test(ssr): Phase 10 parity gate — characterization spec for the Client wizard

Pin the current (pre-migration) behavior of the Client wizard — the largest SSR
modal: seven linear steps (info → matches → contact → bank-accounts → integrations
→ cash-flow → other-settings) plus the parameterized bank-account sub-editor — so
the upcoming engine migration preserves it.

- e2e/client-wizard.spec.ts: new dialog renders info + the 7-step timeline; edit
  opens prefilled with a disabled code; the bank-accounts step shows the seeded
  account card and the add-account affordance (the crux sub-step); and an
  edit-through-to-save round-trip keeps the client in the grid.
- test_server.clj: give the seeded TEST client a :client/name so the row is
  selectable in the admin grid (its base query requires :client/name); also honor
  a TEST_SERVER_PORT env var so a from-disk e2e JVM can run on a free port
  alongside a REPL-held one (the same parallel-run need the playwright config notes).

Full e2e suite green (69/69) against a fresh from-disk server.

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

e2e/client-wizard.spec.ts

@@ -0,0 +1,88 @@
+import { test, expect } from '@playwright/test';
+
+// Characterization spec for the Client wizard — the largest SSR modal in the app:
+// seven linear steps (info → matches → contact → bank-accounts → integrations →
+// cash-flow → other-settings) PLUS a parameterized bank-account sub-editor reached
+// from the bank-accounts step. This pins the CURRENT (pre-migration) behavior so the
+// Phase 10 migration onto the session-backed engine preserves it.
+//
+// The seed (test_server.clj) exposes client "Test Client" (code TEST, location DT) which
+// owns one "Test Checking" (TEST-CHK) bank account. The admin grid's base query requires
+// :client/name, so the seed gives TEST a name purely so the row is selectable here.
+test.beforeEach(async ({ request }) => { await request.post('/test-reset'); });
+
+// The grid lazy-loads its rows into #entity-table after the page renders.
+async function openClientList(page: any) {
+  await page.goto('/admin/client');
+  await page.waitForSelector('#entity-table tbody tr[data-id]');
+}
+
+async function openNewClient(page: any) {
+  await openClientList(page);
+  await page.locator('button:has-text("New Client")').first().click();
+  await page.waitForSelector('#wizard-form');
+  await page.waitForTimeout(400);
+}
+
+async function openEditTestClient(page: any) {
+  await openClientList(page);
+  await page.locator('#entity-table tbody tr', { hasText: 'Test Client' }).first()
+    .locator('[hx-get*="/edit"]').first().click();
+  await page.waitForSelector('#wizard-form');
+  await page.waitForTimeout(400);
+}
+
+// Jump to a step via its timeline button (validates the current step first). Steps are
+// keyed in the navigate URL as `to=:<step>` (the colon is %3A url-encoded in the attr).
+async function gotoStep(page: any, step: string) {
+  await page.locator(`#wizard-form [hx-put*="to=%3A${step}"]`).first().click();
+  await page.waitForTimeout(500);
+}
+
+test.describe.configure({ mode: 'serial' });
+
+test.describe('Client wizard (characterization)', () => {
+  test('new dialog renders the info step with the 7-step timeline', async ({ page }) => {
+    await openNewClient(page);
+    const form = page.locator('#wizard-form');
+    await expect(form.locator('input[name="step-params[client/name]"]')).toBeVisible();
+    await expect(form.locator('input[name="step-params[client/code]"]').first()).toBeVisible();
+    await expect(form).toContainText('Locations');
+    // the timeline lists all seven steps
+    for (const label of ['Info', 'Matches', 'Contact', 'Bank Accounts',
+                          'Integrations', 'Cash Flow', 'Other Settings']) {
+      await expect(form).toContainText(label);
+    }
+  });
+
+  test('edit opens prefilled with the name and a disabled code', async ({ page }) => {
+    await openEditTestClient(page);
+    const form = page.locator('#wizard-form');
+    await expect(form.locator('input[name="step-params[client/name]"]')).toHaveValue('Test Client');
+    // the visible code input is disabled on edit (a hidden twin carries the value on submit)
+    const code = form.locator('input[name="step-params[client/code]"]').first();
+    await expect(code).toHaveValue('TEST');
+    await expect(code).toBeDisabled();
+  });
+
+  test('bank-accounts step shows the seeded account card and a new-account affordance', async ({ page }) => {
+    await openEditTestClient(page);
+    await gotoStep(page, 'bank-accounts');
+    const form = page.locator('#wizard-form');
+    // the seeded bank account renders as a card showing its name
+    await expect(form).toContainText('Test Checking');
+    // the add-a-bank-account affordance is present
+    await expect(form).toContainText('Add a new cash account');
+  });
+
+  test('editing through to the last step and saving keeps the client in the grid', async ({ page }) => {
+    await openEditTestClient(page);
+    // rename, then jump to the final step and save
+    await page.locator('#wizard-form input[name="step-params[client/name]"]').fill('Test Client RENAMED');
+    await gotoStep(page, 'other-settings');
+    await page.locator('#wizard-form button[type="submit"]:has-text("Save")').first().click();
+    await page.waitForTimeout(1200);
+    await openClientList(page);
+    await expect(page.locator('#entity-table')).toContainText('Test Client RENAMED');
+  });
+});

test/clj/auto_ap/test_server.clj

@@ -68,6 +68,7 @@
   (let [tx-result @(dc/transact conn
                                 [(assoc (test-client :db/id "client-id"
                                                      :client/code "TEST"
+                                                     :client/name "Test Client"
                                                      :client/locations ["DT"])
                                         :client/bank-accounts [(test-bank-account :db/id "bank-account-id" :bank-account/code "TEST-CHK"
                                                                                   :bank-account/visible true :bank-account/name "Test Checking")])
@@ -300,8 +301,9 @@
   (let [test-conn (create-test-db)
         tx-id (seed-test-data test-conn)]
     (reset! test-transaction-id tx-id)
-    (let [server (run-jetty (test-app) {:port 3333 :join? false})]
-      (println "Test server started on http://localhost:3333")
+    (let [port (Integer/parseInt (or (System/getenv "TEST_SERVER_PORT") "3333"))
+          server (run-jetty (test-app) {:port port :join? false})]
+      (println (str "Test server started on http://localhost:" port))
       (println "Transaction entity ID:" tx-id)
       server)))