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feat(transactions): port manual bank-transaction import to SSR

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Implement the SSR/alpine/htmx manual transaction import, wiring the
already-declared but unhandled ::external-import-page/parse/import routes.
Mirrors the SSR ledger import: paste the exact master-branch Yodlee
positional-column TSV, review parsed rows in an editable grid with per-row
error/warning badges, and import. Every master validation is preserved and
the existing import.transactions engine is reused unchanged
(via import.manual/import-batch), so core components are untouched.

- New ns auto-ap.ssr.transaction.import (page, paste/parse, editable grid,
  two-tier validation, import handler) + admin-only transactions Import nav.
- Two-tier validation: fixable problems (bad date/amount, unknown client or
  bank-account code, missing fields) are hard errors that block the whole
  batch; inherent skip-conditions (non-POSTED, before start-date/locked,
  already-imported) are warnings computed from the engine's own
  categorize-transaction so the grid preview matches the import result.
- Tests: failing-first Playwright e2e (e2e/transaction-import.spec.ts) plus
  unit/integration coverage (ssr/transaction/import_test.clj, 10 tests).
- Deterministic bank-account code in the e2e seed.

Plan: docs/plans/2026-06-01-001-feat-manual-transaction-import-ssr-plan.md

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Bryce
2026-06-01 11:18:28 -07:00
parent b6649a3d1d
commit a1098b28f8
8 changed files with 1056 additions and 14 deletions
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28
test/clj/auto_ap/test_server.clj
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@@ -67,7 +67,7 @@
[(assoc (test-client :db/id "client-id"
:client/code "TEST"
:client/locations ["DT"])
:client/bank-accounts [(test-bank-account :db/id "bank-account-id")])
:client/bank-accounts [(test-bank-account :db/id "bank-account-id" :bank-account/code "TEST-CHK")])
(test-client :db/id "client-id-2"
:client/code "TEST2"
:client/locations ["NY"])
@@ -135,19 +135,19 @@
:payment/status :payment-status/pending
:payment/date #inst "2023-06-15")
;; Transaction and unpaid invoice for link testing
(test-transaction :db/id "transaction-id-unpaid"
:transaction/client "client-id"
:transaction/bank-account "bank-account-id"
:transaction/amount -150.0
:transaction/description-original "Transaction for unpaid invoice link"
:transaction/approval-status :transaction-approval-status/unapproved)
(test-transaction :db/id "transaction-id-feedback"
:transaction/client "client-id"
:transaction/bank-account "bank-account-id"
:transaction/amount 400.0
:transaction/description-original "Transaction for feedback review"
:transaction/approval-status :transaction-approval-status/requires-feedback)
(test-invoice :db/id "invoice-unpaid-id"
(test-transaction :db/id "transaction-id-unpaid"
:transaction/client "client-id"
:transaction/bank-account "bank-account-id"
:transaction/amount -150.0
:transaction/description-original "Transaction for unpaid invoice link"
:transaction/approval-status :transaction-approval-status/unapproved)
(test-transaction :db/id "transaction-id-feedback"
:transaction/client "client-id"
:transaction/bank-account "bank-account-id"
:transaction/amount 400.0
:transaction/description-original "Transaction for feedback review"
:transaction/approval-status :transaction-approval-status/requires-feedback)
(test-invoice :db/id "invoice-unpaid-id"
:invoice/client "client-id"
:invoice/vendor "vendor-id"
:invoice/total 150.0