Commit Graph

14 Commits

Author SHA1 Message Date
cc31d8849b Feat/Complete Sales Summaries (#5)
## 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>
2026-05-16 00:16:44 -07:00
581033001b Adds the ability to filter down to unbalanced 2025-03-11 21:07:51 -07:00
cf81e3999c Adds ability to query for snapshots 2024-10-02 09:28:05 -07:00
4c8c3560d8 Updates allowed to change more than one entity at a time 2024-09-28 11:42:42 -07:00
e25e2bfc46 logging updates, makes invoice voiding trigger refresh of running balances. 2024-09-27 16:59:35 -07:00
4c14e43734 Greatly simplifies keeping bank accounts in check 2024-09-27 15:59:21 -07:00
Bryce
9ea70005cb supports credits 2024-03-20 21:20:10 -07:00
9dc9078a0d make import more forgiving. 2024-03-07 21:57:06 -08:00
0a0978cce1 trying more logging 2024-03-07 21:13:52 -08:00
8eea36cd94 Maybe makes transactions less stuck 2024-03-07 20:41:12 -08:00
8063a8fcbd Builds client SSR approach, sunsets old cljs. 2024-02-07 21:22:56 -08:00
Bryce
88eda03e7f Aside from urls and nomenclature, glimpse works. 2023-08-03 20:53:09 -07:00
3ce9cceee0 Fixes a few issues discovered 2023-05-13 23:36:14 -07:00
2845f21227 Makes cloud functions installable remotely 2023-05-02 20:50:27 -07:00