1220 lines
65 KiB
Clojure
1220 lines
65 KiB
Clojure
(ns auto-ap.ssr.transaction.edit
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(:require
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[auto-ap.datomic
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:refer [audit-transact conn pull-attr pull-ref]]
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[auto-ap.datomic.accounts :as d-accounts]
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[auto-ap.datomic.checks :as d-checks]
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[auto-ap.datomic.invoices :as d-invoices]
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[auto-ap.datomic.transactions :as d-transactions]
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[auto-ap.graphql.utils :refer [assert-can-see-client assert-not-locked
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exception->4xx]]
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[auto-ap.import.transactions :as i-transactions]
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[auto-ap.logging :as alog]
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[auto-ap.routes.payments :as payment-route]
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[auto-ap.routes.transactions :as route]
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[auto-ap.routes.utils
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:refer [wrap-client-redirect-unauthenticated]]
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[auto-ap.rule-matching :as rm]
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[auto-ap.solr :as solr]
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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]
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[auto-ap.ssr.form-cursor :as fc]
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[auto-ap.ssr.hx :as hx]
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[auto-ap.ssr.svg :as svg]
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[auto-ap.ssr.utils
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:refer [->db-id apply-middleware-to-all-handlers check-allowance
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check-location-belongs entity-id form-validation-error
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html-response modal-response ref->enum-schema strip wrap-entity
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wrap-schema-enforce]]
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[auto-ap.time :as atime]
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[bidi.bidi :as bidi]
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[clj-time.coerce :as coerce]
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[datomic.api :as dc]
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[hiccup.util :as hu]
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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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(def transaction-approval-status
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{:transaction-approval-status/unapproved "Unapproved"
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:transaction-approval-status/approved "Approved"
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:transaction-approval-status/suppressed "Suppressed"})
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(defn get-vendor [vendor-id]
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(dc/pull
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(dc/db conn)
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[:vendor/terms
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:vendor/automatically-paid-when-due
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{:vendor/default-account d-accounts/default-read
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:vendor/account-overrides
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[:vendor-account-override/client
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{:vendor-account-override/account d-accounts/default-read}]}
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{:vendor/terms-overrides
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[:vendor-terms-override/client :vendor-terms-override/terms]}]
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vendor-id))
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(defn check-vendor-default-account [vendor-id]
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(some? (:vendor/default-account (get-vendor vendor-id))))
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(def edit-form-schema
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(mc/schema
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[:and
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[:map
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[:db/id {:optional true} [:maybe entity-id]]
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[:action [:enum :apply-rule :unlink-payment :link-unpaid-invoices :link-autopay-invoices :link-payment :manual]]
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[:transaction/memo {:optional true} [:maybe [:string {:decode/string strip}]]]
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[:transaction/vendor {:optional true} [:maybe entity-id]]
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[:transaction/approval-status {:optional true} [:maybe (ref->enum-schema "transaction-approval-status")]]
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[:transaction/accounts {:optional true}
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[:maybe
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[:vector {:coerce? true}
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[:and
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[:map
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[:db/id {:optional true} [:maybe entity-id]]
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[:transaction-account/account [:and entity-id
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[:fn {:error/message "Not an allowed account."}
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#(check-allowance % :account/default-allowance)]]]
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[:transaction-account/location :string]
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[:transaction-account/amount :double]]
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[:fn {:error/fn (fn [r x] (:type r))
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:error/path [:transaction-account/location]}
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(fn [iea]
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(check-location-belongs (:transaction-account/location iea)
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(:transaction-account/account iea)))]]]]]]
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[:multi {:dispatch :action}
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[:apply-rule [:map
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[:rule-id {:optional true} [:maybe entity-id]]]]
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[:unlink-payment [:map
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[:transaction-id entity-id]]]
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[:link-unpaid-invoices [:map
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[:unpaid-invoice-ids [:vector {:coerce? true} entity-id]]]]
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[:link-autopay-invoices [:map
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[:autopay-invoice-ids [:vector {:coerce? true} entity-id]]]]
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[:link-payment [:map
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[:payment-id entity-id]]]
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[:manual [:map
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]]]]))
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(defn clientize-vendor [{:vendor/keys [terms-overrides automatically-paid-when-due default-account account-overrides] :as vendor} client-id]
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(if (nil? vendor)
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nil
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(let [terms-override (->> terms-overrides
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(filter (fn [to]
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(= (->db-id (:vendor-terms-override/client to))
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client-id)))
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(map :vendor-terms-override/terms)
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first)
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account (or (->> account-overrides
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(filter (fn [to]
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(= (->db-id (:vendor-account-override/client to))
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client-id)))
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(map :vendor-account-override/account)
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first)
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default-account)
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account (d-accounts/clientize account client-id)
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automatically-paid-when-due (->> automatically-paid-when-due
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(filter (fn [to]
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(= (->db-id to)
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client-id)))
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seq
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boolean)
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vendor (cond-> vendor
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terms-override (assoc :vendor/terms terms-override)
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true (assoc :vendor/automatically-paid-when-due automatically-paid-when-due
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:vendor/default-account account)
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true (dissoc :vendor/account-overrides :vendor/terms-overrides))]
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vendor)))
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(defn location-select*
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[{:keys [name account-location client-locations value]}]
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(let [options (into (cond account-location
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[[account-location account-location]]
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(seq client-locations)
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(into [["Shared" "Shared"]]
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(for [cl client-locations]
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[cl cl]))
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:else
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[["Shared" "Shared"]]))]
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(com/select {:options options
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:name name
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:value (ffirst options)
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:class "w-full"})))
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(defn account-typeahead*
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[{:keys [name value client-id x-model]}]
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[:div.flex.flex-col
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(com/typeahead {:name name
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:placeholder "Search..."
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:url (hu/url (bidi/path-for ssr-routes/only-routes :account-search)
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{:client-id client-id
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:purpose "invoice"})
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:id name
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:x-model x-model
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:value value
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:content-fn (fn [value]
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(:account/name (d-accounts/clientize (dc/pull (dc/db conn) d-accounts/default-read value)
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client-id)))})])
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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 (:transaction-account/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 :transaction-account/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 :transaction-account/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 {:name (fc/field-name)
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: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->> (:transaction-account/account @value)
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(nat-int? (:transaction-account/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 :transaction-account/amount
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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 amount-field"
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:value (fc/field-value)}))))
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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(() => $refs.p.remove(), 500)"} svg/x))))
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(defn location-select [{{:keys [name account-id client-id value] :as qp} :query-params}]
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(html-response (location-select* {:name name
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:value value
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:account-location (some->> account-id
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(pull-attr (dc/db conn) :account/location))
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:client-locations (some->> client-id
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(pull-attr (dc/db conn) :client/locations))})))
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(defn account-total* [request]
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(let [total (->> (-> request
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:multi-form-state
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:step-params
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:transaction/accounts)
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(map (fnil :transaction-account/amount 0.0))
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(filter number?)
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(reduce + 0.0))]
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(format "$%,.2f" total)))
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(defn account-balance* [request]
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(let [total (->> (-> request
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:multi-form-state
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:step-params
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:transaction/accounts)
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(map (fnil :transaction-account/amount 0.0))
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(filter number?)
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(reduce + 0.0))
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balance (-
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(Math/abs (-> request :multi-form-state :snapshot :transaction/amount))
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total)]
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[:span {:class (when-not (dollars= 0.0 balance)
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"text-red-300")}
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(format "$%,.2f" balance)]))
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(defn account-total [request]
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(html-response (account-total* request)))
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(defn account-balance [request]
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(html-response (account-balance* request)))
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(defn require-approval [s]
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[:and s
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[:fn (fn [{:transaction/keys [accounts approval-status]}]
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(or (not= approval-status :approved)
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(seq accounts)))]])
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(defrecord BasicDetailsStep [linear-wizard]
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mm/ModalWizardStep
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(step-name [_]
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"Transaction Details")
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(step-key [_]
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:basic-details)
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(edit-path [_ _]
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[])
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(step-schema [_]
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(mc/schema [:map
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[:db/id {:optional true} [:maybe entity-id]]]))
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(render-step
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[this {:keys [multi-form-state] :as request}]
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(let [tx-id (mm/get-mfs-field multi-form-state :db/id)
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tx (d-transactions/get-by-id tx-id)]
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(alog/info ::TRANSACTION :i multi-form-state)
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(mm/default-render-step
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linear-wizard this
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:head [:div.p-2 "Edit transaction"]
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:body (mm/default-step-body
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{}
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[:div {:x-data (hx/json {:clientId (or (fc/field-value (:transaction/client fc/*current*))
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(:db/id (:client request))) })}
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;; Read-only transaction details
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[:div.mb-6.border.rounded-lg.p-4.bg-gray-50
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[:h3.text-lg.font-semibold.mb-2 "Transaction Details"]
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[:div.grid.grid-cols-2.gap-4
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Amount"]
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[:div.text-base (format "$%,.2f" (Math/abs (:transaction/amount tx)))]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Date"]
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[:div.text-base (some-> tx :transaction/date coerce/to-date-time (atime/unparse-local atime/normal-date))]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Bank Account"]
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[:div.text-base (or (-> tx :transaction/bank-account :bank-account/name) "-")]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Post Date"]
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[:div.text-base (some-> tx :transaction/post-date coerce/to-date-time (atime/unparse-local atime/normal-date))]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Original Description"]
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[:div.text-base (or (:transaction/description-original tx) "-")]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Simplified Description"]
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[:div.text-base (or (:transaction/description-simple tx) "-")]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Check Number"]
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[:div.text-base (or (:transaction/check-number tx) "-")]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Status"]
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[:div.text-base (or (some-> tx :transaction/status) "-")]]
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[:div
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[:div.text-sm.font-medium.text-gray-500 "Transaction Type"]
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[:div.text-base (or (some-> tx :transaction/type) "-")]]]]
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;; Transaction Links Section
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#_[:div.mb-6.border.rounded-lg.p-4.bg-gray-50
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[:h3.text-lg.font-semibold.mb-2 "Transaction Links"]
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(let [tx-id (mm/get-mfs-field multi-form-state :db/id)
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db-history (dc/history (dc/db conn))
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;; Get current and historical payments linked to this transaction
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current-payment (when-let [payment-id (-> (dc/pull (dc/db conn)
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'[:transaction/payment]
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tx-id)
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:transaction/payment
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:db/id)]
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{:entity-id payment-id :active true})
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historical-payments (when tx-id
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(->> (dc/q '[:find ?payment ?inst ?added
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:in $ ?e
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:where
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[?e :transaction/payment ?payment ?tx ?added]
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[?tx :db/txInstant ?inst]]
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db-history tx-id)
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(map (fn [[id date op]] {:entity-id id
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:date date
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:op op}))))
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all-payments historical-payments]
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[:div
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;; Payments section
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[:div.mb-3
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[:h4.font-medium.text-gray-700 "Linked Payments:"]
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(if (seq all-payments)
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[:ul.list-disc.pl-6.mt-1
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(for [{:keys [entity-id date op]} all-payments
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:let [payment (dc/pull (dc/db conn)
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'[:db/id :payment/invoice-number
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[ :payment/date :xform clj-time.coerce/from-date]
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{:payment/vendor [:vendor/name]}]
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entity-id)]]
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[:li.text-sm.text-gray-600 {:class (when-not op "line-through")}
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(if op [:span.text-green-600 "✓ "] "")
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(str "Payment #" (:payment/invoice-number payment) " - "
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(-> payment :payment/vendor :vendor/name))])]
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[:p.text-sm.text-gray-500.italic "No payments linked to this transaction"])]])]]
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;; Invoices section
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;; Hidden ID field
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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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;; Editable fields section
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[:div.mt-6
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[:h3.text-lg.font-semibold.mb-4 "Editable Fields"]]
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;; Vendor field
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)
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:footer
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(mm/default-step-footer linear-wizard this :validation-route ::route/edit-wizard-navigate)
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:validation-route ::route/edit-wizard-navigate)))
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mm/Initializable
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(init-step-params
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[_ current request]
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(:step-params current)))
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(defn get-available-payments [request]
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(let [tx-id (or (get-in request [:form-params :transaction-id])
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(-> request :multi-form-state :snapshot :db/id)
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(get-in request [:route-params :db/id]))
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tx (when tx-id (d-transactions/get-by-id tx-id))
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client-id (-> tx :transaction/client :db/id)
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payments (when client-id
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(dc/q '[:find [(pull ?p [:db/id :payment/invoice-number :payment/amount :payment/date
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{:payment/vendor [:db/id :vendor/name]}]) ...]
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:in $ ?client
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:where
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[?p :payment/client ?client]
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[?p :payment/status :payment-status/pending]]
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(dc/db conn)
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client-id))]
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(filter #(dollars= (Math/abs (:transaction/amount tx)) (:payment/amount %)) payments)))
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(defn get-available-autopay-invoices [request]
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(let [tx-id (or (-> request :multi-form-state :snapshot :db/id)
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(get-in request [:route-params :db/id]))
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tx (when tx-id (d-transactions/get-by-id tx-id))
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client-id (-> request :entity :transaction/client :db/id)
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_ (println "TRANSACTION" client-id)
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matches-set (when (and tx client-id)
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(i-transactions/match-transaction-to-unfulfilled-autopayments
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(:transaction/amount tx)
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client-id))]
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(when matches-set
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(for [matches matches-set]
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(for [[_ invoice-id] matches]
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(d-invoices/get-by-id invoice-id))))))
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(defn autopay-invoices-view [request]
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(let [invoice-matches (get-available-autopay-invoices request)]
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[:div
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(if (seq invoice-matches)
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[:div
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[:h3.text-lg.font-bold.mb-4 "Available Autopay Invoices"]
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[:div {:hx-post (bidi/path-for ssr-routes/only-routes ::route/link-autopay-invoices)
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:hx-include "this"
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:hx-trigger "linkAutopayInvoices"
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:hx-target "#modal-holder"
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:hx-swap "outerHTML"}
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(com/hidden {:name "action"
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:value "link-autopay-invoices"})
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(com/hidden {:name "transaction-id"
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:value (get-in request [:multi-form-state :snapshot :db/id])
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:form ""})
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[:div.space-y-2
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[:label.block.text-sm.font-medium.mb-1 "Select an autopay invoice to apply:"]
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(doall (for [match-group invoice-matches]
|
|
(doall (for [invoice match-group]
|
|
[:div.flex.items-center
|
|
[:input {:type :radio :value (:db/id invoice) :name "autopay-invoice-ids"}]
|
|
[:div.ml-3
|
|
[:span.block.text-sm.font-medium (:invoice/invoice-number invoice)]
|
|
[:span.block.text-sm.text-gray-500 (-> invoice :invoice/vendor :vendor/name)]
|
|
[:span.block.text-sm.font-medium (format "$%.2f" (:invoice/total invoice))]]]))))]
|
|
(com/a-button {"@click" "$dispatch('linkAutopayInvoices')"} "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 {:hx-post (bidi/path-for ssr-routes/only-routes ::route/link-unpaid-invoices)
|
|
:hx-include "this"
|
|
:hx-params "transaction-id, action, unpaid-invoice-ids"
|
|
:hx-trigger "linkUnpaidInvoices"
|
|
:hx-target "#modal-holder"
|
|
:hx-swap "outerHTML"}
|
|
(com/hidden {:name "action"
|
|
:value "link-unpaid-invoices"
|
|
:form ""})
|
|
(com/hidden {:name "transaction-id"
|
|
:value (get-in request [:multi-form-state :snapshot :db/id])
|
|
:form ""})
|
|
[:div.space-y-2
|
|
[:label.block.text-sm.font-medium.mb-1 "Select an unpaid invoice to apply:"]
|
|
(doall (for [match-group invoice-matches]
|
|
(doall (for [invoice match-group]
|
|
[:div.flex.items-center
|
|
[:input {:type :radio :value (:db/id invoice) :name "unpaid-invoice-ids"}]
|
|
[:div.ml-3
|
|
[:span.block.text-sm.font-medium (:invoice/invoice-number invoice)]
|
|
[:span.block.text-sm.text-gray-500 (-> invoice :invoice/vendor :vendor/name)]
|
|
[:span.block.text-sm.font-medium (format "$%.2f" (:invoice/outstanding-balance invoice))]]]))))]
|
|
(com/a-button {:color :primary "@click" "$dispatch('linkUnpaidInvoices')"} "Link")
|
|
]]
|
|
[: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 (pull ?r
|
|
[:db/id
|
|
:transaction-rule/description
|
|
:transaction-rule/note
|
|
:transaction-rule/client-group
|
|
:transaction-rule/dom-gte :transaction-rule/dom-lte
|
|
:transaction-rule/amount-gte :transaction-rule/amount-lte
|
|
:transaction-rule/client :transaction-rule/bank-account
|
|
:transaction-rule/yodlee-merchant])
|
|
:where
|
|
[?r :transaction-rule/description]]
|
|
|
|
(dc/db conn))]
|
|
(when tx
|
|
(->> patterns
|
|
(map first)
|
|
(filter (fn [rule]
|
|
(rm/rule-applies? (-> tx
|
|
(update :transaction/date coerce/to-date))
|
|
(-> rule
|
|
(update :transaction-rule/description #(some-> % iol-ion.query/->pattern))))))))))
|
|
|
|
|
|
(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 {:hx-post (bidi/path-for ssr-routes/only-routes ::route/apply-rule)
|
|
:hx-trigger "applyRule"
|
|
:hx-include "this"
|
|
:hx-target "#modal-holder"
|
|
:hx-swap "outerHTML"}
|
|
(fc/with-field :action
|
|
(com/hidden {:name (fc/field-name)
|
|
:value "apply-rule"
|
|
:form ""}))
|
|
[:div.space-y-2
|
|
[:label.block.text-sm.font-medium.mb-1 "Select a rule to apply:"]
|
|
(doall (for [{:keys [:db/id :transaction-rule/note :transaction-rule/description]} matching-rules]
|
|
[:div.flex.items-center
|
|
[:input {:type :radio :value id :name (fc/with-field :rule-id (fc/field-name))}]
|
|
[:div.ml-3
|
|
[:span.block.text-sm.font-medium note]
|
|
[:span.block.text-sm.text-gray-500 description]]]))]
|
|
(com/a-button {"@click" "$dispatch('applyRule')"} "Apply")]]
|
|
[:div.text-center.py-4.text-gray-500 "No matching rules found for this transaction."])]))
|
|
|
|
(defn payment-matches-view [request]
|
|
(let [payments (get-available-payments request)
|
|
tx-id (or (-> request :multi-form-state :snapshot :db/id)
|
|
(get-in request [:route-params :db/id]))
|
|
tx (when tx-id (d-transactions/get-by-id tx-id))
|
|
payment (dc/pull
|
|
(dc/db conn)
|
|
'[:payment/amount
|
|
:db/id
|
|
[:payment/date :xform clj-time.coerce/from-date]
|
|
{ [ :payment/status :xform iol-ion.query/ident] [:db/ident]
|
|
|
|
:payment/vendor [:vendor/name]}]
|
|
|
|
(-> tx :transaction/payment :db/id))]
|
|
[:div#payment-matches
|
|
(if (and payment (:db/id payment))
|
|
[:div.my-4.p-4.bg-blue-50.rounded
|
|
[:h3.text-lg.font-bold.mb-2 "Linked Payment"
|
|
(com/a-icon-button {:href (hu/url (bidi/path-for ssr-routes/only-routes ::payment-route/all-page)
|
|
{:exact-match-id (:db/id payment)})}
|
|
svg/external-link)]
|
|
[:div.space-y-2
|
|
[:div.flex.justify-between
|
|
[:div.font-medium "Payment #"]
|
|
[:div (:payment/invoice-number payment)]]
|
|
[:div.flex.justify-between
|
|
[:div.font-medium "Vendor"]
|
|
[:div (-> payment :payment/vendor :vendor/name)]]
|
|
[:div.flex.justify-between
|
|
[:div.font-medium "Amount"]
|
|
[:div (some->> (:payment/amount payment) (format "$%.2f"))]]
|
|
[:div.flex.justify-between
|
|
[:div.font-medium "Status"]
|
|
[:div (some-> payment :payment/status name)]]
|
|
[:div.flex.justify-between
|
|
[:div.font-medium "Date"]
|
|
[:div (some-> payment :payment/date (atime/unparse-local atime/normal-date))]]
|
|
(fc/with-field :payment-id (com/hidden {:name (fc/field-name)
|
|
:value (:db/id payment)}))
|
|
[:div.mt-4 {:hx-post (bidi/path-for ssr-routes/only-routes ::route/unlink-payment)
|
|
:hx-trigger "unlinkPayment"
|
|
:hx-target "#payment-matches"
|
|
:hx-include "this"
|
|
:hx-swap "outerHTML"
|
|
:hx-confirm "Are you sure you want to unlink this payment?"}
|
|
|
|
(com/a-button {:color :red :size :small
|
|
"@click" "$dispatch('unlinkPayment')"} "Unlink Payment")]]]
|
|
(if (seq payments)
|
|
[:div
|
|
[:h3.text-lg.font-bold.mb-4 "Available Payments"]
|
|
[:div.space-y-2
|
|
[:label.block.text-sm.font-medium.mb-1 "Select a payment to match:"]
|
|
(when payments
|
|
(let [payment-id-field (fc/with-field :payment-id (fc/field-name ))]
|
|
(com/radio-card {:options (for [payment payments]
|
|
{:value (:db/id payment)
|
|
:content (str (:payment/invoice-number payment) " - "
|
|
(-> payment :payment/vendor :vendor/name)
|
|
" - Amount: $" (format "%.2f" (:payment/amount payment))
|
|
" • Date: " (some-> payment :payment/date coerce/to-date-time (atime/unparse-local atime/normal-date)))})
|
|
:name payment-id-field
|
|
:width "w-full"})))
|
|
(com/a-button {"@click" "$dispatch('matchPayment')"} "Match" #_[:button.mt-4.w-full.py-2.bg-blue-500.text-white.rounded.hover:bg-blue-600 "Match"])]]
|
|
[:div.text-center.py-4.text-gray-500 "No matching payments available for this transaction."]))]))
|
|
|
|
(defn count-payment-matches [request]
|
|
(count (get-available-payments request)))
|
|
|
|
(defn count-autopay-invoice-matches [request]
|
|
(count (get-available-autopay-invoices request)))
|
|
|
|
(defn count-unpaid-invoice-matches [request]
|
|
(count (get-available-unpaid-invoices request)))
|
|
|
|
(defn count-rule-matches [request]
|
|
(count (get-available-rules request)))
|
|
|
|
(defrecord LinksStep [linear-wizard]
|
|
mm/ModalWizardStep
|
|
(step-name [_]
|
|
"Transaction Actions")
|
|
(step-key [_]
|
|
:links)
|
|
|
|
(edit-path [_ _]
|
|
[])
|
|
|
|
(step-schema [_]
|
|
#_(require-approval (mut/select-keys (mm/form-schema linear-wizard) #{:transaction/client :transaction/vendor :transaction/memo :transaction/approval-status :db/id}))
|
|
(mm/form-schema linear-wizard))
|
|
|
|
(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 Actions"]
|
|
:body (mm/default-step-body
|
|
{}
|
|
[:div
|
|
(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"})]))
|
|
[:div {:x-data (hx/json {:activeForm (if (:transaction/payment (:entity request))
|
|
"link-payment"
|
|
(fc/with-field :action (fc/field-value)))
|
|
:canChange (boolean (not (:transaction/payment (:entity request))))})
|
|
"@unlinked" "canChange=true"}
|
|
[:div {:class "flex space-x-2 mb-4"}
|
|
(fc/with-field :action
|
|
(com/hidden {:name (fc/field-name)
|
|
:value (fc/field-value)
|
|
":value" "activeForm"}))
|
|
(com/button-group {:name "method"}
|
|
(com/button-group-button {"@click" "activeForm = 'link-payment'" :value "payment" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'link-payment'}" :class "relative"}
|
|
(let [count (count-payment-matches request)]
|
|
(when (> count 0)
|
|
(com/badge {:color "green"} (str count))))
|
|
"Link to payment")
|
|
(com/button-group-button {"@click" "activeForm = 'link-unpaid-invoices'" :value "unpaid" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'link-unpaid-invoices'}" :class "relative"
|
|
":disabled" "!canChange"}
|
|
(let [count (count-unpaid-invoice-matches request)]
|
|
(when (> count 0)
|
|
(com/badge {:color "green"} (str count))))
|
|
"Link to unpaid invoices")
|
|
(com/button-group-button {"@click" "activeForm = 'link-autopay-invoices'" :value "autopay" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'link-autopay-invoices'}" :class "relative"
|
|
":disabled" "!canChange"}
|
|
(let [count (count-autopay-invoice-matches request)]
|
|
(when (> count 0)
|
|
(com/badge {:color "green"} (str count))))
|
|
"Link to autopay invoices")
|
|
(com/button-group-button {"@click" "activeForm = 'apply-rule'" :value "rule" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'apply-rule'}" :class "relative"
|
|
":disabled" "!canChange"}
|
|
(let [count (count-rule-matches request)]
|
|
(when (> count 0)
|
|
(com/badge {:color "green"} (str count))))
|
|
"Apply rule")
|
|
(com/button-group-button {"@click" "activeForm = 'manual'" :value "manual" ":class" "{ '!bg-primary-200 text-primary-800': activeForm === 'manual'}"
|
|
":disabled" "!canChange"}
|
|
"Manual"))]
|
|
[:div {:x-show "activeForm === 'link-payment'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
|
|
|
|
(payment-matches-view request)]
|
|
[:div {:x-show "activeForm === 'link-unpaid-invoices'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
|
|
(unpaid-invoices-view request)]
|
|
[:div {:x-show "activeForm === 'link-autopay-invoices'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
|
|
(autopay-invoices-view request)]
|
|
[:div {:x-show "activeForm === 'apply-rule'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
|
|
(transaction-rules-view request)]
|
|
[:div {:x-show "activeForm === 'manual'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
|
|
[:div {}
|
|
(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))})]))
|
|
|
|
;; Memo field
|
|
|
|
|
|
;; Approval status field
|
|
(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)})))
|
|
(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"} "$")
|
|
(com/data-grid-header {:class "w-16"})]}
|
|
(println "WE ARE NOW HERE" (fc/field-value))
|
|
(fc/cursor-map #(transaction-account-row* {:value %
|
|
:client-id (-> request :entity :transaction/client :db/id)}))
|
|
|
|
(com/data-grid-new-row {:colspan 4
|
|
:hx-get (bidi/path-for ssr-routes/only-routes
|
|
::route/edit-wizard-new-account)
|
|
:row-offset 0
|
|
:index (count (fc/field-value))
|
|
:tr-params {:hx-vals (hx/json {:client-id (:transaction/client snapshot)})}}
|
|
"New account")
|
|
(com/data-grid-row {}
|
|
(com/data-grid-cell {})
|
|
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TOTAL"])
|
|
(com/data-grid-cell {:id "total"
|
|
:class "text-right"
|
|
:hx-trigger "change from:closest form target:.amount-field"
|
|
:hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-total)
|
|
:hx-target "this"
|
|
:hx-swap "innerHTML"}
|
|
(account-total* request))
|
|
(com/data-grid-cell {}))
|
|
|
|
(com/data-grid-row {}
|
|
(com/data-grid-cell {})
|
|
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "BALANCE"])
|
|
(com/data-grid-cell {:id "total"
|
|
:class "text-right"
|
|
:hx-trigger "change from:closest form target:.amount-field"
|
|
:hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-balance)
|
|
:hx-target "this"
|
|
:hx-swap "innerHTML"}
|
|
(account-balance* request))
|
|
(com/data-grid-cell {}))
|
|
|
|
(com/data-grid-row {}
|
|
|
|
(com/data-grid-cell {})
|
|
(com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TRANSACTION TOTAL"])
|
|
(com/data-grid-cell {:class "text-right"}
|
|
(format "$%,.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"} "Done"))
|
|
:validation-route ::route/edit-wizard-navigate)) )
|
|
|
|
(defmulti save-handler (fn [request]
|
|
(-> request :multi-form-state :snapshot :action)))
|
|
|
|
(defn- default-update-tx [snapshot transaction]
|
|
(merge {:transaction/memo (:transaction/memo snapshot) }
|
|
transaction))
|
|
|
|
(defn- save-linked-transaction [{{ snapshot :snapshot} :multi-form-state :as request transaction :entity} payment]
|
|
(exception->4xx #(assert-not-locked (-> transaction :transaction/client :db/id) (:transaction/date transaction)))
|
|
(audit-transact (into
|
|
[{:db/id (:db/id payment)
|
|
:payment/status :payment-status/cleared
|
|
:payment/date (coerce/to-date (first (sort [(:payment/date payment)
|
|
(coerce/to-date-time (:transaction/date transaction))])))}
|
|
[:upsert-transaction
|
|
(default-update-tx
|
|
snapshot
|
|
{: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)))
|
|
|
|
(defn- save-memo-only [{{ snapshot :snapshot} :multi-form-state :as request}]
|
|
(audit-transact [[:upsert-transaction (default-update-tx snapshot {})]]
|
|
(:identity request)))
|
|
|
|
(defn- is-already-linked-to-this-payment? [transaction payment-id]
|
|
(= (pull-attr (dc/db conn)
|
|
:transaction/payment
|
|
(:db/id transaction))
|
|
payment-id))
|
|
|
|
(defmethod save-handler
|
|
:link-payment [{{ {:keys [transaction-id payment-id] :as snapshot} :snapshot} :multi-form-state :as request transaction :entity}]
|
|
(let [ 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)))
|
|
(when (not= (-> transaction :transaction/client :db/id)
|
|
(-> payment :payment/client :db/id))
|
|
(form-validation-error "Clients don't match."
|
|
:payment-client-id (:payment/client payment)
|
|
:transaction-client-id (:transaction/client transaction))
|
|
#_(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"})))
|
|
(if (is-already-linked-to-this-payment? transaction payment-id)
|
|
(save-memo-only request)
|
|
(save-linked-transaction request payment))
|
|
(solr/touch-with-ledger (:db/id transaction))
|
|
|
|
(modal-response
|
|
(com/success-modal {:title "Transaction linked successfully"}
|
|
|
|
[:p.text-gray-600.mt-2 "The transaction has been linked to the autopay invoices."]
|
|
[:p.text-gray-600.mt-2 "To view the new payment, click "
|
|
(com/link {:href (hu/url (bidi/path-for ssr-routes/only-routes ::payment-route/all-page)
|
|
{:exact-match-id payment-id})
|
|
:hx-boost true}
|
|
"here")
|
|
" to view it."])
|
|
:headers {"hx-trigger" "invalidated"})))
|
|
|
|
(defmethod save-handler :link-autopay-invoices
|
|
[{{:keys [autopay-invoice-ids]} :form-params :as request transaction :entity}]
|
|
(let [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] (:db/id transaction))
|
|
(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 (:db/id transaction))
|
|
|
|
(modal-response
|
|
(com/success-modal {:title "Transaction linked successfully"}
|
|
|
|
[:p.text-gray-600.mt-2 "The transaction has been linked to the autopay invoices."])
|
|
:headers {"hx-trigger" "invalidated"})))
|
|
|
|
(defmethod save-handler :link-unpaid-invoices
|
|
[{{:keys [unpaid-invoice-ids]} :form-params :as request transaction :entity}]
|
|
(let [ 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."
|
|
:transaction-client (-> transaction :transaction/client :db/id)
|
|
:invoice-clients invoice-clients})))
|
|
|
|
(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] (:db/id transaction))
|
|
(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 (:db/id transaction))
|
|
|
|
(modal-response
|
|
(com/success-modal {:title "Transaction linked successfully"}
|
|
|
|
[:p.text-gray-600.mt-2 "The transaction has been linked to the autopay invoices."]
|
|
[:p.text-gray-600.mt-2 "To view the new payment, click "
|
|
(com/link {:href (hu/url (bidi/path-for ssr-routes/only-routes ::payment-route/all-page)
|
|
{:exact-match-id (:db/id (pull-attr (dc/db conn)
|
|
:transaction/payment
|
|
(:db/id transaction)))})
|
|
:hx-boost true}
|
|
"here")
|
|
" to view it."])
|
|
:headers {"hx-trigger" "invalidated"})))
|
|
|
|
(defmethod save-handler
|
|
:apply-rule
|
|
[{{{:keys [rule-id]} :snapshot} :multi-form-state :as request transaction :entity}]
|
|
(let [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)]
|
|
(alog/info ::applying-rule-tx :tx-data updated-tx
|
|
:transaction transaction
|
|
:transaction-rule transaction-rule)
|
|
(audit-transact [[:upsert-transaction updated-tx]] (:identity request)))
|
|
|
|
(solr/touch-with-ledger (:db/id transaction))
|
|
|
|
(modal-response
|
|
(com/success-modal {:title "Rule applied successfully"}
|
|
|
|
[:p.text-gray-600.mt-2 "The selected rule has been applied to this transaction."])
|
|
:headers {"hx-trigger" "invalidated"})))
|
|
|
|
(defmethod save-handler :manual
|
|
[{:as request
|
|
transaction :entity
|
|
:keys [multi-form-state]}]
|
|
(let [tx-data (-> multi-form-state :snapshot (dissoc :action))
|
|
_ (clojure.pprint/pprint tx-data)
|
|
tx-id (:db/id tx-data)
|
|
client-id (->db-id (:transaction/client tx-data))
|
|
existing-tx (d-transactions/get-by-id tx-id)
|
|
transaction [:upsert-transaction (assoc tx-data :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 tx-id)
|
|
(catch Exception e
|
|
(alog/error ::cant-save-solr :error e)))
|
|
|
|
(html-response
|
|
[:div]
|
|
:headers {"hx-trigger" "modalclose"}))))
|
|
|
|
(defn unlink-payment [{{{transaction-id :db/id} :snapshot} :multi-form-state :as request}]
|
|
|
|
(fc/start-form (:multi-form-state request) (when (:form-errors request) {:step-params (:form-errors request)})
|
|
(let [transaction (dc/pull (dc/db conn)
|
|
'[:transaction/approval-status
|
|
|
|
:transaction/date
|
|
:transaction/location
|
|
:transaction/vendor
|
|
:transaction/accounts
|
|
:transaction/status
|
|
:transaction/client [:db/id]
|
|
{:transaction/payment [:payment/date
|
|
{[:payment/status :xform iol-ion.query/ident] [: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))
|
|
(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 (:db/id transaction))
|
|
(html-response (fc/with-field :step-params (payment-matches-view request))
|
|
:headers {"hx-trigger" "unlinked"}))))
|
|
|
|
#_(def save-schema
|
|
(mc/schema
|
|
))
|
|
|
|
|
|
(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}]
|
|
(println "HERE XYZ" (:form-errors 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? false))
|
|
(steps [_]
|
|
[:basic-details
|
|
: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)
|
|
:links (->LinksStep this)}
|
|
step-key)))
|
|
(form-schema [_]
|
|
edit-form-schema)
|
|
(submit [this {:keys [multi-form-state request-method identity] :as request}]
|
|
(save-handler request)
|
|
))
|
|
|
|
(def edit-wizard (->EditWizard nil nil))
|
|
|
|
(defn initial-edit-wizard-state [request]
|
|
(let [tx-id (-> request :route-params :db/id)
|
|
entity (dc/pull (dc/db conn)
|
|
'[:db/id
|
|
:transaction/vendor
|
|
:transaction/client
|
|
:transaction/description-original
|
|
:transaction/status
|
|
:transaction/type
|
|
:transaction/memo
|
|
{ [ :transaction/approval-status :xform iol-ion.query/ident] [:db/ident]}
|
|
:transaction/amount
|
|
:transaction/accounts]
|
|
tx-id)
|
|
entity (-> entity
|
|
(update :transaction/vendor :db/id)
|
|
(update :transaction/client :db/id))]
|
|
(mm/->MultiStepFormState entity
|
|
[]
|
|
entity)))
|
|
|
|
(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-entity [:route-params :db/id] d-transactions/default-read)
|
|
(wrap-schema-enforce :route-schema [:map [:db/id entity-id]]))
|
|
::route/edit-wizard-navigate (-> mm/next-handler
|
|
(wrap-entity [:multi-form-state :snapshot :db/id] d-transactions/default-read)
|
|
(mm/wrap-wizard edit-wizard)
|
|
(mm/wrap-decode-multi-form-state))
|
|
::route/edit-submit (-> mm/submit-handler
|
|
(wrap-entity [:multi-form-state :snapshot :db/id] d-transactions/default-read)
|
|
(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/unlink-payment (-> unlink-payment
|
|
(wrap-entity [:multi-form-state :snapshot :db/id] d-transactions/default-read)
|
|
(mm/wrap-wizard edit-wizard)
|
|
(mm/wrap-decode-multi-form-state)
|
|
#_(wrap-schema-enforce :form-schema
|
|
save-schema))}
|
|
(fn [h]
|
|
(-> h
|
|
(wrap-client-redirect-unauthenticated)))))
|
|
|
|
|
|
|