]]))
[:div "Please choose a time range to run the report"])]]))
(defn page [request]
(base-page
@@ -134,7 +132,7 @@
url/map->query))
(defn get-report-data [start-date end-date client-ids]
(let [client-codes (map first (dc/q '[:find ?cc :in $ [?c ...] :where [?c :client/code ?cc]] (dc/db conn ) client-ids))]
(let [client-codes (map first (dc/q '[:find ?cc :in $ [?c ...] :where [?c :client/code ?cc]] (dc/db conn) client-ids))]
(for [[ib ba c] (seq (apply get-intuit-bank-accounts (dc/db conn) client-codes))
:let [raw-transactions (get-transactions (atime/unparse-local start-date atime/iso-date)
(atime/unparse-local end-date atime/iso-date)
@@ -169,11 +167,11 @@
:requires-feedback-count (:transaction-approval-status/requires-feedback found-transactions 0)
:missing-transactions missing-transactions})))
(defn card [{ {:keys [start-date end-date]} :query-params :as request}]
(defn card [{{:keys [start-date end-date]} :query-params :as request}]
(let [client-ids (extract-client-ids (:clients request)
(:client-id request)
(when (:client-code request)
[:client/code (:client-code request)]))
(:client-id request)
(when (:client-code request)
[:client/code (:client-code request)]))
report (get-report-data start-date end-date client-ids)]
(html-response
(reconciliation-card* {:request request
@@ -182,7 +180,7 @@
(def key->handler
(apply-middleware-to-all-handlers
{:company-reconciliation-report page
{:company-reconciliation-report page
:company-reconciliation-report-card card}
(fn [h]
(-> h
@@ -191,4 +189,4 @@
[:start-date {:optional true}
[:maybe clj-date-schema]]
[:end-date {:optional true}
[:maybe clj-date-schema]] ])))))
[:maybe clj-date-schema]]])))))