The format specifier $%,.2f requires floating-point values but
(reduce + 0 ...) can return a Long when all amounts sum to an integer.
Added explicit (double ...) casts and changed initial value to 0.0
to ensure the format call always receives a double.
The previous attempts to set up form cursor context in toggle-amount-mode
were failing because the cursor library's dynamic binding model is complex
and requires specific initialization through fc/start-form.
Instead of trying to recreate the cursor context, this fix:
1. Creates transaction-account-row-no-cursor* that renders rows with explicit
field names and values (no cursor functions)
2. Rewrites toggle-amount-mode to directly construct the data-grid HTML
using map-indexed over the accounts vector
3. Removes the broken manual cursor binding attempts
4. Removes unused auto-ap.cursor import
This ensures the toggle handler works independently of the wizard's cursor
context while still producing identical HTML output.
The toggle-amount-mode handler was failing because account-grid-body*
uses fc/cursor-map which requires the form cursor context to be set up.
Added manual cursor binding in toggle-amount-mode to create a cursor
pointing to the transaction/accounts vector and bind it to fc/*current*
before rendering the grid.
The radio-card component was ignoring HTMX attributes (:hx-post, :hx-target,
etc.) passed to it. Modified the component to extract these attributes and
merge them into each radio input element, so the $/% toggle now properly
triggers HTMX requests when changed.
The assoc-in call had too many arguments, so the request state wasn't being
updated with the new mode or converted accounts. Using -> threading with
separate assoc-in calls ensures both the accounts and mode are properly set
before re-rendering the grid.
- Fix Math/abs nil error when adding new accounts by using (or value 0.0)
- Fix Math/abs nil in account-grid-body* and save-handler for safety
- Make $/% radio toggle display side-by-side using :orientation :horizontal
- Apply fixes to edit-wizard-new-account render, account-grid-body*, and save-handler
When editing a transaction manually, users can now toggle between viewing
account amounts as dollar values or percentages. The toggle appears in the
table header as a radio button group ($ / %).
Key features:
- Global toggle switches all accounts simultaneously
- $→%: amounts are converted to percentages of the transaction total
- %→$: uses percentages->dollars with spread-cents for accurate cent distribution
- Form state preserves vendor, memo, approval status when toggling
- Save handler converts % back to $ before persisting to Datomic
- Uses HTMX to re-render only the account grid body on toggle
New route: /toggle-amount-mode
New functions: ->percentage, percentages->dollars, convert-accounts-mode,
account-grid-body*, toggle-amount-mode
When a transaction is saved via the edit modal, return the updated row
HTML with {:flash? true} instead of an empty div. This makes the row
flash with the live-added animation, matching the behavior of other
pages like invoices and accounts.
Uses hx-retarget to swap the specific row in the table while also
triggering modalclose to close the modal.
When a transaction account had 'Shared' location, spread-account was
creating multiple accounts with the same :db/id but different locations,
causing a datoms-conflict error in Datomic.
Now generates unique tempids for all spread accounts beyond the first,
preventing entity ID collisions while preserving the original account's
tempid for the first location.
Fixes: Two datoms in the same transaction conflict on :transaction-account/location
When validation errors occur at the root level (e.g., from :fn validators
in multi schemas), they are returned as a vector directly rather than a
map with :errors key. Update default-step-footer to handle both cases.
- Add require-approval schema validation for :manual action
- Fix keyword comparison to use :transaction-approval-status/approved
- Move require-approval function before schema definition
- Also fix save handler validation to use correct keyword
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
