feat(sales-summaries): refresh on a schedule, skipping accepted days

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>

resources/.~lock.sample-yodlee-manual.tsv#

@@ -0,0 +1 @@
+,noti,pop-os,01.06.2026 21:02,file:///home/noti/.config/libreoffice/4;

resources/sysco_line_item_mapping.csv

@@ -1759,4 +1759,38 @@ Id,Sysco Category,Sysco Description,Integreat Account,Integreat Account Code,Nic
 1758,MEATS,PORK BELLY SKIN ON P12 COV,Beef/Pork Costs,51110,
 1759,MEATS,PORK SHANK BONE KUROBUTA PR12,Beef/Pork Costs,51110,
 1760,CANNED AND DRY,SEASONING ITALIAN WHL,Food Costs,50000,
-1761,PRODUCE,MUSHROOM PORTABELLA CAP 4-5,Produce Costs,51200,
+1761,PRODUCE,MUSHROOM PORTABELLA CAP 4-5,Produce Costs,51200,
+1762,PAPER & DISP,BAG PAPER 250 CT,Paper Costs,55000,
+1763,MEATS,BEEF SHLDR TERES MAJOR SEL,Beef/Pork Costs,51110,
+1764,PAPER & DISP,BOWL PLASTIC COATING 42 OZ,Paper Costs,55000,
+1765,PAPER & DISP,BOX CATERING 21X13X4.25 LOGO,Paper Costs,55000,
+1766,CANNED AND DRY,CANDY MILK CHOC SHELLS,Food Costs,50000,
+1767,CANNED AND DRY,CHOCOLATE DUBAI PISTCHO KUNFEH,Food Costs,50000,
+1768,PAPER & DISP,CONTAINER PAPER 1/30 OZ NTG,Paper Costs,55000,
+1769,PAPER & DISP,CONTAINER PAPER 4/110OZ NTG,Paper Costs,55000,
+1770,PAPER & DISP,CUP PAPER COLD 22 OZ LOGO NTG,Paper Costs,55000,
+1771,PAPER & DISP,CUP PORTION PLAS CLR 1.50 OZ,Paper Costs,55000,
+1772,CANNED AND DRY,DESSERT CUP,Food Costs,50000,
+1773,FROZEN,DESSERT MINI PLAIN BEIGNET,Food Costs,50000,
+1774,CANNED AND DRY,DIP GARLIC TOUM,Food Costs,50000,
+1775,CANNED AND DRY,DRINK ENERGY ORANGE SPRKLNG,Soft Beverage Costs,52000,
+1776,CANNED AND DRY,DRINK ENERGY PEACH VIBE SPRKLG,Soft Beverage Costs,52000,
+1777,CANNED AND DRY,DRINK ENERGY TROPICAL VIBE,Soft Beverage Costs,52000,
+1778,PAPER & DISP,FILM PVC 18X2000 ROLL,Paper Costs,55000,
+1779,CANNED AND DRY,JUICE CONC MANDARIN CARDAMOM,Food Costs,50000,
+1780,CANNED AND DRY,JUICE CONC STRAWB DRAGON,Food Costs,50000,
+1781,PAPER & DISP,LID CLEAR PET 42 OZ,Paper Costs,55000,
+1782,PAPER & DISP,LID DOME DESSERT CUP,Paper Costs,55000,
+1783,PAPER & DISP,NAPKIN 2PLY INTR FOLD 6.3X8.26,Paper Costs,55000,
+1784,CANNED AND DRY,PASTE HERB HARISSA MOROCCAN,Food Costs,50000,
+1785,CANNED AND DRY,PASTE TAHINI DRESSING,Food Costs,50000,
+1786,FROZEN,PASTRY BEIGNET MN FLD CHOCCRML,Food Costs,50000,
+1787,CANNED AND DRY,PEPPER BANANA MILD RING,Food Costs,50000,
+1788,CANNED AND DRY,RICE MIX NICKS,Food Costs,50000,
+1789,CANNED AND DRY,SODA CHERRY VISSINADA GREEK,Soft Beverage Costs,52000,
+1790,CANNED AND DRY,SODA COLA PEPSI ZERO SUGAR,Soft Beverage Costs,52000,
+1791,CANNED AND DRY,SODA PEPSI COLA,Soft Beverage Costs,52000,
+1792,FROZEN,SPANAKOPITA SPINACH COOKED,Food Costs,50000,
+1793,PAPER & DISP,SPOON PLAS TEA PP X-HVY BLK,Paper Costs,55000,
+1794,PAPER & DISP,WRAP PAPER 14X14 LOGO VER2,Paper Costs,55000,
+1795,DAIRY PRODUCTS,YOGURT FRZN NF NICK THE GREEK,Dairy Costs,51300,

resources/sysco_recode/bad.csv

@@ -0,0 +1,43 @@
+,,,,,,,,,,,,,,,,,,,,,,,,,d,,,,,,,,,,,,,,,,,,,,,,,,,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,20.56,CA,20.56,Y,0,0,0,1.2,07,48,02,01,CANNED AND DRY,24,20OZ,AQUAFIN,WATER PURIFIED BTL PET LSE DW,30,33,0.75,24,,000000,,0000,,,,29115,47,,8492330,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,14.84,CA,14.84,Y,0,0,0,0.6,07,16,05,01,CANNED AND DRY,12,11.2OZ,LOUX,SODA CHERRY VISSINADA GRK PLAS,9.5,10.5,0.26,12,,000000,,0000,,,3000P,808959,01,,7189422,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,14.93,CA,14.93,Y,0,0,0,0.6,07,16,05,01,CANNED AND DRY,12,8 OZ,LOUX,SODA LEMON LEMONADA GREEK,9,11.5,0.26,12,,000000,,0000,,,3200,808959,01,,9910355,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,79.83,CA,79.83,Y,0,0,0,0,07,35,03,99,CANNED AND DRY,4,5 LB,OTHRYS,SPICE OREGANO LEAF RUBBED,20,22,2.51,4,,000000,,0000,,,62760,808959,01,,9911236,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,31.07,CA,31.07,Y,0,0,0,0,07,35,99,99,CANNED AND DRY,22,4.68OZ,HI WEST,RICE MIX NICKS,6.43,7,0.16,22,,000000,,0000,,,30-5729,345717,03,,7301949,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,2,2,0,54.84,CA,109.68,Y,0,0,0,0,07,33,01,99,CANNED AND DRY,2,20 LB,ROYAL,RICE BASMATI PABROIL SELA CS,40,40.6,1.21,2,,000000,,0000,,,91000244,26992,43,,7053293,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,75.49,CA,75.49,Y,0,0,0,0,07,34,04,99,CANNED AND DRY,4,1 GAL,NICKGRK,DRESSING VINAIGRETTE LOGO,33,35,0.87,4,,000000,,0000,,,1654,853,01,,7108399,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,29.4,CA,29.4,Y,0,0,0,0,07,36,99,99,CANNED AND DRY,8,15 OZ,HAIG'S,DIP GARLIC TOUM,7.25,8.25,0.34,8,,000000,,0000,,,8PGD16,691816,01,,7360056,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,38.85,CA,38.85,Y,0,0,0,0,07,37,02,02,CANNED AND DRY,1,35 LB,BEOCO,OIL CORN,35,36.55,0.85,1,,000000,,0000,,,,9846,02,,4823761,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,2,2,0,56.72,CA,113.44,Y,0,0,0,0,07,36,99,99,CANNED AND DRY,4,4 LB,GRECDEL,SPREAD HUMMUS TRADITIONAL,16,17,0.62,4,,000000,,0000,,,HU000083,1533,19,,7278619,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,-7.22,CA,-7.32,Y,0,0,0,0,07,86,01,99,CANNED AND DRY,1,EA,NONPROD,ALLOWANCE FOR DROP SIZE,0.01,0.01,0.01,1,,000000,,0000,,,,,01,,9477498,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,4.17,CA,4.17,Y,0,0,0,0,07,86,01,99,CANNED AND DRY,1,EA,NONPROD,CHGS FOR FUEL SURCHARGE,1,1,0,1,,000000,,0000,,,,,01,,6592893,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,2,2,0,95.98,CA,191.96,Y,0,0,0,0,02,04,99,99,DAIRY PRODUCTS,1,5 GAL,NICKGRK,SAUCE TZATZIKI,42,43.5,1.2,1,,000000,,0000,,,SA000084,1533,19,,7213639,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,2,2,0,54.82,CA,109.64,Y,0,0,0,0,02,10,01,99,DAIRY PRODUCTS,4,1 GAL,NICKGRK,YOGURT FRZN NF NICK THE GREEK,39.9,39.9,0.97,4,,000000,,0000,,,13101,379887,05,,7302646,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,172.37,CA,172.37,Y,0,0,0,0,12,08,02,03,DISPENSER BEVRG,12,32 OZ,TRACTOR,JUICE CONC STRAWB DRAGON,24,25.5,0.58,12,,000000,,0000,,,6555,693956,01,,7206974,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,62.48,CA,62.48,Y,0,0,0,0,12,08,02,03,DISPENSER BEVRG,1,2.5GAL,DR PEPR,SYRUP DR PPR DIET BIB,20.93,21.82,0.47,1,,000000,,0000,,,12115,376510,09,,7459969,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,117.3,CA,117.3,Y,0,0,0,0,12,08,02,03,DISPENSER BEVRG,1,5GAL,DR PEPR,SYRUP DR PEPPER BIB,40,54.4,0.83,1,,000000,,0000,,,12109,9562,14,,4273553,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,8,8,0,26.36,CA,210.88,Y,0,0,0,0,06,02,45,99,FROZEN,12,10 CT,KONTOS,BREAD PITA GYRO PRE-OILED 7,21,24,1.65,12,,000000,,0000,,,10005,25370,01,,5223334,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,2,2,0,69.37,CA,138.74,Y,0,0,0,0,06,01,70,99,FROZEN,36,6 OZ,HELLAS,SPANAKOPITA SPINACH COOKED,12.4,13.4,0.62,36,,000000,,0000,,,216312,32248,01,,7455027,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,2,2,0,49.53,CA,99.06,Y,0,0,0,0,06,01,60,99,FROZEN,2,24 CT,HELLAS,BAKLAVA CLASSIC 2X24,9.6,10.6,0.46,2,,000000,,0000,,,100224,32248,01,,7187055,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,57.66,CA,57.66,Y,0,0,0,0,06,01,65,99,FROZEN,140,0.7 OZ,CHICPAT,DESSERT MINI PLAIN BEIGNET,6.17,7.5,0.88,140,,000000,,0000,,,540061,1188,53,,7212299,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,97.94,CA,97.94,Y,0,0,0,0,06,02,01,99,FROZEN,4,10 LB,NICKGRK,APTZR VEG FALAFEL PUCK HALAL,40,42,2.03,4,,000000,,0000,,,FA000090,1533,05,,7274591,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,1,53.5,1,53.5,7.556,LB,404.25,Y,0,0,0,0,03,02,01,13,MEATS,5,10.5#,TWORVRS,BEEF SHLDR TERES MAJOR SEL,53,55,1.99,5,,000000,,0000,,,B83003,527004,03,,0932867,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,87.76,CA,87.76,Y,0,0,0,0,03,04,99,99,MEATS,1,20 LB,GRECDEL,PORK SLI GYRO CONE,20,21,0.77,1,,000000,,0000,,,ME000215,1533,05,,7211838,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,7,7,0,92.53,CA,647.71,Y,0,0,0,0,03,02,04,99,MEATS,1,30 LB,NICKGRK,MEAT GYRO BEEF CONE NTG,30,31,0.97,1,,000000,,0000,,,ME000071,1533,05,,9906087,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,25.41,CA,25.41,Y,0,0,0,0,08,42,64,43,PAPER & DISP,20,50 CT,KARAT,LID PLAS FLAT F/12-22 OZ,5.75,7,1.94,20,,000000,,0000,,,C-KCL90,461672,05,,7661388,00000000000000,,,260402,04671945,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,22.32,CA,22.32,Y,0,0,0,0,08,60,99,99,PAPER & DISP,24,250 CT,ELEMEN,NAPKIN 2PLY INTR FOLD 6.3X8.26,16.1,16.8,1.55,24,,000000,,0000,,,11904,613310,01,,7452585,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,26.15,CA,26.15,Y,0,0,0,0,08,21,64,62,PAPER & DISP,50,50CT,KARAT,CUP PORTION PLAS CLR 1.50 OZ,10,10,1.36,50,,000000,,0000,,,FP-P150-PP,461672,05,,4613026,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,43.99,CA,43.99,Y,0,0,0,0,08,75,03,04,PAPER & DISP,6,50 EA,NATZWAY,BOWL PLASTIC COATING 42 OZ,14.55,17.19,3.56,6,,000000,,0000,,,10205,773772,01,,7408008,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,41.25,CA,41.25,Y,0,0,0,0,08,42,99,99,PAPER & DISP,6,50CT,NATZWAY,LID CLEAR PET 42 OZ,8.59,10.47,2.01,6,,000000,,0000,,,10206,773772,01,,7408215,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,47.6,CA,47.6,Y,0,0,0,0,08,21,56,99,PAPER & DISP,1000,22 OZ,NICKGRK,CUP PAPER COLD 22 OZ LOGO NTG,31.96,34.62,3.78,1000,,000000,,0000,,,810161542703,461672,05,,7354127,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,30.6,CA,30.6,Y,0,0,0,0,08,18,56,99,PAPER & DISP,1,450 CT,NICKGRK,CONTAINER PAPER 1/30 OZ NTG,23,25,3.25,1,,000000,,0000,,,810161542673,461672,05,,7354120,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,27.6,CA,27.6,Y,0,0,0,0,08,18,56,99,PAPER & DISP,1,160 CT,NICKGRK,CONTAINER PAPER 4/110OZ NTG,19.6,21.4,3.59,1,,000000,,0000,,,810161542680,461672,05,,7354119,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,3,3,0,37.6,CA,112.8,Y,0,0,0,0,08,18,02,12,PAPER & DISP,2,100CT,NATZWAY,CONTAINER PAPER MLD FBR 9X6,18,18,1.28,2,,000000,,0000,,,10042,773772,01,,7250678,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,2,2,0,46.07,CA,92.14,Y,0,0,0,0,08,09,56,99,PAPER & DISP,1,250BAG,NICKGRK,BAG PAPER 250 CT,14.5,15,2.18,1,,000000,,0000,,,,773772,01,,7417242,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,1,,1,1,0,24.46,EA,24.46,Y,0,0,0,0,08,36,56,79,PAPER & DISP,5,1000,BAGCRFT,WRAP DELI WHT 12X12 GRS RESIST,37,37,1.07,5,,000000,,0000,,,P057012,276,01,,5723808,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,1,1,0,39.41,CA,39.41,Y,3.85,0,0,0,08,06,25,10,PAPER & DISP,10,100CT,DHGPROF,GLOVE NITRILE BLK PEDRFREE LRG,12.21,12.21,0.66,10,,000000,,0000,,,DNGB-L,613310,01,,7296407,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,3,3,0,89.32,CA,267.96,Y,0,0,0,0,05,01,01,07,POULTRY,4,10 LB,SYS CLS,CHICKEN CVP THIGH BNLS SKLS,40,42,1.04,4,,000000,,0000,,,14301,3254,21,,7792187,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,9,9,0,86.97,CA,782.73,Y,0,0,0,0,05,02,01,99,POULTRY,1,20LB,GRECDEL,GYRO CHICKEN SHAWARMA CONE,20,21,0.77,1,,000000,,0000,,,ME000102,1533,05,,7124188,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,DET,,,,,5,5,0,23.65,CA,118.25,Y,0,0,0,0,11,02,23,01,PRODUCE,1,50 LB,PACKER,POTATO KENNEBEC FRESH,50,52,2,1,,000000,,0000,,,,696760,01,,2039220,00000000000000,,,260402,04672959,
+EEK,,050,00175469,850081745,HDR,,,CKC CONCORD INC,,260402,,,,Rolling 8,,NICK THE GREEK CONCORD,2075 DIAMOND BLVD,STE H-103,CONCORD,CA,94520-582,408593,000000000,,,,,BBNKG,0,050,SYSCO SAN FRANCISCO,5900 STEWART AVENU,,FREMONT,CA,94538,,,,,,,1372486,4024,004,0000000,00000000,20260529,6.25,CRO8
+EEK,,050,00175469,850081745,SUM,,,40,0,0,74,0,4625.36,6.25,00000463161,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

scratch-sessions/sysco_recode_scratch.clj

@@ -0,0 +1,271 @@
+;; =====================================================================
+;; ONE-OFF SCRATCH — re-code already-imported Sysco invoices after fixing
+;; resources/sysco_line_item_mapping.csv.
+;;
+;; Context: the Sysco importer codes each line item by EXACT description
+;; match against sysco_line_item_mapping.csv, defaulting to GL 50000 when a
+;; description is missing (auto-ap.jobs.sysco/get-line-account). Missing
+;; PAPER & DISP (and other) descriptions landed in 50000 (Food Costs)
+;; instead of their real accounts (e.g. 55000 Paper Costs). The mapping is
+;; now fixed; this re-derives the correct split from each invoice's source
+;; CSV and rewrites :invoice/expense-accounts.
+;;
+;; Design:
+;;  - Recode EVERY invoice found in the CSV resource (a Sysco file may batch
+;;    several invoices; they're grouped by InvoiceNumber).
+;;  - Build ONE transaction covering every invoice, emitting only the datoms
+;;    that actually change:
+;;      * reuse an existing invoice-expense-account when its account (and
+;;        location) already match, updating just :amount when it differs;
+;;      * add a child for an account that has no row yet;
+;;      * retract a child whose account is no longer in the corrected split;
+;;      * emit nothing for rows already correct.
+;;  - Validate with (dc/with db changes): apply the tx to an in-memory db
+;;    value and assert every affected invoice's expense-account amounts sum
+;;    to its :invoice/total BEFORE committing for real.
+;;  - After committing, touch the ledger for every affected invoice. This is
+;;    a SEPARATE transaction on purpose: :upsert-invoice rebuilds the journal
+;;    entry from the invoice's expense-accounts as seen in db-before, so it
+;;    must run after the recode is committed.
+;;
+;; DO NOT load/evaluate this whole file. Step through the (comment ...) forms
+;; one at a time in a connected REPL; the commit + ledger steps are gated #_.
+;;
+;; PRECONDITIONS
+;;  - The deployed artifact ships the fixed sysco_line_item_mapping.csv AND
+;;    the invoice CSV at resources/sysco_recode/<file>.csv (io/resource).
+;;  - You are connected to the DB you intend to mutate (prod conn!).
+;; =====================================================================
+
+(comment
+
+  (require '[auto-ap.jobs.sysco :as sysco]
+           '[auto-ap.datomic :refer [conn audit-transact random-tempid]]
+           '[auto-ap.utils :refer [dollars=]]
+           '[auto-ap.time :as t]
+           '[clj-time.coerce :as coerce]
+           '[clojure.data.csv :as csv]
+           '[clojure.java.io :as io]
+           '[datomic.api :as dc])
+
+  ;; ------------------------------------------------------------------
+  ;; STEP 0 — reload the mapping cache so the corrected CSV is in effect.
+  ;; ------------------------------------------------------------------
+  (reset! sysco/sysco-name->line nil)
+  (count (sysco/get-sysco->line))
+
+  ;; sanity: a previously-missing paper description now resolves to 55000.
+  (dc/pull (dc/db conn) [:account/numeric-code :account/name]
+           (sysco/get-line-account "BAG PAPER 250 CT")) ; => 55000
+
+  ;; ------------------------------------------------------------------
+  ;; Helpers
+  ;; ------------------------------------------------------------------
+  (defn read-csv-rows
+    "Reads the invoice CSV from the classpath (so it ships with the deploy).
+     `resource-path` is relative to a resources/ root, e.g. \"sysco_recode/bad.csv\"."
+    [resource-path]
+    (with-open [r (io/reader (or (io/resource resource-path)
+                                 (throw (ex-info "CSV not found on classpath"
+                                                 {:resource-path resource-path}))))]
+      (doall (csv/read-csv r))))
+
+  (defn parse-date
+    "Sysco yyMMdd string -> java.util.Date, the same way the importer stores
+     :invoice/date (auto-ap.jobs.sysco/extract-invoice-details)."
+    [yymmdd]
+    (coerce/to-date (t/parse yymmdd "yyMMdd")))
+
+  (defn group-invoices
+    "Split a (possibly multi-invoice) Sysco CSV into one entry per invoice.
+     Groups DET/HDR/SUM rows by InvoiceNumber (index 4); date comes from the
+     group's HDR row InvoiceDate (index 10)."
+    [rows]
+    (->> rows
+         (filter #(contains? #{"DET" "HDR" "SUM"} (nth % 5 nil)))
+         (group-by #(nth % 4))
+         (mapv (fn [[number grp]]
+                 (let [hdr (first (filter #(= "HDR" (nth % 5)) grp))]
+                   {:invoice-number number
+                    :date-str       (some-> hdr (nth 10))
+                    :rows           grp})))))
+
+  (defn desired-split
+    "Rows of one Sysco invoice -> {account-eid -> amount-double}, using the
+     CURRENT (fixed) mapping. DET rows only (record-type at index 5); tax
+     (SUM row, TotalTaxAmount index 14) added to the same account the
+     importer uses for \"TAX\". Mirrors auto-ap.jobs.sysco/code-individual-items."
+    [rows]
+    (let [det     (filter #(= "DET" (nth % 5)) rows)
+          sum-row (first (filter #(= "SUM" (nth % 5)) rows))
+          tax     (some-> sum-row (nth 14) Double/parseDouble)
+          by-acct (reduce
+                   (fn [acc row]
+                     (update acc
+                             (sysco/get-line-account (nth row sysco/item-name-index))
+                             (fnil + 0.0)
+                             (Double/parseDouble (nth row sysco/item-price-index))))
+                   {}
+                   det)]
+      (cond-> by-acct
+        (and tax (not (zero? tax)))
+        (update (sysco/get-line-account "TAX") (fnil + 0.0) tax))))
+
+  (defn resolve-eid
+    "Match on invoice-number AND date (belt-and-suspenders). Asserts a unique
+     hit so we never recode the wrong invoice."
+    [invoice-number date]
+    (let [ids (mapv first (dc/q '[:find ?i :in $ ?n ?d
+                                  :where
+                                  [?i :invoice/invoice-number ?n]
+                                  [?i :invoice/date ?d]]
+                                (dc/db conn) invoice-number date))]
+      (assert (>= 1 (count ids))
+              (str "multiple invoices match " invoice-number " / " date ": " ids))
+      (first ids)))
+
+  (defn invoice-change-datoms
+    "Minimal tx-data to make invoice `eid`'s expense-account split equal
+     `desired` ({account-eid -> amount}). Returns [] when already correct."
+    [db eid desired]
+    (let [existing (:invoice/expense-accounts
+                    (dc/pull db [{:invoice/expense-accounts
+                                  [:db/id :invoice-expense-account/amount
+                                   :invoice-expense-account/location
+                                   {:invoice-expense-account/account [:db/id]}]}]
+                             eid))
+          loc      (or (some :invoice-expense-account/location existing) "HQ")
+          ;; one child per account expected; index by account, retract any dupes
+          by-acct  (group-by #(get-in % [:invoice-expense-account/account :db/id]) existing)
+          one      (into {} (map (fn [[a cs]] [a (first cs)])) by-acct)
+          dupes    (mapcat (fn [[_ cs]] (map :db/id (rest cs))) by-acct)
+          wanted   (set (keys desired))
+          upserts  (keep (fn [[acct amt]]
+                           (let [child (get one acct)]
+                             (cond
+                               ;; new account -> accrete a child under the invoice
+                               (nil? child)
+                               {:db/id eid
+                                :invoice/expense-accounts
+                                [#:invoice-expense-account{:db/id    (random-tempid)
+                                                           :account  acct
+                                                           :location loc
+                                                           :amount   amt}]}
+                               ;; right account, wrong value -> reuse, set amount
+                               ;; (and fix location if it drifted)
+                               (or (not (dollars= (:invoice-expense-account/amount child) amt))
+                                   (not= (:invoice-expense-account/location child) loc))
+                               (cond-> {:db/id (:db/id child)
+                                        :invoice-expense-account/amount amt}
+                                 (not= (:invoice-expense-account/location child) loc)
+                                 (assoc :invoice-expense-account/location loc))
+                               ;; already correct -> nothing
+                               :else nil)))
+                         desired)
+          retracts (for [[acct child] one :when (not (wanted acct))]
+                     [:db/retractEntity (:db/id child)])]
+      (vec (concat upserts
+                   retracts
+                   (map (fn [id] [:db/retractEntity id]) dupes)))))
+
+  ;; ------------------------------------------------------------------
+  ;; STEP 1 — point at the CSV. EVERY invoice in this file gets recoded.
+  ;; Place the file under resources/ (e.g. resources/sysco_recode/bad.csv)
+  ;; and commit it so it's on the classpath of the deployed artifact.
+  ;; ------------------------------------------------------------------
+  (def csv-path "sysco_recode/bad.csv")
+  (def rows (read-csv-rows csv-path))
+
+  (def invoices (group-invoices rows))
+  (mapv (juxt :invoice-number :date-str) invoices)   ;; what we found in the file
+
+  ;; ------------------------------------------------------------------
+  ;; STEP 2 — resolve each invoice (number + date) and compute its split.
+  ;; ------------------------------------------------------------------
+  (def plan
+    (mapv (fn [{:keys [invoice-number date-str rows]}]
+            (let [date (parse-date date-str)]
+              {:invoice-number invoice-number
+               :date           date
+               :eid            (resolve-eid invoice-number date)
+               :desired        (desired-split rows)}))
+          invoices))
+
+  ;; bail if any invoice number didn't resolve
+  (assert (every? :eid plan)
+          (str "unresolved invoices: "
+               (mapv (juxt :invoice-number :date) (remove :eid plan))))
+
+  ;; ------------------------------------------------------------------
+  ;; STEP 3 — build the SINGLE changes-only transaction across all invoices.
+  ;; ------------------------------------------------------------------
+  (def changes
+    (let [db (dc/db conn)]
+      (vec (mapcat (fn [{:keys [eid desired]}] (invoice-change-datoms db eid desired))
+                   plan))))
+
+  (count changes)   ;; how many datoms we're actually changing
+  changes           ;; inspect the full minimal tx
+
+  ;; ------------------------------------------------------------------
+  ;; STEP 4 — validate with dc/with: apply the tx to an in-memory db value
+  ;; and confirm every affected invoice still balances (sum of expense
+  ;; account amounts == :invoice/total).
+  ;; ------------------------------------------------------------------
+  (def preview (dc/with (dc/db conn) changes))
+
+  (def balance-report
+    (let [db-after (:db-after preview)]
+      (mapv (fn [{:keys [eid invoice-number]}]
+              (let [inv (dc/pull db-after
+                                 [:invoice/total
+                                  {:invoice/expense-accounts [:invoice-expense-account/amount]}]
+                                 eid)
+                    s   (reduce + 0.0 (map :invoice-expense-account/amount
+                                           (:invoice/expense-accounts inv)))]
+                {:invoice-number invoice-number
+                 :total          (:invoice/total inv)
+                 :ea-sum         s
+                 :ok?            (dollars= s (:invoice/total inv))}))
+            plan)))
+  balance-report
+
+  ;; HARD GATE — do not continue unless every invoice balances post-change.
+  (assert (every? :ok? balance-report)
+          (str "unbalanced after change: "
+               (filterv (complement :ok?) balance-report)))
+
+  ;; ------------------------------------------------------------------
+  ;; STEP 5 — COMMIT the recode (gated). One transaction, changes only.
+  ;; ------------------------------------------------------------------
+  #_(audit-transact changes
+                    {:user/name "sysco recode (missing GL mappings fix)"
+                     :user/role "admin"})
+
+  ;; ------------------------------------------------------------------
+  ;; STEP 6 — touch the ledger for every affected invoice (separate tx;
+  ;; :upsert-invoice rebuilds the journal entry from the now-committed
+  ;; expense-accounts). Gated.
+  ;; ------------------------------------------------------------------
+  #_(audit-transact (mapv (fn [{:keys [eid]}] [:upsert-invoice {:db/id eid}]) plan)
+                    {:user/name "sysco recode ledger touch"
+                     :user/role "admin"})
+
+  ;; ------------------------------------------------------------------
+  ;; STEP 7 — verify committed result.
+  ;; ------------------------------------------------------------------
+  #_(let [db (dc/db conn)]
+      (mapv (fn [{:keys [eid invoice-number]}]
+              {:invoice-number invoice-number
+               :accounts
+               (->> (dc/pull db
+                             [{:invoice/expense-accounts
+                               [:invoice-expense-account/amount
+                                {:invoice-expense-account/account [:account/numeric-code]}]}]
+                             eid)
+                    :invoice/expense-accounts
+                    (map (juxt #(get-in % [:invoice-expense-account/account :account/numeric-code])
+                               :invoice-expense-account/amount))
+                    (sort-by first)
+                    vec)})
+            plan)))

src/clj/auto_ap/datomic/sales_summaries.clj

@@ -0,0 +1,55 @@
+(ns auto-ap.datomic.sales-summaries
+  (:require
+   [iol-ion.query :refer [dollars=]]))
+
+(defn- ledger-side
+  "The ledger side of an item as a keyword, whether it arrived as a plain keyword (a
+  transaction map, or a pull using `:xform iol-ion.query/ident`) or as the `{:db/ident ...}`
+  map a plain `pull` returns. Resolving both shapes here matters: items whose side does not
+  compare equal are counted on neither side, which would leave a summary looking balanced at
+  zero and therefore silently accepted."
+  [item]
+  (let [side (:ledger-mapped/ledger-side item)]
+    (if (map? side) (:db/ident side) side)))
+
+(defn- side-total [side items]
+  (->> items
+       (filter #(= side (ledger-side %)))
+       (map #(:ledger-mapped/amount % 0.0))
+       (reduce + 0.0)))
+
+(defn total-debits [items]
+  (side-total :ledger-side/debit items))
+
+(defn total-credits [items]
+  (side-total :ledger-side/credit items))
+
+(defn fully-mapped? [items]
+  (every? :ledger-mapped/account items))
+
+(defn fully-sided?
+  "Every item says which side of the ledger it belongs on. Guards `accepted?` against
+  reading a collection of sideless items as balanced at zero."
+  [items]
+  (every? #(#{:ledger-side/debit :ledger-side/credit} (ledger-side %)) items))
+
+(defn balanced? [items]
+  (dollars= (total-debits items) (total-credits items)))
+
+(defn accepted?
+  "True once a summary is finished: every line is mapped to an account and debits equal
+  credits. This is the same condition the sales summaries grid renders as \"Balanced\", and
+  the condition the scheduled refresh treats as \"leave this alone\"."
+  [items]
+  (boolean (and (seq items)
+                (fully-mapped? items)
+                (fully-sided? items)
+                (balanced? items))))
+
+(defn <-pulled-item
+  "Flattens the ref values on a pulled sales summary item back to the scalars a transaction
+  expects. `accepted?` reads either shape, so this is only needed on the write path."
+  [item]
+  (cond-> item
+    (map? (:ledger-mapped/ledger-side item)) (update :ledger-mapped/ledger-side :db/ident)
+    (map? (:ledger-mapped/account item))     (update :ledger-mapped/account :db/id)))

src/clj/auto_ap/jobs/sales_summaries.clj

@@ -1,5 +1,6 @@
 (ns auto-ap.jobs.sales-summaries
   (:require [auto-ap.datomic :refer [conn]]
+            [auto-ap.datomic.sales-summaries :as d-ss]
             [auto-ap.jobs.core :refer [execute]]
             [auto-ap.logging :as alog]
             [auto-ap.time :as atime]
@@ -8,6 +9,7 @@
             [clj-time.periodic :as per]
             [clojure.string :as str]
             [com.brunobonacci.mulog :as mu]
+            [config.core :refer [env]]
             [datomic.api :as dc]))
 
 (defn mark-dirty [client start end]
@@ -39,27 +41,100 @@
                 (dc/db conn)
                 number)))
 
-
 (defn delete-all []
   @(dc/transact-async conn
-               (->> 
-                (dc/q '[:find ?ss 
-                        :where [?ss :sales-summary/date]]
-                      (dc/db conn))
-                (map (fn [[ ss]]
-                       [:db/retractEntity ss])))))
-
+                      (->>
+                       (dc/q '[:find ?ss
+                               :where [?ss :sales-summary/date]]
+                             (dc/db conn))
+                       (map (fn [[ss]]
+                              [:db/retractEntity ss])))))
 
+(def item-read
+  "Enough of a summary item to both evaluate `d-ss/accepted?` and transact the item back
+  unchanged. `:db/id` matters: `:sales-summary/items` is a component attribute upserted via
+  `[:reset-rels ...]`, so an item re-transacted without its id is deleted and recreated."
+  '[:db/id
+    :sales-summary-item/category
+    :sales-summary-item/sort-order
+    :sales-summary-item/manual?
+    :ledger-mapped/amount
+    {:ledger-mapped/ledger-side [:db/ident]}
+    {:ledger-mapped/account [:db/id]}])
 
 (defn dirty-sales-summaries [c]
   (let [client-id (dc/entid (dc/db conn) c)]
     (->> (dc/index-pull  (dc/db conn)
                          {:index :avet
-                          :selector '[:sales-summary/date :sales-summary/client :db/id]
+                          :selector (conj '[:sales-summary/date :sales-summary/client :db/id]
+                                          {:sales-summary/items item-read})
                           :start [:sales-summary/client+dirty [client-id true]]})
          (filter (fn [sales-summary]
                    (= client-id (:db/id (:sales-summary/client sales-summary))))))))
 
+(def default-days
+  "How far back the scheduled refresh looks for summaries that still need recomputing."
+  7)
+
+(defn trailing-window
+  "`[start end)` covering the last `days` business days, ending with today. `end` is
+  exclusive, matching both `periodic-seq`'s 3-arity and the grid's date filters, so
+  `(trailing-window 7)` is day -6 through today inclusive."
+  [days]
+  [(.toDateMidnight (atime/localize (time/minus (time/now) (time/days (dec days)))))
+   (.toDateMidnight (atime/localize (time/plus (time/now) (time/days 1))))])
+
+(defn accepted-client+dates
+  "Set of `[client-id date]` pairs in `[start end)` whose summary is already accepted, and
+  so should be left alone rather than re-marked. Accepted means balanced with every line
+  mapped to an account — the condition the grid renders as \"Balanced\"."
+  [db start end]
+  (->> (dc/q '[:find (pull ?ss selector)
+               :in $ ?start ?end selector
+               :where
+               [?ss :sales-summary/date ?d]
+               [(>= ?d ?start)]
+               [(< ?d ?end)]]
+             db
+             (c/to-date start)
+             (c/to-date end)
+             (conj '[:sales-summary/date {:sales-summary/client [:db/id]}]
+                   {:sales-summary/items item-read}))
+       (map first)
+       (filter #(d-ss/accepted? (map d-ss/<-pulled-item (:sales-summary/items %))))
+       (map (juxt (comp :db/id :sales-summary/client) :sales-summary/date))
+       set))
+
+(defn mark-stale-dirty
+  "Marks every client/day in the trailing `days` window dirty so `sales-summaries-v2` will
+  recompute it, skipping days whose summary is already accepted. Because accepted is derived
+  rather than stored, a summary that later falls out of balance is picked up again on the
+  next run. Returns the number of client/days marked."
+  [days]
+  (let [db (dc/db conn)
+        [start end] (trailing-window days)
+        accepted (accepted-client+dates db start end)
+        clients (map first (dc/q '[:find ?c
+                                   :in $
+                                   :where [_ :sales-order/client ?c]]
+                                 db))
+        dates (map c/to-date (per/periodic-seq start end (time/days 1)))
+        tx-data (for [client clients
+                      date dates
+                      :when (not (accepted [client date]))]
+                  {:sales-summary/client client
+                   :sales-summary/date date
+                   :sales-summary/dirty true
+                   :sales-summary/client+date [client date]})]
+    (alog/info ::marking-dirty
+               :days days
+               :client-count (count clients)
+               :accepted-count (count accepted)
+               :marked (count tx-data))
+    (doseq [batch (partition-all 500 tx-data)]
+      @(dc/transact conn batch))
+    (count tx-data)))
+
 (defn- get-fee [c date]
   (- (or (ffirst (dc/q '[:find ?f
                          :in $ ?client ?d
@@ -99,53 +174,53 @@
    "food app refunds" 41400})
 
 (defn get-payment-items [c date]
-  (->> 
-       (dc/q '[:find ?processor ?type-name (sum ?total)
-               :with ?c
-               :in $ [?clients ?start-date ?end-date]
-               :where  [(iol-ion.query/scan-sales-orders $ ?clients ?start-date ?end-date) [[?e _ ?sort-default] ...]]
-               [?e :sales-order/charges ?c]
-               [?c :charge/type-name ?type-name]
-               (or-join [?c ?processor] 
-                        (and [?c :charge/processor ?p]
-                                      [?p :db/ident ?processor])
-                        (and 
-                          (not [?c :charge/processor])
-                         [(ground :ccp-processor/na) ?processor]))
-               [?c :charge/total ?total]]
-             (dc/db conn)
-             [[c] date date])
-       (reduce
-        (fn [acc [processor type-name total]]
-          (update
-           acc
-           (cond (= type-name "CARD")
-                 "Card Payments"
-                 (= type-name "CASH")
-                 "Cash Payments"
-                 (#{"SQUARE_GIFT_CARD" "WALLET" "GIFT_CARD"} type-name)
-                 "Gift Card Payments"
-                 (#{:ccp-processor/toast
-                    #_:ccp-processor/ezcater
-                    #_:ccp-processor/koala
-                    :ccp-processor/doordash
-                    :ccp-processor/grubhub
-                    :ccp-processor/uber-eats} processor)
-                 "Food App Payments"
-                 :else
-                 "Unknown")
-           (fnil + 0.0)
-           total))
-        {})
-        (map (fn [[k v]]
-               {:db/id (str (java.util.UUID/randomUUID))
-                :sales-summary-item/sort-order 0
-                :sales-summary-item/category k
-                
-                :ledger-mapped/amount (if (= "Card Payments" k)
-                                        (- v (get-fee c date))
-                                        v)
-                :ledger-mapped/ledger-side :ledger-side/debit}))))
+  (->>
+   (dc/q '[:find ?processor ?type-name (sum ?total)
+           :with ?c
+           :in $ [?clients ?start-date ?end-date]
+           :where  [(iol-ion.query/scan-sales-orders $ ?clients ?start-date ?end-date) [[?e _ ?sort-default] ...]]
+           [?e :sales-order/charges ?c]
+           [?c :charge/type-name ?type-name]
+           (or-join [?c ?processor]
+                    (and [?c :charge/processor ?p]
+                         [?p :db/ident ?processor])
+                    (and
+                     (not [?c :charge/processor])
+                     [(ground :ccp-processor/na) ?processor]))
+           [?c :charge/total ?total]]
+         (dc/db conn)
+         [[c] date date])
+   (reduce
+    (fn [acc [processor type-name total]]
+      (update
+       acc
+       (cond (= type-name "CARD")
+             "Card Payments"
+             (= type-name "CASH")
+             "Cash Payments"
+             (#{"SQUARE_GIFT_CARD" "WALLET" "GIFT_CARD"} type-name)
+             "Gift Card Payments"
+             (#{:ccp-processor/toast
+                #_:ccp-processor/ezcater
+                #_:ccp-processor/koala
+                :ccp-processor/doordash
+                :ccp-processor/grubhub
+                :ccp-processor/uber-eats} processor)
+             "Food App Payments"
+             :else
+             "Unknown")
+       (fnil + 0.0)
+       total))
+    {})
+   (map (fn [[k v]]
+          {:db/id (str (java.util.UUID/randomUUID))
+           :sales-summary-item/sort-order 0
+           :sales-summary-item/category k
+
+           :ledger-mapped/amount (if (= "Card Payments" k)
+                                   (- v (get-fee c date))
+                                   v)
+           :ledger-mapped/ledger-side :ledger-side/debit}))))
 
 (defn get-discounts [c date]
   (when-let [discount (ffirst (dc/q '[:find  (sum ?discount)
@@ -162,7 +237,7 @@
      :ledger-mapped/ledger-side :ledger-side/debit}))
 
 (defn get-refund-items [c date]
-  (->> 
+  (->>
    (dc/q '[:find ?type-name (sum ?t)
            :with ?e
            :in $ [?clients ?start-date ?end-date]
@@ -173,26 +248,24 @@
          (dc/db conn)
          [[c] date date])
    (reduce
-        (fn [acc [type-name total]]
-          (update
-           acc
-           (cond (= type-name "CARD")
-                 "Card Refunds"
-                 (= type-name "CASH")
-                 "Cash Refunds"
-                 :else
-                 "Food App Refunds")
-           (fnil + 0.0)
-           total))
-        {})
+    (fn [acc [type-name total]]
+      (update
+       acc
+       (cond (= type-name "CARD")
+             "Card Refunds"
+             (= type-name "CASH")
+             "Cash Refunds"
+             :else
+             "Food App Refunds")
+       (fnil + 0.0)
+       total))
+    {})
    (map (fn [[k v]]
-               {:db/id (str (java.util.UUID/randomUUID))
-                :sales-summary-item/sort-order 3
-                :sales-summary-item/category k
-                :ledger-mapped/amount v
-                :ledger-mapped/ledger-side :ledger-side/credit}))))
-
-
+          {:db/id (str (java.util.UUID/randomUUID))
+           :sales-summary-item/sort-order 3
+           :sales-summary-item/category k
+           :ledger-mapped/amount v
+           :ledger-mapped/ledger-side :ledger-side/credit}))))
 
 (defn get-fees [c date]
   (when-let [fee (get-fee c date)]
@@ -278,17 +351,18 @@
 
 (defn sales-summaries-v2 []
   (doseq [[c client-code] (dc/q '[:find ?c ?client-code
-                                   :in $
-                                   :where [?c :client/code ?client-code]]
-                                 (dc/db conn))
-           {:sales-summary/keys [date] :db/keys [id] :as existing-summary}  (dirty-sales-summaries c)]
+                                  :in $
+                                  :where [?c :client/code ?client-code]]
+                                (dc/db conn))
+          {:sales-summary/keys [date] :db/keys [id] :as existing-summary}  (dirty-sales-summaries c)]
     (mu/with-context {:client-code client-code
-                       :date date}
-       (alog/info ::updating)
-       (let [manual-items (->> existing-summary
-                               :sales-summary/items
-                               (filter :sales-summary-item/manual?))
-             calculated-items (->>
+                      :date date}
+      (alog/info ::updating)
+      (let [manual-items (->> existing-summary
+                              :sales-summary/items
+                              (filter :sales-summary-item/manual?)
+                              (map d-ss/<-pulled-item))
+            calculated-items (->>
                               (get-sales c date)
                               (concat (get-payment-items c date))
                               (concat (get-refund-items c date))
@@ -301,20 +375,19 @@
                               (map (fn [z]
                                      (assoc z :ledger-mapped/account (some-> z :sales-summary-item/category str/lower-case name->number lookup-account)
                                             :sales-summary-item/manual? false))))
-              all-items (concat calculated-items manual-items)
-              result {:db/id id
-                      :sales-summary/client c
-                      :sales-summary/date date
-                      :sales-summary/dirty false
-                      :sales-summary/client+date [c date]
-                      :sales-summary/items all-items}]
-         (if (seq (:sales-summary/items result))
-           (do
-             (alog/info ::upserting-summaries
-                        :category-count (count (:sales-summary/items result)))
-              @(dc/transact conn [[:upsert-sales-summary result]]))
-           @(dc/transact conn [{:db/id id :sales-summary/dirty false}]))))))
-
+            all-items (concat calculated-items manual-items)
+            result {:db/id id
+                    :sales-summary/client c
+                    :sales-summary/date date
+                    :sales-summary/dirty false
+                    :sales-summary/client+date [c date]
+                    :sales-summary/items all-items}]
+        (if (seq (:sales-summary/items result))
+          (do
+            (alog/info ::upserting-summaries
+                       :category-count (count (:sales-summary/items result)))
+            @(dc/transact conn [[:upsert-sales-summary result]]))
+          @(dc/transact conn [{:db/id id :sales-summary/dirty false}]))))))
 
 (defn reset-summaries []
   @(dc/transact conn (->> (dc/q '[:find ?sos
@@ -324,9 +397,6 @@
                           (map (fn [[sos]]
                                  [:db/retractEntity sos])))))
 
-
-
-
 (comment
   (auto-ap.datomic/transact-schema conn)
 
@@ -336,26 +406,19 @@
 
   (dirty-sales-summaries [:client/code "NGWH"])
 
-
   (apply mark-dirty [:client/code "NGWH"] (last-n-days 5))
 
   (iol-ion.tx.upsert-sales-summary-ledger/summary->journal-entry (dc/db conn) 17592314245819)
 
-
   (iol-ion.tx.upsert-sales-summary-ledger/upsert-sales-summary (dc/db conn) {:db/id 17592314241429})
 
-
-
   (mark-all-dirty 5)
   (delete-all)
 
-
   (sales-summaries-v2)
 
-  
   1
 
-
   (dc/q '[:find (pull ?sos [* {:sales-summary/sales-items [*]}])
           :in $
           :where [?sos :sales-summary/client [:client/code "NGHW"]]
@@ -386,15 +449,24 @@
   @(dc/transact conn [{:db/id :sales-summary/total-tax :db/ident :sales-summary/total-tax-legacy}
                       {:db/id :sales-summary/total-tip :db/ident :sales-summary/total-tip-legacy}])
 
-  (auto-ap.datomic/transact-schema conn)
-
-
-
-
-  )
+  (auto-ap.datomic/transact-schema conn))
 
+(defn days-arg
+  "Trailing-window size from the job's `args`, e.g. `{:days 30}` set as a container override
+  from the admin Background Jobs page for an ad-hoc wider backfill. Values arrive as EDN but
+  may still be strings, so coerce defensively the way load-historical-sales does."
+  [args]
+  (let [days (:days args)]
+    (cond-> (or days default-days)
+      (string? days) (#(Long/parseLong %)))))
 
+(defn refresh-sales-summaries
+  "Marks the trailing `days` window dirty, skipping accepted summaries, then recomputes
+  everything left dirty."
+  ([] (refresh-sales-summaries default-days))
+  ([days]
+   (mark-stale-dirty days)
+   (sales-summaries-v2)))
 
 (defn -main [& _]
-  (execute "sales-summaries" sales-summaries-v2))
-  
+  (execute "sales-summaries" #(refresh-sales-summaries (days-arg (:args env)))))

src/clj/auto_ap/server.clj

@@ -13,6 +13,7 @@
    [auto-ap.jobs.load-historical-sales :as job-load-historical-sales]
    [auto-ap.jobs.plaid :as job-plaid]
    [auto-ap.jobs.register-invoice-import :as job-register-invoice-import]
+   [auto-ap.jobs.sales-summaries :as job-sales-summaries]
    [auto-ap.jobs.square :as job-square]
    [auto-ap.jobs.sysco :as job-sysco]
    [auto-ap.jobs.vendor-usages :as job-vendor-usages]
@@ -33,23 +34,22 @@
   (.addShutdownHook (Runtime/getRuntime)
                     (Thread. f)))
 
-
 (defn gzip-handler []
   (let [gz (GzipHandler.)]
     (doto gz
       (.setIncludedMethods (into-array ["GET" "POST" "PUT" "DELETE" "PATCH"]))
-     (.setIncludedMimeTypes (into-array ["text/css"
-                                         "text/*"
-                                         "text/plain"
-                                         "text/javascript"
-                                         "text/csv"
-                                         "text/html"
-                                         "text/html;charset=utf-8"
-                                         "application/javascript"
-                                         "application/csv"
-                                         "application/edn"
-                                         "application/json"
-                                         "image/svg+xml"]))
+      (.setIncludedMimeTypes (into-array ["text/css"
+                                          "text/*"
+                                          "text/plain"
+                                          "text/javascript"
+                                          "text/csv"
+                                          "text/html"
+                                          "text/html;charset=utf-8"
+                                          "application/javascript"
+                                          "application/csv"
+                                          "application/edn"
+                                          "application/json"
+                                          "image/svg+xml"]))
       (.setMinGzipSize 1024))
     gz))
 
@@ -126,6 +126,9 @@
           (= job "close-auto-invoices")
           (job-close-auto-invoices/-main)
 
+          (= job "sales-summaries")
+          (job-sales-summaries/-main)
+
           (= job "ezcater-upsert")
           (job-ezcater-upsert/-main)
 

src/clj/auto_ap/ssr/admin/background_jobs.clj

@@ -28,14 +28,13 @@
    (com.amazonaws.services.ecs.model AssignPublicIp)))
 
 (defn get-ecs-tasks []
-  (->> 
-    (concat (:task-arns (ecs/list-tasks :max-results 50)) (:task-arns (ecs/list-tasks :desired-status "STOPPED" :max-results 50)))
-    (ecs/describe-tasks :include [] :tasks)
-    :tasks
-    (map #(assoc % :task-definition (:task-definition (ecs/describe-task-definition :task-definition (:task-definition-arn %)))))
-    (sort-by :created-at)
-    reverse))
-
+  (->>
+   (concat (:task-arns (ecs/list-tasks :max-results 50)) (:task-arns (ecs/list-tasks :desired-status "STOPPED" :max-results 50)))
+   (ecs/describe-tasks :include [] :tasks)
+   :tasks
+   (map #(assoc % :task-definition (:task-definition (ecs/describe-task-definition :task-definition (:task-definition-arn %)))))
+   (sort-by :created-at)
+   reverse))
 
 (defn is-background-job?
   "This function checks whether a given task is a background job.
@@ -60,7 +59,7 @@
 (defn job-exited-successfully? [task]
   (if (= 0 (->> task
                 :containers
-                (filter (comp #{"integreat-app" } :name))
+                (filter (comp #{"integreat-app"} :name))
                 (first)
                 :exit-code))
     true
@@ -77,7 +76,7 @@
                              :succeeded
                              :failed))
    :name       (task-definition->job-name (:task-definition task))
-   :end-date   (some-> (:stopped-at task) coerce/to-date-time (time/to-time-zone (time/time-zone-for-offset 0))) 
+   :end-date   (some-> (:stopped-at task) coerce/to-date-time (time/to-time-zone (time/time-zone-for-offset 0)))
    :start-date (some-> (:created-at task) coerce/to-date-time (time/to-time-zone (time/time-zone-for-offset 0)))})
 
 (defn fetch-page [request]
@@ -85,7 +84,7 @@
                   (filter is-background-job?)
                   (map ecs-task->job))]
     [jobs (count jobs)]))
-(def query-schema (mc/schema [:map ]))
+(def query-schema (mc/schema [:map]))
 
 (def grid-page
   (helper/build {:id                 "job-table"
@@ -107,8 +106,7 @@
                  :entity-name "Job"
                  :query-schema query-schema
                  :route       :admin-job-table
-                 :headers     [
-                               {:key      "start"
+                 :headers     [{:key      "start"
                                 :name     "Start"
                                 :render   #(some-> % :start-date (atime/unparse-local atime/standard-time))}
                                {:key      "end"
@@ -119,7 +117,7 @@
                                 :render   (fn [e]
                                             (when (and (:start-date e)
                                                        (:end-date e))
-                                              (str (time/in-minutes (time/interval 
+                                              (str (time/in-minutes (time/interval
                                                                      (:start-date e)
                                                                      (:end-date e))) " minutes")))}
                                {:key      "name"
@@ -150,16 +148,16 @@
                          :network-configuration      {:aws-vpc-configuration {:subnets          ["subnet-5e675761" "subnet-8519fde2" "subnet-89bab8d4"]
                                                                               :security-groups  ["sg-004e5855310c453a3" "sg-02d167406b1082698"]
                                                                               :assign-public-ip AssignPublicIp/ENABLED}}}
-                  args (assoc-in [:overrides :container-overrides ] [{:name "integreat-app" :environment [{:name "args" :value (pr-str args)}]}]))))
+                  args (assoc-in [:overrides :container-overrides] [{:name "integreat-app" :environment [{:name "args" :value (pr-str args)}]}]))))
 
 (defn job-start [{:keys [form-params]}]
   (if (not (get (currently-running-jobs) (:name form-params)))
     (let [new-job (run-task
-                    (-> (:name form-params)
-                        (str/replace  #"-" "_")
-                        (str/replace #":" "")
-                        (str  "_" (:dd-env env)))
-                    (dissoc form-params :name))]
+                   (-> (:name form-params)
+                       (str/replace  #"-" "_")
+                       (str/replace #":" "")
+                       (str  "_" (:dd-env env)))
+                   (dissoc form-params :name))]
       {:message (str "task " (str new-job) " started.")})
     (form-validation-error "This job is already running"
                            :form-params form-params)))
@@ -170,107 +168,109 @@
               [(fc/with-field :ledger-url
                  (com/validated-field {:label "Url"
                                        :errors (fc/field-errors)}
-                            [:div.flex.place-items-center.gap-2
-                             [:pre.text-xs.mr-1 "s3://data.prod.app.integreatconsult.com/bulk-import/"] 
-                             (com/text-input {:placeholder "ledger-data.csv"
-                                              :name        (fc/field-name)
-                                              :value (fc/field-value)} )]))]
+                                      [:div.flex.place-items-center.gap-2
+                                       [:pre.text-xs.mr-1 "s3://data.prod.app.integreatconsult.com/bulk-import/"]
+                                       (com/text-input {:placeholder "ledger-data.csv"
+                                                        :name        (fc/field-name)
+                                                        :value (fc/field-value)})]))]
               (= "register-invoice-import" name)
-              [
-               (fc/with-field :invoice-url
-                   (com/validated-field {:label  "Url"
-                                         :errors (fc/field-errors)}
-                                        [:div.flex.place-items-center.gap-2
-                                         [:pre.text-xs.mr-1 "s3://data.prod.app.integreatconsult.com/bulk-import/"] 
-                                         (com/text-input {:placeholder "invoice-data.csv"
-                                                          :name        (fc/field-name)
-                                                          :value       (fc/field-value)} )]))]
+              [(fc/with-field :invoice-url
+                 (com/validated-field {:label  "Url"
+                                       :errors (fc/field-errors)}
+                                      [:div.flex.place-items-center.gap-2
+                                       [:pre.text-xs.mr-1 "s3://data.prod.app.integreatconsult.com/bulk-import/"]
+                                       (com/text-input {:placeholder "invoice-data.csv"
+                                                        :name        (fc/field-name)
+                                                        :value       (fc/field-value)})]))]
               (= "load-historical-sales" name)
-              [
-               (fc/with-field :client
-                   (com/validated-field {:label  "Client"
-                                         :errors (fc/field-errors)}
-                                        (com/typeahead {:name        (fc/field-name)
-                                                          :value       (fc/field-value)
-                                                          :placeholder "Search..."
-                                                          :url         (bidi/path-for ssr-routes/only-routes
-                                                                                      :company-search)})))
-               (fc/with-field :days 
+              [(fc/with-field :client
+                 (com/validated-field {:label  "Client"
+                                       :errors (fc/field-errors)}
+                                      (com/typeahead {:name        (fc/field-name)
+                                                      :value       (fc/field-value)
+                                                      :placeholder "Search..."
+                                                      :url         (bidi/path-for ssr-routes/only-routes
+                                                                                  :company-search)})))
+               (fc/with-field :days
                  (com/validated-field {:label  "Days to load"
                                        :errors (fc/field-errors)}
                                       (com/text-input {:placeholder "60"
                                                        :name        (fc/field-name)
-                                                       :value       (fc/field-value)} )))]
-              :else nil))
+                                                       :value       (fc/field-value)})))]
+              (= "sales-summaries" name)
+              [(fc/with-field :days
+                 (com/validated-field {:label  "Days to refresh"
+                                       :errors (fc/field-errors)}
+                                      (com/text-input {:placeholder "7"
+                                                       :name        (fc/field-name)
+                                                       :value       (fc/field-value)})))]
+              :else nil)))
 
-  
-  )
-
-(defn subform [{{:keys [name]} :query-params }]
+(defn subform [{{:keys [name]} :query-params}]
   (html-response
-    (fc/start-form {} nil
-      (subform* {:name name}))))
+   (fc/start-form {} nil
+                  (subform* {:name name}))))
 
 (defn job-start-dialog [{:keys [form-errors form-params] :as request}]
   (fc/start-form (or form-params {}) form-errors
-    (modal-response
-      (com/modal ;; TODO we need a cleaner way to have forms that wrap the whole. In this cas
-        {}
-        [:form {:hx-post       (bidi/path-for ssr-routes/only-routes :admin-job-start)
-                :class         "h-full w-full"}
-         [:fieldset {:class "hx-disable h-full w-full"}
-          (com/modal-card {}
-            [:div.m-2 "New job"]
-            [:div.space-y-6
+                 (modal-response
+                  (com/modal ;; TODO we need a cleaner way to have forms that wrap the whole. In this cas
+                   {}
+                   [:form {:hx-post       (bidi/path-for ssr-routes/only-routes :admin-job-start)
+                           :class         "h-full w-full"}
+                    [:fieldset {:class "hx-disable h-full w-full"}
+                     (com/modal-card {}
+                                     [:div.m-2 "New job"]
+                                     [:div.space-y-6
 
-             (fc/with-field :name 
-               (com/validated-field {:label  "Job"
-                                     :errors (fc/field-errors)}
-                                    (com/select {:name      (fc/field-name)
-                                                 :value     (fc/field-value)
-                                                 :class     "w-64"
-                                                 :options   [["" ""]
-                                                             ["yodlee2" "Yodlee Import"]
-                                                             ["yodlee2-accounts" "Yodlee Account Import"]
-                                                             ["intuit" "Intuit import"]
-                                                             ["plaid" "Plaid import"]
-                                                             ["bulk-journal-import" "Bulk Journal Import"]
-                                                             ["square-import-job" "Square Import"]
-                                                             ["register-invoice-import" "Register Invoice Import "]
-                                                             ["ezcater-upsert" "Upsert recent ezcater orders"]
-                                                             ["load-historical-sales" "Load Historical Square Sales"]
-                                                             ["export-backup" "Export Backup"]]
-                                                 :hx-get    (bidi/path-for ssr-routes/only-routes
-                                                                           :admin-job-subform)
-                                                 :hx-target "#sub-form"
-                                                 :hx-swap   "innerHTML"})))
+                                      (fc/with-field :name
+                                        (com/validated-field {:label  "Job"
+                                                              :errors (fc/field-errors)}
+                                                             (com/select {:name      (fc/field-name)
+                                                                          :value     (fc/field-value)
+                                                                          :class     "w-64"
+                                                                          :options   [["" ""]
+                                                                                      ["yodlee2" "Yodlee Import"]
+                                                                                      ["yodlee2-accounts" "Yodlee Account Import"]
+                                                                                      ["intuit" "Intuit import"]
+                                                                                      ["plaid" "Plaid import"]
+                                                                                      ["bulk-journal-import" "Bulk Journal Import"]
+                                                                                      ["square-import-job" "Square Import"]
+                                                                                      ["register-invoice-import" "Register Invoice Import "]
+                                                                                      ["ezcater-upsert" "Upsert recent ezcater orders"]
+                                                                                      ["load-historical-sales" "Load Historical Square Sales"]
+                                                                                      ["sales-summaries" "Refresh Sales Summaries"]
+                                                                                      ["export-backup" "Export Backup"]]
+                                                                          :hx-get    (bidi/path-for ssr-routes/only-routes
+                                                                                                    :admin-job-subform)
+                                                                          :hx-target "#sub-form"
+                                                                          :hx-swap   "innerHTML"})))
 
-             [:div#sub-form (subform* {:name (fc/with-field :name (fc/field-value))}) ]]
-            [:div
-             
-             (com/form-errors {:errors (:errors fc/*form-errors*)})
-             (com/validated-save-button {:errors form-errors} "Run job")])]]))))
+                                      [:div#sub-form (subform* {:name (fc/with-field :name (fc/field-value))})]]
+                                     [:div
+
+                                      (com/form-errors {:errors (:errors fc/*form-errors*)})
+                                      (com/validated-save-button {:errors form-errors} "Run job")])]]))))
 
 (def form-schema (mc/schema [:map
                              [:name [:string {:min 1}]]
                              [:ledger-url {:optional true} [:string {:min 1}]]
                              [:invoice-url {:optional true} [:string {:min 1}]]
                              [:client {:optional true} entity-id]
-                             [:days {:optional true} [:int {:min 1 :max 120}]]
-                             ]))
+                             [:days {:optional true} [:int {:min 1 :max 120}]]]))
 
 (def key->handler
-  (apply-middleware-to-all-handlers 
-    (->> 
-      {:admin-jobs             (helper/page-route grid-page)
-       :admin-job-table        (helper/table-route grid-page)
-       :admin-job-subform      (-> subform (wrap-schema-enforce :query-schema [:map [:name  {:optional true} [:maybe :string]]]))
-       :admin-job-start        (-> job-start
-                                   (wrap-schema-enforce :form-schema form-schema)
-                                   (wrap-nested-form-params)
-                                   (wrap-form-4xx-2 job-start-dialog))
-       :admin-job-start-dialog job-start-dialog})
-    (fn [h]
-      (-> h
-          (wrap-admin)
-          (wrap-client-redirect-unauthenticated)))))
+  (apply-middleware-to-all-handlers
+   (->>
+    {:admin-jobs             (helper/page-route grid-page)
+     :admin-job-table        (helper/table-route grid-page)
+     :admin-job-subform      (-> subform (wrap-schema-enforce :query-schema [:map [:name  {:optional true} [:maybe :string]]]))
+     :admin-job-start        (-> job-start
+                                 (wrap-schema-enforce :form-schema form-schema)
+                                 (wrap-nested-form-params)
+                                 (wrap-form-4xx-2 job-start-dialog))
+     :admin-job-start-dialog job-start-dialog})
+   (fn [h]
+     (-> h
+         (wrap-admin)
+         (wrap-client-redirect-unauthenticated)))))

src/clj/auto_ap/ssr/pos/sales_summaries.clj

@@ -4,6 +4,7 @@
     :refer [apply-pagination apply-sort-3 conn merge-query pull-many
             query2]]
    [auto-ap.datomic.accounts :as d-accounts]
+   [auto-ap.datomic.sales-summaries :refer [total-credits total-debits]]
    [auto-ap.graphql.utils :refer [extract-client-ids]]
    [auto-ap.query-params :refer [wrap-copy-qp-pqp]]
    [auto-ap.client-routes :as client-routes]
@@ -116,18 +117,6 @@
 (defn sort-items [ss]
   (sort-by (juxt :ledger-mapped/ledger-side :sales-summary-item/sort-order :sales-summary-item/category) ss))
 
-(defn total-debits [items]
-  (->> items
-       (filter #(= :ledger-side/debit (:ledger-mapped/ledger-side %)))
-       (map #(:ledger-mapped/amount % 0.0))
-       (reduce + 0.0)))
-
-(defn total-credits [items]
-  (->> items
-       (filter #(= :ledger-side/credit (:ledger-mapped/ledger-side %)))
-       (map #(:ledger-mapped/amount % 0.0))
-       (reduce + 0.0)))
-
 (defn truncate [s max-len]
   (if (> (count s) max-len)
     (str (subs s 0 (- max-len 3)) "...")
@@ -158,13 +147,13 @@
        [:span.text-sm account-name]
        (com/pill {:color :red} "Missing acct"))
      (com/a-icon-button {:class "p-1"
-                          :hx-get (bidi/path-for ssr-routes/only-routes ::route/edit-item-account)
-                          :hx-target "closest .account-cell"
-                          :hx-swap "outerHTML"
-                          :hx-vals (hx/json {:item-index (or (:item-index item) 0)
-                                             :client-id client-id
-                                             :current-account-id (or account-id "")})}
-                         svg/pencil)]))
+                         :hx-get (bidi/path-for ssr-routes/only-routes ::route/edit-item-account)
+                         :hx-target "closest .account-cell"
+                         :hx-swap "outerHTML"
+                         :hx-vals (hx/json {:item-index (or (:item-index item) 0)
+                                            :client-id client-id
+                                            :current-account-id (or account-id "")})}
+                        svg/pencil)]))
 
 (defn account-edit-cell [{:keys [field-name-prefix client-id current-account-id]}]
   (let [account-input-name (str field-name-prefix "[ledger-mapped/account]")]
@@ -172,23 +161,23 @@
      (account-typeahead* {:name account-input-name
                           :value current-account-id
                           :client-id client-id})
-      [:div.flex.gap-1
-       (com/a-icon-button {:class "p-1"
-                           :hx-put (bidi/path-for ssr-routes/only-routes ::route/save-item-account)
-                           :hx-target "closest .account-cell"
-                           :hx-swap "outerHTML"
-                           :hx-include "closest .account-cell"
-                           :hx-vals (hx/json {:field-name-prefix field-name-prefix
-                                              :client-id client-id})}
-                          svg/check)
-       (com/a-icon-button {:class "p-1"
-                           :hx-get (bidi/path-for ssr-routes/only-routes ::route/cancel-item-account)
-                           :hx-target "closest .account-cell"
-                           :hx-swap "outerHTML"
-                           :hx-vals (hx/json {:field-name-prefix field-name-prefix
-                                              :client-id client-id
-                                              :current-account-id (or current-account-id "")})}
-                          svg/x)]]))
+     [:div.flex.gap-1
+      (com/a-icon-button {:class "p-1"
+                          :hx-put (bidi/path-for ssr-routes/only-routes ::route/save-item-account)
+                          :hx-target "closest .account-cell"
+                          :hx-swap "outerHTML"
+                          :hx-include "closest .account-cell"
+                          :hx-vals (hx/json {:field-name-prefix field-name-prefix
+                                             :client-id client-id})}
+                         svg/check)
+      (com/a-icon-button {:class "p-1"
+                          :hx-get (bidi/path-for ssr-routes/only-routes ::route/cancel-item-account)
+                          :hx-target "closest .account-cell"
+                          :hx-swap "outerHTML"
+                          :hx-vals (hx/json {:field-name-prefix field-name-prefix
+                                             :client-id client-id
+                                             :current-account-id (or current-account-id "")})}
+                         svg/x)]]))
 
 (def grid-page
   (helper/build {:id "entity-table"
@@ -576,8 +565,8 @@
                            [:span.text-gray-500 (truncate (:sales-summary-item/category item) 30)]
                            (account-display-cell {:item (assoc item :item-index actual-idx)
                                                   :field-name-prefix (str "step-params[sales-summary/items][" actual-idx "]")
-                                                   :client-id client-id})
-                            [:span.ml-auto.font-mono.tabular-nums.text-gray-900 (format "$%,.2f" (:ledger-mapped/amount item))]]))
+                                                  :client-id client-id})
+                           [:span.ml-auto.font-mono.tabular-nums.text-gray-900 (format "$%,.2f" (:ledger-mapped/amount item))]]))
                       [:div.h-6]))]
                  [:div.mt-2.border-t.pt-1
                   (summary-total-display request)
@@ -619,13 +608,13 @@
                            [:span.text-gray-500 (truncate (:sales-summary-item/category item) 30)]
                            (account-display-cell {:item (assoc item :item-index actual-idx)
                                                   :field-name-prefix (str "step-params[sales-summary/items][" actual-idx "]")
-                                                   :client-id client-id})
-                            [:span.ml-auto.font-mono.tabular-nums.text-gray-900 (format "$%,.2f" (:ledger-mapped/amount item))]]))
+                                                  :client-id client-id})
+                           [:span.ml-auto.font-mono.tabular-nums.text-gray-900 (format "$%,.2f" (:ledger-mapped/amount item))]]))
                       [:div.h-6]))]
                  [:div.mt-2.border-t.pt-1
                   (summary-total-display request)
                   (unbalanced-display request)]]]
-                [:div.mt-4.border-t.pt-2
+               [:div.mt-4.border-t.pt-2
                 (fc/with-field :sales-summary/items
                   (com/data-grid-new-row {:colspan 2
                                           :hx-get (bidi/path-for ssr-routes/only-routes ::route/new-summary-item)
@@ -761,16 +750,16 @@
      ::route/edit-wizard-navigate (-> mm/next-handler
                                       (mm/wrap-wizard edit-wizard)
                                       (mm/wrap-decode-multi-form-state))
-      ::route/new-summary-item (-> (add-new-entity-handler [:step-params :sales-summary/items]
-                                                           (fn render [cursor request]
-                                                             (sales-summary-item-row*
-                                                              {:value cursor
-                                                               :client-id (:client-id (:query-params request))}))
-                                                           (fn build-new-row [base _]
-                                                             (assoc base :sales-summary-item/manual? true)))
-                                   (wrap-schema-enforce :query-schema [:map
-                                                                       [:client-id {:optional true}
-                                                                        [:maybe entity-id]]]))
+     ::route/new-summary-item (-> (add-new-entity-handler [:step-params :sales-summary/items]
+                                                          (fn render [cursor request]
+                                                            (sales-summary-item-row*
+                                                             {:value cursor
+                                                              :client-id (:client-id (:query-params request))}))
+                                                          (fn build-new-row [base _]
+                                                            (assoc base :sales-summary-item/manual? true)))
+                                  (wrap-schema-enforce :query-schema [:map
+                                                                      [:client-id {:optional true}
+                                                                       [:maybe entity-id]]]))
      ::route/edit-item-account (-> edit-item-account
                                    (wrap-schema-enforce :query-schema [:map
                                                                        [:item-index nat-int?]

terraform/deploy.tf

@@ -386,6 +386,20 @@ module "close_auto_invoices_job" {
        cpu = 512
 }
 
+module "sales_summaries_job" {
+       count = var.enable_schedules ? 1 : 0
+       source = "./background-job/"
+       ecs_cluster = var.ecs_cluster
+       task_role_arn = var.task_role_arn
+       stage = var.stage
+       schedule = "rate(1 day)"
+       job_name = "sales-summaries"
+       execution_role_arn = var.execution_role_arn
+       use_schedule = true
+       memory = 4096
+       cpu = 2048
+}
+
 module "yodlee2_accounts_job" {
        count = var.enable_schedules ? 1 : 0
        source = "./background-job/"