Makes groups possible

data/solr/data/clients/conf/schema.xml

@@ -160,6 +160,7 @@
   <field name="id" type="string" multiValued="false" indexed="true" required="true" stored="true"/>
   <field name="name" multiValued="true" stored="true" type="text_general"/>
   <field name="exact" multiValued="true" stored="true" type="string"/>
+  <field name="groups" multiValued="true" stored="true" type="string"/>
   <field name="code" type="string" multiValued="false" indexed="true" required="true" stored="true"/>
   <dynamicField name="*_txt_en_split_tight" type="text_en_splitting_tight" indexed="true" stored="true"/>
   <dynamicField name="*_descendent_path" type="descendent_path" indexed="true" stored="true"/>

project.clj

@@ -117,10 +117,8 @@
             "fig:min"  ["run" "-m" "figwheel.main" "-O" "whitespace" "-bo" "min"]}
 
 
-  :profiles {
+  :profiles {:dev
-             :dev
+             {:resource-paths ["resources" "target"]
-             {
-              :resource-paths ["resources" "target"]
               :dependencies [#_[binaryage/devteols "1.0.2"]
                              [postgresql/postgresql "9.3-1102.jdbc41"]
                              [org.clojure/tools.namespace "1.4.5"]
@@ -147,10 +145,10 @@
               :jvm-opts ["-Dconfig=config/dev.edn" "-Xms4G" "-Xmx20G" "-XX:-OmitStackTraceInFastThrow"]}
 
              :uberjar
-             {
+             {:java-cmd "/usr/lib/jvm/java-11-openjdk/bin/java"
-              :java-cmd "/usr/lib/jvm/java-11-openjdk/bin/java"
+              :main auto-ap.main
               :prep-tasks ["fig:min"]
-              :aot [auto-ap.server auto-ap.time clj-time.core clj-time.coerce clj-time.format clojure.tools.logging.impl ]
+              :aot [auto-ap.main auto-ap.time clj-time.core clj-time.coerce clj-time.format clojure.tools.logging.impl]
               :dependencies [[com.bhauman/figwheel-main "0.2.18" :exclusions [org.clojure/clojurescript
                                                                               ring
                                                                               ring/ring-core
@@ -177,11 +175,8 @@
                                        [re-frame-utils "0.1.0"]
                                        [com.andrewmcveigh/cljs-time "0.5.2"]
                                        [cljs-http "0.1.46"]
-                                       [kibu/pushy "0.3.8"]]}
+                                       [kibu/pushy "0.3.8"]]}}
 
-             }
-
-  :main auto-ap.server
   :uberjar-name "auto-ap.jar"
   :test-paths ["test/clj"]
   :test-selectors {:integration (fn [m]

resources/schema.edn

@@ -337,6 +337,10 @@
   :db/cardinality #:db{:ident :db.cardinality/many},
   :db/doc         "A client's locations",
   :db/ident       :client/locations}
+ {:db/valueType   #:db{:ident :db.type/string},
+  :db/cardinality #:db{:ident :db.cardinality/many},
+  :db/doc         "The groups that this client belongs in, for fast lookup",
+  :db/ident       :client/groups}
  {:db/valueType   #:db{:ident :db.type/ref},
   :db/isComponent true,
   :db/cardinality #:db{:ident :db.cardinality/one},

src/clj/auto_ap/datomic/clients.clj

@@ -79,6 +79,7 @@
 
 (defn get-minimal []
   (->> (dc/q '[:find (pull ?e [:client/name :client/code :client/locations :db/id
+                               :client/groups
                                {:client/bank-accounts [{:bank-account/type [:db/ident]}
                                                        :bank-account/name
                                                        :bank-account/sort-order

src/clj/auto_ap/graphql/clients.clj

@@ -102,6 +102,7 @@
              :locked_until {:type :iso_date}
              :code {:type 'String}
              :feature_flags {:type '(list String)}
+             :groups {:type '(list String)}
              :square_auth_token {:type 'String}
              :signature_file {:type 'String}
              :square_integration_status {:type :integration_status}

src/clj/auto_ap/handler.clj

@@ -193,6 +193,16 @@
                            (= :mine x-clients)
                            (map :db/id (:user/clients identity))
 
+                           (= :group (first x-clients))
+                           (->>
+                            (dc/q '[:find ?c
+                                    :in $ ?g
+                                    :where [?c :client/groups ?g]]
+                                  (dc/db conn)
+                                  (str/upper-case (or (second x-clients) "INVALID")))
+                            (map first)
+                            set)
+
                            (seq x-clients)
                            (->> x-clients
                                 (map (fn [c]
@@ -229,6 +239,8 @@
     (let [x-clients (edn/read-string (get headers "x-clients"))
           x-clients (try (if-let [client-id (and x-clients
                                                  (sequential? x-clients)
+                                                 (first x-clients)
+                                                 (not= :group (first x-clients))
                                                  (first x-clients))]
                            (do
                              (assert-can-see-client identity (cond-> client-id
@@ -296,6 +308,4 @@
        #_(wrap-reload)
        (wrap-params)
        (mp/wrap-multipart-params)
-       (wrap-edn-params)
+       (wrap-edn-params)))
-       ))
-

src/clj/auto_ap/main.clj

@@ -0,0 +1,107 @@
+(ns auto-ap.main
+  (:gen-class)
+  (:require
+   [auto-ap.handler :refer [app]]
+   [auto-ap.server :as server]
+   [auto-ap.jobs.restore-from-backup :as job-restore-from-backup]
+   [auto-ap.jobs.bulk-journal-import :as job-bulk-journal-import]
+   [auto-ap.jobs.close-auto-invoices :as job-close-auto-invoices]
+   [auto-ap.jobs.current-balance-cache :as job-current-balance-cache]
+   [auto-ap.jobs.ezcater-upsert :as job-ezcater-upsert]
+   [auto-ap.jobs.import-uploaded-invoices :as job-import-uploaded-invoices]
+   [auto-ap.jobs.intuit :as job-intuit]
+   [auto-ap.jobs.ntg :as job-ntg]
+   #_[auto-ap.backup :as backup]
+   [auto-ap.jobs.ledger-reconcile :as job-reconcile-ledger]
+   [auto-ap.jobs.load-historical-sales :as job-load-historical-sales]
+   [auto-ap.jobs.plaid :as job-plaid]
+   [auto-ap.jobs.register-invoice-import :as job-register-invoice-import]
+   [auto-ap.jobs.square :as job-square]
+   [auto-ap.jobs.sysco :as job-sysco]
+   [auto-ap.jobs.vendor-usages :as job-vendor-usages]
+   [auto-ap.jobs.yodlee2 :as job-yodlee2]
+   [auto-ap.logging :as alog]
+   [com.unbounce.dogstatsd.core :as statsd]
+   [config.core :refer [env]]
+   [mount.core :as mount]
+   [nrepl.server :refer [start-server]]
+   [ring.adapter.jetty :refer [run-jetty]]
+   [yang.scheduler :as scheduler]
+   [auto-ap.jobs.insight-outcome-recommendation :as insight-outcome-recommendation])
+  (:import
+   (org.eclipse.jetty.server.handler StatisticsHandler)
+   (org.eclipse.jetty.server.handler.gzip GzipHandler)))
+
+(defn add-shutdown-hook! [^Runnable f]
+  (.addShutdownHook (Runtime/getRuntime)
+                    (Thread. f)))
+
+(defn shutdown-mount []
+  (mount/stop))
+
+(defn -main [& _]
+  (let [job (System/getenv "INTEGREAT_JOB")]
+    (println "JOB is" job)
+    (cond (= job "square-import-job")
+          (job-square/-main)
+
+          (= job "reconcile-ledger")
+          (job-reconcile-ledger/-main)
+
+          (= job "current-balance-cache")
+          (job-current-balance-cache/-main)
+
+          (= job "yodlee2")
+          (job-yodlee2/-main)
+
+          (= job "yodlee2-accounts")
+          (job-yodlee2/accounts-only)
+
+          (= job "plaid")
+          (job-plaid/-main)
+
+          (= job "intuit")
+          (job-intuit/-main)
+
+          (= job "vendor-usages")
+          (job-vendor-usages/-main)
+
+          (= job "import-uploaded-invoices")
+          (job-import-uploaded-invoices/-main)
+
+          (= job "sysco")
+          (job-sysco/-main)
+
+          (= job "close-auto-invoices")
+          (job-close-auto-invoices/-main)
+
+          (= job "ezcater-upsert")
+          (job-ezcater-upsert/-main)
+
+          (= job "register-invoice-import")
+          (job-register-invoice-import/-main)
+
+          (= job "load-historical-sales")
+          (job-load-historical-sales/-main)
+
+          (= job "bulk-journal-import")
+          (job-bulk-journal-import/-main)
+
+          (= job "restore-from-backup")
+          (job-restore-from-backup/-main)
+
+          (= job "insight-outcome-recommendation")
+          (insight-outcome-recommendation/-main)
+
+           ;; (= job "export-backup")
+           ;; (backup/-main)
+
+          (= job "ntg")
+          (job-ntg/-main)
+
+          :else
+          (do
+            (add-shutdown-hook! shutdown-mount)
+            (start-server :port 9000 :bind "0.0.0.0" #_#_:handler (cider-nrepl-handler))
+            (mount/start)
+            #_(alter-var-root #'nrepl.middleware.print/*print-fn* (constantly clojure.pprint/pprint))))))

src/clj/auto_ap/server.clj

@@ -1,41 +1,14 @@
 (ns auto-ap.server
-  (:gen-class)
+  (:require [auto-ap.handler :refer [app]]
-  (:require
-   [auto-ap.handler :refer [app]]
-   [auto-ap.jobs.restore-from-backup :as job-restore-from-backup]
-   [auto-ap.jobs.bulk-journal-import :as job-bulk-journal-import]
-   [auto-ap.jobs.close-auto-invoices :as job-close-auto-invoices]
-   [auto-ap.jobs.current-balance-cache :as job-current-balance-cache]
-   [auto-ap.jobs.ezcater-upsert :as job-ezcater-upsert]
-   [auto-ap.jobs.import-uploaded-invoices :as job-import-uploaded-invoices]
-   [auto-ap.jobs.intuit :as job-intuit]
-   [auto-ap.jobs.ntg :as job-ntg]
-   #_[auto-ap.backup :as backup]
-   [auto-ap.jobs.ledger-reconcile :as job-reconcile-ledger]
-   [auto-ap.jobs.load-historical-sales :as job-load-historical-sales]
-   [auto-ap.jobs.plaid :as job-plaid]
-   [auto-ap.jobs.register-invoice-import :as job-register-invoice-import]
-   [auto-ap.jobs.square :as job-square]
-   [auto-ap.jobs.sysco :as job-sysco]
-   [auto-ap.jobs.vendor-usages :as job-vendor-usages]
-   [auto-ap.jobs.yodlee2 :as job-yodlee2]
             [auto-ap.logging :as alog]
             [com.unbounce.dogstatsd.core :as statsd]
             [config.core :refer [env]]
             [mount.core :as mount]
-   [nrepl.server :refer [start-server]]
             [ring.adapter.jetty :refer [run-jetty]]
-   [yang.scheduler :as scheduler]
+            [yang.scheduler :as scheduler])
-   [auto-ap.jobs.insight-outcome-recommendation :as insight-outcome-recommendation])
+  (:import (org.eclipse.jetty.server.handler StatisticsHandler)
-  (:import
-   (org.eclipse.jetty.server.handler StatisticsHandler)
            (org.eclipse.jetty.server.handler.gzip GzipHandler)))
 
-(defn add-shutdown-hook! [^Runnable f]
-  (.addShutdownHook (Runtime/getRuntime)
-                    (Thread. f)))
-
-
 (defn gzip-handler []
   (doto (GzipHandler.)
     (.setIncludedMimeTypes (into-array ["text/css"
@@ -88,73 +61,3 @@
   :start (scheduler/every (* 1000 10) collect-jetty-stats)
   :stop (scheduler/stop jetty-stats))
 
-(defn shutdown-mount []
-  (mount/stop))
-
-(defn -main [& _]
-  (let [job (System/getenv "INTEGREAT_JOB")]
-    (println "JOB is" job)
-    (cond (= job "square-import-job")
-          (job-square/-main)
-
-          (= job "reconcile-ledger")
-          (job-reconcile-ledger/-main)
-
-          (= job "current-balance-cache")
-          (job-current-balance-cache/-main)
-
-          (= job "yodlee2")
-          (job-yodlee2/-main)
-
-          (= job "yodlee2-accounts")
-          (job-yodlee2/accounts-only)
-
-          (= job "plaid")
-          (job-plaid/-main)
-
-          (= job "intuit")
-          (job-intuit/-main)
-
-          (= job "vendor-usages")
-          (job-vendor-usages/-main)
-
-          (= job "import-uploaded-invoices")
-          (job-import-uploaded-invoices/-main)
-
-          (= job "sysco")
-          (job-sysco/-main)
-
-          (= job "close-auto-invoices")
-          (job-close-auto-invoices/-main)
-
-          (= job "ezcater-upsert")
-          (job-ezcater-upsert/-main)
-
-          (= job "register-invoice-import")
-          (job-register-invoice-import/-main)
-
-          (= job "load-historical-sales")
-          (job-load-historical-sales/-main)
-
-          (= job "bulk-journal-import")
-          (job-bulk-journal-import/-main)
-
-          (= job "restore-from-backup")
-          (job-restore-from-backup/-main)
-
-          (= job "insight-outcome-recommendation")
-          (insight-outcome-recommendation/-main)
-
-           ;; (= job "export-backup")
-           ;; (backup/-main)
-
-          (= job "ntg")
-          (job-ntg/-main)
-
-          :else
-          (do
-            (add-shutdown-hook! shutdown-mount)
-            (start-server :port 9000 :bind "0.0.0.0" #_#_:handler (cider-nrepl-handler))
-            (mount/start)
-            #_(alter-var-root #'nrepl.middleware.print/*print-fn* (constantly clojure.pprint/pprint))))))
-

src/clj/auto_ap/ssr/admin/clients.clj

@@ -74,6 +74,7 @@
                     :client/name
                     :client/code
                     :client/locations
+                    :client/groups
                     :client/matches
                     :client/week-a-credits
                     :client/week-b-credits
@@ -277,6 +278,9 @@
                      [:client/locations [:vector {:decode/arbitrary (fn [m] (if (map? m)
                                                                               (vals m)
                                                                               m))} :string]]
+                     [:client/groups [:vector {:decode/arbitrary (fn [m] (if (map? m)
+                                                                           (vals m)
+                                                                           m))} :string]]
                      [:client/emails {:optional true} [:maybe (many-entity {}
                                                                            [:db/id [:or entity-id temp-id]]
                                                                            [:email-contact/description :string]
@@ -394,6 +398,19 @@
    (com/data-grid-cell {:class "align-top"}
                        (com/a-icon-button {"@click.prevent.stop" "$refs.p.remove()"} svg/x))))
 
+(defn group-row [_]
+  (com/data-grid-row
+   {:x-ref "p"
+    :x-data (hx/json {})}
+   (com/data-grid-cell
+    {}
+    (com/validated-field {}
+                         (com/text-input {:name  (fc/field-name)
+                                          :value (fc/field-value)
+                                          :class "w-24"})))
+   (com/data-grid-cell {:class "align-top"}
+                       (com/a-icon-button {"@click.prevent.stop" "$refs.p.remove()"} svg/x))))
+
 (defn feature-flag-row [_]
   (com/data-grid-row
    {:x-ref "p"
@@ -1318,7 +1335,7 @@
   (edit-path [_ _] [])
 
   (step-schema [_]
-    (mut/select-keys (mm/form-schema linear-wizard) #{:client/feature-flags}))
+    (mut/select-keys (mm/form-schema linear-wizard) #{:client/feature-flags :client/groups}))
 
   (render-step [this _]
     (mm/default-render-step
@@ -1335,7 +1352,19 @@
                                                    (com/data-grid-new-row {:colspan 2
                                                                            :hx-get  (bidi/path-for ssr-routes/only-routes ::route/new-feature-flag)
                                                                            :index   (count (fc/field-value))}
-                                                                          "New flag")))))
+                                                                          "New flag"))))
+                                 (fc/with-field :client/groups
+                                   (com/validated-field
+                                    {:errors (fc/field-errors)
+                                     :label  "Groups"}
+                                    (com/data-grid {:headers [(com/data-grid-header {} "Group")
+                                                              (com/data-grid-header {:class "w-16"})]}
+                                                   (fc/cursor-map #(group-row %))
+                                                   (com/data-grid-new-row {:colspan 2
+                                                                           :hx-get  (bidi/path-for ssr-routes/only-routes ::route/new-group)
+                                                                           :index   (count (fc/field-value))}
+
+                                                                          "New group")))))
      :footer
      (mm/default-step-footer linear-wizard this :validation-route ::route/navigate)
      :validation-route ::route/navigate)))
@@ -1387,14 +1416,17 @@
              (first step-key)))))
   (form-schema [_] form-schema-2)
   (submit [_ {:keys [multi-form-state request-method identity] :as request}]
-    (let [snapshot (mc/decode
+    (let [
+          snapshot (mc/decode
                     form-schema-2
                     (:snapshot multi-form-state)
                     mt/strip-extra-keys-transformer)
           entity (cond-> snapshot
                    (= :post request-method) (assoc :db/id "new")
                    (= :put request-method) (dissoc :client/code)
+
                    (:client/locked-until snapshot) (update :client/locked-until clj-time.coerce/to-date)
+                   (seq (:client/groups snapshot)) (update :client/groups #(mapv str/upper-case %))
                    (seq (:client/bank-accounts snapshot)) (update :client/bank-accounts
                                                                   (fn [bank-accounts]
                                                                     (mapv
@@ -1418,6 +1450,7 @@
                                     "name"  (conj (or (:client/matches updated-client) [])
                                                   (:client/name updated-client))
                                     "code"  (:client/code updated-client)
+
                                     "exact" (map str/upper-case (conj (or (:client/matches updated-client) [])
                                                                       (:client/name updated-client)))}]))
       (html-response
@@ -1669,6 +1702,9 @@
     ::route/new-match       (add-new-primitive-handler [:step-params :client/matches]
                                                        ""
                                                        match-row)
+    ::route/new-group       (add-new-primitive-handler [:step-params :client/groups]
+                                                       ""
+                                                       group-row)
     ::route/new-location-match (add-new-entity-handler [:step-params :client/location-matches]
                                                        (fn [cursor _]  (location-match-row cursor)))
     ::route/new-email-contact       (add-new-entity-handler [:step-params :client/emails]

src/clj/auto_ap/ssr/company_dropdown.clj

@@ -1,21 +1,33 @@
 (ns auto-ap.ssr.company-dropdown
-  (:require
+  (:require [auto-ap.datomic :refer [conn pull-attr pull-many]]
-   [auto-ap.datomic :refer [conn pull-attr pull-many]]
+            [auto-ap.graphql.utils :refer [cleanse-query]]
-   [auto-ap.graphql.utils :refer [assert-can-see-client cleanse-query]]
             [auto-ap.solr :as solr]
             [auto-ap.ssr-routes :as ssr-routes]
+            [auto-ap.ssr.hx :as hx]
             [auto-ap.ssr.svg :as svg]
             [auto-ap.ssr.utils :refer [html-response]]
             [bidi.bidi :as bidi]
+            [clojure.string :as str]
             [datomic.api :as dc]
             [hiccup2.core :as hiccup]
             [iol-ion.query :refer [can-see-client?]]))
 
 (defn dropdown-search-results* [{:keys [options]}]
   [:ul
-   (for [{:keys [id name]} options]
+   (for [{:keys [id name group]} options]
      [:li
       [:div {:class "flex items-center pl-2 rounded hover:bg-green-100 dark:hover:bg-green-600"}
+       (if group
+         [:a {:href       "#" :class "w-full py-2 ml-2 text-sm font-medium text-gray-900 rounded dark:text-gray-300"
+
+              :hx-put     (bidi/path-for ssr-routes/only-routes
+                                         :active-client
+                                         :request-method :put)
+              :hx-target  "#company-dropdown"
+              :hx-headers (hx/json {"x-clients" (pr-str [:group group])})
+              :hx-swap    "outerHTML"
+              :hx-trigger "click"}
+          name]
          [:a {:href       "#" :class "w-full py-2 ml-2 text-sm font-medium text-gray-900 rounded dark:text-gray-300"
               :hx-put     (bidi/path-for ssr-routes/only-routes
                                          :active-client
@@ -24,11 +36,16 @@
               :hx-headers (format "{\"x-clients\": \"[%d]\"}" id)
               :hx-swap    "outerHTML"
               :hx-trigger "click"}
-        name]]])])
+          name])]])])
+
 
 
 
 (defn get-clients [identity query]
+  (if (str/starts-with? query "g:")
+    (let [search-query (str "groups:(" (subs query 2) ")")]
+      [{:group (subs query 2)
+        :name (str "All clients matching " (subs query 2))}])
     (if-let [query (not-empty (cleanse-query query))]
       (let [search-query (str "name:(" query ")")]
 
@@ -40,19 +57,18 @@
                              client-id))]
           {:id (:db/id n)
            :name (:client/name n)}))
-    []))
+      [])))
 
 (defn dropdown-search-results [{:keys [identity] :as request}]
   (html-response
    (dropdown-search-results* {:options (get-clients identity (get (:query-params request) "search-text"))})))
 
-(defn dropdown [{:keys [client-selection client identity]}]
+(defn dropdown [{:keys [client-selection client identity clients]}]
   [:div#company-dropdown
    [:script
     (hiccup/raw
      "localStorage.setItem(\"last-client-id\", \"" (:db/id client) "\")" "\n"
-      "localStorage.setItem(\"last-selected-clients\", \"" client-selection "\")"
+     "localStorage.setItem(\"last-selected-clients\", " (pr-str (pr-str client-selection)) ")")]
-      )]
    [:div
     [:button#company-dropdown-button {:class "text-white bg-blue-700 hover:bg-blue-800 focus:ring-4 focus:outline-none focus:ring-blue-300 font-medium rounded-lg text-sm px-4 py-2.5 text-center inline-flex items-center dark:bg-blue-600 dark:hover:bg-blue-700 dark:focus:ring-blue-800"
                                       :type   "button"}
@@ -61,16 +77,16 @@
        "My Companies"
        (= :all client-selection)
        "All Companies"
-       (and (sequential? client-selection)
+
-            (= 1 (count client-selection)))
+       (and client
-       (pull-attr (dc/db conn) :client/name (first client-selection))
+            (= 1 (count clients)))
+       ( :client/name client)
 
        :else
-       (str (count client-selection) " Companies")) 
+       (str (count clients) " Companies"))
      [:div.w-4.h-4.ml-2
       svg/drop-down]]
-    [:div#company-dropdown-list.hidden {"_" (hiccup/raw "init call initCompanyDropdown()")
+    [:div#company-dropdown-list.hidden {"_" (hiccup/raw "init call initCompanyDropdown()")}
-                                        }
      [:div {:class "z-10 bg-white rounded-lg shadow w-64 dark:bg-gray-700 slide-up duration-500 transition-all"}
       [:div {:class "p-3"}
        [:label {:for "input-group-search", :class "sr-only"} "Search"]
@@ -114,8 +130,7 @@
                   :hx-headers "{\"x-clients\": \":all\"}"
                   :hx-swap    "outerHTML"
                   :hx-trigger "click"}
-         "All"]]]
+         "All"]]]]]
-      ]]
     [:script {:lang "text/javascript"}
      (hiccup/raw
       "
@@ -147,7 +162,9 @@ function initCompanyDropdown() {
   (assoc
    (html-response
     (dropdown {:client-selection  (:client-selection (:session  request))
+               :clients (:clients request)
                :client (:client request)
                :identity identity}))
    :headers
    {"hx-trigger" "clientSelected"}))
+

src/clj/auto_ap/ssr/components/aside.clj

@@ -201,8 +201,7 @@
 
    [:li
     (menu-button- {:icon svg/restaurant
-                   :href (bidi/path-for ssr-routes/only-routes ::ac-routes/page)
+                   :href (bidi/path-for ssr-routes/only-routes ::ac-routes/page) }
-                   :target "_new"}
                   "Clients")]
    [:li
     (menu-button- {:icon svg/vendors

src/clj/auto_ap/ssr/components/navbar.clj

@@ -8,7 +8,7 @@
    [auto-ap.ssr.svg :as svg]
    [bidi.bidi :as bidi]))
 
-(defn navbar- [{:keys [client-selection client identity]}]
+(defn navbar- [{:keys [client-selection client identity clients]}]
   [:nav {:class "fixed z-30 w-full bg-white border-b border-gray-200 dark:bg-gray-800 dark:border-gray-700"}
    [:div {:class "px-3 py-3 lg:px-5 lg:pl-3"}
     [:div {:class "flex items-center justify-between"}
@@ -38,6 +38,7 @@
         :hx-target "#modal-holder"
         :hx-swap   "outerHTML"}
        svg/search)
-      (cd/dropdown {:client-selection client-selection :client client :identity identity})
+      (cd/dropdown {:client-selection client-selection :client client :identity identity
+                    :clients clients})
 
       (user-dropdown/dropdown {:identity identity})]]]])

src/clj/auto_ap/ssr/components/page.clj

@@ -6,13 +6,14 @@
    [auto-ap.ssr.svg :as svg]
    [auto-ap.ssr.hx :as hx]))
 
-(defn page- [{:keys [nav page-specific client client-selection identity app-params] :or {app-params {}}} & children]
+(defn page- [{:keys [nav page-specific client clients client-selection identity app-params] :or {app-params {}}} & children]
   [:div#app {"_" (hiccup/raw "
                           on notification from body put event.detail.value into #notification-details then add .htmx-added to #notification-holder then remove .hidden from #notification-holder then wait 30ms then remove .htmx-added from #notification-holder
                           on htmx:responseError put event.detail.xhr.response into #error-details then add .htmx-added to #error-holder then remove .hidden from #error-holder then wait 30ms then remove .htmx-added from #error-holder"
                              )
              :x-data (hx/json {:leftNavShow true})}
    (navbar- {:client-selection client-selection
+             :clients clients
              :client           client
              :identity         identity})
    [:div#app-contents.flex.pt-16.overflow-hidden (assoc app-params

src/cljc/auto_ap/routes/admin/clients.cljc

@@ -13,6 +13,7 @@
              "/match/new" ::new-match
              "/location-match/new" ::new-location-match
              "/email-contact/new" ::new-email-contact
+             "/group/new" ::new-group
              "/feature-flag/new" ::new-feature-flag
              "/new" {:get ::new-dialog}
              ["/" [#"\d+" :db/id] "/sales-powerquery"] ::biweekly-sales-powerquery

src/cljc/auto_ap/ssr_routes.cljc

@@ -71,6 +71,7 @@
                         "/bank-account/typeahead" :bank-account-typeahead
                         ["/" [#"\d+" :db/id] "/bank-account"] {"/search" :bank-account-search}
                         "/active"             {:put :active-client}
+                        "/active-group"             {:put :active-client-group}
                         "/1099"               :company-1099
                         "/1099/table"         {:get :company-1099-vendor-table}
                         "/1099/vendor-dialog" {["/" [#"\d+" :vendor-id]] {:get  :company-1099-vendor-dialog

src/cljs/auto_ap/effects.cljs

@@ -19,6 +19,7 @@
 (defn maybe-add-x-clients [headers]
   (if (or (and (sequential? (:selected-clients @re-frame.db/app-db)) (every? int? (:selected-clients @re-frame.db/app-db)))
           (and (sequential? (:selected-clients @re-frame.db/app-db)) (every? string? (:selected-clients @re-frame.db/app-db)))
+          (and (sequential? (:selected-clients @re-frame.db/app-db)) (= :group (first (:selected-clients @re-frame.db/app-db))))
           (keyword? (:selected-clients @re-frame.db/app-db)))
     (assoc headers "x-clients" (pr-str (:selected-clients @re-frame.db/app-db)))
     headers))

src/cljs/auto_ap/events.cljs

@@ -27,7 +27,7 @@
 
 
 (defn client-query []
-  (cond-> [:id :name :code :email :locations :feature-flags
+  (cond-> [:id :name :code :email :locations :feature-flags :groups
            [:emails [:id :email :description]]
            [:bank-accounts [:id :code :bank-name :name :type :visible 
                             :locations :include-in-reports :current-balance

src/cljs/auto_ap/subs.cljs

@@ -46,7 +46,7 @@
   (fn [[selected-clients user clients]]
     (println "SELECTED" selected-clients
              "USER" user
-             "CLIENTS" clients)
+             "CLIENTS" (count clients))
     
     (cond (= :mine selected-clients)
           (sort-by :name
@@ -58,6 +58,15 @@
               (nil? selected-clients))
           clients
 
+          (= :group (and (sequential? selected-clients)
+                         (first selected-clients)))
+          (let [group (second selected-clients)]
+            (filterv
+             (fn [c]
+               (println "GROUP" group (:groups c))
+               ((set (:groups c)) group))
+             clients))
+
           (sequential? selected-clients)
           (filter (comp (set (map coerce-string-version selected-clients)) coerce-string-version :id)
                   clients)

src/cljs/auto_ap/views/components/layouts.cljs

@@ -86,13 +86,13 @@
      clients
      (if-let [exact-match (first (filter
                                   (fn [client]
-                                    (= (str/lower-case (:code client)) (str/lower-case client-search)))
+                                    (= (str/lower-case (or (:code client) "INVALID")) (str/lower-case client-search)))
                                   clients))]
        [exact-match]
        (filter
         (fn [client]
           (or 
-           (str/includes? (str/lower-case (:code client)) (str/lower-case client-search))
+           (str/includes? (str/lower-case (or (:code client) "INVALID")) (str/lower-case client-search))
            (str/includes? (str/lower-case (:name client)) (str/lower-case client-search))))
         clients)))))