1078 lines
55 KiB
Clojure
1078 lines
55 KiB
Clojure
(ns auto-ap.ssr.transaction.edit
|
|
(:require
|
|
[auto-ap.client-routes :as client-routes]
|
|
[auto-ap.datomic
|
|
:refer [audit-transact conn pull-attr pull-ref]]
|
|
[auto-ap.datomic.accounts :as d-accounts]
|
|
[auto-ap.datomic.checks :as d-checks]
|
|
[auto-ap.datomic.invoices :as d-invoices]
|
|
[auto-ap.datomic.transactions :as d-transactions]
|
|
[auto-ap.graphql.utils :refer [assert-can-see-client assert-not-locked
|
|
exception->4xx]]
|
|
[auto-ap.import.transactions :as i-transactions]
|
|
[auto-ap.logging :as alog]
|
|
[auto-ap.routes.transactions :as route]
|
|
[auto-ap.routes.utils
|
|
:refer [wrap-client-redirect-unauthenticated]]
|
|
[auto-ap.rule-matching :as rm]
|
|
[auto-ap.solr :as solr]
|
|
[auto-ap.ssr-routes :as ssr-routes]
|
|
[auto-ap.ssr.common-handlers :refer [add-new-entity-handler]]
|
|
[auto-ap.ssr.components :as com]
|
|
[auto-ap.ssr.components.multi-modal :as mm]
|
|
[auto-ap.ssr.form-cursor :as fc]
|
|
[auto-ap.ssr.hx :as hx]
|
|
[auto-ap.ssr.svg :as svg]
|
|
[auto-ap.ssr.utils
|
|
:refer [->db-id apply-middleware-to-all-handlers check-allowance
|
|
check-location-belongs entity-id html-response
|
|
ref->enum-schema strip wrap-schema-enforce]]
|
|
[auto-ap.time :as atime]
|
|
[bidi.bidi :as bidi]
|
|
[clj-time.coerce :as coerce]
|
|
[datomic.api :as dc]
|
|
[hiccup.util :as hu]
|
|
[iol-ion.query :refer [dollars=]]
|
|
[iol-ion.tx :refer [random-tempid]]
|
|
[malli.core :as mc]
|
|
[malli.util :as mut]))
|
|
|
|
(def transaction-approval-status
|
|
{:transaction-approval-status/unapproved "Unapproved"
|
|
:transaction-approval-status/approved "Approved"
|
|
:transaction-approval-status/suppressed "Suppressed"})
|
|
|
|
(defn get-vendor [vendor-id]
|
|
(dc/pull
|
|
(dc/db conn)
|
|
[:vendor/terms
|
|
:vendor/automatically-paid-when-due
|
|
{:vendor/default-account d-accounts/default-read
|
|
:vendor/account-overrides
|
|
[:vendor-account-override/client
|
|
{:vendor-account-override/account d-accounts/default-read}]}
|
|
{:vendor/terms-overrides
|
|
[:vendor-terms-override/client :vendor-terms-override/terms]}]
|
|
vendor-id))
|
|
|
|
(defn check-vendor-default-account [vendor-id]
|
|
(some? (:vendor/default-account (get-vendor vendor-id))))
|
|
|
|
(def edit-form-schema
|
|
[:map
|
|
[:db/id {:optional true} [:maybe entity-id]]
|
|
[:transaction/client {:optional true} [:maybe entity-id]]
|
|
[:transaction/vendor {:optional true} [:maybe entity-id]]
|
|
[:transaction/memo {:optional true} [:maybe [:string {:decode/string strip}]]]
|
|
[:transaction/approval-status {:optional true} [:maybe (ref->enum-schema "transaction-approval-status")]]
|
|
[:transaction/accounts
|
|
[:vector {:coerce? true}
|
|
[:and
|
|
[:map
|
|
[:transaction-account/account [:and entity-id
|
|
[:fn {:error/message "Not an allowed account."}
|
|
#(check-allowance % :account/invoice-allowance)]]]
|
|
[:transaction-account/location :string]
|
|
[:transaction-account/amount :double]]
|
|
[:fn {:error/fn (fn [r x] (:type r))
|
|
:error/path [:transaction-account/location]}
|
|
(fn [iea]
|
|
(check-location-belongs (:transaction-account/location iea)
|
|
(:transaction-account/account iea)))]]]]
|
|
])
|
|
|
|
(defn clientize-vendor [{:vendor/keys [terms-overrides automatically-paid-when-due default-account account-overrides] :as vendor} client-id]
|
|
(if (nil? vendor)
|
|
nil
|
|
(let [terms-override (->> terms-overrides
|
|
(filter (fn [to]
|
|
(= (->db-id (:vendor-terms-override/client to))
|
|
client-id)))
|
|
(map :vendor-terms-override/terms)
|
|
first)
|
|
account (or (->> account-overrides
|
|
(filter (fn [to]
|
|
(= (->db-id (:vendor-account-override/client to))
|
|
client-id)))
|
|
(map :vendor-account-override/account)
|
|
first)
|
|
default-account)
|
|
account (d-accounts/clientize account client-id)
|
|
|
|
automatically-paid-when-due (->> automatically-paid-when-due
|
|
(filter (fn [to]
|
|
(= (->db-id to)
|
|
client-id)))
|
|
seq
|
|
boolean)
|
|
vendor (cond-> vendor
|
|
terms-override (assoc :vendor/terms terms-override)
|
|
true (assoc :vendor/automatically-paid-when-due automatically-paid-when-due
|
|
:vendor/default-account account)
|
|
true (dissoc :vendor/account-overrides :vendor/terms-overrides))]
|
|
vendor)))
|
|
|
|
(defn location-select*
|
|
[{:keys [name account-location client-locations value]}]
|
|
(let [options (into (cond account-location
|
|
[[account-location account-location]]
|
|
|
|
(seq client-locations)
|
|
(into [["Shared" "Shared"]]
|
|
(for [cl client-locations]
|
|
[cl cl]))
|
|
:else
|
|
[["Shared" "Shared"]]))]
|
|
(com/select {:options options
|
|
:name name
|
|
:value (ffirst options)
|
|
:class "w-full"})))
|
|
|
|
(defn account-typeahead*
|
|
[{:keys [name value client-id x-model]}]
|
|
[:div.flex.flex-col
|
|
(com/typeahead {:name name
|
|
:placeholder "Search..."
|
|
:url (hu/url (bidi/path-for ssr-routes/only-routes :account-search)
|
|
{:client-id client-id
|
|
:purpose "invoice"})
|
|
:id name
|
|
:x-model x-model
|
|
:value value
|
|
:content-fn (fn [value]
|
|
(:account/name (d-accounts/clientize (dc/pull (dc/db conn) d-accounts/default-read value)
|
|
client-id)))})])
|
|
|
|
(defn- transaction-account-row* [{:keys [value client-id]}]
|
|
(com/data-grid-row
|
|
(-> {:x-data (hx/json {:show (boolean (not (fc/field-value (:new? value))))
|
|
:accountId (fc/field-value (:transaction-account/account value))})
|
|
:data-key "show"
|
|
:x-ref "p"}
|
|
hx/alpine-mount-then-appear)
|
|
(fc/with-field :db/id
|
|
(com/hidden {:name (fc/field-name)
|
|
:value (fc/field-value)}))
|
|
(fc/with-field :transaction-account/account
|
|
(com/data-grid-cell
|
|
{}
|
|
(com/validated-field
|
|
{:errors (fc/field-errors)}
|
|
(account-typeahead* {:value (fc/field-value)
|
|
:client-id client-id
|
|
:name (fc/field-name)
|
|
:x-model "accountId"}))))
|
|
(fc/with-field :transaction-account/location
|
|
(com/data-grid-cell
|
|
{}
|
|
(com/validated-field
|
|
{:errors (fc/field-errors)
|
|
:x-hx-val:account-id "accountId"
|
|
:hx-vals (hx/json {:name (fc/field-name)
|
|
:client-id client-id})
|
|
:x-dispatch:changed "accountId"
|
|
:hx-trigger "changed"
|
|
:hx-get (bidi/path-for ssr-routes/only-routes ::route/location-select)
|
|
:hx-target "find *"
|
|
:hx-swap "outerHTML"}
|
|
(location-select* {:name (fc/field-name)
|
|
:account-location (:account/location (cond->> (:transaction-account/account @value)
|
|
(nat-int? (:transaction-account/account @value)) (dc/pull (dc/db conn)
|
|
'[:account/location])))
|
|
:client-locations (pull-attr (dc/db conn) :client/locations client-id)
|
|
:value (fc/field-value)}))))
|
|
(fc/with-field :transaction-account/amount
|
|
(com/data-grid-cell
|
|
{}
|
|
(com/validated-field
|
|
{:errors (fc/field-errors)}
|
|
(com/money-input {:name (fc/field-name)
|
|
:class "w-16 amount-field"
|
|
:value (fc/field-value)}))))
|
|
(com/data-grid-cell {:class "align-top"}
|
|
(com/a-icon-button {"@click.prevent.stop" "show=false; setTimeout(() => $refs.p.remove(), 500)"} svg/x))))
|
|
|
|
(defn location-select [{{:keys [name account-id client-id value] :as qp} :query-params}]
|
|
(html-response (location-select* {:name name
|
|
:value value
|
|
:account-location (some->> account-id
|
|
(pull-attr (dc/db conn) :account/location))
|
|
:client-locations (some->> client-id
|
|
(pull-attr (dc/db conn) :client/locations))})))
|
|
|
|
(defn account-total* [request]
|
|
(let [total (->> (-> request
|
|
:multi-form-state
|
|
:step-params
|
|
:transaction/accounts)
|
|
(map (fnil :transaction-account/amount 0.0))
|
|
(filter number?)
|
|
(reduce + 0.0))]
|
|
(format "$%,.2f" total)))
|
|
|
|
(defn account-balance* [request]
|
|
(let [total (->> (-> request
|
|
:multi-form-state
|
|
:step-params
|
|
:transaction/accounts)
|
|
(map (fnil :transaction-account/amount 0.0))
|
|
(filter number?)
|
|
(reduce + 0.0))
|
|
balance (-
|
|
(Math/abs (-> request :multi-form-state :snapshot :transaction/amount))
|
|
total)]
|
|
[:span {:class (when-not (dollars= 0.0 balance)
|
|
"text-red-300")}
|
|
(format "$%,.2f" balance)]))
|
|
|
|
(defn account-total [request]
|
|
(html-response (account-total* request)))
|
|
|
|
(defn account-balance [request]
|
|
(html-response (account-balance* request)))
|
|
|
|
(defn wrap-schema [s]
|
|
[:and s
|
|
[:fn (fn [{:transaction/keys [accounts approval-status]}]
|
|
(or (not= approval-status :approved)
|
|
(seq accounts)))]])
|
|
(defrecord BasicDetailsStep [linear-wizard]
|
|
mm/ModalWizardStep
|
|
(step-name [_]
|
|
"Basic Details")
|
|
(step-key [_]
|
|
:basic-details)
|
|
|
|
(edit-path [_ _]
|
|
[])
|
|
|
|
(step-schema [_]
|
|
(wrap-schema (mut/select-keys (mm/form-schema linear-wizard) #{:transaction/client :transaction/vendor :transaction/memo :transaction/approval-status :db/id})))
|
|
|
|
(render-step
|
|
[this {:keys [multi-form-state] :as request}]
|
|
(let [extant? (mm/get-mfs-field multi-form-state :db/id)
|
|
tx (d-transactions/get-by-id extant?)]
|
|
(alog/info ::TRANSACTION :i multi-form-state)
|
|
(mm/default-render-step
|
|
linear-wizard this
|
|
:head [:div.p-2 (if extant?
|
|
"Edit transaction"
|
|
"New transaction")]
|
|
:body (mm/default-step-body
|
|
{}
|
|
[:div {:x-data (hx/json {:clientId (or (fc/field-value (:transaction/client fc/*current*))
|
|
(:db/id (:client request)))
|
|
:vendorId (fc/field-value (:transaction/vendor fc/*current*))})}
|
|
(fc/with-field :db/id
|
|
(when extant?
|
|
(com/hidden {:name (fc/field-name)
|
|
:value (fc/field-value)})))
|
|
|
|
(fc/with-field :transaction/client
|
|
(if (or (:client request) extant?)
|
|
(com/hidden {:name (fc/field-name)
|
|
:value (or (mm/get-mfs-field multi-form-state :transaction/client)
|
|
(:db/id (:client request)))})
|
|
(com/validated-field
|
|
{:label "Client"
|
|
:errors (fc/field-errors)}
|
|
[:div.w-96
|
|
(com/typeahead {:name (fc/field-name)
|
|
:error? (fc/error?)
|
|
:class "w-96"
|
|
:placeholder "Search..."
|
|
:url (bidi/path-for ssr-routes/only-routes :company-search)
|
|
:value (fc/field-value)
|
|
:content-fn (fn [c] (pull-attr (dc/db conn) :client/name c))
|
|
:x-model "clientId"})])))
|
|
(fc/with-field :transaction/vendor
|
|
(com/validated-field
|
|
{:label "Vendor"
|
|
:errors (fc/field-errors)}
|
|
[:div.w-96
|
|
(com/typeahead {:name (fc/field-name)
|
|
:error? (fc/error?)
|
|
:class "w-96"
|
|
:placeholder "Search..."
|
|
:url (bidi/path-for ssr-routes/only-routes :vendor-search)
|
|
:value (fc/field-value)
|
|
:content-fn (fn [c] (pull-attr (dc/db conn) :vendor/name c))
|
|
:x-model "vendorId"})]))
|
|
[:div.mb-4
|
|
[:span.text-sm.text-gray-500 "Can't find the vendor? "
|
|
(com/link {:href (bidi.bidi/path-for
|
|
client-routes/routes
|
|
:new-vendor)
|
|
:target "new"}
|
|
"Add new vendor")
|
|
" in a new window, then return here."]]
|
|
|
|
(fc/with-field :transaction/memo
|
|
(com/validated-field
|
|
{:label "Memo"
|
|
:errors (fc/field-errors)}
|
|
[:div.w-96
|
|
(com/text-input {:value (-> (fc/field-value))
|
|
:name (fc/field-name)
|
|
:error? (fc/field-errors)
|
|
:placeholder "Optional note"})]))
|
|
|
|
(fc/with-field :transaction/approval-status
|
|
(com/validated-field
|
|
{:label "Status"
|
|
:errors (fc/field-errors)}
|
|
(com/radio-card {:options (mapv (fn [[k v]] {:value (name k) :content v})
|
|
transaction-approval-status)
|
|
:value (name (or (fc/field-value) :transaction-approval-status/unapproved))
|
|
:name (fc/field-name)})))])
|
|
:footer
|
|
(mm/default-step-footer linear-wizard this :validation-route ::route/edit-wizard-navigate
|
|
#_#_:next-button (com/button {:color :primary :x-ref "next" :class "w-32"
|
|
:hx-put (bidi.bidi/path-for ssr-routes/only-routes
|
|
::route/edit-wizard-navigate)} "Next"))
|
|
:validation-route ::route/edit-wizard-navigate)))
|
|
|
|
mm/Initializable
|
|
(init-step-params
|
|
[_ current request]
|
|
(:step-params current)))
|
|
|
|
(defrecord AccountsStep [linear-wizard]
|
|
mm/ModalWizardStep
|
|
(step-name [_]
|
|
"Expense Accounts")
|
|
(step-key [_]
|
|
:accounts)
|
|
|
|
(edit-path [_ _]
|
|
[])
|
|
|
|
(step-schema [_]
|
|
(mut/select-keys (mm/form-schema linear-wizard) #{:transaction/accounts}))
|
|
|
|
(render-step [this {{:keys [snapshot] :as multi-form-state} :multi-form-state :as request}]
|
|
(mm/default-render-step
|
|
linear-wizard this
|
|
:head [:div.p-2 "Transaction accounts "]
|
|
:body (mm/default-step-body
|
|
{}
|
|
[:div {}
|
|
(pull-attr (dc/db conn) :client/name (:transaction/client snapshot))
|
|
(fc/with-field :transaction/accounts
|
|
(com/validated-field
|
|
{:errors (fc/field-errors)}
|
|
(com/data-grid {:headers [(com/data-grid-header {} "Account")
|
|
(com/data-grid-header {:class "w-32"} "Location")
|
|
(com/data-grid-header {:class "w-16"} "$")
|
|
(com/data-grid-header {:class "w-16"})]}
|
|
(fc/cursor-map #(transaction-account-row* {:value %
|
|
:client-id (:transaction/client snapshot)}))
|
|
|
|
(com/data-grid-new-row {:colspan 4
|
|
:hx-get (bidi/path-for ssr-routes/only-routes
|
|
::route/edit-wizard-new-account)
|
|
:row-offset 0
|
|
:index (count (fc/field-value))
|
|
:tr-params {:hx-vals (hx/json {:client-id (:transaction/client snapshot)})}}
|
|
"New account")
|
|
(com/data-grid-row {}
|
|
(com/data-grid-cell {})
|
|
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TOTAL"])
|
|
(com/data-grid-cell {:id "total"
|
|
:class "text-right"
|
|
:hx-trigger "change from:closest form target:.amount-field"
|
|
:hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-total)
|
|
:hx-target "this"
|
|
:hx-swap "innerHTML"}
|
|
(account-total* request))
|
|
(com/data-grid-cell {}))
|
|
|
|
(com/data-grid-row {}
|
|
(com/data-grid-cell {})
|
|
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "BALANCE"])
|
|
(com/data-grid-cell {:id "total"
|
|
:class "text-right"
|
|
:hx-trigger "change from:closest form target:.amount-field"
|
|
:hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-balance)
|
|
:hx-target "this"
|
|
:hx-swap "innerHTML"}
|
|
(account-balance* request))
|
|
(com/data-grid-cell {}))
|
|
|
|
(com/data-grid-row {}
|
|
|
|
(com/data-grid-cell {})
|
|
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TRANSACTION TOTAL"])
|
|
(com/data-grid-cell {:class "text-right"}
|
|
(format "$%,.2f" (Math/abs (:transaction/amount snapshot))))
|
|
(com/data-grid-cell {})))))])
|
|
:footer
|
|
(mm/default-step-footer linear-wizard this :validation-route ::route/edit-wizard-navigate
|
|
:next-button (com/button {:color :primary :x-ref "next" :class "w-32"} "Save"))
|
|
:validation-route ::route/edit-wizard-navigate))
|
|
|
|
mm/Initializable
|
|
(init-step-params
|
|
[_ current request]
|
|
(if (not (seq (:transaction/accounts (:step-params current))))
|
|
(let [tx (d-transactions/get-by-id (->db-id (:db/id (:snapshot current))))
|
|
client-id (-> tx :transaction/client :db/id)
|
|
vendor (:transaction/vendor tx)
|
|
vendor-id (when vendor (:db/id vendor))]
|
|
(assoc (:step-params current) :transaction/accounts
|
|
(if (seq (:transaction/accounts tx))
|
|
;; If the transaction already has accounts, use them
|
|
(mapv (fn [account]
|
|
{:db/id (random-tempid)
|
|
:transaction-account/account (-> account :transaction-account/account :db/id)
|
|
:transaction-account/location (:transaction-account/location account)
|
|
:transaction-account/amount (:transaction-account/amount account)})
|
|
(:transaction/accounts tx))
|
|
;; Otherwise, if we have a vendor, use its default account
|
|
(if vendor-id
|
|
[{:db/id (random-tempid)
|
|
:transaction-account/location "Shared"
|
|
:transaction-account/account (:db/id (:vendor/default-account (clientize-vendor (get-vendor vendor-id)
|
|
client-id)))
|
|
:transaction-account/amount (Math/abs (:transaction/amount tx))}]
|
|
;; If no vendor and no accounts, start with an empty list
|
|
[]))))
|
|
(:step-params current))))
|
|
|
|
|
|
|
|
(defn get-available-payments [request]
|
|
(let [tx-id (or (-> request :multi-form-state :snapshot :db/id)
|
|
(get-in request [:route-params :db/id]))
|
|
tx (when tx-id (d-transactions/get-by-id tx-id))
|
|
client-id (or (get-in request [:multi-form-state :snapshot :transaction/client])
|
|
(get-in request [:client :db/id]))
|
|
payments (when client-id
|
|
(dc/q '[:find [(pull ?p [:db/id :payment/invoice-number :payment/amount :payment/date
|
|
{:payment/vendor [:db/id :vendor/name]}]) ...]
|
|
:in $ ?client
|
|
:where
|
|
[?p :payment/client ?client]
|
|
[?p :payment/status :payment-status/pending]]
|
|
(dc/db conn)
|
|
client-id))]
|
|
(filter #(dollars= (Math/abs (:transaction/amount tx)) (:payment/amount %)) payments)))
|
|
|
|
(defn payment-matches-view [request]
|
|
(let [payments (get-available-payments request)]
|
|
[:div
|
|
(if (seq payments)
|
|
[:div
|
|
[:h3.text-lg.font-bold.mb-4 "Available Payments"]
|
|
[:div.space-y-2
|
|
(for [payment payments]
|
|
[:form.py-2.border-b.border-gray-200 {:hx-post (bidi/path-for ssr-routes/only-routes
|
|
::route/match-payment)
|
|
:hx-target "#modal-holder"
|
|
:hx-swap "outerHTML"}
|
|
(com/hidden {:name "transaction-id"
|
|
:value (get-in request [:multi-form-state :snapshot :db/id])})
|
|
(com/hidden {:name "payment-id"
|
|
:value (:db/id payment)})
|
|
[:div.flex.justify-between.items-center
|
|
[:div.space-y-1
|
|
[:div.font-medium
|
|
(str (:payment/invoice-number payment) " - " (-> payment :payment/vendor :vendor/name))]
|
|
[:div.text-sm.text-gray-600
|
|
(str "Amount: $" (format "%.2f" (:payment/amount payment)))
|
|
" • "
|
|
(str "Date: " (some-> payment :payment/date coerce/to-date-time (atime/unparse-local atime/normal-date)))]]
|
|
(com/button {:color :primary :size :small} "Match")]])]]
|
|
[:div.text-center.py-4.text-gray-500 "No matching payments available for this transaction."])]))
|
|
|
|
(defn get-available-autopay-invoices [request]
|
|
(let [tx-id (or (-> request :multi-form-state :snapshot :db/id)
|
|
(get-in request [:route-params :db/id]))
|
|
tx (when tx-id (d-transactions/get-by-id tx-id))
|
|
client-id (or (get-in request [:multi-form-state :snapshot :transaction/client])
|
|
(get-in request [:client :db/id]))
|
|
matches-set (when (and tx client-id)
|
|
(i-transactions/match-transaction-to-unfulfilled-autopayments
|
|
(:transaction/amount tx)
|
|
client-id))]
|
|
(when matches-set
|
|
(for [matches matches-set]
|
|
(for [[_ invoice-id] matches]
|
|
(d-invoices/get-by-id invoice-id))))))
|
|
|
|
(defn autopay-invoices-view [request]
|
|
(let [invoice-matches (get-available-autopay-invoices request)]
|
|
[:div
|
|
(if (seq invoice-matches)
|
|
[:div
|
|
[:h3.text-lg.font-bold.mb-4 "Available Autopay Invoices"]
|
|
[:div.space-y-4
|
|
(for [match-group invoice-matches]
|
|
[:form.border.border-gray-200.rounded.p-4 {:hx-post (bidi/path-for ssr-routes/only-routes
|
|
::route/match-autopay-invoices)
|
|
:hx-target "#modal-holder"
|
|
:hx-swap "outerHTML"}
|
|
(com/hidden {:name "transaction-id"
|
|
:value (get-in request [:multi-form-state :snapshot :db/id])})
|
|
[:div.space-y-3
|
|
[:div.text-sm.font-medium "Match with these invoices:"]
|
|
(for [invoice match-group]
|
|
[:div.flex.justify-between.items-center.py-2.border-b.border-gray-100
|
|
[:div
|
|
[:div.font-medium (:invoice/invoice-number invoice)]
|
|
[:div.text-sm.text-gray-600 (-> invoice :invoice/vendor :vendor/name)]]
|
|
[:div.text-right
|
|
[:div.font-medium (format "$%.2f" (:invoice/total invoice))]
|
|
(com/hidden {:name "autopay-invoice-ids[]" :value (:db/id invoice)})]])
|
|
[:div.flex.justify-end.mt-4
|
|
(com/button {:color :primary :size :small} "Match")]]])]]
|
|
[:div.text-center.py-4.text-gray-500 "No matching autopay invoices available for this transaction."])]))
|
|
|
|
(defn get-available-unpaid-invoices [request]
|
|
(let [tx-id (or (-> request :multi-form-state :snapshot :db/id)
|
|
(get-in request [:route-params :db/id]))
|
|
tx (when tx-id (d-transactions/get-by-id tx-id))
|
|
client-id (or (get-in request [:multi-form-state :snapshot :transaction/client])
|
|
(get-in request [:client :db/id]))
|
|
matches-set (when (and tx client-id)
|
|
(i-transactions/match-transaction-to-unpaid-invoices
|
|
(:transaction/amount tx)
|
|
client-id))]
|
|
(when matches-set
|
|
(for [matches matches-set]
|
|
(for [[_ invoice-id] matches]
|
|
(d-invoices/get-by-id invoice-id))))))
|
|
|
|
(defn unpaid-invoices-view [request]
|
|
(let [invoice-matches (get-available-unpaid-invoices request)]
|
|
[:div
|
|
(if (seq invoice-matches)
|
|
[:div
|
|
[:h3.text-lg.font-bold.mb-4 "Available Unpaid Invoices"]
|
|
[:div.space-y-4
|
|
(for [match-group invoice-matches]
|
|
[:form.border.border-gray-200.rounded.p-4 {:hx-post (bidi/path-for ssr-routes/only-routes
|
|
::route/match-unpaid-invoices)
|
|
:hx-target "#modal-holder"
|
|
:hx-swap "outerHTML"}
|
|
(com/hidden {:name "transaction-id"
|
|
:value (get-in request [:multi-form-state :snapshot :db/id])})
|
|
[:div.space-y-3
|
|
[:div.text-sm.font-medium "Match with these invoices:"]
|
|
(for [invoice match-group]
|
|
[:div.flex.justify-between.items-center.py-2.border-b.border-gray-100
|
|
[:div
|
|
[:div.font-medium (:invoice/invoice-number invoice)]
|
|
[:div.text-sm.text-gray-600 (-> invoice :invoice/vendor :vendor/name)]]
|
|
[:div.text-right
|
|
[:div.font-medium (format "$%.2f" (:invoice/outstanding-balance invoice))]
|
|
(com/hidden {:name "unpaid-invoice-ids[]" :value (:db/id invoice)})]])
|
|
[:div.flex.justify-end.mt-4
|
|
(com/button {:color :primary :size :small} "Match")]]])]]
|
|
[:div.text-center.py-4.text-gray-500 "No matching unpaid invoices available for this transaction."])]))
|
|
|
|
(defn get-available-rules [request]
|
|
(let [tx-id (or (-> request :multi-form-state :snapshot :db/id)
|
|
(get-in request [:route-params :db/id]))
|
|
tx (when tx-id (d-transactions/get-by-id tx-id))
|
|
patterns (dc/q '[:find ?r ?name ?pattern
|
|
:where
|
|
[?r :transaction-rule/description ?pattern]
|
|
[?r :transaction-rule/name ?name]]
|
|
(dc/db conn))]
|
|
(when tx
|
|
patterns
|
|
#_(filter (fn [[rule-id rule-name pattern]]
|
|
(rm/pattern-matches? pattern (:transaction/description-original tx)))
|
|
patterns))))
|
|
|
|
(defn transaction-rules-view [request]
|
|
(let [matching-rules (get-available-rules request)]
|
|
[:div
|
|
(if (seq matching-rules)
|
|
[:div
|
|
[:h3.text-lg.font-bold.mb-4 "Matching Transaction Rules"]
|
|
[:div.space-y-2
|
|
(for [[rule-id rule-name pattern] matching-rules]
|
|
[:form.py-2.border-b.border-gray-200 {:hx-post (bidi/path-for ssr-routes/only-routes
|
|
::route/apply-rule)
|
|
:hx-target "#modal-holder"
|
|
:hx-swap "outerHTML"}
|
|
(com/hidden {:name "transaction-id"
|
|
:value (get-in request [:multi-form-state :snapshot :db/id])})
|
|
(com/hidden {:name "rule-id"
|
|
:value rule-id})
|
|
[:div.flex.justify-between.items-center
|
|
[:div.space-y-1
|
|
[:div.font-medium rule-name]
|
|
[:div.text-sm.text-gray-600
|
|
(str "Pattern: " pattern)]]
|
|
(com/button {:color :primary :size :small} "Apply")]])]]
|
|
[:div.text-center.py-4.text-gray-500 "No matching rules found for this transaction."])]))
|
|
|
|
(defn payment-info-view [request]
|
|
(let [tx-id (or (-> request :multi-form-state :snapshot :db/id)
|
|
(get-in request [:route-params :db/id]))
|
|
tx (when tx-id (d-transactions/get-by-id tx-id))
|
|
payment (:transaction/payment tx)]
|
|
(when payment
|
|
[:div.my-4.p-4.bg-blue-50.rounded
|
|
[:h3.text-lg.font-bold.mb-2 "Linked Payment"]
|
|
[:div.space-y-2
|
|
[:div.flex.justify-between
|
|
[:div.font-medium "Payment #"]
|
|
[:div (:payment/invoice-number payment)]]
|
|
[:div.flex.justify-between
|
|
[:div.font-medium "Vendor"]
|
|
[:div (-> payment :payment/vendor :vendor/name)]]
|
|
[:div.flex.justify-between
|
|
[:div.font-medium "Amount"]
|
|
[:div (format "$%.2f" (:payment/amount payment))]]
|
|
[:div.flex.justify-between
|
|
[:div.font-medium "Status"]
|
|
[:div (-> payment :payment/status :db/ident name)]]
|
|
[:div.flex.justify-between
|
|
[:div.font-medium "Date"]
|
|
[:div (some-> payment :payment/date coerce/to-date-time (atime/unparse-local atime/normal-date))]]
|
|
[:div.mt-4
|
|
[:form {:hx-post (bidi/path-for ssr-routes/only-routes ::route/unlink-payment)
|
|
:hx-target "#modal-holder"
|
|
:hx-swap "outerHTML"
|
|
:hx-confirm "Are you sure you want to unlink this payment?"}
|
|
(com/hidden {:name "transaction-id" :value tx-id})
|
|
(com/button {:color :danger :size :small} "Unlink Payment")]]]])))
|
|
|
|
(defrecord LinksStep [linear-wizard]
|
|
mm/ModalWizardStep
|
|
(step-name [_]
|
|
"Links")
|
|
(step-key [_]
|
|
:links)
|
|
|
|
(edit-path [_ _]
|
|
[])
|
|
|
|
(step-schema [_]
|
|
[:map])
|
|
|
|
(render-step [this {{:keys [snapshot] :as multi-form-state} :multi-form-state :as request}]
|
|
(mm/default-render-step
|
|
linear-wizard this
|
|
:head [:div.p-2 "Transaction Links"]
|
|
:body (mm/default-step-body
|
|
{}
|
|
[:div
|
|
(payment-info-view request)
|
|
[:div.grid.grid-cols-2.gap-6
|
|
[:div
|
|
[:h2.text-xl.font-bold.mb-4 "Link to Payment"]
|
|
(payment-matches-view request)]
|
|
[:div
|
|
[:h2.text-xl.font-bold.mb-4 "Link to Invoices"]
|
|
(autopay-invoices-view request)
|
|
(unpaid-invoices-view request)]]
|
|
[:div.mt-8
|
|
[:h2.text-xl.font-bold.mb-4 "Apply Transaction Rules"]
|
|
(transaction-rules-view request)]])
|
|
:footer
|
|
(mm/default-step-footer linear-wizard this :validation-route ::route/edit-wizard-navigate
|
|
:next-button (com/button {:color :primary :x-ref "next" :class "w-32"} "Done"))
|
|
:validation-route ::route/edit-wizard-navigate)))
|
|
|
|
(defrecord EditWizard [_ current-step]
|
|
mm/LinearModalWizard
|
|
(hydrate-from-request
|
|
[this request]
|
|
this)
|
|
(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 :basic-details)))
|
|
(render-wizard [this {:keys [multi-form-state] :as request}]
|
|
(mm/default-render-wizard
|
|
this request
|
|
:form-params
|
|
(-> mm/default-form-props
|
|
(assoc :hx-post
|
|
(str (bidi/path-for ssr-routes/only-routes ::route/edit-submit))))
|
|
:render-timeline? true))
|
|
(steps [_]
|
|
[:basic-details
|
|
:accounts
|
|
:links])
|
|
(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]
|
|
(get {:basic-details (->BasicDetailsStep this)
|
|
:accounts (->AccountsStep this)
|
|
:links (->LinksStep this)}
|
|
step-key)))
|
|
(form-schema [_]
|
|
edit-form-schema)
|
|
(submit [this {:keys [multi-form-state request-method identity] :as request}]
|
|
(let [tx-data (-> multi-form-state :snapshot)
|
|
tx-id (:db/id tx-data)
|
|
client-id (->db-id (:transaction/client tx-data))
|
|
existing-tx (when tx-id (d-transactions/get-by-id tx-id))
|
|
transaction [:upsert-transaction (cond-> tx-data
|
|
true (dissoc :db/id)
|
|
tx-id (assoc :db/id tx-id))]]
|
|
|
|
(alog/info ::transaction transaction :entity transaction)
|
|
(exception->4xx #(assert-can-see-client (:identity request) client-id))
|
|
(exception->4xx #(assert-not-locked client-id (:transaction/date existing-tx)))
|
|
|
|
(when (and (= :approved (keyword (:transaction/approval-status tx-data)))
|
|
(not (seq (:transaction/accounts tx-data))))
|
|
(throw (ex-info "Approved transactions must have accounts assigned."
|
|
{:validation-error "Approved transactions must have accounts assigned."})))
|
|
|
|
(when (seq (:transaction/accounts tx-data))
|
|
(let [account-total (reduce + 0 (map :transaction-account/amount (:transaction/accounts tx-data)))]
|
|
(when (not (dollars= (Math/abs (:transaction/amount existing-tx)) account-total))
|
|
(throw (ex-info (str "Account total (" account-total ") does not equal transaction amount ("
|
|
(Math/abs (:transaction/amount existing-tx)) ")")
|
|
{:validation-error "Account totals must match transaction amount."})))))
|
|
|
|
(let [transaction-result (audit-transact [transaction] (:identity request))]
|
|
(try
|
|
(solr/touch-with-ledger (or tx-id (get-in transaction-result [:tempids "invoice"])))
|
|
(catch Exception e
|
|
(alog/error ::cant-save-solr :error e)))
|
|
|
|
(html-response
|
|
[:div]
|
|
:headers {"hx-trigger" "modalclose"})))))
|
|
|
|
(def edit-wizard (->EditWizard nil nil))
|
|
|
|
(defn initial-edit-wizard-state [request]
|
|
(let [tx-id (-> request :route-params :db/id)
|
|
entity (when tx-id
|
|
(dc/pull (dc/db conn)
|
|
'[:db/id
|
|
:transaction/vendor
|
|
:transaction/client
|
|
:transaction/memo
|
|
{ [ :transaction/approval-status :xform iol-ion.query/ident] [:db/ident]}
|
|
:transaction/amount
|
|
:transaction/accounts]
|
|
tx-id))
|
|
entity (if entity
|
|
(-> entity
|
|
(update :transaction/vendor :db/id)
|
|
(update :transaction/client :db/id))
|
|
{})]
|
|
(mm/->MultiStepFormState entity
|
|
[]
|
|
entity)))
|
|
|
|
(defn match-payment [{{:strs [transaction-id payment-id]} :form-params :as request}]
|
|
(let [transaction-id (Long/parseLong transaction-id)
|
|
payment-id (Long/parseLong payment-id)
|
|
transaction (d-transactions/get-by-id transaction-id)
|
|
payment (d-checks/get-by-id payment-id)]
|
|
|
|
(exception->4xx #(assert-can-see-client (:identity request) (-> transaction :transaction/client :db/id)))
|
|
(exception->4xx #(assert-can-see-client (:identity request) (-> payment :payment/client :db/id)))
|
|
(exception->4xx #(assert-not-locked (-> transaction :transaction/client :db/id) (:transaction/date transaction)))
|
|
|
|
(when (not= (-> transaction :transaction/client :db/id)
|
|
(-> payment :payment/client :db/id))
|
|
(throw (ex-info "Clients don't match" {:validation-error "Payment and client do not match."})))
|
|
|
|
(when-not (dollars= (- (:transaction/amount transaction))
|
|
(:payment/amount payment))
|
|
(throw (ex-info "Amounts don't match" {:validation-error "Amounts don't match"})))
|
|
|
|
(audit-transact (into
|
|
[{:db/id (:db/id payment)
|
|
:payment/status :payment-status/cleared
|
|
:payment/date (coerce/to-date (first (sort [(:payment/date payment)
|
|
(:transaction/date transaction)])))}
|
|
|
|
[:upsert-transaction
|
|
{:db/id (:db/id transaction)
|
|
:transaction/payment (:db/id payment)
|
|
:transaction/vendor (-> payment :payment/vendor :db/id)
|
|
:transaction/approval-status :transaction-approval-status/approved
|
|
:transaction/accounts [{:db/id (random-tempid)
|
|
:transaction-account/account (:db/id (d-accounts/get-account-by-numeric-code-and-sets 21000 ["default"]))
|
|
:transaction-account/location "A"
|
|
:transaction-account/amount (Math/abs (:transaction/amount transaction))}]}]])
|
|
(:identity request))
|
|
(solr/touch-with-ledger transaction-id)
|
|
|
|
(html-response [:div.p-4
|
|
[:div.text-2xl.text-center.text-green-600 svg/check]
|
|
[:div.text-center.mt-4
|
|
[:h3.text-xl.font-bold "Transaction linked successfully"]
|
|
[:p.text-gray-600.mt-2 "The transaction has been linked to the selected payment."]
|
|
[:div.mt-6
|
|
(com/button {:color :primary
|
|
"@click" "$dispatch('modalclose') $dispatch('refreshTable')"} "Close")]]])))
|
|
|
|
(defn match-autopay-invoices [{{:strs [transaction-id autopay-invoice-ids]} :form-params :as request}]
|
|
(let [transaction-id (Long/parseLong transaction-id)
|
|
autopay-invoice-ids (if (string? autopay-invoice-ids)
|
|
[(Long/parseLong autopay-invoice-ids)]
|
|
(mapv #(Long/parseLong %) autopay-invoice-ids))
|
|
transaction (d-transactions/get-by-id transaction-id)
|
|
db (dc/db conn)
|
|
invoice-clients (set (map #(pull-ref db :invoice/client %) autopay-invoice-ids))
|
|
invoice-amount (reduce + 0.0 (map #(pull-attr db :invoice/total %) autopay-invoice-ids))]
|
|
|
|
(exception->4xx #(assert-can-see-client (:identity request) (-> transaction :transaction/client :db/id)))
|
|
(exception->4xx #(assert-not-locked (-> transaction :transaction/client :db/id) (:transaction/date transaction)))
|
|
|
|
(when (:transaction/payment transaction)
|
|
(throw (ex-info "Transaction already linked" {:validation-error "Transaction already linked"})))
|
|
|
|
(when (or (> (count invoice-clients) 1)
|
|
(not= (-> transaction :transaction/client :db/id)
|
|
(first invoice-clients)))
|
|
(throw (ex-info "Clients don't match" {:validation-error "Invoice(s) and transaction client do not match."})))
|
|
|
|
(when-not (dollars= (- (:transaction/amount transaction))
|
|
invoice-amount)
|
|
(throw (ex-info "Amounts don't match" {:validation-error "Amounts don't match"})))
|
|
|
|
(let [payment-tx (i-transactions/add-new-payment
|
|
(dc/pull db [:transaction/amount :transaction/date :db/id] transaction-id)
|
|
(map (fn [id]
|
|
(let [entity (dc/pull db [:invoice/vendor :db/id :invoice/total] id)]
|
|
[(or (-> entity :invoice/vendor :db/id)
|
|
(-> entity :invoice/vendor))
|
|
(-> entity :db/id)
|
|
(-> entity :invoice/total)]))
|
|
autopay-invoice-ids)
|
|
(-> transaction :transaction/bank-account :db/id)
|
|
(-> transaction :transaction/client :db/id))]
|
|
(audit-transact payment-tx (:identity request)))
|
|
|
|
(solr/touch-with-ledger transaction-id)
|
|
|
|
(html-response [:div.p-4
|
|
[:div.text-2xl.text-center.text-green-600 svg/check]
|
|
[:div.text-center.mt-4
|
|
[:h3.text-xl.font-bold "Transaction linked successfully"]
|
|
[:p.text-gray-600.mt-2 "The transaction has been linked to the selected autopay invoices."]
|
|
[:div.mt-6
|
|
(com/button {:color :primary
|
|
"@click" "$dispatch('modalclose') $dispatch('refreshTable')"} "Close")]]])))
|
|
|
|
(defn match-unpaid-invoices [{{:strs [transaction-id unpaid-invoice-ids]} :form-params :as request}]
|
|
(let [transaction-id (Long/parseLong transaction-id)
|
|
unpaid-invoice-ids (if (string? unpaid-invoice-ids)
|
|
[(Long/parseLong unpaid-invoice-ids)]
|
|
(mapv #(Long/parseLong %) unpaid-invoice-ids))
|
|
transaction (d-transactions/get-by-id transaction-id)
|
|
db (dc/db conn)
|
|
invoice-clients (set (map #(pull-ref db :invoice/client %) unpaid-invoice-ids))
|
|
invoice-amount (reduce + 0.0 (map #(pull-attr db :invoice/outstanding-balance %) unpaid-invoice-ids))]
|
|
|
|
(exception->4xx #(assert-can-see-client (:identity request) (-> transaction :transaction/client :db/id)))
|
|
(exception->4xx #(assert-not-locked (-> transaction :transaction/client :db/id) (:transaction/date transaction)))
|
|
|
|
(when (or (> (count invoice-clients) 1)
|
|
(not= (-> transaction :transaction/client :db/id)
|
|
(first invoice-clients)))
|
|
(throw (ex-info "Clients don't match" {:validation-error "Invoice(s) and transaction client do not match."})))
|
|
|
|
(when-not (dollars= (- (:transaction/amount transaction))
|
|
invoice-amount)
|
|
(throw (ex-info "Amounts don't match" {:validation-error "Amounts don't match"})))
|
|
|
|
(when (:transaction/payment transaction)
|
|
(throw (ex-info "Transaction already linked" {:validation-error "Transaction already linked"})))
|
|
|
|
(let [payment-tx (i-transactions/add-new-payment
|
|
(dc/pull db [:transaction/amount :transaction/date :db/id] transaction-id)
|
|
(map (fn [id]
|
|
(let [entity (dc/pull db [:invoice/vendor :db/id :invoice/total] id)]
|
|
[(or (-> entity :invoice/vendor :db/id)
|
|
(-> entity :invoice/vendor))
|
|
(-> entity :db/id)
|
|
(-> entity :invoice/total)]))
|
|
unpaid-invoice-ids)
|
|
(-> transaction :transaction/bank-account :db/id)
|
|
(-> transaction :transaction/client :db/id))]
|
|
(audit-transact payment-tx (:identity request)))
|
|
|
|
(solr/touch-with-ledger transaction-id)
|
|
|
|
(html-response [:div.p-4
|
|
[:div.text-2xl.text-center.text-green-600 svg/check]
|
|
[:div.text-center.mt-4
|
|
[:h3.text-xl.font-bold "Transaction linked successfully"]
|
|
[:p.text-gray-600.mt-2 "The transaction has been linked to the selected unpaid invoices."]
|
|
[:div.mt-6
|
|
(com/button {:color :primary
|
|
"@click" "$dispatch('modalclose') $dispatch('refreshTable')"} "Close")]]])))
|
|
|
|
(defn apply-rule [{{:strs [transaction-id rule-id]} :form-params :as request}]
|
|
(let [transaction-id (Long/parseLong transaction-id)
|
|
rule-id (Long/parseLong rule-id)
|
|
transaction (d-transactions/get-by-id transaction-id)
|
|
transaction-rule (dc/pull (dc/db conn)
|
|
[:transaction-rule/description
|
|
:transaction-rule/vendor
|
|
:transaction-rule/accounts
|
|
:transaction-rule/approval-status]
|
|
rule-id)]
|
|
|
|
(exception->4xx #(assert-can-see-client (:identity request) (-> transaction :transaction/client :db/id)))
|
|
(exception->4xx #(assert-not-locked (-> transaction :transaction/client :db/id) (:transaction/date transaction)))
|
|
|
|
(let [description-pattern (some-> transaction-rule :transaction-rule/description iol-ion.query/->pattern)]
|
|
(when (not (rm/rule-applies? transaction {:transaction-rule/description description-pattern}))
|
|
(throw (ex-info "Transaction rule does not apply"
|
|
{:validation-error "Transaction rule does not apply"}))))
|
|
|
|
(when (:transaction/payment transaction)
|
|
(throw (ex-info "Transaction already associated with a payment"
|
|
{:validation-error "Transaction already associated with a payment"})))
|
|
|
|
(let [locations (-> transaction :transaction/client :client/locations)
|
|
updated-tx (rm/apply-rule {:db/id (:db/id transaction)
|
|
:transaction/amount (:transaction/amount transaction)}
|
|
transaction-rule
|
|
locations)]
|
|
(audit-transact [[:upsert-transaction updated-tx]] (:identity request)))
|
|
|
|
(solr/touch-with-ledger transaction-id)
|
|
|
|
(html-response [:div.p-4
|
|
[:div.text-2xl.text-center.text-green-600 svg/check]
|
|
[:div.text-center.mt-4
|
|
[:h3.text-xl.font-bold "Rule applied successfully"]
|
|
[:p.text-gray-600.mt-2 "The selected rule has been applied to this transaction."]
|
|
[:div.mt-6
|
|
(com/button {:color :primary
|
|
"@click" "$dispatch('modalclose') $dispatch('refreshTable')"} "Close")]]])))
|
|
|
|
(defn unlink-payment [{{:strs [transaction-id]} :form-params :as request}]
|
|
(let [transaction-id (Long/parseLong transaction-id)
|
|
transaction (dc/pull (dc/db conn)
|
|
[:transaction/approval-status
|
|
:transaction/status
|
|
:transaction/date
|
|
:transaction/location
|
|
:transaction/vendor
|
|
:transaction/accounts
|
|
:transaction/client [:db/id]
|
|
{:transaction/payment [:payment/date {:payment/status [:db/ident]} :db/id]}]
|
|
transaction-id)
|
|
payment (-> transaction :transaction/payment)]
|
|
|
|
(exception->4xx #(assert-can-see-client (:identity request) (-> transaction :transaction/client :db/id)))
|
|
(exception->4xx #(assert-not-locked (-> transaction :transaction/client :db/id) (:transaction/date transaction)))
|
|
|
|
(when (not= :payment-status/cleared (-> payment :payment/status :db/ident))
|
|
(throw (ex-info "Payment can't be undone because it isn't cleared."
|
|
{:validation-error "Payment can't be undone because it isn't cleared."})))
|
|
|
|
(let [is-autopay-payment? (some->> (dc/q {:find ['?sp]
|
|
:in ['$ '?payment]
|
|
:where ['[?ip :invoice-payment/payment ?payment]
|
|
'[?ip :invoice-payment/invoice ?i]
|
|
'[(get-else $ ?i :invoice/scheduled-payment "N/A") ?sp]]}
|
|
(dc/db conn) (:db/id payment))
|
|
seq
|
|
(map first)
|
|
(every? #(instance? java.util.Date %)))]
|
|
(if is-autopay-payment?
|
|
(audit-transact
|
|
(-> [{:db/id (:db/id payment)
|
|
:payment/status :payment-status/pending}
|
|
[:upsert-transaction
|
|
{:db/id (:db/id transaction)
|
|
:transaction/approval-status :transaction-approval-status/unapproved
|
|
:transaction/payment nil
|
|
:transaction/vendor nil
|
|
:transaction/location nil
|
|
:transaction/accounts nil}]
|
|
[:db/retractEntity (:db/id payment)]]
|
|
(into (map (fn [[invoice-payment]]
|
|
[:db/retractEntity invoice-payment])
|
|
(dc/q {:find ['?ip]
|
|
:in ['$ '?p]
|
|
:where ['[?ip :invoice-payment/payment ?p]]}
|
|
(dc/db conn)
|
|
(:db/id payment)))))
|
|
(:identity request))
|
|
(audit-transact
|
|
[{:db/id (:db/id payment)
|
|
:payment/status :payment-status/pending}
|
|
[:upsert-transaction
|
|
{:db/id (:db/id transaction)
|
|
:transaction/approval-status :transaction-approval-status/unapproved
|
|
:transaction/payment nil
|
|
:transaction/vendor nil
|
|
:transaction/location nil
|
|
:transaction/accounts nil}]]
|
|
(:identity request))))
|
|
|
|
(solr/touch-with-ledger transaction-id)
|
|
|
|
(html-response [:div.p-4
|
|
[:div.text-2xl.text-center.text-green-600 svg/check]
|
|
[:div.text-center.mt-4
|
|
[:h3.text-xl.font-bold "Transaction unlinked successfully"]
|
|
[:p.text-gray-600.mt-2 "The transaction has been unlinked from its payment."]
|
|
[:div.mt-6
|
|
(com/button {:color :primary
|
|
"@click" "$dispatch('modalclose') $dispatch('refreshTable')"} "Close")]]])))
|
|
|
|
(defn edit-transaction [{:keys [route-params] :as request}]
|
|
(mm/open-wizard-handler (-> request
|
|
(mm/wrap-wizard edit-wizard)
|
|
(mm/wrap-init-multi-form-state initial-edit-wizard-state))))
|
|
|
|
(def key->handler
|
|
(apply-middleware-to-all-handlers
|
|
{::route/edit-wizard (-> mm/open-wizard-handler
|
|
(mm/wrap-wizard edit-wizard)
|
|
(mm/wrap-init-multi-form-state initial-edit-wizard-state)
|
|
(wrap-schema-enforce :route-schema [:map [:db/id entity-id]]))
|
|
::route/edit-wizard-navigate (-> mm/next-handler
|
|
(mm/wrap-wizard edit-wizard)
|
|
(mm/wrap-decode-multi-form-state))
|
|
::route/edit-submit (-> mm/submit-handler
|
|
(mm/wrap-wizard edit-wizard)
|
|
(mm/wrap-decode-multi-form-state))
|
|
::route/location-select (-> location-select
|
|
(wrap-schema-enforce :query-schema [:map
|
|
[:name :string]
|
|
[:client-id {:optional true}
|
|
[:maybe entity-id]]
|
|
[:account-id {:optional true}
|
|
[:maybe entity-id]]]))
|
|
::route/account-total (-> account-total
|
|
(mm/wrap-wizard edit-wizard)
|
|
(mm/wrap-decode-multi-form-state))
|
|
::route/account-balance (-> account-balance
|
|
(mm/wrap-wizard edit-wizard)
|
|
(mm/wrap-decode-multi-form-state))
|
|
::route/edit-wizard-new-account (->
|
|
(add-new-entity-handler [:step-params :transaction/accounts]
|
|
(fn render [cursor request]
|
|
(transaction-account-row*
|
|
{:value cursor
|
|
:client-id (:client-id (:query-params request))}))
|
|
(fn build-new-row [base _]
|
|
(assoc base :transaction-account/location "Shared")))
|
|
(wrap-schema-enforce :query-schema [:map
|
|
[:client-id {:optional true}
|
|
[:maybe entity-id]]]))
|
|
::route/match-payment match-payment
|
|
::route/match-autopay-invoices match-autopay-invoices
|
|
::route/match-unpaid-invoices match-unpaid-invoices
|
|
::route/apply-rule apply-rule
|
|
::route/unlink-payment unlink-payment}
|
|
(fn [h]
|
|
(-> h
|
|
(wrap-client-redirect-unauthenticated))))) |