sales-summaries-v2 recomputes every dirty summary, but nothing set the dirty
flag on a schedule: mark-all-dirty was only ever called by hand from the
comment block, and the job was registered in neither server.clj's
INTEGREAT_JOB dispatch nor terraform/deploy.tf, so -main was dead code that
could never run in production. Summaries were only recalculated when someone
remembered to do it in the REPL, and POS data keeps arriving after a business
day closes, so a summary computed once on the day was routinely wrong and
stayed wrong.
Add a daily job that marks the trailing 7 days dirty and recomputes them,
leaving finished work alone. "Finished" is the condition the app already calls
Balanced -- debits equal credits and every line is mapped to an account. Since
that is derived rather than stored, a summary that later falls out of balance
is picked up again on the next run.
Extract the Balanced predicate into auto-ap.datomic.sales-summaries so the
grid's pill and the job share one definition, rather than a background job
requiring an SSR namespace. total-debits/total-credits resolve the ledger side
from either a plain keyword or the {:db/ident ...} map a pull returns, and
accepted? requires every item to declare a side: un-normalized pulled items
otherwise sum to 0.0 on both sides, read as balanced, and get skipped
silently and permanently.
Also fix sales-summaries-v2 destroying user-entered line items. It filtered
for :sales-summary-item/manual? to preserve them, but dirty-sales-summaries'
index-pull selector never fetched :sales-summary/items, so manual-items was
always empty. Because items is a component attribute upserted via
[:reset-rels ...], every recompute deleted the hand-entered lines -- often the
very lines that make a summary balance. Harmless while nothing ran on a
schedule; destructive the moment this does.
Register the job in the admin Background Jobs dropdown too, with a days
field: schedules are prod-only, so the admin page is the only way to run it
on staging.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The Sysco importer codes line items by exact-matching the item description
against resources/sysco_line_item_mapping.csv, falling back to GL 50000
(Food Costs) when no entry exists. On master, 8 of the paper-product
descriptions on recent invoices (e.g. BAG PAPER 250 CT, NAPKIN 2PLY INTR
FOLD 6.3X8.26, CONTAINER PAPER 4/110OZ NTG) were missing, so they
defaulted to 50000 instead of 55000 (Paper Costs).
Append the 34 curated mappings (Ids 1762-1795) covering these paper items
(-> 55000) plus the other new items from the same invoices, so they code
correctly on re-import.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Aligns debit/credit amounts to a right column with tabular-nums;
replaces the in-cell delta and balanced text with chip-style status
indicators; shortens the edit dialog and clarifies its totals/unbalanced
footer rows; gives manual line items a subtle accent so they're
distinguishable from auto-generated rows.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
## Summary
Completes the automatic sales summary pipeline end-to-end: the `sales-summaries-v2` job now calculates aggregate totals, preserves manual adjustments, and automatically posts balanced journal entries to the ledger.
## What Changed
**New Datomic transaction function** (`upsert-sales-summary-ledger`)
- Transforms detailed `sales-summary-item`s into aggregated `journal-entry` lines grouped by account and ledger side
- Handles the full upsert: posts a new journal entry for summaries with mapped accounts, or retracts the orphaned entry if items no longer qualify
**Enhanced `sales-summaries-v2` job**
- Calculates and stores 13 aggregate total attributes (card/cash/food-app/gift-card payments, refunds, fees, discounts, tax, tip, returns, unknown, net)
- Preserves manual items (`manual? true`) during recalculation — only auto-calculated items are replaced
**Ledger reconciliation**
- `reconcile-ledger` now queries for sales summaries missing journal entries and repairs them via `:upsert-sales-summary-ledger`, alongside existing invoice and transaction repairs
**Schema**
- Added 13 `total-*` attributes on `sales-summary` (all `db.type/double`, no history)
- Registered the new transaction function in `tx.clj` and `datomic.clj`
**Admin UI cleanup**
- Resolved "clientize" and HTMX `client-id` TODOs in the sales summaries admin page
- `new-summary-item` now correctly passes `client-id` via `hx-vals`
- Removed stale TODO comments and placeholder code
## Files Changed (8)
| File | Purpose |
|------|---------|
| `iol_ion/.../upsert_sales_summary_ledger.clj` | New Datomic tx function |
| `iol_ion/.../tx.clj` | Register new tx function |
| `resources/schema.edn` | 13 new `total-*` attributes |
| `src/.../datomic.clj` | Load new tx namespace |
| `src/.../jobs/sales_summaries.clj` | Aggregate totals + manual item preservation |
| `src/.../ledger.clj` | Sales summary repair in `reconcile-ledger` |
| `src/.../ssr/admin/sales_summaries.clj` | UI TODO cleanup |
| `docs/plans/...plan.md` | Implementation plan document |
Co-authored-by: Bryce <bryce@integreatconsult.com>
Reviewed-on: #5
Co-authored-by: Bryce <bryce@brycecovertoperations.com>
Co-committed-by: Bryce <bryce@brycecovertoperations.com>
- Add testing patterns section (Grid Page, Wizard, Permission Gates)
- Convert all behaviors to numbered tables with checkboxes
- Specify test strategy per behavior (Unit/Integration/UI)
- Group by feature area: Display, Filter, Sort, Pay Wizard, etc.
- Add cross-cutting Permissions and Lock Date tables
- Reduce from 496 to 403 lines while being more comprehensive
Add behavior documentation covering all SSR and legacy SPA pages:
- Testing strategy and type definitions (unit/integration/UI)
- Dashboard, Invoice, Payment, Transaction, Ledger pages
- Company/Settings, POS, Admin, Search, Auth pages
- Legacy SPA behavior docs (no UI tests until migrated)
- Edge cases, test data requirements, and dependencies per subsystem
Total: 3,600+ lines of behavior documentation to guide test authorship.
Validates existing template correctly parses multi-page invoice with:
- Invoice number 03882095
- Customer identifier NICK THE GREEK
- Account number 600 VISTA WAY
- Total of $946.24
New repository-based skill at .claude/skills/invoice-template-creator/:
- SKILL.md: Complete guide for creating invoice parsing templates
- references/examples.md: Common patterns and template examples
- Covers vendor identification, regex patterns, field extraction
- Includes testing strategies and common pitfalls
Updated AGENTS.md with reference to the new skill.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- customer-identifier field: customer name (e.g., 'NICK THE GREEK')
- account-number field: street address (e.g., '600 VISTA WAY')
- Combined they provide full customer identification with address
- Updated test to verify both fields and their concatenation
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Extract city/state/zip in location field
- Customer address now split across 3 fields:
- customer-identifier: customer name
- account-number: street address
- location: city, state zip
- All components verified in test
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Extract customer name in customer-identifier field
- Extract street address in account-number field
- Use non-greedy regex with lookahead to capture clean values
- Update test to verify both name and address extraction
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add new PDF template for Bonanza Produce vendor
- Template uses phone number 530-544-4136 as unique identifier
- Extracts invoice number, date, customer identifier, and total
- Includes passing test for invoice 03881260
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
