Commit Graph

2704 Commits

Author SHA1 Message Date
1f6395382d refactor(charts): unify on Chart.js, remove Chartist
The admin page was the only consumer of Chartist while the dashboard and
expense report already use Chart.js. Convert the admin "Growth in clients"
(bar) and "Changes by hour" (line) charts to Chart.js using the same
Alpine x-data/x-init canvas pattern as the dashboard, and drop the global
Chartist CSS/JS includes from the base page.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 07:55:47 -07:00
d52159637e fixes 2026-06-02 07:15:42 -07:00
3648597031 update 2026-06-02 07:14:37 -07:00
901d9eb508 date-choosing 2026-06-02 07:13:29 -07:00
569e52d1c1 Merge pull request 'feat(transactions): port manual bank-transaction import to SSR' (#9) from integreat-add-transaction-manual into staging
Reviewed-on: #9
2026-06-01 21:06:52 -07:00
9cc3418b1b fix(review): apply autofix feedback
- Alphabetize the import.clj :require block (AGENTS.md Import Formatting).
- Remove unused imports (digest, strip) flagged by clj-kondo.
- Make the client-not-found classify-table test independent: it previously
  reused the bank-account-not-found input and added zero marginal coverage;
  now seeds an orphan bank account so only the client error fires.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 11:34:31 -07:00
a1098b28f8 feat(transactions): port manual bank-transaction import to SSR
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>
2026-06-01 11:18:28 -07:00
b6649a3d1d fixes 2026-05-31 08:37:44 -07:00
38ae6f460f Cleanup of simple/advanced mode 2026-05-31 08:30:11 -07:00
e156d8bfd8 fixes vendor selection bug 2026-05-30 09:21:39 -07:00
5c2cf8a631 agent changes 2026-05-30 00:08:27 -07:00
b8a0e9c3dc merged. 2026-05-29 17:32:33 -07:00
9659164fdc instructions 2026-05-29 11:07:44 -07:00
8f0a474fa8 resources 2026-05-29 10:55:34 -07:00
6814cf1b15 better login page 2026-05-29 10:55:14 -07:00
3441ae63b4 fix: normalize account ref map to db/id in simple mode rendering
When a transaction is pre-coded, the snapshot stores :transaction-account/account
as a Datomic ref map {:db/id N} rather than a bare integer. simple-mode-fields*
and the simpleAccountId Alpine initializer both need the integer id, not the map,
to correctly populate the account typeahead value and the x-hx-val binding.
2026-05-28 00:10:15 -07:00
79ddda624a fix: change toggle-mode links from hx-get to hx-post so form data is submitted 2026-05-27 23:53:43 -07:00
cbb9bc750d fix: prefer step-params over snapshot for row-count and existing-row 2026-05-27 23:49:59 -07:00
a7ac7eae35 refactor: remove dead code and redundant assertions in simple/advanced mode tests 2026-05-27 23:44:18 -07:00
c6699dd05a test: complete AC17 fields-present assertions 2026-05-27 23:39:35 -07:00
1be83a01f5 test: add missing AC tests and fix AC numbering 2026-05-27 23:36:08 -07:00
ebd91f1911 test: strengthen assertions and add AC6 save round-trip test 2026-05-27 23:25:47 -07:00
c9a587a8c5 test: add tests for simple/advanced mode in transaction edit modal 2026-05-27 23:17:10 -07:00
9997d60de1 fix: handle absent :transaction/accounts in simple-mode-fields* (ValCursor crash) 2026-05-27 23:07:52 -07:00
06fb0ea067 feat: update edit-vendor-changed-handler to support simple/advanced mode 2026-05-27 22:03:13 -07:00
9a7d0b8b18 feat: add edit-wizard-toggle-mode-handler 2026-05-27 21:59:33 -07:00
70a3db9a64 fix: repair vendor-changed swap target and remove unused declare 2026-05-27 21:57:11 -07:00
4e22fb1d82 feat: extract manual-coding-section* with simple/advanced mode selection 2026-05-27 21:52:09 -07:00
a88dcf4122 fix: safe cursor indexing in simple-mode-fields* 2026-05-27 21:44:54 -07:00
00b5303c28 feat: add simple-mode-fields* for transaction edit modal 2026-05-27 21:40:04 -07:00
ab1a2c3368 feat: add edit-wizard-toggle-mode route 2026-05-27 21:35:21 -07:00
724b6d82f5 docs: add implementation plan for transaction edit simple/advanced mode 2026-05-27 21:33:17 -07:00
6500c44909 docs: fix spec inconsistencies from self-review 2026-05-27 21:10:20 -07:00
2e4152e3fc docs: add spec for transaction edit modal simple/advanced mode 2026-05-27 21:09:37 -07:00
6ce6a6e0c7 restored default. 2026-05-27 14:14:12 -07:00
17eebe5628 Add http-port override, login UI improvements, and dev tooling 2026-05-27 14:13:43 -07:00
e5a2d0bbba Simplify sysco line item allocation: use actual amounts, default unmatched to food cost (50000) 2026-05-27 13:22:29 -07:00
7db1e07512 new glimpse test. 2026-05-27 10:14:54 -07:00
df32100ca2 should fix invoices 2026-05-27 08:48:12 -07:00
daea729e8e Fixes logging issues. 2026-05-27 08:42:42 -07:00
de933699aa Merge branch 'integreat-assorted' into staging 2026-05-26 23:20:45 -07:00
4fca49bff0 fixes a number of issues 2026-05-26 23:20:31 -07:00
2f9da3cdd9 general improvements 2026-05-26 22:25:47 -07:00
78bd1d92e0 Merge branch 'integreat-invoices-for-ntg' into staging 2026-05-26 22:04:37 -07:00
99dd88329e uses percent 2026-05-26 22:04:21 -07:00
de73233a08 transaction dialog now uses sidebar. 2026-05-26 21:58:24 -07:00
11cc887671 unique locations 2026-05-26 21:56:58 -07:00
a4d7ac5982 Allows upload of CSV of sysco with line item parsing 2026-05-26 21:53:04 -07:00
f42d937691 fix: replace broken hx-vals JS with hx-include for transaction nav links
The hx-vals attribute with a JavaScript IIFE was causing a SyntaxError
when navigating to the transactions page from any other page. Replaced
with hx-include="#transaction-filters" which correctly preserves
filter state across transaction sub-pages.
2026-05-26 21:16:37 -07:00
200056098f feat: add memo filter and enhance description filter with regex matching
- Add new memo filter to transaction page (searches :transaction/memo)
- Enhance existing description filter to use case-insensitive regex
- Both filters support wildcard matching via .* pattern
- Add e2e tests for filter functionality
- Update test data with memo fields
2026-05-26 16:34:56 -07:00