Behavior-parity safety net before migrating the Invoice Bulk Edit modal off the
wizard. The modal had no e2e coverage; the existing seeded invoice is bulk-editable
as-is, so no seed change was needed (avoids interfering with the transaction-link
spec).
e2e/invoice-bulk-edit.spec.ts (4 tests): open the modal (expense-account grid with
Account/Location/%/TOTAL/BALANCE + a default row + New account), add an account row,
save a 100% coding (modalclose), and the percentage-validation rejection. Models the
bulk-code-transactions spec.
Full Playwright suite 50/50 (46 prior + 4 new).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Establishes the behavior-parity safety net required before migrating the POS
Sales Summary edit modal off the wizard (the modal had zero test coverage and the
test server seeded no POS data).
- test_server.clj: seed a balanced sales summary ($500 credit = $500 debit) with
two auto items referencing the existing test client + accounts; surface its id
via /test-info (`salesSummaryId`).
- e2e/sales-summary-edit.spec.ts: characterization spec (6 tests) capturing current
behavior — open modal (debit/credit columns, categories, resolved account names,
amounts), balanced state, inline account editor (pencil -> typeahead editor ->
cancel restores / save re-renders the cell), and Save (PUT round-trip closes the
modal + keeps the grid row). Exercises the edit-wizard, edit/save/cancel-item-account,
and edit-wizard-submit routes.
Notable finding: the "New Summary Item" button is currently BROKEN (its Alpine
handler throws "newRowIndex is not defined" and hx-target="closest .new-row"
matches no ancestor, so the new-summary-item route never fires). The spec documents
this as inert rather than asserting it works; the migration will decide fix-vs-preserve.
Full Playwright suite 45/45 (39 prior + 6 new).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
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>
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>
- 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
- vendor-default-account now uses raw vendor default account (not client-specific override)
- Account name is clientized via d-accounts/clientize only for single-client contexts
- Added single-client-id helper that returns client ID only when user has exactly one client
- Added multi-client e2e test verifying no pre-population across multiple clients
- Updated test server to support multi-client mode switching via /test-set-client-mode
- Test server now seeds a second client for multi-client scenarios
- Add vendor-changed HTMX handlers for both bulk code and individual edit
- Pre-populate default account at 100% when vendor is selected and no accounts exist
- Fix render-accounts-section to render from step-params correctly
- Change bulk code vendor-changed from hx-get to hx-post to include form data
- Add routes for vendor-changed endpoints
- Update e2e tests to cover vendor pre-population
- Run lein cljfmt fix across codebase
- Create requirements document based on master cljs implementation
- Add Playwright e2e tests covering happy path, validation, and distribution
- Fix hiccup id syntax in SSR bulk code form (div#id.class order)
- Add missing account location validation to SSR bulk code submit
- Enhance test server with multiple transactions and fixed-location account
