Commit Graph

10 Commits

Author SHA1 Message Date
599b849e6f refactor(ssr): Phase 4 — full Selmer migration of POS Sales Summary; remove the wizard; fix add-item + totals
Migrates the POS Sales Summary edit modal off the wizard to a plain Selmer form,
building on the parity gate committed earlier. Largest migration so far and the
first with no prior test coverage.

What changed
- Wizard removed: deleted MainStep/EditWizard records, MultiStepFormState, the
  step-params[...] prefix, the EDN snapshot round-trip, and all mm/* middleware.
  Replaced with a plain handler + flat wrap-decode/wrap-derive-state. The 51 fc/
  cursor refs are de-cursored into explicit data + Selmer templates.
- db/id-keyed item merge: wrap-derive-state overlays posted items onto the
  persisted items by :db/id, so read-only fields the form doesn't post
  (ledger-side, amount) survive a re-render and the debit/credit split + totals
  stay correct. New manual rows (temp db/id) ride through as-is.
- Inline click-to-edit account cell preserved as three small targeted
  .account-cell-swap routes (edit/save/cancel-item-account), ported to Selmer
  with the new field-name scheme.
- 100% Selmer modal render path (the remaining Hiccup / hx-swap-oob / "hx-"
  strings are all grid-page code — grid render lambdas, the filters form, and the
  submit response-header map — not the modal).
- Routes: dropped edit-wizard-navigate + new-summary-item; added form-changed.

Fixes (two pre-existing bugs, per request)
- "New Summary Item" add button (was throwing `newRowIndex is not defined` and
  targeting a non-existent `.new-row`) is now a whole-form-swap op=new-item that
  adds an editable manual row (category + account typeahead + debit/credit money
  inputs + remove).
- The dead totals/balance display (malformed Hiccup that discarded its labels) is
  replaced by a proper #summary-totals block showing running Total +
  Balanced/Unbalanced, refreshed via a Rule-4 targeted swap on manual amount edits.

Scorecard delta (pos/sales_summaries.clj): LOC 790->732, mm coupling 20->0,
wizard records 4->0, fc/ cursor 51->0, step-params 27->0 (2 comments), modal
routes 8->6. (hx-swap-oob 1 and mixed-hx live in the grid page, not the modal.)

Verification: sales-summary spec 7/7 (incl. the two fixes); full Playwright suite
46/46; cljfmt clean. Skill fed: scorecard row + narrative; gotchas (parity-gate-
first, characterize-then-fix, keyup-trigger tests); cookbook (inline click-to-edit
cell, db/id-keyed item merge).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-24 22:13:19 -07:00
03620e9d42 refactor(ssr): Phase 3 — full Selmer migration of Transaction Bulk Code; remove the wizard
Migrates the Transaction Bulk Code modal (a single-step form wearing a full
wizard costume) to a plain Selmer form, cold-applying the ssr-form-migration
skill. Almost entirely reuse of the Phase-2 work: the whole `sc/*` Selmer
component library, `account-typeahead*` / `location-select*`, and the
`edit-modal` / `transitioner` chrome are imported wholesale.

What changed
- Wizard removed: deleted `BulkCodeWizard` / `AccountsStep` records,
  `MultiStepFormState`, the `step-params[...]` prefix, and all `mm/*`
  middleware. Replaced with a plain handler + flat `wrap-bulk-state` (decode
  straight into `bulk-code-schema`, no snapshot round-trip).
- Selection round-trip: the non-editable transaction selection is resolved to
  a concrete not-locked id vector at open and ridden back in hidden `ids[]`
  fields (the bulk analog of edit's single `db/id`) — no EDN snapshot, no
  filter re-query, and more correct (codes exactly the rows the user saw).
- 100% Selmer render path (only the shared terminal `com/success-modal` keeps
  Hiccup — heuristic-9 exception). New shared component `sc/select`
  (`location-select.html` generalized) for the status dropdown.
- Routes 4 -> 3: GET `bulk-code` (open), POST `bulk-code-submit`, POST
  `bulk-code-form-changed` (one whole-form op dispatcher folding the old
  `new-account` + `vendor-changed` routes). Location swap moved off `find *`
  onto explicit `#account-location-<index>` + `hx-select`.
- Fixed a latent correctness bug surfaced by the migration: the vendor
  typeahead needs `:id` (value-keyed `:key`) or its value-bound hidden goes
  stale across a whole-form swap and posts blank.

Scorecard delta (transaction/bulk_code.clj): mm coupling 19->0, snapshot
merges 4->0, wizard records 3->0, step-params 10->0, routes 4->3, OOB 0,
Hiccup-in-render ->0 (bar success-modal). LOC 420->506 (documented exception:
the wizard was a thin shell over mm/* defaults, so explicitness moves shared
plumbing into the file). Cookbook: reused the entire Phase-2 sc/* lib + chrome,
added sc/select.

Verification: bulk-code-transactions.spec.ts 13/13; full Playwright suite
39/39; cljfmt clean.

Skill fed: scorecard row + narrative + LOC exception; gotchas (value-bound
typeahead keying, selection-as-ids round-trip); cookbook (sc/select).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-24 19:38:09 -07:00
70c178de83 refactor(ssr): full Selmer migration of Transaction Edit; remove the wizard
Squashed Phase-2 SSR work: migrate the Transaction Edit modal's render path
entirely to Selmer templates (zero Hiccup in the render path), rip out the
multi-step wizard abstraction (EditWizard/LinksStep records, MultiStepFormState,
step-params[...] field names, mm/* middleware) in favor of a plain form with
flat derived state, and promote shared UI components to reusable Selmer partials
under resources/templates/components/. Adds the Selmer interop bridge, the
auto-ap.ssr.components.selmer (sc) wrapper library, and the ssr-form-migration
skill capturing the learnings.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-24 08:36:29 -07:00
5c2cf8a631 agent changes 2026-05-30 00:08:27 -07:00
d2b5a08519 Merge branch 'master' into clauding 2026-02-08 07:57:52 -08:00
8a0395dc4a Add Bonanza Produce multi-invoice statement template
- Added multi-invoice template for Bonanza Produce with :multi and :multi-match? flags
- Template uses keywords for statement header to identify multi-invoice format
- Extracts invoice-number, date, customer-identifier (from RETURN line), and total
- Parses 4 invoices from statement PDF 13595522.pdf
- All tests pass (29 assertions, 0 failures, 0 errors)

- Added test: parse-bonanza-produce-statement-13595522
- Updated invoice-template-creator skill: emphasized test-first approach
2026-02-08 07:56:14 -08:00
26dbde5bd3 Add invoice-template-creator skill for automated template generation
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>
2026-02-08 07:55:55 -08:00
2df1f71a29 done 2026-02-06 07:26:30 -08:00
310906f2ae clauding 2026-01-31 20:58:33 -08:00
3489fb19d5 clauding 2026-01-31 10:13:06 -08:00