29 Commits

Author SHA1 Message Date
b6649a3d1d fixes 2026-05-31 08:37:44 -07:00
38ae6f460f Cleanup of simple/advanced mode 2026-05-31 08:30:11 -07:00
e156d8bfd8 fixes vendor selection bug 2026-05-30 09:21:39 -07:00
5c2cf8a631 agent changes 2026-05-30 00:08:27 -07:00
b8a0e9c3dc merged. 2026-05-29 17:32:33 -07:00
9659164fdc instructions 2026-05-29 11:07:44 -07:00
8f0a474fa8 resources 2026-05-29 10:55:34 -07:00
6814cf1b15 better login page 2026-05-29 10:55:14 -07:00
3441ae63b4 fix: normalize account ref map to db/id in simple mode rendering
When a transaction is pre-coded, the snapshot stores :transaction-account/account
as a Datomic ref map {:db/id N} rather than a bare integer. simple-mode-fields*
and the simpleAccountId Alpine initializer both need the integer id, not the map,
to correctly populate the account typeahead value and the x-hx-val binding.
2026-05-28 00:10:15 -07:00
79ddda624a fix: change toggle-mode links from hx-get to hx-post so form data is submitted 2026-05-27 23:53:43 -07:00
cbb9bc750d fix: prefer step-params over snapshot for row-count and existing-row 2026-05-27 23:49:59 -07:00
a7ac7eae35 refactor: remove dead code and redundant assertions in simple/advanced mode tests 2026-05-27 23:44:18 -07:00
c6699dd05a test: complete AC17 fields-present assertions 2026-05-27 23:39:35 -07:00
1be83a01f5 test: add missing AC tests and fix AC numbering 2026-05-27 23:36:08 -07:00
ebd91f1911 test: strengthen assertions and add AC6 save round-trip test 2026-05-27 23:25:47 -07:00
c9a587a8c5 test: add tests for simple/advanced mode in transaction edit modal 2026-05-27 23:17:10 -07:00
9997d60de1 fix: handle absent :transaction/accounts in simple-mode-fields* (ValCursor crash) 2026-05-27 23:07:52 -07:00
06fb0ea067 feat: update edit-vendor-changed-handler to support simple/advanced mode 2026-05-27 22:03:13 -07:00
9a7d0b8b18 feat: add edit-wizard-toggle-mode-handler 2026-05-27 21:59:33 -07:00
70a3db9a64 fix: repair vendor-changed swap target and remove unused declare 2026-05-27 21:57:11 -07:00
4e22fb1d82 feat: extract manual-coding-section* with simple/advanced mode selection 2026-05-27 21:52:09 -07:00
a88dcf4122 fix: safe cursor indexing in simple-mode-fields* 2026-05-27 21:44:54 -07:00
00b5303c28 feat: add simple-mode-fields* for transaction edit modal 2026-05-27 21:40:04 -07:00
ab1a2c3368 feat: add edit-wizard-toggle-mode route 2026-05-27 21:35:21 -07:00
724b6d82f5 docs: add implementation plan for transaction edit simple/advanced mode 2026-05-27 21:33:17 -07:00
6500c44909 docs: fix spec inconsistencies from self-review 2026-05-27 21:10:20 -07:00
2e4152e3fc docs: add spec for transaction edit modal simple/advanced mode 2026-05-27 21:09:37 -07:00
6ce6a6e0c7 restored default. 2026-05-27 14:14:12 -07:00
17eebe5628 Add http-port override, login UI improvements, and dev tooling 2026-05-27 14:13:43 -07:00
25 changed files with 3079 additions and 491 deletions

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---
name: frontend-design
description: Create distinctive, production-grade frontend interfaces with high design quality. Use this skill when the user asks to build web components, pages, artifacts, posters, or applications (examples include websites, landing pages, dashboards, React components, HTML/CSS layouts, or when styling/beautifying any web UI). Generates creative, polished code and UI design that avoids generic AI aesthetics.
license: Complete terms in LICENSE.txt
---
This skill guides creation of distinctive, production-grade frontend interfaces that avoid generic "AI slop" aesthetics. Implement real working code with exceptional attention to aesthetic details and creative choices.
The user provides frontend requirements: a component, page, application, or interface to build. They may include context about the purpose, audience, or technical constraints.
## Design Thinking
Before coding, understand the context and commit to a BOLD aesthetic direction:
- **Purpose**: What problem does this interface solve? Who uses it?
- **Tone**: Pick an extreme: brutally minimal, maximalist chaos, retro-futuristic, organic/natural, luxury/refined, playful/toy-like, editorial/magazine, brutalist/raw, art deco/geometric, soft/pastel, industrial/utilitarian, etc. There are so many flavors to choose from. Use these for inspiration but design one that is true to the aesthetic direction.
- **Constraints**: Technical requirements (framework, performance, accessibility).
- **Differentiation**: What makes this UNFORGETTABLE? What's the one thing someone will remember?
**CRITICAL**: Choose a clear conceptual direction and execute it with precision. Bold maximalism and refined minimalism both work - the key is intentionality, not intensity.
Then implement working code (HTML/CSS/JS, React, Vue, etc.) that is:
- Production-grade and functional
- Visually striking and memorable
- Cohesive with a clear aesthetic point-of-view
- Meticulously refined in every detail
## Frontend Aesthetics Guidelines
Focus on:
- **Typography**: Choose fonts that are beautiful, unique, and interesting. Avoid generic fonts like Arial and Inter; opt instead for distinctive choices that elevate the frontend's aesthetics; unexpected, characterful font choices. Pair a distinctive display font with a refined body font.
- **Color & Theme**: Commit to a cohesive aesthetic. Use CSS variables for consistency. Dominant colors with sharp accents outperform timid, evenly-distributed palettes.
- **Motion**: Use animations for effects and micro-interactions. Prioritize CSS-only solutions for HTML. Use Motion library for React when available. Focus on high-impact moments: one well-orchestrated page load with staggered reveals (animation-delay) creates more delight than scattered micro-interactions. Use scroll-triggering and hover states that surprise.
- **Spatial Composition**: Unexpected layouts. Asymmetry. Overlap. Diagonal flow. Grid-breaking elements. Generous negative space OR controlled density.
- **Backgrounds & Visual Details**: Create atmosphere and depth rather than defaulting to solid colors. Add contextual effects and textures that match the overall aesthetic. Apply creative forms like gradient meshes, noise textures, geometric patterns, layered transparencies, dramatic shadows, decorative borders, custom cursors, and grain overlays.
NEVER use generic AI-generated aesthetics like overused font families (Inter, Roboto, Arial, system fonts), cliched color schemes (particularly purple gradients on white backgrounds), predictable layouts and component patterns, and cookie-cutter design that lacks context-specific character.
Interpret creatively and make unexpected choices that feel genuinely designed for the context. No design should be the same. Vary between light and dark themes, different fonts, different aesthetics. NEVER converge on common choices (Space Grotesk, for example) across generations.
**IMPORTANT**: Match implementation complexity to the aesthetic vision. Maximalist designs need elaborate code with extensive animations and effects. Minimalist or refined designs need restraint, precision, and careful attention to spacing, typography, and subtle details. Elegance comes from executing the vision well.
Remember: Claude is capable of extraordinary creative work. Don't hold back, show what can truly be created when thinking outside the box and committing fully to a distinctive vision.

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../../.agents/skills/agent-browser

2
.gitignore vendored
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@@ -8,6 +8,8 @@ pom.xml.asc
*.class
/.lein-*
/.nrepl-port
nrepl-port
.http-port
resources/public/js/compiled
*.log
examples/

8
.opencode/opencode.json Normal file
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{
"$schema": "https://opencode.ai/config.json",
"permission": {
"edit": {
"src/*": "deny"
}
}
}

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

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

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config/core.clj Normal file
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(ns config.core
(:require [clojure.java.io :as io]
[clojure.edn :as edn]
[clojure.string :as s]
[clojure.tools.logging :as log])
(:import java.io.PushbackReader))
(defn parse-number [^String v]
(try
(Long/parseLong v)
(catch NumberFormatException _
(BigInteger. v))))
;originally found in cprop https://github.com/tolitius/cprop/blob/6963f8e04fd093744555f990c93747e0e5889395/src/cprop/source.cljc#L26
(defn str->value
"ENV vars and system properties are strings. str->value will convert:
the numbers to longs, the alphanumeric values to strings, and will use Clojure reader for the rest
in case reader can't read OR it reads a symbol, the value will be returned as is (a string)"
[v]
(cond
(re-matches #"[0-9]+" v) (parse-number v)
(re-matches #"^(true|false)$" v) (Boolean/parseBoolean v)
(re-matches #"\w+" v) v
:else
(try
(let [parsed (edn/read-string v)]
(if (symbol? parsed) v parsed))
(catch Throwable _ v))))
(defn keywordize [s]
(-> (s/lower-case s)
(s/replace "_" "-")
(s/replace "." "-")
(keyword)))
(defn read-system-env []
(->> (System/getenv)
(map (fn [[k v]] [(keywordize k) (str->value v)]))
(into {})))
(defn read-system-props []
(->> (System/getProperties)
(map (fn [[k v]] [(keywordize k) (str->value v)]))
(into {})))
(defn read-env-file [f]
(try
(when-let [env-file (io/file f)]
(when (.exists env-file)
(edn/read-string (slurp env-file))))
(catch Exception e
(log/warn (str "WARNING: failed to parse " f " " (.getLocalizedMessage e))))))
(defn read-config-file [f]
(try
(when-let [url (or (io/resource f) (io/file f))]
(with-open [r (-> url io/reader PushbackReader.)]
(edn/read r)))
(catch java.io.FileNotFoundException _)
(catch Exception e
(log/warn (str "failed to parse " f " " (.getLocalizedMessage e))))))
(defn contains-in?
"checks whether the nested key exists in a map"
[m k-path]
(let [one-before (get-in m (drop-last k-path))]
(when (map? one-before) ;; in case k-path is "longer" than a map: {:a {:b {:c 42}}} => [:a :b :c :d]
(contains? one-before (last k-path)))))
;; author of "deep-merge-with" is Chris Houser: https://github.com/clojure/clojure-contrib/commit/19613025d233b5f445b1dd3460c4128f39218741
(defn deep-merge-with
"Like merge-with, but merges maps recursively, appling the given fn
only when there's a non-map at a particular level.
(deepmerge + {:a {:b {:c 1 :d {:x 1 :y 2}} :e 3} :f 4}
{:a {:b {:c 2 :d {:z 9} :z 3} :e 100}})
-> {:a {:b {:z 3, :c 3, :d {:z 9, :x 1, :y 2}}, :e 103}, :f 4}"
[f & maps]
(apply
(fn m [& maps]
(if (every? map? maps)
(apply merge-with m maps)
(apply f maps)))
(remove nil? maps)))
(defn merge-maps [& m]
(reduce #(deep-merge-with (fn [_ v] v) %1 %2) m))
(defn load-env
"Generate a map of environment variables."
[& configs]
(let [env-props (merge-maps (read-system-env) (read-system-props))]
(apply
merge-maps
(read-config-file "config.edn")
(read-env-file ".lein-env")
(read-env-file (io/resource ".boot-env"))
(read-env-file (:config env-props))
env-props
configs)))
(defonce
^{:doc "A map of environment variables."}
env (load-env))
(defn reload-env []
(alter-var-root #'env (fn [_] (load-env))))

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# Transaction Edit Modal: Simple / Advanced Mode Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Replace the always-visible account split table in the transaction edit modal with a simple mode (single account + location fields) that is the default for uncoded or single-account transactions, with a toggle to the full advanced split table.
**Architecture:** HTMX-driven server-side swap. A new `edit-wizard-toggle-mode` GET endpoint re-renders the manual coding section in the requested mode. Mode is carried via a hidden `<input name="mode">` field included in all HTMX requests. `edit-vendor-changed` is updated to branch on mode. The `LinksStep` render function selects initial mode based on account row count.
**Tech Stack:** Clojure/Hiccup server-side rendering, HTMX, Alpine.js, Bidi routing, Datomic
**Spec:** `docs/superpowers/specs/2026-05-27-transaction-edit-simple-advanced-mode-design.md`
---
## File Map
| File | What changes |
|------|-------------|
| `src/cljc/auto_ap/routes/transactions.cljc` | Add `::edit-wizard-toggle-mode` route |
| `src/clj/auto_ap/ssr/transaction/edit.clj` | Add `simple-mode-fields*`, `manual-coding-section*`, `edit-wizard-toggle-mode-handler`; update `LinksStep` render; update `edit-vendor-changed-handler`; register new route handler |
---
## Task 1: Add the toggle-mode route
**Files:**
- Modify: `src/cljc/auto_ap/routes/transactions.cljc`
- [ ] **Step 1: Add the route entry**
Open `src/cljc/auto_ap/routes/transactions.cljc`. After the `"/edit-wizard-new-account"` line, add:
```clojure
"/edit-wizard-toggle-mode" ::edit-wizard-toggle-mode
```
The file should look like:
```clojure
"/edit-wizard-new-account" ::edit-wizard-new-account
"/edit-wizard-toggle-mode" ::edit-wizard-toggle-mode
"/match-payment" ::link-payment
```
- [ ] **Step 2: Verify the file compiles**
```bash
clj-nrepl-eval -p 9000 "(require '[auto-ap.routes.transactions] :reload)"
```
Expected: no errors.
- [ ] **Step 3: Commit**
```bash
git add src/cljc/auto_ap/routes/transactions.cljc
git commit -m "feat: add edit-wizard-toggle-mode route"
```
---
## Task 2: Add `simple-mode-fields*` — the simple-mode account/location UI
**Files:**
- Modify: `src/clj/auto_ap/ssr/transaction/edit.clj`
This function renders the account typeahead + location select + toggle link for simple mode. It goes near the existing `account-typeahead*` and `location-select*` helpers (around line 180).
- [ ] **Step 1: Add `simple-mode-fields*` after `account-typeahead*` (around line 180)**
```clojure
(defn simple-mode-fields*
"Renders the simple-mode account + location row and the toggle link.
request must have :multi-form-state and :entity bound."
[request]
(let [snapshot (-> request :multi-form-state :snapshot)
client-id (or (-> request :entity :transaction/client :db/id)
(:transaction/client snapshot))
existing-row (first (:transaction/accounts snapshot))
account-val (:transaction-account/account existing-row)
location-val (or (:transaction-account/location existing-row) "Shared")
account-id (when (nat-int? account-val)
(dc/pull (dc/db conn) '[:account/location] account-val))
row-id (or (:db/id existing-row) (str (java.util.UUID/randomUUID)))]
[:div
;; hidden inputs to encode the single row as transaction/accounts[0]
(fc/with-field :transaction/accounts
(fc/with-cursor-index 0
[:span
(fc/with-field :db/id
(com/hidden {:name (fc/field-name) :value row-id}))
[:div.flex.gap-2.mt-2
(fc/with-field :transaction-account/account
(com/validated-field
{:label "Account" :errors (fc/field-errors)}
[:div.w-72
(account-typeahead* {:value account-val
:client-id client-id
:name (fc/field-name)
:x-model "simpleAccountId"})]))
(fc/with-field :transaction-account/location
(com/validated-field
{:label "Location"
:errors (fc/field-errors)
:x-hx-val:account-id "simpleAccountId"
:hx-vals (hx/json (cond-> {:name (fc/field-name)}
client-id (assoc :client-id client-id)))
:x-dispatch:changed "simpleAccountId"
:hx-trigger "changed"
:hx-get (bidi/path-for ssr-routes/only-routes ::route/location-select)
:hx-target "find *"
:hx-swap "outerHTML"}
(location-select*
{:name (fc/field-name)
:account-location (:account/location account-id)
:client-locations (pull-attr (dc/db conn) :client/locations client-id)
:value location-val})))
;; hidden amount — full transaction total
(fc/with-field :transaction-account/amount
(let [total (Math/abs (or (-> request :entity :transaction/amount)
(:transaction/amount snapshot)
0.0))]
(com/hidden {:name (fc/field-name) :value total})))]))
;; toggle link
[:div.mt-1
[:a.text-sm.text-blue-600.hover:underline.cursor-pointer
{:hx-get (bidi/path-for ssr-routes/only-routes ::route/edit-wizard-toggle-mode)
:hx-include "closest form"
:hx-target "#manual-coding-section"
:hx-swap "outerHTML"}
"Switch to advanced mode"]]]))
```
- [ ] **Step 2: Verify the file has no parse errors**
```bash
clj-nrepl-eval -p 9000 "(require '[auto-ap.ssr.transaction.edit] :reload)"
```
Expected: no errors.
- [ ] **Step 3: Commit**
```bash
git add src/clj/auto_ap/ssr/transaction/edit.clj
git commit -m "feat: add simple-mode-fields* for transaction edit modal"
```
---
## Task 3: Extract `manual-coding-section*` and update `LinksStep`
**Files:**
- Modify: `src/clj/auto_ap/ssr/transaction/edit.clj`
Currently the manual coding block (vendor field + account grid) is inlined inside `LinksStep/render-step`. Extract it into `manual-coding-section*` which selects mode and renders accordingly. This also adds the `mode` hidden input and wraps the section in `#manual-coding-section`.
- [ ] **Step 1: Add `manual-mode-initial` helper** (determines initial mode from snapshot)
Add this function after `simple-mode-fields*`:
```clojure
(defn- manual-mode-initial
"Returns :simple or :advanced based on existing account row count."
[snapshot]
(let [rows (seq (:transaction/accounts snapshot))]
(if (and rows (> (count rows) 1))
:advanced
:simple)))
```
- [ ] **Step 2: Add `manual-coding-section*`**
Add after `manual-mode-initial`:
```clojure
(defn manual-coding-section*
"Renders the vendor field + account/location section for the manual tab.
mode is :simple or :advanced."
[mode request]
(let [snapshot (-> request :multi-form-state :snapshot)
row-count (count (:transaction/accounts snapshot))]
[:div#manual-coding-section
;; hidden mode input — carried by all hx-include=\"closest form\" calls
(com/hidden {:name "mode" :value (name mode)})
;; vendor field
[:div {:hx-trigger "change"
:hx-post (bidi/path-for ssr-routes/only-routes ::route/edit-vendor-changed)
:hx-target "#manual-coding-section"
:hx-swap "outerHTML"
:hx-include "closest form"}
(fc/with-field :transaction/vendor
(com/validated-field
{:label "Vendor" :errors (fc/field-errors)}
[:div.w-96
(com/typeahead {:name (fc/field-name)
:error? (fc/error?)
:class "w-96"
:placeholder "Search..."
:url (bidi/path-for ssr-routes/only-routes :vendor-search)
:value (fc/field-value)
:content-fn (fn [c] (pull-attr (dc/db conn) :vendor/name c))})]))]
;; account/location section
(if (= mode :simple)
[:div {:x-data (hx/json {:simpleAccountId
(-> snapshot :transaction/accounts first
:transaction-account/account)})}
(fc/start-form (:multi-form-state request) nil
(fc/with-field :step-params
(simple-mode-fields* request)))]
;; advanced mode
[:div
(when (<= row-count 1)
[:div.mb-2
[:a.text-sm.text-blue-600.hover:underline.cursor-pointer
{:hx-get (bidi/path-for ssr-routes/only-routes ::route/edit-wizard-toggle-mode)
:hx-include "closest form"
:hx-target "#manual-coding-section"
:hx-swap "outerHTML"}
"Switch to simple mode"]])
(fc/start-form (:multi-form-state request) nil
(fc/with-field :step-params
(fc/with-field :transaction/accounts
[:div#account-grid-body
(account-grid-body* request)])))])]))
```
- [ ] **Step 3: Update `LinksStep/render-step` to use `manual-coding-section*`**
In `LinksStep/render-step` (around line 826), replace the entire `[:div {}` block inside `[:div {:x-show "activeForm === 'manual'" ...}]` (which currently contains the vendor typeahead + approval status + `account-grid-body*`) with:
```clojure
[:div {:x-show "activeForm === 'manual'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
[:div {}
(manual-coding-section* (manual-mode-initial snapshot) request)
;; Approval status field
(fc/with-field :transaction/approval-status
(com/validated-field
{:label "Status"
:errors (fc/field-errors)}
(let [current-value (name (or (fc/field-value) :transaction-approval-status/unapproved))]
[:div {:x-data (hx/json {:approvalStatus current-value})}
(com/hidden {:name (fc/field-name)
:value current-value
":value" "approvalStatus"})
[:div {:class "inline-flex rounded-md shadow-sm", :role "group"}
(com/button-group-button {"@click" "approvalStatus = 'approved'"
":class" "{ '!bg-primary-200 text-primary-800': approvalStatus === 'approved' }"
:class "rounded-l-lg"}
"Approved")
(com/button-group-button {"@click" "approvalStatus = 'unapproved'"
":class" "{ '!bg-primary-200 text-primary-800': approvalStatus === 'unapproved' }"
:class "rounded-r-lg"}
"Unapproved")
(com/button-group-button {"@click" "approvalStatus = 'suppressed'"
":class" "{ '!bg-primary-200 text-primary-800': approvalStatus === 'suppressed' }"
:class "rounded-r-lg"}
"Client Review")]]]))]]]
```
Also remove the now-redundant `(fc/with-field :transaction/accounts ...)` wrapper that previously wrapped `account-grid-body*` (it is now handled inside `manual-coding-section*`).
- [ ] **Step 4: Verify the file compiles**
```bash
clj-nrepl-eval -p 9000 "(require '[auto-ap.ssr.transaction.edit] :reload)"
```
Expected: no errors.
- [ ] **Step 5: Commit**
```bash
git add src/clj/auto_ap/ssr/transaction/edit.clj
git commit -m "feat: extract manual-coding-section* with simple/advanced mode selection"
```
---
## Task 4: Add `edit-wizard-toggle-mode-handler`
**Files:**
- Modify: `src/clj/auto_ap/ssr/transaction/edit.clj`
This handler re-renders `#manual-coding-section` in the opposite mode. It reads `mode` from the form params (via `step-params` in the decoded multi-form-state) and flips it.
- [ ] **Step 1: Add the handler function** (add after `edit-vendor-changed-handler`):
```clojure
(defn edit-wizard-toggle-mode-handler [request]
(let [step-params (-> request :multi-form-state :step-params)
current-mode (keyword (or (:mode step-params) "simple"))
target-mode (if (= current-mode :simple) :advanced :simple)
snapshot (-> request :multi-form-state :snapshot)
;; When switching simple→advanced, promote simple-mode values into accounts
render-request
(if (and (= target-mode :advanced)
(= current-mode :simple))
;; carry the simple-mode single row into snapshot so the table shows it
(let [accounts (or (seq (:transaction/accounts step-params))
(seq (:transaction/accounts snapshot)))]
(-> request
(assoc-in [:multi-form-state :snapshot :transaction/accounts]
(vec accounts))
(assoc-in [:multi-form-state :step-params :transaction/accounts]
(vec accounts))))
;; advanced→simple: take first row only
(let [first-row (first (or (seq (:transaction/accounts step-params))
(seq (:transaction/accounts snapshot))))]
(-> request
(assoc-in [:multi-form-state :snapshot :transaction/accounts]
(if first-row [first-row] []))
(assoc-in [:multi-form-state :step-params :transaction/accounts]
(if first-row [first-row] [])))))]
(html-response
(fc/start-form (:multi-form-state render-request) nil
(fc/with-field :step-params
(manual-coding-section* target-mode render-request))))))
```
- [ ] **Step 2: Register the handler in `key->handler`**
In the `key->handler` map (around line 1357), add after the `::route/edit-wizard-new-account` entry:
```clojure
::route/edit-wizard-toggle-mode (-> edit-wizard-toggle-mode-handler
(mm/wrap-wizard edit-wizard)
(wrap-entity [:multi-form-state :snapshot :db/id] d-transactions/default-read)
(mm/wrap-decode-multi-form-state))
```
- [ ] **Step 3: Verify the file compiles**
```bash
clj-nrepl-eval -p 9000 "(require '[auto-ap.ssr.transaction.edit] :reload)"
```
Expected: no errors.
- [ ] **Step 4: Commit**
```bash
git add src/clj/auto_ap/ssr/transaction/edit.clj
git commit -m "feat: add edit-wizard-toggle-mode-handler"
```
---
## Task 5: Update `edit-vendor-changed-handler` to support both modes
**Files:**
- Modify: `src/clj/auto_ap/ssr/transaction/edit.clj`
Currently this handler always returns `[:div#account-grid-body ...]`. It must now return `#manual-coding-section` in the correct mode.
- [ ] **Step 1: Replace `edit-vendor-changed-handler`**
Replace the entire `edit-vendor-changed-handler` function body with:
```clojure
(defn edit-vendor-changed-handler [request]
(let [multi-form-state (:multi-form-state request)
snapshot (:snapshot multi-form-state)
step-params (:step-params multi-form-state)
mode (keyword (or (:mode step-params) "simple"))
client-id (or (:transaction/client snapshot)
(-> request :entity :transaction/client :db/id))
vendor-id (or (:transaction/vendor step-params)
(:transaction/vendor snapshot))
total (Math/abs (or (-> request :entity :transaction/amount)
(:transaction/amount snapshot)
0.0))
amount-mode (or (:amount-mode snapshot) "$")
existing-accounts (or (seq (:transaction/accounts step-params))
(seq (:transaction/accounts snapshot)))
default-account (when (and (empty? existing-accounts) vendor-id client-id)
(vendor-default-account vendor-id client-id))
render-request
(if (and (empty? existing-accounts) vendor-id client-id)
(let [new-account (cond-> {:db/id (str (java.util.UUID/randomUUID))
:transaction-account/location (or (:account/location default-account) "Shared")
:transaction-account/amount (if (= amount-mode "%") 100.0 total)}
default-account (assoc :transaction-account/account (:db/id default-account)))]
(-> request
(assoc-in [:multi-form-state :snapshot :transaction/accounts] [new-account])
(assoc-in [:multi-form-state :step-params :transaction/accounts] [new-account])))
request)]
(html-response
(fc/start-form (:multi-form-state render-request) nil
(fc/with-field :step-params
(manual-coding-section* mode render-request))))))
```
Note: the `hx-target` on the vendor field in `manual-coding-section*` must point to `#manual-coding-section` (not `#account-grid-body`) — this was set correctly in Task 3.
- [ ] **Step 2: Verify the file compiles**
```bash
clj-nrepl-eval -p 9000 "(require '[auto-ap.ssr.transaction.edit] :reload)"
```
Expected: no errors.
- [ ] **Step 3: Commit**
```bash
git add src/clj/auto_ap/ssr/transaction/edit.clj
git commit -m "feat: update edit-vendor-changed-handler to support simple/advanced mode"
```
---
## Task 6: Fix `fc/with-cursor-index` usage in `simple-mode-fields*`
**Context:** The simple-mode fields need to emit form names like `step-params[transaction/accounts][0][transaction-account/account]`. The existing `fc/cursor-map` used in `account-grid-body*` handles this automatically. For the single-row simple mode we need to manually set index 0.
Look up how `fc/with-cursor-index` (or equivalent) works in `src/clj/auto_ap/ssr/form_cursor.clj` before writing the code in Task 2. If no such helper exists, use `fc/cursor-nth` or replicate the index manually via the form cursor API.
- [ ] **Step 1: Inspect the form cursor API**
```bash
clj-nrepl-eval -p 9000 "(clj-mcp.repl-tools/list-vars 'auto-ap.ssr.form-cursor)"
```
Note the available functions.
- [ ] **Step 2: Update `simple-mode-fields*` if needed**
If `fc/with-cursor-index` does not exist, replace the `fc/with-cursor-index 0` call in Task 2 with the correct form-cursor idiom. The key requirement is that the hidden `db/id`, `transaction-account/account`, `transaction-account/location`, and `transaction-account/amount` fields emit names matching index 0 of `transaction/accounts`.
A known working pattern from `account-grid-body*`:
```clojure
(fc/cursor-map #(transaction-account-row* {:value % ...}))
```
For simple mode with a single synthetic row, build a one-element vector in the snapshot and let `fc/cursor-map` iterate it — but render a flat div instead of a table. Or pass the cursor manually:
```clojure
(fc/with-field :transaction/accounts
(let [row-cursor (fc/cursor-nth 0)] ; adjust to actual API
(fc/with-cursor row-cursor
...field rendering...)))
```
Verify field names are correct in a browser after implementation.
- [ ] **Step 3: Verify the file compiles**
```bash
clj-nrepl-eval -p 9000 "(require '[auto-ap.ssr.transaction.edit] :reload)"
```
- [ ] **Step 4: Commit if any changes were made**
```bash
git add src/clj/auto_ap/ssr/transaction/edit.clj
git commit -m "fix: correct form-cursor indexing for simple-mode account field"
```
---
## Task 7: Manual smoke test
Before writing automated tests, verify the UI works end-to-end in a browser.
- [ ] **Step 1: Start the application**
```bash
INTEGREAT_JOB="" lein run
```
- [ ] **Step 2: Open a transaction with no accounts**
Navigate to a transaction with no coded accounts. Open the edit modal. Verify it opens in simple mode with blank account and location fields.
- [ ] **Step 3: Test vendor selection in simple mode**
Select a vendor. Verify the account field is populated with the vendor's default account and the location is set appropriately.
- [ ] **Step 4: Test toggle to advanced**
Click "Switch to advanced mode". Verify the full split table appears with one pre-populated row.
- [ ] **Step 5: Test toggle back to simple**
With 1 row, click "Switch to simple mode". Verify the single account/location fields appear with that row's values.
- [ ] **Step 6: Test with a split transaction**
Open a transaction that already has 2+ accounts. Verify it opens in advanced mode. Verify the "Switch to simple mode" link is absent.
- [ ] **Step 7: Test save round-trip**
In simple mode, set a vendor, account, and location. Save. Re-open. Verify the same values are pre-populated in simple mode.
---
## Task 8: Write e2e tests
**Files:**
- Create: `test/clj/auto_ap/ssr/transaction/edit_simple_advanced_mode_test.clj`
Check how existing e2e tests are structured first:
```bash
clj-nrepl-eval -p 9000 "(clj-mcp.repl-tools/list-ns)"
```
Look for test namespaces matching `auto-ap.ssr.transaction.*` or `auto-ap.e2e.*`. Follow the same fixture/helper patterns.
The test file should cover all 20 acceptance criteria from the spec. Group them with `testing` blocks:
```clojure
(ns auto-ap.ssr.transaction.edit-simple-advanced-mode-test
(:require
[clojure.test :refer [deftest is testing use-fixtures]]
;; ... project-specific test helpers ...
))
(deftest simple-advanced-mode-initial-state
(testing "AC1: uncoded transaction opens in simple mode"
;; create a transaction with no accounts
;; open edit modal
;; verify #manual-coding-section has mode=simple hidden input
;; verify no #account-grid-body present
(is ...))
(testing "AC2: single-account transaction opens in simple mode with values pre-populated"
...)
(testing "AC3: multi-account transaction opens in advanced mode"
...))
(deftest simple-mode-vendor-selection
(testing "AC4: selecting vendor populates account and location"
...)
(testing "AC5: selecting vendor does not overwrite manually chosen account"
...))
(deftest mode-toggle
(testing "AC9: switching to advanced carries account/location into first row"
...)
(testing "AC10: switching to advanced from blank simple gives empty table"
...)
(testing "AC11: switch-to-simple link visible with 0 or 1 rows"
...)
(testing "AC12: switch-to-simple link absent with 2+ rows"
...)
(testing "AC13: switching to simple pre-populates from first row"
...))
(deftest save-round-trip
(testing "AC6: save in simple mode persists vendor/account/location"
...)
(testing "AC18: switching modes mid-edit then saving produces valid transaction"
...)
(testing "AC19: split transaction re-opens in advanced mode with splits intact"
...)
(testing "AC20: single-account transaction re-opens in simple mode"
...))
```
Fill in actual test bodies using the project's test infrastructure (browser automation or ring mock depending on what exists).
- [ ] **Step 1: Check existing test conventions**
```bash
clj-nrepl-eval -p 9000 "(require '[auto-ap.ssr.testing-conventions] :reload)"
```
Also load the testing-conventions skill for guidance:
```
Load skill: testing-conventions
```
- [ ] **Step 2: Write the test file** following project conventions
- [ ] **Step 3: Run the tests**
```bash
clj-nrepl-eval -p 9000 "(clojure.test/run-tests 'auto-ap.ssr.transaction.edit-simple-advanced-mode-test)"
```
Expected: all tests pass.
- [ ] **Step 4: Commit**
```bash
git add test/clj/auto_ap/ssr/transaction/edit_simple_advanced_mode_test.clj
git commit -m "test: add e2e acceptance tests for simple/advanced mode"
```
---
## Self-Review Checklist (completed inline)
- **Spec coverage:** All 20 ACs addressed — Tasks 25 implement the behaviour; Task 8 tests all 20.
- **Placeholder scan:** Task 6 and Task 8 contain some "fill in" guidance — this is intentional because they depend on runtime API discovery. The instructions tell the engineer exactly where to look and what to verify.
- **Type consistency:** `manual-coding-section*` is used consistently by `LinksStep/render-step`, `edit-vendor-changed-handler`, and `edit-wizard-toggle-mode-handler`. `#manual-coding-section` is the swap target throughout. `mode` hidden input uses `(name mode)` for string serialization and `(keyword ...)` for deserialization.

View File

@@ -0,0 +1,132 @@
# Transaction Edit Modal: Simple / Advanced Mode
**Date:** 2026-05-27
**Status:** Approved
---
## Overview
The transaction editing modal gains a two-mode interface. **Simple mode** replaces the account/location split table with two single fields (account typeahead + location dropdown), suitable for the common case of a single-account transaction. **Advanced mode** exposes the existing split table for multi-account allocations. The mode is selected automatically on open based on the transaction's current state, and the user can toggle between modes via a server-rendered swap.
---
## Layout
### Simple mode
```
[ Vendor typeahead ]
[ Account typeahead ] [ Location ▼ ]
Switch to advanced mode →
[ Memo ]
[ Approval status buttons ]
```
### Advanced mode
```
[ Vendor typeahead ]
Switch to simple mode →
[ Account | Location | $ / % | ✕ ]
[ Account | Location | $ / % | ✕ ]
[ + Add row ]
[ Memo ]
[ Approval status buttons ]
```
The toggle link sits directly below the vendor field. It reads "Switch to advanced mode" in simple mode and "Switch to simple mode" in advanced mode. In advanced mode with 2+ rows, the "Switch to simple mode" link is hidden (the user must remove rows manually before they can return to simple mode). The toggle link fires `hx-get` on the `::route/edit-wizard-toggle-mode` endpoint with `hx-include="closest form"` so the current form state (including `mode`) is carried in the request.
---
## Mode Selection on Open
The server determines initial mode when rendering the `LinksStep` body:
- **0 or 1 existing account rows** → render simple mode, pre-populate the account/location fields from the existing row (blank if none).
- **2+ existing account rows** → render advanced mode with all rows populated.
---
## Toggle Mechanism (Option B — HTMX swap)
Clicking the toggle link fires an `hx-get` request to a new endpoint that re-renders the editable body of the modal in the target mode. Mode is passed as a query param (e.g., `?mode=advanced` or `?mode=simple`).
**Simple → Advanced:** The current account and location values from the simple fields are carried into the first row of the advanced table (100% of transaction total, or full dollar amount). Any additional rows previously added to the table are preserved via the multi-form-state snapshot.
**Advanced → Simple:** Only available when there is exactly 0 or 1 row in the table. The toggle link is absent when 2+ rows exist.
The swapped fragment replaces the entire editable body div (`#links-step-body` or equivalent target), keeping the side panel and modal chrome intact.
The current mode is tracked as a hidden `<input name="mode" value="simple|advanced">` inside the form. This ensures all HTMX calls that `hx-include` the form (vendor change, toggle, submit) carry the mode value without requiring it to be a separate query param.
---
## Vendor Selection Behaviour
### In simple mode
When the vendor typeahead fires its `change` event, the existing `edit-vendor-changed` HTMX endpoint is called. The response re-renders the simple-mode body with:
- The account field populated with the vendor's default account (clientized for the transaction's client).
- The location field set to the account's fixed location, or "Shared" if the account has no fixed location.
- Fields are editable; the user may override both.
The vendor default only applies when there are no existing accounts (matching existing server-side logic in `edit-vendor-changed-handler`). If the user has already manually chosen an account, changing vendor does not overwrite it.
### In advanced mode
Vendor change behaviour is unchanged from the current implementation: if no rows exist, a single row is created with the vendor's default account and location at 100% / full amount. If rows already exist, the vendor change has no effect on the table.
---
## Form Submission
Both modes submit to the same `edit-submit` endpoint. Simple mode submits the single account and location as a one-element `transaction/accounts` vector, identical in shape to what the advanced table produces today. No schema or handler changes are needed for submission.
---
## New Routes
| Method | Route key | Purpose |
|--------|-----------|---------|
| `GET` | `::route/edit-wizard-toggle-mode` | Re-renders the editable body in the requested mode. Reads current form state from `hx-include`'d form fields; the `mode` hidden input indicates the target mode (the endpoint flips it). |
The `edit-vendor-changed` endpoint reads the `mode` hidden input from the included form to determine whether to return simple-mode or advanced-mode HTML.
---
## Acceptance Criteria
These are the expected behaviours to be verified by e2e tests:
1. **Verify** that when a transaction has no coded accounts, it opens in simple mode with blank account and location fields.
2. **Verify** that when a transaction has exactly one coded account, it opens in simple mode with that account and location pre-selected.
3. **Verify** that when a transaction has two or more coded accounts, it opens in advanced mode showing the full split table.
4. **Verify** that in simple mode, selecting a vendor replaces the account field with the vendor's default account (clientized for the transaction's client) and sets the location to the account's fixed location or "Shared".
5. **Verify** that in simple mode, selecting a vendor does not overwrite an account the user has already manually chosen (i.e., the account typeahead already has a value when the vendor change fires).
6. **Verify** that after saving in simple mode, re-opening the transaction shows the same vendor, account, and location that were saved.
7. **Verify** that in simple mode, the account field is a typeahead that respects the same allowance rules as the advanced table (`:account/default-allowance`).
8. **Verify** that in simple mode, the location dropdown shows the account's fixed location (sole option) if the account has one, or the full list of client locations plus "Shared" if it does not.
9. **Verify** that clicking "Switch to advanced mode" from simple mode re-renders the form in advanced mode with one table row pre-populated from the simple-mode account and location fields.
10. **Verify** that clicking "Switch to advanced mode" from a blank simple mode (no account selected) re-renders the form in advanced mode with an empty table (no rows, just the "Add row" button).
11. **Verify** that the "Switch to simple mode" link is visible in advanced mode when there is exactly 0 or 1 row.
12. **Verify** that the "Switch to simple mode" link is absent in advanced mode when there are 2 or more rows.
13. **Verify** that clicking "Switch to simple mode" from advanced mode (1 row) re-renders the form in simple mode with that row's account and location pre-populated.
14. **Verify** that in advanced mode, selecting a vendor when there are no rows creates a single row with the vendor's default account, correct location, and 100% (or full dollar amount) allocation.
15. **Verify** that in advanced mode, selecting a vendor when rows already exist does not modify the existing rows.
16. **Verify** that the vendor default account is determined by clientizing the vendor for the client the transaction belongs to (client-specific account override takes precedence over the global vendor default).
17. **Verify** that the approval status, memo, and vendor fields are present and functional in both simple and advanced modes.
18. **Verify** that switching modes mid-edit and then saving produces a valid transaction (no orphaned or duplicated account rows).
19. **Verify** that a transaction saved in advanced mode with splits can be re-opened and remains in advanced mode with all splits intact.
20. **Verify** that a transaction saved in simple mode (single account) can be re-opened in simple mode and the single account/location are correctly pre-populated.
---
## Files Affected
| File | Change |
|------|--------|
| `src/clj/auto_ap/ssr/transaction/edit.clj` | Add simple-mode rendering functions; add `edit-wizard-toggle-mode` handler; update `edit-vendor-changed-handler` to support both modes; update `LinksStep` body render to select initial mode |
| `src/cljc/auto_ap/routes/transactions.cljc` | Add `::edit-wizard-toggle-mode` route |
| E2E test file (to be created) | Acceptance criteria tests for all 20 items above |

View File

@@ -455,6 +455,93 @@ test.describe('Transaction Edit Vendor Pre-population', () => {
});
});
// Drives the *real* vendor typeahead the way a user does: open the dropdown,
// click a rendered result. The vendor search is backed by Solr (unavailable in
// tests), so the result option is injected into the typeahead's Alpine
// `elements` instead of being fetched. Everything else -- the dropdown's own
// search input firing a native `change` on blur, the `value = element` click
// handler, the Alpine reactivity, and the HTMX round-trip to
// `edit-vendor-changed` -- runs exactly as in production. This is the flow that
// regressed: a stale native `change` from the search input used to win the race
// and revert the vendor to its previous value.
async function selectVendorViaDropdown(page: any, vendorId: number, vendorName: string) {
const wrapper = page.locator('div[hx-post*="edit-vendor-changed"]').first();
const typeahead = wrapper.locator('div.relative[x-data]').first();
// Open the dropdown (tippy renders the popper into [data-tippy-root]).
await typeahead.locator('a[x-ref="input"]').click();
const search = page.locator('[data-tippy-root] input[x-model="search"]').first();
await search.waitFor({ state: 'visible' });
// Type under the 3-char search threshold so no Solr request fires and clears
// our injected option, while still dirtying the input so it fires a native
// `change` on blur -- the event that used to clobber the selection.
await search.fill('te');
// Inject a clickable result into the typeahead's Alpine state.
await typeahead.evaluate(
(el: HTMLElement, opt: { id: number; label: string }) => {
(window as any).Alpine.$data(el).elements = [{ value: opt.id, label: opt.label }];
},
{ id: vendorId, label: vendorName }
);
// Click the rendered option: fires the search input's native change (stale
// value) AND the synthetic change carrying the new value, then HTMX swaps.
await page.locator('[data-tippy-root] a', { hasText: vendorName }).first().click();
await page.waitForResponse(
(response: any) =>
response.url().includes('/edit-vendor-changed') && response.status() === 200
);
await page.waitForTimeout(500);
}
// Opens the edit modal and activates the Manual tab, waiting on the vendor
// typeahead rather than the account grid (which only exists in advanced mode).
async function openManualVendorSection(page: any, transactionIndex: number) {
await page.goto('/transaction2');
await page.waitForSelector('table tbody tr');
const editButton = page
.locator('button[hx-get*="/transaction2/"][hx-get*="/edit"]')
.nth(transactionIndex);
await editButton.click();
await page.waitForSelector('#modal-holder[x-show="open"]', { state: 'visible' });
await page.waitForSelector('#wizardmodal');
await page.click('button:has-text("Manual")');
await page.waitForSelector('div[hx-post*="edit-vendor-changed"]');
}
test.describe('Transaction Edit Vendor Selection', () => {
test('selecting a vendor from the dropdown updates the displayed vendor', async ({ page }) => {
await openManualVendorSection(page, 3);
const testInfo = await getTestInfo(page);
const vendorId: number = testInfo.accounts.vendor;
await selectVendorViaDropdown(page, vendorId, 'Test Vendor');
// The displayed vendor label must reflect the selection after the HTMX
// round-trip. Before the fix this reverted to blank because a stale
// `change` event submitted the previous vendor and its response won.
const label = page
.locator('div[hx-post*="edit-vendor-changed"] span[x-text="value.label"]')
.first();
await expect(label).toHaveText('Test Vendor');
// The server-rendered hidden input must carry the newly selected vendor id.
const hidden = page
.locator(
'div[hx-post*="edit-vendor-changed"] input[type="hidden"][name="step-params[transaction/vendor]"]'
)
.first();
await expect(hidden).toHaveValue(vendorId.toString());
});
});
test.describe('Transaction Link Date Display', () => {
test('should show payment date when linking to payment', async ({ page }) => {
await openEditModalForTransaction(page, 'Transaction for payment link');

View File

@@ -119,6 +119,7 @@
:aliases {"build" ["do" ["uberjar"]]
#_#_"fig:dev" ["run" "-m" "figwheel.main" "-b" "dev" "-r"]
"build-dev" ["trampoline" "run" "-m" "figwheel.main" "-b" "dev" "-r"]
"mcp-repl" ["trampoline" "run" "-m" "dev-mcp"]
#_#_"fig:min" ["run" "-m" "figwheel.main" "-O" "whitespace" "-bo" "min"]}

File diff suppressed because one or more lines are too long

View File

@@ -6,6 +6,12 @@
"sourceType": "github",
"skillPath": "skills/agent-browser/SKILL.md",
"computedHash": "228f87d57035100d9dc6efcfc05aafd4b6e3962adacaa04b8217ab2fadb15dc8"
},
"frontend-design": {
"source": "anthropics/skills",
"sourceType": "github",
"skillPath": "skills/frontend-design/SKILL.md",
"computedHash": "063a0e6448123cd359ad0044cc46b0e490cc7964d45ef4bb9fd842bd2ffbca67"
}
}
}

View File

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

View File

@@ -62,7 +62,9 @@
(.setHandler server stats-handler))
(.setStopAtShutdown server true))
(mount/defstate port :start (Integer/parseInt (str (or (env :port) "3000"))))
(def ^:dynamic *http-port-override* nil)
(mount/defstate port :start (Integer/parseInt (str (or *http-port-override* (env :port) "3000"))))
(mount/defstate jetty
:start (run-jetty app {:port port
@@ -82,7 +84,7 @@
(statsd/gauge "requests.5xx" (double (.getResponses5xx (.getHandler jetty))))
(.statsReset (.getHandler jetty))
(catch Exception e
(alog/warn ::cant-collect-stats :error e))))
(alog/warn ::cant-collect-stats :error e))))
#_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
(mount/defstate jetty-stats

View File

@@ -1,12 +1,11 @@
(ns auto-ap.ssr.auth
(:require
[auto-ap.session-version :as session-version]
[auto-ap.ssr.components :as com]
[auto-ap.ssr.hx :as hx]
[auto-ap.ssr.svg :as svg]
[auto-ap.ssr.ui :refer [base-page]]
[buddy.sign.jwt :as jwt]
[config.core :refer [env]]
[hiccup2.core :as hiccup]
[hiccup.util :as hu]))
(defn logout [request]
@@ -15,7 +14,7 @@
:session {}})
(defn impersonate [request]
{:status 200
{:status 200
:session {:identity (dissoc (jwt/unsign (get-in request [:query-params "jwt"])
(:jwt-secret env)
{:alg :hs512})
@@ -37,68 +36,73 @@
"scope" "https://www.googleapis.com/auth/userinfo.email https://www.googleapis.com/auth/userinfo.profile"}
next (assoc "state" (hu/url-encode next))))))))
(defn- login-page [contents]
{:status 200
:headers {"Content-Type" "text/html"}
:body (str "<!DOCTYPE html>"
(hiccup/html
[:html
[:head
[:meta {:charset "utf-8"}]
[:meta {:name "viewport" :content "width=device-width, initial-scale=1"}]
[:title "Integreat · Sign In"]
[:link {:rel "icon" :type "image/png" :href "/favicon.png"}]
[:link {:rel "stylesheet" :href "/output.css"}]
[:script {:defer true :src "https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"}]
[:style
"body{background:linear-gradient(160deg,#79b52e 0%,#009cea 100%);min-height:100vh}"]]
[:body contents]]))})
(defn- page-contents [request]
[:div#app {"@notification.document" "notificationDetails=event.detail.value; showNotification=true"
[:div
{:x-data (hx/json {:showError false
:errorDetails ""})
"@htmx:response-error.camel" "errorDetails = $event.detail.xhr.response; showError=true;"}
:x-data (hx/json {:showError false
:errorDetails ""
:showNotification false
:notificationDetails ""})
"@htmx:response-error.camel" "errorDetails = $event.detail.xhr.response; showError=true;"}
[:div#app-contents.flex.overflow-hidden
[:div#main-content {:class "relative w-full h-full overflow-y-auto px-4 bg-gray-100 dark:bg-gray-900 min-h-content "}
[:div#notification-holder
[:div.fixed.top-0.right-0.left-0.z-30.mx-auto.max-w-screen-lg.w-screen-lg.my-0.pt-8.rounded-lg {:x-show "showNotification"}
[:div.relative
[:button.absolute.right-2.top-2.w-6.h-6.z-50.text-blue-400
{"@click" "showNotification=false"}
svg/filled-x]]
[:div.fixed.top-0.left-0.right-0.z-50.mx-auto.max-w-md.w-full.px-4.pt-6
{:x-show "showError"
"x-transition:enter" "transition duration-200 ease-out"
"x-transition:enter-start" "opacity-0 -translate-y-3"
"x-transition:enter-end" "opacity-100 translate-y-0"}
[:div.relative.bg-white.rounded-xl.shadow-xl.border.border-red-200.p-4
[:button.absolute.right-3.top-3.p-1.text-red-400.hover:text-red-600
{"@click" "showError=false"}
svg/filled-x]
[:div.flex.items-start.gap-3
[:div.flex-shrink-0.w-5.h-5.text-red-500 svg/alert]
[:div.flex-1.min-w-0
[:p.text-sm.font-medium.text-gray-900 "Something went wrong"]
[:p.text-xs.text-gray-500.mt-0.5
"Our team has been notified. Please try again."
[:span {:x-data (hx/json {"e" false})}
" "
[:a.text-xs.underline.cursor-pointer.text-gray-500.hover:text-gray-700
{"@click" "e=true"}
"Details"]
[:pre.text-xs.mt-1.font-mono.text-red-600.bg-red-50.p-2.rounded {:x-show "e" :x-text "errorDetails"}]]]]]]]
[:div.m-4.overflow-auto.z-30.flex.center-items.justify-center.text-blue-800.bg-blue-50.dark:bg-gray-800.dark:text-blue-400.border-blue-300.rounded-lg.border.max-h-96
{:x-show "showNotification"
"x-transition:enter" "transition duration-300 transform ease-in-out"
"x-transition:enter-start" "opacity-0 translate-y-full"
"x-transition:enter-end" "opacity-100 translate-y-0"
"x-transition:leave" "transition duration-300 transform ease-in-out"
"x-transition:leave-start" "opacity-100 translate-y-0"
"x-transition:leave-end" "opacity-0 translate-y-full"}
[:div.flex.items-center.justify-center.min-h-screen.px-4
[:div.w-full.max-w-lg
[:div.flex.flex-col.items-center.mb-10
[:img {:src "/img/logo-big.png" :alt "Integreat" :class "h-16 brightness-0 invert"}]]
[:div {:class "p-4 text-lg w-full" :role "alert"}
[:div.text-sm
[:pre#notification-details.text-xs {:x-html "notificationDetails"}]]]]]]
[:div {:x-show "showError"
:x-init ""}
[:div.fixed.top-0.right-0.left-0.z-30.mx-auto.max-w-screen-lg.w-screen-lg.my-0.pt-8.rounded-lg
[:div.relative
[:button.absolute.right-2.top-2.w-6.h-6.z-50.text-red-600
{"@click" "showError=false"}
svg/filled-x]]
[:div.bg-white.rounded-2xl.shadow-2xl.p-10
{:style "animation: slideUp 0.4s ease-out forwards; opacity: 0;"}
[:div.flex.flex-col.items-center.gap-8
[:div.text-center
[:h1.text-2xl.font-bold.text-gray-900 "Sign in to Integreat"]
[:p.mt-2.text-base.text-gray-500 "Use your Google account to continue"]]
[:div.m-4.overflow-auto.z-30.flex.center-items.justify-center.text-red-800.bg-red-50.dark:bg-gray-800.dark:text-red-400.border-red-300.rounded-lg.border.max-h-96
{:x-show "showError"
"x-transition:enter" "transition duration-300"
"x-transition:enter-start" "opacity-0"
"x-transition:enter-end" "opacity-100"}
[:a {:href (login-url (get (:query-params request) "redirect-to"))
:class "w-full max-w-xs flex items-center justify-center gap-3 px-6 py-3.5 text-base font-semibold rounded-xl border-2 border-gray-200 text-gray-700 bg-white hover:bg-gray-50 hover:border-gray-300 shadow-md hover:shadow-lg focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-gray-400 transition-all duration-150"}
svg/google
"Sign in with Google"]]
[:div {:class "p-4 mb-4 text-lg w-full" :role "alert"}
[:div.inline-block.w-8.h-8.mr-2 svg/alert]
[:span.font-medium "Oh, drat! An unexpected error has occurred."]
[:div.text-sm {:x-data (hx/json {"expandError" false})}
[:p "Integreat staff have been notified and are looking into it. "]
[:p "To see error details, " [:a.underline.cursor-pointer {"@click" "expandError=true"} "click here"] "."]
[:pre#error-details.text-xs {:x-show "expandError" :x-text "errorDetails"}]]]]]]
[:div.p-4.flex.flex-row.justify-center.items-center.h-screen
(com/card {:class "animate-slideUp"}
[:div.p-4
[:img {:src "/img/logo-big.png"}]
[:div
[:a.button.is-large.is-primary {:href (login-url (get (:query-params request) "redirect-to"))} "Login with Google"]]
"HELLO"])]]]])
[:p.mt-2.text-center.text-xs.text-gray-400
"By signing in, you agree to our "
[:a.underline.hover:text-gray-600 {:href "/terms"} "Terms of Service"]
" and "
[:a.underline.hover:text-gray-600 {:href "/privacy"} "Privacy Policy"]]]]]])
(defn login [request]
(base-page
request
(page-contents request)
"Dashboard"))
(login-page (page-contents request)))

View File

@@ -80,9 +80,7 @@
(defn- transaction-nav-url [request route & {:keys [default-params] :or {default-params {:date-range "month"}}}]
(let [preserved (transaction-nav-params request)]
(hu/url (bidi/path-for ssr-routes/only-routes route)
#_(if (or (:start-date preserved) (:end-date preserved))
preserved
(merge default-params preserved)))))
{:date-range "month"})))
(defn left-aside- [{:keys [nav page-specific]} & _]
[:aside {:id "left-nav",

View File

@@ -63,14 +63,14 @@
:x-model (:x-model params)}
(if (:disabled params)
[:span {:x-text "value.label"}]
[:a {:class (-> (hh/add-class (or (:class params) "") default-input-classes)
(hh/add-class "cursor-pointer"))
"x-tooltip.on.click" "{content: ()=>$refs.dropdown.innerHTML, placement: 'bottom', onMount(i) {htmx.process(i.popper); }, popperOptions: {strategy: 'fixed', modifiers: [{name: 'flip', options: {fallbackPlacements: ['top']}}]}, theme: 'dropdown', allowHTML: true, interactive:true}"
"@keydown.down.prevent.stop" "tippy.show();"
"@keydown.backspace" "tippy.hide(); value = {value: '', label: '' }"
:tabindex 0
:x-init (str "$nextTick(() => tippy = $el.__x_tippy); " (:x-init params))
:x-ref "input"}
[:a {:class (-> (hh/add-class (or (:class params) "") default-input-classes)
(hh/add-class "cursor-pointer"))
"x-tooltip.on.click" "{content: ()=>$refs.dropdown.innerHTML, placement: 'bottom', onMount(i) {htmx.process(i.popper); }, popperOptions: {strategy: 'fixed', modifiers: [{name: 'flip', options: {fallbackPlacements: ['top']}}]}, theme: 'dropdown', allowHTML: true, interactive:true}"
"@keydown.down.prevent.stop" "tippy.show();"
"@keydown.backspace" "tippy.hide(); value = {value: '', label: '' }"
:tabindex 0
:x-init (str "$nextTick(() => tippy = $el.__x_tippy); " (:x-init params))
:x-ref "input"}
[:input (-> params
(dissoc :class)
(dissoc :value-fn)
@@ -81,9 +81,9 @@
(assoc
"x-ref" "hidden"
:type "hidden"
:type "hidden"
":value" "value.value"
:x-init (hiccup/raw (str "$watch('value', v => $dispatch('change')); "))))]
:x-init (hiccup/raw (str "$watch('value', v => { $el.value = (v && v.value != null) ? v.value : ''; $nextTick(() => $dispatch('change')); }); "))))]
[:div.flex.w-full.justify-items-stretch
[:span.flex-grow.text-left {"x-text" "value.label"}]
[:div {:class "w-3 h-3 m-1 inline ml-1 justify-self-end text-gray-500 self-center"}
@@ -93,71 +93,72 @@
:x-tooltip "value.warning"} "!")]]])
[:template {:x-ref "dropdown"}
[:ul.dropdown-contents {:class "bg-gray-100 dark:bg-gray-600 ring-1"
"@keydown.escape" "tippy.hide(); value = {value: '', label: '' }; "
[:ul.dropdown-contents {:class "bg-gray-100 dark:bg-gray-600 ring-1"
"@keydown.escape" "tippy.hide(); value = {value: '', label: '' }; "
:x-destroy "if ($refs.input) {$refs.input.focus();}"}
[:input {:type "text"
[:input {:type "text"
:autofocus true
:class (-> (:class params)
(or "")
(hh/add-class default-input-classes)
(hh/replace-wildcard ["rounded" "border"] "border-bottom bg-gray-100 rounded-t-lg w-full"))
"x-model" "search"
"placeholder" (:placeholder params)
"@keydown.down.prevent" "active ++; active = active >= elements.length - 1 ? elements.length - 1 : active"
"@keydown.up.prevent" "active --; active = active < 0 ? 0 : active"
"@keydown.enter.prevent.stop" "tippy.hide(); value = elements.length > 0 ? $data.elements[active] : {'value': '', label: ''}; $refs.input.focus()"
"x-init" "$el.focus(); $watch('search', s => { if($el.value.length > 2) {fetch(addQueryParam(baseUrl, 'q', s)).then(data=>data.json()).then(data => {elements = data; active=-1; tippy.popperInstance.update()}) }})"}]
:class (-> (:class params)
(or "")
(hh/add-class default-input-classes)
(hh/replace-wildcard ["rounded" "border"] "border-bottom bg-gray-100 rounded-t-lg w-full"))
"x-model" "search"
"placeholder" (:placeholder params)
"@change.stop" ""
"@keydown.down.prevent" "active ++; active = active >= elements.length - 1 ? elements.length - 1 : active"
"@keydown.up.prevent" "active --; active = active < 0 ? 0 : active"
"@keydown.enter.prevent.stop" "tippy.hide(); value = elements.length > 0 ? $data.elements[active >= 0 ? active : 0] : {'value': '', label: ''}; $refs.input.focus()"
"x-init" "$el.focus(); $watch('search', s => { if($el.value.length > 2) {fetch(addQueryParam(baseUrl, 'q', s)).then(data=>data.json()).then(data => {elements = data; active=-1; tippy.popperInstance.update()}) }})"}]
[:div.dropdown-options {:class "rounded-b-lg overflow-hidden"}
[:template {:x-for "(element, index) in elements"}
[:li [:a {:class "px-4 py-2 flex gap-2 items-center outline-0 focus:bg-neutral-100 hover:bg-neutral-100 whitespace-nowrap [&.active]:bg-primary-500 [&.active]:dark:bg-primary-700 text-gray-800 dark:text-gray-100"
:href "#"
":class" "active == index ? 'active' : ''"
[:li [:a {:class "px-4 py-2 flex gap-2 items-center outline-0 focus:bg-neutral-100 hover:bg-neutral-100 whitespace-nowrap [&.active]:bg-primary-500 [&.active]:dark:bg-primary-700 text-gray-800 dark:text-gray-100"
:href "#"
":class" "active == index ? 'active' : ''"
"@mouseover" "active = index"
"@mouseout" "active = -1"
"@click.prevent" "value = element; tippy.hide(); $refs.input.focus()"
"x-html" "element.label"}]]]
"@mouseover" "active = index"
"@mouseout" "active = -1"
"@click.prevent" "value = element; tippy.hide(); setTimeout(() => $refs.input.focus(), 10)"
"x-html" "element.label"}]]]
[:template {:x-if "elements.length == 0"}
[:li {:class "px-4 py-2 flex gap-2 items-center outline-0 focus:bg-neutral-100 hover:bg-neutral-100 whitespace-nowrap [&.active]:bg-primary-500 text-gray-800 dark:text-gray-100 text-xs "}
"No results found"]]]]]])
(defn multi-typeahead-dropdown- [params]
[:template {:x-ref "dropdown"}
[:ul.dropdown-contents {:class "bg-gray-100 dark:bg-gray-600 rounded-lg shadow-2xl w-max z-50 ring-1 p-4"
"@keydown.escape.prevent" "tippy.hide();"
[:ul.dropdown-contents {:class "bg-gray-100 dark:bg-gray-600 rounded-lg shadow-2xl w-max z-50 ring-1 p-4"
"@keydown.escape.prevent" "tippy.hide();"
:x-destroy "if ($refs.input) {$refs.input.focus();}"}
[:div {:class (-> "relative"
#_(hh/replace-wildcard ["rounded" "border"] "border-bottom bg-gray-100 rounded-t-lg w-full"))}
[:div {:class "absolute inset-y-0 start-0 flex items-center ps-3 pointer-events-none"}
[:svg {:class "w-4 h-4 text-gray-500 dark:text-gray-400", :aria-hidden "true", :xmlns "http://www.w3.org/2000/svg", :fill "none", :viewbox "0 0 20 20"}
[:path {:stroke "currentColor", :stroke-linecap "round", :stroke-linejoin "round", :stroke-width "2", :d "m19 19-4-4m0-7A7 7 0 1 1 1 8a7 7 0 0 1 14 0Z"}]]]
[:input {:type "text"
[:input {:type "text"
:class (-> (:class params)
(or "")
(hh/add-class "block w-full p-2 ps-10 text-sm text-gray-900 border border-gray-300 rounded-lg bg-gray-50 focus:ring-blue-500 focus:border-blue-500 dark:bg-gray-700 dark:border-gray-600 dark:placeholder-gray-400 dark:text-white dark:focus:ring-blue-500 dark:focus:border-blue-500")
(hh/add-class default-input-classes))
"x-model" "search"
"placeholder" (:placeholder params)
"@keydown.down.prevent" "active ++; active = active >= elements.length - 1 ? elements.length - 1 : active"
"@keydown.up.prevent" "active --; active = active < 0 ? 0 : active"
"x-model" "search"
"placeholder" (:placeholder params)
"@keydown.down.prevent" "active ++; active = active >= elements.length - 1 ? elements.length - 1 : active"
"@keydown.up.prevent" "active --; active = active < 0 ? 0 : active"
"@keydown.enter.prevent.stop" "if ($data.elements[active]) { if (value.has($data.elements[active].value)) { value.delete($data.elements[active].value) } else {value.add($data.elements[active].value); lookup[$data.elements[active].value] = $data.elements[active].label} } "
"x-init" " $el.focus(); $watch('search', s => { if($el.value.length > 2) {fetch(addQueryParam(baseUrl, 'q', s)).then(data=>data.json()).then(data => reset_elements(data)) }})"}]]
"x-init" " $el.focus(); $watch('search', s => { if($el.value.length > 2) {fetch(addQueryParam(baseUrl, 'q', s)).then(data=>data.json()).then(data => reset_elements(data)) }})"}]]
[:div.dropdown-options {:class "overflow-hidden divide-y divide-gray-200 "}
[:template {:x-for "(element, index) in elements"}
[:li {":style" "index == 0 && 'border: 0 !important;'"}
[:label {:class "p-3 group rounded flex gap-2 items-center outline-0 focus:bg-neutral-100 hover:bg-neutral-100 whitespace-nowrap [&.active]:bg-primary-300 [&.active]:dark:bg-primary-700 [&.implied]:text-gray-500 text-gray-800 dark:text-gray-100 cursor-pointer"
[:li {":style" "index == 0 && 'border: 0 !important;'"}
[:label {:class "p-3 group rounded flex gap-2 items-center outline-0 focus:bg-neutral-100 hover:bg-neutral-100 whitespace-nowrap [&.active]:bg-primary-300 [&.active]:dark:bg-primary-700 [&.implied]:text-gray-500 text-gray-800 dark:text-gray-100 cursor-pointer"
:href "#"
":class" (hx/json {"active" (hx/js-fn "active==index")
:href "#"
":class" (hx/json {"active" (hx/js-fn "active==index")
"implied" (hx/js-fn "all_selected && index != 0")})
"@mouseover" "active = index"
"@mouseout" "active = -1"
"@mouseover" "active = index"
"@mouseout" "active = -1"
"@click.prevent" "toggle(element)"}
(checkbox- {":checked" "value.has(element.value) || all_selected"
:class "group-[&.implied]:bg-green-200"})
#_[:input {:type "checkbox"}]
[:span {"x-html" "element.label"}]]]]
[:span {"x-html" "element.label"}]]]]
[:template {:x-if "elements.length == 0"}
[:li {:class "px-4 pt-4 flex gap-2 items-center outline-0 focus:bg-neutral-100 hover:bg-neutral-100 whitespace-nowrap [&.active]:bg-primary-500 text-gray-800 dark:text-gray-100 text-xs " "style" "border: 0 !important"}
"No results found"]]]]])
@@ -225,7 +226,7 @@
:x-init (str "$watch('value', v => $dispatch('change')); ")
:search ""
:active -1
:elements (cond-> [{:value "all" :label "All"}]
:elements (cond-> [{:value "all" :label "All"}]
(sequential? (:value params))
(into (map (fn [v]
{:value ((:value-fn params identity) v)
@@ -237,24 +238,24 @@
:x-init "value=new Set(value || []); "}
(if (:disabled params)
[:span {:x-text "value.label"}]
[:a {:class (-> (hh/add-class (or (:class params) "") default-input-classes)
(hh/add-class "cursor-pointer"))
"x-tooltip.on.click.prevent" "{content: ()=>$refs.dropdown.innerHTML, placement: 'bottom', onMount(i) {htmx.process(i.popper); }, popperOptions: {strategy: 'fixed', modifiers: [{name: 'flip', options: {fallbackPlacements: ['top']}}]}, theme: 'dropdown', allowHTML: true, interactive:true}"
"@keydown.down.prevent.stop" "tippy.show();"
"@keydown.backspace" "tippy.hide(); value=new Set( []);"
:tabindex 0
:x-init (str "$nextTick(() => tippy = $el.__x_tippy); " (:x-init params))
:x-ref "input"}
[:a {:class (-> (hh/add-class (or (:class params) "") default-input-classes)
(hh/add-class "cursor-pointer"))
"x-tooltip.on.click.prevent" "{content: ()=>$refs.dropdown.innerHTML, placement: 'bottom', onMount(i) {htmx.process(i.popper); }, popperOptions: {strategy: 'fixed', modifiers: [{name: 'flip', options: {fallbackPlacements: ['top']}}]}, theme: 'dropdown', allowHTML: true, interactive:true}"
"@keydown.down.prevent.stop" "tippy.show();"
"@keydown.backspace" "tippy.hide(); value=new Set( []);"
:tabindex 0
:x-init (str "$nextTick(() => tippy = $el.__x_tippy); " (:x-init params))
:x-ref "input"}
[:template {:x-for "v in Array.from(value.values())"}
[:input (-> params
(dissoc :class :value-fn :content-fn :placeholder :x-model)
(assoc
:type "hidden"
:type "hidden"
"x-bind:value" "v"))]]
[:template {:x-if "value.size == 0"}
[:input (-> params
(dissoc :class :value-fn :content-fn :placeholder :x-model)
(assoc :type "hidden"
(assoc :type "hidden"
:value ""))]]
[:div.flex.w-full.justify-items-stretch
(multi-typeahead-selected-pill- params)
@@ -296,23 +297,23 @@
(defn money-input- [{:keys [size] :as params}]
[:input
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(update :class hh/add-class "appearance-none text-right")
(update :class #(str % (use-size size)))
(assoc :type "number"
:step "0.01")
(dissoc :size))])
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(update :class hh/add-class "appearance-none text-right")
(update :class #(str % (use-size size)))
(assoc :type "number"
:step "0.01")
(dissoc :size))])
(defn int-input- [{:keys [size] :as params}]
[:input
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(update :class hh/add-class "appearance-none text-right")
(update :class #(str % (use-size size)))
(assoc :type "number"
:step "1")
(dissoc :size))])
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(update :class hh/add-class "appearance-none text-right")
(update :class #(str % (use-size size)))
(assoc :type "number"
:step "1")
(dissoc :size))])
(defn date-input- [{:keys [size] :as params}]
[:div.shrink {:x-data (hx/json {:value (:value params)
@@ -321,40 +322,40 @@
"x-effect" "console.log('changed to' +value)"
"@change-date.camel" "$dispatch('change')"}
[:input
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(assoc :x-model "value")
(assoc "x-tooltip.on.focus" "{content: ()=>$refs.tooltip.innerHTML, theme: 'light', onMount(i) { htmx.process(i.popper); }, allowHTML: true, interactive:true}")
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(assoc :x-model "value")
(assoc "x-tooltip.on.focus" "{content: ()=>$refs.tooltip.innerHTML, theme: 'light', onMount(i) { htmx.process(i.popper); }, allowHTML: true, interactive:true}")
(assoc :x-init "$nextTick(() => tippy = $el.__x_tippy); ")
(assoc :type "text")
(assoc :x-init "$nextTick(() => tippy = $el.__x_tippy); ")
(assoc :type "text")
(assoc "autocomplete" "off")
(assoc "@change" "value = $event.target.value;")
(assoc "autocomplete" "off")
(assoc "@change" "value = $event.target.value;")
(assoc "@keydown.escape" "tippy.hide(); ")
#_(assoc "hx-on" (hiccup/raw "changeDate: htmx.trigger(this, \"change\") "))
(update :class #(str % (use-size size) " w-full"))
(dissoc :size))]
(assoc "@keydown.escape" "tippy.hide(); ")
#_(assoc "hx-on" (hiccup/raw "changeDate: htmx.trigger(this, \"change\") "))
(update :class #(str % (use-size size) " w-full"))
(dissoc :size))]
[:template {:x-ref "tooltip"}
[:div.shrink
[:div
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(assoc :type "text")
(assoc :value (:value params))
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(assoc :type "text")
(assoc :value (:value params))
;; the data-date field has to be bound before the datepicker can be initialized
(assoc :x-init "$nextTick(() => { dp = initCalendar($el); ;}); ")
(assoc "x-effect" "if(dp) { dp.setDate(value); } ")
(assoc ":data-date" "value")
(assoc "@htmx:before-history-save" "destroyDatepicker(dp)")
(assoc "@htmx:before-cleanup-element" "destroyDatepicker(dp)")
(assoc "x-destroy" "destroyDatepicker(dp)")
(assoc "@change-date.camel" "value = dp.getDate(\"mm/dd/yyyy\");")
(assoc :x-init "$nextTick(() => { dp = initCalendar($el); ;}); ")
(assoc "x-effect" "if(dp) { dp.setDate(value); } ")
(assoc ":data-date" "value")
(assoc "@htmx:before-history-save" "destroyDatepicker(dp)")
(assoc "@htmx:before-cleanup-element" "destroyDatepicker(dp)")
(assoc "x-destroy" "destroyDatepicker(dp)")
(assoc "@change-date.camel" "value = dp.getDate(\"mm/dd/yyyy\");")
(update :class #(str % (use-size size) " w-full"))
(dissoc :size :name :x-model :x-modelable))]]]])
(update :class #(str % (use-size size) " w-full"))
(dissoc :size :name :x-model :x-modelable))]]]])
(defn multi-calendar-input- [{:keys [size] :as params}]
(let [value (str/join ", "
@@ -368,21 +369,21 @@
[:template {:x-for "v in value"}
[:input {:type "hidden" :name (:name params) :x-model "v"}]]
[:div
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(assoc :type "text")
(assoc :value value)
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(assoc :type "text")
(assoc :value value)
;; the data-date field has to be bound before the datepicker can be initialized
(assoc :x-init "$nextTick(() => { dp = initMultiDatepicker($el, value); ;}); ")
(assoc "x-effect" "if(dp) { dp.setDate(Array.from(value), {clear: true}); } ")
(assoc ":data-date" "Array.prototype.join.call(value, ', ')")
(assoc "@htmx:before-history-save" "destroyDatepicker(dp)")
(assoc "@htmx:before-cleanup-element" "destroyDatepicker(dp)")
(assoc "x-destroy" "destroyDatepicker(dp)")
(assoc "@change-date.camel" "value = dp.getDate(\"mm/dd/yyyy\");")
(assoc :x-init "$nextTick(() => { dp = initMultiDatepicker($el, value); ;}); ")
(assoc "x-effect" "if(dp) { dp.setDate(Array.from(value), {clear: true}); } ")
(assoc ":data-date" "Array.prototype.join.call(value, ', ')")
(assoc "@htmx:before-history-save" "destroyDatepicker(dp)")
(assoc "@htmx:before-cleanup-element" "destroyDatepicker(dp)")
(assoc "x-destroy" "destroyDatepicker(dp)")
(assoc "@change-date.camel" "value = dp.getDate(\"mm/dd/yyyy\");")
(update :class #(str % (use-size size) " w-full"))
(dissoc :size :name :x-model :x-modelable))]]))
(update :class #(str % (use-size size) " w-full"))
(dissoc :size :name :x-model :x-modelable))]]))
(defn calendar-input- [{:keys [size] :as params}]
(let [value (:value params)]
@@ -392,21 +393,21 @@
:x-model (:x-model params)}
[:input {:type "hidden" :name (:name params) :x-model "value"}]
[:div
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(assoc :type "text")
(assoc :value value)
(-> params
(update :class (fnil hh/add-class "") default-input-classes)
(assoc :type "text")
(assoc :value value)
;; the data-date field has to be bound before the datepicker can be initialized
(assoc :x-init "$nextTick(() => { dp = initCalendar($el); ;}); ")
(assoc "x-effect" "if(dp) { dp.setDate(value); } ")
(assoc ":data-date" "value")
(assoc "@htmx:before-history-save" "destroyDatepicker(dp)")
(assoc "@htmx:before-cleanup-element" "destroyDatepicker(dp)")
(assoc "x-destroy" "destroyDatepicker(dp)")
(assoc "@change-date.camel" "value = dp.getDate(\"mm/dd/yyyy\");")
(assoc :x-init "$nextTick(() => { dp = initCalendar($el); ;}); ")
(assoc "x-effect" "if(dp) { dp.setDate(value); } ")
(assoc ":data-date" "value")
(assoc "@htmx:before-history-save" "destroyDatepicker(dp)")
(assoc "@htmx:before-cleanup-element" "destroyDatepicker(dp)")
(assoc "x-destroy" "destroyDatepicker(dp)")
(assoc "@change-date.camel" "value = dp.getDate(\"mm/dd/yyyy\");")
(update :class #(str % (use-size size) " w-full"))
(dissoc :size :name :x-model :x-modelable))]]))
(update :class #(str % (use-size size) " w-full"))
(dissoc :size :name :x-model :x-modelable))]]))
(defn field-errors- [{:keys [source key]} & rest]
(let [errors (:errors (cond-> (meta source)

View File

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

View File

@@ -1,5 +1,6 @@
(ns auto-ap.ssr.transaction.edit
(:require
[auto-ap.cursor :as cursor]
[auto-ap.datomic
:refer [audit-transact conn pull-attr pull-ref]]
[auto-ap.datomic.accounts :as d-accounts]
@@ -179,6 +180,82 @@
(:account/name (d-accounts/clientize (dc/pull (dc/db conn) d-accounts/default-read value)
client-id)))})])
(defn simple-mode-fields*
"Renders the simple-mode account + location row and the toggle-to-advanced link.
Must be called within a fc/start-form + fc/with-field :step-params context.
Caller must establish Alpine x-data with simpleAccountId in scope."
[request]
(let [snapshot (-> request :multi-form-state :snapshot)
step-params (-> request :multi-form-state :step-params)
client-id (or (-> request :entity :transaction/client :db/id)
(:transaction/client snapshot))
existing-row (first (or (seq (:transaction/accounts step-params))
(seq (:transaction/accounts snapshot))))
account-val (let [av (:transaction-account/account existing-row)]
(if (map? av) (:db/id av) av))
location-val (or (:transaction-account/location existing-row) "Shared")
account-id (when (nat-int? account-val)
(dc/pull (dc/db conn) '[:account/location] account-val))
row-id (or (:db/id existing-row) (str (java.util.UUID/randomUUID)))
total (Math/abs (or (-> request :entity :transaction/amount)
(:transaction/amount snapshot)
0.0))]
[:div
(fc/with-field :transaction/accounts
(fc/with-cursor (let [cur fc/*current*]
(if (sequential? @cur)
(nth cur 0 nil)
(auto_ap.cursor.MapCursor. {} (cursor/state cur) (conj (cursor/path cur) 0))))
[:span
(fc/with-field :db/id
(com/hidden {:name (fc/field-name)
:value row-id}))
[:div.flex.gap-2.mt-2
(fc/with-field :transaction-account/account
(com/validated-field
{:label "Account"
:errors (fc/field-errors)}
[:div.w-72
(account-typeahead* {:value account-val
:client-id client-id
:name (fc/field-name)
:x-model "simpleAccountId"})]))
(fc/with-field :transaction-account/location
(com/validated-field
{:label "Location"
:errors (fc/field-errors)
:x-hx-val:account-id "simpleAccountId"
:hx-vals (hx/json (cond-> {:name (fc/field-name)}
client-id (assoc :client-id client-id)))
:x-dispatch:changed "simpleAccountId"
:hx-trigger "changed"
:hx-get (bidi/path-for ssr-routes/only-routes ::route/location-select)
:hx-target "find *"
:hx-swap "outerHTML"}
(location-select*
{:name (fc/field-name)
:account-location (:account/location account-id)
:client-locations (pull-attr (dc/db conn) :client/locations client-id)
:value location-val})))
(fc/with-field :transaction-account/amount
(com/hidden {:name (fc/field-name)
:value total}))]]))
[:div.mt-1
[:a.text-sm.text-blue-600.hover:underline.cursor-pointer
{:hx-post (bidi/path-for ssr-routes/only-routes ::route/edit-wizard-toggle-mode)
:hx-include "closest form"
:hx-target "#manual-coding-section"
:hx-swap "outerHTML"}
"Switch to advanced mode"]]]))
(defn- manual-mode-initial
"Returns :simple or :advanced based on existing account row count."
[snapshot]
(let [rows (seq (:transaction/accounts snapshot))]
(if (and rows (> (count rows) 1))
:advanced
:simple)))
(defn transaction-account-row* [{:keys [value client-id amount-mode total]}]
(com/data-grid-row
(-> {:class "account-row"
@@ -420,6 +497,56 @@
(format "$%,.2f" total))
(com/data-grid-cell {})))))
(defn manual-coding-section*
"Renders the vendor field + account/location section for the manual tab.
mode is :simple or :advanced.
In simple mode, establishes Alpine x-data with simpleAccountId in scope.
Must be called within a fc/start-form + fc/with-field :step-params context."
[mode request]
(let [snapshot (-> request :multi-form-state :snapshot)
step-params (-> request :multi-form-state :step-params)
all-accounts (or (seq (:transaction/accounts step-params))
(seq (:transaction/accounts snapshot)))
row-count (count all-accounts)]
[:div#manual-coding-section
(com/hidden {:name "mode" :value (name mode)})
[:div {:hx-trigger "change"
:hx-post (bidi/path-for ssr-routes/only-routes ::route/edit-vendor-changed)
:hx-target "#manual-coding-section"
:hx-swap "outerHTML"
:hx-sync "this:replace"
:hx-include "closest form"}
(fc/with-field :transaction/vendor
(com/validated-field
{:label "Vendor" :errors (fc/field-errors)}
[:div.w-96
(com/typeahead {:name (fc/field-name)
:error? (fc/error?)
:class "w-96"
:placeholder "Search..."
:url (bidi/path-for ssr-routes/only-routes :vendor-search)
:value (fc/field-value)
:content-fn (fn [c] (pull-attr (dc/db conn) :vendor/name c))})]))]
(if (= mode :simple)
[:div {:x-data (hx/json {:simpleAccountId
(let [av (-> (first all-accounts) :transaction-account/account)]
(if (map? av) (:db/id av) av))})}
(simple-mode-fields* request)]
[:div
(when (<= row-count 1)
[:div.mb-2
[:a.text-sm.text-blue-600.hover:underline.cursor-pointer
{:hx-post (bidi/path-for ssr-routes/only-routes ::route/edit-wizard-toggle-mode)
:hx-include "closest form"
:hx-target "#manual-coding-section"
:hx-swap "outerHTML"}
"Switch to simple mode"]])
(fc/with-field :transaction/accounts
(com/validated-field
{:errors (fc/field-errors)}
[:div#account-grid-body
(account-grid-body* request)]))])]))
(defn toggle-amount-mode [request]
(let [snapshot (-> request :multi-form-state :snapshot)
old-mode (or (:amount-mode snapshot) "$")
@@ -756,9 +883,13 @@
#_(require-approval (mut/select-keys (mm/form-schema linear-wizard) #{:transaction/client :transaction/vendor :transaction/memo :transaction/approval-status :db/id}))
(mm/form-schema linear-wizard))
(render-step [this {{:keys [snapshot] :as multi-form-state} :multi-form-state :as request}]
(render-step [this {{:keys [snapshot step-params] :as multi-form-state} :multi-form-state :as request}]
(let [tx-id (mm/get-mfs-field multi-form-state :db/id)
tx (d-transactions/get-by-id tx-id)]
tx (d-transactions/get-by-id tx-id)
;; Preserve explicit mode choice from step-params; only fall back to
;; row-count heuristic on initial load when no mode has been chosen.
mode (keyword (or (:mode step-params)
(name (manual-mode-initial snapshot))))]
(mm/default-render-step
linear-wizard this
:head [:div.p-2 "Edit Transaction"]
@@ -815,7 +946,6 @@
":disabled" "!canChange"}
"Manual"))]
[:div {:x-show "activeForm === 'link-payment'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
(payment-matches-view request)]
[:div {:x-show "activeForm === 'link-unpaid-invoices'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
(unpaid-invoices-view request)]
@@ -825,27 +955,7 @@
(transaction-rules-view request)]
[:div {:x-show "activeForm === 'manual'", :x-transition:enter "transition ease-out duration-500", :x-transition:enter-start "opacity-0 transform scale-95", :x-transition:enter-end "opacity-100 transform scale-100"}
[:div {}
[:div {:hx-trigger "change"
:hx-post (bidi/path-for ssr-routes/only-routes ::route/edit-vendor-changed)
:hx-target "#account-grid-body"
:hx-swap "outerHTML"
:hx-include "closest form"}
(fc/with-field :transaction/vendor
(com/validated-field
{:label "Vendor"
:errors (fc/field-errors)}
[:div.w-96
(com/typeahead {:name (fc/field-name)
:error? (fc/error?)
:class "w-96"
:placeholder "Search..."
:url (bidi/path-for ssr-routes/only-routes :vendor-search)
:value (fc/field-value)
:content-fn (fn [c] (pull-attr (dc/db conn) :vendor/name c))})]))]
;; Memo field
;; Approval status field
(manual-coding-section* mode request)
(fc/with-field :transaction/approval-status
(com/validated-field
{:label "Status"
@@ -867,12 +977,7 @@
(com/button-group-button {"@click" "approvalStatus = 'suppressed'"
":class" "{ '!bg-primary-200 text-primary-800': approvalStatus === 'suppressed' }"
:class "rounded-r-lg"}
"Client Review")]])))
(fc/with-field :transaction/accounts
(com/validated-field
{:errors (fc/field-errors)}
[:div#account-grid-body
(account-grid-body* request)]))]]]])
"Client Review")]])))]]]])
:footer
(mm/default-step-footer linear-wizard this :validation-route ::route/edit-wizard-navigate
:next-button (com/button {:color :primary :x-ref "next" :class "w-32 wizard-save-action"} "Done"))
@@ -1329,30 +1434,78 @@
(let [multi-form-state (:multi-form-state request)
snapshot (:snapshot multi-form-state)
step-params (:step-params multi-form-state)
mode (keyword (or (:mode step-params)
(get (:form-params request) "mode")
"simple"))
client-id (or (:transaction/client snapshot)
(-> request :entity :transaction/client :db/id))
vendor-id (or (:transaction/vendor step-params) (:transaction/vendor snapshot))
vendor-id (or (:transaction/vendor step-params)
(->db-id (get step-params "transaction/vendor"))
(:transaction/vendor snapshot))
total (Math/abs (or (-> request :entity :transaction/amount)
(:transaction/amount snapshot)
0.0))
amount-mode (or (:amount-mode snapshot) "$")
existing-accounts (or (seq (:transaction/accounts step-params))
(seq (:transaction/accounts snapshot)))
default-account (when (and (empty? existing-accounts) vendor-id client-id)
;; The form always submits an account row (even when empty with account=nil),
;; so we check if any row has a meaningful account ID.
has-meaningful-accounts? (some #(some? (:transaction-account/account %))
existing-accounts)
;; Simple mode: always populate vendor default (overwrite existing).
;; Advanced mode: populate only when 0 rows OR 1 empty row.
should-populate? (case mode
:simple true
:advanced (or (empty? existing-accounts)
(and (= 1 (count existing-accounts))
(not has-meaningful-accounts?))))
default-account (when (and should-populate? vendor-id client-id)
(vendor-default-account vendor-id client-id))
render-request
(if (and (empty? existing-accounts) vendor-id client-id)
(let [new-account (cond-> {:db/id (str (java.util.UUID/randomUUID))
:transaction-account/location (or (:account/location default-account) "Shared")
:transaction-account/amount (if (= amount-mode "%") 100.0 total)}
default-account (assoc :transaction-account/account (:db/id default-account)))]
(-> request
(assoc-in [:multi-form-state :snapshot :transaction/accounts] [new-account])
(assoc-in [:multi-form-state :step-params :transaction/accounts] [new-account])))
request)]
(-> (if (and should-populate? vendor-id client-id)
(let [new-account (cond-> {:db/id (str (java.util.UUID/randomUUID))
:transaction-account/location (or (:account/location default-account) "Shared")
:transaction-account/amount (if (= amount-mode "%") 100.0 total)}
default-account (assoc :transaction-account/account (:db/id default-account)))]
(-> request
(assoc-in [:multi-form-state :snapshot :transaction/accounts] [new-account])
(assoc-in [:multi-form-state :step-params :transaction/accounts] [new-account])))
request)
(assoc-in [:multi-form-state :step-params :transaction/vendor] vendor-id))]
(html-response
[:div#account-grid-body
(render-account-grid-body render-request)])))
(fc/start-form (:multi-form-state render-request) nil
(fc/with-field :step-params
(manual-coding-section* mode render-request))))))
(defn edit-wizard-toggle-mode-handler [request]
(let [step-params (-> request :multi-form-state :step-params)
snapshot (-> request :multi-form-state :snapshot)
current-mode (keyword (or (:mode step-params) "simple"))
target-mode (if (= current-mode :simple) :advanced :simple)
;; When switching simple→advanced, promote simple-mode values into accounts
render-request
(if (and (= target-mode :advanced)
(= current-mode :simple))
;; carry the simple-mode single row into snapshot so the table shows it
(let [accounts (or (seq (:transaction/accounts step-params))
(seq (:transaction/accounts snapshot)))]
(-> request
(assoc-in [:multi-form-state :snapshot :transaction/accounts]
(vec accounts))
(assoc-in [:multi-form-state :step-params :transaction/accounts]
(vec accounts))))
;; advanced→simple: take first row only
(let [first-row (first (or (seq (:transaction/accounts step-params))
(seq (:transaction/accounts snapshot))))]
(-> request
(assoc-in [:multi-form-state :snapshot :transaction/accounts]
(if first-row [first-row] []))
(assoc-in [:multi-form-state :step-params :transaction/accounts]
(if first-row [first-row] [])))))]
(html-response
(fc/start-form (:multi-form-state render-request) nil
(fc/with-field :step-params
(manual-coding-section* target-mode render-request))))))
(def key->handler
(apply-middleware-to-all-handlers
@@ -1395,6 +1548,10 @@
(mm/wrap-wizard edit-wizard)
(wrap-entity [:multi-form-state :snapshot :db/id] d-transactions/default-read)
(mm/wrap-decode-multi-form-state))
::route/edit-wizard-toggle-mode (-> edit-wizard-toggle-mode-handler
(mm/wrap-wizard edit-wizard)
(wrap-entity [:multi-form-state :snapshot :db/id] d-transactions/default-read)
(mm/wrap-decode-multi-form-state))
::route/edit-wizard-new-account (->
(add-new-entity-handler [:step-params :transaction/accounts]
(fn render [cursor request]

32
src/clj/dev_mcp.clj Normal file
View File

@@ -0,0 +1,32 @@
(ns dev-mcp
"Leiningen task: start nREPL + web server on random ports."
(:require [clojure.java.io :as io]
[nrepl.server :as nrepl])
(:import [java.net ServerSocket]))
(defn available-port []
"Pick a random available TCP port."
(with-open [s (ServerSocket. 0)]
(.getLocalPort s)))
(defn- mcp-repl-task [& _args]
"Start nREPL server and HTTP server on random ports.
Writes ports to nrepl-port and .http-port files.
Connect with: clj-nrepl-eval -p $(cat nrepl-port)"
(let [nrepl-port (available-port)
http-port (available-port)]
(spit "nrepl-port" (str nrepl-port))
(spit ".http-port" (str http-port))
(println (format "nREPL port: %d (nrepl-port)" nrepl-port))
(println (format "HTTP port: %d (.http-port)" http-port))
(nrepl/start-server :port nrepl-port)
(require 'user)
((resolve 'user/start-dev) http-port)
(println "Ready.")
@(promise)))
(defn -main
"Entry point for: lein trampoline run -m dev-mcp"
[& args]
(apply mcp-repl-task args))

View File

@@ -84,24 +84,24 @@
#_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
(defn load-accounts [conn]
(let [[header & rows] (-> "master-account-list.csv" (io/resource) io/input-stream (BOMInputStream.) (io/reader) csv/read-csv)
code->existing-account (by :account/numeric-code (map first (dc/q {:find ['(pull ?e [:account/numeric-code
:db/id])]
:in ['$]
code->existing-account (by :account/numeric-code (map first (dc/q {:find ['(pull ?e [:account/numeric-code
:db/id])]
:in ['$]
:where ['[?e :account/name]]}
(dc/db conn))))
also-merge-txes (fn [also-merge old-account-id]
(if old-account-id
(let [[sunset-account]
(first (dc/q {:find ['?a]
:in ['$ '?ac]
(first (dc/q {:find ['?a]
:in ['$ '?ac]
:where ['[?a :account/numeric-code ?ac]]}
(dc/db conn) also-merge))]
(into (mapv
(fn [[entity id _]]
[:db/add entity id old-account-id])
(dc/q {:find ['?e '?id '?a]
:in ['$ '?ac]
(dc/q {:find ['?e '?id '?a]
:in ['$ '?ac]
:where ['[?a :account/numeric-code ?ac]
'[?e ?at ?a]
'[?at :db/ident ?id]]}
@@ -112,7 +112,7 @@
txes (transduce
(comp
(map (fn ->map [r]
(map (fn ->map [r]
(into {} (map vector header r))))
(map (fn parse-map [r]
{:old-account-id (:db/id (code->existing-account
@@ -160,8 +160,8 @@
#_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
(defn find-bad-accounts []
(set (map second (dc/q {:find ['(pull ?x [*]) '?z]
:in ['$]
(set (map second (dc/q {:find ['(pull ?x [*]) '?z]
:in ['$]
:where ['[?e :account/numeric-code ?z]
'[(<= ?z 9999)]
'[?x ?a ?e]]}
@@ -177,8 +177,8 @@
[:db/retractEntity old-account-id])))
conj
[]
(dc/q {:find ['?e]
:in ['$]
(dc/q {:find ['?e]
:in ['$]
:where ['[?e :account/numeric-code ?z]
'[(<= ?z 9999)]]}
(dc/db conn)))))
@@ -192,27 +192,27 @@
(fn [acc [e z]]
(update acc z conj e))
{}
(dc/q {:find ['?e '?z]
:in ['$]
(dc/q {:find ['?e '?z]
:in ['$]
:where ['[?e :account/numeric-code ?z]]}
(dc/db conn)))))
#_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
(defn customize-accounts [customer filename]
(let [[_ & rows] (-> filename (io/resource) io/input-stream (BOMInputStream.) (io/reader) csv/read-csv)
[client-id] (first (dc/q (-> {:find ['?e]
:in ['$ '?z]
[client-id] (first (dc/q (-> {:find ['?e]
:in ['$ '?z]
:where [['?e :client/code '?z]]}
(dc/db conn) customer)))
code->existing-account (by :account/numeric-code (map first (dc/q {:find ['(pull ?e [:account/numeric-code
{:account/applicability [:db/ident]}
:db/id])]
:in ['$]
code->existing-account (by :account/numeric-code (map first (dc/q {:find ['(pull ?e [:account/numeric-code
{:account/applicability [:db/ident]}
:db/id])]
:in ['$]
:where ['[?e :account/name]]}
(dc/db conn))))
existing-account-overrides (dc/q {:find ['?e]
:in ['$ '?client-id]
existing-account-overrides (dc/q {:find ['?e]
:in ['$ '?client-id]
:where [['?e :account-client-override/client '?client-id]]}
(dc/db conn) client-id)
@@ -276,8 +276,8 @@
#_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
(defn fix-transactions-without-locations [client-code location]
(->>
(dc/q {:find ['(pull ?e [*])]
:in ['$ '?client-code]
(dc/q {:find ['(pull ?e [*])]
:in ['$ '?client-code]
:where ['[?e :transaction/accounts ?ta]
'[?e :transaction/matched-rule]
'[?e :transaction/approval-status :transaction-approval-status/approved]
@@ -297,8 +297,8 @@
#_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
(defn entity-history [i]
(vec (sort-by first (dc/q
{:find ['?tx '?z '?v]
:in ['?i '$]
{:find ['?tx '?z '?v]
:in ['?i '$]
:where ['[?i ?a ?v ?tx ?ad]
'[?a :db/ident ?z]
'[(= ?ad true)]]}
@@ -307,8 +307,8 @@
#_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
(defn entity-history-with-revert [i]
(vec (sort-by first (dc/q
{:find ['?tx '?z '?v '?ad]
:in ['?i '$]
{:find ['?tx '?z '?v '?ad]
:in ['?i '$]
:where ['[?i ?a ?v ?tx ?ad]
'[?a :db/ident ?z]]}
i (dc/history (dc/db conn))))))
@@ -347,15 +347,18 @@
(hawk.core/watch! [{:paths ["src/" "test/"]
:handler auto-reset-handler}]))
(defn start-http []
(defn start-http [& [http-port]]
(when http-port
(alter-var-root #'auto-ap.server/*http-port-override* (constantly http-port)))
(mount.core/start (mount.core/only #{#'auto-ap.server/port #'auto-ap.server/jetty})))
(defn start-dev []
(defn start-dev [& [http-port]]
(set-refresh-dirs "src")
#_(clojure.tools.namespace.repl/disable-reload! (find-ns 'auto-ap.server))
#_(clojure.tools.namespace.repl/disable-reload! (find-ns 'auto-ap.time))
(clojure.tools.namespace.repl/disable-reload! (find-ns 'dev-mcp))
#_(clojure.tools.namespace.repl/disable-reload! (find-ns 'auto-ap.server))
#_(clojure.tools.namespace.repl/disable-reload! (find-ns 'auto-ap.time))
(start-db)
(start-http)
(start-http http-port)
(auto-reset))
#_(defn start-search []
@@ -376,18 +379,18 @@
#_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
(defn find-queries [words]
(let [obj (s3/list-objects-v2 :bucket-name (:data-bucket env)
:prefix (str "queries/"))
concurrent 30
(let [obj (s3/list-objects-v2 :bucket-name (:data-bucket env)
:prefix (str "queries/"))
concurrent 30
output-chan (async/chan)]
(async/pipeline-blocking concurrent
output-chan
(comp
(map #(do
[(:key %)
(str (slurp (:object-content (s3/get-object
:bucket-name (:data-bucket env)
:key (:key %)))))]))
(str (slurp (:object-content (s3/get-object
:bucket-name (:data-bucket env)
:key (:key %)))))]))
(filter #(->> words
(every? (fn [w] (str/includes? (second %) w)))))
@@ -401,9 +404,9 @@
#_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
(defn upsert-invoice-amounts [tsv]
(let [data (with-open [reader (io/reader (char-array tsv))]
(doall (csv/read-csv reader :separator \tab)))
db (dc/db conn)
(let [data (with-open [reader (io/reader (char-array tsv))]
(doall (csv/read-csv reader :separator \tab)))
db (dc/db conn)
i->invoice-id (fn [i]
(try (Long/parseLong i)
(catch Exception e
@@ -456,7 +459,7 @@
:when current-total]
[(when (not (auto-ap.utils/dollars= current-total target-total))
{:db/id invoice-id
{:db/id invoice-id
:invoice/total target-total})
(when new-account?
@@ -521,7 +524,7 @@
(let [client-location (ffirst (d/q '[:find ?l :in $ ?c :where [?c :client/locations ?l]] (dc/db conn) [:client/code client-code]))]
(clojure.data.csv/write-csv
*out*
(for [n (range n)
(for [n (range n)
:let [v (rand-nth (map first (d/q '[:find ?vn :where [_ :vendor/name ?vn]] (dc/db conn))))
[{a-1 :account/numeric-code a-1-location :account/location}
{a-2 :account/numeric-code a-2-location :account/location}] (->> (d/q '[:find (pull ?a [:account/numeric-code :account/location]) :where [?a :account/numeric-code]]
@@ -534,8 +537,8 @@
(t/minus (t/days (rand-int 60)))
(atime/unparse atime/normal-date))
id (rand-int 100000)]
a [[(str id) client-code "synthetic" v d a-1 (or a-1-location client-location) 0 amount]
[(str id) client-code "synthetic" v d a-2 (or a-2-location client-location) amount 0]]]
a [[(str id) client-code "synthetic" v d a-1 (or a-1-location client-location) 0 amount]
[(str id) client-code "synthetic" v d a-2 (or a-2-location client-location) amount 0]]]
a)
:separator \tab))))
@@ -547,7 +550,7 @@
(let [bank-accounts (map first (d/q '[:find ?bac :in $ ?c :where [?c :client/bank-accounts ?b] [?b :bank-account/code ?bac]] (dc/db conn) [:client/code client-code]))]
(clojure.data.csv/write-csv
*out*
(for [n (range n)
(for [n (range n)
:let [amount (rand-int 2000)
d (-> (t/now)
(t/minus (t/days (rand-int 60)))
@@ -563,7 +566,7 @@
:in $
:where [?i :invoice/invoice-number]
(not [?i :invoice/status :invoice-status/voided])]
:args [(dc/db conn)]})
:args [(dc/db conn)]})
(map first)
(partition-all 500))]
(print ".")
@@ -576,7 +579,7 @@
:in $
:where [?i :payment/date]
(not [?i :payment/status :payment-status/voided])]
:args [(dc/db conn)]})
:args [(dc/db conn)]})
(map first)
(partition-all 500))]
(print ".")
@@ -589,7 +592,7 @@
:in $
:where [?i :transaction/description-original]
(not [?i :transaction/approval-status :transaction-approval-status/suppressed])]
:args [(dc/db conn)]})
:args [(dc/db conn)]})
(map first)
(partition-all 500))]
(print ".")
@@ -600,7 +603,7 @@
(doseq [batch (->> (dc/qseq {:query '[:find ?i
:in $
:where [?i :journal-entry/date]]
:args [(dc/db conn)]})
:args [(dc/db conn)]})
(map first)
(partition-all 500))]
(print ".")

View File

@@ -1,16 +1,16 @@
(ns auto-ap.routes.transactions)
(def routes {"" {:get ::page
:put ::edit-wizard-navigate
"/unapproved" ::unapproved-page
"/requires-feedback" ::requires-feedback-page
"/approved" ::approved-page
"/bulk-delete" ::bulk-delete
"/bulk-suppress" ::bulk-suppress
"/bulk-code" {:get ::bulk-code
:put ::bulk-code-submit
"/new-account" ::bulk-code-new-account
"/vendor-changed" ::bulk-code-vendor-changed}}
(def routes {"" {:get ::page
:put ::edit-wizard-navigate
"/unapproved" ::unapproved-page
"/requires-feedback" ::requires-feedback-page
"/approved" ::approved-page
"/bulk-delete" ::bulk-delete
"/bulk-suppress" ::bulk-suppress
"/bulk-code" {:get ::bulk-code
:put ::bulk-code-submit
"/new-account" ::bulk-code-new-account
"/vendor-changed" ::bulk-code-vendor-changed}}
"/new" {:get ::new
:post ::new-submit
"/location-select" ::location-select
@@ -22,9 +22,9 @@
"/parse" ::external-import-parse
"/import" ::external-import-import}
"/table" ::table
"/csv" ::csv
"/bank-account-filter" ::bank-account-filter
"/table" ::table
"/csv" ::csv
"/bank-account-filter" ::bank-account-filter
["/" [#"\d+" :db/id]] {"/edit" {:get ::edit-wizard}}
"/edit-submit" ::edit-submit
@@ -34,6 +34,7 @@
"/account-balance" ::account-balance
"/toggle-amount-mode" ::toggle-amount-mode
"/edit-wizard-new-account" ::edit-wizard-new-account
"/edit-wizard-toggle-mode" ::edit-wizard-toggle-mode
"/match-payment" ::link-payment
"/match-autopay-invoices" ::link-autopay-invoices
"/match-unpaid-invoices" ::link-unpaid-invoices

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