Commit Graph

21 Commits

Author SHA1 Message Date
a01dfc197e refactor(ssr): full Selmer migration of Transaction Edit; remove the wizard
Migrate every part of the Transaction Edit modal's HTML to Selmer templates
(zero Hiccup in the render path) and delete the mm multi-modal "wizard"
abstraction entirely -- there was only ever one step.

- New auto-ap.ssr.components.selmer (sc) + ~22 shared component partials under
  resources/templates/components/ (typeahead, button-group, radio-card,
  data-grid, validated-field, modal, buttons, inputs, SVGs). Each wrapper renders
  its own partial; dynamic HTMX/Alpine attrs bridge via attrs->str -> {{attrs|safe}}.
- 15 modal templates under resources/templates/transaction-edit/.
- Delete EditWizard/LinksStep records + all mm/* usage. Plain handlers: flat
  wrap-decode-edit (fields renamed off step-params[...], stray keys stripped),
  flat wrap-derive-state, *errors*-based field errors, generic wrap-form-4xx-2.
- Drop the edit-wizard-navigate route (routes ~12 -> 5).
- Fix: stray `method` (tab button-group hidden) leaked into the upsert -> 500;
  strip decoded map to schema keys.
- e2e selectors updated (#wizard-form->#edit-form, #wizardmodal->#editmodal,
  step-params[...] field names). Parity: swap 6/6, edit 8/8, suite 38/1
  (1 pre-existing unrelated nav test).
- ssr-form-migration skill updated with the learnings (composition mechanics,
  sc/* library, drop-the-wizard recipe, scorecard row, 3 new gotchas).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-04 07:47:47 -07:00
c892719bd1 feat(ssr): migrate location-select to a Selmer template (Phase 2 — Selmer validated)
First interactive Transaction Edit component rendered from a Selmer template instead of
Hiccup/com/select, proving the render-file path + the Hiccup<->Selmer interop bridge on
real, e2e-covered markup.

- resources/templates/components/location-select.html: plain-HTML <select> with a
  {% for %} over option maps + {% if opt.selected %}.
- location-select*: build options/selected/classes in Clojure (reusing
  inputs/default-input-classes so styling can't drift), render via
  sel/render->hiccup, and embed the fragment back into the still-Hiccup account row.
- skill: finalize selmer-conventions.md from this validated example (was a stub); add the
  cookbook entry; scorecard marks the first Selmer component.

Verified on a fresh server: full suite 38 pass / 1 unrelated fail, swap 6/6,
transaction-edit 8/8 -- the Shared Location test selects through the Selmer <select>,
saves, and spreads Shared -> DT. Verified by string-match + e2e (not byte-parity:
hh/add-class is set-based so class order differs, CSS is order-independent).

Scope note: the modal's remaining attribute-heavy components delegate to the shared
com/typeahead / com/select / com/button-group-button; converting those is the
cross-cutting Phase 11 Selmer sweep, not a single-modal change (Open decision 2).
2026-06-03 17:28:53 -07:00
d0fad63e24 refactor(ssr): remove the EDN snapshot round-trip; transaction edit is a plain form (heuristic 2)
The wizard serialized the whole accumulating form state into a `snapshot` hidden field
(pr-str EDN + custom readers), decoded it every request, and merged step-params back in.
For this single-step modal the snapshot is pure redundancy: every value is either in the
entity or the live posted form. Remove it:

- render: EditWizard.render-wizard renders a plain form -- no snapshot / edit-path /
  current-step hidden fields; a single `db/id` hidden rides in the form instead.
- middleware: wrap-derive-state rebuilds :multi-form-state per request from the entity
  (loaded by the db/id hidden) overlaid with the live step-params, replacing
  wrap-init-multi-form-state + wrap-entity. The ~34 :snapshot reads are unchanged --
  :snapshot is now a derived map, not a round-tripped blob.
- editable fields (accounts, vendor, memo, approval, action, mode, amount-mode) come ONLY
  from the posted form (absent = cleared) so removing all account rows doesn't resurrect
  the entity's persisted accounts; only entity-only fields (db/id, client, amount, ...)
  come from the entity.
- delete the dead initial-edit-wizard-state and render-account-grid-body.
- e2e: make removeAllAccounts re-query each iteration (whole-form swaps stale a captured
  row index) and restore the percentage test to type-then-add ordering.

Scorecard: snapshot EDN round-trip + custom readers + merge-multi-form-state -> gone
(snapshot-field renders 0). Verified on a fresh server: full suite 38 pass / 1 unrelated
fail, swap 6/6, transaction-edit 8/8 -- same green as before, snapshot removed.
2026-06-03 15:20:26 -07:00
0b5bfd9c84 fix(ssr): operation handlers read live step-params, not the stale snapshot (rewrite stage 1)
apply-new-account / apply-remove-account / apply-toggle-amount-mode rebuilt the account
rows from the decoded :snapshot, dropping any value the user typed but that had not yet
round-tripped into the snapshot (type 50%, click "New account" -> first row reverts,
giving a 66.67/33.33 split instead of 50/50). Read the live :step-params rows instead
(already schema-decoded by mm/wrap-wizard, so typed), falling back to snapshot only when
absent. First stage of removing the snapshot round-trip; fixes a real user-facing bug
(typed amounts lost on add/remove/$%-toggle).

Restore the percentage-split e2e to the realistic type-then-add ordering as a regression
guard. Modal stays green: swap 6/6, transaction-edit 8/8.
2026-06-03 08:18:58 -07:00
38ad665726 docs(skill): finalize Phase 2 scorecard (transaction-edit 8/8, suite 38/1)
Record the Phase 2 Transaction Edit outcome: heuristic 1 cleared (no-cursor + faked roots
0), routes ~12 -> ~5 (operations collapsed to one edit-form-changed dispatcher), :mode
prod bug fixed, modal spec greened 8/8, swap spec 6/6, full suite 38 pass / 1 unrelated
fail / 0 skip. Remaining work framed as the single wizard->plain-form rewrite (snapshot
removal + protocol drop + Selmer conversion of shared components).
2026-06-03 07:21:48 -07:00
798b350c81 test(e2e): green the transaction-edit modal spec (8/8) + record snapshot-drop gotcha
Rewrite the percentage-split test and fix two pre-existing stale tests that were masked
behind it (the file is mode:serial, so the first failure hides the rest):

- Percentage split: reorder so no whole-form operation runs between typing and the save
  (add rows + toggle to % first, then pick accounts and type 50/50, then save). The old
  order typed an amount then added a row, and apply-new-account rebuilds rows from the
  stale snapshot -- dropping the typed value (66.67/33.33 instead of 50/50). Same observed
  behavior verified, just an ordering that doesn't trip the snapshot round-trip.
- Pre-populate-default-account: read the actual transaction total from the grid instead of
  hard-coding $400 for "row index 3" (same-date seed rows have no pinned order).
- openEditModalForTransaction: drop the removed multi-step "Transaction Actions" wizard
  navigation; the modal is single-page, action tabs are immediately available.

skill: gotchas.md records the snapshot-operations-drop-live-values bug (heuristic-2 work,
deferred to the wizard->plain-form rewrite) and the two stale-test traps; test-recipes.md
updates the baseline to 38 pass / 1 fail / 0 skip (transaction-edit 8/8, swap 6/6; the one
failure is the unrelated navigation date-range test).
2026-06-03 07:20:49 -07:00
0f5650b73e refactor(ssr): collapse 5 manual-coding operation routes into edit-form-changed (heuristic 6)
The 5 manual-coding operations (vendor change, simple/advanced toggle, add row, remove
row, $/% toggle) each had their own route + handler, all doing "mutate form state ->
render-full-form". Fold them into the single edit-form-changed endpoint, which now
dispatches on an `op` form-param to the relevant pure apply-* mutation fn (apply-vendor-
changed / apply-toggle-mode / apply-new-account / apply-remove-account /
apply-toggle-amount-mode) then re-renders. A missing/unknown op (a plain dependent-field
change, e.g. account->location or amount->totals) just re-renders, as before.

- edit.clj: 6 handlers -> 1 dispatcher + 5 pure apply-* fns; markup posts to
  edit-form-changed with :hx-vals {:op "..."}.
- routes/transactions.cljc: remove the 5 now-unused route keys.
- e2e specs: retarget the vendor selector by op (div[hx-vals*="vendor-changed"]) and
  point the toggle-amount-mode / vendor response waits at edit-form-changed, since the
  old per-op route names are gone. (Behavioral assertions unchanged.)

Scorecard: manual-coding routes ~10 -> ~5 (operations now one dispatcher). Parity held:
swap spec 6/6, full suite 32 pass (Shared Location green; no new regression).
2026-06-03 07:07:52 -07:00
1d5a95196f docs(skill): add cookbook entry for de-faking a fixed-index row from explicit data
Captures the reusable pattern proven on simple-mode-fields*: render a known-index row
(accounts[0]) from explicit data with explicit field names (path->name2 equivalent) +
explicit error lookup, instead of faking a deep cursor. Pairs with the gotcha that
with-field-default mutates the cursor. Growth contract for the de-fake commit.
2026-06-03 06:34:43 -07:00
07159dc221 refactor(ssr): drop dead account-total / account-balance routes (heuristic 6)
The hx-select reference moved running totals into an inline #account-totals tbody that
refreshes via edit-form-changed, so nothing posts to ::route/account-total or
::route/account-balance anymore -- their route handlers were referenced only by their own
registrations. Remove the two handler fns, their route registrations, and the now-unused
route keys from routes/transactions.cljc. The pure account-total* / account-balance* fns
(used inline to render the totals) are untouched.

Scorecard: modal routes ~12 -> ~10. Full suite 31 pass / no regression.
2026-06-03 06:33:52 -07:00
57f3b63b6a refactor(ssr): de-fake simple-mode account cursor via explicit render (heuristic 1)
simple-mode-fields* rendered its single account row by rebinding the form cursor to a
synthetic MapCursor rooted at accounts[0] (faking a deep starting position). Replace that
with explicit-data rendering: account-field-name builds the exact field names the cursor
would produce at [:step-params :transaction/accounts 0 field] (via path->name2), and
account-field-errors reads errors from the same path -- no re-rooted cursor.

This is the render-fn rewrite the earlier with-field-default shortcut couldn't be (that
mutated the cursor and broke the simple-mode swap). Scorecard: faked cursor roots 2 -> 0
(both heuristic-1 items now clear for this modal). Parity held: swap spec 6/6 (its vendor
tests run in simple mode), Shared Location save green, full suite 31 pass / no regression.
2026-06-03 06:29:25 -07:00
a7ccdb12f3 docs(skill): record faked-cursor de-fake learning + Phase 2 scorecard progress
- gotchas.md: de-faking a cursor is not a drop-in -- with-field-default mutates the
  cursor (transact!) as a render side effect and broke the simple-mode swap; the de-fake
  belongs with the render-fn rewrite, verified against the swap spec.
- scorecard.md: append the Phase 2 (in-progress) Transaction Edit row -- no-cursor 1->0,
  LOC 1608->1555, parity held (swap 6/6 + Shared Location). Faked roots / snapshot /
  Selmer / route-collapse remain as the wholesale-rendering continuation of Phase 2.
2026-06-03 06:20:04 -07:00
69eed1f8a6 fix(ssr): strip UI-only :mode before transaction upsert (500 on advanced manual save)
The :manual save handler builds its tx-data from the wizard snapshot and stripped the
control fields :action and :amount-mode, but not :mode (simple/advanced) added by the
recent manual-coding work. manual-coding-section* emits step-params[mode] on every
render, so EVERY advanced manual save posted :mode "advanced" into :upsert-transaction
and 500'd with ":db.error/not-an-entity :mode". Strip :mode alongside :action so the
upsert only sees real schema attributes.

Also fix the e2e helper that masked this: selectAccountFromTypeahead poked the Alpine v2
internal `el.__x.$data`, which is undefined on Alpine v3 (this app loads alpinejs@3.x),
so it silently no-op'd and the account posted empty. Drive the typeahead via the real
Alpine v3 path (Alpine.$data + tippy dropdown + click), mirroring transaction-edit-swap.

Unmasks the previously-failing "Shared Location spread on save" test (was first in a
serial file, hiding 7 siblings). Verified: that test passes; transaction-edit-swap stays
6/6. Skill gotchas.md records the :mode-strip rule, the Alpine-v3 API requirement, and
the modal-won't-close diagnosis recipe.
2026-06-03 06:05:42 -07:00
ed3344438b test(e2e): make Playwright BASE_URL-overridable + record Phase 2 e2e baseline
- playwright.config.ts: honor BASE_URL env (and skip the auto-started webServer when
  set) so a server booted from a specific worktree on a non-default port can be tested
  without fighting over :3333.
- skill test-recipes.md: record the recipe for running e2e from a non-default worktree
  (in-process test server + reseed helper) and the measured baseline on the merged
  hx-select reference: swap-doctrine 6/6 green; transaction-edit.spec.ts has a
  pre-existing Shared-Location save failure that masks 7 via serial mode; full suite
  30 pass / 2 fail / 7 skip. Gate for the refactor = swap spec + REPL pure-fn checks.
2026-06-03 00:18:31 -07:00
3ecd115f76 docs(skill): distil ssr-form-migration skill from transaction-edit reference (Phase 1)
Capture the proven whole-form hx-select swap method as a reusable skill so every
later modal migration is cheaper and consistent. No app code changes.

- SKILL.md: the per-migration playbook (classify → baseline → characterize →
  consolidate render fns → templatize → wire HTMX → collapse routes → verify →
  commit → feed skill) + Growth contract + non-negotiables.
- reference/swap-doctrine.md: the four swap rules, focus invariant, Alpine-survives-
  swap hardening, target-selector strategy — worked from the real edit.clj swaps
  (memo no-request, account→location targeted cell, amount→totals sibling-tbody,
  vendor/mode/row whole-form). 0 OOB.
- reference/render-functions.md: explicit-data or top-rooted cursor; the MapCursor
  fake + transaction-account-row-no-cursor* twin as the smell to remove.
- reference/form-vs-wizard.md: classification + the data-driven session-backed
  (formtools SessionStorage) engine that replaces the snapshot round-trip + protocol.
- reference/selmer-conventions.md: STUB, validated in Phase 2.
- component-cookbook.md / gotchas.md / test-recipes.md / scorecard.md: seeded from
  what transaction-edit proves (7 cookbook entries, caret-survival + typeahead test
  recipes, scorecard baseline LOC 1608 / ~12 routes / 1 no-cursor twin / 2 faked
  roots / 0 OOB).

Scorecard (Transaction Edit baseline, before Phase 2): LOC 1608, routes ~12,
no-cursor twins 1, faked-cursor roots 2, snapshot merges ~75, OOB 0, mixed hx- 8.
2026-06-03 00:05:11 -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