transaction dialog now uses sidebar.
This commit is contained in:
@@ -163,7 +163,7 @@
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:else
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[:div "No action possible."])]])
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(defn default-render-step [linear-wizard step & {:keys [head body footer validation-route discard-route width-height-class]}]
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(defn default-render-step [linear-wizard step & {:keys [head body footer validation-route discard-route width-height-class side-panel]}]
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(let [is-last? (= (step-key step) (last (steps linear-wizard)))]
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(com/modal-card-advanced
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{"@keydown.enter.prevent.stop" "if ($refs.next ) {$refs.next.click()}"
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@@ -195,12 +195,16 @@
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\"htmx-added:opacity-0 opacity-100\": $data.transitionType=='forward',
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\"htmx-swapping:translate-x-2/3 htmx-swapping:opacity-0 htmx-swapping:scale-0 htmx-added:-translate-x-2/3 htmx-added:opacity-0 htmx-added:scale-0 scale-100 translate-x-0 opacity-100\": $data.transitionType=='backward'
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}
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")
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")
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"x-data" ""}
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(com/modal-header {}
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head)
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#_(com/modal-header-attachment {})
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[:div.flex.shrink.overflow-auto.grow
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(when side-panel
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[:div.grow-0.w-64.bg-gray-50.border-r.hidden.md:block.overflow-y-auto
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{:class "max-h-full"}
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side-panel])
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(when (:render-timeline? linear-wizard)
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[:div.grow-0.pr-6.pt-2.bg-gray-100.self-stretch.hidden.md:block #_{:style "margin-left:-20px"}
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(render-timeline linear-wizard step validation-route)])
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@@ -215,11 +219,11 @@
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(fn [{:keys [wizard multi-form-state] :as request}]
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(assert-schema (step-schema (get-current-step wizard)) (:step-params multi-form-state))
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(handler request))
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(wrap-form-4xx-2 (fn [{:keys [wizard] :as request}] ;; THIS MAY BE BETTER TO JUST MAKE THE LINEAR WIZARD POPULATE FROM THE REQUEST
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(html-response
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(render-wizard wizard request)
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:headers {"x-transition-type" "none"
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"HX-reswap" "outerHTML"})))))
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(wrap-form-4xx-2 (fn [{:keys [wizard] :as request}] ;; THIS MAY BE BETTER TO JUST MAKE THE LINEAR WIZARD POPULATE FROM THE REQUEST
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(html-response
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(render-wizard wizard request)
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:headers {"x-transition-type" "none"
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"HX-reswap" "outerHTML"})))))
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(defn get-transition-type [wizard from-step-key to-step-key]
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(let [to-step-index (.indexOf (steps wizard) to-step-key)
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@@ -484,135 +484,36 @@
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(format "$%,.2f" total))
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(com/data-grid-cell {})))])))
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(defrecord BasicDetailsStep [linear-wizard]
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mm/ModalWizardStep
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(step-name [_]
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"Transaction Details")
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(step-key [_]
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:basic-details)
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(edit-path [_ _]
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[])
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(step-schema [_]
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(mc/schema [:map
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[:db/id {:optional true} [:maybe entity-id]]]))
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(render-step
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[this {:keys [multi-form-state] :as request}]
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(let [tx-id (mm/get-mfs-field multi-form-state :db/id)
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tx (d-transactions/get-by-id tx-id)]
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(alog/info ::TRANSACTION :i multi-form-state)
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(mm/default-render-step
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linear-wizard this
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:head [:div.p-2 "Edit transaction"]
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:body (mm/default-step-body
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{}
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[:div {:x-data (hx/json {:clientId (or (fc/field-value (:transaction/client fc/*current*))
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(:db/id (:client request)))})}
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;; Read-only transaction details
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[:div.mb-6.border.rounded-lg.p-4.bg-gray-50
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[:h3.text-lg.font-semibold.mb-2 "Transaction Details"]
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[:div.grid.grid-cols-2.gap-4
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Amount"]
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[:div.text-base (format "$%,.2f" (Math/abs (:transaction/amount tx)))]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Date"]
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[:div.text-base (some-> tx :transaction/date coerce/to-date-time (atime/unparse-local atime/normal-date))]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Bank Account"]
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[:div.text-base (or (-> tx :transaction/bank-account :bank-account/name) "-")]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Post Date"]
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[:div.text-base (some-> tx :transaction/post-date coerce/to-date-time (atime/unparse-local atime/normal-date))]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Original Description"]
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[:div.text-base (or (:transaction/description-original tx) "-")]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Simplified Description"]
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[:div.text-base (or (:transaction/description-simple tx) "-")]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Check Number"]
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[:div.text-base (or (:transaction/check-number tx) "-")]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Status"]
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[:div.text-base (or (some-> tx :transaction/status) "-")]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Transaction Type"]
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[:div.text-base (or (some-> tx :transaction/type) "-")]]]]
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;; Transaction Links Section
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#_[:div.mb-6.border.rounded-lg.p-4.bg-gray-50
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[:h3.text-lg.font-semibold.mb-2 "Transaction Links"]
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(let [tx-id (mm/get-mfs-field multi-form-state :db/id)
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db-history (dc/history (dc/db conn))
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;; Get current and historical payments linked to this transaction
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current-payment (when-let [payment-id (-> (dc/pull (dc/db conn)
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'[:transaction/payment]
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tx-id)
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:transaction/payment
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:db/id)]
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{:entity-id payment-id :active true})
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historical-payments (when tx-id
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(->> (dc/q '[:find ?payment ?inst ?added
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:in $ ?e
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:where
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[?e :transaction/payment ?payment ?tx ?added]
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[?tx :db/txInstant ?inst]]
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db-history tx-id)
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(map (fn [[id date op]] {:entity-id id
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:date date
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:op op}))))
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all-payments historical-payments]
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[:div
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;; Payments section
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[:div.mb-3
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[:h4.font-medium.text-gray-700 "Linked Payments:"]
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(if (seq all-payments)
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[:ul.list-disc.pl-6.mt-1
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(for [{:keys [entity-id date op]} all-payments
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:let [payment (dc/pull (dc/db conn)
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'[:db/id :payment/invoice-number
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[:payment/date :xform clj-time.coerce/from-date]
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{:payment/vendor [:vendor/name]}]
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entity-id)]]
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[:li.text-sm.text-gray-600 {:class (when-not op "line-through")}
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(if op [:span.text-green-600 "✓ "] "")
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(str "Payment #" (:payment/invoice-number payment) " - "
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(-> payment :payment/vendor :vendor/name))])]
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[:p.text-sm.text-gray-500.italic "No payments linked to this transaction"])]])]]
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;; Invoices section
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;; Hidden ID field
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(fc/with-field :db/id
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(com/hidden {:name (fc/field-name)
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:value (fc/field-value)}))
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;; Editable fields section
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;; Vendor field
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)
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:footer
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(mm/default-step-footer linear-wizard this :validation-route ::route/edit-wizard-navigate)
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:validation-route ::route/edit-wizard-navigate)))
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mm/Initializable
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(init-step-params
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[_ current request]
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(:step-params current)))
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(defn transaction-details-panel [tx]
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[:div.p-4.space-y-4
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[:h3.text-sm.font-semibold.text-gray-900.uppercase.tracking-wider "Details"]
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[:div.space-y-3
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[:div
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[:div.text-xs.font-medium.text-gray-500 "Amount"]
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[:div.text-sm.font-medium.text-gray-900 (format "$%,.2f" (Math/abs (:transaction/amount tx)))]]
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[:div
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[:div.text-xs.font-medium.text-gray-500 "Date"]
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[:div.text-sm.text-gray-900 (some-> tx :transaction/date coerce/to-date-time (atime/unparse-local atime/normal-date))]]
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[:div
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[:div.text-xs.font-medium.text-gray-500 "Bank Account"]
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[:div.text-sm.text-gray-900 (or (-> tx :transaction/bank-account :bank-account/name) "-")]]
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[:div
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[:div.text-xs.font-medium.text-gray-500 "Post Date"]
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[:div.text-sm.text-gray-900 (some-> tx :transaction/post-date coerce/to-date-time (atime/unparse-local atime/normal-date))]]
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[:div
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[:div.text-xs.font-medium.text-gray-500 "Description"]
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[:div.text-sm.text-gray-900.truncate.cursor-help
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{:title (or (:transaction/description-original tx) "No original description")}
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(or (:transaction/description-simple tx) "-")]]
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[:div
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[:div.text-xs.font-medium.text-gray-500 "Check Number"]
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[:div.text-sm.text-gray-900 (or (:transaction/check-number tx) "-")]]
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[:div
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[:div.text-xs.font-medium.text-gray-500 "Status"]
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[:div.text-sm.text-gray-900 (or (some-> tx :transaction/status) "-")]]
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[:div
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[:div.text-xs.font-medium.text-gray-500 "Transaction Type"]
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[:div.text-sm.text-gray-900 (or (some-> tx :transaction/type) "-")]]]])
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(defn get-available-payments [request]
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(let [tx-id (or (get-in request [:form-params :transaction-id])
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@@ -856,121 +757,126 @@
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(mm/form-schema linear-wizard))
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(render-step [this {{:keys [snapshot] :as multi-form-state} :multi-form-state :as request}]
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(mm/default-render-step
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linear-wizard this
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:head [:div.p-2 "Transaction Actions"]
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:body (mm/default-step-body
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{}
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[:div
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(fc/with-field :transaction/memo
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(com/validated-field
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{:label "Memo"
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:errors (fc/field-errors)}
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[:div.w-96
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(com/text-input {:value (-> (fc/field-value))
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:name (fc/field-name)
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:error? (fc/field-errors)
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:placeholder "Optional note"})]))
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[:div {:x-data (hx/json {:activeForm (if (:transaction/payment (:entity request))
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"link-payment"
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(or (fc/with-field :action (fc/field-value))
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"manual"))
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:canChange (boolean (not (:transaction/payment (:entity request))))})
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"@unlinked" "canChange=true"}
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[:div {:class "flex space-x-2 mb-4"}
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(fc/with-field :action
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(com/hidden {:name (fc/field-name)
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:value (fc/field-value)
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":value" "activeForm"}))
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(com/button-group {:name "method"}
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(com/button-group-button {"@click" "activeForm = 'link-payment'" :value "payment" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'link-payment'}" :class "relative"}
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(let [count (count-payment-matches request)]
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(when (> count 0)
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(com/badge {:color "green"} (str count))))
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"Link to payment")
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(com/button-group-button {"@click" "activeForm = 'link-unpaid-invoices'" :value "unpaid" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'link-unpaid-invoices'}" :class "relative"
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":disabled" "!canChange"}
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(let [count (count-unpaid-invoice-matches request)]
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(when (> count 0)
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(com/badge {:color "green"} (str count))))
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"Link to unpaid invoices")
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(com/button-group-button {"@click" "activeForm = 'link-autopay-invoices'" :value "autopay" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'link-autopay-invoices'}" :class "relative"
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":disabled" "!canChange"}
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(let [count (count-autopay-invoice-matches request)]
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(when (> count 0)
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(com/badge {:color "green"} (str count))))
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"Link to autopay invoices")
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(com/button-group-button {"@click" "activeForm = 'apply-rule'" :value "rule" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'apply-rule'}" :class "relative"
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":disabled" "!canChange"}
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(let [count (count-rule-matches request)]
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(when (> count 0)
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(com/badge {:color "green"} (str count))))
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"Apply rule")
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(com/button-group-button {"@click" "activeForm = 'manual'" :value "manual" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'manual'}"
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":disabled" "!canChange"}
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"Manual"))]
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[:div {:x-show "activeForm === 'link-payment'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
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(let [tx-id (mm/get-mfs-field multi-form-state :db/id)
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tx (d-transactions/get-by-id tx-id)]
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(mm/default-render-step
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linear-wizard this
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:head [:div.p-2 "Edit Transaction"]
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:width-height-class " md:w-[950px] md:h-[650px] "
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:side-panel (transaction-details-panel tx)
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:body (mm/default-step-body
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{}
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[:div
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(fc/with-field :transaction/memo
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(com/validated-field
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{:label "Memo"
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:errors (fc/field-errors)}
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[:div.w-96
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(com/text-input {:value (-> (fc/field-value))
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:name (fc/field-name)
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:error? (fc/field-errors)
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:placeholder "Optional note"})]))
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[:div {:x-data (hx/json {:activeForm (if (:transaction/payment (:entity request))
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"link-payment"
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(or (fc/with-field :action (fc/field-value))
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"manual"))
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:canChange (boolean (not (:transaction/payment (:entity request))))})
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"@unlinked" "canChange=true"}
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[:div {:class "flex space-x-2 mb-4"}
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(fc/with-field :action
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(com/hidden {:name (fc/field-name)
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:value (fc/field-value)
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":value" "activeForm"}))
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(com/button-group {:name "method"}
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(com/button-group-button {"@click" "activeForm = 'link-payment'" :value "payment" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'link-payment'}" :class "relative"}
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(let [count (count-payment-matches request)]
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(when (> count 0)
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(com/badge {:color "green"} (str count))))
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"Link to payment")
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(com/button-group-button {"@click" "activeForm = 'link-unpaid-invoices'" :value "unpaid" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'link-unpaid-invoices'}" :class "relative"
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":disabled" "!canChange"}
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(let [count (count-unpaid-invoice-matches request)]
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(when (> count 0)
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(com/badge {:color "green"} (str count))))
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"Link to unpaid invoices")
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(com/button-group-button {"@click" "activeForm = 'link-autopay-invoices'" :value "autopay" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'link-autopay-invoices'}" :class "relative"
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":disabled" "!canChange"}
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(let [count (count-autopay-invoice-matches request)]
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(when (> count 0)
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(com/badge {:color "green"} (str count))))
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"Link to autopay invoices")
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(com/button-group-button {"@click" "activeForm = 'apply-rule'" :value "rule" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'apply-rule'}" :class "relative"
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":disabled" "!canChange"}
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(let [count (count-rule-matches request)]
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(when (> count 0)
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(com/badge {:color "green"} (str count))))
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"Apply rule")
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(com/button-group-button {"@click" "activeForm = 'manual'" :value "manual" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'manual'}"
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":disabled" "!canChange"}
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"Manual"))]
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[:div {:x-show "activeForm === 'link-payment'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
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(payment-matches-view request)]
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[:div {:x-show "activeForm === 'link-unpaid-invoices'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
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(unpaid-invoices-view request)]
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[:div {:x-show "activeForm === 'link-autopay-invoices'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
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(autopay-invoices-view request)]
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[:div {:x-show "activeForm === 'apply-rule'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
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(transaction-rules-view request)]
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[:div {:x-show "activeForm === 'manual'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
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[:div {}
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[:div {:hx-trigger "change"
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:hx-post (bidi/path-for ssr-routes/only-routes ::route/edit-vendor-changed)
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:hx-target "#account-grid-body"
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:hx-swap "outerHTML"
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:hx-include "closest form"}
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(fc/with-field :transaction/vendor
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(com/validated-field
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{:label "Vendor"
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:errors (fc/field-errors)}
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[:div.w-96
|
||||
(com/typeahead {:name (fc/field-name)
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:error? (fc/error?)
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:class "w-96"
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:placeholder "Search..."
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:url (bidi/path-for ssr-routes/only-routes :vendor-search)
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:value (fc/field-value)
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:content-fn (fn [c] (pull-attr (dc/db conn) :vendor/name c))})]))]
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(payment-matches-view request)]
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[:div {:x-show "activeForm === 'link-unpaid-invoices'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
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(unpaid-invoices-view request)]
|
||||
[:div {:x-show "activeForm === 'link-autopay-invoices'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
|
||||
(autopay-invoices-view request)]
|
||||
[:div {:x-show "activeForm === 'apply-rule'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
|
||||
(transaction-rules-view request)]
|
||||
[:div {:x-show "activeForm === 'manual'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
|
||||
[:div {}
|
||||
[:div {:hx-trigger "change"
|
||||
:hx-post (bidi/path-for ssr-routes/only-routes ::route/edit-vendor-changed)
|
||||
:hx-target "#account-grid-body"
|
||||
:hx-swap "outerHTML"
|
||||
:hx-include "closest form"}
|
||||
(fc/with-field :transaction/vendor
|
||||
(com/validated-field
|
||||
{:label "Vendor"
|
||||
:errors (fc/field-errors)}
|
||||
[:div.w-96
|
||||
(com/typeahead {:name (fc/field-name)
|
||||
:error? (fc/error?)
|
||||
:class "w-96"
|
||||
:placeholder "Search..."
|
||||
:url (bidi/path-for ssr-routes/only-routes :vendor-search)
|
||||
:value (fc/field-value)
|
||||
:content-fn (fn [c] (pull-attr (dc/db conn) :vendor/name c))})]))]
|
||||
|
||||
;; Memo field
|
||||
;; Memo field
|
||||
|
||||
;; Approval status field
|
||||
(fc/with-field :transaction/approval-status
|
||||
(com/validated-field
|
||||
{:label "Status"
|
||||
:errors (fc/field-errors)}
|
||||
(let [current-value (name (or (fc/field-value) :transaction-approval-status/unapproved))]
|
||||
[:div {:x-data (hx/json {:approvalStatus current-value})}
|
||||
(com/hidden {:name (fc/field-name)
|
||||
:value current-value
|
||||
":value" "approvalStatus"})
|
||||
[:div {:class "inline-flex rounded-md shadow-sm", :role "group"}
|
||||
(com/button-group-button {"@click" "approvalStatus = 'approved'"
|
||||
":class" "{ '!bg-primary-200 text-primary-800': approvalStatus === 'approved' }"
|
||||
:class "rounded-l-lg"}
|
||||
"Approved")
|
||||
(com/button-group-button {"@click" "approvalStatus = 'unapproved'"
|
||||
":class" "{ '!bg-primary-200 text-primary-800': approvalStatus === 'unapproved' }"}
|
||||
"Unapproved")
|
||||
(com/button-group-button {"@click" "approvalStatus = 'suppressed'"
|
||||
":class" "{ '!bg-primary-200 text-primary-800': approvalStatus === 'suppressed' }"
|
||||
:class "rounded-r-lg"}
|
||||
"Client Review")]])))
|
||||
(fc/with-field :transaction/accounts
|
||||
(com/validated-field
|
||||
{:errors (fc/field-errors)}
|
||||
[:div#account-grid-body
|
||||
(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 wizard-save-action"} "Done"))
|
||||
:validation-route ::route/edit-wizard-navigate)))
|
||||
;; Approval status field
|
||||
(fc/with-field :transaction/approval-status
|
||||
(com/validated-field
|
||||
{:label "Status"
|
||||
:errors (fc/field-errors)}
|
||||
(let [current-value (name (or (fc/field-value) :transaction-approval-status/unapproved))]
|
||||
[:div {:x-data (hx/json {:approvalStatus current-value})}
|
||||
(com/hidden {:name (fc/field-name)
|
||||
:value current-value
|
||||
":value" "approvalStatus"})
|
||||
[:div {:class "inline-flex rounded-md shadow-sm", :role "group"}
|
||||
(com/button-group-button {"@click" "approvalStatus = 'approved'"
|
||||
":class" "{ '!bg-primary-200 text-primary-800': approvalStatus === 'approved' }"
|
||||
:class "rounded-l-lg"}
|
||||
"Approved")
|
||||
(com/button-group-button {"@click" "approvalStatus = 'unapproved'"
|
||||
":class" "{ '!bg-primary-200 text-primary-800': approvalStatus === 'unapproved' }"
|
||||
:class "rounded-r-lg"}
|
||||
"Unapproved")
|
||||
(com/button-group-button {"@click" "approvalStatus = 'suppressed'"
|
||||
":class" "{ '!bg-primary-200 text-primary-800': approvalStatus === 'suppressed' }"
|
||||
:class "rounded-r-lg"}
|
||||
"Client Review")]])))
|
||||
(fc/with-field :transaction/accounts
|
||||
(com/validated-field
|
||||
{:errors (fc/field-errors)}
|
||||
[:div#account-grid-body
|
||||
(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 wizard-save-action"} "Done"))
|
||||
:validation-route ::route/edit-wizard-navigate))))
|
||||
|
||||
(defmulti save-handler (fn [request]
|
||||
(-> request :multi-form-state :snapshot :action)))
|
||||
@@ -1369,7 +1275,7 @@
|
||||
(get-current-step [this]
|
||||
(if current-step
|
||||
(mm/get-step this current-step)
|
||||
(mm/get-step this :basic-details)))
|
||||
(mm/get-step this :links)))
|
||||
(render-wizard [this {:keys [multi-form-state] :as request}]
|
||||
(mm/default-render-wizard
|
||||
this request
|
||||
@@ -1379,13 +1285,11 @@
|
||||
(str (bidi/path-for ssr-routes/only-routes ::route/edit-submit))))
|
||||
:render-timeline? false))
|
||||
(steps [_]
|
||||
[:basic-details
|
||||
:links])
|
||||
[:links])
|
||||
(get-step [this step-key]
|
||||
(let [step-key-result (mc/parse mm/step-key-schema step-key)
|
||||
[step-key-type step-key] step-key-result]
|
||||
(get {:basic-details (->BasicDetailsStep this)
|
||||
:links (->LinksStep this)}
|
||||
(get {:links (->LinksStep this)}
|
||||
step-key)))
|
||||
(form-schema [_]
|
||||
edit-form-schema)
|
||||
|
||||
Reference in New Issue
Block a user