critique of wizard design.

.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",
+      "version": "1.15.12",
-      "resolved": "https://registry.npmjs.org/@opencode-ai/plugin/-/plugin-1.15.10.tgz",
+      "resolved": "https://registry.npmjs.org/@opencode-ai/plugin/-/plugin-1.15.12.tgz",
-      "integrity": "sha512-V2p7CvpBtKWB+FID7Dl1y0Ci02zUT40A9b2RD9R9BOiuD8ZcKhHWov+irN0xVJA0Eg6OhEBfA0lPKRn1FNKPlw==",
+      "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/core": ">=0.2.16",
-        "@opentui/keymap": ">=0.2.15",
+        "@opentui/keymap": ">=0.2.16",
-        "@opentui/solid": ">=0.2.15"
+        "@opentui/solid": ">=0.2.16"
       },
       "peerDependenciesMeta": {
         "@opentui/core": {
@@ -114,9 +114,9 @@
       }
     },
     "node_modules/@opencode-ai/sdk": {
-      "version": "1.15.10",
+      "version": "1.15.12",
-      "resolved": "https://registry.npmjs.org/@opencode-ai/sdk/-/sdk-1.15.10.tgz",
+      "resolved": "https://registry.npmjs.org/@opencode-ai/sdk/-/sdk-1.15.12.tgz",
-      "integrity": "sha512-CUhpmMGGOqzvPnNNjjWmEIodAfP6Qnuki2ChIUKWYF7UImZ4zUcMZnzO5BtUxu/Ni1P8qzWxDioXs+7aIZQEhA==",
+      "integrity": "sha512-lOaBNX93dkakZe6C42ttX1bkSx3K2c6+Yv+w8Qv02v5rPlu1vCXbmdfYDh9/bw+oq+NKPSaBm9d6kPA19hA5Lg==",
       "license": "MIT",
       "dependencies": {
         "cross-spawn": "7.0.6"

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/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/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/table table
-           ::route/csv               csv
+           ::route/csv csv
            ::route/bank-account-filter bank-account-filter
-           ::route/bulk-delete       (-> bulk-delete
+           ::route/bulk-delete (-> bulk-delete
-                                         (wrap-schema-enforce :form-schema query-schema))}
+                                   (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/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"))))