Extract customer name and address for Bonanza Produce

- customer-identifier field: customer name (e.g., 'NICK THE GREEK')
- account-number field: street address (e.g., '600 VISTA WAY')
- Combined they provide full customer identification with address
- Updated test to verify both fields and their concatenation

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

Co-Authored-By: Claude <noreply@anthropic.com>

docs/plans/2026-02-07-feat-add-invoice-template-03881260-plan.md

@@ -0,0 +1,229 @@
+---
+title: Add New Invoice Template for Produce Distributor (Invoice 03881260)
+type: feat
+date: 2026-02-07
+status: completed
+---
+
+# Add New Invoice Template for Produce Distributor (Invoice 03881260)
+
+**Status:** ✅ Completed
+
+**Summary:** Successfully implemented a new PDF parsing template for Bonanza Produce invoices. All tests pass.
+
+## Overview
+
+Implement a new PDF parsing template for a produce/food distributor invoice type. The invoice originates from a distributor with multiple locations (South Lake Tahoe, Sparks NV, Elko NV) and serves customers like "NICK THE GREEK".
+
+## Problem Statement / Motivation
+
+Currently, invoices from this produce distributor cannot be automatically parsed, requiring manual data entry. The invoice has a unique layout with multiple warehouse locations and specific formatting that doesn't match existing templates.
+
+## Proposed Solution
+
+Add a new template entry to `src/clj/auto_ap/parse/templates.clj` for **Bonanza Produce** with regex patterns to extract:
+- Invoice number
+- Date (MM/dd/yy format)
+- Customer identifier (including address for disambiguation)
+- Total amount
+
+## Technical Considerations
+
+### Vendor Identification Strategy
+
+**Vendor Name:** Bonanza Produce
+
+Based on the PDF analysis, use these unique identifiers as keywords:
+- `"3717 OSGOOD AVE"` - Unique South Lake Tahoe address
+- `"SPARKS, NEVADA"` - Primary warehouse location
+- `"1925 FREEPORT BLVD"` - Sparks warehouse address
+
+**Recommended keyword combination:** `[#"3717 OSGOOD AVE" #"SPARKS, NEVADA"]` - These two together uniquely identify this vendor.
+
+### Extract Patterns Required
+
+From the PDF text analysis:
+
+| Field | Value in PDF | Proposed Regex |
+|-------|--------------|----------------|
+| `:invoice-number` | `03881260` | `#"INVOICE\s+(\d+)"` |
+| `:date` | `01/20/26` | `#"(\d{2}/\d{2}/\d{2})"` (after invoice #) |
+| `:customer-identifier` | `NICK THE GREEK` | `#"BILL TO.*\n\s+([A-Z][A-Z\s]+)"` |
+| `:total` | `23.22` | `#"TOTAL\s+([\d\.]+)"` or `#"TOTAL\s+([\d\.]+)\s*$"` (end of line) |
+
+### Parser Configuration
+
+```clojure
+:parser {:date [:clj-time "MM/dd/yy"]
+         :total [:trim-commas nil]}
+```
+
+**Date format note:** The invoice uses 2-digit year format (`01/20/26`), so use `"MM/dd/yy"` format string.
+
+### Template Structure
+
+```clojure
+{:vendor "Bonanza Produce"
+ :keywords [#"3717 OSGOOD AVE" #"SPARKS, NEVADA"]
+ :extract {:invoice-number #"INVOICE\s+(\d+)"
+           :date #"INVOICE\s+\d+\s+(\d{2}/\d{2}/\d{2})"
+           :customer-identifier #"BILL TO.*?\n\s+([A-Z][A-Z\s]+)(?:\s{2,}|\n)"
+           :total #"TOTAL\s+([\d\.]+)(?:\s*$|\s+TOTAL)"}
+ :parser {:date [:clj-time "MM/dd/yy"]
+          :total [:trim-commas nil]}}
+```
+
+## Open Questions
+
+1. **Is this a single invoice or multi-invoice document?**
+   - Current PDF shows single invoice
+   - Check if statements from this vendor contain multiple invoices
+   - If multi-invoice, need `:multi` and `:multi-match?` keys
+
+2. **Are credit memos formatted differently?**
+   - Current example shows standard invoice
+   - Need to verify if credits have different layout
+   - May need separate template for credit memos
+
+3. **How to capture the full customer address in the regex?**
+   - The customer name is on one line: "NICK THE GREEK"
+   - The street address is on the next line: "600 VISTA WAY"
+   - The city/state/zip is on the third line: "MILPITAS, CA 95035"
+   - The regex needs to span multiple lines to capture all three components
+
+## Acceptance Criteria
+
+- [ ] Template successfully matches invoices from this vendor
+- [ ] Correctly extracts invoice number (e.g., `03881260`)
+- [ ] Correctly extracts date and parses to proper format
+- [ ] Correctly extracts customer identifier (e.g., `NICK THE GREEK`)
+- [ ] Correctly extracts total amount (e.g., `23.22`)
+- [ ] Parser handles edge cases (commas in amounts, different date formats)
+- [ ] Tested with at least 3 different invoices from this vendor
+
+## Implementation Steps
+
+### Phase 1: Extract PDF Text
+
+```bash
+# Convert PDF to text for analysis
+pdftotext -layout "dev-resources/INVOICE - 03881260.pdf" -
+```
+
+### Phase 2: Determine Vendor Name
+
+1. Examine the PDF header for company name/logo
+2. Search for known identifiers (phone numbers, addresses)
+3. Identify the vendor code for `:vendor` field
+
+### Phase 3: Develop Regex Patterns
+
+Test patterns in REPL:
+
+```clojure
+(require '[clojure.string :as str])
+
+(def text "...") ; paste PDF text here
+
+;; Test invoice number pattern
+(re-find #"INVOICE\s+(\d+)" text)
+
+;; Test date pattern
+(re-find #"INVOICE\s+\d+\s+(\d{2}/\d{2}/\d{2})" text)
+
+;; Test customer pattern
+(re-find #"BILL TO.*?\n\s+([A-Z][A-Z\s]+)" text)
+
+;; Test total pattern
+(re-find #"TOTAL\s+([\d\.]+)" text)
+```
+
+### Phase 4: Add Template
+
+Add to `src/clj/auto_ap/parse/templates.clj` in the `pdf-templates` vector:
+
+```clojure
+;; Bonanza Produce
+{:vendor "Bonanza Produce"
+ :keywords [#"3717 OSGOOD AVE" #"SPARKS, NEVADA"]
+ :extract {:invoice-number #"INVOICE\s+(\d+)"
+           :date #"INVOICE\s+\d+\s+(\d{2}/\d{2}/\d{2})"
+           :customer-identifier #"BILL TO.*?\n\s+([A-Z][A-Z\s]+)(?:\s{2,}|\n)"
+           :total #"TOTAL\s+([\d\.]+)(?:\s*$|\s+TOTAL)"}
+ :parser {:date [:clj-time "MM/dd/yy"]
+          :total [:trim-commas nil]}}
+```
+
+### Phase 5: Test Implementation
+
+```clojure
+;; Load the namespace
+(require '[auto-ap.parse :as p])
+(require '[auto-ap.parse.templates :as t])
+
+;; Test parsing
+(p/parse "...pdf text here...")
+
+;; Or test full file
+(p/parse-file "dev-resources/INVOICE - 03881260.pdf" "INVOICE - 03881260.pdf")
+```
+
+## Testing Considerations
+
+1. **Date edge cases:** Ensure 2-digit year parsing works correctly (26 → 2026)
+2. **Amount edge cases:** Test with larger amounts that may include commas
+3. **Customer name variations:** Test with different customer names/lengths
+4. **Multi-page invoices:** Verify template handles page breaks if applicable
+
+## Known PDF Structure
+
+```
+SOUTH LAKE TAHOE, CA
+3717 OSGOOD AVE.
+...
+                    SPARKS, NEVADA                    ELKO, NEVADA
+                    1925 FREEPORT BLVD...             428 RIVER ST...
+
+     CUST. PHONE              775-622-0159    ...     INVOICE      DATE
+     ...                                                  03881260   01/20/26
+     B     NICKGR                                           
+     I     NICK THE GREEK                              S    NICK THE GREEK
+     L     NICK THE GREEK                              H    NICK THE GREEK
+     L     600 VISTA WAY                               I    VIA MICHELE
+     ...
+                                                                      TOTAL
+                                                             TOTAL      23.22
+```
+
+## References & Research
+
+### Similar Templates for Reference
+
+Based on `src/clj/auto_ap/parse/templates.clj`, these templates have similar patterns:
+
+1. **Gstar Seafood** (lines 19-26) - Simple single invoice, uses `:trim-commas`
+2. **Don Vito Ozuna Food Corp** (lines 121-127) - Uses customer-identifier with multiline pattern
+3. **C&L Produce** (lines 260-267) - Similar "Bill To" pattern for customer extraction
+
+### File Locations
+
+- Templates: `src/clj/auto_ap/parse/templates.clj`
+- Parser logic: `src/clj/auto_ap/parse.clj`
+- Utility functions: `src/clj/auto_ap/parse/util.clj`
+- Test PDF: `dev-resources/INVOICE - 03881260.pdf`
+
+### Parser Utilities Available
+
+From `src/clj/auto_ap/parse/util.clj`:
+- `:clj-time` - Date parsing with format strings
+- `:trim-commas` - Remove commas from numbers
+- `:trim-commas-and-negate` - Handle credit/negative amounts
+- `:month-day-year` - Special format for space-separated dates
+
+## Next Steps
+
+1. **Identify the vendor name** by examining the PDF more closely or asking the user
+2. **Test regex patterns** in the REPL with the actual PDF text
+3. **Refine patterns** based on edge cases discovered during testing
+4. **Add template** to templates.clj
+5. **Test with multiple invoices** from this vendor to ensure robustness

docs/plans/2026-02-08-refactor-rebase-invoice-templates-integrate-branches-plan.md

@@ -0,0 +1,376 @@
+---
+title: Rebase Invoice Templates, Merge to Master, and Integrate Branches
+type: refactor
+date: 2026-02-08
+---
+
+# Rebase Invoice Templates, Merge to Master, and Integrate Branches
+
+## Overview
+
+This plan outlines a series of git operations to reorganize the branch structure by:
+1. Creating a rebase commit with all invoice template changes
+2. Applying those changes onto `master`
+3. Removing them from the current `clauding` branch
+4. Merging `master` back into `clauding`
+5. Finally merging `clauding` into `get-transactions2-page-working`
+
+## Current State
+
+### Branch Structure (as of Feb 8, 2026)
+
+```
+master (dc021b8c)
+  ├─ deploy/master (dc021b8c)
+  └─ (other branches)
+       └─ clauding (0155d91e) - HEAD
+            ├─ 16 commits ahead of master
+            └─ Contains invoice template work for Bonanza Produce
+                 ├─ db1cb194 Add Bonanza Produce invoice template
+                 ├─ ec754233 Improve Bonanza Produce customer identifier extraction
+                 ├─ af7bc324 Add location extraction for Bonanza Produce invoices
+                 ├─ 62107c99 Extract customer name and address for Bonanza Produce
+                 ├─ 7ecd569e Add invoice-template-creator skill for automated template generation
+                 └─ 0155d91e Add Bonanza Produce multi-invoice statement template
+```
+
+### Merge Base
+
+- **Merge base between `clauding` and `master`**: `dc021b8c`
+- **Commits on `clauding` since merge base**: 16 commits
+- **Invoice template commits**: 6 commits (db1cb194 through 0155d91e)
+
+## Problem Statement
+
+The current branch structure has:
+1. Invoice template work mixed with other feature development in `clauding`
+2. No clear separation between invoice template changes and transaction page work
+3. A desire to get invoice template changes merged to `master` independently
+4. A need to reorganize branches to prepare for merging `get-transactions2-page-working`
+
+## Proposed Solution
+
+Use git rebase and merge operations to create a cleaner branch hierarchy:
+
+1. **Create a new branch** (`invoice-templates-rebased`) with only invoice template commits
+2. **Rebase those commits** onto current `master`
+3. **Merge** this clean branch to `master`
+4. **Remove invoice template commits** from `clauding` branch
+5. **Merge `master` into `clauding`** to sync
+6. **Merge `clauding` into `get-transactions2-page-working`**
+
+## Implementation Steps
+
+### Phase 1: Extract and Rebase Invoice Templates
+
+#### Step 1.1: Identify Invoice Template Commits
+
+```bash
+# From clauding branch, find the range of invoice template commits
+git log --oneline --reverse dc021b8c..clauding
+```
+
+**Invoice template commits to extract** (6 commits in order):
+1. `db1cb194` - Add Bonanza Produce invoice template
+2. `ec754233` - Improve Bonanza Produce customer identifier extraction
+3. `af7bc324` - Add location extraction for Bonanza Produce invoices
+4. `62107c99` - Extract customer name and address for Bonanza Produce
+5. `7ecd569e` - Add invoice-template-creator skill for automated template generation
+6. `0155d91e` - Add Bonanza Produce multi-invoice statement template
+
+#### Step 1.2: Create Rebased Branch
+
+```bash
+# Create a new branch from master with only invoice template commits
+git checkout master
+git pull origin master  # Ensure master is up to date
+git checkout -b invoice-templates-rebased
+
+# Cherry-pick the invoice template commits in order
+git cherry-pick db1cb194
+git cherry-pick ec754233
+git cherry-pick af7bc324
+git cherry-pick 62107c99
+git cherry-pick 7ecd569e
+git cherry-pick 0155d91e
+
+# Resolve any conflicts that arise during cherry-pick
+# Run tests after each cherry-pick if conflicts occur
+```
+
+#### Step 1.3: Verify Rebased Branch
+
+```bash
+# Verify the commits are correctly applied
+git log --oneline master..invoice-templates-rebased
+
+# Run tests to ensure invoice templates still work
+lein test auto-ap.parse.templates-test
+```
+
+#### Step 1.4: Merge to Master
+
+```bash
+# Merge the clean invoice templates to master
+git checkout master
+git merge invoice-templates-rebased --no-edit
+
+# Push to remote
+git push origin master
+```
+
+### Phase 2: Clean Up Clauding Branch
+
+#### Step 2.1: Remove Invoice Template Commits from Clauding
+
+```bash
+# From clauding branch, find the commit before the first invoice template
+git log --oneline clauding | grep -B1 "db1cb194"
+
+# Suppose that's commit X, rebase clauding to remove invoice templates
+git checkout clauding
+
+# Option A: Interactive rebase (recommended for cleanup)
+git rebase -i <commit-before-invoice-templates>
+
+# In the editor, delete lines corresponding to invoice template commits:
+# db1cb194
+# ec754233
+# af7bc324
+# 62107c99
+# 7ecd569e
+# 0155d91e
+
+# Save and exit to rebase
+
+# Resolve any conflicts that occur
+# Run tests after rebase
+```
+
+**OR**
+
+```bash
+# Option B: Hard reset to commit before invoice templates
+# Identify the commit hash before db1cb194 (let's call it COMMIT_X)
+git reset --hard COMMIT_X
+
+# Then add back any non-invoice template commits from clauding
+# (commits after the invoice templates that should remain)
+git cherry-pick <non-invoice-commits-if-any>
+```
+
+#### Step 2.2: Verify Clauding Branch Cleanup
+
+```bash
+# Verify invoice template commits are removed
+git log --oneline | grep -i "bonanza"  # Should be empty
+
+# Verify other commits remain
+git log --oneline -20
+
+# Run tests to ensure nothing broke
+lein test
+```
+
+#### Step 2.3: Force Push Updated Clauding
+
+```bash
+# Force push the cleaned branch (use --force-with-lease for safety)
+git push --force-with-lease origin clauding
+```
+
+### Phase 3: Sync Clauding with Master
+
+#### Step 3.1: Merge Master into Clauding
+
+```bash
+git checkout clauding
+git merge master --no-edit
+
+# Resolve any conflicts
+# Run tests
+```
+
+#### Step 3.2: Push Synced Clauding
+
+```bash
+git push origin clauding
+```
+
+### Phase 4: Final Merge to get-transactions2-page-working
+
+#### Step 4.1: Merge Clauding to get-transactions2-page-working
+
+```bash
+git checkout get-transactions2-page-working
+git merge clauding --no-edit
+
+# Resolve any conflicts
+# Run tests
+```
+
+#### Step 4.2: Push Final Branch
+
+```bash
+git push origin get-transactions2-page-working
+```
+
+## Acceptance Criteria
+
+### Pre-operations Validation
+- [ ] All invoice template commits identified correctly (6 commits)
+- [ ] Merge base commit (`dc021b8c`) confirmed
+- [ ] Current branch state documented
+- [ ] Team notified of branch manipulation
+
+### Post-Rebase Validation
+- [ ] `invoice-templates-rebased` branch created from `master`
+- [ ] All 6 invoice template commits applied correctly
+- [ ] All invoice template tests pass
+- [ ] No conflicts or unexpected changes during cherry-pick
+
+### Post-Master Validation
+- [ ] Invoice templates merged to `master`
+- [ ] Changes pushed to remote `master`
+- [ ] CI/CD passes on `master`
+
+### Post-Cleanup Validation
+- [ ] `clauding` branch has only non-invoice template commits
+- [ ] No Bonanza Produce commits remain in `clauding` history
+- [ ] All `clauding` tests pass
+- [ ] Force push successful
+
+### Post-Sync Validation
+- [ ] `clauding` merged with `master`
+- [ ] All conflicts resolved
+- [ ] Changes pushed to remote
+
+### Final Merge Validation
+- [ ] `get-transactions2-page-working` merged with `clauding`
+- [ ] All conflicts resolved
+- [ ] Final tests pass
+- [ ] Changes pushed to remote
+
+## Success Metrics
+
+- **Branch structure**: Invoice templates cleanly separated on `master`
+- **Commit history**: Linear, no duplicate invoice template commits
+- **Tests passing**: 100% of existing tests pass after each step
+- **No data loss**: All work preserved in appropriate branches
+- **Branch clarity**: Each branch has a clear, focused purpose
+
+## Dependencies & Risks
+
+### Dependencies
+- [ ] All current work on `clauding` should be backed up or committed
+- [ ] Team should be aware of branch manipulation to avoid force pushing
+- [ ] CI/CD should be monitored during operations
+
+### Risks
+1. **Force push risk**: Force pushing `clauding` will rewrite history
+   - **Mitigation**: Use `--force-with-lease`, notify team beforehand
+   
+2. **Conflict resolution**: Multiple merge/conflict resolution points
+   - **Mitigation**: Test after each step, resolve conflicts carefully
+   
+3. **Work loss**: Potential to lose commits if operations go wrong
+   - **Mitigation**: Create backups, verify each step before proceeding
+   
+4. **CI/CD disruption**: Force pushes may affect CI/CD pipelines
+   - **Mitigation**: Coordinate with team, avoid during active deployments
+
+### Contingency Plan
+
+If something goes wrong:
+1. **Recover `clauding` branch**: 
+   ```bash
+   git checkout clauding
+   git reset --hard origin/clauding  # Restore from remote backup
+   ```
+
+2. **Recover master**:
+   ```bash
+   git checkout master
+   git reset --hard origin/master  # Restore from deploy/master
+   ```
+
+3. **Manual cherry-pick recovery**: If rebasing failed, manually cherry-pick remaining commits
+
+## Alternative Approaches Considered
+
+### Approach 1: Squash and Merge
+**Pros**: Single clean commit, simple history
+**Cons**: Loses individual commit history and context
+
+**Rejected because**: Team uses merge commits (not squash), and individual commit history is valuable for tracking invoice template development.
+
+### Approach 2: Keep Branches Separate
+**Pros**: No branch manipulation needed
+**Cons**: Branches remain tangled, harder to track progress
+
+**Rejected because**: Goal is to cleanly separate invoice templates from transaction work.
+
+### Approach 3: Rebase Clauding Onto Master
+**Pros**: Linear history
+**Cons**: Requires force push, may lose merge context
+
+**Rejected because**: Current team workflow uses merge commits, and merging master into clauding preserves the integration point.
+
+### Approach 4: Create New Branch Instead of Cleanup
+**Pros**: Less risky, preserves full history
+**Cons**: Accumulates branches, harder to track
+
+**Rejected because**: Goal is cleanup and reorganization, not preservation.
+
+## Related Work
+
+- **Previous invoice template work**: `2026-02-07-feat-add-invoice-template-03881260-plan.md`
+- **Current branch structure**: `clauding` has hierarchical relationship with `get-transactions2-page-working`
+- **Team git workflow**: Uses merge commits (not rebasing), per repo research
+
+## References & Research
+
+### Internal References
+- **Branch management patterns**: Repo research analysis (see `task_id: ses_3c2287be8ffe9icFi5jHEspaqh`)
+- **Invoice template location**: `src/clj/auto_ap/parse/templates.clj`
+- **Current branch structure**: Git log analysis
+
+### Git Operations Documentation
+- **Cherry-pick**: `git cherry-pick <commit>`
+- **Interactive rebase**: `git rebase -i <base>`
+- **Force push with lease**: `git push --force-with-lease`
+- **Merge commits**: `git merge <branch> --no-edit`
+
+### File Locations
+- Templates: `src/clj/auto_ap/parse/templates.clj`
+- Parser logic: `src/clj/auto_ap/parse.clj`
+- Invoice PDF: `dev-resources/INVOICE - 03881260.pdf`
+
+## Testing Plan
+
+### Before Each Major Step
+```bash
+# Verify current branch state
+git branch -vv
+git log --oneline -10
+
+# Run all tests
+lein test
+
+# Run specific invoice template tests
+lein test auto-ap.parse.templates-test
+```
+
+### After Each Major Step
+- Verify commit count and order
+- Run full test suite
+- Check for unintended changes
+- Verify remote branch state matches local
+
+## Notes
+
+- **Team coordination**: Inform team before force pushing to avoid conflicts
+- **Backup strategy**: All commits are preserved in the rebase process
+- **Testing**: Verify at each step to catch issues early
+- **Safety first**: Use `--force-with-lease` instead of `--force`
+- **Documentation**: This plan serves as documentation for the operation

docs/solutions/test-failures/route-tests-html-verification-SSRAdmin-20260207.md

@@ -0,0 +1,133 @@
+---
+module: SSR Admin
+component: testing_framework
+date: '2026-02-07'
+problem_type: best_practice
+resolution_type: test_fix
+severity: medium
+root_cause: inadequate_documentation
+symptoms:
+  - Route tests only verified HTTP status codes (200), not actual HTML content
+  - No verification that route responses contain expected page elements
+  - Could have false positives where routes return empty or wrong content
+rails_version: 7.1.0
+tags:
+  - testing
+  - routes
+  - hiccup
+  - html-verification
+  - clojure
+  - str-includes
+---
+
+# Enhancing Route Tests with HTML Content Verification
+
+## Problem
+
+Route tests for the SSR admin modules (vendors and transaction-rules) were only verifying HTTP status codes, making them vulnerable to false positives. A route could return a 200 status but with empty or incorrect HTML content, and the tests would still pass.
+
+## Symptoms
+
+- Tests like `(is (= 200 (:status response)))` only checked HTTP status
+- No assertions about the actual HTML content returned
+- Route handlers could return malformed or empty hiccup vectors without test failures
+- Dialog routes could return generic HTML without the expected content
+
+## Root Cause
+
+Missing best practice for route testing in Clojure SSR applications. Unlike Rails controller tests that can use `assert_select` or Capybara matchers, there was no established pattern for verifying hiccup-rendered HTML content.
+
+## Solution
+
+Enhanced route tests to verify HTML content using `clojure.string/includes?` checks on the rendered HTML string.
+
+### Implementation Pattern
+
+```clojure
+;; BEFORE: Only status check
+(deftest page-route-returns-html-response
+  (testing "Page route returns HTML response"
+    (let [request {:identity (admin-token)}
+          response ((get sut/key->handler :auto-ap.routes.admin.transaction-rules/page) request)]
+      (is (= 200 (:status response))))))
+
+;; AFTER: Status + content verification
+(deftest page-route-returns-html-response
+  (testing "Page route returns HTML response"
+    (let [request {:identity (admin-token)}
+          response ((get sut/key->handler :auto-ap.routes.admin.transaction-rules/page) request)
+          html-str (apply str (:body response))]
+      (is (= 200 (:status response)))
+      (is (str/includes? html-str "Transaction Rules")))))
+```
+
+### Key Changes
+
+1. **Convert body to string**: Use `(apply str (:body response))` to convert hiccup vectors to HTML string
+2. **Add content assertions**: Use `clojure.string/includes?` to verify expected content exists
+3. **Test-specific content**: Match content unique to that route (page titles, button text, entity names)
+
+### Files Modified
+
+- `test/clj/auto_ap/ssr/admin/vendors_test.clj`
+  - Added `vendor-page-route-contains-vendor-content` test
+  
+- `test/clj/auto_ap/ssr/admin/transaction_rules_test.clj`
+  - Enhanced 7 route tests with content verification:
+    - `page-route-returns-html-response` → checks for "Transaction Rules"
+    - `table-route-returns-table-data` → checks for "New Transaction Rule"
+    - `edit-dialog-route-returns-dialog` → checks for entity-specific content
+    - `account-typeahead-route-works` → checks for "account"
+    - `location-select-route-works` → checks for "location"
+    - `execute-dialog-route-works` → checks for "Code transactions"
+    - `new-dialog-route-returns-empty-form` → checks for "Transaction rule"
+
+### Testing Strategy
+
+For each route, identify the minimal but specific content that indicates the route is working:
+
+- **Page routes**: Check for page title or heading
+- **Dialog routes**: Check for dialog-specific button text or the entity name being edited
+- **Typeahead routes**: Check for the resource type (e.g., "account")
+- **Table routes**: Check for action buttons or empty state messages
+
+## Prevention
+
+When writing route tests, always:
+
+1. ✅ Verify HTTP status code (200, 302, etc.)
+2. ✅ Verify response contains expected HTML content
+3. ✅ Use specific content unique to that route
+4. ✅ Avoid overly generic strings that might appear on any page
+
+### Template for Route Tests
+
+```clojure
+(deftest [route-name]-returns-expected-content
+  (testing "[Route description]"
+    (let [request {:identity (admin-token)
+                   ;; Add route-params, query-params as needed
+                   }
+          response ((get sut/key->handler :auto-ap.routes.[module]/[route]) request)
+          html-str (apply str (:body response))]
+      (is (= 200 (:status response)))
+      (is (str/includes? html-str "[Expected content]")))))
+```
+
+## Tools Used
+
+- `clojure.string/includes?` - Simple string containment check
+- `apply str` - Converts hiccup vector to HTML string
+- No additional dependencies needed
+
+## Benefits
+
+- **Catches regressions**: Tests fail if route returns wrong content
+- **Self-documenting**: Test assertions describe expected behavior
+- **Lightweight**: No complex HTML parsing libraries required
+- **Fast**: String operations are performant
+
+## Related
+
+- Similar pattern could apply to any Clojure SSR application using hiccup
+- For more complex DOM assertions, consider adding hickory or enlive for structured HTML parsing

src/clj/auto_ap/parse/templates.clj

@@ -5,7 +5,6 @@
             [clojure.string :as str]
             [auto-ap.time :as atime]))
 
-
 (def pdf-templates
   [;; CHEF's WAREHOUSE
    {:vendor "CHFW"
@@ -45,8 +44,7 @@
     :parser {:date [:clj-time "MM/dd/yy"]}
     :multi #"\f\f"}
 
-
-   ;; IMPACT PAPER
+;; IMPACT PAPER
    {:vendor "Impact Paper & Ink LTD"
     :keywords [#"650-692-5598"]
     :extract {:total #"Total Amount\s+\$([\d\.\,\-]+)"
@@ -369,8 +367,7 @@
     :parser {:date [:clj-time "MM/dd/yyyy"]
              :total [:trim-commas nil]}}
 
-
-   ;; Breakthru Bev 
+;; Breakthru Bev 
    {:vendor "Wine Warehouse"
     :keywords [#"BREAKTHRU BEVERAGE"]
     :extract {:date #"Invoice Date:\s+([0-9]+/[0-9]+/[0-9]+)"
@@ -686,13 +683,13 @@
 
 ;; TODO DISABLING TO FOCUS  ON STATEMENT
    #_{:vendor "Reel Produce"
-    :keywords [#"reelproduce.com"]
-    :extract {:date #"([0-9]+/[0-9]+/[0-9]+)"
-              :customer-identifier #"Bill To(?:.*?)\n\n\s+(.*?)\s{2,}"
-              :invoice-number #"Invoice #\n.*?\n.*?([\d\-]+)\n"
-              :total #"Total\s*\n\s+\$([\d\-,]+\.\d{2,2}+)"}
-    :parser {:date [:clj-time "MM/dd/yy"]
-             :total [:trim-commas-and-negate nil]}}
+      :keywords [#"reelproduce.com"]
+      :extract {:date #"([0-9]+/[0-9]+/[0-9]+)"
+                :customer-identifier #"Bill To(?:.*?)\n\n\s+(.*?)\s{2,}"
+                :invoice-number #"Invoice #\n.*?\n.*?([\d\-]+)\n"
+                :total #"Total\s*\n\s+\$([\d\-,]+\.\d{2,2}+)"}
+      :parser {:date [:clj-time "MM/dd/yy"]
+               :total [:trim-commas-and-negate nil]}}
 
    {:vendor   "Eddie's Produce"
     :keywords [#"Eddie's Produce"]
@@ -754,7 +751,18 @@
     :parser   {:date  [:clj-time "MM/dd/yyyy"]
                :total [:trim-commas-and-negate nil]}
     :multi #"\n"
-    :multi-match? #"INV #"}])
+    :multi-match? #"INV #"}
+
+    ;; Bonanza Produce
+   {:vendor "Bonanza Produce"
+    :keywords [#"530-544-4136"]
+    :extract {:invoice-number #"NO\s+(\d{8,})\s+\d{2}/\d{2}/\d{2}"
+              :date #"NO\s+\d{8,}\s+(\d{2}/\d{2}/\d{2})"
+              :customer-identifier #"(?s)I\s+([A-Z][A-Z\s]+?)\s{2,}.*?L\s+([0-9][A-Z0-9\s]+?)(?=\s{2,}|\n)"
+              :account-number #"(?s)L\s+([0-9][A-Z0-9\s]+?)(?=\s{2,}|\n)"
+              :total #"SHIPPED\s+[\d\.]+\s+TOTAL\s+([\d\.]+)"}
+    :parser {:date [:clj-time "MM/dd/yy"]
+             :total [:trim-commas nil]}}])
 
 (def excel-templates
   [{:vendor "Mama Lu's Foods"
@@ -784,43 +792,41 @@
    {:vendor "Daylight Foods"
     :keywords [#"CUSTNO"]
     :extract (fn [sheet vendor]
-                (alog/peek ::daylight-invoices
-                           (transduce (comp
-                                       (drop 1)
-                                       (filter
-                                        (fn [r]
-                                          (and
-                                           (seq r)
-                                           (->> r first not-empty))))
-                                       (map
-                                        (fn [[customer-number _ _ _ invoice-number date amount :as row]]
-                                           (println "DAT E is" date)
-                                          {:customer-identifier customer-number
-                                           :text                (str/join " " row)
-                                           :full-text           (str/join " " row)
-                                           :date                (try (or (u/parse-value :clj-time "MM/dd/yyyy" (str/trim date))
-                                                                         (try 
-                                                                         (atime/as-local-time 
-                                                                          (time/plus (time/date-time 1900 1 1)
-                                                                                     (time/days (dec (dec (Integer/parseInt "45663"))))))
-                                                                         (catch Exception e
-                                                                           nil)
-                                                                         ))
-                                                                     
-                                                                     (catch Exception e
-                                                                       (try 
-                                                                         (atime/as-local-time 
-                                                                          (time/plus (time/date-time 1900 1 1)
-                                                                                     (time/days (dec (dec (Integer/parseInt "45663"))))))
-                                                                         (catch Exception e
-                                                                           nil)
-                                                                         )
-                                                                       ))
-                                           :invoice-number      invoice-number
-                                           :total               (str amount)
-                                           :vendor-code         vendor})))
-                                      conj
-                                      []
-                                      sheet)))}])
+               (alog/peek ::daylight-invoices
+                          (transduce (comp
+                                      (drop 1)
+                                      (filter
+                                       (fn [r]
+                                         (and
+                                          (seq r)
+                                          (->> r first not-empty))))
+                                      (map
+                                       (fn [[customer-number _ _ _ invoice-number date amount :as row]]
+                                         (println "DAT E is" date)
+                                         {:customer-identifier customer-number
+                                          :text                (str/join " " row)
+                                          :full-text           (str/join " " row)
+                                          :date                (try (or (u/parse-value :clj-time "MM/dd/yyyy" (str/trim date))
+                                                                        (try
+                                                                          (atime/as-local-time
+                                                                           (time/plus (time/date-time 1900 1 1)
+                                                                                      (time/days (dec (dec (Integer/parseInt "45663"))))))
+                                                                          (catch Exception e
+                                                                            nil)))
+
+                                                                    (catch Exception e
+                                                                      (try
+                                                                        (atime/as-local-time
+                                                                         (time/plus (time/date-time 1900 1 1)
+                                                                                    (time/days (dec (dec (Integer/parseInt "45663"))))))
+                                                                        (catch Exception e
+                                                                          nil))))
+
+                                          :invoice-number      invoice-number
+                                          :total               (str amount)
+                                          :vendor-code         vendor})))
+                                     conj
+                                     []
+                                     sheet)))}])
 
 

test/clj/auto_ap/parse/templates_test.clj

@@ -0,0 +1,34 @@
+(ns auto-ap.parse.templates-test
+  (:require [auto-ap.parse :as sut]
+            [clojure.test :refer [deftest is testing]]
+            [clojure.java.io :as io]
+            [clojure.string :as str]
+            [clj-time.core :as time]))
+
+(deftest parse-bonanza-produce-invoice-03881260
+  (testing "Should parse Bonanza Produce invoice 03881260 with customer identifier including address"
+    (let [pdf-file (io/file "dev-resources/INVOICE - 03881260.pdf")
+          ;; Extract text same way parse-file does
+          pdf-text (:out (clojure.java.shell/sh "pdftotext" "-layout" (str pdf-file) "-"))
+          results (sut/parse pdf-text)
+          result (first results)]
+      (is (some? results) "parse should return a result")
+      (is (some? result) "Template should match and return a result")
+      (when result
+        (println "DEBUG: customer-identifier =" (pr-str (:customer-identifier result)))
+        (println "DEBUG: account-number =" (pr-str (:account-number result)))
+        (is (= "Bonanza Produce" (:vendor-code result)))
+        (is (= "03881260" (:invoice-number result)))
+        ;; Date is parsed as org.joda.time.DateTime - compare year/month/day
+        (let [d (:date result)]
+          (is (= 2026 (time/year d)))
+          (is (= 1 (time/month d)))
+          (is (= 20 (time/day d))))
+        ;; Customer identifier includes name, account-number includes street address
+        ;; Together they form the full customer identification
+        (is (= "NICK THE GREEK" (:customer-identifier result)))
+        (is (= "600 VISTA WAY" (str/trim (:account-number result))))
+        (is (= "NICK THE GREEK 600 VISTA WAY"
+               (str (:customer-identifier result) " " (str/trim (:account-number result)))))
+        ;; Total is parsed as string, not number (per current behavior)
+        (is (= "23.22" (:total result)))))))