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Adds ability for bank accounts to have numeric accounts

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This commit is contained in:
Bryce Covert
2021-09-03 07:12:23 -07:00
parent e661c03206
commit e9c22d2279
9 changed files with 68 additions and 16 deletions
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2
src/cljs/auto_ap/events.cljs
View File

@@ -33,7 +33,7 @@
(defn client-query [token]
(cond-> [:id :name :signature-file :code :email :matches :week-a-debits :week-a-credits :week-b-debits :week-b-credits :locations
[:location-matches [:id :location :match]]
[:bank-accounts [:id :start-date :code :number :bank-name :bank-code :check-number :name :routing :type :sort-order :visible :yodlee-account-id
[:bank-accounts [:id :start-date :numeric-code :code :number :bank-name :bank-code :check-number :name :routing :type :sort-order :visible :yodlee-account-id
[:yodlee-account [:name :id :number]]
:locations :include-in-reports :current-balance :yodlee-balance-old] ]
[:address [:street1 :street2 :city :state :zip]]

14
src/cljs/auto_ap/views/pages/admin/clients/form.cljs
View File

@@ -127,11 +127,13 @@
:identifier identifier
:amount amount})
(:forecasted-transactions new-client-data))
:bank-accounts (map (fn [{:keys [number name check-number include-in-reports type id code start-date bank-name routing bank-code new? sort-order visible yodlee-account-id locations yodlee-account]}]
:bank-accounts (map (fn [{:keys [number name check-number include-in-reports type id code numeric-code start-date bank-name routing bank-code new? sort-order visible yodlee-account-id locations yodlee-account]}]
{:number number
:name name
:check-number (when-not (str/blank? check-number)
(js/parseInt check-number))
:numeric-code (when-not (str/blank? check-number)
(js/parseInt numeric-code))
:include-in-reports include-in-reports
:start-date (cond (not start-date)
nil
@@ -327,10 +329,18 @@
:spec ::entity/code}]]]]
[:div.field [:p.control code]])]
[field "Nickname"
[:input.input {:placeholder "BOA Checking #1"
:type "text"
:field [:bank-accounts sort-order :name]}]]
[horizontal-field
nil
[field "Numeric Code (for finiancials)"
[:input.input {:placeholder "20101"
:type "text"
:field [:bank-accounts sort-order :numeric-code]}]]]
[field "Start date"
[date-picker {:class-name "input"
:class "input"
@@ -381,6 +391,7 @@
:entity->text (fn [m] (str (:name m) " - " (:number m)))
:type "typeahead-v3"
:field [:bank-accounts sort-order :yodlee-account]}]]])
(when (#{:credit ":credit"} type )
[:div
@@ -392,6 +403,7 @@
[:input.input {:placeholder "Bank of America"
:type "text"
:field [:bank-accounts sort-order :bank-name]}]]]
[horizontal-field
nil

2
src/cljs/auto_ap/views/pages/ledger/balance_sheet.cljs
View File

@@ -76,7 +76,7 @@
["1500 Property and Equipment" 15000 15999]
["1600 Intangible Assets" 16000 16999]
["1700 Other Assets" 17000 19999]]
:liability [["2000 Accounts Payable" 21000 23999]
:liability [["2000 Accounts Payable" 20100 23999]
["2400 Accrued Expenses" 24000 24999]
["2500 Other Liabilities" 25000 25999]
["2600 Split Accounts" 26000 26999]