test(ssr): Phase 4 parity gate — seed + characterization spec for Sales Summary edit

Establishes the behavior-parity safety net required before migrating the POS
Sales Summary edit modal off the wizard (the modal had zero test coverage and the
test server seeded no POS data).

- test_server.clj: seed a balanced sales summary ($500 credit = $500 debit) with
  two auto items referencing the existing test client + accounts; surface its id
  via /test-info (`salesSummaryId`).
- e2e/sales-summary-edit.spec.ts: characterization spec (6 tests) capturing current
  behavior — open modal (debit/credit columns, categories, resolved account names,
  amounts), balanced state, inline account editor (pencil -> typeahead editor ->
  cancel restores / save re-renders the cell), and Save (PUT round-trip closes the
  modal + keeps the grid row). Exercises the edit-wizard, edit/save/cancel-item-account,
  and edit-wizard-submit routes.

Notable finding: the "New Summary Item" button is currently BROKEN (its Alpine
handler throws "newRowIndex is not defined" and hx-target="closest .new-row"
matches no ancestor, so the new-summary-item route never fires). The spec documents
this as inert rather than asserting it works; the migration will decide fix-vs-preserve.

Full Playwright suite 45/45 (39 prior + 6 new).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

e2e/sales-summary-edit.spec.ts

@@ -0,0 +1,126 @@
+import { test, expect } from '@playwright/test';
+
+// Characterization spec for the POS Sales Summary edit modal. Captures CURRENT
+// (pre-migration) behavior so the wizard -> plain-Selmer migration can be proven
+// behavior-preserving. Reset the shared dataset before each test for isolation.
+test.beforeEach(async ({ request }) => {
+  await request.post('/test-reset');
+});
+
+async function getTestInfo(page: any) {
+  return (await page.request.get('/test-info')).json();
+}
+
+async function openEditModal(page: any) {
+  await page.setExtraHTTPHeaders({ 'x-clients': '"mine"' });
+  await page.goto('/pos/summaries');
+  await page.waitForSelector('#entity-table tbody tr');
+  // The row's edit button is an hx-get to /pos/summaries/<id> (the edit-wizard route).
+  await page.locator('#entity-table tbody tr').first()
+    .locator('a[hx-get], button[hx-get]').first().click();
+  await page.waitForSelector('#wizardmodal');
+}
+
+test.describe.configure({ mode: 'serial' });
+
+test.describe('Sales Summary Edit (characterization)', () => {
+  test('opens the edit modal with debit/credit columns, categories, accounts and amounts', async ({ page }) => {
+    await openEditModal(page);
+
+    const modal = page.locator('#wizardmodal');
+    await expect(modal).toContainText('Edit Summary');
+    await expect(modal).toContainText('Debits');
+    await expect(modal).toContainText('Credits');
+    // seeded items
+    await expect(modal).toContainText('Cash Deposit');     // debit item category
+    await expect(modal).toContainText('Food Sales');       // credit item category
+    // resolved account names (account-display-cell pulls the account name)
+    await expect(modal).toContainText('Second Account');   // debit item account
+    await expect(modal).toContainText('Test Account');     // credit item account
+    // amounts render
+    await expect(modal).toContainText('$500.00');
+
+    // two account cells, each with an inline-edit pencil
+    expect(await modal.locator('.account-cell').count()).toBe(2);
+    expect(await modal.locator('[hx-get*="edit/item-account"]').count()).toBe(2);
+  });
+
+  test('seeded summary is balanced (no out-of-balance indicator)', async ({ page }) => {
+    await openEditModal(page);
+    const modal = page.locator('#wizardmodal');
+    // balanced: $500 debit == $500 credit, so no unbalanced warning text
+    await expect(modal).not.toContainText('Out of balance');
+    await expect(modal).not.toContainText('Unbalanced');
+  });
+
+  test('inline account edit: pencil opens the typeahead editor; cancel restores the display', async ({ page }) => {
+    await openEditModal(page);
+    const modal = page.locator('#wizardmodal');
+
+    // The debit row shows "Second Account" with a pencil. Click it -> account-edit-cell.
+    const debitCell = modal.locator('.account-cell', { hasText: 'Second Account' }).first();
+    await debitCell.locator('[hx-get*="edit/item-account"]').click();
+
+    // edit cell: a typeahead plus check (save) + cancel buttons
+    const editCell = modal.locator('.account-cell').filter({ has: page.locator('[hx-put*="save-item-account"]') }).first();
+    await expect(editCell.locator('[hx-put*="save-item-account"]')).toBeVisible();
+    await expect(editCell.locator('[hx-get*="cancel-item-account"]')).toBeVisible();
+
+    // Cancel -> back to display mode showing the original account
+    await editCell.locator('[hx-get*="cancel-item-account"]').click();
+    await page.waitForTimeout(300);
+    await expect(modal.locator('.account-cell', { hasText: 'Second Account' }).first()).toBeVisible();
+    // back in display mode: the pencil (edit) is shown again
+    await expect(modal.locator('.account-cell', { hasText: 'Second Account' })
+      .first().locator('[hx-get*="edit/item-account"]')).toBeVisible();
+  });
+
+  test('inline account edit: save (check) re-renders the account display cell', async ({ page }) => {
+    await openEditModal(page);
+    const modal = page.locator('#wizardmodal');
+
+    const creditCell = modal.locator('.account-cell', { hasText: 'Test Account' }).first();
+    await creditCell.locator('[hx-get*="edit/item-account"]').click();
+
+    const editCell = modal.locator('.account-cell').filter({ has: page.locator('[hx-put*="save-item-account"]') }).first();
+    await expect(editCell.locator('[hx-put*="save-item-account"]')).toBeVisible();
+    // Save without changing -> display cell re-renders, account preserved, pencil back.
+    await editCell.locator('[hx-put*="save-item-account"]').click();
+    await page.waitForTimeout(300);
+    const display = modal.locator('.account-cell', { hasText: 'Test Account' }).first();
+    await expect(display).toBeVisible();
+    await expect(display.locator('[hx-get*="edit/item-account"]')).toBeVisible();
+  });
+
+  // NOTE: the "New Summary Item" button is currently BROKEN in this modal and is
+  // therefore intentionally not characterized as working. Its Alpine handler
+  // (`@click="$dispatch('newRow', {index: (newRowIndex++)})"`) throws
+  // "newRowIndex is not defined" (the modal's x-data is empty), and even if it
+  // fired, `hx-target="closest .new-row"` matches no ancestor in this div layout,
+  // so the `new-summary-item` route never fires. We assert the *current* behavior:
+  // the button is present but adds nothing. The migration may fix or preserve this.
+  test('New Summary Item button is present but currently inert (documents the break)', async ({ page }) => {
+    await openEditModal(page);
+    const modal = page.locator('#wizardmodal');
+    const before = await modal.locator('input').count();
+    await modal.locator('[hx-get*="sales-summary-item"]').first().click();
+    await page.waitForTimeout(500);
+    // no manual row was added (no category input appeared, input count unchanged)
+    expect(await modal.locator('input[placeholder="Category/Explanation"]').count()).toBe(0);
+    expect(await modal.locator('input').count()).toBe(before);
+  });
+
+  test('Save closes the modal and the summary stays in the grid', async ({ page }) => {
+    await openEditModal(page);
+    const modal = page.locator('#wizardmodal');
+    // submit the form via the Save button; the PUT swaps the grid row + fires modalclose
+    const putResp = page.waitForResponse(r =>
+      r.url().includes('/pos/summaries') && r.request().method() === 'PUT');
+    await modal.locator('button[type="submit"]').click();
+    expect((await putResp).status()).toBe(200);
+    // modalclose hides the modal (it is hidden, not removed from the DOM)
+    await expect(modal).toBeHidden({ timeout: 5000 });
+    // the grid still shows the summary row
+    await expect(page.locator('#entity-table tbody tr')).toHaveCount(1);
+  });
+});

test/clj/auto_ap/test_server.clj

@@ -29,6 +29,7 @@
 (def test-transaction-id (atom nil))
 (def test-account-ids (atom {}))
 (def test-client-ids (atom {}))
+(def test-sales-summary-id (atom nil))
 
 (defn admin-identity []
   (case @test-identity-mode
@@ -160,7 +161,26 @@
                                                :invoice/invoice-number "UNPAID-001"
                                                :invoice/expense-accounts [{:invoice-expense-account/account "account-id"
                                                                            :invoice-expense-account/amount 150.0
-                                                                           :invoice-expense-account/location "DT"}])])
+                                                                           :invoice-expense-account/location "DT"}])
+                                 ;; Sales summary for the POS sales-summary edit modal e2e
+                                 ;; (balanced: $500 credit = $500 debit).
+                                 {:db/id "sales-summary-id"
+                                  :sales-summary/client "client-id"
+                                  :sales-summary/date #inst "2026-06-20T00:00:00Z"
+                                  :sales-summary/items [{:db/id "ss-item-credit"
+                                                         :sales-summary-item/category "Food Sales"
+                                                         :sales-summary-item/sort-order 0
+                                                         :sales-summary-item/manual? false
+                                                         :ledger-mapped/ledger-side :ledger-side/credit
+                                                         :ledger-mapped/amount 500.0
+                                                         :ledger-mapped/account "account-id"}
+                                                        {:db/id "ss-item-debit"
+                                                         :sales-summary-item/category "Cash Deposit"
+                                                         :sales-summary-item/sort-order 1
+                                                         :sales-summary-item/manual? false
+                                                         :ledger-mapped/ledger-side :ledger-side/debit
+                                                         :ledger-mapped/amount 500.0
+                                                         :ledger-mapped/account "account-id-2"}]}])
         tempids (:tempids tx-result)
         tx-entity-id (get tempids "transaction-id")]
     (println "Test transaction entity ID:" tx-entity-id)
@@ -174,6 +194,7 @@
     (reset! test-client-ids
             {:test (get tempids "client-id")
              :test2 (get tempids "client-id-2")})
+    (reset! test-sales-summary-id (get tempids "sales-summary-id"))
     tx-entity-id))
 
 (defn test-info-handler [request]
@@ -183,6 +204,7 @@
           {:transactionId @test-transaction-id
            :accounts @test-account-ids
            :clientMode @test-identity-mode
+           :salesSummaryId @test-sales-summary-id
            :clients (mapv :client/code (:clients request))})})
 
 (defn test-set-client-mode-handler [request]