tells you about potential matches.

src/clj/auto_ap/graphql.clj

@@ -275,6 +275,9 @@
                     :args {:client_id {:type :id}}
                     :resolve :get-invoice-stats}
 
+    :potential_payment_matches {:type '(list :payment)
+                                :args {:transaction_id {:type :id}}
+                                :resolve :get-potential-payments}
     :balance_sheet {:type :balance_sheet
                     :args {:client_id {:type :id}
                            :date {:type 'String}}
@@ -676,6 +679,7 @@
                          :get-all-invoices gq-invoices/get-all-invoices
                          :get-all-payments get-all-payments
                          :get-payment-page gq-checks/get-payment-page
+                         :get-potential-payments gq-checks/get-potential-payments
                          :get-accounts gq-accounts/get-accounts
                          :get-transaction-page gq-transactions/get-transaction-page
                          :get-ledger-page gq-ledger/get-ledger-page

src/clj/auto_ap/graphql/checks.clj

@@ -8,6 +8,7 @@
             [auto-ap.datomic.checks :as d-checks]
             [auto-ap.datomic.invoices :as d-invoices]
             [auto-ap.datomic.vendors :as d-vendors]
+            [auto-ap.datomic.transactions :as d-transactions]
             [auto-ap.datomic.clients :as d-clients]
             [auto-ap.datomic.bank-accounts :as d-bank-accounts]
             [auto-ap.datomic :refer [uri remove-nils]]
@@ -329,6 +330,15 @@
       :start (:start args 0)
       :end (+ (:start args 0) (count payments))}]))
 
+(defn get-potential-payments [context args value]
+  (let [transaction (d-transactions/get-by-id (:transaction_id args))
+        _ (assert-can-see-client (:id context) (:transaction/client transaction))]
+    (map ->graphql
+         (d-checks/get-graphql {:client-id (:db/id (:transaction/client transaction))
+                                :bank-account-id (:db/id (:transaction/bank-account transaction)) 
+                                :amount (- (:transaction/amount transaction))
+                                :status :payment-status/pending}))))
+
 (defn add-handwritten-check [context args value]
   (let [invoices (d-invoices/get-multi (map :invoice_id (:invoice_payments args))) 
         bank-account-id (:bank_account_id args)

src/cljs/auto_ap/views/components/expense_accounts_field.cljs

@@ -67,7 +67,7 @@
 
 
 ;; VIEWS
-(defn expense-accounts-field [{expense-accounts :value max-value :max locations :locations event :event descriptor :descriptor}]
+(defn expense-accounts-field [{expense-accounts :value max-value :max locations :locations event :event descriptor :descriptor disabled :disabled}]
   (let [chooseable-expense-accounts @(re-frame/subscribe [::subs/chooseable-expense-accounts])
         accounts-by-id @(re-frame/subscribe [::subs/accounts-for-client-by-id])]
     [:div
@@ -76,9 +76,10 @@
        [:h1.subtitle.is-4.is-inline (str/capitalize descriptor) "s"]
        [:p.help "Remaining " (->$ (- max-value (reduce + 0 (map (comp js/parseFloat :amount) expense-accounts))))]]
       [:div.column.is-narrow
+       (when-not disabled 
          [:p.buttons
           [:a.button {:on-click (dispatch-event [::spread-evenly event expense-accounts max-value])} "Spread evenly"]
-        [:a.button {:on-click (dispatch-event [::add-expense-account event expense-accounts])} "Add"]]]]
+          [:a.button {:on-click (dispatch-event [::add-expense-account event expense-accounts])} "Add"]])]]
 
      (for [[index {:keys [account id location amount amount-mode] :as expense-account}] (map vector (range) expense-accounts)
            :let [account (accounts-by-id (:id account))]]
@@ -92,7 +93,8 @@
                                     (gstring/format "$%.2f" (or amount 0) ))
                                [:i "New " descriptor])]]
          [:div.column.is-narrow
-          [:a.button {:on-click (dispatch-event [::remove-expense-account event expense-accounts id])} [:span.icon [:i.fa.fa-times]]]]]
+          (when-not disabled
+            [:a.button {:on-click (dispatch-event [::remove-expense-account event expense-accounts id])} [:span.icon [:i.fa.fa-times]]])]]
         [:div.field
          [:div.columns
           [:div.column
@@ -100,6 +102,7 @@
            [:div.control.is-fullwidth
             [bind-field
              [typeahead {:matches (map (fn [x] [(:id x) (str (:numeric-code x) " - " (:name x))]) chooseable-expense-accounts)
+                         :disabled disabled
                          :type "typeahead"
                          :field [index :account :id]
                          #_#_:text-field [index :account :name]
@@ -115,9 +118,8 @@
               [:div.select
                [bind-field
                 [:select {:type "select"
-                          :disabled (if (:location account)
+                          :disabled (boolean (or (:location account)
-                                      "disabled"
+                                                 disabled))
-                                      "")
                           :style {:width "5em"}
                           :field [index :location]
                           :allow-nil? true
@@ -134,6 +136,7 @@
            [:p.control [:span.select
                         [bind-field 
                          [:select {:type "select"
+                                   :disabled disabled
                                    :field [index :amount-mode]
                                    :allow-nil? false
                                    :event [::expense-account-changed event expense-accounts max-value]
@@ -147,6 +150,7 @@
                                 :field [index :amount]
                                 :style {:text-align "right" :width "7em"}
                                 :event [::expense-account-changed event expense-accounts max-value]
+                                :disabled disabled
                                 :subscription expense-accounts
                                 :precision 2
                                 :value (get-in expense-account [:amount])
@@ -156,6 +160,7 @@
                  [:input.input {:type "number"
                                 :field [index :amount-percentage]
                                 :style {:text-align "right" :width "7em"}
+                                :disabled disabled
                                 :event [::expense-account-changed event expense-accounts max-value]
                                 :precision 2
                                 :subscription expense-accounts

src/cljs/auto_ap/views/pages/checks.cljs

@@ -214,7 +214,7 @@
                 [:td status]
                 [:td
                  (when (or (= :pending status)
-                           (and (#{":cash" :cash } type)
+                           (and (#{":cash" :cash} type)
                                 (not= :voided status)))
                    [:button.button.is-warning.is-outlined {:on-click (dispatch-event [::void-check i])} [:span [:span.icon [:i.fa.fa-minus-circle]]]])
                  (if s3-url

src/cljs/auto_ap/views/pages/transactions/form.cljs

@@ -4,7 +4,7 @@
             [auto-ap.views.components.typeahead :refer [typeahead]]
             [auto-ap.views.components.expense-accounts-field :refer [expense-accounts-field]]
             [auto-ap.views.pages.transactions.common :refer [transaction-read]]
-            [auto-ap.views.utils :refer [bind-field]]
+            [auto-ap.views.utils :refer [bind-field dispatch-event]]
             [re-frame.core :as re-frame]
             [clojure.string :as str]))
 
@@ -43,14 +43,16 @@
 
 (re-frame/reg-event-db
  ::editing
- (fn [db [_ which]]
+ (fn [db [_ which potential-payment-matches]]
    (-> db
        (forms/start-form ::edit-transaction {:id (:id which)
                                              :yodlee-merchant  (:yodlee-merchant which)
                                              :amount  (:amount which)
+                                             :potential-payment-matches potential-payment-matches
                                              :description-original  (:description-original which)
                                              :location (:location which)
                                              :exclude-from-ledger (:exclude-from-ledger which)
+                                             :payment (:payment which)
                                              :client-id (:id (:client which))
                                              :vendor-id (:id (:vendor which))
                                              :vendor-name (:name (:vendor which))
@@ -94,6 +96,11 @@
                    [::forms/change ::edit-transaction [:location] forced-location]]}
      {:dispatch [::forms/change ::edit-transaction f a]})))
 
+(re-frame/reg-event-db
+ ::manual-match
+ [(forms/in-form ::edit-transaction)]
+ (fn [edit-transaction]
+   (update-in edit-transaction [:data] dissoc :potential-payment-matches)))
 
 ;; VIEWS
 
@@ -143,6 +150,22 @@
                         :subscription data}]]]]
 
 
+      (if (seq (:potential-payment-matches data))
+
+        [:div.box
+         [:div.columns
+          [:div.column
+           [:h1.subtitle.is-5 "Potentially matching payments:"]]
+          [:div.column.is-narrow
+           [:a.button {:on-click (dispatch-event [::manual-match])} [:i.fa.fa-times]]]]
+         
+         [:ul
+          (list
+           (for [{:keys [memo vendor]} (:potential-payment-matches data)]
+             [:li (:name vendor) " - " memo " " [:a.button.is-primary.is-small "Match"]]
+             ))]
+         ]
+        [:div
          [:div.field
           [:p.help  "Vendor"]
           [:div.control
@@ -152,6 +175,7 @@
                         :auto-focus true
                         :field [:vendor-id]
                         :text-field [:vendor-name]
+                        :disabled (boolean (:payment data))
                         :event change-event
                         :subscription data}]]]]
 
@@ -164,9 +188,10 @@
              :field [:accounts]
              :max (Math/abs (js/parseFloat (:amount data)))
              :descriptor "credit account"
+             :disabled (boolean (:payment data))
              :locations locations
              :event change-event
-          :subscription data}]]]
+             :subscription data}]]]])
 
       [:div.field
        [:div.control

src/cljs/auto_ap/views/pages/transactions/table.cljs

@@ -6,6 +6,32 @@
             [auto-ap.views.utils :refer [date->str dispatch-event nf]]
             [goog.string :as gstring]
             [re-frame.core :as re-frame]))
+(re-frame/reg-event-fx
+ ::editing-matches-found
+ (fn [{:keys [db]} [_ which payment-matches]]
+   (println "FOUND" payment-matches)
+   
+   {:dispatch
+    [::edit/editing which (:potential-payment-matches payment-matches)]}))
+
+(re-frame/reg-event-fx
+ ::editing-matches-failed
+ (fn [{:keys [db]} [_ which payment-matches]]
+   (println "FAILED" payment-matches)
+   
+   {:dispatch
+    [::edit/editing which payment-matches]}))
+
+(re-frame/reg-event-fx
+ ::intend-to-edit
+ (fn [{:keys [db]} [_ which]]
+   {:graphql
+    {:token (-> db :user)
+     :query-obj {:venia/queries [{:query/data [:potential-payment-matches
+                                               {:transaction_id (:id which)}
+                                               [:id :memo [:vendor [:name]]]]}]}  
+     :on-success [::editing-matches-found which]
+     :on-error [::editing-matches-failed which]}}   ))
 
 (defn table [{:keys [id transaction-page status on-params-change vendors params check-boxes checked on-check-changed expense-event]}]
   (let [opc (fn [p]
@@ -96,7 +122,7 @@
                 [:td status]
                 [:td (:name bank-account )]
                 [:td
-                 [:a.button {:on-click (dispatch-event [::edit/editing i])} [:span [:span.icon [:i.fa.fa-pencil]]]]
+                 [:a.button {:on-click (dispatch-event [::intend-to-edit i])} [:span [:span.icon [:i.fa.fa-pencil]]]]
                  (when payment
                    [:a.tag {:href (:s3-url payment) :target "_new"}
                     #_[:i.fa.fa-money-check]