sales-summaries-v2 recomputes every dirty summary, but nothing set the dirty
flag on a schedule: mark-all-dirty was only ever called by hand from the
comment block, and the job was registered in neither server.clj's
INTEGREAT_JOB dispatch nor terraform/deploy.tf, so -main was dead code that
could never run in production. Summaries were only recalculated when someone
remembered to do it in the REPL, and POS data keeps arriving after a business
day closes, so a summary computed once on the day was routinely wrong and
stayed wrong.
Add a daily job that marks the trailing 7 days dirty and recomputes them,
leaving finished work alone. "Finished" is the condition the app already calls
Balanced -- debits equal credits and every line is mapped to an account. Since
that is derived rather than stored, a summary that later falls out of balance
is picked up again on the next run.
Extract the Balanced predicate into auto-ap.datomic.sales-summaries so the
grid's pill and the job share one definition, rather than a background job
requiring an SSR namespace. total-debits/total-credits resolve the ledger side
from either a plain keyword or the {:db/ident ...} map a pull returns, and
accepted? requires every item to declare a side: un-normalized pulled items
otherwise sum to 0.0 on both sides, read as balanced, and get skipped
silently and permanently.
Also fix sales-summaries-v2 destroying user-entered line items. It filtered
for :sales-summary-item/manual? to preserve them, but dirty-sales-summaries'
index-pull selector never fetched :sales-summary/items, so manual-items was
always empty. Because items is a component attribute upserted via
[:reset-rels ...], every recompute deleted the hand-entered lines -- often the
very lines that make a summary balance. Harmless while nothing ran on a
schedule; destructive the moment this does.
Register the job in the admin Background Jobs dropdown too, with a days
field: schedules are prod-only, so the admin page is the only way to run it
on staging.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Recategorizes 131 Sysco line-item descriptions per the client-reviewed
"Product Category Verification with codes" sheet: 96 existing rows re-coded
and 35 new rows appended (ids 1796-1830).
Root cause this addresses: get-line-account matches on exact description
string and silently defaults anything unmapped to 50000 Food Costs. Only 147
of the sheet's 321 reviewed rows coded the way the client expected. Note the
sheet's "change" column understates the work -- 20 of its 53 change rows are
no-ops (Paper -> Paper, confirming the gloves/liners/hairnets) and 3 were
already fixed in 38575aa5 / 7a0e256f, while 214,398 lines of movement come
from rows the client ticked as correct against a suggestion that already
differed from production.
Moves, replayed over all 1,022,732 DET lines in sysco-poller:
50000 -> 51500 Dry Goods 90,481 ln $5,215,011.82 105 clients
50000 -> 51450 Dressing & Sauce 58,191 ln $4,445,726.56 98
50000 -> 51400 Bread and Bun 37,705 ln $3,964,462.24 96
50000 -> 52000 Soft Beverage 36,244 ln $1,033,497.52 94
50000 -> 51200 Produce 6,519 ln $460,629.32 98
55000 -> 51500 Dry Goods 6,516 ln $259,750.60 97
50000 -> 74100 Cleaning Supplies 5,630 ln $205,233.19 98
55000 -> 74100 Cleaning Supplies 5,222 ln $125,946.32 99
50000 -> 51120 Chicken/Poultry 265 ln $42,482.50 8
50000 -> 51300 Dairy 36 ln $5,941.69 6
50000 -> 55000 Paperware 54 ln $1,751.22 18
54400 -> 51450 Dressing & Sauce 24 ln $1,413.26 1
total 246,887 ln $15,761,846.24
Only three source accounts are touched: 50000 and 55000 (the two silent
defaults) plus the single intended 54400 -> 51450 vinaigrette row. Nothing
else leaves a deliberately assigned account.
The 7 Misc Charges descriptions are deliberately left alone per Bryce,
including PICKLE CHIP KOSH 1/4 KK, which therefore stays at the 50000
default rather than moving to Produce as the sheet originally suggested.
Also corrects the PAPER & DISP fallback comment in sysco.clj: 440 of its 455
mapped descriptions point at 55000, not all 454. The 15 exceptions (foil
pans -> 51500, scour pads -> 74100) are mapped explicitly, so the
description map still wins ahead of the fallback. No logic changed.
Affects only clients with the code-sysco-items feature flag, and only at
import time -- already-imported invoices keep their existing splits.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The Sysco importer codes each line item by exact description match against
resources/sysco_line_item_mapping.csv, silently defaulting to GL 50000 (Food
Costs) when the description is absent. Every new or renamed Sysco SKU
therefore leaks into Food Costs until someone hand-patches the CSV, which is
what 38575aa5 did for 34 descriptions.
Add a category-level fallback consulted after the description map and before
the 50000 default, enabled for PAPER & DISP only. The description mapping
still wins wherever it exists, so nothing already mapped changes.
PAPER & DISP is safe to generalize: all 454 mapped PAPER & DISP rows point at
55000, with no exceptions. Of the 852 distinct descriptions ever invoiced
under that category, only 3 resolved elsewhere, each because a row with a
different category shared the description and won the later-wins (into {}).
One of those, DESSERT CUP, was simply mis-categorized -- it is paper, and its
own lid (id 1782 LID DOME DESSERT CUP) was already 55000 -- so correct id 1772
to PAPER & DISP / 55000. The remaining two stay at 50000 on purpose, since
they are not paper: PAD SCRUB S-S 35 GRAM 1.25 OZ (SUPP & EQUIP) and TEST
STRIP SANITIZER QUAT (CHEMICAL/JANTRL).
Verified by replaying both changes over all 1,022,732 DET lines in the 56,010
CSVs under sysco-poller/: every resulting transition is 50000 -> 55000 (10,994
lines, $728,106.62). No line that already resolved to a non-default account
moved.
Note this only affects clients carrying the code-sysco-items feature flag, and
only on import -- already-imported invoices need a separate recode.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The statement no longer prints "Reel Produce" as text (only
orders@reelproduce.com), switched to MM/DD/YYYY dates, and moved the
invoice number into an "INV #..." transaction description, so no
template matched and the file fell through to the glimpse2 fallback.
Adds a QuickBooks-statement-style template (same shape as Suncrest /
Ocean Queen) keyed on reelproduce.com + Statement, placed after the
existing Reel Produce statement template so the old layout still wins.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The rotation in 111eca41 updated the Plaid secret-key only in prod.edn,
leaving prod-background-worker.edn, prod-cloud-background-worker.edn, and
prod-cloud.edn on the old (now-invalidated) secret. Background worker jobs
loading those files failed with INVALID_API_KEYS.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Sysco importer codes line items by exact-matching the item description
against resources/sysco_line_item_mapping.csv, falling back to GL 50000
(Food Costs) when no entry exists. On master, 8 of the paper-product
descriptions on recent invoices (e.g. BAG PAPER 250 CT, NAPKIN 2PLY INTR
FOLD 6.3X8.26, CONTAINER PAPER 4/110OZ NTG) were missing, so they
defaulted to 50000 instead of 55000 (Paper Costs).
Append the 34 curated mappings (Ids 1762-1795) covering these paper items
(-> 55000) plus the other new items from the same invoices, so they code
correctly on re-import.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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
Add behavior documentation covering all SSR and legacy SPA pages:
- Testing strategy and type definitions (unit/integration/UI)
- Dashboard, Invoice, Payment, Transaction, Ledger pages
- Company/Settings, POS, Admin, Search, Auth pages
- Legacy SPA behavior docs (no UI tests until migrated)
- Edge cases, test data requirements, and dependencies per subsystem
Total: 3,600+ lines of behavior documentation to guide test authorship.
Validates existing template correctly parses multi-page invoice with:
- Invoice number 03882095
- Customer identifier NICK THE GREEK
- Account number 600 VISTA WAY
- Total of $946.24
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>
- customer-identifier field: customer name (e.g., 'NICK THE GREEK')
- account-number field: street address (e.g., '600 VISTA WAY')
- Combined they provide full customer identification with address
- Updated test to verify both fields and their concatenation
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Extract city/state/zip in location field
- Customer address now split across 3 fields:
- customer-identifier: customer name
- account-number: street address
- location: city, state zip
- All components verified in test
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Extract customer name in customer-identifier field
- Extract street address in account-number field
- Use non-greedy regex with lookahead to capture clean values
- Update test to verify both name and address extraction
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add new PDF template for Bonanza Produce vendor
- Template uses phone number 530-544-4136 as unique identifier
- Extracts invoice number, date, customer identifier, and total
- Includes passing test for invoice 03881260
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
