Files
integreat/src/clj/auto_ap/datomic/transactions.clj
2022-07-22 22:55:26 -07:00

264 lines
14 KiB
Clojure

(ns auto-ap.datomic.transactions
(:require [datomic.api :as d]
[auto-ap.datomic :refer [uri merge-query apply-sort-3 apply-pagination add-sorter-fields conn]]
[auto-ap.graphql.utils :refer [limited-clients]]
[clj-time.coerce :as c]
[clj-time.coerce :as coerce]
[clojure.tools.logging :as log]
[clojure.string :as str]
[auto-ap.datomic.accounts :as d-accounts]))
(defn sort-fn [sort-by]
(cond
(= "client" sort-by)
#(-> % :transaction/client :client/name)
(= "account" sort-by)
#(vector (-> % :transaction/account :account/name) (-> % :db/id))
:else
(keyword "transaction" sort-by)))
(defn potential-duplicate-ids [db args]
(if (and (:potential-duplicates args)
(:bank-account-id args))
(->> (d/q '[:find ?tx ?amount ?date
:in $ ?ba
:where
[?tx :transaction/bank-account ?ba]
[?tx :transaction/amount ?amount]
[?tx :transaction/date ?date]
(not [?tx :transaction/approval-status :transaction-approval-status/suppressed])]
db
(:bank-account-id args))
(group-by (fn [[tx amount date]]
[amount date]))
(filter (fn [[g txes]]
(> (count txes) 1)))
(vals)
(mapcat identity)
(map first)
set)))
(defn raw-graphql-ids
([args] (raw-graphql-ids (d/db conn) args))
([db args]
(let [potential-duplicates (potential-duplicate-ids db args)
query (cond-> {:query {:find []
:in ['$ ]
:where []}
:args [db]}
(:potential-duplicates args)
(merge-query {:query {:in '[[?e ...]]}
:args [potential-duplicates]})
(:exact-match-id args)
(merge-query {:query {:in ['?e]
:where []}
:args [(:exact-match-id args)]})
(limited-clients (:id args))
(merge-query {:query {:in ['[?xx ...]]
:where ['[?e :transaction/client ?xx]]}
:args [(set (map :db/id (limited-clients (:id args))))]})
(:bank-account-id args)
(merge-query {:query {:in ['?bank-account-id]
:where ['[?e :transaction/bank-account ?bank-account-id]]}
:args [(:bank-account-id args)]})
(:import-batch-id args)
(merge-query {:query {:in ['?import-batch-id]
:where ['[?import-batch-id :import-batch/entry ?e]]}
:args [(:import-batch-id args)]})
(:account-id args)
(merge-query {:query {:in ['?account-id]
:where ['[?e :transaction/accounts ?accounts]
'[?accounts :transaction-account/account ?account-id]]}
:args [(:account-id args)]})
(:client-id args)
(merge-query {:query {:in ['?client-id]
:where ['[?e :transaction/client ?client-id]]}
:args [(:client-id args)]})
(:vendor-id args)
(merge-query {:query {:in ['?vendor-id]
:where ['[?e :transaction/vendor ?vendor-id]]}
:args [(:vendor-id args)]})
(:amount-gte args)
(merge-query {:query {:in ['?amount-gte]
:where ['[?e :transaction/amount ?a]
'[(>= ?a ?amount-gte)]]}
:args [(:amount-gte args)]})
(:amount-lte args)
(merge-query {:query {:in ['?amount-lte]
:where ['[?e :transaction/amount ?a]
'[(<= ?a ?amount-lte)]]}
:args [(:amount-lte args)]})
(:start (:date-range args))
(merge-query {:query {:in ['?start-date]
:where ['[?e :transaction/date ?date]
'[(>= ?date ?start-date)]]}
:args [(coerce/to-date (:start (:date-range args)))]})
(:end (:date-range args))
(merge-query {:query {:in ['?end-date]
:where ['[?e :transaction/date ?date]
'[(<= ?date ?end-date)]]}
:args [(coerce/to-date (:end (:date-range args)))]})
(:approval-status args)
(merge-query {:query {:in ['?approval-status]
:where ['[?e :transaction/approval-status ?approval-status]]}
:args [(:approval-status args)]})
(:client-code args)
(merge-query {:query {:in ['?client-code]
:where ['[?e :transaction/client ?client-id]
'[?client-id :client/code ?client-code]]}
:args [(:client-code args)]})
(:original-id args)
(merge-query {:query {:in ['?original-id]
:where ['[?e :transaction/client ?c]
'[?c :client/original-id ?original-id]]}
:args [(:original-id args)]})
(seq (:location args))
(merge-query {:query {:in ['?location]
:where ['[?e :transaction/accounts ?tas]
'[?tas :transaction-account/location ?location]]}
:args [(:location args)]})
(:unresolved args)
(merge-query {:query {:where ['[?e :transaction/date]
'(or-join [?e]
(not [?e :transaction/accounts])
(and [?e :transaction/accounts ?tas]
(not [?tas :transaction-account/account])))]}})
(:description args)
(merge-query {:query {:in ['?description]
:where ['[?e :transaction/description-original ?do]
'[(clojure.string/lower-case ?do) ?do2]
'[(.contains ?do2 ?description)]]}
:args [(clojure.string/lower-case (:description args))]})
(:sort args) (add-sorter-fields {"client" ['[?e :transaction/client ?c]
'[?c :client/name ?sort-client]]
"account" ['[?e :transaction/date]
'(or-join [?e ?sort-account]
(and [?e :transaction/bank-account ?c]
[?c :bank-account/name ?sort-account])
(and
(not [?e :transaction/bank-account])
[(ground "") ?sort-account]))]
"description-original" ['[?e :transaction/description-original ?sort-description-original]]
"date" ['[?e :transaction/date ?sort-date]]
"vendor" ['(or-join [?e ?sort-vendor]
(and [(missing? $ ?e :transaction/vendor)]
[?e :transaction/description-original ?sort-vendor])
(and [?e :transaction/vendor ?v]
[?v :vendor/name ?sort-vendor]))]
"amount" ['[?e :transaction/amount ?sort-amount]]
"status" ['[?e :transaction/status ?sort-status]]}
args)
true
(merge-query {:query {:find ['?sort-default '?e]
:where ['[?e :transaction/id]
'[?e :transaction/date ?sort-default]
'(not [?e :transaction/approval-status :transaction-approval-status/suppressed])]}}))]
(log/info "query is" query)
(cond->> query
true (d/query)
true (apply-sort-3 (assoc args :default-asc? false))
true (apply-pagination args)))))
(defn graphql-results [ids db args]
(let [results (->> (d/pull-many db '[* {:transaction/client [:client/name :db/id :client/code]
:transaction/approval-status [:db/ident :db/id]
:transaction/bank-account [:bank-account/name :bank-account/code :bank-account/yodlee-account-id :db/id :bank-account/locations :bank-account/current-balance]
:transaction/forecast-match [:db/id :forecasted-transaction/identifier]
:transaction/vendor [:db/id :vendor/name]
:transaction/matched-rule [:db/id :transaction-rule/note]
:transaction/payment [:db/id :payment/date]
:transaction/expected-deposit [:db/id :expected-deposit/date]
:transaction/accounts [:transaction-account/amount
:db/id
:transaction-account/location
{:transaction-account/account [:account/name :db/id
:account/location
{:account/client-overrides [:account-client-override/name
{:account-client-override/client [:db/id]}]}]}]
:transaction/yodlee-merchant [:db/id :yodlee-merchant/yodlee-id :yodlee-merchant/name]}]
ids)
(map #(update % :transaction/date c/from-date))
(map #(update % :transaction/post-date c/from-date))
(map #(update % :transaction/accounts
(fn [tas]
(map
(fn [ta]
(update ta :transaction-account/account d-accounts/clientize (:db/id (:transaction/client %))))
tas))))
(map (fn [transaction]
(cond-> transaction
(:transaction/payment transaction) (update-in [:transaction/payment :payment/date] c/from-date)
(:transaction/expected-deposit transaction) (update-in [:transaction/expected-deposit :expected-deposit/date] c/from-date))
))
(map #(dissoc % :transaction/id))
(group-by :db/id))]
(->> ids
(map results)
(map first))))
(defn get-graphql [args]
(let [db (d/db (d/connect uri))
{ids-to-retrieve :ids matching-count :count} (raw-graphql-ids db args)]
[(->> (graphql-results ids-to-retrieve db args))
matching-count]))
(defn filter-ids [ids]
(if ids
(->> {:query {:find ['?e]
:in ['$ '[?e ...]]
:where ['[?e :transaction/date]]}
:args [(d/db conn) ids]}
(d/query)
(map first)
vec)
[]))
(defn get-by-id [id]
(->
(d/pull (d/db (d/connect uri))
'[* {:transaction/client [:client/name :db/id :client/code :client/locations]
:transaction/approval-status [:db/ident :db/id]
:transaction/bank-account [:bank-account/name :bank-account/code :bank-account/yodlee-account-id :db/id :bank-account/locations :bank-account/current-balance]
:transaction/vendor [:db/id :vendor/name]
:transaction/matched-rule [:db/id :transaction-rule/note]
:transaction/forecast-match [:db/id :forecasted-transaction/identifier]
:transaction/accounts [:transaction-account/amount
:db/id
:transaction-account/location
{ :transaction-account/account [:account/name :db/id
:account/location
{:account/client-overrides [:account-client-override/name
{:account-client-override/client [:db/id]}]}]}]
:transaction/yodlee-merchant [:db/id :yodlee-merchant/yodlee-id :yodlee-merchant/name]}]
id)
(update :transaction/date c/from-date)
(update :transaction/post-date c/from-date)
(dissoc :transaction/id)))