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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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54
src/clj/auto_ap/ssr/ledger/profit_and_loss.clj
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@@ -38,7 +38,6 @@
[java.util UUID]
[org.apache.commons.io.output ByteArrayOutputStream]))
(def query-schema (mc/schema
[:maybe [:map
[:client {:unspecified/value :all}
@@ -71,14 +70,14 @@
;; 4. Review ledger dialog
;; 5. pagination and filtering within dialog. looks weird with the full screen refresh
(defn get-report [{ {:keys [periods client] :as qp} :form-params :as request}]
(defn get-report [{{:keys [periods client] :as qp} :form-params :as request}]
(when (and (seq periods) client)
(let [client (if (= :all client) (take 5 (:clients request)) client)
client-ids (map :db/id client)
_ (upsert-running-balance (into #{} client-ids))
_ (doseq [client-id client-ids]
(assert-can-see-client (:identity request) client-id))
lookup-account (->> client-ids
(map (fn build-lookup [client-id]
[client-id (build-account-lookup client-id)]))
@@ -103,13 +102,13 @@
:numeric-code (:numeric_code account)
:name (:name account)
:sample sample
:period {:start ( coerce/to-date (:start p)) :end (coerce/to-date (:end p))}}))
:period {:start (coerce/to-date (:start p)) :end (coerce/to-date (:end p))}}))
args (assoc (:form-params request)
:periods (map (fn [d]
{:start ( coerce/to-date (:start d)) :end ( coerce/to-date (:end d))}) periods))
:periods (map (fn [d]
{:start (coerce/to-date (:start d)) :end (coerce/to-date (:end d))}) periods))
clients (pull-many (dc/db conn) [:client/code :client/name :db/id :client/feature-flags] client-ids)
pnl-data (l-reports/->PNLData args data (by :db/id :client/code clients))
#_#__ (clojure.pprint/pprint pnl-data)
report (l-reports/summarize-pnl pnl-data)]
@@ -124,14 +123,14 @@
(assoc :warning "You requested a report with more than 20 clients. This report will only contain the first 20."))
{:client client}))
(defn profit-and-loss* [{ {:keys [periods client] } :form-params :as request}]
[:div#report
(defn profit-and-loss* [{{:keys [periods client]} :form-params :as request}]
[:div#report
(when (and periods client)
(let [{:keys [client warning]} (maybe-trim-clients request client)
{:keys [data report]} (get-report (assoc-in request [:form-params :client] client))
client-count (count (set (map :client-id (:data data))))
client-count (count (set (map :client-id (:data data))))
table-contents (concat-tables (concat (:summaries report) (:details report)))]
(list
(list
[:div.text-2xl.font-bold.text-gray-600 (str "Profit and loss - " (str/join ", " (map :client/name client)))]
(table {:widths (into [20] (take (dec (cell-count table-contents))
(mapcat identity
@@ -148,14 +147,11 @@
{:subject :history
:activity :view})
(for [n (:invalid-ids report)]
[:div
[:div
(com/link {:href (str (bidi/path-for ssr-routes/only-routes
:admin-history)
"/" n)}
"Sample")]))]
}))))])
"Sample")]))]}))))])
(defn form* [request & children]
(let [params (or (:query-params request) {})]
@@ -209,7 +205,7 @@
(base-page
request
(com/page {:nav com/main-aside-nav
:client-selection (:client-selection request)
:clients (:clients request)
:client (:client request)
@@ -259,8 +255,8 @@
(defn profit-and-loss-args->name [request]
(let [date (atime/unparse-local
(:date (:query-params request))
atime/iso-date)
(:date (:query-params request))
atime/iso-date)
name (->> request :query-params :client (map :db/id) join-names)]
(format "Profit-and-loss-%s-for-%s" date name)))
@@ -268,7 +264,7 @@
(let [uuid (str (UUID/randomUUID))
{:keys [client warning]} (maybe-trim-clients request (:client (:form-params request)))
request (assoc-in request [:form-params :client] client)
pdf-data (binding [*report-pedantic* (boolean ((set (:client/feature-flags (first client)))
pdf-data (binding [*report-pedantic* (boolean ((set (:client/feature-flags (first client)))
"report-pedantic"))] (make-profit-and-loss-pdf request (:report (get-report request))))
name (profit-and-loss-args->name request)
key (str "reports/profit-and-loss/" uuid "/" name ".pdf")
@@ -306,7 +302,7 @@
"Click "
(com/link {:href (:report/url bs)} "here")
" to download"]]))
nil))
:headers (-> {}
(assoc "hx-retarget" ".modal-stack")
@@ -316,15 +312,15 @@
(apply-middleware-to-all-handlers
(->
{::route/profit-and-loss (-> profit-and-loss
(wrap-schema-enforce :query-schema query-schema)
(wrap-form-4xx-2 profit-and-loss))
(wrap-schema-enforce :query-schema query-schema)
(wrap-form-4xx-2 profit-and-loss))
::route/run-profit-and-loss (-> form
(wrap-schema-enforce :form-schema query-schema)
(wrap-form-4xx-2 form))
(wrap-schema-enforce :form-schema query-schema)
(wrap-form-4xx-2 form))
::route/export-profit-and-loss (-> export
(wrap-schema-enforce :form-schema query-schema)
(wrap-form-4xx-2 form))})
(wrap-schema-enforce :form-schema query-schema)
(wrap-form-4xx-2 form))})
(fn [h]
(-> h
#_(wrap-merge-prior-hx)