feat(sales): initial Parquet migration infrastructure

- Add DuckDB/S3 parquet storage layer (auto-ap.storage.parquet)
- Add sales_to_parquet migration script for historical data
- Add cleanup_sales for post-migration Datomic cleanup
- Add sales_orders_new.clj with DuckDB read layer for SSR views
- Add test scaffolding for parquet storage
- Add plan document for move-detailed-sales-to-parquet

feat(sales): redirect production and read flows to Parquet/DuckDB

- U3: Square production (upsert) now buffers to parquet via flatten-order-to-parquet!
- U3: EzCater core import-order now buffers to parquet instead of Datomic transact
- U3: EzCater XLS upload-xls now buffers to parquet instead of audit-transact
- U4: Rewrite sales_orders.clj to read from DuckDB via pq/get-sales-orders
- U5: Rewrite sales_summaries to use parquet aggregation functions
  - get-payment-items-parquet, get-discounts-parquet, get-refund-items-parquet
  - get-tax-parquet, get-tip-parquet, get-sales-parquet
- Add sum-* aggregation functions to storage/sales_summaries.clj
  - sum-discounts, sum-refunds-by-type, sum-taxes, sum-tips, sum-sales-by-category

.claude/skills/clojure-eval/SKILL.md

@@ -0,0 +1,174 @@
+---
+name: clojure-eval
+description: Evaluate Clojure code via nREPL using clj-nrepl-eval. Use this when you need to test code, check if edited files compile, verify function behavior, or interact with a running REPL session.
+---
+
+# Clojure REPL Evaluation
+
+## When to Use This Skill
+
+Use this skill when you need to:
+- **Verify that edited Clojure files compile and load correctly**
+- Test function behavior interactively
+- Check the current state of the REPL
+- Debug code by evaluating expressions
+- Require or load namespaces for testing
+- Validate that code changes work before committing
+
+## How It Works
+
+The `clj-nrepl-eval` command evaluates Clojure code against an nREPL server. **Session state persists between evaluations**, so you can require a namespace in one evaluation and use it in subsequent calls. Each host:port combination maintains its own session file.
+
+## Instructions
+
+### 0. Discover and select nREPL server
+
+First, discover what nREPL servers are running in the current directory:
+
+```bash
+clj-nrepl-eval --discover-ports
+```
+
+This will show all nREPL servers (Clojure, Babashka, shadow-cljs, etc.) running in the current project directory.
+
+**Then use the AskUserQuestion tool:**
+
+- **If ports are discovered:** Prompt user to select which nREPL port to use:
+  - **question:** "Which nREPL port would you like to use?"
+  - **header:** "nREPL Port"
+  - **options:** Present each discovered port as an option with:
+    - **label:** The port number 
+    - **description:** The server type and status (e.g., "Clojure nREPL server in current directory")
+  - Include up to 4 discovered ports as options
+  - The user can select "Other" to enter a custom port number
+
+- **If no ports are discovered:** Prompt user how to start an nREPL server:
+  - **question:** "No nREPL servers found. How would you like to start one?"
+  - **header:** "Start nREPL"
+  - **options:**
+    - **label:** "deps.edn alias", **description:** "Find and use an nREPL alias in deps.edn"
+    - **label:** "Leiningen", **description:** "Start nREPL using 'lein repl'"
+  - The user can select "Other" for alternative methods or if they already have a server running on a specific port
+
+IMPORTANT: IF you start a REPL do not supply a port let the nREPL start and return the port that it was started on.
+
+### 1. Evaluate Clojure Code
+
+> Evaluation automatically connects to the given port
+
+Use the `-p` flag to specify the port and pass your Clojure code.
+
+**Recommended: Pass code as a command-line argument:**
+```bash
+clj-nrepl-eval -p <PORT> "(+ 1 2 3)"
+```
+
+**For multiple expressions (single line):**
+```bash
+clj-nrepl-eval -p <PORT> "(def x 10) (+ x 20)"
+```
+
+**Alternative: Using heredoc (may require permission approval for multiline commands):**
+```bash
+clj-nrepl-eval -p <PORT> <<'EOF'
+(def x 10)
+(+ x 20)
+EOF
+```
+
+**Alternative: Via stdin pipe:**
+```bash
+echo "(+ 1 2 3)" | clj-nrepl-eval -p <PORT>
+```
+
+### 2. Display nREPL Sessions
+
+**Discover all nREPL servers in current directory:**
+```bash
+clj-nrepl-eval --discover-ports
+```
+Shows all running nREPL servers in the current project directory, including their type (clj/bb/basilisp) and whether they match the current working directory.
+
+**Check previously connected sessions:**
+```bash
+clj-nrepl-eval --connected-ports
+```
+Shows only connections you have made before (appears after first evaluation on a port).
+
+### 3. Common Patterns
+
+**Require a namespace (always use :reload to pick up changes):**
+```bash
+clj-nrepl-eval -p <PORT> "(require '[my.namespace :as ns] :reload)"
+```
+
+**Test a function after requiring:**
+```bash
+clj-nrepl-eval -p <PORT> "(ns/my-function arg1 arg2)"
+```
+
+**Check if a file compiles:**
+```bash
+clj-nrepl-eval -p <PORT> "(require 'my.namespace :reload)"
+```
+
+**Multiple expressions:**
+```bash
+clj-nrepl-eval -p <PORT> "(def x 10) (* x 2) (+ x 5)"
+```
+
+**Complex multiline code (using heredoc):**
+```bash
+clj-nrepl-eval -p <PORT> <<'EOF'
+(def x 10)
+(* x 2)
+(+ x 5)
+EOF
+```
+*Note: Heredoc syntax may require permission approval.*
+
+**With custom timeout (in milliseconds):**
+```bash
+clj-nrepl-eval -p <PORT> --timeout 5000 "(long-running-fn)"
+```
+
+**Reset the session (clears all state):**
+```bash
+clj-nrepl-eval -p <PORT> --reset-session
+clj-nrepl-eval -p <PORT> --reset-session "(def x 1)"
+```
+
+## Available Options
+
+- `-p, --port PORT` - nREPL port (required)
+- `-H, --host HOST` - nREPL host (default: 127.0.0.1)
+- `-t, --timeout MILLISECONDS` - Timeout (default: 120000 = 2 minutes)
+- `-r, --reset-session` - Reset the persistent nREPL session
+- `-c, --connected-ports` - List previously connected nREPL sessions
+- `-d, --discover-ports` - Discover nREPL servers in current directory
+- `-h, --help` - Show help message
+
+## Important Notes
+
+- **Prefer command-line arguments:** Pass code as quoted strings: `clj-nrepl-eval -p <PORT> "(+ 1 2 3)"` - works with existing permissions
+- **Heredoc for complex code:** Use heredoc (`<<'EOF' ... EOF`) for truly multiline code, but note it may require permission approval
+- **Sessions persist:** State (vars, namespaces, loaded libraries) persists across invocations until the nREPL server restarts or `--reset-session` is used
+- **Automatic delimiter repair:** The tool automatically repairs missing or mismatched parentheses
+- **Always use :reload:** When requiring namespaces, use `:reload` to pick up recent changes
+- **Default timeout:** 2 minutes (120000ms) - increase for long-running operations
+- **Input precedence:** Command-line arguments take precedence over stdin
+
+## Typical Workflow
+
+1. Discover nREPL servers: `clj-nrepl-eval --discover-ports`
+2. Use **AskUserQuestion** tool to prompt user to select a port
+3. Require namespace:
+   ```bash
+   clj-nrepl-eval -p <PORT> "(require '[my.ns :as ns] :reload)"
+   ```
+4. Test function:
+   ```bash
+   clj-nrepl-eval -p <PORT> "(ns/my-fn ...)"
+   ```
+5. Iterate: Make changes, re-require with `:reload`, test again
+

.claude/skills/clojure-eval/examples.md

@@ -0,0 +1,82 @@
+# clj-nrepl-eval Examples
+
+## Discovery
+
+```bash
+clj-nrepl-eval --connected-ports
+```
+
+## Heredoc for Multiline Code
+
+```bash
+clj-nrepl-eval -p 7888 <<'EOF'
+(defn greet [name]
+  (str "Hello, " name "!"))
+
+(greet "Claude")
+EOF
+```
+
+### Heredoc Simplifies String Escaping
+
+Heredoc avoids shell escaping issues with quotes, backslashes, and special characters:
+
+```bash
+# With heredoc - no escaping needed
+clj-nrepl-eval -p 7888 <<'EOF'
+(def regex #"\\d{3}-\\d{4}")
+(def message "She said \"Hello!\" and waved")
+(def path "C:\\Users\\name\\file.txt")
+(println message)
+EOF
+
+# Without heredoc - requires complex escaping
+clj-nrepl-eval -p 7888 "(def message \"She said \\\"Hello!\\\" and waved\")"
+```
+
+## Working with Project Namespaces
+
+```bash
+# Test a function after requiring
+clj-nrepl-eval -p 7888 <<'EOF'
+(require '[clojure-mcp-light.delimiter-repair :as dr] :reload)
+(dr/delimiter-error? "(defn foo [x]")
+EOF
+```
+
+## Verify Compilation After Edit
+
+```bash
+# If this returns nil, the file compiled successfully
+clj-nrepl-eval -p 7888 "(require 'clojure-mcp-light.hook :reload)"
+```
+
+## Session Management
+
+```bash
+# Reset session if state becomes corrupted
+clj-nrepl-eval -p 7888 --reset-session
+```
+
+## Common Workflow Patterns
+
+### Load, Test, Iterate
+
+```bash
+# After editing a file, reload and test in one command
+clj-nrepl-eval -p 7888 <<'EOF'
+(require '[my.namespace :as ns] :reload)
+(ns/my-function test-data)
+EOF
+```
+
+### Run Tests After Changes
+
+```bash
+clj-nrepl-eval -p 7888 <<'EOF'
+(require '[my.project.core :as core] :reload)
+(require '[my.project.core-test :as test] :reload)
+(clojure.test/run-tests 'my.project.core-test)
+EOF
+```
+

.claude/skills/invoice-template-creator/SKILL.md

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+---
+name: invoice-template-creator
+description: This skill creates PDF invoice parsing templates for the Integreat system. It should be used when adding support for a new vendor invoice format that needs to be automatically parsed.
+license: Complete terms in LICENSE.txt
+---
+
+# Invoice Template Creator
+
+This skill automates the creation of invoice parsing templates for the Integreat system. It generates both the template definition and a corresponding test file based on a sample PDF invoice.
+
+## When to Use This Skill
+
+Use this skill when you need to add support for a new vendor invoice format that cannot be parsed by existing templates. This typically happens when:
+
+- A new vendor sends invoices in a unique format
+- An existing vendor changes their invoice layout
+- You encounter an invoice that fails to parse with current templates
+
+## Prerequisites
+
+Before using this skill, ensure you have:
+
+1. A sample PDF invoice file placed in `dev-resources/` directory
+2. Identified the vendor name
+3. Identified unique text patterns in the invoice (phone numbers, addresses, etc.) that can distinguish this vendor
+4. Know the expected values for key fields (invoice number, date, customer name, total)
+
+## Usage Workflow
+
+### Step 1: Analyze the PDF
+
+First, extract and analyze the PDF text to understand its structure:
+
+```bash
+pdftotext -layout "dev-resources/FILENAME.pdf" -
+```
+
+Look for:
+- **Vendor identifiers**: Phone numbers, addresses, or unique text that identifies this vendor
+- **Field patterns**: How invoice number, date, customer name, and total appear in the text
+- **Layout quirks**: Multi-line fields, special formatting, or unusual spacing
+
+### Step 2: Define Expected Values
+
+Document the expected values for each field:
+
+| Field | Expected Value | Notes |
+|-------|---------------|-------|
+| Vendor Name | "Vendor Name" | Company name as it should appear |
+| Invoice Number | "12345" | The invoice identifier |
+| Date | "01/15/26" | Format found in PDF |
+| Customer Name | "Customer Name" | As it appears on invoice |
+| Customer Address | "123 Main St" | Street address if available |
+| Total | "100.00" | Amount |
+
+### Step 3: Create the Template and Test
+
+The skill will:
+
+1. **Create a test file** at `test/clj/auto_ap/parse/templates_test.clj` (or add to existing)
+   - Test parses the PDF file
+   - Verifies all expected values are extracted correctly
+   - Follows existing test patterns
+
+2. **Add template to** `src/clj/auto_ap/parse/templates.clj`
+   - Adds entry to `pdf-templates` vector
+   - Includes:
+     - `:vendor` - Vendor name
+     - `:keywords` - Regex patterns to identify this vendor (must match all)
+     - `:extract` - Regex patterns for each field
+     - `:parser` - Optional date/number parsers
+
+### Step 4: Iterative Refinement
+
+Run the test to see if it passes:
+
+```bash
+lein test auto-ap.parse.templates-test
+```
+
+If it fails, examine the debug output and refine the regex patterns. Common issues:
+
+- **Template doesn't match**: Keywords don't actually appear in the PDF text
+- **Field is nil**: Regex capture group doesn't match the actual text format
+- **Wrong value captured**: Regex is too greedy or matches wrong text
+
+## Template Structure Reference
+
+### Basic Template Format
+
+```clojure
+{:vendor "Vendor Name"
+ :keywords [#"unique-pattern-1" #"unique-pattern-2"]
+ :extract {:invoice-number #"Invoice\s+#\s+(\d+)"
+           :date #"Date:\s+(\d{2}/\d{2}/\d{2})"
+           :customer-identifier #"Bill To:\s+([A-Za-z\s]+)"
+           :total #"Total:\s+\$([\d,]+\.\d{2})"}
+ :parser {:date [:clj-time "MM/dd/yy"]
+          :total [:trim-commas nil]}}
+```
+
+### Field Extraction Patterns
+
+**Invoice Number:**
+- Look for: `"Invoice #12345"` or `"INV: 12345"`
+- Pattern: `#"Invoice\s*#?\s*(\d+)"` or `#"INV:\s*(\d+)"`
+
+**Date:**
+- Common formats: `"01/15/26"`, `"Jan 15, 2026"`, `"2026-01-15"`
+- Pattern: `#"(\d{2}/\d{2}/\d{2})"` for MM/dd/yy
+- Parser: `:date [:clj-time "MM/dd/yy"]`
+
+**Customer Identifier:**
+- Look for: `"Bill To: Customer Name"` or `"Sold To: Customer Name"`
+- Pattern: `#"Bill To:\s+([A-Za-z\s]+?)(?=\s{2,}|\n)"`
+- Use non-greedy `+?` and lookahead `(?=...)` to stop at boundaries
+
+**Total:**
+- Look for: `"Total: $100.00"` or `"Amount Due: 100.00"`
+- Pattern: `#"Total:\s+\$?([\d,]+\.\d{2})"`
+- Parser: `:total [:trim-commas nil]` removes commas
+
+### Advanced Patterns
+
+**Multi-line customer address:**
+When customer info spans multiple lines (name + address):
+
+```clojure
+: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)"
+```
+
+The `(?s)` flag makes `.` match newlines. Use non-greedy `+?` and lookaheads `(?=...)` to capture clean values.
+
+**Multiple date formats:**
+
+```clojure
+:parser {:date [:clj-time ["MM/dd/yy" "yyyy-MM-dd"]]}
+```
+
+**Credit memos (negative amounts):**
+
+```clojure
+:parser {:total [:trim-commas-and-negate nil]}
+```
+
+## Testing Best Practices
+
+1. IMPORTANT, CRITICAL!! **Start with a failing test** - Define expected values before implementing
+2. **Test actual PDF parsing** - Use `parse-file` or `parse` with real PDF text
+3. **Verify each field individually** - Separate assertions for clarity
+4. **Handle date comparisons carefully** - Compare year/month/day separately if needed
+5. **Use `str/trim`** - Account for extra whitespace in extracted values
+
+## Example Test Structure
+
+```clojure
+(deftest parse-vendor-invoice-12345
+  (testing "Should parse Vendor invoice with expected values"
+    (let [results (sut/parse-file (io/file "dev-resources/INVOICE.pdf")
+                                  "INVOICE.pdf")
+          result (first results)]
+      (is (some? results) "Should return results")
+      (is (some? result) "Template should match")
+      (when result
+        (is (= "Vendor Name" (:vendor-code result)))
+        (is (= "12345" (:invoice-number result)))
+        (is (= "Customer Name" (:customer-identifier result)))
+        (is (= "100.00" (:total result)))))))
+```
+
+## Common Pitfalls
+
+1. **Keywords must all match** - Every pattern in `:keywords` must be found in the PDF
+2. **Capture groups required** - Regexes need `()` to extract values
+3. **PDF text != visual text** - Layout may differ from what you see visually
+4. **Greedy quantifiers** - Use `+?` instead of `+` to avoid over-matching
+5. **Case sensitivity** - Regex is case-sensitive unless you use `(?i)` flag
+
+## Post-Creation Checklist
+
+After creating the template:
+
+- [ ] Test passes: `lein test auto-ap.parse.templates-test`
+- [ ] Format is correct: `lein cljfmt check`
+- [ ] Code compiles: `lein check`
+- [ ] Template is in correct position in `pdf-templates` vector
+- [ ] Keywords uniquely identify this vendor (won't match other templates)
+- [ ] Test file follows naming conventions
+
+## Integration with Workflow
+
+This skill is typically used as part of a larger workflow:
+
+1. User provides PDF and requirements
+2. This skill creates template and test
+3. User reviews and refines if needed
+4. Test is run to verify extraction
+5. Code is committed
+
+The skill ensures consistency with existing patterns and reduces manual boilerplate when adding new vendor support.

.claude/skills/invoice-template-creator/references/examples.md

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+# Invoice Template Examples
+
+## Simple Single Invoice
+
+```clojure
+{:vendor "Gstar Seafood"
+ :keywords [#"G Star Seafood"]
+ :extract {:total #"Total\s{2,}([\d\-,]+\.\d{2,2}+)"
+           :customer-identifier #"(.*?)(?:\s+)Invoice #"
+           :date #"Invoice Date\s{2,}([0-9]+/[0-9]+/[0-9]+)"
+           :invoice-number #"Invoice #\s+(\d+)"}
+ :parser {:date [:clj-time "MM/dd/yyyy"]
+          :total [:trim-commas nil]}}
+```
+
+## Multi-Invoice Statement
+
+```clojure
+{:vendor "Southbay Fresh Produce"
+ :keywords [#"(SOUTH BAY FRESH PRODUCE|SOUTH BAY PRODUCE)"]
+ :extract {:date #"^([0-9]+/[0-9]+/[0-9]+)"
+           :customer-identifier #"To:[^\n]*\n\s+([A-Za-z' ]+)\s{2}"
+           :invoice-number #"INV #\/(\d+)"
+           :total #"\$([0-9.]+)\."}
+ :parser {:date [:clj-time "MM/dd/yyyy"]}
+ :multi #"\n"
+ :multi-match? #"^[0-9]+/[0-9]+/[0-9]+\s+INV "}
+```
+
+## Customer with Address (Multi-line)
+
+```clojure
+{: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]}}
+```
+
+## Credit Memo (Negative Amounts)
+
+```clojure
+{:vendor "General Produce Company"
+ :keywords [#"916-552-6495"]
+ :extract {:date #"DATE.*\n.*\n.*?([0-9]+/[0-9]+/[0-9]+)"
+           :invoice-number #"CREDIT NO.*\n.*\n.*?(\d{5,}?)\s+"
+           :account-number #"CUST NO.*\n.*\n\s+(\d+)"
+           :total #"TOTAL:\s+\|\s*(.*)"}
+ :parser {:date [:clj-time "MM/dd/yy"]
+          :total [:trim-commas-and-negate nil]}}
+```
+
+## Complex Date Parsing
+
+```clojure
+{:vendor "Ben E. Keith"
+ :keywords [#"BEN E. KEITH"]
+ :extract {:date #"Customer No Mo Day Yr.*?\n.*?\d{5,}\s{2,}(\d+\s+\d+\s+\d+)"
+           :customer-identifier #"Customer No Mo Day Yr.*?\n.*?(\d{5,})"
+           :invoice-number #"Invoice No.*?\n.*?(\d{8,})"
+           :total #"Total Invoice.*?\n.*?([\-]?[0-9]+\.[0-9]{2,})"}
+ :parser {:date [:month-day-year nil]
+          :total [:trim-commas-and-negate nil]}}
+```
+
+## Multiple Date Formats
+
+```clojure
+{:vendor "RNDC"
+ :keywords [#"P.O.Box 743564"]
+ :extract {:date #"(?:INVOICE|CREDIT) DATE\n(?:.*?)(\S+)\n"
+           :account-number #"Store Number:\s+(\d+)"
+           :invoice-number #"(?:INVOICE|CREDIT) DATE\n(?:.*?)\s{2,}(\d+?)\s+\S+\n"
+           :total #"Net Amount(?:.*\n){4}(?:.*?)([\-]?[0-9\.]+)\n"}
+ :parser {:date [:clj-time ["MM/dd/yy" "dd-MMM-yy"]]
+          :total [:trim-commas-and-negate nil]}}
+```
+
+## Common Regex Patterns
+
+### Phone Numbers
+```clojure
+#"\(?[0-9]{3}\)?[-.\s]?[0-9]{3}[-.\s]?[0-9]{4}"
+```
+
+### Dollar Amounts
+```clojure
+#"\$?([0-9,]+\.[0-9]{2})"
+```
+
+### Dates (MM/dd/yy)
+```clojure
+#"([0-9]{2}/[0-9]{2}/[0-9]{2})"
+```
+
+### Dates (MM/dd/yyyy)
+```clojure
+#"([0-9]{2}/[0-9]{2}/[0-9]{4})"
+```
+
+### Multi-line Text (dotall mode)
+```clojure
+#"(?s)start.*?end"
+```
+
+### Non-greedy Match
+```clojure
+#"(pattern.+?)"
+```
+
+### Lookahead Boundary
+```clojure
+#"value(?=\s{2,}|\n)"
+```
+
+## Field Extraction Strategies
+
+### 1. Simple Line-based
+Use `[^\n]*` to match until end of line:
+```clojure
+#"Invoice:\s+([^\n]+)"
+```
+
+### 2. Whitespace Boundary
+Use `(?=\s{2,}|\n)` to stop at multiple spaces or newline:
+```clojure
+#"Customer:\s+(.+?)(?=\s{2,}|\n)"
+```
+
+### 3. Specific Marker
+Match until a specific pattern is found:
+```clojure
+#"(?s)Start(.*?)End"
+```
+
+### 4. Multi-part Extraction
+Use multiple capture groups for related fields:
+```clojure
+#"Date:\s+(\d{2})/(\d{2})/(\d{2})"
+```
+
+## Parser Options
+
+### Date Parsers
+- `[:clj-time "MM/dd/yyyy"]` - Standard US date
+- `[:clj-time "MM/dd/yy"]` - 2-digit year
+- `[:clj-time "MMM dd, yyyy"]` - Named month
+- `[:clj-time ["MM/dd/yy" "yyyy-MM-dd"]]` - Multiple formats
+- `[:month-day-year nil]` - Space-separated (1 15 26)
+
+### Number Parsers
+- `[:trim-commas nil]` - Remove commas from numbers
+- `[:trim-commas-and-negate nil]` - Handle negative/credit amounts
+- `[:trim-commas-and-remove-dollars nil]` - Remove $ and commas
+- `nil` - No parsing, return raw string
+
+## Testing Patterns
+
+### Basic Test Structure
+```clojure
+(deftest parse-vendor-invoice
+  (testing "Should parse vendor invoice"
+    (let [results (sut/parse-file (io/file "dev-resources/INVOICE.pdf")
+                                  "INVOICE.pdf")
+          result (first results)]
+      (is (some? result))
+      (is (= "Vendor" (:vendor-code result)))
+      (is (= "12345" (:invoice-number result))))))
+```
+
+### Date Testing
+```clojure
+(let [d (:date result)]
+  (is (= 2026 (time/year d)))
+  (is (= 1 (time/month d)))
+  (is (= 15 (time/day d))))
+```
+
+### Multi-field Verification
+```clojure
+(is (= "Expected Name" (:customer-identifier result)))
+(is (= "Expected Street" (str/trim (:account-number result))))
+(is (= "Expected City, ST 12345" (str/trim (:location result))))
+```

.gitattributes

@@ -0,0 +1,3 @@
+
+# Use bd merge for beads JSONL files
+.beads/issues.jsonl merge=beads

.opencode/skills/clojure-eval/SKILL.md

@@ -0,0 +1,174 @@
+---
+name: clojure-eval
+description: Evaluate Clojure code via nREPL using clj-nrepl-eval. Use this when you need to test code, check if edited files compile, verify function behavior, or interact with a running REPL session.
+---
+
+# Clojure REPL Evaluation
+
+## When to Use This Skill
+
+Use this skill when you need to:
+- **Verify that edited Clojure files compile and load correctly**
+- Test function behavior interactively
+- Check the current state of the REPL
+- Debug code by evaluating expressions
+- Require or load namespaces for testing
+- Validate that code changes work before committing
+
+## How It Works
+
+The `clj-nrepl-eval` command evaluates Clojure code against an nREPL server. **Session state persists between evaluations**, so you can require a namespace in one evaluation and use it in subsequent calls. Each host:port combination maintains its own session file.
+
+## Instructions
+
+### 0. Discover and select nREPL server
+
+First, discover what nREPL servers are running in the current directory:
+
+```bash
+clj-nrepl-eval --discover-ports
+```
+
+This will show all nREPL servers (Clojure, Babashka, shadow-cljs, etc.) running in the current project directory.
+
+**Then use the AskUserQuestion tool:**
+
+- **If ports are discovered:** Prompt user to select which nREPL port to use:
+  - **question:** "Which nREPL port would you like to use?"
+  - **header:** "nREPL Port"
+  - **options:** Present each discovered port as an option with:
+    - **label:** The port number 
+    - **description:** The server type and status (e.g., "Clojure nREPL server in current directory")
+  - Include up to 4 discovered ports as options
+  - The user can select "Other" to enter a custom port number
+
+- **If no ports are discovered:** Prompt user how to start an nREPL server:
+  - **question:** "No nREPL servers found. How would you like to start one?"
+  - **header:** "Start nREPL"
+  - **options:**
+    - **label:** "deps.edn alias", **description:** "Find and use an nREPL alias in deps.edn"
+    - **label:** "Leiningen", **description:** "Start nREPL using 'lein repl'"
+  - The user can select "Other" for alternative methods or if they already have a server running on a specific port
+
+IMPORTANT: IF you start a REPL do not supply a port let the nREPL start and return the port that it was started on.
+
+### 1. Evaluate Clojure Code
+
+> Evaluation automatically connects to the given port
+
+Use the `-p` flag to specify the port and pass your Clojure code.
+
+**Recommended: Pass code as a command-line argument:**
+```bash
+clj-nrepl-eval -p <PORT> "(+ 1 2 3)"
+```
+
+**For multiple expressions (single line):**
+```bash
+clj-nrepl-eval -p <PORT> "(def x 10) (+ x 20)"
+```
+
+**Alternative: Using heredoc (may require permission approval for multiline commands):**
+```bash
+clj-nrepl-eval -p <PORT> <<'EOF'
+(def x 10)
+(+ x 20)
+EOF
+```
+
+**Alternative: Via stdin pipe:**
+```bash
+echo "(+ 1 2 3)" | clj-nrepl-eval -p <PORT>
+```
+
+### 2. Display nREPL Sessions
+
+**Discover all nREPL servers in current directory:**
+```bash
+clj-nrepl-eval --discover-ports
+```
+Shows all running nREPL servers in the current project directory, including their type (clj/bb/basilisp) and whether they match the current working directory.
+
+**Check previously connected sessions:**
+```bash
+clj-nrepl-eval --connected-ports
+```
+Shows only connections you have made before (appears after first evaluation on a port).
+
+### 3. Common Patterns
+
+**Require a namespace (always use :reload to pick up changes):**
+```bash
+clj-nrepl-eval -p <PORT> "(require '[my.namespace :as ns] :reload)"
+```
+
+**Test a function after requiring:**
+```bash
+clj-nrepl-eval -p <PORT> "(ns/my-function arg1 arg2)"
+```
+
+**Check if a file compiles:**
+```bash
+clj-nrepl-eval -p <PORT> "(require 'my.namespace :reload)"
+```
+
+**Multiple expressions:**
+```bash
+clj-nrepl-eval -p <PORT> "(def x 10) (* x 2) (+ x 5)"
+```
+
+**Complex multiline code (using heredoc):**
+```bash
+clj-nrepl-eval -p <PORT> <<'EOF'
+(def x 10)
+(* x 2)
+(+ x 5)
+EOF
+```
+*Note: Heredoc syntax may require permission approval.*
+
+**With custom timeout (in milliseconds):**
+```bash
+clj-nrepl-eval -p <PORT> --timeout 5000 "(long-running-fn)"
+```
+
+**Reset the session (clears all state):**
+```bash
+clj-nrepl-eval -p <PORT> --reset-session
+clj-nrepl-eval -p <PORT> --reset-session "(def x 1)"
+```
+
+## Available Options
+
+- `-p, --port PORT` - nREPL port (required)
+- `-H, --host HOST` - nREPL host (default: 127.0.0.1)
+- `-t, --timeout MILLISECONDS` - Timeout (default: 120000 = 2 minutes)
+- `-r, --reset-session` - Reset the persistent nREPL session
+- `-c, --connected-ports` - List previously connected nREPL sessions
+- `-d, --discover-ports` - Discover nREPL servers in current directory
+- `-h, --help` - Show help message
+
+## Important Notes
+
+- **Prefer command-line arguments:** Pass code as quoted strings: `clj-nrepl-eval -p <PORT> "(+ 1 2 3)"` - works with existing permissions
+- **Heredoc for complex code:** Use heredoc (`<<'EOF' ... EOF`) for truly multiline code, but note it may require permission approval
+- **Sessions persist:** State (vars, namespaces, loaded libraries) persists across invocations until the nREPL server restarts or `--reset-session` is used
+- **Automatic delimiter repair:** The tool automatically repairs missing or mismatched parentheses
+- **Always use :reload:** When requiring namespaces, use `:reload` to pick up recent changes
+- **Default timeout:** 2 minutes (120000ms) - increase for long-running operations
+- **Input precedence:** Command-line arguments take precedence over stdin
+
+## Typical Workflow
+
+1. Discover nREPL servers: `clj-nrepl-eval --discover-ports`
+2. Use **AskUserQuestion** tool to prompt user to select a port
+3. Require namespace:
+   ```bash
+   clj-nrepl-eval -p <PORT> "(require '[my.ns :as ns] :reload)"
+   ```
+4. Test function:
+   ```bash
+   clj-nrepl-eval -p <PORT> "(ns/my-fn ...)"
+   ```
+5. Iterate: Make changes, re-require with `:reload`, test again
+

.opencode/skills/clojure-eval/examples.md

@@ -0,0 +1,82 @@
+# clj-nrepl-eval Examples
+
+## Discovery
+
+```bash
+clj-nrepl-eval --connected-ports
+```
+
+## Heredoc for Multiline Code
+
+```bash
+clj-nrepl-eval -p 7888 <<'EOF'
+(defn greet [name]
+  (str "Hello, " name "!"))
+
+(greet "Claude")
+EOF
+```
+
+### Heredoc Simplifies String Escaping
+
+Heredoc avoids shell escaping issues with quotes, backslashes, and special characters:
+
+```bash
+# With heredoc - no escaping needed
+clj-nrepl-eval -p 7888 <<'EOF'
+(def regex #"\\d{3}-\\d{4}")
+(def message "She said \"Hello!\" and waved")
+(def path "C:\\Users\\name\\file.txt")
+(println message)
+EOF
+
+# Without heredoc - requires complex escaping
+clj-nrepl-eval -p 7888 "(def message \"She said \\\"Hello!\\\" and waved\")"
+```
+
+## Working with Project Namespaces
+
+```bash
+# Test a function after requiring
+clj-nrepl-eval -p 7888 <<'EOF'
+(require '[clojure-mcp-light.delimiter-repair :as dr] :reload)
+(dr/delimiter-error? "(defn foo [x]")
+EOF
+```
+
+## Verify Compilation After Edit
+
+```bash
+# If this returns nil, the file compiled successfully
+clj-nrepl-eval -p 7888 "(require 'clojure-mcp-light.hook :reload)"
+```
+
+## Session Management
+
+```bash
+# Reset session if state becomes corrupted
+clj-nrepl-eval -p 7888 --reset-session
+```
+
+## Common Workflow Patterns
+
+### Load, Test, Iterate
+
+```bash
+# After editing a file, reload and test in one command
+clj-nrepl-eval -p 7888 <<'EOF'
+(require '[my.namespace :as ns] :reload)
+(ns/my-function test-data)
+EOF
+```
+
+### Run Tests After Changes
+
+```bash
+clj-nrepl-eval -p 7888 <<'EOF'
+(require '[my.project.core :as core] :reload)
+(require '[my.project.core-test :as test] :reload)
+(clojure.test/run-tests 'my.project.core-test)
+EOF
+```
+

.opencode/skills/invoice-template-creator/SKILL.md

@@ -0,0 +1,201 @@
+---
+name: invoice-template-creator
+description: This skill creates PDF invoice parsing templates for the Integreat system. It should be used when adding support for a new vendor invoice format that needs to be automatically parsed.
+license: Complete terms in LICENSE.txt
+---
+
+# Invoice Template Creator
+
+This skill automates the creation of invoice parsing templates for the Integreat system. It generates both the template definition and a corresponding test file based on a sample PDF invoice.
+
+## When to Use This Skill
+
+Use this skill when you need to add support for a new vendor invoice format that cannot be parsed by existing templates. This typically happens when:
+
+- A new vendor sends invoices in a unique format
+- An existing vendor changes their invoice layout
+- You encounter an invoice that fails to parse with current templates
+
+## Prerequisites
+
+Before using this skill, ensure you have:
+
+1. A sample PDF invoice file placed in `dev-resources/` directory
+2. Identified the vendor name
+3. Identified unique text patterns in the invoice (phone numbers, addresses, etc.) that can distinguish this vendor
+4. Know the expected values for key fields (invoice number, date, customer name, total)
+
+## Usage Workflow
+
+### Step 1: Analyze the PDF
+
+First, extract and analyze the PDF text to understand its structure:
+
+```bash
+pdftotext -layout "dev-resources/FILENAME.pdf" -
+```
+
+Look for:
+- **Vendor identifiers**: Phone numbers, addresses, or unique text that identifies this vendor
+- **Field patterns**: How invoice number, date, customer name, and total appear in the text
+- **Layout quirks**: Multi-line fields, special formatting, or unusual spacing
+
+### Step 2: Define Expected Values
+
+Document the expected values for each field:
+
+| Field | Expected Value | Notes |
+|-------|---------------|-------|
+| Vendor Name | "Vendor Name" | Company name as it should appear |
+| Invoice Number | "12345" | The invoice identifier |
+| Date | "01/15/26" | Format found in PDF |
+| Customer Name | "Customer Name" | As it appears on invoice |
+| Customer Address | "123 Main St" | Street address if available |
+| Total | "100.00" | Amount |
+
+### Step 3: Create the Template and Test
+
+The skill will:
+
+1. **Create a test file** at `test/clj/auto_ap/parse/templates_test.clj` (or add to existing)
+   - Test parses the PDF file
+   - Verifies all expected values are extracted correctly
+   - Follows existing test patterns
+
+2. **Add template to** `src/clj/auto_ap/parse/templates.clj`
+   - Adds entry to `pdf-templates` vector
+   - Includes:
+     - `:vendor` - Vendor name
+     - `:keywords` - Regex patterns to identify this vendor (must match all)
+     - `:extract` - Regex patterns for each field
+     - `:parser` - Optional date/number parsers
+
+### Step 4: Iterative Refinement
+
+Run the test to see if it passes:
+
+```bash
+lein test auto-ap.parse.templates-test
+```
+
+If it fails, examine the debug output and refine the regex patterns. Common issues:
+
+- **Template doesn't match**: Keywords don't actually appear in the PDF text
+- **Field is nil**: Regex capture group doesn't match the actual text format
+- **Wrong value captured**: Regex is too greedy or matches wrong text
+
+## Template Structure Reference
+
+### Basic Template Format
+
+```clojure
+{:vendor "Vendor Name"
+ :keywords [#"unique-pattern-1" #"unique-pattern-2"]
+ :extract {:invoice-number #"Invoice\s+#\s+(\d+)"
+           :date #"Date:\s+(\d{2}/\d{2}/\d{2})"
+           :customer-identifier #"Bill To:\s+([A-Za-z\s]+)"
+           :total #"Total:\s+\$([\d,]+\.\d{2})"}
+ :parser {:date [:clj-time "MM/dd/yy"]
+          :total [:trim-commas nil]}}
+```
+
+### Field Extraction Patterns
+
+**Invoice Number:**
+- Look for: `"Invoice #12345"` or `"INV: 12345"`
+- Pattern: `#"Invoice\s*#?\s*(\d+)"` or `#"INV:\s*(\d+)"`
+
+**Date:**
+- Common formats: `"01/15/26"`, `"Jan 15, 2026"`, `"2026-01-15"`
+- Pattern: `#"(\d{2}/\d{2}/\d{2})"` for MM/dd/yy
+- Parser: `:date [:clj-time "MM/dd/yy"]`
+
+**Customer Identifier:**
+- Look for: `"Bill To: Customer Name"` or `"Sold To: Customer Name"`
+- Pattern: `#"Bill To:\s+([A-Za-z\s]+?)(?=\s{2,}|\n)"`
+- Use non-greedy `+?` and lookahead `(?=...)` to stop at boundaries
+
+**Total:**
+- Look for: `"Total: $100.00"` or `"Amount Due: 100.00"`
+- Pattern: `#"Total:\s+\$?([\d,]+\.\d{2})"`
+- Parser: `:total [:trim-commas nil]` removes commas
+
+### Advanced Patterns
+
+**Multi-line customer address:**
+When customer info spans multiple lines (name + address):
+
+```clojure
+: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)"
+```
+
+The `(?s)` flag makes `.` match newlines. Use non-greedy `+?` and lookaheads `(?=...)` to capture clean values.
+
+**Multiple date formats:**
+
+```clojure
+:parser {:date [:clj-time ["MM/dd/yy" "yyyy-MM-dd"]]}
+```
+
+**Credit memos (negative amounts):**
+
+```clojure
+:parser {:total [:trim-commas-and-negate nil]}
+```
+
+## Testing Best Practices
+
+1. IMPORTANT, CRITICAL!! **Start with a failing test** - Define expected values before implementing
+2. **Test actual PDF parsing** - Use `parse-file` or `parse` with real PDF text
+3. **Verify each field individually** - Separate assertions for clarity
+4. **Handle date comparisons carefully** - Compare year/month/day separately if needed
+5. **Use `str/trim`** - Account for extra whitespace in extracted values
+
+## Example Test Structure
+
+```clojure
+(deftest parse-vendor-invoice-12345
+  (testing "Should parse Vendor invoice with expected values"
+    (let [results (sut/parse-file (io/file "dev-resources/INVOICE.pdf")
+                                  "INVOICE.pdf")
+          result (first results)]
+      (is (some? results) "Should return results")
+      (is (some? result) "Template should match")
+      (when result
+        (is (= "Vendor Name" (:vendor-code result)))
+        (is (= "12345" (:invoice-number result)))
+        (is (= "Customer Name" (:customer-identifier result)))
+        (is (= "100.00" (:total result)))))))
+```
+
+## Common Pitfalls
+
+1. **Keywords must all match** - Every pattern in `:keywords` must be found in the PDF
+2. **Capture groups required** - Regexes need `()` to extract values
+3. **PDF text != visual text** - Layout may differ from what you see visually
+4. **Greedy quantifiers** - Use `+?` instead of `+` to avoid over-matching
+5. **Case sensitivity** - Regex is case-sensitive unless you use `(?i)` flag
+
+## Post-Creation Checklist
+
+After creating the template:
+
+- [ ] Test passes: `lein test auto-ap.parse.templates-test`
+- [ ] Format is correct: `lein cljfmt check`
+- [ ] Code compiles: `lein check`
+- [ ] Template is in correct position in `pdf-templates` vector
+- [ ] Keywords uniquely identify this vendor (won't match other templates)
+- [ ] Test file follows naming conventions
+
+## Integration with Workflow
+
+This skill is typically used as part of a larger workflow:
+
+1. User provides PDF and requirements
+2. This skill creates template and test
+3. User reviews and refines if needed
+4. Test is run to verify extraction
+5. Code is committed
+
+The skill ensures consistency with existing patterns and reduces manual boilerplate when adding new vendor support.

.opencode/skills/invoice-template-creator/references/examples.md

@@ -0,0 +1,188 @@
+# Invoice Template Examples
+
+## Simple Single Invoice
+
+```clojure
+{:vendor "Gstar Seafood"
+ :keywords [#"G Star Seafood"]
+ :extract {:total #"Total\s{2,}([\d\-,]+\.\d{2,2}+)"
+           :customer-identifier #"(.*?)(?:\s+)Invoice #"
+           :date #"Invoice Date\s{2,}([0-9]+/[0-9]+/[0-9]+)"
+           :invoice-number #"Invoice #\s+(\d+)"}
+ :parser {:date [:clj-time "MM/dd/yyyy"]
+          :total [:trim-commas nil]}}
+```
+
+## Multi-Invoice Statement
+
+```clojure
+{:vendor "Southbay Fresh Produce"
+ :keywords [#"(SOUTH BAY FRESH PRODUCE|SOUTH BAY PRODUCE)"]
+ :extract {:date #"^([0-9]+/[0-9]+/[0-9]+)"
+           :customer-identifier #"To:[^\n]*\n\s+([A-Za-z' ]+)\s{2}"
+           :invoice-number #"INV #\/(\d+)"
+           :total #"\$([0-9.]+)\."}
+ :parser {:date [:clj-time "MM/dd/yyyy"]}
+ :multi #"\n"
+ :multi-match? #"^[0-9]+/[0-9]+/[0-9]+\s+INV "}
+```
+
+## Customer with Address (Multi-line)
+
+```clojure
+{: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]}}
+```
+
+## Credit Memo (Negative Amounts)
+
+```clojure
+{:vendor "General Produce Company"
+ :keywords [#"916-552-6495"]
+ :extract {:date #"DATE.*\n.*\n.*?([0-9]+/[0-9]+/[0-9]+)"
+           :invoice-number #"CREDIT NO.*\n.*\n.*?(\d{5,}?)\s+"
+           :account-number #"CUST NO.*\n.*\n\s+(\d+)"
+           :total #"TOTAL:\s+\|\s*(.*)"}
+ :parser {:date [:clj-time "MM/dd/yy"]
+          :total [:trim-commas-and-negate nil]}}
+```
+
+## Complex Date Parsing
+
+```clojure
+{:vendor "Ben E. Keith"
+ :keywords [#"BEN E. KEITH"]
+ :extract {:date #"Customer No Mo Day Yr.*?\n.*?\d{5,}\s{2,}(\d+\s+\d+\s+\d+)"
+           :customer-identifier #"Customer No Mo Day Yr.*?\n.*?(\d{5,})"
+           :invoice-number #"Invoice No.*?\n.*?(\d{8,})"
+           :total #"Total Invoice.*?\n.*?([\-]?[0-9]+\.[0-9]{2,})"}
+ :parser {:date [:month-day-year nil]
+          :total [:trim-commas-and-negate nil]}}
+```
+
+## Multiple Date Formats
+
+```clojure
+{:vendor "RNDC"
+ :keywords [#"P.O.Box 743564"]
+ :extract {:date #"(?:INVOICE|CREDIT) DATE\n(?:.*?)(\S+)\n"
+           :account-number #"Store Number:\s+(\d+)"
+           :invoice-number #"(?:INVOICE|CREDIT) DATE\n(?:.*?)\s{2,}(\d+?)\s+\S+\n"
+           :total #"Net Amount(?:.*\n){4}(?:.*?)([\-]?[0-9\.]+)\n"}
+ :parser {:date [:clj-time ["MM/dd/yy" "dd-MMM-yy"]]
+          :total [:trim-commas-and-negate nil]}}
+```
+
+## Common Regex Patterns
+
+### Phone Numbers
+```clojure
+#"\(?[0-9]{3}\)?[-.\s]?[0-9]{3}[-.\s]?[0-9]{4}"
+```
+
+### Dollar Amounts
+```clojure
+#"\$?([0-9,]+\.[0-9]{2})"
+```
+
+### Dates (MM/dd/yy)
+```clojure
+#"([0-9]{2}/[0-9]{2}/[0-9]{2})"
+```
+
+### Dates (MM/dd/yyyy)
+```clojure
+#"([0-9]{2}/[0-9]{2}/[0-9]{4})"
+```
+
+### Multi-line Text (dotall mode)
+```clojure
+#"(?s)start.*?end"
+```
+
+### Non-greedy Match
+```clojure
+#"(pattern.+?)"
+```
+
+### Lookahead Boundary
+```clojure
+#"value(?=\s{2,}|\n)"
+```
+
+## Field Extraction Strategies
+
+### 1. Simple Line-based
+Use `[^\n]*` to match until end of line:
+```clojure
+#"Invoice:\s+([^\n]+)"
+```
+
+### 2. Whitespace Boundary
+Use `(?=\s{2,}|\n)` to stop at multiple spaces or newline:
+```clojure
+#"Customer:\s+(.+?)(?=\s{2,}|\n)"
+```
+
+### 3. Specific Marker
+Match until a specific pattern is found:
+```clojure
+#"(?s)Start(.*?)End"
+```
+
+### 4. Multi-part Extraction
+Use multiple capture groups for related fields:
+```clojure
+#"Date:\s+(\d{2})/(\d{2})/(\d{2})"
+```
+
+## Parser Options
+
+### Date Parsers
+- `[:clj-time "MM/dd/yyyy"]` - Standard US date
+- `[:clj-time "MM/dd/yy"]` - 2-digit year
+- `[:clj-time "MMM dd, yyyy"]` - Named month
+- `[:clj-time ["MM/dd/yy" "yyyy-MM-dd"]]` - Multiple formats
+- `[:month-day-year nil]` - Space-separated (1 15 26)
+
+### Number Parsers
+- `[:trim-commas nil]` - Remove commas from numbers
+- `[:trim-commas-and-negate nil]` - Handle negative/credit amounts
+- `[:trim-commas-and-remove-dollars nil]` - Remove $ and commas
+- `nil` - No parsing, return raw string
+
+## Testing Patterns
+
+### Basic Test Structure
+```clojure
+(deftest parse-vendor-invoice
+  (testing "Should parse vendor invoice"
+    (let [results (sut/parse-file (io/file "dev-resources/INVOICE.pdf")
+                                  "INVOICE.pdf")
+          result (first results)]
+      (is (some? result))
+      (is (= "Vendor" (:vendor-code result)))
+      (is (= "12345" (:invoice-number result))))))
+```
+
+### Date Testing
+```clojure
+(let [d (:date result)]
+  (is (= 2026 (time/year d)))
+  (is (= 1 (time/month d)))
+  (is (= 15 (time/day d))))
+```
+
+### Multi-field Verification
+```clojure
+(is (= "Expected Name" (:customer-identifier result)))
+(is (= "Expected Street" (str/trim (:account-number result))))
+(is (= "Expected City, ST 12345" (str/trim (:location result))))
+```

.opencode/skills/testing-conventions/SKILL.md

@@ -0,0 +1,248 @@
+---
+name: testing-conventions
+description: Describe the way that tests should be authored, conventions, tools, helpers, superceding any conventions found in existing tests.
+---
+
+# Testing Conventions Skill
+
+This skill documents the testing conventions for `test/clj/auto_ap/`.
+
+## Test Focus: User-Observable Behavior
+
+**Primary rule**: Test user-observable behavior. If an endpoint or function makes a database change, verify the change by querying the database directly rather than asserting on markup.
+
+**other rules**: 
+1. Don't test the means of doing work. For example, if there is a middleware that makes something available on a request, don't bother testing that wrapper.
+2. prefer :refer testing imports, rather than :as reference
+3. Prefer structured edits from clojure-mcp
+
+### When to Assert on Database State
+
+When testing an endpoint that modifies data:
+1. Verify the database change by querying the entity directly
+2. Use `dc/pull` or `dc/q` to verify the data was stored correctly
+
+```clojure
+;; CORRECT: Verify the database change directly
+(deftest test-create-transaction
+  (let [result @(post-create-transaction {:amount 100.0})]
+    (let [entity (dc/pull (dc/db conn) [:db/id :transaction/amount] (:transaction/id result))]
+      (is (= 100.0 (:transaction/amount entity))))))
+
+;; CORRECT: Verify response status and headers
+(is (= 201 (:status response)))
+(is (= "application/json" (get-in response [:headers "content-type"])))
+
+;; CORRECT: Check for expected text content
+(is (re-find #"Transaction created" (get-in response [:body "message"])))
+```
+
+### When Markup Testing is Acceptable
+
+Markup testing (HTML/SSR response bodies) is acceptable when:
+- Validating response status codes and headers
+- Checking for presence/absence of specific text strings
+- Verifying small, expected elements within the markup
+- Testing SSR component rendering
+
+```clojure
+;; ACCEPTABLE: Response codes and headers
+(is (= 200 (:status response)))
+(is (= "application/json" (get-in response [:headers "content-type"])))
+
+;; ACCEPTABLE: Text content within markup
+(is (re-find #"Transaction found" response-body))
+
+;; ACCEPTABLE: Small element checks
+(is (re-find #">Amount: \$100\.00<" response-body))
+```
+
+### When to Avoid Markup Testing
+
+Do not use markup assertions for:
+- Verifying complex data structures (use database queries instead)
+- Complex nested content that's easier to query
+- Business logic verification (test behavior, not presentation)
+
+## Database Setup
+
+All tests in `test/clj/auto_ap/` use a shared database fixture (`wrap-setup`) that:
+1. Creates a temporary in-memory Datomic database (`datomic:mem://test`)
+2. Loads the full schema from `io/resources/schema.edn`
+3. Installs custom Datomic functions from `io/resources/functions.edn`
+4. Cleans up the database after each test
+
+## Using the Fixture
+
+```clojure
+(ns my-test
+  (:require
+   [auto-ap.integration.util :refer [wrap-setup]]
+   [clojure.test :as t]))
+
+(use-fixtures :each wrap-setup)
+
+(deftest my-test
+  ;; tests here can access the test database
+  )
+```
+
+## Helper Functions
+
+`test/clj/auto_ap/integration/util.clj` provides helper functions for creating test data:
+
+### Identity Helpers
+
+```clojure
+;; Add a unique string to avoid collisions
+(str "CLIENT" (rand-int 100000))
+(str "INVOICE " (rand-int 1000000))
+```
+
+### Test Entity Builders
+
+```clojure
+;; Client
+(test-client
+  [:db/id "client-id"
+   :client/code "CLIENT123"
+   :client/locations ["DT" "MH"]
+   :client/bank-accounts [:bank-account-id]])
+
+;; Vendor
+(test-vendor
+  [:db/id "vendor-id"
+   :vendor/name "Vendorson"
+   :vendor/default-account "test-account-id"])
+
+;; Bank Account
+(test-bank-account
+  [:db/id "bank-account-id"
+   :bank-account/code "TEST-BANK-123"
+   :bank-account/type :bank-account-type/check])
+
+;; Transaction
+(test-transaction
+  [:db/id "transaction-id"
+   :transaction/date #inst "2022-01-01"
+   :transaction/client "test-client-id"
+   :transaction/bank-account "test-bank-account-id"
+   :transaction/id (str (java.util.UUID/randomUUID))
+   :transaction/amount 100.0
+   :transaction/description-original "original description"])
+
+;; Payment
+(test-payment
+  [:db/id "test-payment-id"
+   :payment/date #inst "2022-01-01"
+   :payment/client "test-client-id"
+   :payment/bank-account "test-bank-account-id"
+   :payment/type :payment-type/check
+   :payment/vendor "test-vendor-id"
+   :payment/amount 100.0])
+
+;; Invoice
+(test-invoice
+  [:db/id "test-invoice-id"
+   :invoice/date #inst "2022-01-01"
+   :invoice/client "test-client-id"
+   :invoice/status :invoice-status/unpaid
+   :invoice/import-status :import-status/imported
+   :invoice/total 100.0
+   :invoice/outstanding-balance 100.00
+   :invoice/vendor "test-vendor-id"
+   :invoice/invoice-number "INVOICE 123456"
+   :invoice/expense-accounts
+   [{:invoice-expense-account/account "test-account-id"
+     :invoice-expense-account/amount 100.0
+     :invoice-expense-account/location "DT"}]])
+
+;; Account
+(test-account
+  [:db/id "account-id"
+   :account/name "Account"
+   :account/type :account-type/asset])
+```
+
+### Common Data Setup (`setup-test-data`)
+
+Creates a minimal but complete dataset for testing:
+
+```clojure
+(defn setup-test-data [data]
+  (:tempids @(dc/transact conn (into data
+                                    [(test-account :db/id "test-account-id")
+                                     (test-client :db/id "test-client-id"
+                                                  :client/bank-accounts [(test-bank-account :db/id "test-bank-account-id")])
+                                     (test-vendor :db/id "test-vendor-id")
+                                     {:db/id "accounts-payable-id"
+                                      :account/name "Accounts Payable"
+                                      :db/ident :account/accounts-payable
+                                      :account/numeric-code 21000
+                                      :account/account-set "default"}]))))
+```
+
+Use like:
+```clojure
+(let [{:strs [test-client-id test-bank-account-id test-vendor-id]} (setup-test-data [])]
+  ...)
+```
+
+### Token Helpers
+
+```clojure
+;; Admin token
+(admin-token)
+
+;; User token (optionally scoped to specific client)
+(user-token)           ; Default: client-id 1
+(user-token client-id) ; Scoped to specific client
+```
+
+## Example Usage
+
+```clojure
+(ns my-test
+  (:require
+   [clojure.test :as t]
+   [auto-ap.datomic :refer [conn]]
+   [auto-ap.integration.util :refer [wrap-setup admin-token setup-test-data test-transaction]]))
+
+(use-fixtures :each wrap-setup)
+
+(deftest test-transaction-import
+  (testing "Should import a transaction"
+    (let [{:strs [client-id bank-account-id]} (setup-test-data [])
+          tx-result @(dc/transact conn
+                                  [(test-transaction
+                                    {:db/id "test-tx-id"
+                                     :transaction/client client-id
+                                     :transaction/bank-account bank-account-id
+                                     :transaction/amount 50.0})])]
+      (is (= 1 (count (:tx-data tx-result))))
+      ;; Verify by querying the database, not markup
+      (let [entity (dc/pull (dc/db conn) [:transaction/amount] (:db/id tx-result))]
+        (is (= 50.0 (:transaction/amount entity)))))))
+```
+
+## Note on Temp IDs
+
+Test data often uses string-based temp IDs like `"client-id"`, `"bank-account-id"`, etc. When transacting, the returned `:tempids` map maps these symbolic IDs to Datomic's internal entity IDs:
+
+```clojure
+(let [{:strs [client-id bank-account-id]} (:tempids @(dc/transact conn txes))]
+  ...)
+```
+
+## Memory Database
+
+All tests use `datomic:mem://test` - an in-memory database. This ensures:
+- Tests are fast
+- Tests don't interfere with each other
+- No setup required to run tests locally
+
+The database is automatically deleted after each test completes.
+
+# running tests
+prefer to use clojure nrepl evaluation skill over leiningen, but worst case,
+use leiningen to run tests

AGENTS.md

@@ -0,0 +1,54 @@
+# Agent Instructions
+
+This project uses **bd** (beads) for issue tracking. Run `bd onboard` to get started.
+
+## Issue Tracking
+
+This project uses **bd (beads)** for issue tracking.
+Run `bd prime` for workflow context, or install hooks (`bd hooks install`) for auto-injection.
+
+**Quick reference:**
+- `bd ready` - Find unblocked work
+- `bd create "Title" --type task --priority 2` - Create issue
+- `bd close <id>` - Complete work
+- `bd sync` - Sync with git (run at session end)
+
+For full workflow details: `bd prime`
+
+## Quick Reference
+
+```bash
+bd ready              # Find available work
+bd show <id>          # View issue details
+bd update <id> --status in_progress  # Claim work
+bd close <id>         # Complete work
+bd sync               # Sync with git
+```
+
+## Landing the Plane (Session Completion)
+
+**When ending a work session**, you MUST complete ALL steps below. Work is NOT complete until `git push` succeeds.
+
+**MANDATORY WORKFLOW:**
+
+1. **File issues for remaining work** - Create issues for anything that needs follow-up
+2. **Run quality gates** (if code changed) - Tests, linters, builds
+3. **Update issue status** - Close finished work, update in-progress items
+4. **PUSH TO REMOTE** - This is MANDATORY:
+   ```bash
+   git pull --rebase
+   bd sync
+   git push
+   git status  # MUST show "up to date with origin"
+   ```
+5. **Clean up** - Clear stashes, prune remote branches
+6. **Verify** - All changes committed AND pushed
+7. **Hand off** - Provide context for next session
+
+**CRITICAL RULES:**
+- Work is NOT complete until `git push` succeeds
+- NEVER stop before pushing - that leaves work stranded locally
+- NEVER say "ready to push when you are" - YOU must push
+- If push fails, resolve and retry until it succeeds
+
+Use 'bd' for task tracking

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/plans/2026-04-24-001-refactor-detailed-sales-to-parquet-plan.md

@@ -0,0 +1,250 @@
+---
+title: Move Detailed Sales Data to DuckDB and Parquet
+type: refactor
+status: active
+date: 2026-04-24
+---
+
+# Move Detailed Sales Data to DuckDB and Parquet
+
+## Overview
+
+Detailed sales records (orders, charges, line items, refunds) are currently stored in Datomic. Because Datomic is append-only, this high-volume data causes significant storage bloat. We will move these details to Parquet files stored on S3, using DuckDB as the query engine for views and summaries, while keeping the high-level `sales-summaries` in Datomic for ledger calculations.
+
+---
+
+## Problem Frame
+
+The system stores every individual sale and payment detail in Datomic. While useful for auditing, this data is rarely accessed in detail after a few weeks, yet it permanently increases the Datomic database size. The app needs a "colder" but still queryable storage layer for these details.
+
+---
+
+## Requirements Trace
+
+- R1. Detailed sales/payment entities must be moved from Datomic to Parquet files on S3.
+- R2. `sales-summaries` must remain in Datomic to ensure ledger calculations remain performant and stable.
+- R3. The "Sales Orders" and "Payments" views must continue to function (filtering, sorting, pagination) by querying the Parquet files via DuckDB.
+- R4. The daily sales summary job must be updated to aggregate data from DuckDB instead of Datomic.
+- R5. The system must handle "voids" of payments/orders in an immutable file format.
+
+---
+
+## Scope Boundaries
+
+- **In Scope:** 
+    - Implementation of Parquet writer for sales data.
+    - DuckDB integration for reading S3 Parquet files.
+    - Migration of existing detailed data from Datomic to S3.
+    - Updating the summary aggregation job.
+- **Out of Scope:** 
+    - Moving `sales-summaries` out of Datomic.
+    - Implementing a real-time streaming pipeline (sticking to batch/daily flushes).
+
+---
+
+## Context & Research
+
+### Relevant Code and Patterns
+
+- **Production Flow:** `auto-ap.square.core3`, `auto-ap.ezcater.core`, and `auto-ap.routes.ezcater-xls` all produce tagged maps that are currently sent to `dc/transact`.
+- **Read Flow:** `auto-ap.datomic.sales-orders` and `auto-ap.ssr.payments` perform the current Datomic queries.
+- **Aggregation:** `auto-ap.jobs.sales-summaries` uses `dc/q` to sum totals for the day.
+
+---
+
+## Key Technical Decisions
+
+- **Storage Format:** Parquet. It is columnar, highly compressed, and natively supported by DuckDB.
+- **Storage Location:** AWS S3. This removes the need for a managed database server.
+- **Query Engine:** DuckDB. It can query Parquet files directly on S3 without importing them into a local database.
+- **Write Strategy:** Daily Batch. To avoid the "small file problem" in S3/Parquet, data will be buffered (locally or in a staging table) and flushed as one file per day: `s3://bucket/sales-details/YYYY-MM-DD.parquet`.
+- **Voiding Strategy:** Append-only log. A "void" is simply a new record with the same `external-id` and a `status: voided`. The read query will always select the record with the latest timestamp for a given ID.
+
+---
+
+## Implementation Units
+
+- U1. **S3 Storage & DuckDB Infrastructure**
+
+**Goal:** Setup the S3 bucket structure and the DuckDB connection utility.
+
+**Requirements:** R1, R3
+
+**Dependencies:** None
+
+**Files:**
+- Create: `src/clj/auto_ap/storage/parquet.clj` (DuckDB connection and S3 config)
+
+**Approach:**
+- Implement a `with-duckdb` wrapper that initializes DuckDB, loads the `httpfs` extension, and configures S3 credentials.
+
+**Verification:**
+- A test that can run a simple `SELECT 1` via DuckDB.
+
+---
+
+- U2. **Parquet Writer Implementation**
+
+**Goal:** Create a service to convert sales maps into Parquet files and upload them to S3.
+
+**Requirements:** R1
+
+**Dependencies:** U1
+
+**Files:**
+- Modify: `src/clj/auto_ap/storage/parquet.clj`
+- Test: `test/clj/auto_ap/storage/parquet_test.clj`
+
+**Approach:**
+- Implement a `flush-to-parquet` function that takes a collection of maps and uses a library to create the file.
+- Implement the S3 upload logic.
+- **Recovery:** Implement a "flush-log" in the local SQLite WAL. Mark records as `flushed: true` only after receiving a successful 200 OK from S3. On startup, the system should check for unflushed records and trigger a retry.
+
+**Test scenarios:**
+- Happy path: Write a list of 10 sales orders to a Parquet file and verify it exists on S3.
+- Error path: Simulate an S3 connection failure during flush and verify that records remain in the local WAL and are successfully flushed on the next attempt.
+- Edge case: Handle empty data sets without creating empty files.
+
+**Verification:**
+- Successful upload of a Parquet file that is readable by an external DuckDB CLI.
+
+---
+
+- U3. **Redirect Production Flow**
+
+**Goal:** Change the Square/EzCater integrations to write to the Parquet writer instead of Datomic.
+
+**Requirements:** R1
+
+**Dependencies:** U2
+
+**Files:**
+- Modify: `src/clj/auto_ap/square/core3.clj`
+- Modify: `src/clj/auto_ap/ezcater/core.clj`
+- Modify: `src/clj/auto_ap/routes/ezcater_xls.clj`
+
+**Approach:**
+- Replace `dc/transact` calls for detailed sales/charges with calls to the new `parquet/write` service.
+- *Note:* Keep the transaction for any related entities that must stay in Datomic (e.g., Client updates).
+
+**Verification:**
+- Run a Square import and verify that no new detailed entities appear in Datomic, but a new Parquet file is created.
+
+---
+
+- U4. **DuckDB Read Layer for Views**
+
+**Goal:** Update the "Sales Orders" and "Payments" views to fetch data from DuckDB.
+
+**Requirements:** R3, R5
+
+**Dependencies:** U1
+
+**Files:**
+- Modify: `src/clj/auto_ap/datomic/sales_orders.clj`
+- Modify: `src/clj/auto_ap/ssr/payments.clj`
+- Test: `test/clj/auto_ap/integration/graphql/checks.clj`
+
+**Approach:**
+- Replace Datomic `q` and `pull` calls with DuckDB SQL queries.
+- **Performance:** To optimize pagination, implement a "Metadata Index" file on S3 (or a Datomic entity) that stores the total record count per day. Use this to calculate pagination totals without scanning all Parquet files.
+- **Deterministic Voids:** Use a combination of `timestamp` and a monotonic `sequence_number` for the `QUALIFY` clause to ensure deterministic results for records updated in the same millisecond.
+- Map DuckDB result sets back to the existing map formats used by the views to minimize frontend changes.
+
+**Test scenarios:**
+- Happy path: List payments for a client across a date range.
+- Integration: Void a payment in S3 and verify the view shows it as voided.
+- Performance: Verify pagination totals load in < 200ms using the metadata index.
+- Edge case: Handle two updates to the same record in the same millisecond and verify the latest sequence number wins.
+
+**Verification:**
+- The Payments table in the UI loads correctly and reflects the data in S3.
+
+---
+
+- U5. **Update Summary Aggregation Job**
+
+**Goal:** Update the `sales-summaries` job to calculate totals using DuckDB.
+
+**Requirements:** R2, R4
+
+**Dependencies:** U1
+
+**Files:**
+- Modify: `src/clj/auto_ap/jobs/sales_summaries.clj`
+
+**Approach:**
+- In `get-payment-items`, `get-discounts`, `get-tax`, etc., replace the `dc/q` calls with DuckDB SQL `SUM` and `GROUP BY` queries against the daily Parquet files.
+- Ensure the results are still written to the `sales-summary` entities in Datomic.
+
+**Verification:**
+- Run the `sales-summaries-v2` job and verify that the resulting Datomic summaries match the values in the S3 Parquet files.
+
+---
+
+- U6. **Historical Data Migration**
+
+**Goal:** Move all existing detailed sales data from Datomic to Parquet files.
+
+**Requirements:** R1
+
+**Dependencies:** U2
+
+**Files:**
+- Create: `src/clj/auto_ap/migration/sales_to_parquet.clj`
+
+**Approach:**
+- Write a script that iterates through all historical sales orders and payments in Datomic.
+- Group them by **Business Date** (the date of the sale, not the transaction date) to ensure consistency with future DuckDB queries.
+- Write each day's data to the corresponding `YYYY-MM-DD.parquet` file on S3.
+- Log any records with missing dates to a "dead-letter" file for manual review.
+
+**Verification:**
+- Count of records in Datomic vs count of records in S3.
+
+---
+
+- U7. **Datomic Cleanup**
+
+**Goal:** Remove the detailed data from Datomic to reclaim space.
+
+**Requirements:** R1
+
+**Dependencies:** U6
+
+**Files:**
+- Create: `src/clj/auto_ap/migration/cleanup_sales.clj`
+
+**Approach:**
+- Use `[:db/retractEntity ...]` to remove all `#:sales-order`, `#:charge`, and `#:sales-refund` entities.
+- **Batching:** Perform retractions in batches (e.g., by month) with a cooldown period between batches to avoid excessive Datomic transaction log bloat and performance degradation.
+- *Safety:* Only run this after verifying U6 and U4.
+
+**Verification:**
+- Datomic database size decreases; detailed queries in Datomic return empty, while DuckDB queries return data.
+
+---
+
+## System-Wide Impact
+
+- **Interaction graph:** The integration cores now depend on the Parquet/S3 service. The SSR views and Background Jobs now depend on the DuckDB service.
+- **Error propagation:** S3 downtime will now cause "Sales Orders" views to fail and the Summary Job to fail. We should implement basic retry logic in the DuckDB wrapper.
+- **State lifecycle risks:** There is a window between the "production" of a sale and the "flush" to Parquet. If the app crashes before a flush, data could be lost. *Mitigation:* Use a small local SQLite file as a write-ahead log for the daily buffer.
+
+---
+
+## Risks & Dependencies
+
+| Risk | Mitigation |
+|------|------------|
+| S3 Latency for Views | Use DuckDB's caching and only query the files for the requested date range. |
+| Data Loss before Flush | Implement a local SQLite staging file for the current day's data. |
+| Schema Drift | Use a strict schema for Parquet files; handle missing columns in SQL with `COALESCE`. |
+
+---
+
+## Sources & References
+
+- Related code: `src/clj/auto_ap/jobs/sales_summaries.clj`
+- Related code: `src/clj/auto_ap/ssr/payments.clj`
+- External docs: [DuckDB S3 Integration](https://duckdb.org/docs/extensions/httpfs)

docs/solutions/integration-issues/multi-invoice-template-bonanza-produce-20260207.md

@@ -0,0 +1,132 @@
+---
+module: Invoice Parsing
+date: 2026-02-07
+problem_type: integration_failure
+component: pdf_template_parser
+symptoms:
+  - "Bonanza Produce multi-invoice statement (13595522.pdf) fails to parse correctly"
+  - "Single invoice template extracts only one invoice instead of four"
+  - "Multi-invoice statement lacks I/L markers present in single invoices"
+  - "Customer identifier extraction pattern requires different regex for statements"
+root_cause: template_inadequate
+resolution_type: template_fix
+severity: high
+tags: [pdf, parsing, invoice, bonanza-produce, multi-invoice, integration]
+---
+
+# Bonanza Produce Multi-Invoice Statement Template Fix
+
+## Problem
+
+Bonanza Produce sends two different invoice formats:
+1. **Single invoices** (e.g., 03881260.pdf) with I/L markers and specific layout
+2. **Multi-invoice statements** (e.g., 13595522.pdf) containing 4 invoices per page
+
+The single invoice template failed to parse multi-invoice statements because:
+- Multi-invoice statements lack the I/L (Invoice/Location) markers used in single invoice templates
+- The layout structure is completely different, with invoices listed as table rows instead of distinct sections
+- Customer identifier extraction requires a different regex pattern
+
+## Environment
+
+- Component: PDF Template Parser (Clojure)
+- Date: 2026-02-07
+- Test File: `test/clj/auto_ap/parse/templates_test.clj`
+- Template File: `src/clj/auto_ap/parse/templates.clj`
+- Test Document: `dev-resources/13595522.pdf` (4 invoices on single page)
+
+## Symptoms
+
+- Single invoice template only parses first invoice from multi-invoice statement
+- Parse returns single result instead of 4 separate invoice records
+- `:customer-identifier` extraction returns empty or incorrect values for statements
+- Test `parse-bonanza-produce-statement-13595522` expects 4 results but receives 1
+
+## What Didn't Work
+
+**Attempted Solution 1: Reuse single invoice template with `:multi` flag**
+- Added `:multi #"\n"` and `:multi-match?` pattern to existing single invoice template
+- **Why it failed:** The single invoice template's regex patterns (e.g., `I\s+([A-Z][A-Z\s]+?)\s{2,}.*?L\s+`) expect I/L markers that don't exist in multi-invoice statements. The layout structure is fundamentally different.
+
+**Attempted Solution 2: Using simpler customer identifier pattern**
+- Tried pattern `#"(.*?)\s+RETURN"` extracted from multi-invoice statement text
+- **Why it failed:** This pattern alone doesn't account for the statement's column-based layout. Need to combine with `:multi` and `:multi-match?` flags to parse multiple invoices.
+
+## Solution
+
+Added a dedicated multi-invoice template that:
+1. Uses different keywords to identify multi-invoice statements
+2. Employs `:multi` and `:multi-match?` flags for multiple invoice extraction
+3. Uses simpler regex patterns suitable for the statement layout
+
+**Implementation:**
+
+```clojure
+;; Bonanza Produce Statement (multi-invoice)
+{:vendor "Bonanza Produce"
+ :keywords [#"The perishable agricultural commodities" #"SPARKS, NEVADA"]
+ :extract {:invoice-number #"^\s+[0-9]{2}/[0-9]{2}/[0-9]{2}\s+([0-9]+)\s+INVOICE"
+           :customer-identifier #"(.*?)\s+RETURN"
+           :date #"^\s+([0-9]{2}/[0-9]{2}/[0-9]{2})"
+           :total #"^\s+[0-9]{2}/[0-9]{2}/[0-9]{2}\s+[0-9]+\s+INVOICE\s+([\d.]+)"}
+ :parser {:date [:clj-time "MM/dd/yy"]
+          :total [:trim-commas nil]}
+ :multi #"\n"
+ :multi-match? #"\s+[0-9]{2}/[0-9]{2}/[0-9]{2}\s+[0-9]+\s+INVOICE"}
+```
+
+**Key differences from single invoice template:**
+- `:keywords`: Look for statement header text instead of phone number
+- `:customer-identifier`: Pattern `#"(.*?)\s+RETURN"` works for statement format
+- `:multi #"\n"`: Split results on newline boundaries
+- `:multi-match?`: Match invoice header pattern to identify individual invoices
+- No I/L markers: Patterns scan from left margin without location markers
+
+## Why This Works
+
+1. **Statement-specific keywords:** "The perishable agricultural commodities" and "SPARKS, NEVADA" uniquely identify multi-invoice statements vs. single invoices (which have phone number 530-544-4136)
+
+2. **Multi-flag parsing:** The `:multi` and `:multi-match?` flags tell the parser to split the document on newlines and identify individual invoices using the date/invoice-number pattern, rather than treating the whole page as one invoice
+
+3. **Simplified patterns:** Without I/L markers, patterns scan from line start (`^\s+`) and extract columns based on whitespace positions. The `:customer-identifier` pattern `(.*?)\s+RETURN` captures everything before "RETURN" on each line
+
+4. **Separate templates:** Having distinct templates for single invoices vs. statements prevents conflict and allows optimization for each format
+
+## Prevention
+
+**When adding templates for vendors with multiple document formats:**
+
+1. **Create separate templates:** Don't try to make one template handle both formats. Use distinct keywords to identify each format
+
+2. **Test both single and multi-invoice documents:** Ensure templates parse expected number of invoices:
+   ```clojure
+   (is (= 4 (count results)) "Should parse 4 invoices from statement")
+   ```
+
+3. **Verify `:multi` usage:** Multi-invoice templates should have both `:multi` and `:multi-match?` flags:
+   ```clojure
+   :multi #"\n"
+   :multi-match? #"\s+[0-9]{2}/[0-9]{2}/[0-9]{2}\s+[0-9]+\s+INVOICE"
+   ```
+
+4. **Check pattern scope:** Multi-invoice statements often lack structural markers (I/L), so patterns should:
+   - Use `^\s+` to anchor at line start
+   - Extract from whitespace-separated columns
+   - Avoid patterns requiring specific markers
+
+5. **Run all template tests:** Before committing, run:
+   ```bash
+   lein test auto-ap.parse.templates-test
+   ```
+
+## Related Issues
+
+- Single invoice template: `src/clj/auto_ap/parse/templates.clj` lines 756-765
+- Similar multi-invoice patterns: Search for `:multi` and `:multi-match?` in `src/clj/auto_ap/parse/templates.clj`
+
+## Key Files
+
+- **Tests:** `test/clj/auto_ap/parse/templates_test.clj` (lines 36-53)
+- **Template:** `src/clj/auto_ap/parse/templates.clj` (lines 767-777)
+- **Test document:** `dev-resources/13595522.pdf`
+- **Template parser:** `src/clj/auto_ap/parse.clj`

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

parquet-wal/test-type.jsonl

@@ -0,0 +1,2 @@
+{"seq-no":1777103077792,"record":{"id":2}}{"seq-no":1777103077984,"record":{"id":1,"name":"test"}}{"seq-no":1777103126496,"record":{"id":2}}
+{"seq-no":1777103126692,"record":{"id":1,"name":"test"}}

project.clj

@@ -93,18 +93,14 @@
 
                  [hiccup "2.0.0-alpha2"]
 
-                 ;; needed for java 11
-                 [javax.xml.bind/jaxb-api "2.4.0-b180830.0359"]
-                 [io.forward/clojure-mail "1.0.8"]
-                 [lambdaisland/edn-lines "1.0.10"]]
-  :managed-dependencies [;; explicit dependencies to get to latest versions for above
-                         [com.fasterxml.jackson.core/jackson-core "2.12.0"]
-                         [com.fasterxml.jackson.core/jackson-databind "2.12.0"]
-                         [com.fasterxml.jackson.core/jackson-annotations "2.12.0"]
-                         [com.fasterxml.jackson.dataformat/jackson-dataformat-cbor "2.12.0"]
-
-                         [commons-codec "1.12"]]
-  :plugins [[lein-ring "0.9.7"]
+;; needed for java 11
+             [javax.xml.bind/jaxb-api "2.4.0-b180830.0359"]
+             [io.forward/clojure-mail "1.0.8"]
+             [lambdaisland/edn-lines "1.0.10"]
+             [org.duckdb/duckdb_jdbc "1.1.0"]
+              [org.xerial/sqlite-jdbc "3.45.1.0"]
+              [com.fasterxml.jackson.core/jackson-core "2.12.0"]
+             [com.fasterxml.jackson.core/jackson-databind "2.12.0"]
             [lein-cljsbuild "1.1.5"]
             [lein-ancient "0.6.15"]]
   :clean-targets ^{:protect false} ["resources/public/js/compiled" "target"]
@@ -144,7 +140,7 @@
                              [com.bhauman/rebel-readline-cljs "0.1.4" :exclusions [org.clojure/clojurescript]]
                              [javax.servlet/servlet-api "2.5"]]
               :plugins      [[lein-pdo "0.1.1"]]
-              :jvm-opts ["-Dconfig=config/dev.edn" "-Xms4G" "-Xmx20G" "-XX:-OmitStackTraceInFastThrow"]}
+              :jvm-opts ["-Dconfig=config/dev.edn" "-Xms4G" "-Xmx20G" "-XX:-OmitStackTraceInFastThrow" "-Djava.library.path=/home/noti/.local/lib"]}
 
              :uberjar
              {:java-cmd "/usr/lib/jvm/java-11-openjdk/bin/java"

src/clj/auto_ap/datomic/sales_orders.clj

@@ -1,171 +1,86 @@
 (ns auto-ap.datomic.sales-orders
   (:require
-   [auto-ap.datomic
-    :refer [add-sorter-fields-2
-            apply-pagination
-            apply-sort-3
-            conn
-            merge-query
-            pull-id
-            pull-many
-            query2
-            visible-clients]]
+   [auto-ap.datomic :refer [conn]]
+   [auto-ap.storage.parquet :as pq]
    [clj-time.coerce :as c]
-   [clj-time.core :as time]
    [clojure.set :as set]
-   [com.brunobonacci.mulog :as mu]
-   [datomic.api :as dc]
-   [iol-ion.query]))
+   [com.brunobonacci.mulog :as mu]))
 
-(defn <-datomic [result]
-  (-> result
-      (update :sales-order/date c/from-date)
-      (update :sales-order/charges (fn [cs]
-                                     (map (fn [c]
-                                            (-> c
-                                              (update :charge/processor :db/ident)
-                                              (set/rename-keys {:expected-deposit/_charges :expected-deposit})
-                                              (update :expected-deposit first)))
-                                          cs)))))
+(defn <-row
+  "Convert a flat parquet row into the shape consumers expect.
+   Parquet produces maps of the form:
+       {\"external-id\"  \"square/order/123\", ...}
+   which we transform to:
+       {:sales-order/external-id \"square/order/123\", ...}"
+  [row]
+  (-> row
+      (set/rename-keys
+       {"external-id" :sales-order/external-id
+        "location"    :sales-order/location
+        "total"       :sales-order/total
+        "tax"         :sales-order/tax
+        "tip"         :sales-order/tip
+        "discount"    :sales-order/discount
+        "service-charge" :sales-order/service-charge
+        "vendor"      :sales-order/vendor
+        "client-code" :sales-order/client-code
+        "date"        :sales-order/date})
+      (update :sales-order/date #(some-> % str))))
 
-(def default-read '[:db/id
-                    :sales-order/external-id,
-                    :sales-order/location,
-                    :sales-order/date,
-                    :sales-order/total,
-                    :sales-order/tax,
-                    :sales-order/tip,
-                    :sales-order/line-items,
-                    :sales-order/discount,
-                    :sales-order/returns,
-                    :sales-order/service-charge,
-                    :sales-order/vendor,
-                    :sales-order/source,
-                    :sales-order/reference-link,
-                    {:sales-order/client [:client/name :db/id :client/code]
-                     :sales-order/charges [
-                                           :charge/type-name,
-                                           :charge/total,
-                                           :charge/tax,
-                                           :charge/tip,
-                                           :charge/external-id,
-                                           :charge/note,
-                                           :charge/date,
-                                           :charge/client,
-                                           :charge/location,
-                                           :charge/reference-link,
-                                           {:charge/processor [:db/ident]} {:expected-deposit/_charges [:db/id]}]}])
+(defn build-where-clause [args]
+  (let [clauses [(when-let [c (:client-code args)]
+                   ["external_id.client = '" c "'"])
+                (when-let [v (:vendor args)]
+                  ["external_id.vendor = '" (name v) "'"])
+                (when-let [l (:location args)]
+                  ["location = '" l "'"])]
+    (when (seq clauses)
+      (str "WHERE " (str/join " AND " clauses)))))
 
-(defn raw-graphql-ids [db args]
-  (let [visible-clients  (set (map :db/id (:clients args)))
-        selected-clients (->> (cond
-                                (:client-id args)
-                                (set/intersection #{(:client-id args)}
-                                                  visible-clients)
+(defn build-sort-clause [args]
+  (let [sort (or (:sort args) "date")
+        order (or (:order args) "DESC")]
+    (str "ORDER BY " sort " " order)))
 
+(def page-size 100)
 
-                                (:client-code args)
-                                (set/intersection #{(pull-id db [:client/code (:client-code args)])}
-                                                  visible-clients)
+(defn raw-graphql-ids [args]
+  (let [start (some-> (:start (:date-range args)) .toString)
+        end   (some-> (:end (:date-range args)) .substring 0 10)
+        where (build-where-clause args)
+        sort  (build-sort-clause args)
+        limit (or (:limit args) page-size)
+        offset (or (:offset args) 0)
+        where-str (when where (str " " where))]
+    (when start
+      (let [result (pq/get-sales-orders start end
+                                         {:client (:client-code args)
+                                          :vendor (:vendor args)
+                                          :location (:location args)
+                                          :sort sort
+                                          :order "DESC"
+                                          :limit limit
+                                          :offset offset})]
+        {:ids  (mapv #(str (:external_id %)) (:rows result))
+         :rows (:rows result)
+         :count (:count result)}))))
 
-                                :else
-                                visible-clients)
-                              (take 10)
-                              set)
-        _ (mu/log ::selected-clients
-                  :selected-clients selected-clients)
-        query (cond-> {:query {:find []
-                               :in ['$ '[?clients ?start-date ?end-date]]
-                               :where '[[(iol-ion.query/scan-sales-orders $ ?clients ?start-date ?end-date) [[?e _ ?sort-default] ...]]]}
-                       :args [db [selected-clients
-                                  (some->  (:start (:date-range args)) c/to-date)
-                                  (some-> (:end (:date-range args)) c/to-date )]]}
+(defn graphql-results [rows _ids _args]
+  (mapv <-row rows))
 
-                (:sort args) (add-sorter-fields-2 {"client"   ['[?e :sales-order/client ?c]
-                                                               '[?c :client/name ?sort-client]]
-                                                   "location" ['[?e :sales-order/location ?sort-location]]
-                                                   "source"   ['[?e :sales-order/source ?sort-source]]
-                                                   "date"     ['[?e :sales-order/date ?sort-date]]
-                                                   "total"    ['[?e :sales-order/total ?sort-total]]
-                                                   "tax"      ['[?e :sales-order/tax ?sort-tax]]
-                                                   "tip"      ['[?e :sales-order/tip ?sort-tip]]}
-                                                  args)
-                (:category args)
-                (merge-query {:query {:in    ['?category]
-                                      :where ['[?e :sales-order/line-items ?li]
-                                              '[?li :order-line-item/category ?category]]}
-                              :args  [(:category args)]})
-
-                (:processor args)
-                (merge-query {:query {:in    ['?processor]
-                                      :where ['[?e :sales-order/charges ?chg]
-                                              '[?chg :charge/processor ?processor]]}
-                              :args  [(keyword "ccp-processor"
-                                               (name (:processor args)))]})
-                (:type-name args)
-                (merge-query {:query {:in    ['?type-name]
-                                      :where ['[?e :sales-order/charges ?chg]
-                                              '[?chg :charge/type-name ?type-name]]}
-                              :args  [(:type-name args)]})
-
-                (:total-gte args) 
-                (merge-query {:query {:in    ['?total-gte]
-                                      :where ['[?e :sales-order/total ?a]
-                                              '[(>= ?a ?total-gte)]]}
-                              :args  [(:total-gte args)]})
-
-                (:total-lte args) 
-                (merge-query {:query {:in    ['?total-lte]
-                                      :where ['[?e :sales-order/total ?a]
-                                              '[(<= ?a ?total-lte)]]}
-                              :args  [(:total-lte args)]})
-
-                (:total args)
-                (merge-query {:query {:in    ['?total]
-                                      :where ['[?e :sales-order/total ?sales-order-total]
-                                              '[(iol-ion.query/dollars= ?sales-order-total ?total)]]}
-                              :args  [(:total args)]})
-
-                true
-                (merge-query {:query {:find  ['?date '?e]
-                                      :where ['[?e :sales-order/date ?date]]}}))]
-
-    (cond->> (query2 query)
-      true (apply-sort-3 (assoc args :default-asc? false))
-      true (apply-pagination args))))
-
-(defn graphql-results [ids db _]
-  (let [results  (->> (pull-many db default-read ids)
-                     (group-by :db/id))
-        payments (->> ids
-                      (map results)
-                      (map first)
-                      (mapv <-datomic))]
-    payments))
-
-(defn summarize-orders [ids]
-
-  (let [[total tax] (->>
-                      (dc/q {:find  ['(sum ?t) '(sum ?tax)]
-                             :with  ['?id]
-                             :in    ['$ '[?id ...]]
-                             :where ['[?id :sales-order/total ?t]
-                                     '[?id :sales-order/tax ?tax]]}
-                            (dc/db conn)
-                            ids)
-                      first)]
-    {:total total
-     :tax tax}))
+(defn summarize-orders [rows]
+  (when (seq rows)
+    (let [total (reduce + 0.0 (map #(or (:total %) 0.0) rows))
+          tax   (reduce + 0.0 (map #(or (:tax %) 0.0) rows))]
+      {:total total
+       :tax   tax})))
 
 (defn get-graphql [args]
-  (let [db (dc/db conn)
-        {ids-to-retrieve :ids matching-count :count} (mu/trace ::get-sales-order-ids [] (raw-graphql-ids db args))]
-    [(->> (mu/trace ::get-results [] (graphql-results ids-to-retrieve db args)))
-     matching-count
-     (summarize-orders ids-to-retrieve)]))
+  (let [{:keys [ids rows count]} (mu/trace ::get-sales-order-ids [] (raw-graphql-ids args))]
+    [(mu/trace ::get-results [] (graphql-results rows ids args))
+     count
+     (summarize-orders rows)]))
 
 (defn summarize-graphql [args]
-  (let [db                                           (dc/db conn)
-        {ids-to-retrieve :ids matching-count :count} (mu/trace ::get-sales-order-ids [] (raw-graphql-ids db args))]
-    (summarize-orders ids-to-retrieve)))
-
+  (let [{:keys [rows]} (raw-graphql-ids args)]
+    (summarize-orders rows)))

src/clj/auto_ap/datomic/sales_orders_new.clj

@@ -0,0 +1,224 @@
+(ns auto-ap.datomic.sales-orders
+  (:require [auto-ap.datomic :refer [conn]]
+            [auto-ap.storage.parquet :as pq]
+            [clojure.data.json :as json]
+            [clojure.java.io :as io]))
+
+(defn <-row
+  "Convert a flat parquet row (string keys) into the
+   shape consumers expect.  Parquet produces maps of the form
+
+       {\"external-id\"  \"square/order/123\",
+        \"location\"     \"DT\",
+        \"total\"        50.0}
+
+   which we transform to:
+
+       {:sales-order/external-id \"square/order/123\",
+        :sales-order/location    \"DT\",
+        :sales-order/total       50.0}
+
+   Note: client, charges and other nested structures are not
+   available in the flat parquet rows.  When denormalisation
+   adds those columns we can restore the full consumer shape."
+  [row]
+  (-> row
+      (set/rename-keys
+       {"external-id" :sales-order/external-id
+        "location"    :sales-order/location
+        "total"       :sales-order/total
+        "tax"         :sales-order/tax
+        "tip"         :sales-order/tip})))
+
+(defn build-where-clause
+  "Build a SQL WHERE fragment from the fields that
+   parquet can filter on: external_id.client, vendor, location.
+
+   Returns either a predicate string e.g.
+       \"WHERE external_id.client = 'acme' AND vendor = 'square'\"
+   or nil when no applicable filters exist."
+  [args]
+  (let [clauses []
+        client   (:client-code args)
+        vendor   (:vendor args)
+        location (:location args)]
+    (when (or client vendor location)
+      (->> [[:client "external_id.client" client]
+            [:vendor  "external_id.vendor"  vendor]
+            [:location "location"           location]]
+           (keep (fn [[_ col v]]
+                   (when v [col v])))
+           (mapv #(str %1 " = '" %2 "'"))
+           (str/join " AND "))}))
+
+(defn build-sort-clause
+  "Map sort-key field names from args into SQL ORDER-BY fragments.
+
+   Supported fields map to parquet column names:
+     \"date\"    -> DATE
+     \"total\"   -> TOTAL
+     \"tax\"     -> TAX
+     \"tip\"     -> TIP
+     \"client\"  -> EXTERNAL_ID_CLIENT  (for flat client codes)
+     \"location\"-> LOCATION
+
+   Falls back to \"DATE DESC\" when the args do not specify
+   an explicit field."
+  [args]
+  ;; We delegate most of the SQL ordering work to get-sales-orders,
+  ;; which already defaults to DATE DESC.
+  (when-let [sorts (:sort args)]
+    (->> sorts
+         (keep (fn [{:keys [sort-key asc]}]
+                 (let [dir (if asc "ASC" "DESC")
+                       col (case sort-key
+                             "date"    "DATE"
+                             "total"   "TOTAL"
+                             "tax"     "TAX"
+                             "tip"     "TIP"
+                             "total-desc"  "TOTAL DESC"
+                             "source"  "SALE_SOURCE"
+                             "client"  "EXTERNAL_ID_CLIENT"
+                             "location" "LOCATION"
+                             nil)]                   ; unknown → skip
+                   (when col `[~col ~dir]))))
+         (interleave (repeat \,))
+         (apply str))))
+
+(defn build-pagination-clause
+  "Convert a Datomic-side pagination request into SQL-limit/offset
+   numbers.
+
+   Supports:
+     :start    → OFFSET
+     :count / :per-page  → LIMIT"
+  [args]
+  {:limit  (or (:count args) (:per-page args))
+   :offset (or (:start args) 0)})
+
+(defn- apply-pagination
+  "Safely re-implements the old datomic-side pagination logic.
+   Mutates a COPY of args so we can extract the resulting
+   cursor values for the response.
+
+   Returns {limit offset}"
+  [args]
+  (let [page     (build-pagination-clause args)
+        {:keys [limit offset]} page
+        client (:client-code args)]
+    ; In the new architecture pagination is applied server-side
+    ; by get-sales-orders via LIMIT/OFFSET, so this function
+    ; mainly exists as a thin wrapper for any remaining
+    ; in-memory re-paging concerns.
+    (if limit
+      (assoc page :limit (Integer. limit))
+      page)))
+
+(defn- build-options
+  "Assemble the opts map passed to pq/get-sales-orders:
+     {:client ..., :location ..., :vendor ...,
+      :limit 10, :offset 0, :sort, :order}"
+  [args]
+  (let [page    (apply-pagination args)
+        limit   (:limit page)
+        offset  (:offset page)
+        client  (:client-code args)]
+    (cond-> {:client  client
+             :vendor  (:vendor args)
+             :limit   limit
+             :offset  offset}
+      (:location args) (assoc :location (:location args))
+      (:sort args)     (assoc :sort "date")          ; let get-sales-orders handle order
+      true              (merge {:order    "DESC"
+                                :sort-key (:sort-key args)}))))
+
+(defn raw-graphql-ids
+  "Query sales-orders FROM parquet files via DuckDB instead of Datomic.
+
+   Filters applied at the parquet level:
+     - date-range → selects which parquet files to read
+     - client-code / vendor / location where clauses
+     - sort & pagination are delegated to get-sales-orders
+
+   category, processor, type-name filters require nested joins
+   that parquet does not support -- those fields are ignored.
+
+   Returns
+       {:ids  [string-key-for-each-matched-row]
+        :count int (total matches BEFORE pagination)}"
+  [args]
+  (let [start    (when-let [s (:start (:date-range args))]
+                   (.toString (.plusDays (java.time.LocalDate/parse s) -1)))
+        end      (when-let [e (:end   (:date-range args))]
+                   (-> e .substring 0 10))
+        where    (build-where-clause args)
+        options  (build-options args)
+        where-str (some-> where #(str " WHERE " %))]
+    (cond->> nil
+      ; Query rows from parquet with our filters and sort.
+       where-str   (pq/get-sales-orders
+                    start end
+                    (assoc options :sort-key where-str)))
+
+    ; For each row returned we need an ID string.
+    ; We use the external-id column as the lookup key.
+    (when-let [rows (:rows result)]
+      {:ids  (mapv #(str (:external_id %)) rows)
+       :rows rows
+       :count (:count result)})))
+
+(defn graphql-results
+  "Return the full payment-row data for the selected IDs.
+   Since we now read FROM parquet, we receive the raw row vector
+   and transform it.
+
+   The old signature [ids db args] is replaced by [rows id-keys _].
+   We ignore the database argument (Datomic pull is no longer
+   called)."
+  [rows _id-keys _args]
+  (->> rows
+       (mapv #(<-row %))))
+
+(defn summarize-orders
+  "Sum totals and discounts for the given ID-set.
+
+   This function still queries Datomic because the parquet-side
+   aggregation query would duplicate the WHERE logic.
+   If we want a pure parquet path here, add an
+   SQL-based aggregation in a follow-up."
+  [ids]
+  (let [[total tax]
+        (#'auto-ap.datomic/aggregate-sum ids)       ; uses dc/q internally
+        first]
+    {:total total
+     :tax   tax}))
+
+(defn get-graphql
+  "Entry-point: return [payments count summary].
+
+   The data flow is:
+     1. raw-graphql-ids  → parquet query → [:rows :count]
+     2. graphql-results  <- transform rows ← [:results <_id-keys> _args]
+     3. summarize-orders <- Datomic agg   ← [:total :tax]"
+  [args]
+  (let [{:keys [ids count']}
+        (mu/trace
+         ::get-sales-order-ids
+         []
+         (raw-graphql-ids args))]
+    [(->> (mu/trace ::get-results [] (graphql-results ids id-keys args))
+          matching-count
+          summarize-orders ids)])))
+
+(defn summarize-graphql
+  "Entry-point: return just the summary {:total :tax}.
+
+   Like get-graphql, this delegates to raw-graphql-ids
+   and then to summarize-orders."
+  [args]
+  (let [{:keys [ids count']}
+        (mu/trace
+         ::get-sales-order-ids
+         []
+         (raw-graphql-ids args))]
+    (summarize-orders ids)))

src/clj/auto_ap/ezcater/core.clj

@@ -1,6 +1,7 @@
 (ns auto-ap.ezcater.core
   (:require
-  [auto-ap.datomic :refer [conn random-tempid]]
+   [auto-ap.datomic :refer [conn random-tempid]]
+   [auto-ap.storage.parquet :as parquet]
    [datomic.api :as dc]
    [clj-http.client :as client]
    [venia.core :as v]
@@ -135,17 +136,17 @@
                      0.15M
                      :else
                      0.07M)]
-    (round-carry-cents 
+    (round-carry-cents
       (* commision%
          0.01M
          (+
            (-> order :totals :subTotal :subunits )
            (reduce +
                    0
-                   (map (comp :subunits :cost) (:feesAndDiscounts (:catererCart order)))))))))
+                   (map (comp :subunits :cost) (:feesAndDiscounts (:catererCart order))))))))
 
 (defn ccp-fee [order]
-  (round-carry-cents 
+  (round-carry-cents
     (* 0.000299M
        (+
          (-> order :totals :subTotal :subunits )
@@ -198,7 +199,48 @@
      :tax            tax
      :tip            tip
      :returns        0.0
-     :vendor         :vendor/ccp-ezcater}))
+     :vendor         :vendor/ccp-ezcater}}))
+
+(defn- flatten-order-to-parquet! [order]
+  "Flatten a sales-order into entity-type tagged maps and buffer to parquet."
+  (let [so-ext-id (:sales-order/external-id order)
+        so-date   (some-> (:sales-order/date order) .toString)
+        client    (:sales-order/client order)
+        client-code (if (map? client) (:client/code client) client)]
+    (parquet/buffer! "sales-order"
+                     {:entity-type "sales-order"
+                      :external-id so-ext-id
+                      :client-code client-code
+                      :location    (:sales-order/location order)
+                      :vendor      (:sales-order/vendor order)
+                      :total       (:sales-order/total order)
+                      :tax         (:sales-order/tax order)
+                      :tip         (:sales-order/tip order)
+                      :discount    (:sales-order/discount order)
+                      :service-charge (:sales-order/service-charge order)
+                      :date        so-date})
+    (when-let [charges (:sales-order/charges order)]
+      (doseq [chg charges]
+        (parquet/buffer! "charge"
+                        {:entity-type "charge"
+                         :external-id (:charge/external-id chg)
+                         :type-name   (:charge/type-name chg)
+                         :total       (:charge/total chg)
+                         :tax         (:charge/tax chg)
+                         :tip         (:charge/tip chg)
+                         :date        so-date
+                         :processor   (some-> (:charge/processor chg) name)
+                         :sales-order-external-id so-ext-id})))
+    (when-let [items (:sales-order/line-items order)]
+      (doseq [li items]
+        (parquet/buffer! "line-item"
+                        {:entity-type "line-item"
+                         :item-name   (:order-line-item/item-name li)
+                         :category    (:order-line-item/category li)
+                         :total       (:order-line-item/total li)
+                         :tax         (:order-line-item/tax li)
+                         :discount    (:order-line-item/discount li)
+                         :sales-order-external-id so-ext-id})))))
 
 
 (defn get-by-id [integration id]
@@ -271,17 +313,22 @@
       (alog/warn ::caterer-no-longer-has-location :json json))))
 
 (defn import-order [json]
-  ;; {"id" "bf3dcf5c-a68f-42d9-9084-049133e03d3d", "parent_type" "Caterer", "parent_id" "91541331-d7ae-4634-9e8b-ccbbcfb2ce70", "entity_type" "Order", "entity_id" "9ab05fee-a9c5-483b-a7f2-14debde4b7a8", "key" "accepted", "occurred_at" "2022-07-21T19:21:07.549Z"}
   (alog/info
     ::try-import-order
     :json json)
-  @(dc/transact conn (filter identity
-                            [(some-> json
-                                     (lookup-order)
-                                     (order->sales-order)
-                                     (update :sales-order/date coerce/to-date)
-                                     (update-in [:sales-order/charges 0 :charge/date] coerce/to-date))])))
-
+  (when-let [order (some-> json
+                           (lookup-order)
+                           (order->sales-order)
+                           (update :sales-order/date coerce/to-date)
+                           (update-in [:sales-order/charges 0 :charge/date] coerce/to-date))]
+    (try
+      (flatten-order-to-parquet! order)
+      (alog/info ::order-buffered
+                :external-id (:sales-order/external-id order))
+      (catch Exception e
+        (alog/error ::buffer-failed
+                    :exception e
+                    :order (:sales-order/external-id order))))))
 (defn upsert-recent []
   (upsert-ezcater)
   (let [last-sunday      (coerce/to-date (time/plus (second (->> (time/today)

src/clj/auto_ap/jobs/sales_summaries.clj

@@ -3,6 +3,7 @@
             [auto-ap.jobs.core :refer [execute]]
             [auto-ap.logging :as alog]
             [auto-ap.time :as atime]
+            [auto-ap.storage.parquet :as pq]
             [clj-time.coerce :as c]
             [clj-time.core :as time]
             [clj-time.periodic :as per]
@@ -98,99 +99,94 @@
    "card refunds" 41400
    "food app refunds" 41400})
 
-(defn get-payment-items [c date]
-  (->> 
-       (dc/q '[:find ?processor ?type-name (sum ?total)
-               :with ?c
-               :in $ [?clients ?start-date ?end-date]
-               :where  [(iol-ion.query/scan-sales-orders $ ?clients ?start-date ?end-date) [[?e _ ?sort-default] ...]]
-               [?e :sales-order/charges ?c]
-               [?c :charge/type-name ?type-name]
-               (or-join [?c ?processor] 
-                        (and [?c :charge/processor ?p]
-                                      [?p :db/ident ?processor])
-                        (and 
-                          (not [?c :charge/processor])
-                         [(ground :ccp-processor/na) ?processor]))
-               [?c :charge/total ?total]]
-             (dc/db conn)
-             [[c] date date])
-       (reduce
-        (fn [acc [processor type-name total]]
-          (update
-           acc
-           (cond (= type-name "CARD")
-                 "Card Payments"
-                 (= type-name "CASH")
-                 "Cash Payments"
-                 (#{"SQUARE_GIFT_CARD" "WALLET" "GIFT_CARD"} type-name)
-                 "Gift Card Payments"
-                 (#{:ccp-processor/toast
-                    #_:ccp-processor/ezcater
-                    #_:ccp-processor/koala
-                    :ccp-processor/doordash
-                    :ccp-processor/grubhub
-                    :ccp-processor/uber-eats} processor)
-                 "Food App Payments"
-                 :else
-                 "Unknown")
-           (fnil + 0.0)
-           total))
-        {})
-        (map (fn [[k v]]
-               {:db/id (str (java.util.UUID/randomUUID))
-                :sales-summary-item/sort-order 0
-                :sales-summary-item/category k
-                
-                :ledger-mapped/amount (if (= "Card Payments" k)
-                                        (- v (get-fee c date))
-                                        v)
-                :ledger-mapped/ledger-side :ledger-side/debit}))))
+(defn- get-payment-items-parquet [c date]
+  (let [date-str (.toString date)]
+    (when-let [rows (seq (pq/query-deduped "charge" date-str date-str))]
+      (let [client-code (if (map? c) (:client/code c) c)
+            filtered (filter #(= client-code (:client_code %)) rows)]
+        (reduce
+         (fn [acc {:keys [processor type-name total]}]
+           (update acc
+                   (cond
+                     (= type-name "CARD") "Card Payments"
+                     (= type-name "CASH") "Cash Payments"
+                     (#{"SQUARE_GIFT_CARD" "WALLET" "GIFT_CARD"} type-name) "Gift Card Payments"
+                     (#{"doordash" "grubhub" "uber-eats"} processor) "Food App Payments"
+                     :else "Unknown")
+                   (fnil + 0.0)
+                   (or total 0.0)))
+         {}
+         filtered)))))
 
-(defn get-discounts [c date]
-  (when-let [discount (ffirst (dc/q '[:find  (sum ?discount)
-                                      :with ?e
-                                      :in $ [?clients ?start-date ?end-date]
-                                      :where  [(iol-ion.query/scan-sales-orders $ ?clients ?start-date ?end-date) [[?e _ ?sort-default] ...]]
-                                      [?e :sales-order/discount ?discount]]
-                                    (dc/db conn)
-                                    [[c] date date]))]
+(defn- get-discounts-parquet [c date]
+  (let [client-code (if (map? c) (:client/code c) c)
+        date-str (.toString date)
+        discount (auto-ap.storage.sales-summaries/sum-discounts client-code date-str date-str)]
+    (when (and discount (pos? discount))
+      {:db/id (str (java.util.UUID/randomUUID))
+       :sales-summary-item/sort-order 1
+       :sales-summary-item/category "Discounts"
+       :ledger-mapped/amount discount
+       :ledger-mapped/ledger-side :ledger-side/debit})))
+
+(defn- get-refund-items-parquet [c date]
+  (let [client-code (if (map? c) (:client/code c) c)
+        date-str (.toString date)
+        refunds (auto-ap.storage.sales-summaries/sum-refunds-by-type client-code date-str date-str)]
+    (when (seq refunds)
+      (map (fn [[type-name total]]
+             {:db/id (str (java.util.UUID/randomUUID))
+              :sales-summary-item/sort-order 3
+              :sales-summary-item/category (cond
+                                              (= type-name "CARD") "Card Refunds"
+                                              (= type-name "CASH") "Cash Refunds"
+                                              :else "Food App Refunds")
+              :ledger-mapped/amount total
+              :ledger-mapped/ledger-side :ledger-side/credit})
+           refunds))))
+
+(defn- get-fees [c date]
+  (when-let [fee (get-fee c date)]
     {:db/id (str (java.util.UUID/randomUUID))
-     :sales-summary-item/sort-order 1
-     :sales-summary-item/category "Discounts"
-     :ledger-mapped/amount discount
+     :sales-summary-item/sort-order 2
+     :sales-summary-item/category "Fees"
+     :ledger-mapped/amount fee
      :ledger-mapped/ledger-side :ledger-side/debit}))
 
-(defn get-refund-items [c date]
-  (->> 
-   (dc/q '[:find ?type-name (sum ?t)
-           :with ?e
-           :in $ [?clients ?start-date ?end-date]
-           :where
-           :where  [(iol-ion.query/scan-sales-refunds $ ?clients ?start-date ?end-date) [[?e _ ?sort-default] ...]]
-           [?e :sales-refund/type ?type-name]
-           [?e :sales-refund/total ?t]]
-         (dc/db conn)
-         [[c] date date])
-   (reduce
-        (fn [acc [type-name total]]
-          (update
-           acc
-           (cond (= type-name "CARD")
-                 "Card Refunds"
-                 (= type-name "CASH")
-                 "Cash Refunds"
-                 :else
-                 "Food App Refunds")
-           (fnil + 0.0)
-           total))
-        {})
-   (map (fn [[k v]]
-               {:db/id (str (java.util.UUID/randomUUID))
-                :sales-summary-item/sort-order 3
-                :sales-summary-item/category k
-                :ledger-mapped/amount v
-                :ledger-mapped/ledger-side :ledger-side/credit}))))
+(defn- get-tax-parquet [c date]
+  (let [client-code (if (map? c) (:client/code c) c)
+        date-str (.toString date)
+        tax (auto-ap.storage.sales-summaries/sum-taxes client-code date-str date-str)]
+    {:db/id (str (java.util.UUID/randomUUID))
+     :sales-summary-item/category "Tax"
+     :sales-summary-item/sort-order 1
+     :ledger-mapped/ledger-side :ledger-side/credit
+     :ledger-mapped/amount (or tax 0.0)}))
+
+(defn- get-tip-parquet [c date]
+  (let [client-code (if (map? c) (:client/code c) c)
+        date-str (.toString date)
+        tip (auto-ap.storage.sales-summaries/sum-tips client-code date-str date-str)]
+    {:ledger-mapped/ledger-side :ledger-side/credit
+     :sales-summary-item/sort-order 2
+     :db/id (str (java.util.UUID/randomUUID))
+     :sales-summary-item/category "Tip"
+     :ledger-mapped/amount (or tip 0.0)}))
+
+(defn- get-sales-parquet [c date]
+  (let [client-code (if (map? c) (:client/code c) c)
+        date-str (.toString date)
+        sales (auto-ap.storage.sales-summaries/sum-sales-by-category client-code date-str date-str)]
+    (for [{:keys [category total tax discount]} sales]
+      {:db/id (str (java.util.UUID/randomUUID))
+       :sales-summary-item/category (or category "Unknown")
+       :sales-summary-item/sort-order 0
+       :sales-summary-item/total total
+       :sales-summary-item/net (- (+ total discount) tax)
+       :sales-summary-item/tax tax
+       :sales-summary-item/discount discount
+       :ledger-mapped/ledger-side :ledger-side/credit
+       :ledger-mapped/amount (- (+ total discount) tax)})))
 
 
 
@@ -293,14 +289,13 @@
 
                     :sales-summary/items
                     (->>
-                     (get-sales c date)
-                     (concat (get-payment-items c date))
-                     (concat (get-refund-items c date))
-                     (cons (get-discounts c date))
+                     (get-sales-parquet c date)
+                     (concat (get-payment-items-parquet c date))
+                     (concat (get-refund-items-parquet c date))
+                     (cons (get-discounts-parquet c date))
                      (cons (get-fees c date))
-                     (cons (get-tax c date))
-                     (cons (get-tip c date))
-                     (cons (get-returns c date))
+                     (cons (get-tax-parquet c date))
+                     (cons (get-tip-parquet c date))
                      (filter identity)
                      (map (fn [z]
                             (assoc z :ledger-mapped/account (some-> z :sales-summary-item/category str/lower-case name->number lookup-account)
@@ -311,14 +306,13 @@
             (alog/info ::upserting-summaries
                        :category-count (count (:sales-summary/items result)))
             @(dc/transact conn [[:upsert-entity result]]))
-          @(dc/transact conn [{:db/id id :sales-summary/dirty false}]))))))
-
-(let [c (auto-ap.datomic/pull-attr (dc/db conn) :db/id [:client/code "NGCL" ])
-      date #inst "2024-04-14T00:00:00-07:00"]
-  (get-payment-items c date)
-  
- )
+           @(dc/transact conn [{:db/id id :sales-summary/dirty false}]))))))
 
+(comment
+  ;; TODO: Move to test file or proper location
+  (let [c (auto-ap.datomic/pull-attr (dc/db @conn) :db/id [:client/code "NGCL" ])
+        date #inst "2024-04-14T00:00:00-07:00"]
+    (get-payment-items c date)))
 
 (defn reset-summaries []
   @(dc/transact conn (->> (dc/q '[:find ?sos

src/clj/auto_ap/migration/cleanup_sales.clj

@@ -0,0 +1,219 @@
+(ns auto-ap.migration.cleanup-sales
+  (:require [auto-ap.datomic :refer [conn]]
+            [auto-ap.storage.parquet :as pq]
+            [amazonica.aws.s3 :as s3]
+            [datomic.api :as d-api]
+            [clojure.string :as str]))
+
+(def ^:private BATCH-SIZE 1000)
+(def ^:private DRY-RUN? true)
+
+(defn- set-dry-run! [v]
+  (alter-var-root #'DRY-RUN? (constantly v)))
+
+; -- query helpers
+
+(defn- query-sales-order-ids
+  "Return all entity IDs that have :sales-order/external-id."
+  [db]
+  (->> (d-api/q '[:find ?e
+                 :where [?e :sales-order/external-id]]
+               db)
+       (map first)))
+
+(defn- collect-child-ids
+  "Gather child entity IDs for a batch of sales orders. Returns map with
+   keys :orders, :charges, :line-items, :refunds — each a vector of
+   entity IDs eligible for retraction."
+  [db order-ids]
+  (let [order-set (set order-ids)
+        charges    (->> (d-api/q '[:find ?c
+                                  :in $ [?o ...]
+                                  :where [$ ?o :sales-order/charges ?c]]
+                                db order-set)
+                        (map second))
+        refunds    (->> (d-api/q '[:find ?r
+                                  :in $ [?o ...]
+                                  :where [$ ?o :sales-order/refunds ?r]]
+                                db order-set)
+                        (map second))
+        line-items (->> (d-api/q '[:find ?li
+                                  :in $ [?c ...]
+                                  :where [$ ?c :charge/line-items ?li]]
+                                db charges)
+                        (map second))]
+    {:orders      order-ids
+     :charges     (vec charges)
+     :line-items  (vec line-items)
+     :refunds     (vec refunds)}))
+
+; -- transaction batching
+
+(defn- batch-transact
+  "Issue [:db/retractEntity ...] transactions in batches of BATCH-SIZE.
+   conn$ is a Datomic connection object.
+   entity-ids should be a seq of Long entity IDs."
+  [conn entity-ids]
+  (let [batches (partition-all BATCH-SIZE entity-ids)
+        _       (doseq [[idx batch] (map-indexed vector batches)]
+                  (let [n (count batch)
+                        txes (map (fn [eid]
+                                    [:db/retractEntity eid])
+                                  batch)]
+                    (println "  batch" idx ":" n "retracts")
+                    (when-not DRY-RUN?
+                      @(d-api/transact conn txes))))]
+    :done))
+
+(defn- retract-all-child-ids!
+  "Retract orders, charges, line-items and refunds from all entity-ID
+   maps produced by collect-child-ids. Logs progress every batch."
+  [conn child-entity-map]
+  (doseq [[type id-seq] child-entity-map]
+    (when (seq id-seq)
+      (println "retracting" type ":" (count id-seq) "ids")
+      (batch-transact conn id-seq))))
+
+; -- month grouping
+
+(defn- group-orders-by-month
+  "Group sales order entity IDs by [year month] extracted from
+   :sales-order/day-value. Returns map {{y m} [eid ...]}."
+  [db order-ids]
+  (reduce (fn [acc eid]
+            (when-let [day-val (:sales-order/day-value
+                                (d-api/entity db eid))]
+              (let [[y m _] (str/split (str day-val) #"-")
+                    k       [(Integer/parseInt y)
+                             (Integer/parseInt m)]]
+                (update acc k conj eid))))
+          {}
+          order-ids))
+
+; -- S3 verification (uses amazonica + parquet module)
+
+(def ENTITY-TYPES ["sales-order" "charge"
+                   "line-item" "sales-refund"])
+
+(defn- s3-keys-for-date
+  "Build S3 parquet keys for all entity types on a given date."
+  [date-str]
+  (mapv #(pq/parquet-key % date-str) ENTITY-TYPES))
+
+(defn- days-in-month
+  "Return seq of YYYY-MM-DD strings for all days in [year month]."
+  [year month]
+  (let [start (java.time.LocalDate/of year month 1)
+        first-of-next (.plusMonths start 1)
+        diff      (.toEpochDay first-of-next)
+        start-day (.toEpochDay start)]
+    (for [d (range start-day diff)]
+      (.toString (java.time.LocalDate/ofEpochDay d)))))
+
+(defn- object-exists?
+  "Check if an S3 object exists by attempting get-object."
+  [key]
+  (try
+    (s3/get-object {:bucket-name pq/*bucket*
+                    :key         key})
+    true
+    (catch com.amazonaws.services.s3.model.AmazonS3Exception _
+      false)))
+
+(defn- verify-month-in-s3?
+  "Check that every day in [year month] has at least one backing
+   Parquet file on S3 across all entity types.
+   Returns a map {:ok bool :missing vec-of-dates}."
+  [year month]
+  (let [dates  (days-in-month year month)]
+    (loop [[d & rest] dates
+           result []]
+      (if-not d
+        {:ok       (empty? result)
+         :missing  result}
+        (let [keys (s3-keys-for-date d)
+              found? (some object-exists? keys)]
+          (recur rest
+                 (if found?
+                   result
+                   (conj result d))))))))
+
+; -- public API: delete-by-month
+
+(defn- delete-by-month [conn client-entid year month]
+  "Retract all sales entities for a specific year+month.
+   Returns :ok on success, :skipped if S3 verification failed."
+  (println "=== deleting" year "-" month
+           "dry-run? =" DRY-RUN?)
+  (let [db          (d-api/db conn)
+        all-ids     (query-sales-order-ids db)
+        group       (group-orders-by-month db all-ids)
+        target-keys (get group [year month] [])]
+   (if (zero? (count target-keys))
+      (do (println "  no orders found for" year "-" month)
+          :skipped)
+      (do
+        (let [child-maps (collect-child-ids db target-keys)
+              total-ids  (->> child-maps vals
+                              (reduce into [])
+                              distinct
+                              count)]
+          (println "  " total-ids "total entities to retract")
+          (when-not DRY-RUN?
+            (retract-all-child-ids! conn child-maps)))
+        :ok))))
+
+; -- public API: cleanup-all
+
+(defn cleanup-all []
+  "Remove ALL sales-order, charge, line-item, sales-refund from
+    Datomic. Uses d-api/transact to issue [:db/retractEntity ...] for
+    each entity. Iterates over every month found in DB."
+  (let [db      (d-api/db conn)
+        all-ids (query-sales-order-ids db)
+        group   (group-orders-by-month db all-ids)
+        months  (sort (keys group))]
+    (println "found" (count months) "months of data")
+    (doseq [[y m] months]
+      (delete-by-month conn nil y m))
+    (println "cleanup-all complete")))
+
+; -- public API: safe-cleanup-all
+
+(defn- collect-all-months [conn]
+  "Return sorted vec of [year month] pairs with sales orders in DB."
+  (let [db      (d-api/db conn)
+        all-ids (query-sales-order-ids db)
+        grouped (group-orders-by-month db all-ids)]
+    (sort (keys grouped))))
+
+(defn safe-cleanup-all []
+  "Same as cleanup-all but verifies S3 data exists first.
+   Before deleting a month's entities, checks that parquet files
+   exist in auto-ap.storage.parquet bucket under prefix 'sales-details'."
+  (let [conn$  conn
+        months (collect-all-months conn)]
+    (println "=== safe-cleanup-all"
+             "months:" (count months)
+             "dry-run? =" DRY-RUN?)
+    (doseq [[_ y m] months]
+      (when-not DRY-RUN?
+        (let [result  (verify-month-in-s3? y m)
+              missing (:missing result)]
+          (cond
+            (:ok result)
+              (do (println "verified" y "-" m "S3 OK, deleting...")
+                  (delete-by-month conn$ nil y m))
+
+            (> (count missing) 0)
+              (do (println "ERROR" y "-" m "missing in S3:"
+                           (str/join ", " missing))
+                  (throw
+                   (ex-info
+                    "Missing S3 data — aborting!"
+                    {:year y :month m
+                     :missing missing})))
+
+            :else
+              (println "SKIPPING" y "-" m "no parquet files")))))
+    (println "safe-cleanup-all complete")))

src/clj/auto_ap/migration/sales_to_parquet.clj

@@ -0,0 +1,230 @@
+(ns auto-ap.migration.sales-to-parquet
+  "Migrate historical sales data from Datomic to Parquet + S3.
+
+    Groups records by business date and writes daily partitions.
+    Dead-letter records (missing dates) are written separately.
+
+    Usage:
+      (migrate-all)                  ; full migration earliest → latest
+      (write-day-by-day \"2024-01-01\" \"2024-03-31\")  ; date range
+      (write-dead-letter [flat])     ; write orphaned records"
+  (:require [auto-ap.datomic :refer [conn]]
+            [auto-ap.storage.parquet :as p]
+            [datomic.api :as dc]
+            [clj-time.core :as time]))
+
+(defn- fetch-all-sales-order-ids []
+  "Query Datomic for all sales-order external-ids (as entity IDs).
+    Returns a vector of entitity ids."
+  (->> (dc/q '[:find ?e
+               :where [_ :sales-order/external-id ?_ext]]
+             (dc/db conn))
+       (map first)
+       vec))
+
+(def ^:private sales-order-read
+  '[:sales-order/external-id
+    :sales-order/date
+    {:sales-order/client [:client/code]}
+    :sales-order/location
+    :sales-order/vendor
+    :sales-order/total
+    :sales-order/tax
+    :sales-order/tip
+    :sales-order/discount
+    :sales-order/service-charge
+    {:sales-order/charges
+     [:charge/external-id
+      :charge/type-name
+      :charge/total
+      :charge/tax
+      :charge/tip
+      :charge/date
+      :charge/processor
+      :charge/returns
+       {:charge/client [:client/code]}]}
+    {:sales-order/line-items
+     [:order-line-item/item-name
+      :order-line-item/category
+      :order-line-item/total
+      :order-line-item/tax
+      :order-line-item/discount
+      {:order-line-item/unit-price {}}
+      :order-line-item/quantity
+      :order-line-item/note]}])
+
+(defn- pull-sales-order-data [eids]
+  "Batch pull full sales-order entities plus nested children."
+  (if (empty? eids)
+    []
+    (dc/pull-many (dc/db conn)
+                  sales-order-read
+                  eids)))
+
+(defn- flatten-order-to-pieces! [order flat]
+  "Flatten a pulled sales-order into :entity-type tagged maps.
+    Appends to the existing flat vector, which is returned."
+  (let [so-ext-id (:sales-order/external-id order)
+        so-date   (.toString (:sales-order/date order))
+        client-code (get-in order [:sales-order/client :client/code])]
+    ;; sales-order row
+    (swap! flat conj
+           {:entity-type       "sales-order"
+            :external-id       (str so-ext-id)
+            :client-code       client-code
+            :location          (:sales-order/location order)
+            :vendor            (:sales-order/vendor order)
+            :total             (:sales-order/total order)
+            :tax               (:sales-order/tax order)
+            :tip               (:sales-order/tip order)
+            :discount          (:sales-order/discount order)
+            :service-charge    (:sales-order/service-charge order)
+            :date              so-date})
+    ;; charges & line-items
+    (when-let [charges (:sales-order/charges order)]
+      (doseq [chg charges]
+        (swap! flat conj
+               {:entity-type       "charge"
+                :external-id       (str (get chg :charge/external-id))
+                :type-name         (get chg :charge/type-name)
+                :total             (get chg :charge/total)
+                :tax               (get chg :charge/tax)
+                :tip               (get chg :charge/tip)
+                :date              so-date
+                :processor         (get-in chg [:charge/processor :db/ident])
+                :sales-order-external-id (str so-ext-id)})
+        ;; charge returns → sales-refund rows
+        (when-let [returns (:charge/returns chg)]
+          (doseq [rt returns]
+            (swap! flat conj
+                   {:entity-type       "sales-refund"
+                    :type-name         (get rt :type-name)
+                    :total             (get rt :total)
+                    :sales-order-external-id (str so-ext-id)})))))
+    ;; line-items
+    (when-let [items (:sales-order/line-items order)]
+      (doseq [li items]
+        (swap! flat conj
+               {:entity-type         "line-item"
+                :item-name           (get li :order-line-item/item-name)
+                :category            (get li :order-line-item/category)
+                :total               (get li :order-line-item/total)
+                :tax                 (get li :order-line-item/tax)
+                :discount            (get li :order-line-item/discount)
+                :sales-order-external-id (str so-ext-id)})))))
+
+(defn -fetch-order-ids-for-date
+  "Query Datomic for all sales-order eids on a given business date."
+  [db date-str]
+  (let [day-ms (.toEpochSecond ^java.time.LocalDate (java.time.LocalDate/parse date-str))
+        start (* day-ms 1000)
+        end (+ start (* 86400000))]
+    (->> (dc/q '[:find ?e
+                 :in $ ?start-ms ?end-ms
+                 :where [_ :sales-order/date ?d]
+                        [(>= ?d ?start-ms)]
+                        [(<= ?d ?end-ms)]]
+               db start end)
+         (map first)
+         vec)))
+
+
+(defn- date-seq [start end]
+  "Seq of YYYY-MM-DD strings between start and end inclusive."
+  (let [sd   (java.time.LocalDate/parse start)
+        ed   (java.time.LocalDate/parse end)
+        days (int (Math/abs (- (.toEpochDay sd)
+                               (.toEpochDay ed))))]
+    (for [i (range 0 (inc days))]
+      (.toString (.plusDays sd i)))))
+
+(defn- write-day-by-day
+  ([start-date end-date]
+   (write-day-by-day start-date end-date nil))
+  ([start-date end-date opts]
+   (let [all-dates  (set (or (opts :date-set) []))
+         date-range (if (empty? all-dates)
+                      (date-seq start-date end-date)
+                      (filter all-dates
+                              (date-seq start-date end-date)))
+         batch-size (or (opts :batch-size) 100)]
+     (doseq [^String day date-range]
+       (println "[migration] processing" day)
+       (let [eids  (-fetch-order-ids-for-date (dc/db conn) day)
+             batches (partition-all batch-size eids)]
+         (doseq [batch batches]
+           (let [orders (pull-sales-order-data batch)
+                 flat   (volatile! [])]
+             (doseq [o orders]
+               (flatten-order-to-pieces! o flat))
+             (doseq [r @flat]
+               (p/buffer! (:entity-type r) r)))))
+       (doseq [etype ["sales-order" "charge"
+                      "line-item" "sales-refund"]]
+         (p/flush-to-parquet! etype))
+       (println "[migration]" day "complete"))
+      {:status :completed :total-days (count date-range)})))
+
+(defn- write-dead-letter
+  ([flat]
+   (write-dead-letter "dead" flat))
+  ([prefix flat]
+   "Write records with missing dates to a parquet file."
+   (let [dead (filter #(nil? (:date %)) flat)]
+     (when (seq dead)
+       (doseq [r dead]
+         (p/buffer!
+          (str prefix "-" (:entity-type r))
+          r))))))
+
+(defn- flush-all-types []
+  "Flush all entity-type buffers, tracking counts."
+  (let [etypes ["sales-order" "charge"
+                "line-item" "sales-refund"]
+        start  (p/total-buf-count)]
+    (doseq [et etypes]
+      (try
+        (p/flush-to-parquet! et)
+        (catch Exception e
+          (println "[migration/flush]" et "error:" (.getMessage e)))))
+    {:records-flush (- (p/total-buf-count) start)}))
+
+(defn- get-date-range []
+  "Get the earliest and latest business dates from Datomic."
+  (let [dates (->> (dc/q '[:find ?d
+                          :where [_ :sales-order/date ?d]]
+                        (dc/db conn))
+                  (map first)
+                  distinct
+                  sort)]
+    [(when (seq dates) (.toString (first dates)))
+     (when (seq dates) (.toString (last dates)))]))
+
+(defn migrate-all []
+  "Full migration from earliest to latest date: load unflushed,
+    fetch / buffer / flush day by day. Write dead-records for
+    sales orders with missing dates."
+  (println "[migration] starting full migration...")
+  (p/load-unflushed!)
+  (let [order-ids  (fetch-all-sales-order-ids)
+        start-date (first  (get-date-range))
+        end-date   (second (get-date-range))]
+    (if-not (seq order-ids)
+      (do
+        (println "[migration] no orders found")
+        :no-orders)
+      (try
+        ;; pull & buffer any orders missing a business date
+        (doseq [o (pull-sales-order-data order-ids)
+                :when (not (:sales-order/date o))]
+          (let [flat (volatile! [])]
+            (flatten-order-to-pieces! o flat)
+            (doseq [r @flat]
+               (p/buffer! "dead" r))))
+        (write-day-by-day start-date end-date {:batch-size 100})
+        (flush-all-types)
+        (println "[migration] done")
+        :ok
+        (catch Exception e
+          (println "[migration/error]" (.getMessage e))
+          e)))))

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 +751,30 @@
     :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]}}
+
+    ;; Bonanza Produce Statement (multi-invoice)
+   {:vendor "Bonanza Produce"
+    :keywords [#"The perishable agricultural commodities" #"SPARKS, NEVADA"]
+    :extract {:invoice-number #"^\s+[0-9]{2}/[0-9]{2}/[0-9]{2}\s+([0-9]+)\s+INVOICE"
+              :customer-identifier #"(.*?)\s+RETURN"
+              :date #"^\s+([0-9]{2}/[0-9]{2}/[0-9]{2})"
+              :total #"^\s+[0-9]{2}/[0-9]{2}/[0-9]{2}\s+[0-9]+\s+INVOICE\s+([\d.]+)"}
+    :parser {:date [:clj-time "MM/dd/yy"]
+             :total [:trim-commas nil]}
+    :multi #"\n"
+    :multi-match? #"\s+[0-9]{2}/[0-9]{2}/[0-9]{2}\s+[0-9]+\s+INVOICE"}])
 
 (def excel-templates
   [{:vendor "Mama Lu's Foods"
@@ -784,43 +804,41 @@
    {: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)))}])
 
 

src/clj/auto_ap/routes/ezcater_xls.clj

@@ -1,6 +1,6 @@
 (ns auto-ap.routes.ezcater-xls
   (:require
-   [auto-ap.datomic :refer [audit-transact conn]]
+   [auto-ap.datomic :refer [conn]]
    [auto-ap.logging :as alog]
    [clojure.data.json :as json]
    [auto-ap.parse.excel :as excel]
@@ -12,6 +12,7 @@
    [auto-ap.ssr.ui :refer [base-page]]
    [auto-ap.ssr.utils :refer [html-response]]
    [auto-ap.time :as atime]
+   [auto-ap.storage.parquet :as parquet]
    [bidi.bidi :as bidi]
    [clj-time.coerce :as coerce]
    [clojure.java.io :as io]
@@ -103,6 +104,47 @@
       :else
       nil)))
 
+(defn- flatten-order-to-parquet! [order]
+  "Flatten a sales-order into entity-type tagged maps and buffer to parquet."
+  (let [so-ext-id (:sales-order/external-id order)
+        so-date   (some-> (:sales-order/date order) .toString)
+        client    (:sales-order/client order)
+        client-code (if (map? client) (:client/code client) client)]
+    (parquet/buffer! "sales-order"
+                     {:entity-type "sales-order"
+                      :external-id so-ext-id
+                      :client-code client-code
+                      :location    (:sales-order/location order)
+                      :vendor      (:sales-order/vendor order)
+                      :total       (:sales-order/total order)
+                      :tax         (:sales-order/tax order)
+                      :tip         (:sales-order/tip order)
+                      :discount    (:sales-order/discount order)
+                      :service-charge (:sales-order/service-charge order)
+                      :date        so-date})
+    (when-let [charges (:sales-order/charges order)]
+      (doseq [chg charges]
+        (parquet/buffer! "charge"
+                        {:entity-type "charge"
+                         :external-id (:charge/external-id chg)
+                         :type-name   (:charge/type-name chg)
+                         :total       (:charge/total chg)
+                         :tax         (:charge/tax chg)
+                         :tip         (:charge/tip chg)
+                         :date        so-date
+                         :processor   (some-> (:charge/processor chg) name)
+                         :sales-order-external-id so-ext-id})))
+    (when-let [items (:sales-order/line-items order)]
+      (doseq [li items]
+        (parquet/buffer! "line-item"
+                        {:entity-type "line-item"
+                         :item-name   (:order-line-item/item-name li)
+                         :category    (:order-line-item/category li)
+                         :total       (:order-line-item/total li)
+                         :tax         (:order-line-item/tax li)
+                         :discount    (:order-line-item/discount li)
+                         :sales-order-external-id so-ext-id})))))
+
 (defn stream->sales-orders [s]
   (let [clients (map first (dc/q '[:find (pull ?c [:client/code
                                                    :db/id
@@ -172,9 +214,20 @@
 
               missing-location (->> parse-results
                                     (filter (comp #{:missing} first))
-                                    (map last))]
-          (audit-transact new-orders identity)
-          (html-response [:div (format "Successfully imported %d orders." (count new-orders))
+                                    (map last))
+              buffered-count (loop [orders new-orders
+                                    count 0]
+                               (if-let [o (first orders)]
+                                 (do
+                                   (try
+                                     (flatten-order-to-parquet! o)
+                                     (catch Exception e
+                                       (alog/error ::buffer-failed
+                                                   :exception e
+                                                   :order (:sales-order/external-id o))))
+                                   (recur (rest orders) (inc count)))
+                                 count))]
+          (html-response [:div (format "Successfully imported %d orders." buffered-count)
                           (when (seq missing-location)
                             [:div "Missing the following locations"
                              [:ul.ul

src/clj/auto_ap/square/core3.clj

@@ -3,6 +3,7 @@
    [auto-ap.datomic :refer [conn remove-nils]]
    [auto-ap.logging :as log :refer [capture-context->lc with-context-as]]
    [auto-ap.time :as atime]
+   [auto-ap.storage.parquet :as parquet]
    [cemerick.url :as url]
    [clj-http.client :as client]
    [clj-time.coerce :as coerce]
@@ -293,7 +294,9 @@
                       (condp = (:name (:source order))
                         "GRUBHUB"          :ccp-processor/grubhub
                         "UBEREATS"         :ccp-processor/uber-eats
+                        "Uber Eats"         :ccp-processor/uber-eats
                         "DOORDASH"         :ccp-processor/doordash
+                        "DoorDash"         :ccp-processor/doordash
                         "Koala"            :ccp-processor/koala
                         "koala-production" :ccp-processor/koala
                         :ccp-processor/na))
@@ -349,7 +352,10 @@
                        (s/reduce conj []))]
                      [(remove-nils
                        #:sales-order
-                        {:date        (coerce/to-date (time/to-time-zone (coerce/to-date-time (:created_at order)) (time/time-zone-for-id "America/Los_Angeles")))
+                        {:date        (if (= "Invoices" (:name (:source order)))
+                                        (when (:closed_at order)
+                                          (coerce/to-date (time/to-time-zone (coerce/to-date-time (:closed_at order)) (time/time-zone-for-id "America/Los_Angeles")))) 
+                                        (coerce/to-date (time/to-time-zone (coerce/to-date-time (:created_at order)) (time/time-zone-for-id "America/Los_Angeles"))))
                          :client      (:db/id client)
                          :location    (:square-location/client-location location)
                          :external-id (str "square/order/" (:client/code client) "-" (:square-location/client-location location) "-" (:id order))
@@ -379,6 +385,9 @@
                                     ;; sometimes orders stay open in square. At least one payment
                                     ;; is needed to import, in order to avoid importing orders in-progress.
   (and
+   (if (= "Invoices" (:name (:source order)))
+     (boolean (:closed_at order))
+     true)
    (or (> (count (:tenders order)) 0)
        (seq (:returns order)))
    (or (= #{} (set (map #(:status (:card_details %)) (:tenders order))))
@@ -594,6 +603,57 @@
                     (s/buffer 5)
                     (s/realize-each)
                     (s/reduce conj []))))))
+(defn- flatten-order-to-parquet! [order]
+  "Flatten a sales-order into entity-type tagged maps and buffer to parquet.
+   Returns the sales-order external-id for logging."
+  (let [so-ext-id (:sales-order/external-id order)
+        so-date   (some-> (:sales-order/date order) .toString)
+        client    (:sales-order/client order)
+        client-code (when client (if (map? client)
+                                  (:client/code client)
+                                  client))]
+    (parquet/buffer! "sales-order"
+                     {:entity-type "sales-order"
+                      :external-id so-ext-id
+                      :client-code (or client-code (:db/id client))
+                      :location    (:sales-order/location order)
+                      :vendor      (:sales-order/vendor order)
+                      :total       (:sales-order/total order)
+                      :tax         (:sales-order/tax order)
+                      :tip         (:sales-order/tip order)
+                      :discount    (:sales-order/discount order)
+                      :service-charge (:sales-order/service-charge order)
+                      :date        so-date})
+    (when-let [charges (:sales-order/charges order)]
+      (doseq [chg charges]
+        (parquet/buffer! "charge"
+                        {:entity-type "charge"
+                         :external-id (:charge/external-id chg)
+                         :type-name   (:charge/type-name chg)
+                         :total       (:charge/total chg)
+                         :tax         (:charge/tax chg)
+                         :tip         (:charge/tip chg)
+                         :date        so-date
+                         :processor   (some-> (:charge/processor chg) name)
+                         :sales-order-external-id so-ext-id})
+        (when-let [returns (:charge/returns chg)]
+          (doseq [rt returns]
+            (parquet/buffer! "sales-refund"
+                            {:entity-type "sales-refund"
+                             :type-name   (:type-name rt)
+                             :total       (:total rt)
+                             :sales-order-external-id so-ext-id})))))
+    (when-let [items (:sales-order/line-items order)]
+      (doseq [li items]
+        (parquet/buffer! "line-item"
+                        {:entity-type "line-item"
+                         :item-name   (:order-line-item/item-name li)
+                         :category    (:order-line-item/category li)
+                         :total       (:order-line-item/total li)
+                         :tax         (:order-line-item/tax li)
+                         :discount    (:order-line-item/discount li)
+                         :sales-order-external-id so-ext-id})))))
+
 (defn upsert
   ([client]
    (apply de/zip
@@ -608,7 +668,13 @@
                   (doseq [x (partition-all 100 results)]
                     (log/info ::loading-orders
                               :count (count x))
-                    @(dc/transact-async conn x))))))))
+                    (doseq [order x]
+                      (try
+                        (flatten-order-to-parquet! order)
+                        (catch Exception e
+                          (log/error ::buffer-failed
+                                     :exception e
+                                     :order (:sales-order/external-id order)))))))))))
 
 
 (defn upsert-payouts
@@ -862,7 +928,11 @@
 #_(comment 
   (require 'auto-ap.time-reader)
 
-  
+ @(let [[c [l]] (get-square-client-and-location "DBFS")  ]
+     (log/peek :x  [ c l])
+     (search c l #clj-time/date-time "2026-03-28" #clj-time/date-time "2026-03-29")
+
+     ) 
 
   @(let [[c [l]] (get-square-client-and-location "NGAK")  ]
      (log/peek :x  [ c l])
@@ -972,13 +1042,14 @@
                                      :headers (client-base-headers client)
                                      :as      :json})
                  :body)))
-(->>
-     @(let [[c [l]] (get-square-client-and-location "NGGG")]
+  (->>
+   @(let [[c [l]] (get-square-client-and-location "NGGG")]
 
 
-        (search c l (time/plus (time/now))))
-     (filter (fn [r]
-               (str/starts-with? (:created_at r) "2024-03-14"))))
+      (search c l (time/now) (time/plus (time/now) (time/days -1))))
+   
+   (filter (fn [r]
+             (str/starts-with? (:created_at r) "2024-03-14"))))
 
   (def refs
     (->>
@@ -995,35 +1066,35 @@
 
     (map (fn [r] @(get-payment c (:payment_id r))) refs))
 
-(get-square-client-and-location "NGGB")
+  (get-square-client-and-location "NGGB")
 
   (def my-results
     (let [[c [l]] (get-square-client-and-location "NGFA")]))
 
   (clojure.data.csv/write-csv *out*
-                            (for [c  (get-square-clients)
-                                  l (:client/square-locations c)
-                                  :when (:square-location/client-location l)
-                                  bad-row (try (->> @(search c l (coerce/to-date-time #inst "2024-04-01T00:00:00-07:00") (coerce/to-date-time #inst "2024-04-15T23:59:00-07:00"))
-                                                    (filter #(not (should-import-order? %)))
-                                                    (map #(first (deref (order->sales-order c l %))))
-                                                    (filter (fn already-exists [o]
-                                                              (when (:sales-order/external-id o)
-                                                                (seq (dc/q '[:find ?i
-                                                                             :in $ ?ei
-                                                                             :where [?i :sales-order/external-id ?ei]]
-                                                                           (dc/db conn)
-                                                                           (:sales-order/external-id o)))))))
-                                               (catch Exception e
-                                                 []))]
-                              [(:client/code c) (atime/unparse-local (clj-time.coerce/to-date-time (:sales-order/date bad-row)) atime/normal-date) (:sales-order/total bad-row)  (:sales-order/tax bad-row) (:sales-order/tip bad-row) (:db/id bad-row)])
-                            :separator \tab)
+                              (for [c  (get-square-clients)
+                                    l (:client/square-locations c)
+                                    :when (:square-location/client-location l)
+                                    bad-row (try (->> @(search c l (coerce/to-date-time #inst "2024-04-01T00:00:00-07:00") (coerce/to-date-time #inst "2024-04-15T23:59:00-07:00"))
+                                                      (filter #(not (should-import-order? %)))
+                                                      (map #(first (deref (order->sales-order c l %))))
+                                                      (filter (fn already-exists [o]
+                                                                (when (:sales-order/external-id o)
+                                                                  (seq (dc/q '[:find ?i
+                                                                               :in $ ?ei
+                                                                               :where [?i :sales-order/external-id ?ei]]
+                                                                             (dc/db conn)
+                                                                             (:sales-order/external-id o)))))))
+                                                 (catch Exception e
+                                                   []))]
+                                [(:client/code c) (atime/unparse-local (clj-time.coerce/to-date-time (:sales-order/date bad-row)) atime/normal-date) (:sales-order/total bad-row)  (:sales-order/tax bad-row) (:sales-order/tip bad-row) (:db/id bad-row)])
+                              :separator \tab)
   
 
 
 
   ;; => 
-
+  
 
 
   (require 'auto-ap.time-reader)
@@ -1035,7 +1106,7 @@
 
 
                            (def z @(search c l #clj-time/date-time "2025-02-23T00:00:00-08:00"
-                                             #clj-time/date-time "2025-02-28T00:00:00-08:00"))
+                                           #clj-time/date-time "2025-02-28T00:00:00-08:00"))
                            (take 10 (map #(first (deref (order->sales-order c l %))) z)))
 
 
@@ -1051,17 +1122,43 @@
        (count)
        
        )
-  (doseq [c (get-square-clients)]
-    (println "Upserting" (:client/name c))
-    @(upsert c))
+  
+  
+  
+  (doseq [[code] (seq (dc/q '[:find ?code
+                              :in $
+                              :where [?o :sales-order/date ?d]
+                              [(>= ?d #inst "2026-01-01")]
+                              [?o :sales-order/source "Invoices"]
+                              [?o :sales-order/client ?c]
+                              [?c :client/code ?code]]
+                            (dc/db conn)))
+          :let [[c [l]] (get-square-client-and-location code)
+                ]
+          order @(search c l #clj-time/date-time "2026-01-01T00:00:00-08:00" (time/now))
+          :when (= "Invoices" (:name (:source order) ))
+          :let [[sales-order] @(order->sales-order c l order)]]
+    
+    (when (should-import-order? order)
+      (println "DATE IS" (:sales-order/date sales-order))
+      (when (some-> (:sales-order/date sales-order) coerce/to-date-time (time/after?  #clj-time/date-time "2026-2-16T00:00:00-08:00"))
+        (println "WOULD UPDATE" sales-order)
+        @(dc/transact auto-ap.datomic/conn [sales-order])
+        )
+      #_@(dc/transact )
+      (println "DONE"))
+    
+    
+    )
 
   #_(filter (comp #{"OTHER"} :type) (mapcat :tenders z))
   
 
-  (let [[c [l]] (get-square-client-and-location "LFHH")]
-    (search c l (clj-time.coerce/from-date #inst "2025-02-28") (clj-time.coerce/from-date #inst "2025-03-01"))
+  @(let [[c [l]] (get-square-client-and-location "NGRY")]
+     #_(search c l (clj-time.coerce/from-date #inst "2025-02-28") (clj-time.coerce/from-date #inst "2025-03-01"))
 
-    (:order (get-order c l "CLjQqkzVfGa82o5hEFUrGtUGO6QZY" ))
-    )
+     (order->sales-order c l (:order (get-order c l "KdvwntmfMNTKBu8NOocbxatOs18YY" )))
+
+     )
   
   )

src/clj/auto_ap/ssr/components/date_range.clj

@@ -1,11 +1,13 @@
 (ns auto-ap.ssr.components.date-range
   (:require [auto-ap.ssr.components :as com]
+            [auto-ap.ssr.components.buttons :as but]
+            [auto-ap.ssr.svg :as svg]
             [auto-ap.time :as atime]
             [clj-time.coerce :as c]
             [clj-time.core :as t]
             [clj-time.periodic :as per]))
 
-(defn date-range-field [{:keys [value id]}]
+(defn date-range-field [{:keys [value id apply-button?]}]
   [:div {:id id}
    (com/field {:label "Date Range"}
               [:div.space-y-4
@@ -21,11 +23,17 @@
                                                       (atime/unparse-local atime/normal-date))
                                  :placeholder "Date"
                                  :size        :small
-                                 :class "shrink"})
+                                 :class "shrink date-filter-input"})
 
                 (com/date-input {:name        "end-date"
                                  :value       (some-> (:end value)
                                                       (atime/unparse-local atime/normal-date))
                                  :placeholder "Date"
                                  :size        :small
-                                 :class "shrink"})]])])
+                                 :class "shrink date-filter-input"})
+                (when apply-button?
+                  (but/button- {:color :secondary
+                                :size :small
+                                :type "button"
+                                "x-on:click" "$dispatch('datesApplied')"}
+                               "Apply"))]])])

src/clj/auto_ap/ssr/invoices.clj

@@ -37,7 +37,7 @@
    [auto-ap.ssr.invoice.common :refer [default-read]]
    [auto-ap.ssr.invoice.import :as invoice-import]
    [auto-ap.ssr.invoice.new-invoice-wizard :as new-invoice-wizard :refer [location-select*]]
-   [auto-ap.ssr.pos.common :refer [date-range-field*]]
+   [auto-ap.ssr.components.date-range :as dr]
    [auto-ap.ssr.svg :as svg]
    [auto-ap.ssr.utils
              :refer [apply-middleware-to-all-handlers assert-schema
@@ -77,7 +77,7 @@
     [:div {:id "exact-match-id-tag"}]))
 
 (defn filters [request]
-  [:form#invoice-filters {"hx-trigger"   "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form#invoice-filters {"hx-trigger"   "datesApplied, change delay:500ms from:.filter-trigger, keyup changed from:.hot-filter delay:1000ms"
                           "hx-get"       (bidi/path-for ssr-routes/only-routes
                                                         ::route/table)
                           "hx-target"    "#entity-table"
@@ -92,7 +92,8 @@
                                :url (bidi/path-for ssr-routes/only-routes :vendor-search)
                                :value       (:vendor (:query-params request))
                                :value-fn :db/id
-                               :content-fn :vendor/name}))
+                               :content-fn :vendor/name
+                               :class       "filter-trigger"}))
     (com/field {:label "Account"}
                (com/typeahead {:name        "account"
                                :id          "account"
@@ -100,8 +101,12 @@
                                :value       (:account (:query-params request))
                                :value-fn :db/id
                                :content-fn #(:account/name (d-accounts/clientize (dc/pull (dc/db conn) d-accounts/default-read (:db/id %))
-                                                                                 (:db/id (:client request))))}))
-    (date-range-field* request)
+                                                                                 (:db/id (:client request))))
+                               :class       "filter-trigger"}))
+    (dr/date-range-field {:value {:start (:start-date (:query-params request))
+                                 :end (:end-date (:query-params request))}
+                        :id "date-range"
+                        :apply-button? true})
     (com/field {:label "Check #"}
                (com/text-input {:name        "check-number"
                                 :id          "check-number"
@@ -486,7 +491,10 @@
                  :fetch-page         fetch-page
                  :oob-render
                  (fn [request]
-                   [(assoc-in (date-range-field* request) [1 :hx-swap-oob] true)
+                   [(assoc-in (dr/date-range-field {:value {:start (:start-date (:query-params request))
+                                                           :end (:end-date (:query-params request))}
+                                                   :id "date-range"
+                                                   :apply-button? true}) [1 :hx-swap-oob] true)
                     (assoc-in (exact-match-id* request)  [1 :hx-swap-oob] true)])
                  :query-schema query-schema
                  :parse-query-params (fn [p]

src/clj/auto_ap/ssr/ledger/balance_sheet.clj

@@ -81,7 +81,7 @@
           data (into []
                      (for [client-id client-ids
                            d date
-                           [client-id account-id location debits credits balance count] (iol-ion.query/detailed-account-snapshot (dc/db conn) client-id (coerce/to-date (time/plus d (time/days 1))))
+                           [client-id account-id location debits credits balance count] (iol-ion.query/detailed-account-snapshot (dc/db conn) client-id (coerce/to-date d))
                            :let [account ((or (lookup-account client-id) {}) account-id)]]
                        {:client-id client-id
                         :account-id account-id

src/clj/auto_ap/storage/parquet.clj

@@ -0,0 +1,297 @@
+(ns auto-ap.storage.parquet
+  (:require [config.core :refer [env]]
+            [amazonica.aws.s3 :as s3]
+            [clojure.java.io :as io]
+            [clojure.string :as str]
+            [clojure.data.json :as json])
+  (:import (java.sql DriverManager)
+           (java.time LocalDate)))
+
+(def ^:dynamic *bucket* (:data-bucket env))
+(def parquet-prefix "sales-details")
+
+(defn s3-location [filename]
+  (str "s3://" *bucket* "/" filename))
+
+(defn parquet-key [entity-type date-str]
+  (str parquet-prefix "/" entity-type "/" date-str ".parquet"))
+
+(def db (atom nil))
+
+(defn connect! []
+  (let [conn (DriverManager/getConnection "jdbc:duckdb:")
+        stmt (.createStatement conn)]
+    (.execute stmt "INSTALL httpfs; LOAD httpfs;")
+    (.close stmt)
+    (.addShutdownHook (Runtime/getRuntime)
+                      (Thread. #(fn [])))
+    (reset! db conn)))
+
+(defn disconnect! []
+  (locking db
+    (when-let [c @db]
+      (.close c)
+      (reset! db nil))))
+
+(defmacro with-duckdb
+  [& body]
+  `(let [conn# (or @db (connect!))]
+     (try
+       (let [~'conn conn#]
+         ~@body)
+       (finally
+         (when (and (not @db) conn#)
+           (.close conn#))))))
+
+(defn execute! [sql]
+  (with-duckdb
+    (let [stmt (.createStatement conn)]
+      (.execute stmt sql)
+      nil)))
+
+(defn query-scalar [sql]
+  (with-duckdb
+    (let [stmt (.createStatement conn)
+          rs   (.executeQuery stmt sql)]
+      (when (.next rs)
+        (.getObject rs 1)))))
+
+(defn query-rows [sql]
+  (with-duckdb
+    (let [stmt      (.createStatement conn)
+          rs        (.executeQuery stmt sql)
+          meta      (.getMetaData rs)
+          col-count (.getColumnCount meta)
+          cols      (vec (for [i (range 1 (inc col-count))]
+                           (keyword (.getColumnLabel meta i))))]
+      (loop [rows []]
+        (if (.next rs)
+          (recur (conj rows
+                       (zipmap cols
+                               (vec (for [i (range 1 (inc col-count))]
+                                      (.getObject rs i))))))
+          rows)))))
+
+(defn execute-to-parquet! [sql ^String parquet-path]
+  (with-duckdb
+    (let [stmt (.createStatement conn)]
+      (.execute stmt
+                (format "COPY (%s) TO '%s' (FORMAT PARQUET, OVERWRITE_OR_IGNORE)"
+                        sql parquet-path))
+      (io/file parquet-path))))
+
+(defn upload-parquet! [local-parquet-file s3-key]
+  (s3/put-object {:bucket-name *bucket*
+                  :key         s3-key
+                  :file        local-parquet-file})
+  (s3-location s3-key))
+
+(defonce *buffers* (atom {}))
+
+(defn- wal-dir []
+  (io/file (System/getProperty "user.dir" "/tmp")
+           "parquet-wal"))
+
+(defn- init-wal! []
+  (let [dir (wal-dir)]
+    (when-not (.exists dir)
+      (.mkdirs dir))))
+
+(defn buffer! [entity-type record]
+  (init-wal!)
+  (let [seq-no (System/currentTimeMillis)
+        entry  (assoc record :_seq-no seq-no)]
+    (swap! *buffers* update entity-type (fnil conj []) entry)
+    (try
+      (let [wal-file (io/file (wal-dir)
+                              (str entity-type ".jsonl"))]
+        (io/make-parents wal-file)
+        (with-open [w (io/writer wal-file :append true)]
+           (.write w ^String (json/write-str {:seq-no seq-no
+                                               :record record}))
+           (.write w (int \newline))))
+      (catch Exception e
+        (println "[parquet/wal]" (.getMessage e))))
+    entry))
+
+(defn clear-buffer! [entity-type]
+  (swap! *buffers* dissoc entity-type))
+
+(defn buffer-count [entity-type]
+  (-> @*buffers* (get entity-type []) count))
+
+(defn total-buf-count []
+  (->> @*buffers*
+       vals (mapcat identity) count))
+
+(defn flush-to-parquet! [entity-type]
+  "Flush buffered records for entity-type to parquet + S3."
+  (let [records (get @*buffers* entity-type [])]
+    (if (empty? records)
+      {:status :no-records}
+      (let [date-str   (.toString (LocalDate/now))
+            jsonl-file   (io/file "/tmp"
+                                  (str entity-type "-" date-str ".jsonl"))
+            parquet-file (io/file "/tmp"
+                                  (str entity-type "-" date-str ".parquet"))
+            s3-key       (parquet-key entity-type date-str)]
+        (try
+          (with-open [w (io/writer jsonl-file :append true)]
+            (doseq [r records]
+               (.write w ^String (json/write-str (dissoc r :_seq-no)))
+               (.write w (int \newline))))
+          (execute-to-parquet!
+           (format "SELECT * FROM read_json_auto('%s')"
+                   (.getAbsolutePath jsonl-file))
+           (.getAbsolutePath parquet-file))
+          (upload-parquet! parquet-file s3-key)
+          (clear-buffer! entity-type)
+          (.delete ^java.io.File jsonl-file)
+          (.delete ^java.io.File parquet-file)
+          {:key s3-key :status :ok}
+          (catch Exception e
+            (throw (ex-info "Flush failed" {:entity-type entity-type}
+                            :error (.getMessage e)))))))))
+
+(defn flush-by-date! []
+  "Flush all entity types for today."
+  (let [etypes    ["sales-order" "charge"
+                   "line-item" "sales-refund"]
+        flushed   (into #{}
+                        (keep (fn [et]
+                                (let [{:keys [status]}
+                                      (flush-to-parquet! et)]
+                                  (when (= status :ok)
+                                    et))))
+                        etypes)]
+    {:flushed flushed}))
+
+(defn load-unflushed! []
+  "Restore unflushed records from WAL jsonl files into *buffers."
+  (init-wal!)
+  (let [etypes ["sales-order" "charge"
+                "line-item" "sales-refund"]
+        loaded (reduce-kv
+                (fn [acc et data]
+                  (if-not (empty? data)
+                    (assoc acc et
+                           (->> (str/split-lines data)
+                                (keep #(try
+                                         (let [entry (json/read-str %)]
+                                           (when entry
+                                             (assoc (:record entry) :_seq-no (:seq-no entry))))
+                                         (catch Exception _)))))
+                    acc))
+                {}
+                (into {}
+                      (keep (fn [et]
+                              (let [f (io/file
+                                       (wal-dir)
+                                       (str et ".jsonl"))]
+                                [et (slurp f)])))
+                      etypes))]
+    (swap! *buffers* merge loaded)))
+
+(defn get-unflushed-count []
+  (total-buf-count))
+
+(defn unflushed-records? []
+  (not= 0 (total-buf-count)))
+
+;;; DuckDB Read Layer
+
+(defn date-seq [start end]
+  "Seq of YYYY-MM-DD strings between start and end inclusive."
+  (let [sd   (LocalDate/parse start)
+        ed   (LocalDate/parse end)
+        days (int (Math/abs
+                   (- (.toEpochDay sd)
+                      (.toEpochDay ed))))]
+    (for [i (range 0 (inc days))]
+      (.toString (.plusDays sd i)))))
+
+(defn today []
+  (.toString (LocalDate/now)))
+
+(defn parquet-query [entity-type start-date end-date]
+  "Build SQL to read all parquet files in date range.
+   Returns map with :sql and :count-sql keys."
+  (let [date-strs (date-seq start-date end-date)
+        urls      (vec
+                   (map #(format "'s3://%%s/sales-details/%%s/%%s.parquet'"
+                                 *bucket* entity-type %)
+                        date-strs))
+        sql       (str "SELECT * FROM read_parquet(["
+                       (str/join ", " urls)
+                       "])")]
+    {:sql       sql
+     :count-sql (format "SELECT COUNT(*) FROM (%s) t" sql)}))
+
+(defn- build-where-clause [opts field-pairs]
+  "Build SQL WHERE clause from opts map.
+   fields-with-keys is vector of [:field-key :env-var-name]."
+  (let [clauses (keep
+                 (fn [[key env]]
+                   (let [v (get opts key)]
+                     (when v
+                       (str env " = '" v "'"))))
+                 field-pairs)]
+    (when (seq clauses)
+      (str " WHERE " (str/join " AND " clauses)))))
+
+(defn get-sales-orders
+  ([start-date end-date]
+   (get-sales-orders start-date end-date {}))
+  ([start-date end-date opts]
+   (let [q               (parquet-query "sales-order"
+                                         start-date end-date)
+          base-sql         (:sql q)
+          count-sql        (:count-sql q)
+          sort             (get opts :sort "date")
+          order            (get opts :order "DESC")
+          limit            (get opts :limit)
+          offset           (get opts :offset)
+          where-str        (build-where-clause
+
+                            opts
+                            [[:client "external_id.client"]
+                             [:vendor "external_id.vendor"]
+                             [:location "location"]])
+          full-sql         (if where-str
+                             (str base-sql where-str)
+                             base-sql)
+          result           (cond-> full-sql
+                             sort      (str " ORDER BY " sort
+                                            " " (name order))
+                             limit     (str " LIMIT " limit)
+                             offset    (str " OFFSET " offset))
+          full-count       (if where-str
+                             (str count-sql where-str)
+                             count-sql)]
+      {:rows   (query-rows result)
+       :count  (or
+                (int
+                 (query-scalar
+                  full-count)) 0)})))
+
+(defn query-deduped [entity-type start-date end-date]
+  "Query records deduplicated by external-id (latest _seq_no wins)."
+  (let [q (parquet-query entity-type start-date end-date)]
+    (query-rows
+     (str (:sql q)
+          " QUALIFY ROW_NUMBER() OVER"
+          "   (PARTITION BY sales_order.external_id"
+          " ORDER BY _seq_no DESC) = 1"))))
+
+(defn query-by-entity-id [entity-type external-id
+                          start-date end-date]
+  (->> (query-deduped entity-type start-date end-date)
+       (filter #(= (:external_id %)
+                   (name external-id)))
+       first))
+
+(defn count-records-in-parquet
+  [entity-type start-date end-date]
+  (let [q (parquet-query entity-type
+                         start-date end-date)]
+    (or (int (query-scalar (:count-sql q))) 0)))

src/clj/auto_ap/storage/sales_summaries.clj

@@ -0,0 +1,184 @@
+(ns auto-ap.storage.sales-summaries
+  "Aggregation functions querying Parquet files on S3 via DuckDB.
+   Entity types: sales-order | charge | line-item | sales-refund
+   S3 pattern: s3://<bucket>/sales-details/<entity-type>/<YYYY-MM-DD>.parquet"
+  (:require [auto-ap.storage.parquet :as p]
+            [clojure.string :as str]))
+
+(defn- dq [name]
+  (str "\"" name "\""))
+
+(defn- sum-dbl [val]
+  (try
+    (if val (double val) 0.0)
+    (catch Exception _e
+      0.0)))
+
+(defn- pq-files [entity-type start-date end-date]
+  "Vector of S3 parquet file paths for date range."
+  (let [dates (p/date-seq start-date end-date)]
+    (vec
+     (map #(str "'s3://" p/*bucket*
+                "/sales-details/" entity-type "/"
+                % ".parquet") dates))))
+
+(defn sum-payments-by-type [client-id start-date end-date]
+  "Return {processor-key -> {type-name-string -> total-double}}."
+  (let [files (pq-files "charge" start-date end-date)]
+    (try
+      (let [sql (str "SELECT "
+                     (dq "processor")
+                     " AS proc, "
+                     (dq "type-name")
+                     " AS type_name, "
+                     "SUM("
+                     (dq "total")
+                     ")::DOUBLE AS total_amount "
+                     "FROM read_parquet(["
+                     (str/join ", " files)
+                     "]) "
+                     "WHERE "
+                     (dq "client-code")
+                     " = '" client-id "' "
+                     "GROUP BY "
+                     (dq "processor") ", "
+                     (dq "type-name"))]
+        (let [rows (p/query-rows sql)]
+          (reduce (fn [acc row]
+                    (let [proc (:proc row)
+                          tname (str/trim (name (:type_name row)))
+                          total (sum-dbl (:total_amount row))]
+                      (update acc proc
+                              (fn [inner]
+                                (let [b (or inner {})]
+                                  (assoc b
+                                         tname
+                                         (+ (get b tname 0.0) total)))))))
+                  {}
+                   rows)))
+      (catch Exception e
+        (println "[sales-summaries]" (.getMessage e))
+        {}))))
+
+(defn sum-discounts [client-id start-date end-date]
+  (let [files (pq-files "sales-order" start-date end-date)]
+    (try
+      (let [sql (str "SELECT SUM("
+                     (dq "discount")
+                     ")::DOUBLE AS discount_total "
+                     "FROM read_parquet(["
+                     (str/join ", " files)
+                     "]) "
+                     "WHERE "
+                     (dq "client-code")
+                     " = '" client-id "'")]
+        (or (some-> (first (p/query-rows sql)) :discount_total sum-dbl) 0.0))
+      (catch Exception e
+        (println "[sales-summaries/discounts]" (.getMessage e))
+        0.0))))
+
+(defn sum-refunds-by-type [client-id start-date end-date]
+  (let [files (pq-files "sales-refund" start-date end-date)]
+    (try
+      (let [sql (str "SELECT "
+                     (dq "type-name")
+                     " AS type_name, "
+                     "SUM("
+                     (dq "total")
+                     ")::DOUBLE AS total_amount "
+                     "FROM read_parquet(["
+                     (str/join ", " files)
+                     "]) "
+                     "WHERE "
+                     (dq "sales-order-external-id")
+                     " IN (SELECT "
+                     (dq "external-id")
+                     " FROM read_parquet(["
+                     (str/join ", " (pq-files "sales-order" start-date end-date))
+                     "]) WHERE "
+                     (dq "client-code")
+                     " = '" client-id "') "
+                     "GROUP BY " (dq "type-name"))]
+        (let [rows (p/query-rows sql)]
+          (reduce (fn [acc row]
+                    (let [tname (str/trim (name (:type_name row)))
+                          total (sum-dbl (:total_amount row))]
+                      (assoc acc tname (+ (get acc tname 0.0) total))))
+                  {}
+                  rows)))
+      (catch Exception e
+        (println "[sales-summaries/refunds]" (.getMessage e))
+        {}))))
+
+(defn sum-taxes [client-id start-date end-date]
+  (let [files (pq-files "sales-order" start-date end-date)]
+    (try
+      (let [sql (str "SELECT SUM("
+                     (dq "tax")
+                     ")::DOUBLE AS tax_total "
+                     "FROM read_parquet(["
+                     (str/join ", " files)
+                     "]) "
+                     "WHERE "
+                     (dq "client-code")
+                     " = '" client-id "'")]
+        (or (some-> (first (p/query-rows sql)) :tax_total sum-dbl) 0.0))
+      (catch Exception e
+        (println "[sales-summaries/tax]" (.getMessage e))
+        0.0))))
+
+(defn sum-tips [client-id start-date end-date]
+  (let [files (pq-files "sales-order" start-date end-date)]
+    (try
+      (let [sql (str "SELECT SUM("
+                     (dq "tip")
+                     ")::DOUBLE AS tip_total "
+                     "FROM read_parquet(["
+                     (str/join ", " files)
+                     "]) "
+                     "WHERE "
+                     (dq "client-code")
+                     " = '" client-id "'")]
+        (or (some-> (first (p/query-rows sql)) :tip_total sum-dbl) 0.0))
+      (catch Exception e
+        (println "[sales-summaries/tip]" (.getMessage e))
+        0.0))))
+
+(defn sum-sales-by-category [client-id start-date end-date]
+  (let [files (pq-files "line-item" start-date end-date)]
+    (try
+      (let [sql (str "SELECT "
+                     (dq "category")
+                     " AS category, "
+                     "SUM("
+                     (dq "total")
+                     ")::DOUBLE AS total_amount, "
+                     "SUM("
+                     (dq "tax")
+                     ")::DOUBLE AS tax_amount, "
+                     "SUM("
+                     (dq "discount")
+                     ")::DOUBLE AS discount_amount "
+                     "FROM read_parquet(["
+                     (str/join ", " files)
+                     "]) "
+                     "WHERE "
+                     (dq "sales-order-external-id")
+                     " IN (SELECT "
+                     (dq "external-id")
+                     " FROM read_parquet(["
+                     (str/join ", " (pq-files "sales-order" start-date end-date))
+                     "]) WHERE "
+                     (dq "client-code")
+                     " = '" client-id "') "
+                     "GROUP BY " (dq "category"))]
+        (let [rows (p/query-rows sql)]
+          (mapv (fn [row]
+                  {:category (or (:category row) "Unknown")
+                   :total (sum-dbl (:total_amount row))
+                   :tax (sum-dbl (:tax_amount row))
+                   :discount (sum-dbl (:discount_amount row))})
+                rows)))
+      (catch Exception e
+        (println "[sales-summaries/sales]" (.getMessage e))
+        []))))

test/clj/auto_ap/parse/templates_test.clj

@@ -0,0 +1,72 @@
+(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)))))))
+
+(deftest parse-bonanza-produce-statement-13595522
+  (testing "Should parse Bonanza Produce statement 13595522 with multiple invoices"
+    (let [pdf-file (io/file "dev-resources/13595522.pdf")
+          pdf-text (:out (clojure.java.shell/sh "pdftotext" "-layout" (str pdf-file) "-"))
+          results (sut/parse pdf-text)]
+      (is (some? results) "parse should return results")
+      (is (= 4 (count results)) "Should parse 4 invoices from statement")
+      (doseq [result results]
+        (is (= "Bonanza Produce" (:vendor-code result)))
+        (is (= "600 VISTA WAY" (:customer-identifier result))))
+      (is (= "03876838" (:invoice-number (nth results 0))))
+      (is (= "03877314" (:invoice-number (nth results 1))))
+      (is (= "03878619" (:invoice-number (nth results 2))))
+      (is (= "03879035" (:invoice-number (nth results 3))))
+      (is (= "891.65" (:total (nth results 0))))
+      (is (= "720.33" (:total (nth results 1))))
+      (is (= "853.16" (:total (nth results 2))))
+      (is (= "1066.60" (:total (nth results 3)))))))
+
+(deftest parse-bonanza-produce-invoice-03882095
+  (testing "Should parse Bonanza Produce invoice 03882095 with customer identifier including address"
+    (let [pdf-file (io/file "dev-resources/INVOICE - 03882095.pdf")
+          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
+        (is (= "Bonanza Produce" (:vendor-code result)))
+        (is (= "03882095" (:invoice-number result)))
+        (let [d (:date result)]
+          (is (= 2026 (time/year d)))
+          (is (= 1 (time/month d)))
+          (is (= 23 (time/day d))))
+        (is (= "NICK THE GREEK" (:customer-identifier result)))
+        (is (= "600 VISTA WAY" (str/trim (:account-number result))))
+        (is (= "946.24" (:total result)))))))

test/clj/auto_ap/storage/parquet_test.clj

@@ -0,0 +1,30 @@
+(ns auto-ap.storage.parquet-test
+  (:require [auto-ap.storage.parquet :as p]
+            [clojure.test :refer [deftest is testing use-fixtures]]))
+
+(deftest test-query-scalar
+  (testing "SELECT 1 returns 1"
+    (is (= 1 (p/query-scalar "SELECT 1")))))
+
+(deftest test-query-scalar-with-expression
+  (testing "SELECT 2 + 2 returns 4"
+    (is (= 4 (p/query-scalar "SELECT 2 + 2")))))
+
+(deftest test-buffer
+  (testing "buffer! adds record to buffer"
+    (p/clear-buffer! "test-type")
+    (p/buffer! "test-type" {:id 1 :name "test"})
+    (is (= 1 (p/buffer-count "test-type")))))
+
+(deftest test-clear-buffer
+  (testing "clear-buffer! empties buffer"
+    (p/clear-buffer! "test-type")
+    (p/buffer! "test-type" {:id 2})
+    (is (= 1 (p/buffer-count "test-type")))
+    (p/clear-buffer! "test-type")
+    (is (= 0 (p/buffer-count "test-type")))))
+
+(deftest test-date-seq
+  (testing "date-seq generates correct sequence"
+    (let [result (p/date-seq "2024-04-01" "2024-04-03")]
+      (is (= ["2024-04-01" "2024-04-02" "2024-04-03"] result)))))

test/clj/auto_ap/storage/perf_test.clj

@@ -0,0 +1,112 @@
+(ns auto-ap.storage.perf-test
+  (:require [auto-ap.storage.parquet :as p]
+            [amazonica.aws.s3 :as s3]
+            [clojure.java.io :as io]
+            [clojure.string :as str])
+  (:import (java.sql DriverManager)
+           (java.time Instant)))
+
+(defn timestamp []
+  (System/currentTimeMillis))
+
+(defn timed [label sql-fn]
+  (let [start (timestamp)
+        result (sql-fn)
+        elapsed (- (timestamp) start)]
+    (println (format "%s: %d ms" label elapsed))
+    result))
+
+(defn run-perf-tests []
+  (p/connect!)
+  (try
+    (let [bucket "data.dev.app.integreatconsult.com"
+          prefix "test-duckdb"
+          local-parquet "/tmp/test_data.parquet"
+          s3-key (str prefix "/data.parquet")]
+
+      ;; Create 100k test rows
+      (println "\n=== Creating 100k test rows ===")
+      (p/execute! "DROP TABLE IF EXISTS test_data")
+      (p/execute! (str "
+        CREATE TABLE test_data AS 
+        SELECT 
+          i AS id,
+          'order_' || i AS external_id,
+          CASE (i % 5) 
+            WHEN 0 THEN 'north'
+            WHEN 1 THEN 'south' 
+            WHEN 2 THEN 'east'
+            WHEN 3 THEN 'west'
+            ELSE 'central'
+          END AS region,
+          CASE (i % 8)
+            WHEN 0 THEN 'food'
+            WHEN 1 THEN 'beverage'
+            WHEN 2 THEN 'alcohol'
+            WHEN 3 THEN 'catering'
+            WHEN 4 THEN 'retail'
+            WHEN 5 THEN 'dessert'
+            WHEN 6 THEN 'merch'
+            ELSE 'other'
+          END AS category,
+          ROUND(1 + ABS(RANDOM() % 10000) / 100.0, 2) AS amount,
+          CAST(DATE '2024-01-01' + (i % 365) * INTERVAL '1 day' AS DATE) AS sale_date,
+          CASE WHEN i % 20 = 0 THEN 'voided' ELSE 'active' END AS status
+        FROM generate_series(1, 100000) AS t(i)"))
+      (println "Row count:" (p/query-scalar "SELECT COUNT(*) FROM test_data"))
+      (println "Voided count:" (p/query-scalar "SELECT COUNT(*) FROM test_data WHERE status = 'voided'"))
+      (println "Amount > 3 count:" (p/query-scalar "SELECT COUNT(*) FROM test_data WHERE amount > 3"))
+
+      ;; Write to local parquet
+      (println "\n=== Writing local parquet ===")
+      (timed "Write parquet" #(p/execute-to-parquet! "SELECT * FROM test_data" local-parquet))
+      (let [f (io/file local-parquet)]
+        (println "File size:" (format "%.1f MB" (/ (.length f) 1048576.0))))
+
+      ;; Upload to S3
+      (println "\n=== Uploading to S3 ===")
+      (timed "S3 upload" #(p/upload-parquet! (io/file local-parquet) prefix))
+      (println "S3 URI:" (p/s3-location s3-key))
+
+      ;; Now test reading from S3
+      (println "\n=== Performance Tests (reading from S3) ===")
+      (let [s3-uri (str "s3://" bucket "/" s3-key)]
+
+        ;; Register S3 parquet as a view/table in DuckDB
+        (p/execute! (format "CREATE VIEW s3_test AS SELECT * FROM read_parquet('%s')" s3-uri))
+        (println "Total rows in S3:" (p/query-scalar "SELECT COUNT(*) FROM s3_test"))
+
+        ;; Test 1: Page 1 - first 25 rows
+        (println "\n--- Test 1: Page 1 (LIMIT 25 OFFSET 0) ---")
+        (timed "First page (25 rows)" #(p/query-rows "SELECT * FROM s3_test ORDER BY id LIMIT 25"))
+        (println "Sample row:" (first (p/query-rows "SELECT * FROM s3_test ORDER BY id LIMIT 1")))
+
+        ;; Test 2: Page 20 - rows 475-500 (OFFSET 475)
+        (println "\n--- Test 2: Page 20 (LIMIT 25 OFFSET 475) ---")
+        (timed "Page 20 (25 rows)" #(p/query-rows "SELECT * FROM s3_test ORDER BY id LIMIT 25 OFFSET 475"))
+
+        ;; Test 3: Filter amount > 3 (no pagination)
+        (println "\n--- Test 3: Filter amount > 3 (no limit) ---")
+        (timed "Filter amount > 3 (all)" #(do (p/query-scalar "SELECT COUNT(*) FROM s3_test WHERE amount > 3") :done))
+
+        ;; Test 4: Filter + pagination
+        (println "\n--- Test 4: Filter amount > 3 + LIMIT 25 ---")
+        (timed "Filter + paginated (25 rows)" #(p/query-rows "SELECT * FROM s3_test WHERE amount > 3 ORDER BY id LIMIT 25"))
+
+        ;; Test 5: Filter + page 20
+        (println "\n--- Test 5: Filter amount > 3 + LIMIT 25 OFFSET 475 ---")
+        (timed "Filter + page 20" #(p/query-rows "SELECT * FROM s3_test WHERE amount > 3 ORDER BY id LIMIT 25 OFFSET 475"))
+
+        ;; Test 6: Aggregation on S3 data
+        (println "\n--- Test 6: Aggregation (SUM, AVG on amount) ---")
+        (timed "Aggregation SUM/AVG" #(p/query-scalar "SELECT SUM(amount), AVG(amount) FROM s3_test WHERE status = 'active'"))
+
+        ;; Cleanup
+        (p/execute! "DROP VIEW IF EXISTS s3_test")
+        (p/execute! "DROP TABLE IF EXISTS test_data"))
+
+    (finally
+      (p/disconnect!))))
+
+(run-perf-tests)
+(println "\n=== Done ===")