Commit Graph

2551 Commits

Author SHA1 Message Date
a78c818270 Merge pull request 'docs: comprehensive test behavior documentation for all pages' (#6) from test-plan-docs into master
Reviewed-on: #6
2026-05-04 13:55:03 -07:00
d627e3c5d0 refactor(all): rewrite all behavior docs in table format with checkboxes
Rewrite all 11 remaining behavior documents to match the streamlined
invoice.md format:

- dashboard.md: 250 lines, 62 behaviors
- payment.md: 260 lines, behaviors for list, void, check printing, ACH
- transaction.md: 310 lines, list, import, admin insights
- ledger.md: 519 lines, entries, P&L, balance sheet, cash flows
- company.md: 320 lines, profile, 1099s, Plaid/Yodlee, reports
- admin.md: 494 lines, clients, accounts, vendors, rules, jobs, history
- pos.md: 405 lines, sales, deposits, tenders, refunds, shifts
- search-indicators.md: 167 lines, search modal, indicators
- auth.md: 184 lines, login, logout, impersonation, sessions
- outgoing-invoice.md: 192 lines, create, line items, PDF
- legacy-spa.md: 340 lines, all legacy pages (docs only)

All documents now use:
- Testing Patterns section with reusable abstractions
- Numbered tables: # | Behavior | Test Strategy | Status
- It should... behavior descriptions
- Checkboxes [ ]/[x] for tracking implementation
- Cross-Cutting Behaviors for permissions, lock dates, etc.
- Test Data Requirements tables
- Existing Tests to Preserve sections

Total: 3,844 lines of behavior documentation across 12 subsystem docs.
2026-05-04 13:48:51 -07:00
e14a23ff54 refactor(invoice): rewrite in table format with test strategies and checkboxes
- 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
2026-05-04 13:31:02 -07:00
b499d460f3 docs: add comprehensive test behavior documentation for all pages
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.
2026-05-04 12:15:20 -07:00
2993da5c82 add project configuration files (.env, .envrc, opencode.json, package-lock) 2026-05-01 11:34:48 -07:00
db9018722d Merge pull request 'feat: add gitea-tea skill and update AGENTS.md for PR workflow' (#4) from alluring-houseboat into master
Reviewed-on: #4
2026-04-25 20:05:38 -07:00
0e57550b3c stuff 2026-04-25 19:41:40 -07:00
297464c188 Merge branch 'master' of codecommit://integreat 2026-03-30 22:38:34 -07:00
6e3a024f66 adds stuff for dough burger 2026-03-30 22:36:12 -07:00
Bryce
28a755e9a9 fixes invoice date filtering 2026-03-02 23:20:14 -08:00
Bryce
01347ff3f5 fixes balance sheet 2026-03-02 22:53:53 -08:00
53625e4583 Makes invoices use the closed_at date. 2026-02-21 22:53:05 -08:00
8899c643ed Complete code review session - documented findings for auto_ap.permissions, iol-ion.query, and auto_ap.ss.admin.background-jobs 2026-02-08 09:31:26 -08:00
c196723913 ok. 2026-02-08 08:43:53 -08:00
395e445c99 Add test for Bonanza Produce invoice 03882095
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
2026-02-08 08:40:40 -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
98a3e0dda6 Extract customer name and address for Bonanza Produce
- 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>
2026-02-08 07:55:26 -08:00
f4366fe98e Add location extraction for Bonanza Produce invoices
- 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>
2026-02-08 07:55:12 -08:00
d95e24a1d7 Improve Bonanza Produce customer identifier extraction
- 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>
2026-02-08 07:50:55 -08:00
37351e5f92 Add Bonanza Produce invoice template
- 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>
2026-02-08 07:50:42 -08:00
dc021b8ce0 trying simple fix for ledger changes. 2026-01-25 21:40:22 -08:00
7fae3717f7 expense account fix 2026-01-16 16:24:43 -08:00
a2e31d6966 1099 expens account 2026-01-16 15:50:36 -08:00
795189ddd3 csv for worldwide produce 2026-01-07 11:32:49 -08:00
4ef2190570 template for sushi. 2026-01-07 11:26:20 -08:00
b1273835d5 2025 1099s 2026-01-07 10:45:35 -08:00
68444d6311 allows importing only the invoices that were successful. 2026-01-05 21:34:24 -08:00
8511d30715 pnl changes 2026-01-03 22:44:58 -08:00
269fa45923 improvements 2025-12-04 11:18:36 -08:00
af7f9355e8 Fixes issues 2025-11-19 23:53:30 -08:00
ff8e7b3063 fixes reel produce 2025-11-05 21:34:17 -08:00
bd8cb34a0f Adds pedantic flag 2025-11-05 20:57:54 -08:00
a462c56595 fixes bugs, makes checks printable for different dates. 2025-10-07 21:52:46 -07:00
c528795b1e fixed the only first four issue. 2025-10-07 21:08:19 -07:00
45012e85cc fixes bugs. 2025-09-23 22:53:29 -07:00
4c2369c16c pecific ids and filters are exclusive. 2025-09-17 19:02:09 -07:00
3647934be6 temporarily loading 30 days of data 2025-09-16 09:15:19 -07:00
b646544ebc Improvements to templates 2025-09-11 23:00:42 -07:00
96934b12fd Sample ledger show 2025-05-23 17:25:18 -07:00
495d290a46 look for any order that's updated in the time range. 2025-04-10 21:46:35 -07:00
01329bbdf5 Disallows chatgpt for emailed invoices. 2025-03-25 21:26:40 -07:00
581033001b Adds the ability to filter down to unbalanced 2025-03-11 21:07:51 -07:00
3d65816d9c fixes PWL 2025-03-01 21:18:07 -08:00
70d03904f7 fi x 2025-02-25 23:45:51 -08:00
d90f44c6c8 fi x 2025-02-25 23:41:25 -08:00
cf8b5cd2fa square fixes 2025-02-25 23:30:18 -08:00
38ed981cba Recalculates running balance as report is run 2025-02-08 22:14:24 -08:00
d078fb8a15 Makes better warning/errors 2025-02-03 21:06:28 -08:00
473b2c34c8 fixes adding new ledger 2025-02-03 19:43:56 -08:00