critique of wizard design.

.claude/skills/agent-browser

@@ -0,0 +1 @@
+../../.agents/skills/agent-browser

.opencode/package-lock.json

@@ -5,7 +5,7 @@
   "packages": {
     "": {
       "dependencies": {
-        "@opencode-ai/plugin": "1.15.10"
+        "@opencode-ai/plugin": "1.15.12"
       }
     },
     "node_modules/@msgpackr-extract/msgpackr-extract-darwin-arm64": {
@@ -87,19 +87,19 @@
       ]
     },
     "node_modules/@opencode-ai/plugin": {
-      "version": "1.15.10",
-      "resolved": "https://registry.npmjs.org/@opencode-ai/plugin/-/plugin-1.15.10.tgz",
-      "integrity": "sha512-V2p7CvpBtKWB+FID7Dl1y0Ci02zUT40A9b2RD9R9BOiuD8ZcKhHWov+irN0xVJA0Eg6OhEBfA0lPKRn1FNKPlw==",
+      "version": "1.15.12",
+      "resolved": "https://registry.npmjs.org/@opencode-ai/plugin/-/plugin-1.15.12.tgz",
+      "integrity": "sha512-BBteGXEwJt+1ehHqQ+yKXmoWltrW+2xO++B1Fm/dnMGYWT9luEKA5RlUuVYA2qDF6uwlE7kmHZvQZAM79zWHEA==",
       "license": "MIT",
       "dependencies": {
-        "@opencode-ai/sdk": "1.15.10",
+        "@opencode-ai/sdk": "1.15.12",
         "effect": "4.0.0-beta.66",
         "zod": "4.1.8"
       },
       "peerDependencies": {
-        "@opentui/core": ">=0.2.15",
-        "@opentui/keymap": ">=0.2.15",
-        "@opentui/solid": ">=0.2.15"
+        "@opentui/core": ">=0.2.16",
+        "@opentui/keymap": ">=0.2.16",
+        "@opentui/solid": ">=0.2.16"
       },
       "peerDependenciesMeta": {
         "@opentui/core": {
@@ -114,9 +114,9 @@
       }
     },
     "node_modules/@opencode-ai/sdk": {
-      "version": "1.15.10",
-      "resolved": "https://registry.npmjs.org/@opencode-ai/sdk/-/sdk-1.15.10.tgz",
-      "integrity": "sha512-CUhpmMGGOqzvPnNNjjWmEIodAfP6Qnuki2ChIUKWYF7UImZ4zUcMZnzO5BtUxu/Ni1P8qzWxDioXs+7aIZQEhA==",
+      "version": "1.15.12",
+      "resolved": "https://registry.npmjs.org/@opencode-ai/sdk/-/sdk-1.15.12.tgz",
+      "integrity": "sha512-lOaBNX93dkakZe6C42ttX1bkSx3K2c6+Yv+w8Qv02v5rPlu1vCXbmdfYDh9/bw+oq+NKPSaBm9d6kPA19hA5Lg==",
       "license": "MIT",
       "dependencies": {
         "cross-spawn": "7.0.6"

AGENTS.md

@@ -34,6 +34,14 @@ INTEGREAT_JOB="" lein run  # Default: port 3000
 PORT=3449 lein run
 ```
 
+If you want to start the server, you should run `lein mcp-repl` which will output a nrepl-server port file and http-server port file.
+
+## Browser Automation
+
+When using the **agent-browser** skill for testing or automation:
+- Navigate to `/dev-login` to simulate an admin user and fake a session
+- Do not open directly to a specific page unless explicitly instructed to; instead, start on the dashboard and navigate from there
+
 ## Test Execution
 prefer using clojure-eval skill
 

CLAUDE.md

@@ -1,125 +1,2 @@
 # CLAUDE.md
-
-This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
-
-## Project Overview
-
-Integreat is a full-stack web application for accounts payable (AP) and accounting automation. It integrates with multiple financial data sources (Plaid, Yodlee, Square, Intuit QBO) to manage invoices, bank accounts, transactions, and vendor information.
-
-**Tech Stack:**
-- Backend: Clojure 1.10.1 with Ring (Jetty), Datomic database, GraphQL (Lacinia, in process of depracation)
-- Frontend, two versions: 
-    * ClojureScript with Reagent, Re-frame, (almost depracated)
-    * Server side: HTMX, TailwindCSS, alpinejs (current)
-- Java: Amazon Corretto 11 (required for Clojure 1.10.1)
-
-## Development Commands
-
-**Build:**
-```bash
-lein build              # Create uberjar
-lein uberjar            # Standalone JAR
-npm install             # Install Node.js dependencies (for frontend build)
-```
-
-### Development
-```bash
-docker-compose up -d    # Start Datomic, Solr services
-lein repl               # Start Clojure REPL (nREPL on port 9000), typically one will be running for you already
-lein cljfmt check       # Check code formatting
-lein cljfmt fix         # Auto-format code
-clj-paren-repair [FILE ...] # fix parentheses in files
-clj-nrepl-eval -p PORT "(+ 1 2 3)" #  evaluate clojure code
-
-```
-
-Often times, if a file won't compile, first clj-paren-repair on the file, then try again. If it doesn't wor still, try cljfmt check.
-
-
-**Running the Application:**
-
-**As Web Server:**
-```bash
-INTEGREAT_JOB="" lein run  # Default: port 3000
-# Or with custom port:
-PORT=3449 lein run
-```
-
-**As Background Job:**
-Set `INTEGREAT_JOB` environment variable to one of:
-- `square-import-job` - Square POS transaction sync
-- `yodlee2` - Yodlee bank account sync
-- `plaid` - Plaid bank linking
-- `intuit` - Intuit QBO sync
-- `import-uploaded-invoices` - Process uploaded invoice PDFs
-- `ezcater-upsert` - EZcater PO sync
-- `ledger_reconcile` - Ledger reconciliation
-- `bulk_journal_import` - Journal entry import
-- (no job) - Run web server + nREPL
-
-## Architecture
-
-**Request Flow:**
-1. Ring middleware pipeline processes requests
-2. Authentication/authorization middleware (Buddy) wraps handlers
-3. Bidi routes dispatch to handlers
-4. SSR (server-side rendering) generates HTML with Hiccup for main views
-5. For interactive pages, HTMX handles partial updates
-6. Client-side uses alpinejs as a bonus
-
-**Multi-tenancy:**
-- Client-based filtering via `:client/code` and `:client/groups`
-- Client selection via `X-Clients` header or session
-- Role-based permissions: admin, standard user, vendor
-
-**Key Directories:**
-- `src/clj/auto_ap/` - Backend Clojure code
-- `src/clj/auto_ap/server.clj` - Main entry point, job dispatcher, Mount lifecycle
-- `src/clj/auto_ap/handler.clj` - Ring app, middleware stack
-- `src/clj/auto_ap/datomic/` - Datomic schema and queries
-- `src/clj/auto_ap/ssr/` - Server-side rendered page handlers (Hiccup templates)
-- `src/clj/auto_ap/routes/` - HTTP route definitions
-- `src/clj/auto_ap/jobs/` - Background batch jobs
-- `src/clj/auto_ap/graphql/` - GraphQL type definitions and resolvers
-- `src/cljs/auto_ap/` - Frontend ClojureScript for old, depracated version
-- `test/clj/auto_ap/` - Unit/integration tests
-
-## Database
-
-- Datomic schema defined in `resources/schema.edn`
-- Key entity patterns:
-  - `:client/code`, `:client/groups` for multi-tenancy
-  - `:vendor/*`, `:invoice/*`, `:transaction/*`, `:account/*` for standard entities
-  - `:db/type/ref` for relationships, many with `:db/cardinality :db.cardinality/many`
-
-## Configuration
-
-- Dev config: `config/dev.edn` (set via `-Dconfig=config/dev.edn`)
-- Env vars: `INTEGREAT_JOB`, `PORT`
-- Docker: Uses Alpine-based Amazon Corretto 11 image
-
-## Important Patterns
-
-- **Middleware stack** in `handler.clj`: route matching → logging → client hydration → session/auth → idle timeout → error handling → gzip
-- **Client context** added by middleware: `:identity`, `:clients`, `:client`, `:matched-route`
-- **Job dispatching** in `server.clj`: checks `INTEGREAT_JOB` env var to run specific background jobs or start web server
-- **Test selectors**: namespaces ending in `integration` or `functional` are selected by `lein test :integration` / `lein test :functional`
-
-## Clojure REPL Evaluation
-
-The command `clj-nrepl-eval` is installed on your path for evaluating Clojure code via nREPL.
-
-**Discover nREPL servers:**
-
-`clj-nrepl-eval --discover-ports`
-
-**Evaluate code:**
-
-`clj-nrepl-eval -p <port> "<clojure-code>"`
-
-With timeout (milliseconds)
-
-`clj-nrepl-eval -p <port> --timeout 5000 "<clojure-code>"`
-
-The REPL session persists between evaluations - namespaces and state are maintained.
-Always use `:reload` when requiring namespaces to pick up changes.
+@AGENTS.md

docs/superpowers/plans/2025-01-15-wizard-phase-i-trial.md

@@ -0,0 +1,298 @@
+# Phase I Trial: Django-Formtools Style Wizard (Server-Side Storage)
+
+## Goal
+Create a **copy** of one existing wizard using Approach B (server-side session storage) without modifying any existing multi_modal.clj code. This is an isolated trial to validate the pattern.
+
+## Trial Subject: Transaction Bulk Code Wizard
+**Why this one:**
+- Single-step form (simplest case)
+- Currently uses wizard protocols unnecessarily
+- ~420 lines in `transaction/bulk_code.clj`
+- Well-contained with clear inputs/outputs
+
+---
+
+## Architecture
+
+```
+Browser                    Server
+  |                          |
+  |-- GET /bulk-code-trial -->|
+  |                          |-- Create session entry
+  |                          |-- Return form with wizard-id
+  |<-- HTML + wizard-id -----|
+  |                          |
+  |-- POST (wizard-id +     -->|
+  |    current-step data)    |-- Validate step
+  |                          |-- Store in session
+  |                          |-- Return next step or done
+  |<-- HTML -----------------|
+```
+
+**Key difference from current approach:**
+- Current: EDN snapshot serialized in hidden form fields
+- Trial: Only `wizard-id` and current step fields in form. State lives server-side in atom.
+
+---
+
+## Files (All New - No Existing Files Modified)
+
+```
+src/clj/auto_ap/ssr/components/wizard_trial/
+  state.clj          - Session storage backend
+  core.clj           - Trial wizard engine (minimal)
+  
+src/clj/auto_ap/ssr/transaction/
+  bulk_code_trial.clj - Trial implementation of bulk code
+  
+test/clj/auto_ap/ssr/transaction/
+  bulk_code_trial_test.clj - Tests for trial
+```
+
+---
+
+## Phase I: Trial Implementation (This Week)
+
+### Step 1: Create Session Storage
+
+**File:** `src/clj/auto_ap/ssr/components/wizard_trial/state.clj`
+
+```clojure
+(ns auto-ap.ssr.components.wizard-trial.state)
+
+(defonce ^:private store (atom {}))
+
+(defn create!
+  "Creates new wizard session. Returns wizard-id."
+  [initial-data]
+  (let [id (str (java.util.UUID/randomUUID))]
+    (swap! store assoc id {:data initial-data
+                           :created-at (java.util.Date.)})
+    id))
+
+(defn get-wizard
+  "Retrieves wizard data by id."
+  [id]
+  (get @store id))
+
+(defn update-step!
+  "Merges step data into wizard session."
+  [id step-key step-data]
+  (swap! store assoc-in [id :data step-key] step-data))
+
+(defn get-all-data
+  "Returns merged data from all steps."
+  [id]
+  (-> (get-wizard id)
+      :data
+      vals
+      (apply merge)))
+
+(defn destroy!
+  "Removes wizard session."
+  [id]
+  (swap! store dissoc id))
+```
+
+### Step 2: Create Minimal Wizard Engine
+
+**File:** `src/clj/auto_ap/ssr/components/wizard_trial/core.clj`
+
+```clojure
+(ns auto-ap.ssr.components.wizard-trial.core
+  (:require [auto-ap.ssr.components.wizard-trial.state :as ws]
+            [malli.core :as mc]))
+
+(defn render-step
+  "Renders a single step form."
+  [{:keys [wizard-id step-config request]}]
+  (let [step-data (get-in (ws/get-wizard wizard-id) [:data (:key step-config)])]
+    [:form {:hx-post (:submit-route step-config)
+            :hx-target "this"
+            :hx-swap "outerHTML"}
+     [:input {:type "hidden" :name "wizard-id" :value wizard-id}]
+     [:input {:type "hidden" :name "step-key" :value (name (:key step-config))}]
+     ((:render step-config) (assoc request :step-data step-data))]))
+
+(defn handle-submit
+  "Handles step submission."
+  [step-config request]
+  (let [{:keys [wizard-id step-key]} (:form-params request)
+        wizard-id (str wizard-id)
+        step-key (keyword step-key)
+        step-data (select-keys (:form-params request) (:fields step-config))]
+    
+    (if-let [errors (mc/explain (:schema step-config) step-data)]
+      ;; Validation failed - re-render with errors
+      (render-step {:wizard-id wizard-id 
+                    :step-config step-config
+                    :request (assoc request :errors errors)})
+      
+      ;; Success - save and done (single step for trial)
+      (let [all-data (ws/get-all-data wizard-id)]
+        (ws/destroy! wizard-id)
+        ((:done-fn step-config) all-data request)))))
+```
+
+### Step 3: Create Trial Bulk Code Form
+
+**File:** `src/clj/auto_ap/ssr/transaction/bulk_code_trial.clj`
+
+```clojure
+(ns auto-ap.ssr.transaction.bulk-code-trial
+  (:require [auto-ap.ssr.components.wizard-trial.core :as wt]
+            [auto-ap.ssr.components.wizard-trial.state :as ws]
+            [auto-ap.ssr.components :as com]
+            [auto-ap.ssr.utils :refer [html-response]]
+            [auto-ap.datomic :refer [conn pull-attr]]
+            [datomic.api :as dc]))
+
+(def bulk-code-schema
+  [:map
+   [:vendor {:optional true} [:maybe int?]]
+   [:approval-status {:optional true} [:maybe keyword?]]
+   [:accounts {:optional true}
+    [:vector {:coerce? true}
+     [:map
+      [:account int?]
+      [:location :string]
+      [:percentage :double]]]]]])
+
+(defn render-bulk-code-form
+  "Pure function - renders the form given data."
+  [{:keys [step-data errors]}]
+  [:div.bulk-code-trial
+   [:h2 "Bulk Code (Trial - Phase I)"]
+   
+   [:div.space-y-4
+    ;; Vendor field
+    [:div
+     [:label "Vendor"]
+     (com/typeahead {:name "vendor"
+                     :value (:vendor step-data)
+                     :url "/api/vendors/search"})]
+    
+    ;; Accounts table
+    [:div
+     [:h3 "Accounts"]
+     [:table
+      [:thead
+       [:tr
+        [:th "Account"]
+        [:th "Location"]
+        [:th "%"]]]
+      [:tbody
+       (for [[idx account] (map-indexed vector (:accounts step-data []))]
+         [:tr {:key idx}
+          [:td (com/typeahead {:name (str "accounts[" idx "][account]")
+                               :value (:account account)})]
+          [:td (com/text-input {:name (str "accounts[" idx "][location]")
+                                :value (:location account)})]
+          [:td (com/money-input {:name (str "accounts[" idx "][percentage]")
+                                 :value (:percentage account)})]])]]]
+    
+    ;; Submit
+    [:button {:type "submit"} "Apply Bulk Code"]]])
+
+(def trial-step-config
+  {:key :bulk-code
+   :schema bulk-code-schema
+   :fields [:vendor :approval-status :accounts]
+   :render render-bulk-code-form
+   :submit-route "/transaction/bulk-code-trial"
+   :done-fn (fn [data request]
+              ;; Apply bulk coding logic here
+              (html-response [:div.success "Bulk code applied! (Trial)"]))})
+
+;; Route handlers
+(defn open-trial [request]
+  (let [wizard-id (ws/create! {:accounts []})]
+    (wt/render-step {:wizard-id wizard-id
+                     :step-config trial-step-config
+                     :request request})))
+
+(defn submit-trial [request]
+  (wt/handle-submit trial-step-config request))
+```
+
+### Step 4: Add Routes
+
+In your routes file (new entries, don't modify existing):
+
+```clojure
+{::route/bulk-code-trial open-trial
+ ::route/bulk-code-trial-submit submit-trial}
+```
+
+---
+
+## Phase II: Expand Trial (If Phase I Works)
+
+**Goal:** Test with a multi-step wizard
+
+**Subject:** New Invoice Wizard (2-3 steps)
+- Step 1: Basic details
+- Step 2: Accounts (conditional)
+- Step 3: Submit
+
+**New additions to trial engine:**
+- Step navigation (next/prev)
+- Conditional steps (skip accounts if not customizing)
+- Step validation per-step
+- Progress indicator
+
+**Files to create:**
+```
+src/clj/auto_ap/ssr/invoice/
+  new_invoice_trial.clj
+```
+
+---
+
+## Phase III: Full Migration Decision (If Phase II Works)
+
+**Goal:** Decide whether to migrate all wizards or keep both systems
+
+**Evaluation criteria:**
+1. ✅ Line count reduction (target: 50%+)
+2. ✅ Testability (pure functions easier to test)
+3. ✅ Performance (server-side storage vs EDN serialization)
+4. ✅ Complexity (fewer protocols/middleware)
+5. ⚠️  Session handling (what happens on server restart?)
+6. ⚠️  Multiple tabs (can user have two wizards open?)
+
+**Decision matrix:**
+
+| Criteria | Current | Trial | Winner |
+|----------|---------|-------|--------|
+| Lines of code | ~8,200 | ~3,000 (est.) | Trial |
+| Server restarts | Survives (state in form) | Loses state | Current |
+| Multiple tabs | Works (independent forms) | Needs separate IDs | Tie |
+| Testability | Hard (cursor context) | Easy (pure functions) | Trial |
+| Complex merges | Painful | Simple (keyed steps) | Trial |
+
+**If trial wins:** Migrate all wizards using Phase II pattern
+**If mixed:** Use trial for simple forms, keep current for complex multi-step
+
+---
+
+## How to Run the Trial
+
+1. **Start server:** `lein run`
+2. **Navigate to:** `/transaction/bulk-code-trial`
+3. **Test:** Fill form, submit, verify state handling
+4. **Compare:** Open existing `/transaction/bulk-code` in another tab
+5. **Evaluate:** Which feels simpler? Which is easier to debug?
+
+---
+
+## Success Criteria for Phase I
+
+- [ ] Trial renders without errors
+- [ ] Form submission validates correctly
+- [ ] Server-side state persists across requests
+- [ ] No modifications to existing multi_modal.clj
+- [ ] Code is < 200 lines (vs 420 original)
+- [ ] Developer can understand flow in 5 minutes
+
+**Ready to implement Phase I?**

opencode.json

@@ -118,7 +118,12 @@
       "type": "local",
       "command": ["clojure", "-Tmcp", "start", ":config-profile", ":cli-assist"],
       "enabled": true
-    } 
+    } ,
+    "tavily": {
+      "type": "remote",
+      "url": "https://mcp.tavily.com/mcp/?tavilyApiKey=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",
+      "enabled": true
+    }
   },
   "permission": {
     "read": "allow",

src/clj/auto_ap/handler.clj

@@ -66,9 +66,9 @@
                  ])
 
 (defn not-found [_]
-  {:status  404
+  {:status 404
    :headers {}
-   :body    ""})
+   :body ""})
 
 (defn home-handler [{:keys [identity]}]
   (if identity
@@ -125,13 +125,13 @@
 
 (defn wrap-logging [handler]
   (fn [request]
-    (mu/with-context (cond-> {:uri       (:uri request)
-                              :route  (:handler (bidi.bidi/match-route all-routes
-                                                                       (:uri request)
-                                                                       :request-method (:request-method request)))
+    (mu/with-context (cond-> {:uri (:uri request)
+                              :route (:handler (bidi.bidi/match-route all-routes
+                                                                      (:uri request)
+                                                                      :request-method (:request-method request)))
 
                               :client-selection (:client-selection request)
-                              :source    "request"
+                              :source "request"
                               :query (:uri request)
                               :request-method (:request-method request)
                               :user (dissoc (:identity request)
@@ -157,15 +157,15 @@
 (defn wrap-idle-session-timeout
   [handler]
   (fn [request]
-    (let [session  (:session request {:version session-version/current-session-version})
+    (let [session (:session request {:version session-version/current-session-version})
           end-time (coerce/to-date-time (::idle-timeout session))]
       (if (and end-time (time/before? end-time (time/now)))
         (if (get (:headers request) "hx-request")
           {:session nil
-           :status  200
+           :status 200
            :headers {"hx-redirect" "/login"}}
           {:session nil
-           :status  302
+           :status 302
            :headers {"Location" "/login"}})
         (when-let [response (handler request)]
           (let [session (:session response session)]
@@ -231,7 +231,7 @@
                            seq
                            (pull-many (dc/db conn)
                                       '[:db/id :client/name :client/code :client/locations
-                                        :client/matches  :client/feature-flags
+                                        :client/matches :client/feature-flags
                                         {:client/bank-accounts [:db/id
                                                                 {:bank-account/type [:db/ident]}
                                                                 :bank-account/number
@@ -298,7 +298,7 @@
           {:status 200
            :headers {"hx-trigger" (cheshire/generate-string
                                    {"notification" (str (hiccup/html [:div (.getMessage e)]))})
-                     "hx-reswap" "none"}}  ;; TODO make a warning box so you don't have to reuse the notifaction box, or make it reuse the same box but theme differently
+                     "hx-reswap" "none"}} ;; TODO make a warning box so you don't have to reuse the notifaction box, or make it reuse the same box but theme differently
           :else
           {:status 500
            :body (pr-str e)})))))
@@ -315,32 +315,48 @@
                       :valid-trimmed-client-ids trimmed-clients
                       :first-client-id (first valid-clients)
                       :clients-trimmed? (not= (count trimmed-clients) (count valid-clients)))))))
+
+(defn wrap-dev-login [handler]
+  (fn [request]
+    (if (and (= "/dev-login" (:uri request))
+             (some-> env :base-url (.contains "localhost")))
+      (let [identity {:user "Dev User"
+                      :user/name "Dev User"
+                      :user/role "admin"
+                      :db/id 0}]
+        {:status 200
+         :headers {"Content-Type" "text/html"}
+         :body "<p>Logged in as Dev User!</p><a href='/dashboard'>Continue to dashboard</a>"
+         :session {:identity identity
+                   :version session-version/current-session-version}})
+      (handler request))))
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defonce app
-  (->  route-handler
-       (wrap-hx-current-url-params)
-       (wrap-guess-route)
-       (wrap-logging)
-       (wrap-trim-clients)
-       (wrap-hydrate-clients)
-       (wrap-store-client-in-session)
-       (wrap-gunzip-jwt)
-       (wrap-authorization auth-backend)
-       (wrap-authentication auth-backend
-                            (session-backend {:authfn (fn [auth]
-                                                        (dissoc auth :exp))}))
+  (-> route-handler
+      (wrap-hx-current-url-params)
+      (wrap-guess-route)
+      (wrap-logging)
+      (wrap-trim-clients)
+      (wrap-hydrate-clients)
+      (wrap-store-client-in-session)
+      (wrap-gunzip-jwt)
+      (wrap-dev-login)
+      (wrap-authorization auth-backend)
+      (wrap-authentication auth-backend
+                           (session-backend {:authfn (fn [auth]
+                                                       (dissoc auth :exp))}))
 
-       #_(wrap-pprint-session)
+      #_(wrap-pprint-session)
 
-       (session-version/wrap-session-version)
-       (wrap-idle-session-timeout)
-       (wrap-session {:store (cookie-store
-                              {:key
-                               (byte-array
-                                [42, 52, -31, 101, -126, -33, -118, -69, -82, -59, -15, -69, -38, 103, -102, -1])})})
+      (session-version/wrap-session-version)
+      (wrap-idle-session-timeout)
+      (wrap-session {:store (cookie-store
+                             {:key
+                              (byte-array
+                               [42, 52, -31, 101, -126, -33, -118, -69, -82, -59, -15, -69, -38, 103, -102, -1])})})
 
-       #_(wrap-reload)
-       (wrap-params)
-       (mp/wrap-multipart-params)
-       (wrap-edn-params)
-       (wrap-error)))
+      #_(wrap-reload)
+      (wrap-params)
+      (mp/wrap-multipart-params)
+      (wrap-edn-params)
+      (wrap-error)))

src/clj/auto_ap/ssr/auth.clj

@@ -1,12 +1,11 @@
 (ns auto-ap.ssr.auth
   (:require
    [auto-ap.session-version :as session-version]
-   [auto-ap.ssr.components :as com]
    [auto-ap.ssr.hx :as hx]
    [auto-ap.ssr.svg :as svg]
-   [auto-ap.ssr.ui :refer [base-page]]
    [buddy.sign.jwt :as jwt]
    [config.core :refer [env]]
+   [hiccup2.core :as hiccup]
    [hiccup.util :as hu]))
 
 (defn logout [request]
@@ -37,69 +36,73 @@
                            "scope" "https://www.googleapis.com/auth/userinfo.email https://www.googleapis.com/auth/userinfo.profile"}
                     next (assoc "state" (hu/url-encode next))))))))
 
+(defn- login-page [contents]
+  {:status 200
+   :headers {"Content-Type" "text/html"}
+   :body (str "<!DOCTYPE html>"
+              (hiccup/html
+               [:html
+                [:head
+                 [:meta {:charset "utf-8"}]
+                 [:meta {:name "viewport" :content "width=device-width, initial-scale=1"}]
+                 [:title "Integreat · Sign In"]
+                 [:link {:rel "icon" :type "image/png" :href "/favicon.png"}]
+                 [:link {:rel "stylesheet" :href "/output.css"}]
+                 [:script {:defer true :src "https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"}]
+                 [:style
+                  "body{background:linear-gradient(160deg,#79b52e 0%,#009cea 100%);min-height:100vh}"]]
+                [:body contents]]))})
+
 (defn- page-contents [request]
-  [:div#app {"@notification.document" "notificationDetails=event.detail.value; showNotification=true"
+  [:div
+   {:x-data (hx/json {:showError false
+                      :errorDetails ""})
+    "@htmx:response-error.camel" "errorDetails = $event.detail.xhr.response; showError=true;"}
 
-             :x-data (hx/json {:showError false
-                               :errorDetails ""
-                               :showNotification false
-                               :notificationDetails ""})
-             "@htmx:response-error.camel" "errorDetails = $event.detail.xhr.response; showError=true;"}
-   [:div#app-contents.flex.overflow-hidden
-    [:div#main-content {:class "relative w-full h-full overflow-y-auto px-4 bg-gray-100 dark:bg-gray-900 min-h-content "}
-     [:div#notification-holder
-      [:div.fixed.top-0.right-0.left-0.z-30.mx-auto.max-w-screen-lg.w-screen-lg.my-0.pt-8.rounded-lg {:x-show "showNotification"}
-       [:div.relative
-        [:button.absolute.right-2.top-2.w-6.h-6.z-50.text-blue-400
-         {"@click" "showNotification=false"}
-         svg/filled-x]]
+   [:div.fixed.top-0.left-0.right-0.z-50.mx-auto.max-w-md.w-full.px-4.pt-6
+    {:x-show "showError"
+     "x-transition:enter" "transition duration-200 ease-out"
+     "x-transition:enter-start" "opacity-0 -translate-y-3"
+     "x-transition:enter-end" "opacity-100 translate-y-0"}
+    [:div.relative.bg-white.rounded-xl.shadow-xl.border.border-red-200.p-4
+     [:button.absolute.right-3.top-3.p-1.text-red-400.hover:text-red-600
+      {"@click" "showError=false"}
+      svg/filled-x]
+     [:div.flex.items-start.gap-3
+      [:div.flex-shrink-0.w-5.h-5.text-red-500 svg/alert]
+      [:div.flex-1.min-w-0
+       [:p.text-sm.font-medium.text-gray-900 "Something went wrong"]
+       [:p.text-xs.text-gray-500.mt-0.5
+        "Our team has been notified. Please try again."
+        [:span {:x-data (hx/json {"e" false})}
+         " "
+         [:a.text-xs.underline.cursor-pointer.text-gray-500.hover:text-gray-700
+          {"@click" "e=true"}
+          "Details"]
+         [:pre.text-xs.mt-1.font-mono.text-red-600.bg-red-50.p-2.rounded {:x-show "e" :x-text "errorDetails"}]]]]]]]
 
-       [:div.m-4.overflow-auto.z-30.flex.center-items.justify-center.text-blue-800.bg-blue-50.dark:bg-gray-800.dark:text-blue-400.border-blue-300.rounded-lg.border.max-h-96
-        {:x-show "showNotification"
-         "x-transition:enter" "transition duration-300 transform ease-in-out"
-         "x-transition:enter-start" "opacity-0 translate-y-full"
-         "x-transition:enter-end" "opacity-100 translate-y-0"
-         "x-transition:leave" "transition duration-300 transform ease-in-out"
-         "x-transition:leave-start" "opacity-100 translate-y-0"
-         "x-transition:leave-end" "opacity-0 translate-y-full"}
+   [:div.flex.items-center.justify-center.min-h-screen.px-4
+    [:div.w-full.max-w-lg
+     [:div.flex.flex-col.items-center.mb-10
+      [:img {:src "/img/logo-big.png" :alt "Integreat" :class "h-16 brightness-0 invert"}]]
 
-        [:div {:class "p-4 text-lg w-full" :role "alert"}
-         [:div.text-sm
-          [:pre#notification-details.text-xs {:x-html "notificationDetails"}]]]]]]
-     [:div {:x-show "showError"
-            :x-init ""}
-      [:div.fixed.top-0.right-0.left-0.z-30.mx-auto.max-w-screen-lg.w-screen-lg.my-0.pt-8.rounded-lg
-       [:div.relative
-        [:button.absolute.right-2.top-2.w-6.h-6.z-50.text-red-600
-         {"@click" "showError=false"}
-         svg/filled-x]]
+     [:div.bg-white.rounded-2xl.shadow-2xl.p-10
+      {:style "animation: slideUp 0.4s ease-out forwards; opacity: 0;"}
+      [:div.flex.flex-col.items-center.gap-8
+       [:div.text-center
+        [:h1.text-2xl.font-bold.text-gray-900 "Sign in to Integreat"]
+        [:p.mt-2.text-base.text-gray-500 "Use your Google account to continue"]]
 
-       [:div.m-4.overflow-auto.z-30.flex.center-items.justify-center.text-red-800.bg-red-50.dark:bg-gray-800.dark:text-red-400.border-red-300.rounded-lg.border.max-h-96
-        {:x-show "showError"
-         "x-transition:enter" "transition duration-300"
-         "x-transition:enter-start" "opacity-0"
-         "x-transition:enter-end" "opacity-100"}
+       [:a {:href (login-url (get (:query-params request) "redirect-to"))
+            :class "w-full max-w-xs flex items-center justify-center gap-3 px-6 py-3.5 text-base font-semibold rounded-xl border-2 border-gray-200 text-gray-700 bg-white hover:bg-gray-50 hover:border-gray-300 shadow-md hover:shadow-lg focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-gray-400 transition-all duration-150"}
+        svg/google
+        "Sign in with Google"]]
 
-        [:div {:class "p-4 mb-4 text-lg w-full" :role "alert"}
-         [:div.inline-block.w-8.h-8.mr-2 svg/alert]
-         [:span.font-medium "Oh, drat! An unexpected error has occurred."]
-         [:div.text-sm {:x-data (hx/json {"expandError" false})}
-          [:p "Integreat staff have been notified and are looking into it. "]
-          [:p "To see error details, " [:a.underline.cursor-pointer {"@click" "expandError=true"} "click here"] "."]
-          [:pre#error-details.text-xs {:x-show "expandError" :x-text "errorDetails"}]]]]]]
-     [:div.p-4.flex.flex-row.justify-center.items-center.h-screen
-      (com/card {:class "animate-slideUp w-full max-w-md"}
-                [:div.p-8
-                 [:div.flex.justify-center.mb-6
-                  [:img {:src "/img/logo-big.png" :class "max-w-[200px]"}]]
-                 [:div
-                  [:a {:href (login-url (get (:query-params request) "redirect-to"))
-                       :class "inline-flex items-center justify-center w-full px-8 py-3 text-base font-medium text-white bg-blue-600 hover:bg-blue-700 rounded-lg transition-colors duration-200 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:ring-offset-2"}
-                   "Login with Google"]]])]]]])
+      [:p.mt-2.text-center.text-xs.text-gray-400
+       "By signing in, you agree to our "
+       [:a.underline.hover:text-gray-600 {:href "/terms"} "Terms of Service"]
+       " and "
+       [:a.underline.hover:text-gray-600 {:href "/privacy"} "Privacy Policy"]]]]]])
 
 (defn login [request]
-  (base-page
-   request
-   (page-contents request)
-
-   "Dashboard"))
+  (login-page (page-contents request)))

src/clj/auto_ap/ssr/components/wizard_trial/core.clj

@@ -0,0 +1,54 @@
+(ns auto-ap.ssr.components.wizard-trial.core
+  (:require
+   [auto-ap.ssr.components.wizard-trial.state :as ws]
+   [auto-ap.ssr.utils :refer [html-response main-transformer modal-response]]
+   [malli.core :as mc]
+   [malli.error :as me]))
+
+(defn render-step
+  "Renders a single step form.
+   step-config is a map with:
+   - :key - step keyword
+   - :render - function taking {:keys [step-data errors request]} returning hiccup
+   - :submit-route - string URL for form POST"
+  [{:keys [wizard-id step-config request errors]}]
+  (let [{:keys [key render submit-route]} step-config
+        wizard (ws/get-wizard wizard-id)
+        step-data (get-in wizard [:data key] {})]
+    [:form {:hx-post submit-route
+            :hx-target "this"}
+     [:input {:type "hidden" :name "wizard-id" :value wizard-id}]
+     [:input {:type "hidden" :name "step-key" :value (name key)}]
+     (render {:step-data step-data :errors errors :request request})]))
+
+(defn handle-submit
+  "Handles step submission.
+   Validates step data against schema.
+   If valid: saves to session and calls done-fn.
+   If invalid: re-renders step with errors."
+  [step-config request]
+  (let [{:keys [form-params]} request
+        wizard-id (get form-params "wizard-id")
+        step-key (keyword (get form-params "step-key"))
+        fields (:fields step-config)
+        step-data (reduce (fn [acc field]
+                            (if-let [v (get form-params (name field))]
+                              (assoc acc field v)
+                              acc))
+                          {}
+                          fields)
+        schema (:schema step-config)
+        decoded (mc/decode schema step-data main-transformer)
+        valid? (mc/validate schema decoded)]
+    (if valid?
+      (do
+        (ws/update-step! wizard-id step-key decoded)
+        (let [all-data (ws/get-all-data wizard-id)]
+          (ws/destroy! wizard-id)
+          ((:done-fn step-config) all-data request)))
+      (let [errors (me/humanize (mc/explain schema decoded))]
+        (modal-response
+         (render-step {:wizard-id wizard-id
+                       :step-config step-config
+                       :request request
+                       :errors errors}))))))

src/clj/auto_ap/ssr/components/wizard_trial/state.clj

@@ -0,0 +1,35 @@
+(ns auto-ap.ssr.components.wizard-trial.state)
+
+(defonce ^:private store (atom {}))
+
+(defn create!
+  "Creates new wizard session with initial data. Returns wizard-id string."
+  [initial-data]
+  (let [id (str (java.util.UUID/randomUUID))]
+    (swap! store assoc id {:data initial-data
+                           :created-at (java.util.Date.)})
+    id))
+
+(defn get-wizard
+  "Retrieves wizard data by id. Returns nil if not found."
+  [id]
+  (get @store id))
+
+(defn update-step!
+  "Merges step data into wizard session under step-key."
+  [id step-key step-data]
+  (swap! store update-in [id :data step-key] merge step-data))
+
+(defn get-all-data
+  "Returns merged data from all steps for final submission."
+  [id]
+  (when-let [wizard (get-wizard id)]
+    (let [data (:data wizard)]
+      (apply merge
+             (into {} (remove (comp map? val) data))
+             (filter map? (vals data))))))
+
+(defn destroy!
+  "Removes wizard session."
+  [id]
+  (swap! store dissoc id))

src/clj/auto_ap/ssr/svg.clj

@@ -83,11 +83,11 @@
    [:line {:stroke "currentColor", :fill "none", :stroke-linejoin "round", :y1 "16.22", :stroke-linecap "round", :stroke-width "1.5px", :x1 "16.221", :y2 "23.25", :x2 "23.25"}]])
 
 (def moon
-  [:svg {:id "theme-toggle-dark-icon",  :fill "currentColor", :viewbox "0 0 20 20", :xmlns "http://www.w3.org/2000/svg"}
+  [:svg {:id "theme-toggle-dark-icon", :fill "currentColor", :viewbox "0 0 20 20", :xmlns "http://www.w3.org/2000/svg"}
    [:path {:d "M17.293 13.293A8 8 0 016.707 2.707a8.001 8.001 0 1010.586 10.586z"}]])
 
 (def sun
-  [:svg {:id "theme-toggle-light-icon",  :fill "currentColor", :viewbox "0 0 20 20", :xmlns "http://www.w3.org/2000/svg"}
+  [:svg {:id "theme-toggle-light-icon", :fill "currentColor", :viewbox "0 0 20 20", :xmlns "http://www.w3.org/2000/svg"}
    [:path {:d "M10 2a1 1 0 011 1v1a1 1 0 11-2 0V3a1 1 0 011-1zm4 8a4 4 0 11-8 0 4 4 0 018 0zm-.464 4.95l.707.707a1 1 0 001.414-1.414l-.707-.707a1 1 0 00-1.414 1.414zm2.12-10.607a1 1 0 010 1.414l-.706.707a1 1 0 11-1.414-1.414l.707-.707a1 1 0 011.414 0zM17 11a1 1 0 100-2h-1a1 1 0 100 2h1zm-7 4a1 1 0 011 1v1a1 1 0 11-2 0v-1a1 1 0 011-1zM5.05 6.464A1 1 0 106.465 5.05l-.708-.707a1 1 0 00-1.414 1.414l.707.707zm1.414 8.486l-.707.707a1 1 0 01-1.414-1.414l.707-.707a1 1 0 011.414 1.414zM4 11a1 1 0 100-2H3a1 1 0 000 2h1z", :fill-rule "evenodd", :clip-rule "evenodd"}]])
 
 (def home
@@ -157,23 +157,23 @@
    [:defs]
    [:title "navigation-next"]
    [:path
-    {:d               "M23,9.5H12.387a4,4,0,0,0-4,4v2",
-     :fill            "none",
-     :stroke          "currentColor",
-     :stroke-linecap  "round",
+    {:d "M23,9.5H12.387a4,4,0,0,0-4,4v2",
+     :fill "none",
+     :stroke "currentColor",
+     :stroke-linecap "round",
      :stroke-linejoin "round"}]
    [:polyline
-    {:points          "19 13.498 23 9.498 19 5.498",
-     :fill            "none",
-     :stroke          "currentColor",
-     :stroke-linecap  "round",
+    {:points "19 13.498 23 9.498 19 5.498",
+     :fill "none",
+     :stroke "currentColor",
+     :stroke-linecap "round",
      :stroke-linejoin "round"}]
    [:path
     {:d
      "M14.387,13v5.5a1,1,0,0,1-1,1h-12a1,1,0,0,1-1-1V6.5a1,1,0,0,1,1-1h12a1,1,0,0,1,1,1V7",
-     :fill            "none",
-     :stroke          "currentColor",
-     :stroke-linecap  "round",
+     :fill "none",
+     :stroke "currentColor",
+     :stroke-linecap "round",
      :stroke-linejoin "round"}]])
 (def play
   [:svg {:xmlns "http://www.w3.org/2000/svg", :viewbox "-0.5 -0.5 24 24"}
@@ -187,26 +187,26 @@
    [:defs]
    [:title "pencil"]
    [:rect
-    {:y               "1.09",
-     :stroke          "currentColor",
-     :transform       "translate(11.889 -5.238) rotate(45)",
-     :fill            "none",
+    {:y "1.09",
+     :stroke "currentColor",
+     :transform "translate(11.889 -5.238) rotate(45)",
+     :fill "none",
      :stroke-linejoin "round",
-     :width           "6",
-     :stroke-linecap  "round",
-     :x               "9.268",
-     :height          "21.284"}]
+     :width "6",
+     :stroke-linecap "round",
+     :x "9.268",
+     :height "21.284"}]
    [:polygon
-    {:points          "2.621 17.136 0.5 23.5 6.864 21.379 2.621 17.136",
-     :fill            "none",
-     :stroke          "currentColor",
-     :stroke-linecap  "round",
+    {:points "2.621 17.136 0.5 23.5 6.864 21.379 2.621 17.136",
+     :fill "none",
+     :stroke "currentColor",
+     :stroke-linecap "round",
      :stroke-linejoin "round"}]
    [:path
-    {:d               "M21.914,6.328,17.672,2.086l.707-.707a3,3,0,0,1,4.242,4.242Z",
-     :fill            "none",
-     :stroke          "currentColor",
-     :stroke-linecap  "round",
+    {:d "M21.914,6.328,17.672,2.086l.707-.707a3,3,0,0,1,4.242,4.242Z",
+     :fill "none",
+     :stroke "currentColor",
+     :stroke-linecap "round",
      :stroke-linejoin "round"}]])
 
 (def dollar-tag
@@ -231,15 +231,15 @@
    [:path
     {:d
      "M5.5,11.5c-.275,0-.341.159-.146.354l6.292,6.293a.5.5,0,0,0,.709,0l6.311-6.275c.2-.193.13-.353-.145-.355L15.5,11.5V1.5a1,1,0,0,0-1-1h-5a1,1,0,0,0-1,1V11a.5.5,0,0,1-.5.5Z",
-     :fill            "none",
-     :stroke          "currentColor",
-     :stroke-linecap  "round",
+     :fill "none",
+     :stroke "currentColor",
+     :stroke-linecap "round",
      :stroke-linejoin "round"}]
    [:path
-    {:d               "M23.5,18.5v4a1,1,0,0,1-1,1H1.5a1,1,0,0,1-1-1v-4",
-     :fill            "none",
-     :stroke          "currentColor",
-     :stroke-linecap  "round",
+    {:d "M23.5,18.5v4a1,1,0,0,1-1,1H1.5a1,1,0,0,1-1-1v-4",
+     :fill "none",
+     :stroke "currentColor",
+     :stroke-linecap "round",
      :stroke-linejoin "round"}]])
 
 (def trash
@@ -522,3 +522,10 @@
    [:path {:d "m12 16 0 3", :fill "none", :stroke "currentColor", :stroke-linecap "round", :stroke-linejoin "round", :stroke-width "1"}]
    [:path {:d "M4.5 9.5h15s1 0 1 1v12s0 1 -1 1h-15s-1 0 -1 -1v-12s0 -1 1 -1", :fill "none", :stroke "currentColor", :stroke-linecap "round", :stroke-linejoin "round", :stroke-width "1"}]
    [:path {:d "M6.5 6a5.5 5.5 0 0 1 11 0v3.5h-11Z", :fill "none", :stroke "currentColor", :stroke-linecap "round", :stroke-linejoin "round", :stroke-width "1"}]])
+
+(def google
+  [:svg {:viewbox "0 0 24 24", :width "20", :height "20", :xmlns "http://www.w3.org/2000/svg"}
+   [:path {:fill "#4285F4" :d "M22.56 12.25c0-.78-.07-1.53-.2-2.25H12v4.26h5.92c-.26 1.37-1.04 2.53-2.21 3.31v2.77h3.57c2.08-1.92 3.28-4.74 3.28-8.09z"}]
+   [:path {:fill "#34A853" :d "M12 23c2.97 0 5.46-.98 7.28-2.66l-3.57-2.77c-.98.66-2.23 1.06-3.71 1.06-2.86 0-5.29-1.93-6.16-4.53H2.18v2.84C3.99 20.53 7.7 23 12 23z"}]
+   [:path {:fill "#FBBC05" :d "M5.84 14.09c-.22-.66-.35-1.36-.35-2.09s.13-1.43.35-2.09V7.07H2.18C1.43 8.55 1 10.22 1 12s.43 3.45 1.18 4.93l2.85-2.22.81-.62z"}]
+   [:path {:fill "#EA4335" :d "M12 5.38c1.62 0 3.06.56 4.21 1.64l3.15-3.15C17.45 2.09 14.97 1 12 1 7.7 1 3.99 3.47 2.18 7.07l3.66 2.84c.87-2.6 3.3-4.53 6.16-4.53z"}]])

src/clj/auto_ap/ssr/transaction.clj

@@ -15,6 +15,7 @@
    [auto-ap.ssr.grid-page-helper :as helper :refer [wrap-apply-sort]]
    [auto-ap.ssr.ledger :refer [wrap-ensure-bank-account-belongs]]
    [auto-ap.ssr.transaction.bulk-code :as bulk-code :refer [all-ids-not-locked]]
+   [auto-ap.ssr.transaction.bulk-code-trial :as bulk-code-trial]
    [auto-ap.ssr.transaction.common :refer [bank-account-filter* fetch-ids
                                            grid-page query-schema
                                            wrap-status-from-source]]
@@ -53,7 +54,7 @@
               all-selected
               (:ids (fetch-ids (dc/db conn) (-> request
                                                 (assoc-in [:form-params :start] 0)
-                                                (assoc-in [:form-params :per-page]  250))))
+                                                (assoc-in [:form-params :per-page] 250))))
               :else
               selected)
         all-ids (all-ids-not-locked ids)
@@ -101,16 +102,18 @@
 (def key->handler
   (merge edit/key->handler
          bulk-code/key->handler
+         {::route/bulk-code-trial bulk-code-trial/open-trial
+          ::route/bulk-code-trial-submit bulk-code-trial/submit-trial}
          (apply-middleware-to-all-handlers
-          {::route/page              page
+          {::route/page page
            ::route/approved-page (-> page (wrap-implied-route-param :status :transaction-approval-status/approved))
            ::route/unapproved-page (-> page (wrap-implied-route-param :status :transaction-approval-status/unapproved))
            ::route/requires-feedback-page (-> page (wrap-implied-route-param :status :transaction-approval-status/requires-feedback))
-           ::route/table             table
-           ::route/csv               csv
+           ::route/table table
+           ::route/csv csv
            ::route/bank-account-filter bank-account-filter
-           ::route/bulk-delete       (-> bulk-delete
-                                         (wrap-schema-enforce :form-schema query-schema))}
+           ::route/bulk-delete (-> bulk-delete
+                                   (wrap-schema-enforce :form-schema query-schema))}
           (fn [h]
             (-> h
                 (wrap-copy-qp-pqp)

src/clj/auto_ap/ssr/transaction/bulk_code_trial.clj

@@ -0,0 +1,172 @@
+(ns auto-ap.ssr.transaction.bulk-code-trial
+  (:require
+   [auto-ap.datomic :refer [conn pull-attr pull-many]]
+   [auto-ap.ssr.components :as com]
+   [auto-ap.ssr.components.wizard-trial.core :as wt]
+   [auto-ap.ssr.components.wizard-trial.state :as ws]
+   [auto-ap.ssr.transaction.edit :as edit :refer [account-typeahead* location-select*]]
+   [auto-ap.ssr.utils :refer [html-response modal-response percentage]]
+   [auto-ap.ssr.svg :as svg]
+   [bidi.bidi :as bidi]
+   [clojure.string :as str]
+   [datomic.api :as dc]
+   [malli.core :as mc]))
+
+(def bulk-code-schema
+  (mc/schema
+   [:map
+    [:vendor {:optional true} [:maybe int?]]
+    [:approval-status {:optional true} [:maybe keyword?]]
+    [:accounts {:optional true}
+     [:vector {:coerce? true}
+      [:map
+       [:account int?]
+       [:location :string]
+       [:percentage percentage]]]]]))
+
+(defn- account-row
+  "Renders a single account row with typeahead, location select, percentage, and delete button."
+  [index {:keys [account location percentage]} errors request]
+  (let [account-name (str "accounts[" index "][account]")
+        location-name (str "accounts[" index "][location]")
+        percentage-name (str "accounts[" index "][percentage]")
+        row-errors (get errors index)
+        client-id (-> request :clients first :db/id)
+        account-location (try
+                           (when (nat-int? account)
+                             (:account/location (dc/pull (dc/db conn) '[:account/location] account)))
+                           (catch Exception e nil))
+        client-locations (try
+                           (pull-attr (dc/db conn) :client/locations client-id)
+                           (catch Exception e nil))]
+    [:tr
+     [:td (com/validated-field
+           {:errors (get row-errors :account)}
+           (account-typeahead* {:value account
+                                :client-id client-id
+                                :name account-name}))]
+     [:td (com/validated-field
+           {:errors (get row-errors :location)}
+           (location-select* {:name location-name
+                              :account-location account-location
+                              :client-locations client-locations
+                              :value location}))]
+     [:td (com/validated-field
+           {:errors (get row-errors :percentage)}
+           (com/money-input {:name percentage-name
+                             :value (some-> percentage (* 100) long)
+                             :class "w-16"}))]
+     [:td (com/a-icon-button {"@click.prevent.stop" "this.closest('tr').remove()"}
+                             svg/x)]]))
+
+(defn render-bulk-code-form
+  "Renders the bulk code form inside a modal card structure.
+   Takes {:keys [step-data errors request]}"
+  [{:keys [step-data errors request]}]
+  (let [vendor (get step-data :vendor)
+        approval-status (get step-data :approval-status)
+        accounts (get step-data :accounts
+                      [{:account nil :location "Shared" :percentage 0.5}
+                       {:account nil :location "Shared" :percentage 0.5}
+                       {:account nil :location "" :percentage nil}])
+        selected-ids [] ; Would come from request in real implementation
+        all-ids []]
+    (com/modal-card-advanced
+     {:class "md:w-[750px] md:h-[600px] w-full h-full"}
+     (com/modal-header {}
+                       [:div.p-2 "Bulk editing " (count all-ids) " transactions"])
+     (com/modal-body {}
+                     [:div.space-y-4.p-4
+                      [:div.grid.grid-cols-2.gap-4
+                       ;; Vendor field
+                       [:div
+                        (com/validated-field
+                         {:label "Vendor"
+                          :errors (get errors :vendor)}
+                         (com/typeahead {:name "vendor"
+                                         :placeholder "Search for vendor..."
+                                         :url (bidi/path-for auto-ap.ssr-routes/only-routes :vendor-search)
+                                         :value vendor
+                                         :content-fn (fn [c]
+                                                       (try
+                                                         (pull-attr (dc/db conn) :vendor/name c)
+                                                         (catch Exception e
+                                                           "Vendor")))}))]
+
+                       ;; Approval status field
+                       [:div
+                        (com/validated-field
+                         {:label "Status"
+                          :errors (get errors :approval-status)}
+                         (com/select {:name "approval-status"
+                                      :value (some-> approval-status name)
+                                      :allow-blank? true
+                                      :options [["" "No Change"]
+                                                ["approved" "Approved"]
+                                                ["unapproved" "Unapproved"]
+                                                ["suppressed" "Suppressed"]
+                                                ["requires_feedback" "Requires Feedback"]]}))]]
+
+                      ;; Accounts section
+                      [:div.col-span-2.pt-4
+                       [:h3.text-lg.font-medium.mb-3 "Expense Accounts"]
+                       (com/validated-field
+                        {:errors (get errors :accounts)}
+                        [:table.w-full.text-sm.text-left
+                         [:thead
+                          [:tr
+                           [:th "Account"]
+                           [:th {:class "w-32"} "Location"]
+                           [:th {:class "w-16"} "%"]
+                           [:th {:class "w-16"}]]]
+                         [:tbody
+                          (map-indexed
+                           (fn [idx account]
+                             (account-row idx account (get errors :accounts) request))
+                           accounts)]])]
+
+                      ;; Add new account button
+                      [:div
+                       (com/button {:color :secondary
+                                    :type "button"
+                                    :class "mt-2"
+                                    "@click" (str "
+                                      const tbody = this.closest('form').querySelector('tbody');
+                                      const newRow = document.createElement('tr');
+                                      newRow.innerHTML = `
+                                        <td><input type='text' name='accounts[" (count accounts) "][account]' placeholder='Account ID' class='w-full'></td>
+                                        <td><input type='text' name='accounts[" (count accounts) "][location]' value='Shared' class='w-full'></td>
+                                        <td><input type='number' name='accounts[" (count accounts) "][percentage]' class='w-16'></td>
+                                        <td><button type='button' onclick='this.closest(\"tr\").remove()'>×</button></td>
+                                      `;
+                                      tbody.appendChild(newRow);
+                                    ")}
+                                   "New account")]])
+
+     (com/modal-footer {}
+                       [:div.flex.justify-end
+                        [:div.flex.items-baseline.gap-x-4
+                         (com/form-errors {:errors (seq errors)})
+                         (com/button {:color :primary :type "submit" :class "w-32"} "Save")]]))))
+
+(def trial-step-config
+  {:key :bulk-code
+   :schema bulk-code-schema
+   :fields [:vendor :approval-status :accounts]
+   :render render-bulk-code-form
+   :submit-route "/transaction/bulk-code-trial"
+   :done-fn (fn [data request]
+              (modal-response
+               (com/success-modal {:title "Transactions Coded (Trial)"}
+                                  [:p "This was a trial run. No transactions were actually modified."])
+               :headers {"hx-trigger" "refreshTable"}))})
+
+(defn open-trial [request]
+  (let [wizard-id (ws/create! {})]
+    (modal-response
+     (wt/render-step {:wizard-id wizard-id
+                      :step-config trial-step-config
+                      :request request}))))
+
+(defn submit-trial [request]
+  (wt/handle-submit trial-step-config request))

src/clj/auto_ap/ssr/transaction/common.clj

@@ -440,6 +440,12 @@
                                                  "x-bind:hx-vals" "JSON.stringify({selected: $data.selected, 'all-selected': $data.all_selected})"
                                                  "hx-include" "#transaction-filters"}
                                                 "Code")
+                                     (com/button {:color :secondary
+                                                  :hx-get (bidi/path-for ssr-routes/only-routes ::route/bulk-code-trial)
+                                                  :hx-target "#modal-holder"
+                                                  "x-bind:hx-vals" "JSON.stringify({selected: $data.selected, 'all-selected': $data.all_selected})"
+                                                  "hx-include" "#transaction-filters"}
+                                                 "Code (Trial)")
                                     (com/button {:color :primary
                                                  :hx-post (bidi/path-for ssr-routes/only-routes ::route/bulk-delete)
                                                  :hx-target "#modal-holder"

src/clj/dev_mcp.clj

@@ -22,7 +22,7 @@
     (println (format "HTTP port:  %d (.http-port)" http-port))
     (nrepl/start-server :port nrepl-port)
     (require 'user)
-    (user/start-dev http-port)
+    ((resolve 'user/start-dev) http-port)
     (println "Ready.")
     @(promise)))
 

src/clj/user.clj

@@ -84,24 +84,24 @@
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn load-accounts [conn]
   (let [[header & rows] (-> "master-account-list.csv" (io/resource) io/input-stream (BOMInputStream.) (io/reader) csv/read-csv)
-        code->existing-account (by :account/numeric-code (map first (dc/q {:find  ['(pull ?e [:account/numeric-code
-                                                                                              :db/id])]
-                                                                           :in    ['$]
+        code->existing-account (by :account/numeric-code (map first (dc/q {:find ['(pull ?e [:account/numeric-code
+                                                                                             :db/id])]
+                                                                           :in ['$]
                                                                            :where ['[?e :account/name]]}
                                                                           (dc/db conn))))
 
         also-merge-txes (fn [also-merge old-account-id]
                           (if old-account-id
                             (let [[sunset-account]
-                                  (first (dc/q {:find  ['?a]
-                                                :in    ['$ '?ac]
+                                  (first (dc/q {:find ['?a]
+                                                :in ['$ '?ac]
                                                 :where ['[?a :account/numeric-code ?ac]]}
                                                (dc/db conn) also-merge))]
                               (into (mapv
                                      (fn [[entity id _]]
                                        [:db/add entity id old-account-id])
-                                     (dc/q {:find  ['?e '?id '?a]
-                                            :in    ['$ '?ac]
+                                     (dc/q {:find ['?e '?id '?a]
+                                            :in ['$ '?ac]
                                             :where ['[?a :account/numeric-code ?ac]
                                                     '[?e ?at ?a]
                                                     '[?at :db/ident ?id]]}
@@ -112,7 +112,7 @@
 
         txes (transduce
               (comp
-               (map (fn ->map  [r]
+               (map (fn ->map [r]
                       (into {} (map vector header r))))
                (map (fn parse-map [r]
                       {:old-account-id (:db/id (code->existing-account
@@ -160,8 +160,8 @@
 
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn find-bad-accounts []
-  (set (map second (dc/q {:find  ['(pull ?x [*]) '?z]
-                          :in    ['$]
+  (set (map second (dc/q {:find ['(pull ?x [*]) '?z]
+                          :in ['$]
                           :where ['[?e :account/numeric-code ?z]
                                   '[(<= ?z 9999)]
                                   '[?x ?a ?e]]}
@@ -177,8 +177,8 @@
                          [:db/retractEntity old-account-id])))
                  conj
                  []
-                 (dc/q {:find  ['?e]
-                        :in    ['$]
+                 (dc/q {:find ['?e]
+                        :in ['$]
                         :where ['[?e :account/numeric-code ?z]
                                 '[(<= ?z 9999)]]}
                        (dc/db conn)))))
@@ -192,27 +192,27 @@
     (fn [acc [e z]]
       (update acc z conj e))
     {}
-    (dc/q {:find  ['?e '?z]
-           :in    ['$]
+    (dc/q {:find ['?e '?z]
+           :in ['$]
            :where ['[?e :account/numeric-code ?z]]}
           (dc/db conn)))))
 
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn customize-accounts [customer filename]
   (let [[_ & rows] (-> filename (io/resource) io/input-stream (BOMInputStream.) (io/reader) csv/read-csv)
-        [client-id] (first (dc/q (-> {:find  ['?e]
-                                      :in    ['$ '?z]
+        [client-id] (first (dc/q (-> {:find ['?e]
+                                      :in ['$ '?z]
                                       :where [['?e :client/code '?z]]}
                                      (dc/db conn) customer)))
-        code->existing-account (by :account/numeric-code (map first (dc/q {:find  ['(pull ?e [:account/numeric-code
-                                                                                              {:account/applicability [:db/ident]}
-                                                                                              :db/id])]
-                                                                           :in    ['$]
+        code->existing-account (by :account/numeric-code (map first (dc/q {:find ['(pull ?e [:account/numeric-code
+                                                                                             {:account/applicability [:db/ident]}
+                                                                                             :db/id])]
+                                                                           :in ['$]
                                                                            :where ['[?e :account/name]]}
                                                                           (dc/db conn))))
 
-        existing-account-overrides (dc/q {:find  ['?e]
-                                          :in    ['$ '?client-id]
+        existing-account-overrides (dc/q {:find ['?e]
+                                          :in ['$ '?client-id]
                                           :where [['?e :account-client-override/client '?client-id]]}
                                          (dc/db conn) client-id)
 
@@ -276,8 +276,8 @@
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn fix-transactions-without-locations [client-code location]
   (->>
-   (dc/q {:find  ['(pull ?e [*])]
-          :in    ['$ '?client-code]
+   (dc/q {:find ['(pull ?e [*])]
+          :in ['$ '?client-code]
           :where ['[?e :transaction/accounts ?ta]
                   '[?e :transaction/matched-rule]
                   '[?e :transaction/approval-status :transaction-approval-status/approved]
@@ -297,8 +297,8 @@
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn entity-history [i]
   (vec (sort-by first (dc/q
-                       {:find  ['?tx '?z '?v]
-                        :in    ['?i '$]
+                       {:find ['?tx '?z '?v]
+                        :in ['?i '$]
                         :where ['[?i ?a ?v ?tx ?ad]
                                 '[?a :db/ident ?z]
                                 '[(= ?ad true)]]}
@@ -307,8 +307,8 @@
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn entity-history-with-revert [i]
   (vec (sort-by first (dc/q
-                       {:find  ['?tx '?z '?v '?ad]
-                        :in    ['?i '$]
+                       {:find ['?tx '?z '?v '?ad]
+                        :in ['?i '$]
                         :where ['[?i ?a ?v ?tx ?ad]
                                 '[?a :db/ident ?z]]}
                        i (dc/history (dc/db conn))))))
@@ -354,8 +354,9 @@
 
 (defn start-dev [& [http-port]]
   (set-refresh-dirs "src")
-  #_(clojure.tools.namespace.repl/disable-reload!  (find-ns  'auto-ap.server))
-  #_(clojure.tools.namespace.repl/disable-reload!  (find-ns  'auto-ap.time))
+  (clojure.tools.namespace.repl/disable-reload! (find-ns 'dev-mcp))
+  #_(clojure.tools.namespace.repl/disable-reload! (find-ns 'auto-ap.server))
+  #_(clojure.tools.namespace.repl/disable-reload! (find-ns 'auto-ap.time))
   (start-db)
   (start-http http-port)
   (auto-reset))
@@ -378,18 +379,18 @@
 
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn find-queries [words]
-  (let [obj         (s3/list-objects-v2 :bucket-name (:data-bucket env)
-                                        :prefix (str "queries/"))
-        concurrent  30
+  (let [obj (s3/list-objects-v2 :bucket-name (:data-bucket env)
+                                :prefix (str "queries/"))
+        concurrent 30
         output-chan (async/chan)]
     (async/pipeline-blocking concurrent
                              output-chan
                              (comp
                               (map #(do
                                       [(:key %)
-                                       (str (slurp  (:object-content (s3/get-object
-                                                                      :bucket-name (:data-bucket env)
-                                                                      :key (:key %)))))]))
+                                       (str (slurp (:object-content (s3/get-object
+                                                                     :bucket-name (:data-bucket env)
+                                                                     :key (:key %)))))]))
 
                               (filter #(->> words
                                             (every? (fn [w] (str/includes? (second %) w)))))
@@ -403,9 +404,9 @@
 
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn upsert-invoice-amounts [tsv]
-  (let [data           (with-open [reader (io/reader (char-array tsv))]
-                         (doall (csv/read-csv reader :separator \tab)))
-        db             (dc/db conn)
+  (let [data (with-open [reader (io/reader (char-array tsv))]
+               (doall (csv/read-csv reader :separator \tab)))
+        db (dc/db conn)
         i->invoice-id (fn [i]
                         (try (Long/parseLong i)
                              (catch Exception e
@@ -458,7 +459,7 @@
            :when current-total]
 
        [(when (not (auto-ap.utils/dollars= current-total target-total))
-          {:db/id         invoice-id
+          {:db/id invoice-id
            :invoice/total target-total})
 
         (when new-account?
@@ -523,7 +524,7 @@
    (let [client-location (ffirst (d/q '[:find ?l :in $ ?c :where [?c :client/locations ?l]] (dc/db conn) [:client/code client-code]))]
      (clojure.data.csv/write-csv
       *out*
-      (for [n    (range n)
+      (for [n (range n)
             :let [v (rand-nth (map first (d/q '[:find ?vn :where [_ :vendor/name ?vn]] (dc/db conn))))
                   [{a-1 :account/numeric-code a-1-location :account/location}
                    {a-2 :account/numeric-code a-2-location :account/location}] (->> (d/q '[:find (pull ?a [:account/numeric-code :account/location]) :where [?a :account/numeric-code]]
@@ -536,8 +537,8 @@
                         (t/minus (t/days (rand-int 60)))
                         (atime/unparse atime/normal-date))
                   id (rand-int 100000)]
-            a    [[(str id) client-code "synthetic" v d a-1 (or a-1-location client-location) 0 amount]
-                  [(str id) client-code "synthetic" v d a-2 (or a-2-location client-location) amount 0]]]
+            a [[(str id) client-code "synthetic" v d a-1 (or a-1-location client-location) 0 amount]
+               [(str id) client-code "synthetic" v d a-2 (or a-2-location client-location) amount 0]]]
         a)
       :separator \tab))))
 
@@ -549,7 +550,7 @@
    (let [bank-accounts (map first (d/q '[:find ?bac :in $ ?c :where [?c :client/bank-accounts ?b] [?b :bank-account/code ?bac]] (dc/db conn) [:client/code client-code]))]
      (clojure.data.csv/write-csv
       *out*
-      (for [n    (range n)
+      (for [n (range n)
             :let [amount (rand-int 2000)
                   d (-> (t/now)
                         (t/minus (t/days (rand-int 60)))
@@ -565,7 +566,7 @@
                                         :in $
                                         :where [?i :invoice/invoice-number]
                                         (not [?i :invoice/status :invoice-status/voided])]
-                               :args  [(dc/db conn)]})
+                               :args [(dc/db conn)]})
                      (map first)
                      (partition-all 500))]
     (print ".")
@@ -578,7 +579,7 @@
                                         :in $
                                         :where [?i :payment/date]
                                         (not [?i :payment/status :payment-status/voided])]
-                               :args  [(dc/db conn)]})
+                               :args [(dc/db conn)]})
                      (map first)
                      (partition-all 500))]
     (print ".")
@@ -591,7 +592,7 @@
                                         :in $
                                         :where [?i :transaction/description-original]
                                         (not [?i :transaction/approval-status :transaction-approval-status/suppressed])]
-                               :args  [(dc/db conn)]})
+                               :args [(dc/db conn)]})
                      (map first)
                      (partition-all 500))]
     (print ".")
@@ -602,7 +603,7 @@
   (doseq [batch (->> (dc/qseq {:query '[:find ?i
                                         :in $
                                         :where [?i :journal-entry/date]]
-                               :args  [(dc/db conn)]})
+                               :args [(dc/db conn)]})
                      (map first)
                      (partition-all 500))]
     (print ".")

src/cljc/auto_ap/routes/transactions.cljc

@@ -10,7 +10,9 @@
                  "/bulk-code" {:get ::bulk-code
                                :put ::bulk-code-submit
                                "/new-account" ::bulk-code-new-account
-                               "/vendor-changed" ::bulk-code-vendor-changed}}
+                               "/vendor-changed" ::bulk-code-vendor-changed}
+                 "/bulk-code-trial" {:get ::bulk-code-trial
+                                     :post ::bulk-code-trial-submit}}
              "/new" {:get ::new
                      :post ::new-submit
                      "/location-select" ::location-select

test/clj/auto_ap/ssr/components/wizard_trial/core_test.clj

@@ -0,0 +1,114 @@
+(ns auto-ap.ssr.components.wizard-trial.core-test
+  (:require
+   [auto-ap.ssr.components.wizard-trial.core :as sut]
+   [auto-ap.ssr.components.wizard-trial.state :as ws]
+   [clojure.test :refer [deftest is testing]]
+   [hiccup.core :as hiccup]))
+
+(deftest render-step-test
+  (testing "render-step produces a form with hidden wizard-id and step-key inputs"
+    (let [wizard-id (ws/create! {})
+          step-config {:key :test-step
+                       :render (fn [{:keys [step-data errors request]}]
+                                 [:div (str "data: " step-data) (when errors [:span.error (str errors)])])
+                       :submit-route "/test-submit"}
+          result (sut/render-step {:wizard-id wizard-id
+                                   :step-config step-config
+                                   :request {}})]
+      (is (= :form (first result)))
+      (let [attrs (second result)
+            children (drop 2 result)]
+        (is (= "/test-submit" (:hx-post attrs)))
+        (is (= "this" (:hx-target attrs)))
+        (let [html (hiccup/html result)]
+          (is (re-find #"name=\"wizard-id\"" html))
+          (is (re-find #"value=\"" html))
+          (is (re-find #"name=\"step-key\"" html))
+          (is (re-find #"value=\"test-step\"" html))))))
+
+  (testing "render-step passes step-data, errors, and request to the render function"
+    (let [wizard-id (ws/create! {:test-step {:field "value"}})
+          captured (atom nil)
+          step-config {:key :test-step
+                       :render (fn [args] (reset! captured args) [:div "rendered"])
+                       :submit-route "/test-submit"}
+          _ (sut/render-step {:wizard-id wizard-id
+                              :step-config step-config
+                              :request {:client-id 123}
+                              :errors {:field ["is invalid"]}})
+          {:keys [step-data errors request]} @captured]
+      (is (= {:field "value"} step-data))
+      (is (= {:field ["is invalid"]} errors))
+      (is (= {:client-id 123} request)))))
+
+(deftest handle-submit-test
+  (testing "handle-submit with valid data saves step and calls done-fn"
+    (let [done-result (atom nil)
+          wizard-id (ws/create! {})
+          step-config {:key :test-step
+                       :schema [:map [:name :string]]
+                       :fields [:name]
+                       :render (fn [_] [:div "rendered"])
+                       :submit-route "/test-submit"
+                       :done-fn (fn [data request]
+                                  (reset! done-result {:data data :request request})
+                                  {:status 200 :body "done"})}
+          request {:form-params {"wizard-id" wizard-id
+                                 "step-key" "test-step"
+                                 "name" "Alice"}}
+          response (sut/handle-submit step-config request)]
+      (is (= 200 (:status response)))
+      (is (= "done" (:body response)))
+      (is (= "Alice" (get-in @done-result [:data :name])))
+      (is (nil? (ws/get-wizard wizard-id)) "Wizard session should be destroyed after successful submit")))
+
+  (testing "handle-submit with invalid data re-renders step with errors"
+    (let [wizard-id (ws/create! {})
+          step-config {:key :test-step
+                       :schema [:map [:name :string]]
+                       :fields [:name]
+                       :render (fn [{:keys [errors]}]
+                                 [:div (when errors [:span.error (str errors)])])
+                       :submit-route "/test-submit"
+                       :done-fn (fn [_ _] {:status 200 :body "done"})}
+          request {:form-params {"wizard-id" wizard-id
+                                 "step-key" "test-step"
+                                 "name" ""}}
+          response (sut/handle-submit step-config request)]
+      (is (= 200 (:status response)))
+      (is (string? (:body response)))
+      (is (re-find #"error" (:body response)) "Response body should contain error markup")
+      (is (some? (ws/get-wizard wizard-id)) "Wizard session should still exist after failed validation")))
+
+  (testing "handle-submit with missing required field shows validation error"
+    (let [wizard-id (ws/create! {})
+          step-config {:key :test-step
+                       :schema [:map [:name :string]]
+                       :fields [:name]
+                       :render (fn [{:keys [errors]}]
+                                 [:div (when errors [:span.error (str errors)])])
+                       :submit-route "/test-submit"
+                       :done-fn (fn [_ _] {:status 200 :body "done"})}
+          request {:form-params {"wizard-id" wizard-id
+                                 "step-key" "test-step"}}
+          response (sut/handle-submit step-config request)]
+      (is (= 200 (:status response)))
+      (is (re-find #"error" (:body response)) "Response body should contain error markup for missing field")))
+
+  (testing "handle-submit decodes step data using main-transformer"
+    (let [done-result (atom nil)
+          wizard-id (ws/create! {})
+          step-config {:key :test-step
+                       :schema [:map [:count int?]]
+                       :fields [:count]
+                       :render (fn [_] [:div "rendered"])
+                       :submit-route "/test-submit"
+                       :done-fn (fn [data _]
+                                  (reset! done-result data)
+                                  {:status 200 :body "done"})}
+          request {:form-params {"wizard-id" wizard-id
+                                 "step-key" "test-step"
+                                 "count" "42"}}
+          response (sut/handle-submit step-config request)]
+      (is (= 200 (:status response)))
+      (is (= 42 (:count @done-result)) "String count should be decoded to integer"))))

test/clj/auto_ap/ssr/components/wizard_trial/state_test.clj

@@ -0,0 +1,76 @@
+(ns auto-ap.ssr.components.wizard-trial.state-test
+  (:require
+   [auto-ap.ssr.components.wizard-trial.state :as sut]
+   [clojure.test :refer [deftest is testing]]))
+
+(deftest create-and-get-wizard-test
+  (testing "Session creation returns a non-nil wizard-id"
+    (let [wizard-id (sut/create! {:foo "bar"})]
+      (is (string? wizard-id))
+      (is (seq wizard-id))))
+
+  (testing "Session retrieval returns the stored data"
+    (let [wizard-id (sut/create! {:foo "bar"})
+          wizard (sut/get-wizard wizard-id)]
+      (is (map? wizard))
+      (is (= {:foo "bar"} (:data wizard)))
+      (is (inst? (:created-at wizard)))))
+
+  (testing "Session retrieval returns nil for unknown id"
+    (is (nil? (sut/get-wizard "non-existent-id")))))
+
+(deftest update-step-test
+  (testing "update-step! merges data into the specified step key"
+    (let [wizard-id (sut/create! {})
+          _ (sut/update-step! wizard-id :step1 {:field-a "a"})
+          wizard (sut/get-wizard wizard-id)]
+      (is (= {:field-a "a"} (get-in wizard [:data :step1])))))
+
+  (testing "update-step! merges without overwriting other step keys"
+    (let [wizard-id (sut/create! {})
+          _ (sut/update-step! wizard-id :step1 {:field-a "a"})
+          _ (sut/update-step! wizard-id :step2 {:field-b "b"})
+          wizard (sut/get-wizard wizard-id)]
+      (is (= {:field-a "a"} (get-in wizard [:data :step1])))
+      (is (= {:field-b "b"} (get-in wizard [:data :step2])))))
+
+  (testing "update-step! merges within the same step key"
+    (let [wizard-id (sut/create! {})
+          _ (sut/update-step! wizard-id :step1 {:field-a "a"})
+          _ (sut/update-step! wizard-id :step1 {:field-b "b"})
+          wizard (sut/get-wizard wizard-id)]
+      (is (= {:field-a "a" :field-b "b"} (get-in wizard [:data :step1]))))))
+
+(deftest destroy-test
+  (testing "destroy! removes the wizard session"
+    (let [wizard-id (sut/create! {:foo "bar"})
+          _ (sut/destroy! wizard-id)]
+      (is (nil? (sut/get-wizard wizard-id)))))
+
+  (testing "destroy! is a no-op for unknown id"
+    (sut/destroy! "non-existent-id")
+    (is (nil? (sut/get-wizard "non-existent-id")))))
+
+(deftest get-all-data-test
+  (testing "get-all-data merges non-map values and map values from all steps"
+    (let [wizard-id (sut/create! {:client-id 123})
+          _ (sut/update-step! wizard-id :step1 {:vendor 456})
+          _ (sut/update-step! wizard-id :step2 {:accounts [{:account 1}]})
+          all-data (sut/get-all-data wizard-id)]
+      (is (= {:client-id 123 :vendor 456 :accounts [{:account 1}]} all-data))))
+
+  (testing "get-all-data returns nil for unknown id"
+    (is (nil? (sut/get-all-data "non-existent-id")))))
+
+(deftest session-exists-test
+  (testing "Session exists after creation"
+    (let [wizard-id (sut/create! {})]
+      (is (some? (sut/get-wizard wizard-id)))))
+
+  (testing "Session does not exist after destruction"
+    (let [wizard-id (sut/create! {})
+          _ (sut/destroy! wizard-id)]
+      (is (nil? (sut/get-wizard wizard-id)))))
+
+  (testing "Session does not exist for random id"
+    (is (nil? (sut/get-wizard (str (java.util.UUID/randomUUID)))))))

test/clj/auto_ap/ssr/transaction/bulk_code_trial_test.clj

@@ -0,0 +1,104 @@
+(ns auto-ap.ssr.transaction.bulk-code-trial-test
+  (:require
+   [auto-ap.ssr.components.wizard-trial.state :as ws]
+   [auto-ap.ssr.transaction.bulk-code-trial :as sut]
+   [clojure.test :refer [deftest is testing use-fixtures]]
+   [mount.core :as mount]))
+
+(use-fixtures :each
+  (fn [test-fn]
+    (mount/start #'auto-ap.datomic/conn)
+    (test-fn)
+    (mount/stop #'auto-ap.datomic/conn)))
+
+(deftest open-trial-test
+  (testing "open-trial returns modal-response with a form containing expected fields"
+    (let [response (sut/open-trial {})]
+      (is (= 200 (:status response)))
+      (is (= "text/html" (get-in response [:headers "Content-Type"])))
+      (let [body (:body response)]
+        (is (string? body))
+        (is (re-find #"modal-card" body) "Should contain modal card structure")
+        (is (re-find #"Bulk editing" body) "Should show header with transaction count")
+        (is (re-find #"Vendor" body) "Form should contain Vendor label")
+        (is (re-find #"Status" body) "Form should contain Status label")
+        (is (re-find #"Expense Accounts" body) "Form should contain Expense Accounts heading")
+        (is (re-find #"Account" body) "Form should contain Account column header")
+        (is (re-find #"Location" body) "Form should contain Location column header")
+        (is (re-find #"%" body) "Form should contain percentage column header")
+        (is (re-find #"Save" body) "Form should contain Save button")
+        (is (re-find #"New account" body) "Form should contain New account button")
+        (is (re-find #"name=\"wizard-id\"" body) "Form should contain hidden wizard-id input")
+        (is (re-find #"name=\"step-key\"" body) "Form should contain hidden step-key input")))))
+
+(deftest submit-trial-valid-test
+  (testing "submit-trial with valid data returns success response and destroys session"
+    (let [wizard-id (ws/create! {})
+          request {:form-params {"wizard-id" wizard-id
+                                 "step-key" "bulk-code"
+                                 "vendor" "123"
+                                 "approval-status" "approved"
+                                 "accounts[0][account]" "1"
+                                 "accounts[0][location]" "DT"
+                                 "accounts[0][percentage]" "50"}}
+          response (sut/submit-trial request)]
+      (is (= 200 (:status response)))
+      (is (re-find #"Transactions Coded" (:body response)) "Response should indicate success")
+      (is (nil? (ws/get-wizard wizard-id)) "Wizard session should be destroyed after successful submit"))))
+
+(deftest submit-trial-invalid-test
+  (testing "submit-trial with invalid vendor id shows validation error"
+    (let [wizard-id (ws/create! {})
+          request {:form-params {"wizard-id" wizard-id
+                                 "step-key" "bulk-code"
+                                 "vendor" "not-a-number"
+                                 "approval-status" "approved"}}
+          response (sut/submit-trial request)]
+      (is (= 200 (:status response)))
+      (is (re-find #"error" (:body response)) "Response should contain error markup for invalid vendor")
+      (is (some? (ws/get-wizard wizard-id)) "Wizard session should persist after failed validation")))
+
+  (testing "submit-trial with invalid account data shows validation error"
+    (let [wizard-id (ws/create! {})
+          request {:form-params {"wizard-id" wizard-id
+                                 "step-key" "bulk-code"
+                                 "accounts[0][account]" "not-a-number"
+                                 "accounts[0][location]" "DT"
+                                 "accounts[0][percentage]" "50"}}
+          response (sut/submit-trial request)]
+      (is (= 200 (:status response)))
+      (is (re-find #"error" (:body response)) "Response should contain error markup for invalid account")
+      (is (some? (ws/get-wizard wizard-id)) "Wizard session should persist after failed validation")))
+
+  (testing "submit-trial with percentage over 100% shows validation error"
+    (let [wizard-id (ws/create! {})
+          request {:form-params {"wizard-id" wizard-id
+                                 "step-key" "bulk-code"
+                                 "accounts[0][account]" "1"
+                                 "accounts[0][location]" "DT"
+                                 "accounts[0][percentage]" "150"}}
+          response (sut/submit-trial request)]
+      (is (= 200 (:status response)))
+      (is (re-find #"error" (:body response)) "Response should contain error markup for percentage > 100%")
+      (is (some? (ws/get-wizard wizard-id)) "Wizard session should persist after failed validation"))))
+
+(deftest submit-trial-empty-test
+  (testing "submit-trial with empty form data shows validation errors"
+    (let [wizard-id (ws/create! {})
+          request {:form-params {"wizard-id" wizard-id
+                                 "step-key" "bulk-code"}}
+          response (sut/submit-trial request)]
+      (is (= 200 (:status response)))
+      (is (not (re-find #"Bulk code applied" (:body response))) "Empty form should not succeed")
+      (is (some? (ws/get-wizard wizard-id)) "Wizard session should persist after failed validation")))
+
+  (testing "submit-trial with no account rows selected shows validation errors"
+    (let [wizard-id (ws/create! {})
+          request {:form-params {"wizard-id" wizard-id
+                                 "step-key" "bulk-code"
+                                 "vendor" ""
+                                 "approval-status" ""}}
+          response (sut/submit-trial request)]
+      (is (= 200 (:status response)))
+      (is (not (re-find #"Bulk code applied" (:body response))) "Form with empty values should not succeed")
+      (is (some? (ws/get-wizard wizard-id)) "Wizard session should persist after failed validation"))))