348 lines
17 KiB
Clojure
348 lines
17 KiB
Clojure
(ns auto-ap.ssr.transaction.bulk-code
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(:require
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[auto-ap.datomic
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:refer [audit-transact-batch conn pull-attr pull-many]]
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[auto-ap.logging :as alog]
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[auto-ap.permissions :refer [wrap-must]]
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[auto-ap.query-params :refer [wrap-copy-qp-pqp]]
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[auto-ap.routes.transactions :as route]
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[auto-ap.routes.utils :refer [wrap-client-redirect-unauthenticated]]
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[auto-ap.rule-matching :as rm]
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[auto-ap.ssr-routes :as ssr-routes]
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[auto-ap.ssr.common-handlers :refer [add-new-entity-handler]]
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[auto-ap.ssr.components :as com]
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[auto-ap.ssr.components.multi-modal :as mm :refer [wrap-wizard]]
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[auto-ap.ssr.form-cursor :as fc]
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[auto-ap.ssr.grid-page-helper :refer [wrap-apply-sort]]
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[auto-ap.ssr.hx :as hx]
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[auto-ap.ssr.ledger :refer [wrap-ensure-bank-account-belongs]]
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[auto-ap.ssr.svg :as svg]
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[auto-ap.ssr.transaction.common :refer [grid-page query-schema
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selected->ids
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wrap-status-from-source]]
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[auto-ap.ssr.transaction.edit :as edit :refer [account-typeahead*
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location-select*]]
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[auto-ap.ssr.utils
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:refer [apply-middleware-to-all-handlers entity-id
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form-validation-error html-response percentage
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ref->enum-schema wrap-merge-prior-hx wrap-schema-enforce]]
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[bidi.bidi :as bidi]
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[datomic.api :as dc]
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[iol-ion.query :refer [dollars=]]
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[iol-ion.tx :refer [random-tempid]]
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[malli.core :as mc]))
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(defn transaction-account-row* [{:keys [value client-id]}]
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(com/data-grid-row
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(-> {:x-data (hx/json {:show (boolean (not (fc/field-value (:new? value))))
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:accountId (fc/field-value (:account value))})
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:data-key "show"
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:x-ref "p"}
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hx/alpine-mount-then-appear)
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(fc/with-field :db/id
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(com/hidden {:name (fc/field-name)
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:value (fc/field-value)}))
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(fc/with-field :account
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(com/data-grid-cell
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{}
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(com/validated-field
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{:errors (fc/field-errors)}
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(account-typeahead* {:value (fc/field-value)
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:client-id client-id
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:name (fc/field-name)
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:x-model "accountId"}))))
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(fc/with-field :location
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(com/data-grid-cell
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{}
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(com/validated-field
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{:errors (fc/field-errors)
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:x-hx-val:account-id "accountId"
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:hx-vals (hx/json (cond-> {:name (fc/field-name) }
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client-id (assoc :client-id client-id)))
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:x-dispatch:changed "accountId"
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:hx-trigger "changed"
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:hx-get (bidi/path-for ssr-routes/only-routes ::route/location-select)
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:hx-target "find *"
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:hx-swap "outerHTML"}
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(location-select* {:name (fc/field-name)
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:account-location (:account/location (cond->> (:account @value)
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(nat-int? (:account @value)) (dc/pull (dc/db conn)
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'[:account/location])))
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:client-locations (pull-attr (dc/db conn) :client/locations client-id)
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:value (fc/field-value)}))))
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(fc/with-field :percentage
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(com/data-grid-cell
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{}
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(com/validated-field
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{:errors (fc/field-errors)}
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(com/money-input {:name (fc/field-name)
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:class "w-16"
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:value (some-> (fc/field-value)
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(* 100)
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(long))}))))
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(com/data-grid-cell {:class "align-top"}
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(com/a-icon-button {"@click.prevent.stop" "show=false; setTimeout(() => $refs.p.remove(), 500)"} svg/x))))
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(defn initial-bulk-edit-state [request]
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(mm/->MultiStepFormState {:search-params (:query-params request)
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:accounts []}
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[]
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{:search-params (:query-params request)
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:accounts []}))
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(defn all-ids-not-locked
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"Filters transaction IDs to only those that aren't locked (client locked date earlier than transaction date)"
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[all-ids]
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(->> all-ids
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(dc/q '[:find ?t
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:in $ [?t ...]
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:where
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[?t :transaction/client ?c]
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[(get-else $ ?c :client/locked-until #inst "2000-01-01") ?lu]
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[?t :transaction/date ?d]
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[(>= ?d ?lu)]]
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(dc/db conn))
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(map first)))
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(def bulk-code-schema
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(mc/schema [:map
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[:vendor {:optional true} [:maybe entity-id]]
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[:approval-status {:optional true} [:maybe (ref->enum-schema "transaction-approval-status")] ]
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[:accounts {:optional true}
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[:maybe
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[:vector {:coerce? true}
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[:map [:account entity-id]
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[:location [:string {:min 1 :error/message "required"}]]
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[:percentage percentage]]]] ]]))
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(defn maybe-code-accounts [transaction account-rules valid-locations]
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(with-precision 2
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(let [accounts (vec (mapcat
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(fn [ar]
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(let [cents-to-distribute (int (Math/round (Math/abs (* (:percentage ar)
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(:transaction/amount transaction)
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100))))]
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(if (= "Shared" (:location ar))
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(->> valid-locations
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(map
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(fn [cents location]
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{:db/id (random-tempid)
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:transaction-account/account (:account ar)
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:transaction-account/amount (* 0.01 cents)
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:transaction-account/location location})
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(rm/spread-cents cents-to-distribute (count valid-locations))))
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[(cond-> {:db/id (random-tempid)
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:transaction-account/account (:account ar)
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:transaction-account/amount (* 0.01 cents-to-distribute)}
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(:location ar) (assoc :transaction-account/location (:location ar)))])))
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account-rules))
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accounts (mapv
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(fn [a]
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(update a :transaction-account/amount
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#(with-precision 2
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(double (.setScale (bigdec %) 2 java.math.RoundingMode/HALF_UP)))))
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accounts)
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leftover (with-precision 2 (.round (bigdec (- (Math/abs (:transaction/amount transaction))
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(Math/abs (reduce + 0.0 (map #(:transaction-account/amount %) accounts)))))
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*math-context*))
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accounts (if (seq accounts)
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(update-in accounts [(dec (count accounts)) :transaction-account/amount] #(+ % (double leftover)))
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[])]
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accounts)))
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(defrecord AccountsStep [linear-wizard]
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mm/ModalWizardStep
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(step-name [_]
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"Bulk Code")
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(step-key [_]
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:accounts)
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(edit-path [_ _]
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[])
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(step-schema [_]
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(mm/form-schema linear-wizard))
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(render-step [this {{:keys [snapshot] :as multi-form-state} :multi-form-state :as request}]
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(let [_ (alog/peek ::SEARCH_PARAMS (:search-params snapshot))
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selected-ids (selected->ids (assoc request :query-params (:search-params snapshot)) (:search-params snapshot))
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all-ids (all-ids-not-locked selected-ids)]
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(mm/default-render-step
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linear-wizard this
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:head [:div.p-2 "Bulk editing " (count all-ids) " transactions"]
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:body (mm/default-step-body
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{}
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[:div
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#_(com/hidden {:name "ids" :value (pr-str ids)})
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[:div.space-y-4.p-4
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[:div.grid.grid-cols-2.gap-4
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;; Vendor field
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[:div
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(fc/with-field :vendor
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(com/validated-field {:label "Vendor"
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:errors (fc/field-errors)}
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(com/typeahead {:name (fc/field-name)
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:placeholder "Search for vendor..."
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:url (bidi/path-for ssr-routes/only-routes :vendor-search)
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:content-fn (fn [c] (pull-attr (dc/db conn) :vendor/name c))})))]
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;; Status field
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[:div
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(fc/with-field :approval-status
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(com/validated-field {:label "Status"
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:errors (fc/field-errors)}
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(com/select {:name (fc/field-name)
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:options [["" "No Change"]
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["approved" "Approved"]
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["unapproved" "Unapproved"]
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["suppressed" "Suppressed"]
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["requires_feedback" "Requires Feedback"]]})))]
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;; Accounts section
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[:div.col-span-2.pt-4
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[:h3.text-lg.font-medium.mb-3 "Expense Accounts"]
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[:div.space-y-3#account-entries
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(fc/with-field :accounts
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(com/validated-field
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{:errors (fc/field-errors)}
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(com/data-grid {:headers [(com/data-grid-header {} "Account")
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(com/data-grid-header {:class "w-32"} "Location")
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(com/data-grid-header {:class "w-16"} "$")
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(com/data-grid-header {:class "w-16"})]}
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(fc/cursor-map #(transaction-account-row* {:value %}))
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(com/data-grid-new-row {:colspan 4
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:hx-get (bidi/path-for ssr-routes/only-routes
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::route/bulk-code-new-account)
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:row-offset 0
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:index (count (fc/field-value))}
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"New account")
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)))
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;; Button to add more accounts
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]]]]])
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:footer
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(mm/default-step-footer linear-wizard this :validation-route ::route/new-wizard-navigate
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:next-button (com/button {:color :primary :x-ref "next" :class "w-32"} "Save"))
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:validation-route ::route/new-wizard-navigate))))
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(defn assert-percentages-add-up [{:keys [accounts]}]
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(let [account-total (reduce + 0 (map (fn [x] (:percentage x)) accounts))]
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(when-not (dollars= 1.0 account-total)
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(form-validation-error (str "Expense account total (" account-total ") does not equal 100%")))))
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(defrecord BulkCodeWizard [_ current-step]
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mm/LinearModalWizard
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(hydrate-from-request
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[this request]
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this)
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(navigate [this step-key]
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(assoc this :current-step step-key))
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(get-current-step [this]
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(if current-step
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(mm/get-step this current-step)
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(mm/get-step this :accounts)))
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(render-wizard [this {:keys [multi-form-state] :as request}]
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(mm/default-render-wizard
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this request
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:form-params
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(-> mm/default-form-props
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(assoc :hx-put
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(str (bidi/path-for ssr-routes/only-routes ::route/bulk-code-submit))))
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:render-timeline? false))
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(steps [_]
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[:accounts])
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(get-step [this step-key]
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(let [step-key-result (mc/parse mm/step-key-schema step-key)
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[step-key-type step-key] step-key-result]
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(get {:accounts (->AccountsStep this)}
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step-key)))
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(form-schema [_]
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bulk-code-schema)
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(submit [this {:keys [multi-form-state request-method identity] :as request}]
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(let [ ids (selected->ids (assoc request :query-params (:search-params (:snapshot multi-form-state))) (:search-params (:snapshot multi-form-state)))
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all-ids (all-ids-not-locked ids)
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vendor (-> request :multi-form-state :snapshot :vendor)
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approval-status (-> request :multi-form-state :snapshot :approval-status)
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accounts (-> request :multi-form-state :snapshot :accounts) ]
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(when (seq accounts)
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(assert-percentages-add-up (:snapshot multi-form-state)))
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(alog/peek ::ACCOUNTS (-> request :multi-form-state :snapshot))
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;; Get transactions and filter for locked ones
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(let [db (dc/db conn)
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transactions (pull-many db [:db/id :transaction/amount {:transaction/client [:db/id]}] (vec all-ids))
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;; Get client locations
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client->locations (->> (map (comp :db/id :transaction/client) transactions)
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(distinct)
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(dc/q '[:find (pull ?e [:db/id :client/locations])
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:in $ [?e ...]]
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db)
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(map (fn [[client]]
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[(:db/id client) (:client/locations client)]))
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(into {}))]
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(audit-transact-batch
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(map (fn [t]
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(let [locations (client->locations (-> t :transaction/client :db/id))]
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[:upsert-transaction (cond-> t
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approval-status
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(assoc :transaction/approval-status approval-status)
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vendor
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(assoc :transaction/vendor vendor)
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(seq accounts)
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(assoc :transaction/accounts
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(maybe-code-accounts t accounts locations)))]))
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transactions)
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(:identity request))
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;; Return success modal
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(html-response
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(com/success-modal {:title "Transactions Coded"}
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[:p (str "Successfully coded " (count all-ids) " transactions.")])
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:headers {"hx-trigger" "refreshTable"})))))
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(def bulk-code-wizard (->BulkCodeWizard nil nil))
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(def key->handler
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(apply-middleware-to-all-handlers
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{::route/bulk-code (-> mm/open-wizard-handler
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(mm/wrap-wizard bulk-code-wizard)
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(mm/wrap-init-multi-form-state initial-bulk-edit-state))
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::route/bulk-code-new-account (->
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(add-new-entity-handler [:step-params :accounts]
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(fn render [cursor request]
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(transaction-account-row*
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{:value cursor}))
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(fn build-new-row [base _]
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(assoc base :location "Shared")))
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(wrap-schema-enforce :query-schema [:map
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[:client-id {:optional true}
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[:maybe entity-id]]]))
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::route/bulk-code-submit (-> mm/submit-handler
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(wrap-wizard bulk-code-wizard)
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(mm/wrap-decode-multi-form-state))}
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(fn [h]
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(-> h
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(wrap-copy-qp-pqp)
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(wrap-ensure-bank-account-belongs)
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(wrap-status-from-source)
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(wrap-apply-sort grid-page)
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(wrap-merge-prior-hx)
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(wrap-schema-enforce :query-schema query-schema)
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(wrap-schema-enforce :hx-schema query-schema)
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(wrap-must {:activity :bulk-code :subject :transaction})
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(wrap-client-redirect-unauthenticated))))) |