Add $/% toggle for transaction account amounts in manual edit

When editing a transaction manually, users can now toggle between viewing
account amounts as dollar values or percentages. The toggle appears in the
table header as a radio button group ($ / %).

Key features:
- Global toggle switches all accounts simultaneously
- $→%: amounts are converted to percentages of the transaction total
- %→$: uses percentages->dollars with spread-cents for accurate cent distribution
- Form state preserves vendor, memo, approval status when toggling
- Save handler converts % back to $ before persisting to Datomic
- Uses HTMX to re-render only the account grid body on toggle

New route: /toggle-amount-mode
New functions: ->percentage, percentages->dollars, convert-accounts-mode,
              account-grid-body*, toggle-amount-mode

src/clj/auto_ap/ssr/transaction/edit.clj

@@ -80,6 +80,7 @@
      [:transaction/memo {:optional true} [:maybe [:string {:decode/string strip}]]]
      [:transaction/vendor {:optional true} [:maybe entity-id]]
      [:transaction/approval-status {:optional true} [:maybe (ref->enum-schema "transaction-approval-status")]]
+     [:amount-mode {:optional true} [:maybe [:enum "$" "%"]]]
      [:transaction/accounts {:optional true}
       [:maybe
        [:vector {:coerce? true}
@@ -102,17 +103,14 @@
      [:unlink-payment [:map
                        [:transaction-id entity-id]]]
      [:link-unpaid-invoices [:map
-                             
                              [:unpaid-invoice-ids {:decode/string (fn [x] (edn/read-string x))}
                               [:vector {:coerce? true} entity-id]]]]
      [:link-autopay-invoices [:map
-                              
                               [:autopay-invoice-ids {:decode/string (fn [x] (edn/read-string x))} [:vector {:coerce? true} entity-id]]]]
      [:link-payment [:map
                      [:payment-id entity-id]]]
      [:manual (require-approval [:map])]]]))
 
-
 (defn clientize-vendor [{:vendor/keys [terms-overrides automatically-paid-when-due default-account account-overrides] :as vendor} client-id]
   (if (nil? vendor)
     nil
@@ -175,7 +173,7 @@
                                  (: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]}]
+(defn transaction-account-row* [{:keys [value client-id amount-mode total]}]
   (com/data-grid-row
    (-> {:x-data (hx/json {:show (boolean (not (fc/field-value (:new? value))))
                           :accountId (fc/field-value (:transaction-account/account value))})
@@ -218,9 +216,15 @@
       {}
       (com/validated-field
        {:errors (fc/field-errors)}
+       (if (= "%" amount-mode)
+         (com/text-input {:name (fc/field-name)
+                          :class "w-16"
+                          :value (fc/field-value)
+                          :type "number"
+                          :step "0.01"})
          (com/money-input {:name (fc/field-name)
                            :class "w-16"
-                         :value (fc/field-value)}))))
+                           :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))))
 
@@ -263,6 +267,103 @@
 (defn account-balance [request]
   (html-response (account-balance* request)))
 
+(defn ->percentage [amount total]
+  (when (and amount total (not= total 0))
+    (* 100.0 (/ amount total))))
+
+(defn percentages->dollars [percentages total]
+  (let [total-cents (int (* 100 (Math/abs total)))
+        pct-sum (reduce + 0 percentages)
+        normalized-pcts (if (zero? pct-sum)
+                          (repeat (count percentages) 0)
+                          (map #(* (/ % pct-sum) 100) percentages))
+        individual-cents (map #(int (* total-cents (/ % 100))) normalized-pcts)
+        short-by (- total-cents (reduce + 0 individual-cents))
+        adjustments (concat (take short-by (repeat 1)) (repeat 0))
+        final-cents (map + individual-cents adjustments)]
+    (map #(* 0.01 %) final-cents)))
+
+(defn convert-accounts-mode [accounts old-mode new-mode total]
+  (if (= old-mode new-mode)
+    accounts
+    (let [amounts (map :transaction-account/amount accounts)]
+      (map #(assoc %1 :transaction-account/amount %2)
+           accounts
+           (case [old-mode new-mode]
+             ["$" "%"] (map #(->percentage % total) amounts)
+             ["%" "$"] (percentages->dollars amounts total)
+             amounts)))))
+
+(defn account-grid-body* [request]
+  (let [snapshot (-> request :multi-form-state :snapshot)
+        amount-mode (or (:amount-mode snapshot) "$")
+        total (Math/abs (:transaction/amount snapshot))]
+    (com/data-grid {:headers [(com/data-grid-header {} "Account")
+                              (com/data-grid-header {:class "w-32"} "Location")
+                              (com/data-grid-header {:class "w-16"}
+                                                    (com/radio-card {:options [{:value "$" :content "$"}
+                                                                               {:value "%" :content "%"}]
+                                                                     :value amount-mode
+                                                                     :name "step-params[amount-mode]"
+                                                                     :hx-post (bidi/path-for ssr-routes/only-routes ::route/toggle-amount-mode)
+                                                                     :hx-target "#account-grid-body"
+                                                                     :hx-swap "outerHTML"
+                                                                     :hx-include "closest form"}))
+                              (com/data-grid-header {:class "w-16"})]}
+                   (fc/cursor-map #(transaction-account-row* {:value %
+                                                              :client-id (-> request :entity :transaction/client :db/id)
+                                                              :amount-mode amount-mode
+                                                              :total total}))
+
+                   (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 (:transaction/accounts snapshot))
+                                           :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" total))
+                                      (com/data-grid-cell {})))))
+
+(defn toggle-amount-mode [request]
+  (let [snapshot (-> request :multi-form-state :snapshot)
+        old-mode (or (:amount-mode snapshot) "$")
+        new-mode (or (get-in request [:form-params :amount-mode]) "$")
+        total (Math/abs (:transaction/amount snapshot))
+        accounts (convert-accounts-mode (:transaction/accounts snapshot) old-mode new-mode total)]
+    (html-response
+     [:div#account-grid-body
+      (account-grid-body* (assoc-in request [:multi-form-state :snapshot :transaction/accounts] accounts
+                                    [:multi-form-state :snapshot :amount-mode] new-mode))])))
+
 (defrecord BasicDetailsStep [linear-wizard]
   mm/ModalWizardStep
   (step-name [_]
@@ -330,8 +431,6 @@
                   [:div.text-sm.font-medium.text-gray-500 "Transaction Type"]
                   [:div.text-base (or (some-> tx :transaction/type) "-")]]]]
 
-                
-                
 ;; Transaction Links Section
                #_[:div.mb-6.border.rounded-lg.p-4.bg-gray-50
                   [:h3.text-lg.font-semibold.mb-2 "Transaction Links"]
@@ -378,13 +477,11 @@
 
                      ;; Invoices section  
 
-               
 ;; Hidden ID field
               (fc/with-field :db/id
                 (com/hidden {:name (fc/field-name)
                              :value (fc/field-value)}))
 
-               
 ;; Editable fields section
                ;; Vendor field
               )
@@ -414,8 +511,6 @@
                          client-id))]
     (filter #(dollars= (Math/abs (:transaction/amount tx)) (:payment/amount %)) payments)))
 
-
-
 (defn get-available-autopay-invoices [request]
   (let [tx-id (or (-> request :multi-form-state :snapshot :db/id)
                   (get-in request [:route-params :db/id]))
@@ -448,8 +543,7 @@
                                                          [:span.block.text-sm.text-gray-500 (-> invoice :invoice/vendor :vendor/name)]
                                                          [:span.block.text-sm.font-medium (format "$%.2f" (:invoice/outstanding-balance invoice))]]))})
                           :name (fc/with-field :autopay-invoice-ids (fc/field-name))
-                 :width "w-full"})]
+                          :width "w-full"})]]
-        ]
        [:div.text-center.py-4.text-gray-500 "No matching autopay invoices available for this transaction."])]))
 
 (defn get-available-unpaid-invoices [request]
@@ -495,8 +589,7 @@
                                                           [:span.block.text-sm.text-gray-500 (-> invoice :invoice/vendor :vendor/name)]
                                                           [:span.block.text-sm.font-medium (format "$%.2f" (:invoice/outstanding-balance invoice))]]))})
                            :name (fc/with-field :unpaid-invoice-ids (fc/field-name))
-                 :width "w-full"})
+                           :width "w-full"})]
-          ]
          #_(com/a-button {:color :primary "@click" "$dispatch('linkUnpaidInvoices')"} "Link")]]
        [:div.text-center.py-4.text-gray-500 "No matching unpaid invoices available for this transaction."])]))
 
@@ -526,7 +619,6 @@
                                        (-> rule
                                            (update :transaction-rule/description #(some-> % iol-ion.query/->pattern))))))))))
 
-
 (defn transaction-rules-view [request]
   (let [matching-rules (get-available-rules request)]
     [:div
@@ -721,7 +813,6 @@
 
                               ;; Memo field
 
-               
 ;; Approval status field
                 (fc/with-field :transaction/approval-status
                   (com/validated-field
@@ -734,51 +825,8 @@
                 (fc/with-field :transaction/accounts
                   (com/validated-field
                    {:errors (fc/field-errors)}
-                   (com/data-grid {:headers [(com/data-grid-header {} "Account")
+                   [:div#account-grid-body
-                                             (com/data-grid-header {:class "w-32"} "Location")
+                    (account-grid-body* request)]))]]]])
-                                             (com/data-grid-header {:class "w-16"} "$")
-                                             (com/data-grid-header {:class "w-16"})]}
-                                  (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"))
@@ -1060,6 +1108,16 @@
         tx-id (:db/id tx-data)
         client-id (->db-id (:transaction/client tx-data))
         existing-tx (d-transactions/get-by-id tx-id)
+        amount-mode (or (:amount-mode tx-data) "$")
+        total (Math/abs (:transaction/amount existing-tx))
+        tx-data (if (= "%" amount-mode)
+                  (update tx-data :transaction/accounts
+                          #(map (fn [account dollar-amount]
+                                  (assoc account :transaction-account/amount dollar-amount))
+                                %
+                                (percentages->dollars (map :transaction-account/amount %) total)))
+                  tx-data)
+        tx-data (dissoc tx-data :amount-mode)
         transaction [:upsert-transaction (maybe-spread-locations (assoc tx-data :db/id tx-id))]]
 
     (alog/info ::transaction transaction :entity transaction)
@@ -1159,7 +1217,6 @@
                    (html-response (fc/with-field :step-params (payment-matches-view request))
                                   :headers {"hx-trigger" "unlinked"}))))
 
-
 (defrecord EditWizard [_ current-step]
   mm/LinearModalWizard
   (hydrate-from-request
@@ -1193,8 +1250,7 @@
   (form-schema [_]
     edit-form-schema)
   (submit [this {:keys [multi-form-state request-method identity] :as request}]
-    (save-handler request)
+    (save-handler request)))
-    ))
 
 (def edit-wizard (->EditWizard nil nil))
 
@@ -1250,12 +1306,20 @@
     ::route/account-balance (-> account-balance
                                 (mm/wrap-wizard edit-wizard)
                                 (mm/wrap-decode-multi-form-state))
+    ::route/toggle-amount-mode (-> toggle-amount-mode
+                                   (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]
+                                                               (let [snapshot (-> request :multi-form-state :snapshot)
+                                                                     amount-mode (or (:amount-mode snapshot) "$")
+                                                                     total (Math/abs (:transaction/amount snapshot))]
                                                                  (transaction-account-row*
                                                                   {:value cursor
-                                                                 :client-id (:client-id (:query-params request))}))
+                                                                   :client-id (:client-id (:query-params request))
+                                                                   :amount-mode amount-mode
+                                                                   :total total})))
                                                              (fn build-new-row [base _]
                                                                (assoc base :transaction-account/location "Shared")))
                                      (wrap-schema-enforce :query-schema [:map

src/cljc/auto_ap/routes/transactions.cljc

@@ -31,6 +31,7 @@
              "/location-select" ::location-select
               "/account-total" ::account-total
               "/account-balance" ::account-balance
+              "/toggle-amount-mode" ::toggle-amount-mode
               "/edit-wizard-new-account" ::edit-wizard-new-account
              "/match-payment" ::link-payment
              "/match-autopay-invoices" ::link-autopay-invoices