Files
integreat/src/clj/auto_ap/ssr/invoices.clj

1173 lines
64 KiB
Clojure

(ns auto-ap.ssr.invoices
(:require [auto-ap.client-routes :as client-routes]
[auto-ap.datomic
:refer [add-sorter-fields apply-pagination apply-sort-3
audit-transact conn merge-query observable-query
pull-many]]
[auto-ap.datomic.accounts :as d-accounts]
[auto-ap.datomic.bank-accounts :as d-bank-accounts]
[auto-ap.datomic.invoices :as d-invoices]
[auto-ap.graphql.checks :as gq-checks :refer [base-payment
invoice-payments
print-checks-internal
validate-belonging]]
[auto-ap.graphql.utils :refer [assert-can-see-client
assert-not-locked exception->4xx
exception->notification
extract-client-ids notify-if-locked]]
[auto-ap.logging :as alog]
[auto-ap.permissions :refer [can?]]
[auto-ap.routes.invoice :as route]
[auto-ap.routes.payments :as payment-route]
[auto-ap.routes.utils
:refer [wrap-admin wrap-client-redirect-unauthenticated]]
[auto-ap.solr :as solr]
[auto-ap.ssr-routes :as ssr-routes]
[auto-ap.ssr.components :as com]
[auto-ap.ssr.components.link-dropdown :refer [link-dropdown]]
[auto-ap.ssr.components.multi-modal :as mm]
[auto-ap.ssr.form-cursor :as fc]
[auto-ap.ssr.grid-page-helper :as helper :refer [wrap-apply-sort]]
[auto-ap.ssr.hiccup-helper :as hh]
[auto-ap.ssr.hx :as hx]
[auto-ap.ssr.invoice.common :refer [default-read]]
[auto-ap.ssr.invoice.new-invoice-wizard :as new-invoice-wizard]
[auto-ap.ssr.pos.common :refer [date-range-field*]]
[auto-ap.ssr.svg :as svg]
[auto-ap.ssr.utils
:refer [apply-middleware-to-all-handlers clj-date-schema
dissoc-nil-transformer entity-id html-response
main-transformer modal-response money ref->enum-schema
round-money strip wrap-entity wrap-implied-route-param
wrap-merge-prior-hx wrap-schema-enforce]]
[auto-ap.time :as atime]
[auto-ap.utils :refer [by dollars=]]
[bidi.bidi :as bidi]
[clj-time.coerce :as coerce]
[clj-time.core :as time]
[clojure.string :as str]
[datomic.api :as dc]
[hiccup.util :as hu]
[malli.core :as mc]
[malli.transform :as mt]
[malli.util :as mut]))
(defn exact-match-id* [request]
(if (nat-int? (:exact-match-id (:query-params request)))
[:div {:x-data (hx/json {:exact_match (:exact-match-id (:query-params request))}) :id "exact-match-id-tag"}
(com/hidden {:name "exact-match-id"
"x-model" "exact_match"})
(com/pill {:color :primary}
[:span.inline-flex.space-x-2.items-center
[:div "exact match"]
[:div.w-3.h-3
(com/link {"@click" "exact_match=null; $nextTick(() => $dispatch('change'))"}
svg/x)]])]
[:div {:id "exact-match-id-tag"}]))
(defn filters [request]
[:form#invoice-filters {"hx-trigger" "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
"hx-get" (bidi/path-for ssr-routes/only-routes
::route/table)
"hx-target" "#entity-table"
"hx-indicator" "#entity-table"}
(com/hidden {:name "status"
:value (some-> (:status (:query-params request)) name)})
[:fieldset.space-y-6
(com/field {:label "Vendor"}
(com/typeahead {:name "vendor"
:id "vendor"
:url (bidi/path-for ssr-routes/only-routes :vendor-search)
:value (:vendor (:query-params request))
:value-fn :db/id
:content-fn :vendor/name}))
(date-range-field* request)
(com/field {:label "Check #"}
(com/text-input {:name "check-number"
:id "check-number"
:class "hot-filter"
:value (:check-number (:query-params request))
:placeholder "10001"
:size :small}))
(com/field {:label "Invoice #"}
(com/text-input {:name "invoice-number"
:id "invoice-number"
:class "hot-filter"
:value (:invoice-number (:query-params request))
:placeholder "10001"
:size :small}))
(com/field {:label "Amount"}
[:div.flex.space-x-4.items-baseline
(com/money-input {:name "amount-gte"
:id "amount-gte"
:hx-preserve "true"
:class "hot-filter w-20"
:value (:amount-gte (:query-params request))
:placeholder "0.01"
:size :small})
[:div.align-baseline
"to"]
(com/money-input {:name "amount-lte"
:hx-preserve "true"
:id "amount-lte"
:class "hot-filter w-20"
:value (:amount-lte (:query-params request))
:placeholder "9999.34"
:size :small})])
(exact-match-id* request)]])
(defn fetch-ids [db {:keys [query-params route-params] :as request}]
(let [valid-clients (extract-client-ids (:clients request)
(:client-id request)
(when (:client-code request)
[:client/code (:client-code request)]))
query
(if (:exact-match-id query-params)
{:query {:find '[?e]
:in '[$ ?e [?c ...]]
:where '[[?e :invoice/client ?c]]}
:args [db
(:exact-match-id query-params)
valid-clients]}
(cond-> {:query {:find []
:in '[$ [?clients ?start ?end]]
:where '[[(iol-ion.query/scan-invoices $ ?clients ?start ?end) [[?e _ ?sort-default] ...]]]}
:args [db
[valid-clients
(some-> (:start-date query-params) coerce/to-date)
(some-> (:end-date query-params) coerce/to-date)]]}
(:client-id query-params)
(merge-query {:query {:in ['?client-id]
:where ['[?e :invoice/client ?client-id]]}
:args [(:client-id query-params)]})
(:client-code query-params)
(merge-query {:query {:in ['?client-code]
:where ['[?e :invoice/client ?client-id]
'[?client-id :client/code ?client-code]]}
:args [(:client-code query-params)]})
(:start (:due-range query-params)) (merge-query {:query {:in '[?start-due]
:where ['[?e :invoice/due ?due]
'[(>= ?due ?start-due)]]}
:args [(coerce/to-date (:start (:due-range query-params)))]})
(:end (:due-range query-params)) (merge-query {:query {:in '[?end-due]
:where ['[?e :invoice/due ?due]
'[(<= ?due ?end-due)]]}
:args [(coerce/to-date (:end (:due-range query-params)))]})
(:import-status query-params)
(merge-query {:query {:in ['?import-status]
:where ['[?e :invoice/import-status ?import-status]]}
:args [(:import-status query-params)]})
(:status route-params)
(merge-query {:query {:in ['?status]
:where ['[?e :invoice/status ?status]]}
:args [(:status route-params)]})
(:vendor query-params)
(merge-query {:query {:in ['?vendor-id]
:where ['[?e :invoice/vendor ?vendor-id]]}
:args [(:db/id (:vendor query-params))]})
(:account-id query-params)
(merge-query {:query {:in ['?account-id]
:where ['[?e :invoice/expense-accounts ?iea ?]
'[?iea :invoice-expense-account/account ?account-id]]}
:args [(:account-id query-params)]})
(:amount-gte query-params)
(merge-query {:query {:in ['?amount-gte]
:where ['[?e :invoice/total ?total-filter]
'[(>= ?total-filter ?amount-gte)]]}
:args [(:amount-gte query-params)]})
(:amount-lte query-params)
(merge-query {:query {:in ['?amount-lte]
:where ['[?e :invoice/total ?total-filter]
'[(<= ?total-filter ?amount-lte)]]}
:args [(:amount-lte query-params)]})
(not-empty (:invoice-number query-params))
(merge-query {:query {:in ['?invoice-number-like]
:where ['[?e :invoice/invoice-number ?invoice-number]
'[(.contains ^String ?invoice-number ?invoice-number-like)]]}
:args [(:invoice-number query-params)]})
(:scheduled-payments query-params)
(merge-query {:query {:in []
:where ['[?e :invoice/scheduled-payment]]}
:args []})
(:unresolved query-params)
(merge-query {:query {:in []
:where ['(or-join [?e]
(not [?e :invoice/expense-accounts])
(and [?e :invoice/expense-accounts ?ea]
(not [?ea :invoice-expense-account/account])))]}
:args []})
(seq (:location query-params))
(merge-query {:query {:in ['?location]
:where ['[?e :invoice/expense-accounts ?eas]
'[?eas :invoice-expense-account/location ?location]]}
:args [(:location query-params)]})
(:sort query-params) (add-sorter-fields {"client" ['[?e :invoice/client ?c]
'[?c :client/name ?sort-client]]
"vendor" ['[?e :invoice/vendor ?v]
'[?v :vendor/name ?sort-vendor]]
"description-original" ['[?e :transaction/description-original ?sort-description-original]]
"location" ['[?e :invoice/expense-accounts ?iea]
'[?iea :invoice-expense-account/location ?sort-location]]
"date" ['[?e :invoice/date ?sort-date]]
"due" ['[(get-else $ ?e :invoice/due #inst "2050-01-01") ?sort-due]]
"invoice-number" ['[?e :invoice/invoice-number ?sort-invoice-number]]
"total" ['[?e :invoice/total ?sort-total]]
"outstanding-balance" ['[?e :invoice/outstanding-balance ?sort-outstanding-balance]]}
query-params)
true
(merge-query {:query {:find ['?sort-default '?e]}})))]
(->> (observable-query query)
(apply-sort-3 (assoc query-params :default-asc? false))
(apply-pagination query-params))))
(defn hydrate-results [ids db _]
(let [results (->> (pull-many db default-read ids)
(group-by :db/id))
refunds (->> ids
(map results)
(map first))]
refunds))
(defn fetch-page [request]
(let [db (dc/db conn)
{ids-to-retrieve :ids matching-count :count} (fetch-ids db request)]
[(->> (hydrate-results ids-to-retrieve db request))
matching-count]))
(def query-schema (mc/schema
[:maybe [:map {:date-range [:date-range :start-date :end-date]}
[:sort {:optional true} [:maybe [:any]]]
[:per-page {:optional true :default 25} [:maybe :int]]
[:start {:optional true :default 0} [:maybe :int]]
[:amount-gte {:optional true} [:maybe :double]]
[:amount-lte {:optional true} [:maybe :double]]
[:vendor {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :vendor/name]}]]]
[:check-number {:optional true} [:maybe [:string {:decode/string strip}]]]
[:invoice-number {:optional true} [:maybe [:string {:decode/string strip}]]]
[:status {:optional true} [:maybe (ref->enum-schema "invoice-status")]]
[:exact-match-id {:optional true} [:maybe entity-id]]
[:all-selected {:optional true :default nil} [:maybe :boolean]]
[:selected {:optional true :default nil} [:maybe [:vector {:coerce? true}
entity-id]]]
[:start-date {:optional true}
[:maybe clj-date-schema]]
[:end-date {:optional true}
[:maybe clj-date-schema]]]]))
(comment
(mc/decode query-schema
{:start " "}
main-transformer))
(defn selected->ids [request params]
(let [all-selected (:all-selected params)
selected (:selected params)
ids (cond
all-selected
(:ids (fetch-ids (dc/db conn) (-> request
(assoc :query-params params)
(assoc-in [:query-params :start] 0)
(assoc-in [:query-params :per-page] 250))))
:else
selected)]
ids))
(defn pay-button* [params]
(let [ids (:ids params)
selected-client-count (if (seq ids)
(ffirst
(dc/q '[:find (count ?c)
:in $ [?i ...]
:where [?i :invoice/client ?c]]
(dc/db conn)
ids))
0)
vendor-totals (if (seq ids)
(->>
(dc/q '[:find ?i ?v ?ob
:in $ [?i ...]
:where [?i :invoice/vendor ?v]
[?i :invoice/outstanding-balance ?ob]]
(dc/db conn)
ids)
(reduce (fn [acc [_ v ob]]
(update acc v (fnil + 0) ob))
{})
(vals)))
all-credits-or-debits (or (every? #(<= % 0.0) vendor-totals)
(every? #(>= % 0.0) vendor-totals))]
[:div {:hx-target "this"
:hx-get (bidi/path-for ssr-routes/only-routes
::route/pay-wizard)
:hx-trigger "click from:#pay-button"
:x-data (hx/json {:popper nil
:hovering false})
"x-init" "popper = Popper.createPopper($refs.button, $refs.tooltip, {placement: 'bottom', strategy: 'fixed', modifiers: [{name: 'preventOverflow'}, {name: 'offset', options: {offset: [0, 10]}}]});"}
(com/button {:color :primary
:id "pay-button"
:disabled (or (= (count (:ids params)) 0)
(not= 1 selected-client-count)
(not all-credits-or-debits))
"x-bind:hx-vals" "JSON.stringify({selected: $data.selected, 'all-selected': $data.all_selected})"
"hx-include" "#invoice-filters"
:hx-get (bidi/path-for ssr-routes/only-routes ::route/pay-button)
:hx-swap "outerHTML"
:hx-trigger "selectedChanged from:body, htmx:afterSwap from:#entity-table"
"@mouseover" "hovering=true; $nextTick(() => popper.update())"
"@mouseout" "hovering=false;"
:x-ref "button"
:minimal-loading? true
:class "relative"}
(if (> (count (:ids params)) 0)
(str "Pay " (count (:ids params)) " invoices")
"Pay")
(when (or (= 0 (count ids))
(> selected-client-count 1))
(com/badge {} "!")))
[:div (hx/alpine-appear {:x-ref "tooltip"
:x-show "hovering"
:class "bg-gray-100 dark:bg-gray-600 rounded-lg shadow-2xl w-max z-50 p-4"})
(cond
(not all-credits-or-debits)
[:div "All vendor totals must be either positive or negative."]
(= 0 (count ids))
[:div "Please select some invoices to pay"]
(> selected-client-count 1)
[:div "Can only pay for one client at a time"]
:else
[:div "Click to choose a bank account"])]]))
(defn pay-button [request]
(html-response
(pay-button* {:ids (selected->ids request
(:query-params request))})))
;; TODO test as a real user
(def grid-page
(helper/build {:id "entity-table"
:nav com/main-aside-nav
:check-boxes? true
:page-specific-nav filters
:fetch-page fetch-page
:oob-render
(fn [request]
[(assoc-in (date-range-field* request) [1 :hx-swap-oob] true)
(assoc-in (exact-match-id* request) [1 :hx-swap-oob] true)])
:query-schema query-schema
:parse-query-params (fn [p]
(mc/decode query-schema p main-transformer))
:action-buttons (fn [request]
[(when (can? (:identity request) {:subject :invoice :activity :bulk-delete})
(com/button {:hx-get (str (bidi/path-for ssr-routes/only-routes ::route/bulk-delete))
"x-bind:hx-vals" "JSON.stringify({selected: $data.selected, 'all-selected': $data.all_selected})"
"hx-include" "#invoice-filters"
:color :red}
"Void selected"))
(when (can? (:identity request) {:subject :invoice :activity :pay})
(pay-button* {:ids (selected->ids request
(:query-params request))}))
(when (can? (:identity request) {:subject :invoice :activity :create})
(com/button {:hx-get (bidi/path-for ssr-routes/only-routes ::route/new-wizard)}
"New invoice"))])
:row-buttons (fn [_ entity]
[(when (= :invoice-status/unpaid (:invoice/status entity))
(com/icon-button {:hx-delete (bidi/path-for ssr-routes/only-routes
::route/delete
:db/id (:db/id entity))
:hx-confirm "Are you sure you want to void this invoice?"}
svg/trash))])
:breadcrumbs [[:a {:href (bidi/path-for ssr-routes/only-routes ::route/page)}
"Invoices"]]
:title (fn [r]
(str
(some-> r :route-params :status name str/capitalize (str " "))
"Invoices"))
:entity-name "invoices"
:route ::route/table
:headers [{:key "client"
:name "Client"
:sort-key "client"
:hide? (fn [args]
(= (count (:clients args)) 1))
:render #(-> % :invoice/client :client/name)}
{:key "vendor"
:name "Vendor"
:sort-key "vendor"
:render #(-> % :invoice/vendor :vendor/name)}
{:key "invoice-number"
:name "Invoice number"
:sort-key "invoice-number"
:render :invoice/invoice-number}
{:key "date"
:sort-key "date"
:name "Date"
:show-starting "lg"
:render (fn [{:invoice/keys [date]}]
(some-> date (atime/unparse-local atime/normal-date)))}
{:key "status"
:name "Status"
:render (fn [{:invoice/keys [status]}]
(condp = status
:invoice-status/paid
(com/pill {:color :primary} "Paid")
:invoice-status/unpaid
(com/pill {:color :secondary} "Unpaid")
:invoice-status/voided
(com/pill {:color :red} "Voided")
nil
""))}
{:key "accounts"
:name "Account"
:show-starting "lg"
:render (fn [{:invoice/keys [expense-accounts client]}]
[:div.flex.flex-col.gap-y-2
(when (first expense-accounts)
[:div.flex-initial
(com/pill {:color :primary}
(:account/name
(d-accounts/clientize (dc/pull (dc/db conn) d-accounts/default-read (:db/id (:invoice-expense-account/account (first expense-accounts))))
(:db/id client))))])
(when (> (count expense-accounts) 1)
[:div.flex-initial
(com/pill {:color :secondary}
"+ " (dec (count expense-accounts)) " more")])])}
{:key "outstanding"
:name "Outstanding"
:sort-key "outstanding-balance"
:class "text-right"
:render (fn [{:invoice/keys [outstanding-balance total]}]
[:div
(some->> outstanding-balance (format "$%,.2f"))
(when-not (dollars= outstanding-balance total)
[:div.text-xs.text-gray-400 (format "of $%,.2f" total)])])}
{:key "links"
:name "Links"
:show-starting "lg"
:class "w-8"
:render (fn [i]
(link-dropdown
(concat (->> i
:invoice/payments
(filter (fn [p]
(not= :payment-status/voided
(:payment/status p))))
(mapcat (fn [p]
(cond-> [{:link (hu/url (bidi/path-for ssr-routes/only-routes
::payment-route/all-page)
{:exact-match-id (:db/id p)})
:content (str (format "$%,.2f" (:payment/amount p))
(some-> (:payment/date p) coerce/to-date-time (atime/unparse-local atime/normal-date) (#(str " payment on " %))))}]
(:payment/transaction p) (conj {:link (hu/url (bidi/path-for client-routes/routes :transactions)
{:exact-match-id (:db/id (first (:payment/transaction p)))})
:color :secondary
:content "Transaction"})))))
(when (:invoice/journal-entry i)
[{:link (hu/url (bidi/path-for client-routes/routes :ledger)
{:exact-match-id (:db/id (first (:invoice/journal-entry i)))})
:color :yellow
:content "Ledger entry"}])
(when (:invoice/source-url i)
[{:link (:invoice/source-url i)
:color :secondary
:content "File"}]))))}]}))
(def row* (partial helper/row* grid-page))
(defn delete [{invoice :entity :as request identity :identity}]
(exception->notification
#(when-not (= :invoice-status/unpaid (:invoice/status invoice))
(throw (ex-info "Cannot void an invoice if it is paid. First void the payment." {}))))
(when (->> invoice :invoice/payments
(filter (fn [p]
(not= :payment-status/voided
(:payment/status p))))
seq)
(throw (ex-info "This invoice has linked payments. Void the payments first." {:type :notification})))
(exception->notification
#(assert-can-see-client identity (:db/id (:invoice/client invoice))))
(notify-if-locked (:db/id (:invoice/client invoice))
(:invoice/date invoice))
(audit-transact [[:upsert-invoice {:db/id (:db/id invoice)
:invoice/total 0.0
:invoice/outstanding-balance 0.0
:invoice/status :invoice-status/voided
:invoice/expense-accounts (map (fn [ea] {:db/id (:db/id ea)
:invoice-expense-account/amount 0.0})
(:invoice/expense-accounts invoice))}]]
identity)
(html-response (row* (:identity request) (dc/pull (dc/db conn) default-read (:db/id invoice))
{:class "live-removed"})
:headers {"hx-retarget" (format "#entity-table tr[data-id=\"%d\"]" (:db/id invoice))}))
(defn bulk-delete-dialog [request]
(let [all-selected (:all-selected (:query-params request))
selected (:selected (:query-params request))
ids (cond
all-selected
(:ids (fetch-ids (dc/db conn) (-> request
(assoc-in [:query-params :start] 0)
(assoc-in [:query-params :per-page] 250))))
:else
selected)]
(modal-response
(com/modal {}
(com/modal-card-advanced
{}
(com/modal-body {}
[:div.flex.flex-col.mt-4.space-y-4.items-center
[:div.w-24.h-24.bg-red-50.rounded-full.p-4.text-red-300
svg/alert]
[:div "You are about to void " (count ids) " invoices. Are you sure you want to do this?"]])
(com/modal-footer {} [:div.flex.justify-end (com/button {:color :primary
:hx-vals (hx/json (mc/encode
query-schema
(dissoc (:query-params request) :sort)
(mt/transformer
main-transformer
dissoc-nil-transformer
mt/strip-extra-keys-transformer)))
:hx-delete (hu/url (bidi/path-for ssr-routes/only-routes
::route/bulk-delete-confirm))}
"Void invoices")])))
:headers (-> {}
(assoc "hx-retarget" ".modal-stack")
(assoc "hx-reswap" "beforeend")))))
(defn void-invoices-internal [all-ids id]
(let [all-ids (->> all-ids
(dc/q '[:find (pull ?i [:db/id :invoice/date {:invoice/expense-accounts [:db/id]}])
:in $ [?i ...]
:where (not [_ :invoice-payment/invoice ?i])
[?i :invoice/client ?c]
[(get-else $ ?c :client/locked-until #inst "2000-01-01") ?lu]
[?i :invoice/date ?d]
[(>= ?d ?lu)]]
(dc/db conn)))
voidable-cash-payments (->> (dc/q '[:find ?p
:in $ [?i ...]
:where [?ip :invoice-payment/invoice ?i]
[?ip :invoice-payment/payment ?p]
[?p :payment/type :payment-type/cash]
[?i :invoice/client ?c]
[(get-else $ ?c :client/locked-until #inst "2000-01-01") ?lu]
[?i :invoice/date ?d]
[(>= ?d ?lu)]]
(dc/db conn)
(map :db/id all-ids))
(map first))]
(alog/info ::void-payments :count (count voidable-cash-payments))
(gq-checks/void-payments-internal voidable-cash-payments id)
(alog/info ::voiding-invoices :count (count all-ids))
(audit-transact
(->> all-ids
(map
(fn [[i]]
[:upsert-invoice {:db/id (:db/id i)
:invoice/total 0.0
:invoice/outstanding-balance 0.0
:invoice/status :invoice-status/voided
:invoice/expense-accounts (mapv
(fn [iea]
{:db/id (:db/id iea)
:invoice-expense-account/amount 0.0})
(:invoice/expense-accounts i))}])))
id)
(count all-ids)))
(defn bulk-delete-dialog-confirm [request]
(alog/peek (:form-params request))
(let [ids (selected->ids request (:form-params request))
updated-count (void-invoices-internal ids (:identity request))]
(html-response [:div]
:headers {"hx-trigger" (hx/json {:modalclose ""
:notification (format "Successfully voided %d of %d invoices."
updated-count
(count ids))})})))
;; TODO
;; Allow for paying balances from set of invoices for one vendor
(defn does-amount-exceed-outstanding? [amount outstanding-balance]
(let [outstanding-balance (round-money outstanding-balance)
amount (round-money amount)]
(or (and (> outstanding-balance 0)
(> amount outstanding-balance))
(and (> outstanding-balance 0)
(<= amount 0))
(and (< outstanding-balance 0)
(< amount outstanding-balance))
(and (< outstanding-balance 0)
(>= amount 0)))))
(def payment-form-schema
(mc/schema
[:map
[:client entity-id]
[:invoices [:and
[:vector {:coerce? true}
[:map
[:invoice-id entity-id]
[:amount money]]]
[:fn {:error/message "All payments must not exceed their outstanding balance."}
(fn [invoices]
(let [outstanding-balances (->> (dc/q '[:find ?i ?ob
:in $ [?i ...]
:where [?i :invoice/outstanding-balance ?ob]]
(dc/db conn)
(map :invoice-id invoices))
(into {}))]
(every? (fn [%]
(not (does-amount-exceed-outstanding? (:amount %) (outstanding-balances (:invoice-id %)))))
invoices)))]]]
[:has-warning? :boolean]
[:bank-account entity-id]
[:check-number {:optional true} :int]
[:handwritten-date {:optional true} [:maybe clj-date-schema]]
[:mode [:enum :simple :advanced]]
[:method [:enum :debit :print-check :cash :handwrite-check :credit]]]))
(defn bank-account-card-base [{:keys [bg-color text-color icon bank-account can-handwrite? credit-only?]}]
[:div {:class "w-[30em]"}
(com/card {:class "w-full"}
[:div.flex.items-stretch {:x-data (hx/json {:chosen false
:popper nil})
"x-init" "popper = Popper.createPopper($refs.button, $refs.tooltip, {placement: 'bottom', strategy: 'fixed', modifiers: [{name: 'preventOverflow'}, {name: 'offset', options: {offset: [0, 10]}}]});"}
(com/hidden {:name "item"
:value (:db/id bank-account)})
[:div.grow-0.flex.flex-col.justify-center
[:div.p-1.m-2.rounded-full
{:class
bg-color}
[:div {:class
(hh/add-class "p-1.5 w-8 h-8" text-color)}
icon]]]
[:div.flex.flex-col.grow.m-2
[:div.font-medium.text-gray-700 (:bank-account/name bank-account)]
[:div.font-light.text-gray-600 (:bank-account/bank-name bank-account)]]
[:div.grow-0.m-2.self-center
(if credit-only?
(com/button {:color :primary
:minimal-loading? true
:hx-vals (hx/json {"step-params[bank-account]" (:db/id bank-account)
"step-params[method]" "credit"})
:hx-put (hu/url (bidi/path-for ssr-routes/only-routes ::route/pay-wizard-navigate)
{:from (mm/encode-step-key :choose-method)
:to (mm/encode-step-key :payment-details)})}
"Credit")
(com/button {:x-ref "button"
"@click.prevent.capture" "chosen=true; $nextTick(() => popper.update())"}
"Pay"))
[:div.flex.flex-col.gap-2 (hx/alpine-appear {:x-show "chosen" :x-ref "tooltip"
:data-key "vis"
:class "bg-gray-100 dark:bg-gray-600 rounded-lg shadow-2xl w-max z-50 p-4"
"@click.outside" "chosen=false"})
(when (= :bank-account-type/check
(:bank-account/type bank-account))
(com/button {:color :primary
:minimal-loading? true
:hx-vals (hx/json {"step-params[bank-account]" (:db/id bank-account)
"step-params[method]" "print-check"})
:hx-put (hu/url (bidi/path-for ssr-routes/only-routes ::route/pay-wizard-navigate)
{:from (mm/encode-step-key :choose-method)
:to (mm/encode-step-key :payment-details)})}
"Print check"))
(when (= :bank-account-type/cash
(:bank-account/type bank-account))
(com/button {:minimal-loading? true
:hx-vals (hx/json {"step-params[bank-account]" (:db/id bank-account)
"step-params[method]" "cash"})
:hx-put (hu/url (bidi/path-for ssr-routes/only-routes ::route/pay-wizard-navigate)
{:from (mm/encode-step-key :choose-method)
:to (mm/encode-step-key :payment-details)})}
"With cash"))
(when (not= :bank-account-type/cash
(:bank-account/type bank-account))
(com/button {:color (when (= :bank-account-type/credit
(:bank-account/type bank-account))
:primary)
:minimal-loading? true
:hx-vals (hx/json {"step-params[bank-account]" (:db/id bank-account)
"step-params[method]" "debit"})
:hx-put (hu/url (bidi/path-for ssr-routes/only-routes ::route/pay-wizard-navigate)
{:from (mm/encode-step-key :choose-method)
:to (mm/encode-step-key :payment-details)})}
"Debit"))
(when (and (= :bank-account-type/check (:bank-account/type bank-account))
can-handwrite?)
(com/button {:minimal-loading? true
:hx-vals (hx/json {"step-params[bank-account]" (:db/id bank-account)
"step-params[method]" "handwrite-check"})
:hx-put (hu/url (bidi/path-for ssr-routes/only-routes ::route/pay-wizard-navigate)
{:from (mm/encode-step-key :choose-method)
:to (mm/encode-step-key :payment-details)})}
"Handwrite check"))]]])])
(defmulti bank-account-card (fn [ba _ _]
(:bank-account/type ba)))
(defmethod bank-account-card :bank-account-type/cash [bank-account can-handwrite? credit-only?]
(bank-account-card-base {:bg-color "bg-green-50"
:text-color "text-green-600"
:icon svg/dollar
:bank-account bank-account
:can-handwrite? can-handwrite?
:credit-only? credit-only?}))
(defmethod bank-account-card
:bank-account-type/credit
[bank-account can-handwrite? credit-only?]
(bank-account-card-base {:bg-color "bg-purple-50"
:text-color "text-purple-600"
:icon svg/credit-card
:bank-account bank-account
:can-handwrite? can-handwrite?
:credit-only? credit-only?}))
(defmethod bank-account-card
:bank-account-type/check [bank-account can-handwrite? credit-only?]
(bank-account-card-base {:bg-color "bg-blue-50"
:text-color "text-blue-600"
:icon svg/check
:bank-account bank-account
:can-handwrite? can-handwrite?
:credit-only? credit-only?}))
(defn can-handwrite? [invoices]
(let [selected-vendors (set (map (comp :db/id :invoice/vendor) invoices))]
(and
(= 1 (count selected-vendors))
(> (reduce + 0 (map :invoice/outstanding-balance invoices)) 0.0))))
(defn credit-only? [invoices]
(->> invoices
(group-by :invoice/vendor)
vals
(map (fn [is]
(alog/peek ::invoices is)
(reduce + 0.0 (map :invoice/outstanding-balance is))))
(every? #(< % 0.0))))
(defrecord ChoosePaymentMethodModal [linear-wizard]
mm/ModalWizardStep
(step-name [_]
"Payment method")
(step-key [_]
:choose-method)
(edit-path [_ _]
[])
(step-schema [_]
(mut/select-keys (mm/form-schema linear-wizard) #{:bank-account :method}))
(render-step
[this request]
(let [invoices (:invoices (:snapshot (:multi-form-state request)))
can-handwrite? (can-handwrite? (map (comp (:invoice-by-id linear-wizard) :invoice-id) invoices))
credit-only? (credit-only? (map (comp (:invoice-by-id linear-wizard) :invoice-id) invoices))]
(mm/default-render-step
linear-wizard this
:head [:div.p-2.inline-flex.gap-2.items-center "Pay " (count invoices) " invoices"
(when (:has-warning? (:snapshot (:multi-form-state request)))
(com/pill {:color :yellow}
"Some of the selected invoices may be locked or paid."))]
:body (mm/default-step-body
{}
[:div.flex.flex-col.space-y-2
(for [ba (:bank-accounts linear-wizard)]
(bank-account-card ba can-handwrite? credit-only?))])
:footer
nil
:validation-route ::route/pay-wizard-navigate))))
(defrecord PaymentDetailsStep [linear-wizard]
mm/ModalWizardStep
(step-name [_]
"Details")
(step-key [_]
:payment-details)
(edit-path [_ _]
[])
(step-schema [_]
(mut/select-keys (mm/form-schema linear-wizard) #{:invoices :check-number :handwritten-date}))
(render-step [this request]
(mm/default-render-step
linear-wizard this
:head [:div.p-2 "Pay " (count (:invoices (:snapshot (:multi-form-state request)))) " invoices"]
:body (mm/default-step-body
{}
[:div {}
(when (= :handwrite-check (:method (:snapshot (:multi-form-state request))))
(fc/with-field :check-number
(com/validated-field
{:errors (fc/field-errors)
:label "Check number"}
(com/int-input {:value (fc/field-value)
:name (fc/field-name)
:error? (fc/field-errors)
:placeholder "10001"}))))
(when (= :handwrite-check (:method (:snapshot (:multi-form-state request))))
(fc/with-field :handwritten-date
(com/validated-field
{:errors (fc/field-errors)
:label "Date"}
(com/date-input {:value (-> (fc/field-value)
(atime/unparse-local atime/normal-date))
:name (fc/field-name)
:error? (fc/field-errors)
:placeholder "1/1/2020"}))))
(com/radio-list {:x-model "mode"
:name "step-params[mode]"
:options [{:value "simple"
:content (let [total (reduce + 0.0
(map (comp :invoice/outstanding-balance (:invoice-by-id linear-wizard) :invoice-id)
(:invoices (:snapshot (:multi-form-state request)))))]
(if (< total 0)
(format "Credit in full ($%,.2f)" total)
(format "Pay in full ($%,.2f)" total)))}
{:value "advanced"
:content "Customize payments"}]})
[:div.space-y-4 (hx/alpine-appear {:x-show "mode==\"advanced\""})
(fc/with-field :invoices
(com/validated-field
{:errors (fc/field-errors)}
(com/data-grid
{:headers [(com/data-grid-header {} "Vendor")
(com/data-grid-header {} "Invoice Number")
(com/data-grid-header {:class "text-right"} "Total")
(com/data-grid-header {:class "text-right"} "Pay")]}
(fc/cursor-map
(fn [i]
(com/data-grid-row
{}
(com/data-grid-cell
{}
(-> (fc/field-value) :invoice :invoice/vendor :vendor/name))
(com/data-grid-cell
{}
(fc/with-field :invoice-id
(com/hidden {:name (fc/field-name)
:value (fc/field-value)}))
(-> (fc/field-value) :invoice :invoice/invoice-number))
(com/data-grid-cell
{:class "text-right"}
[:span.inline-flex.gap-2
(format "$%,.2f" (-> (fc/field-value) :invoice :invoice/outstanding-balance))])
(com/data-grid-cell
{:class "w-20"}
(fc/with-field :amount
(com/validated-field {:errors (fc/field-errors)}
(com/money-input {:value (format "%.2f" (fc/field-value)) :class "w-20"
:name (fc/field-name)
:error? (fc/error?)}))))))))))]])
:footer
(mm/default-step-footer linear-wizard this :validation-route ::route/pay-wizard-navigate)
:validation-route ::route/pay-wizard-navigate)))
(defn add-handwritten-check [request wizard snapshot]
(let [invoices (d-invoices/get-multi (map :invoice-id (:invoices snapshot)))
bank-account-id (:bank-account snapshot)
bank-account (d-bank-accounts/get-by-id bank-account-id)
_ (when-not (= 1 (count (set (map (comp :db/id :invoice/vendor) invoices))))
(throw (ex-info "Can only write a handwritten check for a single vendor." {:type :form-validation})))
_ (doseq [invoice invoices]
(assert-can-see-client (:identity request) (:invoice/client invoice)))
client-id (:db/id (:invoice/client (first invoices)))
_ (validate-belonging (:db/id (:client/_bank-accounts bank-account)) invoices bank-account)
_ (assert-not-locked client-id (:handwritten-date snapshot))
invoice-payment-lookup (by :invoice-id :amount (:invoices snapshot))
base-payment (base-payment invoices
(:invoice/vendor (first invoices))
(:invoice/client (first invoices))
bank-account
:payment-type/check
0
invoice-payment-lookup)]
(let [result (audit-transact
(into [(assoc base-payment
:payment/type :payment-type/check
:payment/status :payment-status/pending
:payment/check-number (:check-number snapshot)
:payment/date (coerce/to-date (:handwritten-date snapshot)))]
(invoice-payments invoices invoice-payment-lookup))
(:identity request))]
(doseq [[_ i] (:tempids result)]
(solr/touch-with-ledger i)))))
;; TODO Payment validations
;; 1. ensure that filtering for selected ids happens again
;; at the end of the modal to prevent race conditions
;; add validation to prevent overpaying
;; Paying a completed invoice is allowed presently
;; Thought is to put it into the pay function itself
;; balance should only go to negative if total was negative
;; balance should stay positive if total was positive
;; NOTE: payable-ids function could be used.
;; TODO support crediting from balance
(defrecord PayWizard [form-params current-step invoice-by-id]
mm/LinearModalWizard
(hydrate-from-request
[this request]
(let [invoices (->> (dc/q '[:find (pull ?i [{:invoice/vendor [:vendor/name :db/id]
:invoice/client [:db/id]}
:invoice/outstanding-balance
:invoice/invoice-number
:db/id])
:in $ [?i ...]]
(dc/db conn)
(map :invoice-id (get-in request [:multi-form-state :snapshot :invoices])))
(map first)
(sort-by (juxt (comp :invoice/vendor :vendor/name)
:invoice/invoice-number)))]
(assoc this :invoice-by-id (by :db/id invoices)
:bank-accounts (->> (dc/q '[:find (pull ?ba [:bank-account/name :bank-account/sort-order :bank-account/visible
:bank-account/bank-name
:db/id
{[:bank-account/type :xform iol-ion.query/ident] [:db/ident]}])
:in $ ?c
:where [?c :client/bank-accounts ?ba]]
(dc/db conn)
(:client (:snapshot (:multi-form-state request))))
(map first)
(sort-by :bank-account/sort-order)))))
(navigate [this step-key]
(assoc this :current-step step-key))
(get-current-step [this]
(if current-step
(mm/get-step this current-step)
(mm/get-step this :choose-method)))
(render-wizard [this {:keys [multi-form-state] :as request}]
(let [request (update-in request [:multi-form-state :step-params :invoices]
(fn [form-invoices]
(->> form-invoices
(map (fn [form-invoice]
(assoc form-invoice :invoice ((:invoice-by-id this) (:invoice-id form-invoice)))))
(sort-by
(juxt (comp :vendor/name :invoice/vendor :invoice)
(comp :invoice/invoice-number :invoice)))
(into []))))]
(mm/default-render-wizard
this request
:form-params
(-> mm/default-form-props
(assoc :hx-post
(str (bidi/path-for ssr-routes/only-routes ::route/pay-submit)))
(assoc :x-data (hx/json {:mode (some-> multi-form-state
:step-params
:mode
name)}))))))
(steps [_]
[:choose-method
:payment-details])
(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]
(if (= :step step-key-type)
(get {:choose-method (->ChoosePaymentMethodModal this)
:payment-details (->PaymentDetailsStep this)}
step-key)
(get {:bank-account (->ChoosePaymentMethodModal this)}
(first step-key)))))
(form-schema [_] payment-form-schema)
(submit [this {:keys [multi-form-state request-method identity] :as request}]
(let [snapshot (mc/decode
payment-form-schema
(:snapshot multi-form-state)
mt/strip-extra-keys-transformer)
_ (exception->4xx
#(if (= :handwrite-check (:method snapshot))
(when (or (not (some? (:check-number snapshot)))
(= "" (:check-number snapshot)))
(throw (Exception. "Check number is required")))
true))
result (exception->4xx
#(if (= :handwrite-check (:method snapshot))
(add-handwritten-check request this snapshot)
(print-checks-internal (map (fn [i] {:invoice-id (:invoice-id i)
:amount (:amount i)})
(:invoices snapshot))
(:client snapshot)
(:bank-account snapshot)
(cond (= :print-check (:method snapshot))
:payment-type/check
(= :debit (:method snapshot))
:payment-type/debit
(= :cash (:method snapshot))
:payment-type/cash
(= :credit (:method snapshot))
:payment-type/credit
:else :payment-type/debit)
identity)))]
(modal-response
(com/modal {}
(com/modal-card-advanced
{:class "transition duration-300 ease-in-out 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"}
(com/modal-body {}
[:div.flex.flex-col.mt-4.space-y-4.items-center
[:div.w-24.h-24.bg-green-50.rounded-full.p-4.text-green-300.animate-gg
svg/thumbs-up]
(when-not (:pdf-url result)
[:div "That's a wrap. Your payment is complete."])
(when (:pdf-url result)
[:div "Your checks are ready. Click "
(com/link {:href (:pdf-url result) :target "_new"} "here")
" to download and print."])
(when (:pdf-url result)
[:div.text-xs.italic [:em "Remember to turn off all scaling and margins."]])])))
:headers {"hx-trigger" "invalidated"}))))
(def pay-wizard
(->PayWizard nil nil nil))
(defn wrap-status-from-source [handler]
(fn [{:keys [matched-current-page-route] :as request}]
(let [request (cond-> request
(= ::route/paid-page matched-current-page-route) (assoc-in [:route-params :status] :invoice-status/paid)
(= ::route/unpaid-page matched-current-page-route) (assoc-in [:route-params :status] :invoice-status/unpaid)
(= ::route/voided-page matched-current-page-route) (assoc-in [:route-params :status] :invoice-status/voided)
(= ::route/all-page matched-current-page-route) (assoc-in [:route-params :status] nil))]
(handler request))))
(defn payable-ids [ids]
(->> (dc/q '[:find ?i
:in $ [?i ...]
:where [?i :invoice/status :invoice-status/unpaid]
[?i :invoice/client ?c]
[(get-else $ ?c :client/locked-until #inst "2000-01-01") ?lu]
[?i :invoice/date ?d]
[(>= ?d ?lu)]]
(dc/db conn)
ids)
(map first)))
(defn initial-pay-wizard-state [request]
(exception->notification
#(let [selected-ids (selected->ids request (:query-params request))
selected-ids (payable-ids selected-ids)
_ (when (= 0 (count selected-ids))
(throw (ex-info "No selected invoices are applicable for payment" {:type :notification})))
has-warning? (and (:selected (:query-params request))
(not= (count selected-ids)
(count (:selected (:query-params request)))))
invoices (->> (dc/q '[:find (pull ?i [{:invoice/vendor [:vendor/name :db/id]
:invoice/client [:db/id]}
:invoice/outstanding-balance
:invoice/invoice-number
:db/id])
:in $ [?i ...]]
(dc/db conn)
selected-ids)
(map first)
(sort-by (juxt (comp :invoice/vendor :vendor/name)
:invoice/invoice-number)))]
(mm/->MultiStepFormState {:invoices (mapv (fn [i] {:invoice-id (:db/id i)
:amount (:invoice/outstanding-balance i)})
invoices)
:mode :simple
:client (-> invoices first :invoice/client :db/id)
:has-warning? (boolean has-warning?)
:handwritten-date (time/now)}
[]
{:mode :simple
:has-warning? (boolean has-warning?)}))))
(def key->handler
(apply-middleware-to-all-handlers
(->
{::route/all-page (-> (helper/page-route grid-page)
(wrap-implied-route-param :status nil))
::route/paid-page (-> (helper/page-route grid-page)
(wrap-implied-route-param :status :invoice-status/paid))
::route/unpaid-page (-> (helper/page-route grid-page)
(wrap-implied-route-param :status :invoice-status/unpaid))
::route/voided-page (-> (helper/page-route grid-page)
(wrap-implied-route-param :status :invoice-status/voided))
::route/pay-button (-> pay-button
(wrap-schema-enforce :query-schema query-schema))
::route/delete (-> delete
(wrap-entity [:route-params :db/id] default-read)
(wrap-schema-enforce :route-params [:map [:db/id entity-id]]))
::route/bulk-delete-confirm (-> bulk-delete-dialog-confirm
(wrap-schema-enforce :form-schema query-schema)
(wrap-admin))
::route/bulk-delete (-> bulk-delete-dialog
(wrap-admin))
::route/pay-wizard (-> mm/open-wizard-handler
(mm/wrap-wizard pay-wizard)
(mm/wrap-init-multi-form-state initial-pay-wizard-state))
::route/pay-submit (-> mm/submit-handler
(mm/wrap-wizard pay-wizard)
(mm/wrap-decode-multi-form-state))
::route/pay-wizard-navigate
(-> mm/next-handler
(mm/wrap-wizard pay-wizard)
(mm/wrap-decode-multi-form-state))
::route/table (helper/table-route grid-page)}
(merge new-invoice-wizard/key->handler))
(fn [h]
(-> h
(wrap-status-from-source)
(wrap-apply-sort grid-page)
(wrap-schema-enforce :query-schema query-schema)
(wrap-merge-prior-hx)
(wrap-client-redirect-unauthenticated)))))