makes plaid really usable, allowing choosing on bank screen, and searchable on vendors page.

This commit is contained in:
Bryce
2023-07-22 21:33:06 -07:00
parent ff2d64fee5
commit dfd1af77c4
15 changed files with 101 additions and 21 deletions

View File

@@ -460,9 +460,9 @@
"Intuit Bank Account"
[typeahead-v3 {:entities @(re-frame/subscribe [::subs/intuit-bank-accounts])
:entity->text (fn [m] (str (:name m)))}]]
[form-builder/field-v2 {:field :plaid-accounti}
[form-builder/field-v2 {:field :plaid-account}
"Plaid Account"
[typeahead-v3 {:entities @(re-frame/subscribe [::plaid-accounts (:id new-client)])
[typeahead-v3 {:entities (mapcat :accounts (:plaid-items new-client ))
:entity->text (fn [m] (str (:name m)))}]]])
(when (#{:credit ":credit"} type )
@@ -498,7 +498,7 @@
[form-builder/field-v2 {:field :plaid-account}
"Plaid Account"
[typeahead-v3 {:entities @(re-frame/subscribe [::plaid-accounts (:id new-client)])
[typeahead-v3 {:entities (mapcat :accounts (:plaid-items new-client ))
:entity->text (fn [m] (str (:name m)))}]]])
[:div.field
[:label.label "Locations"]

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@@ -22,6 +22,7 @@
[:usage [:client-id :count]]
[:primary-contact [:name :phone :email :id]]
[:secondary-contact [:id :name :phone :email]]
[:plaid-merchant [:id :name]]
:print-as :invoice-reminder-schedule :code
:legal-entity-name
:legal-entity-first-name :legal-entity-middle-name :legal-entity-last-name

View File

@@ -7,6 +7,7 @@
[:schedule-payment-dom [[:client [:id :name]] :id :dom]]
[:usage [:client-id :count]]
[:primary-contact [:name :phone :email :id]]
[:plaid-merchant [:name :id]]
[:secondary-contact [:id :name :phone :email]]
:print-as :invoice-reminder-schedule :code
:legal-entity-name

View File

@@ -13,6 +13,7 @@
[:accounts [:id :amount :location [:account [:name :id :location :numeric-code]]]]
:date
[:yodlee_merchant [:name :yodlee-id :id]]
[:plaid_merchant [:name :id]]
:post_date
[:expected-deposit [:id :date]]
[:forecast-match [:id :identifier]]

View File

@@ -60,6 +60,7 @@
(-> which
(select-keys [:vendor :amount :payment :client :description-original
:yodlee-merchant :id :potential-payment-matches
:plaid-merchant
:forecast-match :date
:location :accounts :approval-status
:matched-rule])
@@ -359,6 +360,10 @@
"Description"
[:input.input {:type "text"
:disabled "disabled"}]]
[form-builder/field-v2 {:field [:plaid-merchant :name]}
"Merchant"
[:input.input {:type "text"
:disabled "disabled"}]]
[form-builder/field-v2 {:field [:date]}
"Date"