Commit Graph

2571 Commits

Author SHA1 Message Date
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
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
d8b829db76 Clean up test files by removing comments 2026-02-07 08:31:52 -08:00
69c75ba124 feat(tests): Add execute-dialog and new-dialog route tests
Add 2 more route handler tests:
- execute-dialog-route-works: Tests execution dialog for rules
- new-dialog-route-returns-empty-form: Tests new rule form

Total: 17 tests with 26 assertions, all passing.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2026-02-07 08:21:24 -08:00
f732ecb560 feat(tests): Add more route handler tests for transaction rules
Add 3 additional route handler tests:
- edit-dialog-route-returns-dialog: Tests edit dialog for existing rules
- account-typeahead-route-works: Tests account typeahead functionality
- location-select-route-works: Tests location selector route

Total: 15 tests with 22 assertions, all passing.

Route coverage now includes:
- page, table, delete, check-badges
- edit-dialog, account-typeahead, location-select

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2026-02-07 08:15:23 -08:00
dd60d80f03 feat(tests): Add route handler tests for transaction rules
Add 4 new tests for route handlers:
- page-route-returns-html-response: Tests main page route
- table-route-returns-table-data: Tests HTMX table data route
- delete-route-deletes-rule: Tests delete functionality
- check-badges-route-works: Tests badge checking route

Total: 12 tests with 15 assertions, all passing.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2026-02-07 07:31:14 -08:00
81a15e5f26 feat(tests): Add transaction rules test suite with 8 passing tests
Add comprehensive tests for the SSR admin transaction rules module:
- Rule matching by description pattern
- Rule matching returns empty for no matches
- Validation accepts valid data with 100% account allocation
- Validation rejects invalid account totals
- Rule matching by amount range
- Rule matching by bank account
- Security tests for non-admin access
- Execute validation tests

All 8 tests passing with 9 assertions. Tests focus on the unique
rule matching engine functionality that differentiates transaction
rules from other admin modules.

Includes implementation plan documenting 23 test scenarios
and 6-phase approach for complete coverage.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2026-02-07 00:12:16 -08:00
a7daf839ec feat(tests): Add comprehensive tests for SSR admin vendors module
Add 8 BDD-style tests for the vendors module covering grid/list
operations and vendor merge functionality. Tests follow established
patterns from accounts_test.clj and include proper database
verification.

Tests Implemented:
- vendor-grid-loads-with-empty-database
- vendor-fetch-ids-returns-correct-structure
- vendor-fetch-page-returns-vendors
- vendor-hydrate-results-works
- vendor-merge-transfers-references
- vendor-merge-same-vendor-rejected
- vendor-merge-invalid-vendor-handled
- vendor-hydration-includes-all-fields

Key Implementation Details:
- Uses setup-test-data helper with unique temp IDs
- Tests focus on public interface (fetch-page, merge-submit)
- Follows BDD Given/When/Then pattern
- All 8 tests passing (26 assertions)

Documentation:
- Created implementation plan in docs/plans/
- Documented solution patterns in docs/solutions/
- Created code review todos for future improvements

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2026-02-06 23:53:31 -08:00
791e41cf34 feat(ssr): add test suite for admin account management and document test improvements
- Added comprehensive test suite for account creation, validation, and grid views
- Documented Datomic entity reference handling patterns in test comments
- Created 5 test improvement todo documents addressing common test anti-patterns
- Todo items cover: removing debug statements, fixing test nesting, strengthening assertions, extracting helpers, and removing doc-only tests
2026-02-06 22:12:23 -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
35f5ed025f Merge branch 'master' into get-transactions2-page-working 2026-01-27 16:26:50 -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
d008ec71c3 merged 2026-01-05 21:37:30 -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
5a05c144ea progress on bulk activities 2025-03-31 10:55:47 -07:00
7f12b31fdf shows as locked 2025-03-29 19:36:52 -07:00
01329bbdf5 Disallows chatgpt for emailed invoices. 2025-03-25 21:26:40 -07:00
5c0ba7cfa4 updated task 2025-03-22 23:21:46 -07:00
0bae8f3d1b Improvements for transaction page 2025-03-22 23:21:21 -07:00
f3ca8afcc9 progress 2025-03-15 21:55:41 -07:00
d1b04f27c8 fixes 2025-03-15 21:20:30 -07:00
dd2f6508fe fixes 2025-03-15 21:20:19 -07:00
b1ce23bfcf minor cleanup 2025-03-12 10:56:16 -07:00
44a8a77027 merged 2025-03-11 21:11:05 -07:00
581033001b Adds the ability to filter down to unbalanced 2025-03-11 21:07:51 -07:00