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>
