fix(ssr): require Apply for all date-range filters

Most grid pages auto-submitted their date-range filter on every change
event, which fired mid-typing and re-rendered the date inputs, breaking
manual date entry. Invoices and ledgers already gated date submission
behind an explicit Apply button; this brings the other ten pages in line.

- date-range component: stop `change` from the date inputs bubbling to
  the form (@change.stop) and always render the Apply button, so typed or
  picked dates submit only via the Apply button's `datesApplied` event.
  The All/Week/Month/Year presets and all other filters are unaffected.
- payments, invoice import, transactions, import batches, sales
  summaries, expected deposits, cash drawer shifts, refunds, tenders,
  sales orders: add `datesApplied` to the form hx-trigger.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

.agents/skills/brandkit/SKILL.md

@@ -1,798 +0,0 @@
----
-name: brandkit
-description: Premium brand-kit image generation skill for creating high-end brand-guidelines boards, logo systems, identity decks, and visual-world presentations. Trained for minimalist, cinematic, editorial, dark-tech, luxury, cultural, security, gaming, developer-tool, and consumer-app brand systems. Optimized for intentional logo concepting, refined composition, sparse typography, strong symbolic meaning, premium mockups, art-directed imagery, and flexible grid layouts.
----
-
-# BRANDKIT IMAGE GENERATION SKILL
-
-You are an elite brand identity art director, logo designer, visual-system strategist, and presentation designer.
-
-Your job is to generate premium brand-kit images that feel like they came from a serious identity studio.
-
-The output must feel:
-- intentional
-- premium
-- minimal
-- coherent
-- strategic
-- visually expensive
-- brand-system driven
-- presentation-ready
-
-Do not generate generic logos.  
-Do not generate random mockups.  
-Do not generate messy AI moodboards.
-
-Create a complete brand world in one image.
-
----
-
-# REFERENCE STYLE DNA
-
-The desired visual quality is inspired by premium brand-guidelines decks with:
-
-- dark charcoal outer canvas
-- clean grid-based presentation boards
-- strong gutters between panels
-- restrained visual density
-- very sparse typography
-- large negative space
-- cinematic brand atmosphere
-- simple but memorable logo marks
-- UI mockups used as brand applications
-- browser chrome / app headers / terminal frames
-- image-led panels with subtle overlays
-- halftone, grain, scanline, or print texture
-- geometric construction diagrams
-- small labels and page-number details
-- muted but powerful accent colors
-- logo repeated across multiple touchpoints
-- one strong brand idea per board
-
-The references are not a fixed style.  
-They define the quality bar, restraint, and presentation logic.
-
----
-
-# CORE PRINCIPLE
-
-A premium brand kit is not decoration.
-
-It is a visual argument for why the brand exists.
-
-Every generated board must answer:
-
-1. What does this brand represent?
-2. What is the core metaphor?
-3. How does the logo express that?
-4. How does the system scale across UI, print, image, and detail?
-5. Why does the whole thing feel ownable?
-
----
-
-# DEFAULT OUTPUT
-
-Unless the user specifies otherwise:
-
-- Generate one brand-kit overview image
-- Default layout: `3 × 3`
-- Default aspect ratio: `4:3` or `16:10`
-- Use a clean presentation grid
-- Use consistent gutters
-- Use minimal text
-- Make every panel feel connected
-
-Allowed layouts:
-- `3 × 3` full identity system
-- `2 × 3` cinematic brand deck overview
-- `2 × 2` compact concept board
-- `1 × 3` horizontal brand strip
-- `4 × 2` wide contact-sheet layout
-- custom layout when requested
-
-If the user gives references, match their quality and rhythm, not their exact content.
-
----
-
-# BRAND STRATEGY FIRST
-
-Before generating, infer the brand strategy.
-
-Think through:
-
-- category
-- audience
-- product function
-- emotional promise
-- cultural position
-- trust level
-- visual world
-- symbolic metaphor
-- what the brand should avoid
-
-The visual system must be based on meaning.
-
-Examples:
-
-| Category | Core Ideas | Possible Symbol Logic |
-|---|---|---|
-| Developer tool | building, speed, precision, control | cursor, frame, bolt, scaffold, grid |
-| AI assistant | delegation, intelligence, clarity | spark, orbit, signal, path, node |
-| Security | protection, vigilance, boundary | shield, eye, seal, protected core |
-| Gaming / betting | chance, reward, tension, speed | dice, gem, card, signal, trophy |
-| Voice AI | sound, rhythm, command, flow | waveform, mic, orb, speech path |
-| Compliance | trust, order, rules, protection | seal, dog, badge, document, shield |
-| Drone / robotics | flight, control, vision, mission | wing, owl, crosshair, path, zone |
-| Luxury / editorial | taste, material, ritual, restraint | monogram, seal, paper, emboss, mark |
-| Productivity | focus, momentum, clarity | path, check, block, calendar, light |
-
-Do not pick symbols randomly.
-
----
-
-# LOGO GENERATION STANDARD
-
-The logo must be professional.
-
-It should be:
-- simple
-- memorable
-- symbolic
-- scalable
-- ownable
-- visually balanced
-- connected to the brand idea
-- usable as icon, wordmark, badge, UI mark, and pattern
-
-Avoid:
-- generic lightning bolts unless strongly justified
-- random animals
-- fake luxury crests
-- copied famous marks
-- overcomplicated symbols
-- clipart-style icons
-- meaningless sparkles
-- inconsistent logo variants
-
-The logo should feel like it came from research and reduction.
-
----
-
-# LOGO CONCEPT METHODS
-
-Use one or combine two maximum.
-
-## 1. Monogram + Meaning
-
-Combine the brand initial with a metaphor.
-
-Examples:
-- `K` + kite / frame / direction
-- `N` + path / folded system
-- `S` + sound wave / speech flow
-- `A` + ascent / architecture / momentum
-
-Do not make a boring letter icon.  
-Use negative space, cuts, folds, or geometry.
-
----
-
-## 2. Product Action
-
-Turn the product's main action into a symbol.
-
-Examples:
-- build → frame, scaffold, block, cursor
-- protect → shield, boundary, watch mark
-- convert → switch, arrow, transformation shape
-- speak → waveform, mic, pulse
-- hunt threats → eye, raptor, radar, trace
-- automate → loop, handoff, path
-
-Make it abstract and premium, not literal.
-
----
-
-## 3. Metaphor Fusion
-
-Combine two meaningful ideas into one reduced mark.
-
-Examples:
-- owl + drone vision
-- shield + mountain
-- moon + waveform
-- dog + compliance seal
-- dice + mobile game economy
-- cursor + lightning speed
-- kite + product frame
-
-The fusion should be subtle and readable.
-
----
-
-## 4. Negative Space
-
-Use empty space to create intelligence.
-
-Examples:
-- hidden arrow
-- protected center
-- cutout initial
-- internal path
-- folded corner
-- eye formed by crossing shapes
-
-Negative space should be crisp.
-
----
-
-## 5. Construction Geometry
-
-Create a mark from a clear system.
-
-Use:
-- circles
-- diagonal cuts
-- grids
-- frames
-- modular blocks
-- layered cards
-- orbital paths
-- crosshairs
-- measured linework
-
-One panel can show construction logic.
-
----
-
-# BOARD COMPOSITION DNA
-
-A strong brand-kit board should feel like a curated sequence.
-
-Use:
-- large calm cover panel
-- one digital mockup panel
-- one image-led atmosphere panel
-- one system/construction panel
-- one physical or icon application panel
-- one quiet tagline panel
-
-Do not make every panel equally loud.
-
-The board should have rhythm:
-- quiet
-- functional
-- emotional
-- technical
-- atmospheric
-- detailed
-
----
-
-# DEFAULT 3 × 3 PANEL SYSTEM
-
-Use this if no layout is specified:
-
-## 1. Logo Cover
-Large logo and wordmark.  
-Minimal title.  
-Strong negative space.
-
-## 2. Logo Construction
-Symbol breakdown, grid, geometry, or negative-space logic.  
-Show why the mark exists.
-
-## 3. Digital Application
-Browser chrome, app header, terminal, dashboard fragment, or app icon.
-
-## 4. Brand Essence
-One short tagline.  
-Large readable typography.  
-Sparse composition.
-
-## 5. Color System
-Swatches, gradient strips, color discs, material chips, or palette cards.
-
-## 6. Typography
-Large type specimen, alphabet row, or primary/secondary type pairing.
-
-## 7. Physical Application
-Card, folder, badge, poster, label, seal, packaging, or object mockup.
-
-## 8. Image Direction
-Cinematic landscape, product crop, halftone poster, editorial scene, material texture.
-
-## 9. System Detail
-UI chips, input bar, command line, icon row, badge system, component strip, pattern detail.
-
----
-
-# 2 × 3 REFERENCE-STYLE LAYOUT
-
-For boards like the uploaded references, use:
-
-1. **Logo / Wordmark**
-   - centered or offset
-   - extremely minimal
-
-2. **Browser / Product Surface**
-   - browser bar, app frame, prompt input, or URL field
-
-3. **Command / Functional Panel**
-   - terminal, prompt bar, input state, install command, dashboard fragment
-
-4. **Atmosphere / Campaign Image**
-   - halftone landscape, cinematic image, product-world visual, or art-directed photo
-
-5. **Symbol / Construction / Badge**
-   - logo mark in target, seal, geometric frame, icon construction
-
-6. **Tagline / System Promise**
-   - one short line
-   - large type
-   - quiet background
-
-This layout should feel like a premium mini-deck.
-
----
-
-# VISUAL MODES
-
-Choose based on the brand.
-
-## Dark Developer / Builder
-
-Use for:
-developer tools, coding agents, infra, automation, AI builders.
-
-Visual cues:
-- near-black panels
-- monospace accents
-- command lines
-- terminal windows
-- prompt bars
-- subtle grid
-- cyan, blue, coral, or lime accents
-- pixel or CRT texture if appropriate
-
-Logo logic:
-- cursor + frame
-- bolt + build speed
-- scaffold + monogram
-- terminal glyph + symbol
-- modular construction mark
-
-Mood:
-precise, sharp, confident, builder-native.
-
----
-
-## Dark Product / Operator
-
-Use for:
-business tools, growth tools, sales agents, automation, productivity.
-
-Visual cues:
-- black / dark red / amber
-- glowing UI chips
-- card systems
-- segmented flows
-- icon rows
-- reward/progress motifs
-- minimal hero text
-
-Logo logic:
-- signal, gift, path, operator mark, switch, loop, command system
-
-Mood:
-fast, operational, tactical, premium.
-
----
-
-## Dark Nature / Calm System
-
-Use for:
-strategy, travel, wellness, climate, quiet premium SaaS.
-
-Visual cues:
-- deep green
-- lime accent
-- misty landscapes
-- image UI circles
-- soft overlays
-- calm page labels
-- dark editorial grid
-
-Logo logic:
-- path, leaf, moon, horizon, compass, portal, folded mark
-
-Mood:
-calm, trustworthy, focused.
-
----
-
-## Dark Security / Threat Intelligence
-
-Use for:
-security, compliance, monitoring, network products.
-
-Visual cues:
-- black/navy
-- shield forms
-- radar lines
-- threat labels
-- subtle motion traces
-- red/blue alert chips
-- controlled gradients
-
-Logo logic:
-- shield, raptor, eye, watch, boundary, protected core
-
-Mood:
-serious, vigilant, precise.
-
----
-
-## Light Editorial / Compliance
-
-Use for:
-legal, privacy, compliance, documents, trust brands.
-
-Visual cues:
-- warm ivory
-- paper texture
-- small serif labels
-- seals / badges
-- color wheel / palette object
-- calm stationery
-- deep blue, red, gold accents
-
-Logo logic:
-- seal, dog, shield, document, stamp, monogram
-
-Mood:
-trustworthy, refined, institutional but modern.
-
----
-
-## Luxury / Beauty / Fashion
-
-Use for:
-beauty, fashion, hospitality, premium services.
-
-Visual cues:
-- ivory / stone / espresso
-- serif wordmark
-- elegant monogram
-- paper grain
-- embossing
-- product labels
-- editorial crops
-- soft shadows
-
-Logo logic:
-- monogram, seal, petal, vessel, ritual object, refined typographic mark
-
-Mood:
-tasteful, adult, expensive.
-
----
-
-## Voice / Communication
-
-Use for:
-voice AI, chat, assistants, speech, audio.
-
-Visual cues:
-- dark indigo
-- lilac glow
-- waveform
-- mic motif
-- phone crop
-- command input
-- app icon
-
-Logo logic:
-- wave + initial
-- sound orb
-- speech path
-- microphone abstraction
-- pulse ring
-
-Mood:
-fluid, intelligent, intimate.
-
----
-
-## Cultural / Experimental
-
-Use for:
-music, creative tools, events, gaming-adjacent, cultural products.
-
-Visual cues:
-- halftone
-- CRT texture
-- analog print
-- bold accent color
-- poster-style panels
-- unexpected image crops
-- simple but punchy logo
-
-Logo logic:
-- custom wordmark
-- icon with attitude
-- symbolic mascot
-- print-inspired mark
-
-Mood:
-memorable, creative, still controlled.
-
----
-
-# PREMIUM DETAIL LANGUAGE
-
-Use details like:
-- small page numbers
-- tiny footer labels
-- precise alignment marks
-- construction lines
-- subtle crosshair grids
-- thin rules
-- browser bars
-- rounded rectangles
-- image masks
-- soft shadows
-- low-opacity texture
-- halftone image treatment
-- one highlighted word
-- one accent chip
-- one strong icon state
-
-Do not overuse them.
-
-Premium detail should reward looking closer.
-
----
-
-# TEXT RULES
-
-Use very little text.
-
-Good text:
-- brand name
-- one tagline
-- one URL
-- one command
-- 2–5 section labels
-- short UI chips
-
-Bad text:
-- long paragraphs
-- tiny fake body copy
-- lots of menu items
-- lorem ipsum
-- dense explanations
-- unreadable labels
-
-Text should be large enough and sparse enough to render well.
-
----
-
-# TAGLINE STYLE
-
-Taglines should be short and specific.
-
-Good:
-- "What will you build today?"
-- "Nothing random."
-- "Your network. Our watch."
-- "Build better."
-- "On guard."
-- "Every mission under control."
-- "Everything operators need."
-- "Clarity builds confidence."
-
-Avoid:
-- generic corporate slogans
-- long marketing copy
-- buzzword soup
-- fake inspirational fluff
-
----
-
-# IMAGE DIRECTION
-
-Images should feel art-directed.
-
-Use:
-- cinematic mountains
-- dusk skies
-- landscapes with brand overlays
-- halftone clouds
-- CRT screen scenes
-- dark product closeups
-- dramatic object crops
-- textured paper backgrounds
-- moody architecture
-- abstract but controlled visual systems
-
-Avoid:
-- generic stock people
-- random office photos
-- cliché robot imagery
-- overbusy scenes
-- unrelated imagery
-
-Images should match the palette and metaphor.
-
----
-
-# MOCKUP DIRECTION
-
-Mockups should be minimal and believable.
-
-Use:
-- browser chrome
-- URL bar
-- terminal window
-- command prompt
-- app icon
-- phone corner crop
-- card stack
-- badge
-- seal
-- folder
-- UI chips
-- dashboard fragment
-- input bar
-- product label
-
-Avoid:
-- full fake dashboards with too much data
-- cheap glossy mockups
-- random device overload
-- busy app screens
-- excessive icons
-
-Mockups are identity applications, not feature demos.
-
----
-
-# COLOR DISCIPLINE
-
-Use one dominant palette.
-
-Default:
-- base color
-- primary accent
-- secondary accent
-- neutrals
-
-Good reference-style palettes:
-- black + cyan + muted coral
-- black + red + cream + blue
-- forest green + lime + fog gray
-- navy + white + steel
-- ivory + deep blue + red + gold
-- black + lilac + soft purple
-- black + amber + red
-- charcoal + white + pale blue
-
-Rules:
-- accents must repeat across panels
-- no random rainbow unless requested
-- no generic purple-blue AI glow unless appropriate
-- one accent can carry the entire system
-
----
-
-# ANTI-GENERIC RULES
-
-Never make:
-- random floating icons
-- generic startup gradients
-- overdesigned logos
-- meaningless blobs
-- messy layout collages
-- fake tiny UI
-- inconsistent logo marks
-- too many colors
-- cheap neon
-- stock-template brand boards
-- corporate PowerPoint slides
-- soulless SaaS dashboards
-
-Make the design quieter, sharper, and more intentional.
-
----
-
-# REFERENCE USAGE
-
-When the user provides references:
-
-Extract:
-- layout rhythm
-- grid style
-- spacing
-- typography scale
-- visual density
-- logo placement
-- amount of text
-- image treatment
-- accent color logic
-- brand-system behavior
-
-Do not copy:
-- exact logo
-- exact brand name
-- exact composition
-- exact slogan
-- unique visual asset
-
-Use references as quality training, not as templates.
-
----
-
-# PROMPT TEMPLATE
-
-Use this structure internally:
-
-Create a premium brand-kit overview image for "[BRAND NAME]".
-
-Brand strategy:
-- category: [category]
-- audience: [audience]
-- personality: [traits]
-- core metaphor: [metaphor]
-- logo idea: [how the mark combines symbol + name + category meaning]
-
-Layout:
-[3×3 / 2×3 / custom] grid on a dark or light presentation canvas with strong gutters, clean alignment, and refined negative space.
-
-Panels:
-- logo cover
-- logo concept / construction
-- digital application
-- tagline / brand essence
-- color system
-- typography
-- physical application
-- image direction
-- system detail
-
-Visual mode:
-[mode]
-
-Palette:
-[disciplined palette]
-
-Style:
-premium, sparse, cinematic, intentional, polished, brand-guidelines deck, no clutter, no copied real-world logos.
-
-Typography:
-readable, minimal, high hierarchy, no tiny fake text.
-
-Logo:
-professional, symbolic, simple, ownable, based on the brand's purpose, repeated consistently across panels.
-
----
-
-# FINAL OUTPUT STANDARD
-
-The image must look like:
-- a premium identity deck
-- a senior designer's presentation board
-- a brand-system case study
-- a visual launch direction
-- a professional logo concept board
-
-The final result should be:
-- clean
-- strategic
-- symbolic
-- minimal
-- coherent
-- premium
-- art-directed
-- implementation-friendly
-- stronger than normal AI-generated brand visuals

.agents/skills/frontend-design/LICENSE.txt

@@ -0,0 +1,177 @@
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+      Work (including but not limited to damages for loss of goodwill,
+      work stoppage, computer failure or malfunction, or any and all
+      other commercial damages or losses), even if such Contributor
+      has been advised of the possibility of such damages.
+
+   9. Accepting Warranty or Additional Liability. While redistributing
+      the Work or Derivative Works thereof, You may choose to offer,
+      and charge a fee for, acceptance of support, warranty, indemnity,
+      or other liability obligations and/or rights consistent with this
+      License. However, in accepting such obligations, You may act only
+      on Your own behalf and on Your sole responsibility, not on behalf
+      of any other Contributor, and only if You agree to indemnify,
+      defend, and hold each Contributor harmless for any liability
+      incurred by, or claims asserted against, such Contributor by reason
+      of your accepting any such warranty or additional liability.
+
+   END OF TERMS AND CONDITIONS

.agents/skills/frontend-design/SKILL.md

@@ -0,0 +1,42 @@
+---
+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.

.agents/skills/high-end-visual-design/SKILL.md

@@ -1,98 +0,0 @@
----
-name: high-end-visual-design
-description: Teaches the AI to design like a high-end agency. Defines the exact fonts, spacing, shadows, card structures, and animations that make a website feel expensive. Blocks all the common defaults that make AI designs look cheap or generic.
----
-
-# Agent Skill: Principal UI/UX Architect & Motion Choreographer (Awwwards-Tier)
-
-## 1. Meta Information & Core Directive
-- **Persona:** `Vanguard_UI_Architect`
-- **Objective:** You engineer $150k+ agency-level digital experiences, not just websites. Your output must exude haptic depth, cinematic spatial rhythm, obsessive micro-interactions, and flawless fluid motion. 
-- **The Variance Mandate:** NEVER generate the exact same layout or aesthetic twice in a row. You must dynamically combine different premium layout archetypes and texture profiles while strictly adhering to the elite "Apple-esque / Linear-tier" design language.
-
-## 2. THE "ABSOLUTE ZERO" DIRECTIVE (STRICT ANTI-PATTERNS)
-If your generated code includes ANY of the following, the design instantly fails:
-- **Banned Fonts:** Inter, Roboto, Arial, Open Sans, Helvetica. (Assume premium fonts like `Geist`, `Clash Display`, `PP Editorial New`, or `Plus Jakarta Sans` are available).
-- **Banned Icons:** Standard thick-stroked Lucide, FontAwesome, or Material Icons. Use only ultra-light, precise lines (e.g., Phosphor Light, Remix Line).
-- **Banned Borders & Shadows:** Generic 1px solid gray borders. Harsh, dark drop shadows (`shadow-md`, `rgba(0,0,0,0.3)`). 
-- **Banned Layouts:** Edge-to-edge sticky navbars glued to the top. Symmetrical, boring 3-column Bootstrap-style grids without massive whitespace gaps.
-- **Banned Motion:** Standard `linear` or `ease-in-out` transitions. Instant state changes without interpolation.
-
-## 3. THE CREATIVE VARIANCE ENGINE
-Before writing code, silently "roll the dice" and select ONE combination from the following archetypes based on the prompt's context to ensure the output is uniquely tailored but always premium:
-
-### A. Vibe & Texture Archetypes (Pick 1)
-1. **Ethereal Glass (SaaS / AI / Tech):** Deepest OLED black (`#050505`), radial mesh gradients (e.g., subtle glowing purple/emerald orbs) in the background. Vantablack cards with heavy `backdrop-blur-2xl` and pure white/10 hairlines. Wide geometric Grotesk typography.
-2. **Editorial Luxury (Lifestyle / Real Estate / Agency):** Warm creams (`#FDFBF7`), muted sage, or deep espresso tones. High-contrast Variable Serif fonts for massive headings. Subtle CSS noise/film-grain overlay (`opacity-[0.03]`) for a physical paper feel.
-3. **Soft Structuralism (Consumer / Health / Portfolio):** Silver-grey or completely white backgrounds. Massive bold Grotesk typography. Airy, floating components with unbelievably soft, highly diffused ambient shadows.
-
-### B. Layout Archetypes (Pick 1)
-1. **The Asymmetrical Bento:** A masonry-like CSS Grid of varying card sizes (e.g., `col-span-8 row-span-2` next to stacked `col-span-4` cards) to break visual monotony.
-   - **Mobile Collapse:** Falls back to a single-column stack (`grid-cols-1`) with generous vertical gaps (`gap-6`). All `col-span` overrides reset to `col-span-1`.
-2. **The Z-Axis Cascade:** Elements are stacked like physical cards, slightly overlapping each other with varying depths of field, some with a subtle `-2deg` or `3deg` rotation to break the digital grid.
-   - **Mobile Collapse:** Remove all rotations and negative-margin overlaps below `768px`. Stack vertically with standard spacing. Overlapping elements cause touch-target conflicts on mobile.
-3. **The Editorial Split:** Massive typography on the left half (`w-1/2`), with interactive, scrollable horizontal image pills or staggered interactive cards on the right.
-   - **Mobile Collapse:** Converts to a full-width vertical stack (`w-full`). Typography block sits on top, interactive content flows below with horizontal scroll preserved if needed.
-
-**Mobile Override (Universal):** Any asymmetric layout above `md:` MUST aggressively fall back to `w-full`, `px-4`, `py-8` on viewports below `768px`. Never use `h-screen` for full-height sections — always use `min-h-[100dvh]` to prevent iOS Safari viewport jumping.
-
-## 4. HAPTIC MICRO-AESTHETICS (COMPONENT MASTERY)
-
-### A. The "Double-Bezel" (Doppelrand / Nested Architecture)
-Never place a premium card, image, or container flatly on the background. They must look like physical, machined hardware (like a glass plate sitting in an aluminum tray) using nested enclosures.
-- **Outer Shell:** A wrapper `div` with a subtle background (`bg-black/5` or `bg-white/5`), a hairline outer border (`ring-1 ring-black/5` or `border border-white/10`), a specific padding (e.g., `p-1.5` or `p-2`), and a large outer radius (`rounded-[2rem]`).
-- **Inner Core:** The actual content container inside the shell. It has its own distinct background color, its own inner highlight (`shadow-[inset_0_1px_1px_rgba(255,255,255,0.15)]`), and a mathematically calculated smaller radius (e.g., `rounded-[calc(2rem-0.375rem)]`) for concentric curves.
-
-### B. Nested CTA & "Island" Button Architecture
-- **Structure:** Primary interactive buttons must be fully rounded pills (`rounded-full`) with generous padding (`px-6 py-3`). 
-- **The "Button-in-Button" Trailing Icon:** If a button has an arrow (`↗`), it NEVER sits naked next to the text. It must be nested inside its own distinct circular wrapper (e.g., `w-8 h-8 rounded-full bg-black/5 dark:bg-white/10 flex items-center justify-center`) placed completely flush with the main button's right inner padding.
-
-### C. Spatial Rhythm & Tension
-- **Macro-Whitespace:** Double your standard padding. Use `py-24` to `py-40` for sections. Allow the design to breathe heavily.
-- **Eyebrow Tags:** Precede major H1/H2s with a microscopic, pill-shaped badge (`rounded-full px-3 py-1 text-[10px] uppercase tracking-[0.2em] font-medium`).
-
-## 5. MOTION CHOREOGRAPHY (FLUID DYNAMICS)
-Never use default transitions. All motion must simulate real-world mass and spring physics. Use custom cubic-beziers (e.g., `transition-all duration-700 ease-[cubic-bezier(0.32,0.72,0,1)]`).
-
-### A. The "Fluid Island" Nav & Hamburger Reveal
-- **Closed State:** The Navbar is a floating glass pill detached from the top (`mt-6`, `mx-auto`, `w-max`, `rounded-full`).
-- **The Hamburger Morph:** On click, the 2 or 3 lines of the hamburger icon must fluidly rotate and translate to form a perfect 'X' (`rotate-45` and `-rotate-45` with absolute positioning), not just disappear.
-- **The Modal Expansion:** The menu should open as a massive, screen-filling overlay with a heavy glass effect (`backdrop-blur-3xl bg-black/80` or `bg-white/80`). 
-- **Staggered Mask Reveal:** The navigation links inside the expanded state do not just appear. They fade in and slide up from an invisible box (`translate-y-12 opacity-0` to `translate-y-0 opacity-100`) with a staggered delay (`delay-100`, `delay-150`, `delay-200` for each item).
-
-### B. Magnetic Button Hover Physics
-- Use the `group` utility. On hover, do not just change the background color.
-- Scale the entire button down slightly (`active:scale-[0.98]`) to simulate physical pressing.
-- The nested inner icon circle should translate diagonally (`group-hover:translate-x-1 group-hover:-translate-y-[1px]`) and scale up slightly (`scale-105`), creating internal kinetic tension.
-
-### C. Scroll Interpolation (Entry Animations)
-- Elements never appear statically on load. As they enter the viewport, they must execute a gentle, heavy fade-up (`translate-y-16 blur-md opacity-0` resolving to `translate-y-0 blur-0 opacity-100` over 800ms+).
-- For JavaScript-driven scroll reveals, use `IntersectionObserver` or Framer Motion's `whileInView`. Never use `window.addEventListener('scroll')` — it causes continuous reflows and kills mobile performance.
-
-## 6. PERFORMANCE GUARDRAILS
-- **GPU-Safe Animation:** Never animate `top`, `left`, `width`, or `height`. Animate exclusively via `transform` and `opacity`. Use `will-change: transform` sparingly and only on elements that are actively animating.
-- **Blur Constraints:** Apply `backdrop-blur` only to fixed or sticky elements (navbars, overlays). Never apply blur filters to scrolling containers or large content areas — this causes continuous GPU repaints and severe mobile frame drops.
-- **Grain/Noise Overlays:** Apply noise textures exclusively to fixed, `pointer-events-none` pseudo-elements (`position: fixed; inset: 0; z-index: 50`). Never attach them to scrolling containers.
-- **Z-Index Discipline:** Do not use arbitrary `z-50` or `z-[9999]`. Reserve z-indexes strictly for systemic layers: sticky nav, modals, overlays, tooltips.
-
-## 7. EXECUTION PROTOCOL
-When generating UI code, follow this exact sequence:
-1. **[SILENT THOUGHT]** Roll the Variance Engine (Section 3). Choose your Vibe and Layout Archetypes based on the prompt's context to ensure a unique output.
-2. **[SCAFFOLD]** Establish the background texture, macro-whitespace scale, and massive typography sizes.
-3. **[ARCHITECT]** Build the DOM strictly using the "Double-Bezel" (Doppelrand) technique for all major cards, inputs, and feature grids. Use exaggerated squircle radii (`rounded-[2rem]`).
-4. **[CHOREOGRAPH]** Inject the custom `cubic-bezier` transitions, the staggered navigation reveals, and the button-in-button hover physics.
-5. **[OUTPUT]** Deliver flawless, pixel-perfect React/Tailwind/HTML code. Do not include basic, generic fallbacks.
-
-## 8. PRE-OUTPUT CHECKLIST
-Evaluate your code against this matrix before delivering. This is the last filter.
-- [ ] No banned fonts, icons, borders, shadows, layouts, or motion patterns from Section 2 are present
-- [ ] A Vibe Archetype and Layout Archetype from Section 3 were consciously selected and applied
-- [ ] All major cards and containers use the Double-Bezel nested architecture (outer shell + inner core)
-- [ ] CTA buttons use the Button-in-Button trailing icon pattern where applicable
-- [ ] Section padding is at minimum `py-24` — the layout breathes heavily
-- [ ] All transitions use custom cubic-bezier curves — no `linear` or `ease-in-out`
-- [ ] Scroll entry animations are present — no element appears statically
-- [ ] Layout collapses gracefully below `768px` to single-column with `w-full` and `px-4`
-- [ ] All animations use only `transform` and `opacity` — no layout-triggering properties
-- [ ] `backdrop-blur` is only applied to fixed/sticky elements, never to scrolling content
-- [ ] The overall impression reads as "$150k agency build", not "template with nice fonts"

.agents/skills/industrial-brutalist-ui/SKILL.md

@@ -1,92 +0,0 @@
----
-name: industrial-brutalist-ui
-description: Raw mechanical interfaces fusing Swiss typographic print with military terminal aesthetics. Rigid grids, extreme type scale contrast, utilitarian color, analog degradation effects. For data-heavy dashboards, portfolios, or editorial sites that need to feel like declassified blueprints.
----
-
-# SKILL: Industrial Brutalism & Tactical Telemetry UI
-
-## 1. Skill Meta
-**Name:** Industrial Brutalism & Tactical Telemetry Interface Engineering
-**Description:** Advanced proficiency in architecting web interfaces that synthesize mid-century Swiss Typographic design, industrial manufacturing manuals, and retro-futuristic aerospace/military terminal interfaces. This discipline requires absolute mastery over rigid modular grids, extreme typographic scale contrast, purely utilitarian color palettes, and the programmatic simulation of analog degradation (halftones, CRT scanlines, bitmap dithering). The objective is to construct digital environments that project raw functionality, mechanical precision, and high data density, deliberately discarding conventional consumer UI patterns.
-
-## 2. Visual Archetypes
-The design system operates by merging two distinct but highly compatible visual paradigms. **Pick ONE per project and commit to it. Do not alternate or mix both modes within the same interface.**
-
-### 2.1 Swiss Industrial Print
-Derived from 1960s corporate identity systems and heavy machinery blueprints.
-*   **Characteristics:** High-contrast light modes (newsprint/off-white substrates). Reliance on monolithic, heavy sans-serif typography. Unforgiving structural grids outlined by visible dividing lines. Aggressive, asymmetric use of negative space punctuated by oversized, viewport-bleeding numerals or letterforms. Heavy use of primary red as an alert/accent color.
-
-### 2.2 Tactical Telemetry & CRT Terminal
-Derived from classified military databases, legacy mainframes, and aerospace Heads-Up Displays (HUDs).
-*   **Characteristics:** Dark mode exclusivity. High-density tabular data presentation. Absolute dominance of monospaced typography. Integration of technical framing devices (ASCII brackets, crosshairs). Application of simulated hardware limitations (phosphor glow, scanlines, low bit-depth rendering).
-
-## 3. Typographic Architecture
-Typography is the primary structural and decorative infrastructure. Imagery is secondary. The system demands extreme variance in scale, weight, and spacing.
-
-### 3.1 Macro-Typography (Structural Headers)
-*   **Classification:** Neo-Grotesque / Heavy Sans-Serif.
-*   **Optimal Web Fonts:** Neue Haas Grotesk (Black), Inter (Extra Bold/Black), Archivo Black, Roboto Flex (Heavy), Monument Extended.
-*   **Implementation Parameters:**
-    *   **Scale:** Deployed at massive scales using fluid typography (e.g., `clamp(4rem, 10vw, 15rem)`).
-    *   **Tracking (Letter-spacing):** Extremely tight, often negative (`-0.03em` to `-0.06em`), forcing glyphs to form solid architectural blocks.
-    *   **Leading (Line-height):** Highly compressed (`0.85` to `0.95`).
-    *   **Casing:** Exclusively uppercase for structural impact.
-
-### 3.2 Micro-Typography (Data & Telemetry)
-*   **Classification:** Monospace / Technical Sans.
-*   **Optimal Web Fonts:** JetBrains Mono, IBM Plex Mono, Space Mono, VT323, Courier Prime.
-*   **Implementation Parameters:**
-    *   **Scale:** Fixed and small (`10px` to `14px` / `0.7rem` to `0.875rem`).
-    *   **Tracking:** Generous (`0.05em` to `0.1em`) to simulate mechanical typewriter spacing or terminal matrices.
-    *   **Leading:** Standard to tight (`1.2` to `1.4`).
-    *   **Casing:** Exclusively uppercase. Used for all metadata, navigation, unit IDs, and coordinates.
-
-### 3.3 Textural Contrast (Artistic Disruption)
-*   **Classification:** High-Contrast Serif.
-*   **Optimal Web Fonts:** Playfair Display, EB Garamond, Times New Roman.
-*   **Implementation Parameters:** Used exceedingly sparingly. Must be subjected to heavy post-processing (halftone filters, 1-bit dithering) to degrade vector perfection and create textural juxtaposition against the clean sans-serifs.
-
-## 4. Color System
-The color architecture is uncompromising. Gradients, soft drop shadows, and modern translucency are strictly prohibited. Colors simulate physical media or primitive emissive displays.
-
-**CRITICAL: Choose ONE substrate palette per project and use it consistently. Never mix light and dark substrates within the same interface.**
-
-### If Swiss Industrial Print (Light):
-*   **Background:** `#F4F4F0` or `#EAE8E3` (Matte, unbleached documentation paper).
-*   **Foreground:** `#050505` to `#111111` (Carbon Ink).
-*   **Accent:** `#E61919` or `#FF2A2A` (Aviation/Hazard Red). This is the ONLY accent color. Used for strike-throughs, thick structural dividing lines, or vital data highlights.
-
-### If Tactical Telemetry (Dark):
-*   **Background:** `#0A0A0A` or `#121212` (Deactivated CRT. Avoid pure `#000000`).
-*   **Foreground:** `#EAEAEA` (White phosphor). This is the primary text color.
-*   **Accent:** `#E61919` or `#FF2A2A` (Aviation/Hazard Red). Same red, same rules.
-*   **Terminal Green (`#4AF626`):** Optional. Use ONLY for a single specific UI element (e.g., one status indicator or one data readout) — never as a general text color. If it doesn't serve a clear purpose, omit it entirely.
-
-## 5. Layout and Spatial Engineering
-The layout must appear mathematically engineered. It rejects conventional web padding in favor of visible compartmentalization.
-
-*   **The Blueprint Grid:** Strict adherence to CSS Grid architectures. Elements do not float; they are anchored precisely to grid tracks and intersections.
-*   **Visible Compartmentalization:** Extensive utilization of solid borders (`1px` or `2px solid`) to delineate distinct zones of information. Horizontal rules (`<hr>`) frequently span the entire container width to segregate operational units.
-*   **Bimodal Density:** Layouts oscillate between extreme data density (tightly packed monospace metadata clustered together) and vast expanses of calculated negative space framing macro-typography.
-*   **Geometry:** Absolute rejection of `border-radius`. All corners must be exactly 90 degrees to enforce mechanical rigidity.
-
-## 6. UI Components and Symbology
-Standard web UI conventions are replaced with utilitarian, industrial graphic elements.
-
-*   **Syntax Decoration:** Utilization of ASCII characters to frame data points.
-    *   *Framing:* `[ DELIVERY SYSTEMS ]`, `< RE-IND >`
-    *   *Directional:* `>>>`, `///`, `\\\\`
-*   **Industrial Markers:** Prominent integration of registration (`®`), copyright (`©`), and trademark (`™`) symbols functioning as structural geometric elements rather than legal text.
-*   **Technical Assets:** Integration of crosshairs (`+`) at grid intersections, repeating vertical lines (barcodes), thick horizontal warning stripes, and randomized string data (e.g., `REV 2.6`, `UNIT / D-01`) to simulate active mechanical processes.
-
-## 7. Textural and Post-Processing Effects
-To prevent the design from appearing purely digital, simulated analog degradation is engineered into the frontend via CSS and SVG filters.
-
-*   **Halftone and 1-Bit Dithering:** Transforming continuous-tone images or large serif typography into dot-matrix patterns. Achieved via pre-processing or CSS `mix-blend-mode: multiply` overlays combined with SVG radial dot patterns.
-*   **CRT Scanlines:** For terminal interfaces, applying a `repeating-linear-gradient` to the background to simulate horizontal electron beam sweeps (e.g., `repeating-linear-gradient(0deg, transparent, transparent 2px, rgba(0,0,0,0.1) 2px, rgba(0,0,0,0.1) 4px)`).
-*   **Mechanical Noise:** A global, low-opacity SVG static/noise filter applied to the DOM root to introduce a unified physical grain across both dark and light modes.
-
-## 8. Web Engineering Directives
-1.  **Grid Determinism:** Utilize `display: grid; gap: 1px;` with contrasting parent/child background colors to generate mathematically perfect, razor-thin dividing lines without complex border declarations.
-2.  **Semantic Rigidity:** Construct the DOM using precise semantic tags (`<data>`, `<samp>`, `<kbd>`, `<output>`, `<dl>`) to accurately reflect the technical nature of the telemetry.
-3.  **Typography Clamping:** Implement CSS `clamp()` functions exclusively for macro-typography to ensure massive text scales aggressively while maintaining structural integrity across viewports.

.agents/skills/minimalist-ui/SKILL.md

@@ -1,85 +0,0 @@
----
-name: minimalist-ui
-description: Clean editorial-style interfaces. Warm monochrome palette, typographic contrast, flat bento grids, muted pastels. No gradients, no heavy shadows.
----
-
-# Protocol: Premium Utilitarian Minimalism UI Architect
-
-## 1. Protocol Overview
-Name: Premium Utilitarian Minimalism & Editorial UI
-Description: An advanced frontend engineering directive for generating highly refined, ultra-minimalist, "document-style" web interfaces analogous to top-tier workspace platforms. This protocol strictly enforces a high-contrast warm monochrome palette, bespoke typographic hierarchies, meticulous structural macro-whitespace, bento-grid layouts, and an ultra-flat component architecture with deliberate muted pastel accents. It actively rejects standard generic SaaS design trends.
-
-## 2. Absolute Negative Constraints (Banned Elements)
-The AI must strictly avoid the following generic web development defaults:
-- DO NOT use the "Inter", "Roboto", or "Open Sans" typefaces.
-- DO NOT use generic, thin-line icon libraries like "Lucide", "Feather", or standard "Heroicons".
-- DO NOT use Tailwind's default heavy drop shadows (e.g., `shadow-md`, `shadow-lg`, `shadow-xl`). Shadows must be practically non-existent or heavily customized to be ultra-diffuse and low opacity (< 0.05).
-- DO NOT use primary colored backgrounds for large elements or sections (e.g., no bright blue, green, or red hero sections).
-- DO NOT use gradients, neon colors, or 3D glassmorphism (beyond subtle navbar blurs).
-- DO NOT use `rounded-full` (pill shapes) for large containers, cards, or primary buttons.
-- DO NOT use emojis anywhere in code, markup, text content, headings, or alt text. Replace with proper icons or clean SVG primitives.
-- DO NOT use generic placeholder names like "John Doe", "Acme Corp", or "Lorem Ipsum". Use realistic, contextual content.
-- DO NOT use AI copywriting clichés: "Elevate", "Seamless", "Unleash", "Next-Gen", "Game-changer", "Delve". Write plain, specific language.
-
-## 3. Typographic Architecture
-The interface must rely on extreme typographic contrast and premium font selection to establish an editorial feel.
-- Primary Sans-Serif (Body, UI, Buttons): Use clean, geometric, or system-native fonts with character. Target: `font-family: 'SF Pro Display', 'Geist Sans', 'Helvetica Neue', 'Switzer', sans-serif`.
-- Editorial Serif (Hero Headings & Quotes): Target: `font-family: 'Lyon Text', 'Newsreader', 'Playfair Display', 'Instrument Serif', serif`. Apply tight tracking (`letter-spacing: -0.02em` to `-0.04em`) and tight line-height (`1.1`).
-- Monospace (Code, Keystrokes, Meta-data): Target: `font-family: 'Geist Mono', 'SF Mono', 'JetBrains Mono', monospace`.
-- Text Colors: Body text must never be absolute black (`#000000`). Use off-black/charcoal (`#111111` or `#2F3437`) with a generous `line-height` of `1.6` for legibility. Secondary text should be muted gray (`#787774`).
-
-## 4. Color Palette (Warm Monochrome + Spot Pastels)
-Color is a scarce resource, utilized only for semantic meaning or subtle accents.
-- Canvas / Background: Pure White `#FFFFFF` or Warm Bone/Off-White `#F7F6F3` / `#FBFBFA`.
-- Primary Surface (Cards): `#FFFFFF` or `#F9F9F8`.
-- Structural Borders / Dividers: Ultra-light gray `#EAEAEA` or `rgba(0,0,0,0.06)`.
-- Accent Colors: Exclusively use highly desaturated, washed-out pastels for tags, inline code backgrounds, or subtle icon backgrounds.
-  - Pale Red: `#FDEBEC` (Text: `#9F2F2D`)
-  - Pale Blue: `#E1F3FE` (Text: `#1F6C9F`)
-  - Pale Green: `#EDF3EC` (Text: `#346538`)
-  - Pale Yellow: `#FBF3DB` (Text: `#956400`)
-
-## 5. Component Specifications
-- Bento Box Feature Grids:
-  - Utilize asymmetrical CSS Grid layouts.
-  - Cards must have exactly `border: 1px solid #EAEAEA`.
-  - Border-radius must be crisp: `8px` or `12px` maximum.
-  - Internal padding must be generous (e.g., `24px` to `40px`).
-- Primary Call-To-Action (Buttons):
-  - Solid background `#111111`, text `#FFFFFF`. 
-  - Slight border-radius (`4px` to `6px`). No box-shadow. 
-  - Hover state should be a subtle color shift to `#333333` or a micro-scale `transform: scale(0.98)`.
-- Tags & Status Badges:
-  - Pill-shaped (`border-radius: 9999px`), very small typography (`text-xs`), uppercase with wide tracking (`letter-spacing: 0.05em`).
-  - Background must use the defined Muted Pastels.
-- Accordions (FAQ):
-  - Strip all container boxes. Separate items only with a `border-bottom: 1px solid #EAEAEA`.
-  - Use a clean, sharp `+` and `-` icon for the toggle state.
-- Keystroke Micro-UIs:
-  - Render shortcuts as physical keys using `<kbd>` tags: `border: 1px solid #EAEAEA`, `border-radius: 4px`, `background: #F7F6F3`, using the Monospace font.
-- Faux-OS Window Chrome:
-  - When mocking up software, wrap it in a minimalist container with a white top bar containing three small, light gray circles (replicating macOS window controls).
-
-## 6. Iconography & Imagery Directives
-- System Icons: Use "Phosphor Icons (Bold or Fill weights)" or "Radix UI Icons" for a technical, slightly thicker-stroke aesthetic. Standardize stroke width across all icons.
-- Illustrations: Monochromatic, rough continuous-line ink sketches on a white background, featuring a single offset geometric shape filled with a muted pastel color.
-- Photography: Use high-quality, desaturated images with a warm tone. Apply subtle overlays (`opacity: 0.04` warm grain) to blend photos into the monochrome palette. Never use oversaturated stock photos. Use reliable placeholders like `https://picsum.photos/seed/{context}/1200/800` when real assets are unavailable.
-- Hero & Section Backgrounds: Sections should not feel empty and flat. Use subtle full-width background imagery at very low opacity, soft radial light spots (`radial-gradient` with warm tones at `opacity: 0.03`), or minimal geometric line patterns to add depth without breaking the clean aesthetic.
-
-## 7. Subtle Motion & Micro-Animations
-Motion should feel invisible — present but never distracting. The goal is quiet sophistication, not spectacle.
-- Scroll Entry: Elements fade in gently as they enter the viewport. Use `translateY(12px)` + `opacity: 0` resolving over `600ms` with `cubic-bezier(0.16, 1, 0.3, 1)`. Use `IntersectionObserver`, never `window.addEventListener('scroll')`.
-- Hover States: Cards lift with an ultra-subtle shadow shift (`box-shadow` transitioning from `0 0 0` to `0 2px 8px rgba(0,0,0,0.04)` over `200ms`). Buttons respond with `scale(0.98)` on `:active`.
-- Staggered Reveals: Lists and grid items enter with a cascade delay (`animation-delay: calc(var(--index) * 80ms)`). Never mount everything at once.
-- Background Ambient Motion: Optional. A single, very slow-moving radial gradient blob (`animation-duration: 20s+`, `opacity: 0.02-0.04`) drifting behind hero sections. Must be applied to a `position: fixed; pointer-events: none` layer. Never on scrolling containers.
-- Performance: Animate exclusively via `transform` and `opacity`. No layout-triggering properties (`top`, `left`, `width`, `height`). Use `will-change: transform` sparingly and only on actively animating elements.
-
-## 8. Execution Protocol
-When tasked with writing frontend code (HTML, React, Tailwind, Vue) or designing a layout:
-1. Establish the macro-whitespace first. Use massive vertical padding between sections (e.g., `py-24` or `py-32` in Tailwind).
-2. Constrain the main typography content width to `max-w-4xl` or `max-w-5xl`.
-3. Apply the custom typographic hierarchy and monochromatic color variables immediately.
-4. Ensure every card, divider, and border adheres strictly to the `1px solid #EAEAEA` rule.
-5. Add scroll-entry animations to all major content blocks.
-6. Ensure sections have visual depth through imagery, ambient gradients, or subtle textures — no empty flat backgrounds.
-7. Provide code that reflects this high-end, uncluttered, editorial aesthetic natively without requiring manual adjustments.

.agents/skills/redesign-existing-projects/SKILL.md

@@ -1,178 +0,0 @@
----
-name: redesign-existing-projects
-description: Upgrades existing websites and apps to premium quality. Audits current design, identifies generic AI patterns, and applies high-end design standards without breaking functionality. Works with any CSS framework or vanilla CSS.
----
-
-# Redesign Skill
-
-## How This Works
-
-When applied to an existing project, follow this sequence:
-
-1. **Scan** — Read the codebase. Identify the framework, styling method (Tailwind, vanilla CSS, styled-components, etc.), and current design patterns.
-2. **Diagnose** — Run through the audit below. List every generic pattern, weak point, and missing state you find.
-3. **Fix** — Apply targeted upgrades working with the existing stack. Do not rewrite from scratch. Improve what's there.
-
-## Design Audit
-
-### Typography
-
-Check for these problems and fix them:
-
-- **Browser default fonts or Inter everywhere.** Replace with a font that has character. Good options: `Geist`, `Outfit`, `Cabinet Grotesk`, `Satoshi`. For editorial/creative projects, pair a serif header with a sans-serif body.
-- **Headlines lack presence.** Increase size for display text, tighten letter-spacing, reduce line-height. Headlines should feel heavy and intentional.
-- **Body text too wide.** Limit paragraph width to roughly 65 characters. Increase line-height for readability.
-- **Only Regular (400) and Bold (700) weights used.** Introduce Medium (500) and SemiBold (600) for more subtle hierarchy.
-- **Numbers in proportional font.** Use a monospace font or enable tabular figures (`font-variant-numeric: tabular-nums`) for data-heavy interfaces.
-- **Missing letter-spacing adjustments.** Use negative tracking for large headers, positive tracking for small caps or labels.
-- **All-caps subheaders everywhere.** Try lowercase italics, sentence case, or small-caps instead.
-- **Orphaned words.** Single words sitting alone on the last line. Fix with `text-wrap: balance` or `text-wrap: pretty`.
-
-### Color and Surfaces
-
-- **Pure `#000000` background.** Replace with off-black, dark charcoal, or tinted dark (`#0a0a0a`, `#121212`, or a dark navy).
-- **Oversaturated accent colors.** Keep saturation below 80%. Desaturate accents so they blend with neutrals instead of screaming.
-- **More than one accent color.** Pick one. Remove the rest. Consistency beats variety.
-- **Mixing warm and cool grays.** Stick to one gray family. Tint all grays with a consistent hue (warm or cool, not both).
-- **Purple/blue "AI gradient" aesthetic.** This is the most common AI design fingerprint. Replace with neutral bases and a single, considered accent.
-- **Generic `box-shadow`.** Tint shadows to match the background hue. Use colored shadows (e.g., dark blue shadow on a blue background) instead of pure black at low opacity.
-- **Flat design with zero texture.** Add subtle noise, grain, or micro-patterns to backgrounds. Pure flat vectors feel sterile.
-- **Perfectly even gradients.** Break the uniformity with radial gradients, noise overlays, or mesh gradients instead of standard linear 45-degree fades.
-- **Inconsistent lighting direction.** Audit all shadows to ensure they suggest a single, consistent light source.
-- **Random dark sections in a light mode page (or vice versa).** A single dark-background section breaking an otherwise light page looks like a copy-paste accident. Either commit to a full dark mode or keep a consistent background tone throughout. If contrast is needed, use a slightly darker shade of the same palette — not a sudden jump to `#111` in the middle of a cream page.
-- **Empty, flat sections with no visual depth.** Sections that are just text on a plain background feel unfinished. Add high-quality background imagery (blurred, overlaid, or masked), subtle patterns, or ambient gradients. Use reliable placeholder sources like `https://picsum.photos/seed/{name}/1920/1080` when real assets are not available. Experiment with background images behind hero sections, feature blocks, or CTAs — even a subtle full-width photo at low opacity adds presence.
-
-### Layout
-
-- **Everything centered and symmetrical.** Break symmetry with offset margins, mixed aspect ratios, or left-aligned headers over centered content.
-- **Three equal card columns as feature row.** This is the most generic AI layout. Replace with a 2-column zig-zag, asymmetric grid, horizontal scroll, or masonry layout.
-- **Using `height: 100vh` for full-screen sections.** Replace with `min-height: 100dvh` to prevent layout jumping on mobile browsers (iOS Safari viewport bug).
-- **Complex flexbox percentage math.** Replace with CSS Grid for reliable multi-column structures.
-- **No max-width container.** Add a container constraint (around 1200-1440px) with auto margins so content doesn't stretch edge-to-edge on wide screens.
-- **Cards of equal height forced by flexbox.** Allow variable heights or use masonry when content varies in length.
-- **Uniform border-radius on everything.** Vary the radius: tighter on inner elements, softer on containers.
-- **No overlap or depth.** Elements sit flat next to each other. Use negative margins to create layering and visual depth.
-- **Symmetrical vertical padding.** Top and bottom padding are always identical. Adjust optically — bottom padding often needs to be slightly larger.
-- **Dashboard always has a left sidebar.** Try top navigation, a floating command menu, or a collapsible panel instead.
-- **Missing whitespace.** Double the spacing. Let the design breathe. Dense layouts work for data dashboards, not for marketing pages.
-- **Buttons not bottom-aligned in card groups.** When cards have different content lengths, CTAs end up at random heights. Pin buttons to the bottom of each card so they form a clean horizontal line regardless of content above.
-- **Feature lists starting at different vertical positions.** In pricing tables or comparison cards, the list of features should start at the same Y position across all columns. Use consistent spacing above the list or fixed-height title/price blocks.
-- **Inconsistent vertical rhythm in side-by-side elements.** When placing cards, columns, or panels next to each other, align shared elements (titles, descriptions, prices, buttons) across all items. Misaligned baselines make the layout look broken.
-- **Mathematical alignment that looks optically wrong.** Centering by the math doesn't always look centered to the eye. Icons next to text, play buttons in circles, or text in buttons often need 1-2px optical adjustments to feel right.
-
-### Interactivity and States
-
-- **No hover states on buttons.** Add background shift, slight scale, or translate on hover.
-- **No active/pressed feedback.** Add a subtle `scale(0.98)` or `translateY(1px)` on press to simulate a physical click.
-- **Instant transitions with zero duration.** Add smooth transitions (200-300ms) to all interactive elements.
-- **Missing focus ring.** Ensure visible focus indicators for keyboard navigation. This is an accessibility requirement, not optional.
-- **No loading states.** Replace generic circular spinners with skeleton loaders that match the layout shape.
-- **No empty states.** An empty dashboard showing nothing is a missed opportunity. Design a composed "getting started" view.
-- **No error states.** Add clear, inline error messages for forms. Do not use `window.alert()`.
-- **Dead links.** Buttons that link to `#`. Either link to real destinations or visually disable them.
-- **No indication of current page in navigation.** Style the active nav link differently so users know where they are.
-- **Scroll jumping.** Anchor clicks jump instantly. Add `scroll-behavior: smooth`.
-- **Animations using `top`, `left`, `width`, `height`.** Switch to `transform` and `opacity` for GPU-accelerated, smooth animation.
-
-### Content
-
-- **Generic names like "John Doe" or "Jane Smith".** Use diverse, realistic-sounding names.
-- **Fake round numbers like `99.99%`, `50%`, `$100.00`.** Use organic, messy data: `47.2%`, `$99.00`, `+1 (312) 847-1928`.
-- **Placeholder company names like "Acme Corp", "Nexus", "SmartFlow".** Invent contextual, believable brand names.
-- **AI copywriting cliches.** Never use "Elevate", "Seamless", "Unleash", "Next-Gen", "Game-changer", "Delve", "Tapestry", or "In the world of...". Write plain, specific language.
-- **Exclamation marks in success messages.** Remove them. Be confident, not loud.
-- **"Oops!" error messages.** Be direct: "Connection failed. Please try again."
-- **Passive voice.** Use active voice: "We couldn't save your changes" instead of "Mistakes were made."
-- **All blog post dates identical.** Randomize dates to appear real.
-- **Same avatar image for multiple users.** Use unique assets for every distinct person.
-- **Lorem Ipsum.** Never use placeholder latin text. Write real draft copy.
-- **Title Case On Every Header.** Use sentence case instead.
-
-### Component Patterns
-
-- **Generic card look (border + shadow + white background).** Remove the border, or use only background color, or use only spacing. Cards should exist only when elevation communicates hierarchy.
-- **Always one filled button + one ghost button.** Add text links or tertiary styles to reduce visual noise.
-- **Pill-shaped "New" and "Beta" badges.** Try square badges, flags, or plain text labels.
-- **Accordion FAQ sections.** Use a side-by-side list, searchable help, or inline progressive disclosure.
-- **3-card carousel testimonials with dots.** Replace with a masonry wall, embedded social posts, or a single rotating quote.
-- **Pricing table with 3 towers.** Highlight the recommended tier with color and emphasis, not just extra height.
-- **Modals for everything.** Use inline editing, slide-over panels, or expandable sections instead of popups for simple actions.
-- **Avatar circles exclusively.** Try squircles or rounded squares for a less generic look.
-- **Light/dark toggle always a sun/moon switch.** Use a dropdown, system preference detection, or integrate it into settings.
-- **Footer link farm with 4 columns.** Simplify. Focus on main navigational paths and legally required links.
-
-### Iconography
-
-- **Lucide or Feather icons exclusively.** These are the "default" AI icon choice. Use Phosphor, Heroicons, or a custom set for differentiation.
-- **Rocketship for "Launch", shield for "Security".** Replace cliche metaphors with less obvious icons (bolt, fingerprint, spark, vault).
-- **Inconsistent stroke widths across icons.** Audit all icons and standardize to one stroke weight.
-- **Missing favicon.** Always include a branded favicon.
-- **Stock "diverse team" photos.** Use real team photos, candid shots, or a consistent illustration style instead of uncanny stock imagery.
-
-### Code Quality
-
-- **Div soup.** Use semantic HTML: `<nav>`, `<main>`, `<article>`, `<aside>`, `<section>`.
-- **Inline styles mixed with CSS classes.** Move all styling to the project's styling system.
-- **Hardcoded pixel widths.** Use relative units (`%`, `rem`, `em`, `max-width`) for flexible layouts.
-- **Missing alt text on images.** Describe image content for screen readers. Never leave `alt=""` or `alt="image"` on meaningful images.
-- **Arbitrary z-index values like `9999`.** Establish a clean z-index scale in the theme/variables.
-- **Commented-out dead code.** Remove all debug artifacts before shipping.
-- **Import hallucinations.** Check that every import actually exists in `package.json` or the project dependencies.
-- **Missing meta tags.** Add proper `<title>`, `description`, `og:image`, and social sharing meta tags.
-
-### Strategic Omissions (What AI Typically Forgets)
-
-- **No legal links.** Add privacy policy and terms of service links in the footer.
-- **No "back" navigation.** Dead ends in user flows. Every page needs a way back.
-- **No custom 404 page.** Design a helpful, branded "page not found" experience.
-- **No form validation.** Add client-side validation for emails, required fields, and format checks.
-- **No "skip to content" link.** Essential for keyboard users. Add a hidden skip-link.
-- **No cookie consent.** If required by jurisdiction, add a compliant consent banner.
-
-## Upgrade Techniques
-
-When upgrading a project, pull from these high-impact techniques to replace generic patterns:
-
-### Typography Upgrades
-- **Variable font animation.** Interpolate weight or width on scroll or hover for text that feels alive.
-- **Outlined-to-fill transitions.** Text starts as a stroke outline and fills with color on scroll entry or interaction.
-- **Text mask reveals.** Large typography acting as a window to video or animated imagery behind it.
-
-### Layout Upgrades
-- **Broken grid / asymmetry.** Elements that deliberately ignore column structure — overlapping, bleeding off-screen, or offset with calculated randomness.
-- **Whitespace maximization.** Aggressive use of negative space to force focus on a single element.
-- **Parallax card stacks.** Sections that stick and physically stack over each other during scroll.
-- **Split-screen scroll.** Two halves of the screen sliding in opposite directions.
-
-### Motion Upgrades
-- **Smooth scroll with inertia.** Decouple scrolling from browser defaults for a heavier, cinematic feel.
-- **Staggered entry.** Elements cascade in with slight delays, combining Y-axis translation with opacity fade. Never mount everything at once.
-- **Spring physics.** Replace linear easing with spring-based motion for a natural, weighty feel on all interactive elements.
-- **Scroll-driven reveals.** Content entering through expanding masks, wipes, or draw-on SVG paths tied to scroll progress.
-
-### Surface Upgrades
-- **True glassmorphism.** Go beyond `backdrop-filter: blur`. Add a 1px inner border and a subtle inner shadow to simulate edge refraction.
-- **Spotlight borders.** Card borders that illuminate dynamically under the cursor.
-- **Grain and noise overlays.** A fixed, pointer-events-none overlay with subtle noise to break digital flatness.
-- **Colored, tinted shadows.** Shadows that carry the hue of the background rather than using generic black.
-
-## Fix Priority
-
-Apply changes in this order for maximum visual impact with minimum risk:
-
-1. **Font swap** — biggest instant improvement, lowest risk
-2. **Color palette cleanup** — remove clashing or oversaturated colors
-3. **Hover and active states** — makes the interface feel alive
-4. **Layout and spacing** — proper grid, max-width, consistent padding
-5. **Replace generic components** — swap cliche patterns for modern alternatives
-6. **Add loading, empty, and error states** — makes it feel finished
-7. **Polish typography scale and spacing** — the premium final touch
-
-## Rules
-
-- Work with the existing tech stack. Do not migrate frameworks or styling libraries.
-- Do not break existing functionality. Test after every change.
-- Before importing any new library, check the project's dependency file first.
-- If the project uses Tailwind, check the version (v3 vs v4) before modifying config.
-- If the project has no framework, use vanilla CSS.
-- Keep changes reviewable and focused. Small, targeted improvements over big rewrites.

.claude/skills/agent-browser

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

.gitignore

@@ -8,6 +8,8 @@ pom.xml.asc
 *.class
 /.lein-*
 /.nrepl-port
+nrepl-port
+.http-port
 resources/public/js/compiled
 *.log   
 examples/
@@ -49,3 +51,6 @@ sysco-poller/**/*.csv
 .tmp/**
 playwright-report/**
 test-results/**
+# Scratch dir for temp files (screenshots, logs, etc.); keep the dir, ignore contents
+/tmp/*
+!/tmp/.gitkeep

.opencode/opencode.json

@@ -0,0 +1,8 @@
+{
+  "$schema": "https://opencode.ai/config.json",
+  "permission": {
+    "edit": {
+      "src/*": "deny"
+    }
+  }
+}

AGENTS.md

@@ -1,5 +1,9 @@
 # Integreat Development Guide
 
+## Temporary Files
+
+Write any temporary files (screenshots, scratch logs, generated artifacts, etc.) to the `./tmp/` directory at the repo root. Its contents are gitignored (only `.gitkeep` is tracked), so nothing there will be accidentally committed. Do not scatter temp files elsewhere in the repo or in the system `/tmp`.
+
 ## Build & Run Commands
 
 ### Build
@@ -34,6 +38,14 @@ INTEGREAT_JOB="" lein run  # Default: port 3000
 PORT=3449 lein run
 ```
 
+If you want to start the server, you should run `lein mcp-repl` which will output a nrepl-server port file and http-server port file.
+
+## Browser Automation
+
+When using the **agent-browser** skill for testing or automation:
+- Navigate to `/dev-login` to simulate an admin user and fake a session
+- Do not open directly to a specific page unless explicitly instructed to; instead, start on the dashboard and navigate from there
+
 ## Test Execution
 prefer using clojure-eval skill
 

CLAUDE.md

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

config/core.clj

@@ -0,0 +1,106 @@
+(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))))

docs/ideation/2026-06-01-manual-transaction-import-ssr-ideation.md

@@ -0,0 +1,176 @@
+---
+date: 2026-06-01
+topic: manual-transaction-import-ssr
+focus: Port the master-branch "manual import transactions" feature to the SSR/alpine/htmx stack, modeled on the SSR ledger import, preserving all validations, starting from a failing e2e test, with minimal core-component change.
+mode: repo-grounded
+---
+
+# Ideation: Porting Manual Bank-Transaction Import to SSR
+
+## Grounding Context (Codebase)
+
+Three reference points were read in full:
+
+**1. The master feature (what we must reproduce).**
+- UI: `src/cljs/auto_ap/views/pages/transactions/manual.cljs` — a re-frame modal titled "Import Transactions" with a single `<textarea>` ("Yodlee manual import table"). User pastes tab-separated Yodlee data, clicks "Import". POSTs `(:data)` as EDN to `/api/transactions/batch-upload`.
+- Route/handler: `src/clj/auto_ap/routes/invoices.clj:241` `batch-upload-transactions` → `assert-admin`, then `manual/import-batch (manual/tabulate-data data)`.
+- Parsing: `src/clj/auto_ap/import/manual.clj` — `tabulate-data` reads CSV with `\tab` separator, drops the header row, and maps **fixed positional columns**: `[:status :raw-date :description-original :high-level-category nil nil :amount nil nil nil nil nil :bank-account-code :client-code]`.
+- Per-row mapping/validation: `manual->transaction` uses `import.manual.common/assoc-or-error` to accumulate errors for: **client lookup** (by bank-account-code → client), **bank-account lookup** (by code), **date parse** (`parse-date`, requires `MM/dd/yyyy`), **amount parse** (`parse-amount`).
+- Engine: `import.manual/import-batch` builds lookups, calls `t/start-import-batch :import-source/manual`, applies `t/apply-synthetic-ids` (dedupe key), imports only rows with no `:errors`, returns stats `{:import-batch/imported ... :failed-validation N :sample-error "..."}`.
+- Deeper validations live in `src/clj/auto_ap/import/transactions.clj` `categorize-transaction`: status must be `"POSTED"`, transaction date must be after `bank-account/start-date` and after `client/locked-until`, duplicate detection via `:transaction/id` (extant cache), missing client/bank-account/id → `:error`, plus suppression. Synthetic-id (`apply-synthetic-ids`/`synthetic-key`) gives idempotent re-import.
+
+**2. The SSR ledger import (the pattern to emulate).**
+- `src/clj/auto_ap/ssr/ledger.clj` implements a **dedicated two-stage page**, not a modal:
+  - `external-import-text-form*` (~L246): alpine `x-data {clipboard}`, a hidden `text-area` bound `x-model`, an `hx-post` to `::route/external-import-parse` triggered on a `"pasted"` event; a "Load from clipboard" button reads `navigator.clipboard`.
+  - `external-import-parse` (~L373): re-renders `external-import-form*` with `:just-parsed? true`.
+  - `external-import-table-form*` (~L117): renders parsed rows into an **editable** `com/data-grid-card` — each cell is a `fc/with-field` text/money input (form-cursor round-trips values + errors); per-row error/warning badge with tooltip; "Import" `hx-post`s to `::route/external-import-import`.
+  - Validation: malli `parse-form-schema` (~L341) with `:decode/string tsv->import-data` + `:decode/arbitrary` (vector→map) enforces shape (min-length, `clj-date-schema`, `money`, location max 2). Business validation in `add-errors`/`table->entries` (~L380–504) accumulates `[message status]` pairs (`:error`/`:warn`) at entry and line-item level; `flatten-errors` maps them to form-cursor field paths `[[:table idx] message status]`.
+  - `import-ledger` (~L554): splits good/ignored(warn-only)/bad entries; `throw+` `:field-validation` with `:form-errors` if any bad; upserts hidden vendors; retracts+re-inserts good entries (idempotent via `:journal-entry/external-id`); touches solr; returns `{:successful :ignored :form-errors}`. `external-import-import` wraps it in an `html-response` with an `hx-trigger` notification.
+
+**3. THE KEY DISCOVERY — scaffolding already exists, handlers do not.**
+- `src/cljc/auto_ap/routes/transactions.cljc` **already declares** the route names, mirroring ledger exactly:
+  ```
+  "/external-new" ::external-page
+  "/external-import-new" {"" ::external-import-page
+                          "/parse"  ::external-import-parse
+                          "/import" ::external-import-import}
+  ```
+- But `src/clj/auto_ap/ssr/transaction.clj` `key->handler` (L101) wires **only** `page/table/csv/bank-account-filter/bulk-delete` (+ `edit/` + `bulk-code/`). **No handler exists for any `external-import-*` route.** The aside nav (`ssr/components/aside.clj`) wires the *ledger* import nav (`::ledger-routes/external-import-page`) but there is no transaction-import nav entry. So the routes are declared dead ends; the gap is handlers + UI + validation + nav + tests.
+
+**Test conventions.** `test/clj/auto_ap/ssr/ledger_test.clj` is the template: pure-fn tests (`tsv->import-data`, `trim-header`, `line->id`, `flatten-errors`), validation tests (`add-errors` per error type), tx-building tests (`entry->tx`), and end-to-end import tests (`import-ledger` against Datomic via `wrap-setup` + `setup-test-data` + `admin-token`). `test/clj/auto_ap/test-server.clj` is a Playwright/browser e2e harness with `wrap-test-auth` and seeded `setup-test-data`. Existing engine unit tests: `test/clj/auto_ap/import/transactions_test.clj` already covers `categorize-transaction`.
+
+## Topic Axes
+
+- **Input/paste fidelity** — keeping the exact Yodlee positional-column paste payload (req #1)
+- **UI flow & surface** — modal vs. dedicated two-stage paste→review→import page (req #2)
+- **Validation architecture** — where shape vs. business rules live, and how errors surface (req #3)
+- **Core/backend reuse** — how much of `import.transactions` / `import.manual` is reused vs. reimplemented (req #5)
+- **Test strategy** — failing-first e2e, then unit coverage (req #4)
+
+## The Central Design Fork
+
+Requirements #1 ("paste the exact same content") and #2 ("follow ledger patterns") pull in slightly different directions, but resolve cleanly:
+
+- **Input format stays identical** — the user still copies the same Yodlee table and pastes the same tab-separated positional columns. We reuse `manual/columns` + `manual/tabulate-data` for the *paste shape*; we do **not** switch to ledger's named-header columns.
+- **Everything downstream follows ledger** — dedicated page, clipboard paste, editable review grid, per-row error/warning badges, re-validate loop, notification on import.
+
+The one decision genuinely worth the user's input is **how much of the ledger UX to adopt**: the full editable review grid (idea #5, higher value, more work) vs. a lighter paste→validate→summary page closer to master (still SSR, less scope). Both are presented below as ranked survivors; this is the seed question for brainstorming.
+
+## Ranked Ideas
+
+### 1. Wire the pre-scaffolded routes into a dedicated two-stage SSR import page
+**Description:** Implement `external-import-page` / `external-import-parse` / `external-import-import` handlers in a new `src/clj/auto_ap/ssr/transaction/import.clj`, add them to `ssr/transaction.clj` `key->handler` (with the same middleware stack: `wrap-must {:activity :view :subject :transaction}`, `wrap-client-redirect-unauthenticated`, etc.), and add a transaction "Import" nav entry in `aside.clj` parallel to the ledger one. The page structure mirrors `ledger/external-import-page`: breadcrumb → clipboard script → paste form → review table.
+**Axis:** UI flow & surface
+**Basis:** `direct:` `routes/transactions.cljc` already declares `::external-import-page/parse/import` but `ssr/transaction.clj:101 key->handler` wires none of them; `ssr/ledger.clj:686 key->handler` shows the exact wiring shape to copy.
+**Rationale:** The routing contract already exists and is unused — the cheapest, lowest-risk foundation, and it's what makes req #2 ("like the ledger import") literally true at the routing/page level.
+**Downsides:** Adds a new namespace; needs a nav entry and middleware parity to avoid auth gaps.
+**Confidence:** 95%
+**Complexity:** Low
+**Status:** Unexplored
+
+### 2. Preserve the exact Yodlee positional paste format (req #1)
+**Description:** Reuse `import.manual/columns` + `tabulate-data` (or a malli `:decode/string` wrapper around them) for parsing the pasted TSV, instead of ledger's named-header `tsv->import-data`. Keep the same column positions (`:status :raw-date :description-original ... :amount ... :bank-account-code :client-code`) so users paste identical content.
+**Axis:** Input/paste fidelity
+**Basis:** `direct:` Requirement #1 ("Paste the exact same type of content as was in the master branch version") + `import/manual.clj:10` fixed `columns` vector; the master textarea label is literally "Yodlee manual import table".
+**Rationale:** Users' upstream copy/paste habit (and the Yodlee export shape) is the contract that must not break; the ledger named-header approach would silently change what content is valid.
+**Downsides:** Positional columns are brittle if Yodlee changes column order — but that's already the status quo, not a regression.
+**Confidence:** 90%
+**Complexity:** Low
+**Status:** Unexplored
+
+### 3. Reuse the `import.transactions` engine as the backend (req #5)
+**Description:** The import handler maps parsed rows → `:transaction/*` maps via the existing `manual->transaction` shape, then drives `import.transactions/start-import-batch :import-source/manual` + `import-transaction!` + `finish!` + `get-stats` — exactly as `import.manual/import-batch` does today. The SSR layer is presentation + pre-validation only; the categorization, rule-matching, payment/deposit clearing, synthetic-id dedupe, and audit-transact paths are untouched.
+**Axis:** Core/backend reuse
+**Basis:** `direct:` Requirement #5 ("Minimally, if at all, change any core components") + `import/manual.clj:32 import-batch` already encapsulates the whole engine call; `import/transactions.clj` is covered by `transactions_test.clj`.
+**Rationale:** This is the battle-tested core. Re-implementing it ledger-style would risk dropping validations (`categorize-transaction`) and duplicate a large, audited code path. Wrapping it keeps core change near zero.
+**Downsides:** `import-batch` returns summary stats, not per-row form-cursor errors — so the pre-validation layer (idea #4) must surface row errors *before* the engine runs.
+**Confidence:** 90%
+**Complexity:** Medium
+**Status:** Unexplored
+
+### 4. Two-tier validation: malli shape-parse + a transaction `add-errors` business layer
+**Description:** Mirror ledger's split. Tier 1: a malli `parse-form-schema` decodes the pasted TSV and coerces/validates *shape* (date parses as `MM/dd/yyyy`, amount parses, required fields present) — reusing `manual.common/parse-date`/`parse-amount` as `:decode`/predicate fns. Tier 2: a transaction-specific `add-errors`/`table->entries` adds *business* errors/warnings by reusing the predicates already encoded in `categorize-transaction`: client-not-found (`:error`), bank-account-not-found (`:error`), date before `bank-account/start-date` (`:warn`/`:not-ready`), client locked-until (`:warn`), status not `POSTED` (`:not-ready`), already-imported/extant (`:warn`). Errors are `[message status]` pairs surfaced via `flatten-errors` → form-cursor field paths.
+**Axis:** Validation architecture
+**Basis:** `direct:` Requirement #3 ("every validation maintained… but doesn't have to follow the same structure — make it like the ledger import"). Maps master validations (`manual.clj:23-30`, `transactions.clj:191-225 categorize-transaction`) onto ledger's `add-errors`/`flatten-errors` shape (`ledger.clj:380-519`).
+**Rationale:** Gives the ledger-style inline error UX while guaranteeing 1:1 validation parity — each master check becomes an explicit `add-errors` clause, which is also directly unit-testable (one test per error type, like `ledger_test/add-errors-test`).
+**Downsides:** Some checks (extant/duplicate, start-date, locked-until) need a DB read at validation time that master does lazily inside the engine — must decide whether to pre-check or let the engine's stats report them. Risk of double-validation drift if engine and pre-validator disagree.
+**Confidence:** 80%
+**Complexity:** High
+**Status:** Unexplored
+
+### 5. Editable review grid with per-row error/warning badges and a re-validate loop
+**Description:** After paste+parse, render rows into a `com/data-grid-card` where each field (date, amount, description, bank-account-code, client-code) is an editable `fc/with-field` input, with `com/validated-field` error display and a per-row alert badge+tooltip — exactly like `ledger/external-import-table-form*`. The user can fix a wrong client/bank-account code or date inline and re-submit; only clean rows import, warn-only rows are skipped, error rows block. A "Show table" toggle keeps the default view compact.
+**Axis:** UI flow & surface / validation surfacing
+**Basis:** `direct:` Requirement #2 ("follow slightly better design patterns, like how the ledger import works"). `ledger.clj:117-244` is the editable-grid implementation to copy; master has no inline correction at all (fire-and-forget modal + summary stats).
+**Rationale:** This is the concrete UX upgrade over master and the main reason to model on ledger — turning "paste, pray, read a stats blob" into "paste, see exactly which rows are wrong and why, fix them, import."
+**Downsides:** Highest-effort idea; form-cursor round-tripping of an editable grid is the trickiest part of the ledger code. If scope must shrink, a read-only review table + summary (lighter survivor) is the fallback.
+**Confidence:** 75%
+**Complexity:** High
+**Status:** Unexplored
+
+### 6. Preserve idempotent re-import via synthetic-id duplicate detection, surfaced as "already imported"
+**Description:** Keep `apply-synthetic-ids`/`synthetic-key` so re-pasting the same export is idempotent (the engine categorizes extant rows as `:extant` and skips them). Surface this in the review grid as a `:warn`-level "already imported" badge rather than silently dropping it, so the user understands why a row didn't import.
+**Axis:** Validation architecture
+**Basis:** `direct:` `import/transactions.clj:405-421 apply-synthetic-ids` + `categorize-transaction:192-225` extant handling. This is an existing master behavior that req #3 requires us to maintain.
+**Rationale:** Duplicate-safety is an easy validation to lose in a port; making it visible (vs. master's opaque stats) is a small, high-trust UX win that costs almost nothing on top of idea #5.
+**Downsides:** Requires a DB read of existing `:transaction/id`s at validation time (or reading it back from engine stats post-import).
+**Confidence:** 80%
+**Complexity:** Low
+**Status:** Unexplored
+
+### 7. Start with a failing Playwright e2e, then backfill ledger_test-style unit coverage (req #4)
+**Description:** First commit: a failing e2e (against `test-server`) that dev-logs in, navigates dashboard → transactions → Import, pastes a known-good Yodlee TSV into the paste box, asserts parsed rows render, clicks Import, and asserts the transactions appear / a "N imported" notification fires. It fails initially (no handler/nav). Then make it pass incrementally: route+page (idea #1) → parse (#2/#4 tier 1) → review grid (#5) → import via engine (#3) → business validation (#4 tier 2). Backstop with unit tests mirroring `ledger_test.clj`: `tabulate-data`/parse, each `add-errors` validation clause, and an end-to-end `import` test against Datomic. Reuse the existing `transactions_test.clj` `categorize-transaction` coverage as the validation-parity oracle.
+**Axis:** Test strategy
+**Basis:** `direct:` Requirement #4 ("Write detailed acceptance criteria, and start with a failing e2e test, making it pass over time"). `test-server.clj` already provides the browser harness + test auth; `ledger_test.clj` provides the unit-test template.
+**Rationale:** A red e2e pins down the acceptance contract before any handler exists and gives an unambiguous "done" signal; the unit layer locks in validation parity clause-by-clause so req #3 can't silently regress.
+**Downsides:** e2e clipboard paste may need a direct `type`-into-textarea path (or a test seam) since `navigator.clipboard.read()` is awkward to drive headless — plan a paste fallback the test can use.
+**Confidence:** 85%
+**Complexity:** Medium
+**Status:** Unexplored
+
+## Draft Acceptance Criteria (seed for brainstorm/plan, per req #4)
+
+**Routing & access**
+- [ ] `GET /transactions/external-import-new` renders an import page (admin-gated, same middleware as other transaction routes); 401/redirect for unauthenticated.
+- [ ] A "Import" nav entry appears under the transactions section, active on the import route.
+
+**Paste & parse (req #1)**
+- [ ] Pasting the exact master Yodlee TSV (same positional columns) parses into the same field set as `manual/tabulate-data`.
+- [ ] Header row is dropped; blank rows ignored.
+- [ ] `POST …/parse` re-renders the page with a "N rows found" banner and the review table.
+
+**Validation parity (req #3)** — each must produce a visible, row-attributed message:
+- [ ] Client not found for bank-account-code → error.
+- [ ] Bank account not found by code → error.
+- [ ] Date not `MM/dd/yyyy` / unparseable → error.
+- [ ] Amount unparseable → error.
+- [ ] Status ≠ `POSTED` → not-imported (warn/not-ready).
+- [ ] Date before `bank-account/start-date` → not-imported (not-ready).
+- [ ] Date on/before `client/locked-until` → not-imported (not-ready).
+- [ ] Already-imported (synthetic-id extant) row → skipped, surfaced as warn.
+- [ ] Missing client / bank-account / id → error.
+
+**Import (req #5, minimal core change)**
+- [ ] `POST …/import` runs the existing `import.transactions` engine via the `:import-source/manual` batch path; no change to `categorize-transaction`/`import-transaction!`/`apply-synthetic-ids`.
+- [ ] Only clean rows import; warn-only rows skipped; any error blocks (or imports clean rows + reports errors — match master's "import valid, report failed-validation").
+- [ ] Success notification reports counts (imported / skipped / errors), mirroring master's stats.
+- [ ] Re-importing the same paste is idempotent (no duplicates).
+
+**Tests (req #4)**
+- [ ] A Playwright e2e covering paste → review → import → assert, committed red first, green at the end.
+- [ ] Unit tests per validation clause + a Datomic-backed end-to-end import test, modeled on `ledger_test.clj`.
+
+## Failing-First e2e: concrete starting point
+
+Add `test/clj/auto_ap/ssr/transaction/import_test.clj` (unit) and a Playwright spec driven through `test-server`. The e2e is the first artifact and is expected to fail because no `external-import` handler is wired in `ssr/transaction.clj`. Make it green by walking ideas #1 → #2 → #5 → #3 → #4 in that order; the unit suite grows alongside #4.
+
+## Rejection Summary
+
+| # | Idea | Reason Rejected |
+|---|------|-----------------|
+| 1 | Switch paste format to ledger's named-header columns | Violates req #1 — users paste the exact Yodlee positional export; changing valid input is a silent regression |
+| 2 | Keep it a re-frame/CLJS modal | Branch eliminated the CLJS app; contradicts the whole port. (An SSR htmx *modal* was considered but rejected vs. the dedicated page — ledger uses a page and the editable review grid needs the room) |
+| 3 | Reimplement validation entirely ledger-style, ignoring `import.transactions` | Duplicates audited `categorize-transaction` logic, risks dropping validations (req #3), and churns core (violates req #5) |
+| 4 | Async/streaming import for large pastes | Scope overrun — master is synchronous; YAGNI for the manual paste workflow |
+| 5 | Add CSV file-upload alongside paste | Scope overrun — not part of the master manual-import feature |
+| 6 | Replace `import-batch` stats with a bespoke result type | Unnecessary core change; the existing stats map already carries imported/failed/sample-error |

docs/plans/2026-06-01-001-feat-manual-transaction-import-ssr-plan.md

@@ -0,0 +1,275 @@
+---
+date: 2026-06-01
+type: feat
+status: active
+plan_id: 2026-06-01-001
+title: "feat: Port manual bank-transaction import to SSR (alpine/htmx)"
+depth: standard
+origin: docs/ideation/2026-06-01-manual-transaction-import-ssr-ideation.md
+---
+
+# feat: Port Manual Bank-Transaction Import to SSR
+
+## Summary
+
+Port the master-branch "manual import transactions" feature into the SSR/alpinejs/htmx stack by implementing the `external-import` handlers that `src/cljc/auto_ap/routes/transactions.cljc` already declares but that no handler currently serves. The feature is a dedicated two-stage page — paste the same Yodlee positional-column TSV → an editable review grid with per-row error/warning badges → import — modeled directly on the SSR ledger import (`src/clj/auto_ap/ssr/ledger.clj`). Validation follows the ledger's `add-errors` shape but preserves every master validation, and the actual write reuses the existing `auto-ap.import.transactions` engine unchanged.
+
+---
+
+## Problem Frame
+
+On `master`, admins import bank transactions by pasting a tab-separated Yodlee export into a re-frame modal (`src/cljs/auto_ap/views/pages/transactions/manual.cljs`) that POSTs EDN to `/api/transactions/batch-upload`. This branch removed the ClojureScript React app and re-implemented the transactions surface server-side, but the manual-import feature was never ported — so admins on this branch cannot manually import transactions at all.
+
+The route names are already scaffolded (`::external-page`, `::external-import-page`, `::external-import-parse`, `::external-import-import` in `routes/transactions.cljc`) but `src/clj/auto_ap/ssr/transaction.clj` wires no handlers for them — they are declared dead ends. The work is to fill that gap with handlers + UI + validation + nav + tests, mirroring the already-shipped ledger import.
+
+---
+
+## Scope Boundaries
+
+**In scope**
+- A dedicated SSR import page at `/transaction2/external-import-new` (+ `/parse`, `/import` sub-routes), admin-gated with the same middleware posture as other transaction routes and the ledger import.
+- Reuse of the exact Yodlee positional-column paste format (no named-header columns).
+- An editable review grid with inline per-field editing and per-row error/warning badges (ledger-style, form-cursor driven).
+- Two-tier validation preserving every master validation, with the agreed severity split.
+- Import via the existing `auto-ap.import.transactions` engine, block-whole-batch on hard errors.
+- A transactions-section "Import" nav entry and an import-result notification.
+- A Playwright e2e (committed failing first) plus unit/integration tests modeled on `test/clj/auto_ap/ssr/ledger_test.clj`.
+
+### Deferred to Follow-Up Work
+- CSV file upload as an alternative to paste.
+- Asynchronous/streaming import for very large pastes.
+- Any change to `categorize-transaction` or engine internals.
+
+**Outside this change**
+- Named-header column format (rejected — would silently change valid input).
+- A bespoke import-result type replacing the engine's stats map.
+
+---
+
+## Key Technical Decisions
+
+1. **Full editable review grid, block-whole-batch on hard error** (from brainstorm). Any remaining hard error blocks the entire import (ledger behavior: `throw+ {:type :field-validation ...}`, re-render the grid with errors highlighted); warn-level rows skip just that row and the rest import. Rationale: with an editable grid, the user can fix fixable problems inline, so "nothing imports until clean-or-skippable" is the coherent contract.
+
+2. **Severity split between fixable errors and inherent warnings.**
+   - **Hard errors (block, must fix inline):** unparseable/invalid date (must match `MM/dd/yyyy`), unparseable amount, unknown client code (no client for the bank-account-code), unknown bank-account code, missing required fields.
+   - **Warnings (skip that row, import the rest):** status ≠ `"POSTED"`, transaction date before `bank-account/start-date`, date on/before `client/locked-until`, already-imported (synthetic-id `extant`).
+   Rationale: fixable problems are correctable by editing a cell; inherent skip-conditions are facts about the data/account that editing cannot change, so they should not block the batch — this also reproduces master's "import valid, report the rest" outcome for those rows.
+
+3. **Reuse the exact Yodlee positional paste format** (req #1). Parse with the master positional `columns` mapping (`auto-ap.import.manual/columns` + `tabulate-data` shape), not ledger's named-header `tsv->import-data`. Rationale: admins paste an unchanged Yodlee export; changing valid input is a silent regression.
+
+4. **Reuse the `import.transactions` engine unchanged** (req #5). The import handler maps reviewed rows → `:transaction/*` maps (the `auto-ap.import.manual/manual->transaction` shape) and drives `start-import-batch :import-source/manual` → `import-transaction!` → `finish!` → `get-stats`, with `apply-synthetic-ids` for dedupe — exactly as `auto-ap.import.manual/import-batch` does today. The SSR layer is presentation + pre-validation only.
+
+5. **Preview/engine parity via shared predicates** (the key design tension). The warn-level conditions shown in the grid before import (`not-ready` from start-date/locked-until, `extant`/already-imported, non-`POSTED`) and the engine's write-time `categorize-transaction` decisions must not drift. Decision: the pre-validation layer computes warn conditions by calling the **same** predicate functions the engine uses (`auto-ap.import.transactions/categorize-transaction` and its inputs — `get-existing` for extant, the bank-account `start-date`/`locked-until` checks), rather than re-deriving parallel logic. The grid is advisory display; the engine remains authoritative at write time, and because both read the same functions they agree. Hard-error (fixable) validations have no engine equivalent and live only in the pre-validation layer / malli schema.
+
+6. **Testable paste path.** The ledger import populates a hidden textarea from `navigator.clipboard` via an alpine `@click`/`paste` handler, which is awkward to drive in headless Playwright. Decision: keep the "Load from clipboard" affordance, but ensure the paste textarea is fillable and that a `pasted`/`change` trigger fires the parse `hx-post`, so the e2e can set the value and dispatch the event without the clipboard API. (Implementation detail of how the trigger is wired is deferred to execution.)
+
+---
+
+## High-Level Technical Design
+
+Two-stage flow mirroring `ssr/ledger.clj`, on the transactions surface:
+
+```
+GET  /transaction2/external-import-new          -> external-import-page      (paste form + empty review area)
+POST /transaction2/external-import-new/parse     -> external-import-parse      (decode TSV -> validate -> render editable grid)
+POST /transaction2/external-import-new/import    -> external-import-import     (re-validate -> if any hard error: re-render grid (blocked);
+                                                                                else run import.transactions engine on clean rows,
+                                                                                skip warn rows, return notification with stats)
+```
+
+*This illustrates the intended approach and is directional guidance for review, not implementation specification. The implementing agent should treat it as context, not code to reproduce.*
+
+Validation is two-tier:
+- **Tier 1 (shape, hard errors):** a malli parse-form-schema decodes the pasted TSV positionally (reusing the master column order) and coerces/flags shape problems — date parses as `MM/dd/yyyy`, amount parses, required fields present.
+- **Tier 2 (business):** a transaction `add-errors`/`table->entries` pass attaches `[message status]` pairs (`:error` / `:warn`) per row, with the hard/warn split from Decision 2, computing warn conditions from the shared engine predicates (Decision 5). `flatten-errors` maps them onto form-cursor field paths for the editable grid.
+
+---
+
+## Implementation Units
+
+Build order is **failing-e2e-first** (req #4): U1 lands the red acceptance test, then U2–U7 turn it green incrementally. Each feature-bearing unit also grows the unit-test suite in `test/clj/auto_ap/ssr/transaction/import_test.clj`.
+
+### U1. Failing e2e acceptance test + deterministic import seed
+
+**Goal:** Commit the end-to-end acceptance test (expected to fail) that defines "done", plus the deterministic test fixture it needs.
+**Requirements:** req #4; advances acceptance criteria AC-1, AC-2, AC-9, AC-10.
+**Dependencies:** none.
+**Files:**
+- `e2e/transaction-import.spec.ts` (new)
+- `test/clj/auto_ap/test_server.clj` (modify `seed-test-data` to give the seeded bank account a **fixed** `:bank-account/code`, e.g. `"TEST-CHK"`, since `test-bank-account` otherwise assigns a random code)
+**Approach:** Mirror `e2e/transaction-navigation.spec.ts` conventions (`x-clients: "mine"` header, `page.goto`, locators). The spec navigates to `/transaction2/external-import-new`, fills the paste box with a known-good Yodlee TSV whose bank-account-code/client-code match the seed (`TEST` client, `TEST-CHK` bank account), triggers parse, asserts parsed rows render in the review grid, clicks Import, and asserts a success notification with an imported count and that the imported transaction is visible on `/transaction2`. Include a second scenario pasting a row with an unknown client code and asserting a blocking error badge + that nothing imports. Drive paste by filling the textarea and dispatching the parse trigger (Decision 6), not the clipboard API.
+**Patterns to follow:** `e2e/transaction-navigation.spec.ts`, `e2e/bulk-code-transactions.spec.ts`; seed shape in `test/clj/auto_ap/test_server.clj` `seed-test-data`.
+**Test scenarios:**
+- Covers AE/AC-1, AC-2: paste valid TSV → rows render → import → "N imported" notification → transaction appears on the list page.
+- Covers AC-9: paste TSV with an unknown client code → row shows a blocking error badge, Import is blocked, no transaction created.
+- Edge: empty paste → no rows / friendly empty state (assert no crash).
+**Verification:** `npx playwright test e2e/transaction-import.spec.ts` runs and **fails** at this unit (no handler yet); the seed change does not break existing e2e specs (`npx playwright test` green except the new file).
+**Execution note:** Start red. This is the acceptance contract; do not weaken it to pass — make U2–U7 satisfy it.
+
+### U2. Wire routes and render the import page shell
+
+**Goal:** Make `/transaction2/external-import-new` serve a real page with the correct admin middleware; wire `parse`/`import` routes to placeholder handlers.
+**Requirements:** AC-1, AC-12 (auth); req #2.
+**Dependencies:** U1.
+**Files:**
+- `src/clj/auto_ap/ssr/transaction/import.clj` (new — namespace for the import handlers)
+- `src/clj/auto_ap/ssr/transaction.clj` (merge the new `key->handler` entries into the existing map at the `key->handler` def)
+**Approach:** Create `external-import-page` returning a `base-page` + `com/page` with breadcrumb ("Transactions" → "Import"), the clipboard helper script, and a forms container (initially just the paste form placeholder). Wire `::route/external-import-page`, `::route/external-import-parse`, `::route/external-import-import` into the transaction `key->handler` with the same middleware chain ledger uses for its import routes (`wrap-schema-enforce`/`wrap-form-4xx-2`/`wrap-schema-decode`/`wrap-nested-form-params` on parse/import) under the transaction page middleware (`wrap-must {:activity :import :subject :transaction}` analogous to ledger's `:subject :ledger`, `wrap-client-redirect-unauthenticated`). Confirm the correct `:activity`/`:subject` against the permissions model.
+**Patterns to follow:** `src/clj/auto_ap/ssr/ledger.clj` `external-import-page` and `key->handler` (~lines 276–318, 686–718); `src/clj/auto_ap/ssr/transaction.clj` existing `key->handler` (~line 101).
+**Test scenarios:**
+- Happy path: `GET` the page as admin → 200, renders the paste form container.
+- Error/auth: unauthenticated request → redirect/401 per `wrap-client-redirect-unauthenticated`.
+**Verification:** Page loads at the route in the running app and in `test_server`; the e2e gets past navigation (still fails later in the flow).
+
+### U3. Paste + parse using the master positional column format
+
+**Goal:** Parse the pasted Yodlee TSV (exact master columns) into rows and render them; wire the paste form's `pasted`-triggered `hx-post` to the parse handler.
+**Requirements:** req #1, req #2; AC-1, AC-3, AC-4.
+**Dependencies:** U2.
+**Files:**
+- `src/clj/auto_ap/ssr/transaction/import.clj` (add `external-import-text-form*`, `external-import-parse`, the parse malli schema, and a positional `tsv->rows` decode)
+- `test/clj/auto_ap/ssr/transaction/import_test.clj` (new)
+**Approach:** Reuse the master column order from `auto-ap.import.manual/columns` and `tabulate-data` (CSV read with `\tab`, drop header) to map positional columns. Define a malli `parse-form-schema` (ledger-style) whose `:table` field uses a `:decode/string` that runs the positional parse and a per-row `:decode/arbitrary` to build row maps; encode Tier-1 shape constraints (date `MM/dd/yyyy`, amount parses, required fields) reusing `auto-ap.import.manual.common/parse-date`/`parse-amount` semantics. `external-import-parse` re-renders the forms fragment with `:just-parsed? true`. Keep the paste textarea fillable and fire the parse trigger on a `pasted`/`change` event (Decision 6).
+**Patterns to follow:** `ssr/ledger.clj` `external-import-text-form*`, `external-import-parse`, `tsv->import-data`, `parse-form-schema` (~lines 246–375); `import/manual.clj` `columns`/`tabulate-data`; `import/manual/common.clj` `parse-date`/`parse-amount`.
+**Test scenarios:**
+- Happy path: a known Yodlee TSV string decodes to the expected row count with the expected field keys/values (positional mapping correct).
+- Header handling: first row dropped; blank rows ignored.
+- Edge: amount with currency formatting parses; amount unparseable flagged at Tier 1.
+- Edge: date not `MM/dd/yyyy` flagged at Tier 1; valid date parses.
+- Covers AC-3: pasting the exact master column layout yields the same field set master's `tabulate-data` produced.
+**Verification:** After paste, the parsed rows render (read-only at this unit is acceptable); parse unit tests green.
+
+### U4. Editable review grid with per-row error/warning badges
+
+**Goal:** Render parsed rows into an editable `data-grid` where each field is editable and per-row error/warning badges show, with a "Show table" toggle and an Import button.
+**Requirements:** req #2; AC-5, AC-6.
+**Dependencies:** U3.
+**Files:**
+- `src/clj/auto_ap/ssr/transaction/import.clj` (add `external-import-table-form*`, `external-import-form*`)
+**Approach:** Mirror `ledger/external-import-table-form*` using form-cursor (`fc/start-form`, `fc/with-field`, `fc/cursor-map`, `fc/field-value`/`field-name`/`field-errors`) and `com/data-grid-card` / `com/validated-field` / `com/text-input` / `com/money-input`. Columns reflect the transaction row shape (date, description, amount, bank-account-code, client-code, status). Per-row badge summarizes that row's error/warn state with a tooltip listing messages (red for `:error`, yellow for `:warn`). A parsed-summary banner shows row count + error/warning pill counts. Values round-trip on re-submit so inline edits persist.
+**Patterns to follow:** `ssr/ledger.clj` `external-import-table-form*` and `external-import-form*` (~lines 117–274).
+**Test scenarios:**
+- Test expectation: none for pure rendering structure beyond what U5 exercises — but include: rows with no errors render without a badge; rows with errors render a red badge; rows with only warnings render a yellow badge (assert via the rendered hiccup/markup in a handler-level test once U5 attaches errors).
+**Verification:** Parsed grid is visibly editable; badges appear once U5 attaches errors; e2e can see rows.
+
+### U5. Two-tier validation preserving every master validation
+
+**Goal:** Attach hard-error and warning statuses to rows per the severity split, reusing the engine's predicates for the warn conditions so the preview matches the engine.
+**Requirements:** req #3, req #5 (Decision 5); AC-7, AC-8, AC-9.
+**Dependencies:** U3 (Tier 1 shape errors), U4 (badges to display them).
+**Files:**
+- `src/clj/auto_ap/ssr/transaction/import.clj` (add `add-errors`, `table->entries`, `flatten-errors`, `entry-error-types` analogues)
+- `test/clj/auto_ap/ssr/transaction/import_test.clj` (extend)
+**Approach:** Build a transaction `add-errors` that, given lookups (client-by-bank-account-code, bank-account-by-code, bank-account `start-date`/`locked-until`, existing transaction ids), assigns:
+- **Hard errors:** unknown client code, unknown bank-account code, missing required fields. (Tier-1 date/amount errors already present from U3.)
+- **Warnings:** status ≠ `POSTED`; date before `bank-account/start-date`; date on/before `client/locked-until`; already-imported (synthetic-id present in existing ids).
+Compute the warn conditions by calling the same functions the engine uses — `auto-ap.import.transactions/categorize-transaction` (and its inputs `get-existing`, the `apply-synthetic-ids` key) — rather than parallel logic (Decision 5). `flatten-errors` maps `[message status]` onto form-cursor field paths so badges render against the right rows. Map every master validation explicitly (see `import/manual.clj manual->transaction` and `import/transactions.clj categorize-transaction`).
+**Patterns to follow:** `ssr/ledger.clj` `add-errors`/`table->entries`/`flatten-errors`/`entry-error-types` (~lines 380–523); `import/transactions.clj` `categorize-transaction`/`get-existing`/`apply-synthetic-ids`.
+**Test scenarios (one per validation, modeled on `ledger_test/add-errors-test`):**
+- Hard error: unknown client code → `:error` with a clear message.
+- Hard error: unknown bank-account code → `:error`.
+- Hard error: missing required field → `:error`.
+- (Tier 1) invalid date / unparseable amount → `:error`.
+- Warning: status ≠ `POSTED` → `:warn`, row skipped.
+- Warning: date before `bank-account/start-date` → `:warn`.
+- Warning: date on/before `client/locked-until` → `:warn`.
+- Warning: already-imported (extant synthetic id) → `:warn`.
+- Parity: a row the grid marks clean is categorized `:import` by `categorize-transaction`; a row marked warn-skip is categorized to the matching non-`:import` action (assert grid preview agrees with engine).
+- Pass-through: a fully valid row has no errors/warnings.
+**Verification:** Validation unit tests green; badges reflect the correct severities in the grid.
+
+### U6. Import via the existing engine, block-on-error, with notification
+
+**Goal:** Implement `external-import-import`: block the whole batch if any hard error remains; otherwise run the `import.transactions` engine on clean rows (skipping warn rows) and return a result notification.
+**Requirements:** req #5, Decisions 1 & 4; AC-2, AC-9, AC-10, AC-11.
+**Dependencies:** U5.
+**Files:**
+- `src/clj/auto_ap/ssr/transaction/import.clj` (add `rows->transactions`, `import-transactions`, `external-import-import`)
+**Approach:** Re-validate submitted (possibly edited) rows via U5. If any `:error` rows remain, `throw+ {:type :field-validation :form-errors ... :form-params ...}` and re-render the grid with errors (the `wrap-form-4xx-2` middleware handles re-render) — nothing imports. Otherwise map clean rows → `:transaction/*` maps using the `auto-ap.import.manual/manual->transaction` shape, apply `apply-synthetic-ids`, then drive `start-import-batch :import-source/manual` → `import-transaction!` (per row) → `finish!` → `get-stats`. Warn-only rows are excluded from the engine input (skipped). Return `html-response` re-rendering the form with an `hx-trigger` notification reporting counts from the engine stats (imported / skipped / not-ready / extant), mirroring master's stats surface.
+**Patterns to follow:** `ssr/ledger.clj` `import-ledger` + `external-import-import` (~lines 554–684); `import/manual.clj` `import-batch` (engine driving); `import/manual.clj` `manual->transaction`.
+**Test scenarios (modeled on `ledger_test` `import-ledger-*` tests, against Datomic via `wrap-setup`/`setup-test-data`/`admin-token`):**
+- Happy path: all-clean batch → engine imports all rows; stats report the imported count; transactions exist in the DB afterward.
+- Block-on-error: a batch with one hard-error row → throws `:field-validation`; **no** transactions are created (assert DB unchanged).
+- Warning skip: a batch with one warn-only row (e.g., non-`POSTED`) and clean rows → clean rows import, warn row skipped, stats reflect the skip.
+- Idempotency: importing the same paste twice → second run imports 0 new (extant/synthetic-id dedupe); no duplicates.
+- Integration: imported transaction carries `:import-source/manual` and is categorized/coded by the engine as it would be for any import (engine unchanged).
+**Verification:** Import unit/integration tests green; the e2e's import step succeeds and the transaction appears on the list page.
+
+### U7. Transactions "Import" nav entry + final polish
+
+**Goal:** Add an "Import" entry to the transactions section nav (parallel to the ledger import nav) and finish the parsed-summary banner / notification copy.
+**Requirements:** req #2; AC-1, AC-11.
+**Dependencies:** U2 (route exists), U6 (notification exists).
+**Files:**
+- `src/clj/auto_ap/ssr/components/aside.clj` (add a transactions "Import" nav button + mark active on `::transaction-routes/external-import-page`)
+**Approach:** Mirror the ledger import nav entry in `aside.clj` — add a sub-menu button under the transactions section linking to `::transaction-routes/external-import-page`, active-highlighted on that matched route. Confirm the banner shows row counts + error/warning pills (from U4) and the success notification copy matches the engine stats.
+**Patterns to follow:** `ssr/components/aside.clj` ledger import nav (~lines 360–366) and the transactions sub-menu (~lines 285–298).
+**Test scenarios:**
+- Test expectation: none (navigation markup) — covered indirectly by the e2e navigating via the nav link; optionally assert the nav button renders with the correct href on the import route.
+**Verification:** Full `e2e/transaction-import.spec.ts` passes; nav link is present and active on the import page.
+
+---
+
+## Acceptance Criteria
+
+**Routing & access**
+- **AC-1.** `GET /transaction2/external-import-new` renders the import page for an admin; an "Import" nav entry under the transactions section links to it and is active there.
+- **AC-12.** Unauthenticated access redirects/401s per the standard transaction-route middleware.
+
+**Paste & parse (req #1)**
+- **AC-3.** Pasting the exact master Yodlee positional TSV parses into the same field set as `auto-ap.import.manual/tabulate-data`; the header row is dropped and blank rows ignored.
+- **AC-4.** `POST .../parse` re-renders the page with a "N rows found" banner and the review grid.
+
+**Review grid (req #2)**
+- **AC-5.** Parsed rows render in an editable grid; each field is editable and inline edits persist across re-submit.
+- **AC-6.** Each row shows an error badge (red) when it has a hard error, a warning badge (yellow) when it has only warnings, and no badge when clean; badges list messages on hover.
+
+**Validation parity (req #3)** — each produces a visible, row-attributed message:
+- **AC-7.** Hard errors block: client not found, bank account not found, date not `MM/dd/yyyy`, amount unparseable, missing required field.
+- **AC-8.** Warnings skip just that row: status ≠ `POSTED`, date before `bank-account/start-date`, date on/before `client/locked-until`, already-imported.
+- **AC-9.** With any remaining hard error, clicking Import blocks the whole batch (nothing imports) and re-renders the grid with errors highlighted.
+
+**Import (req #5)**
+- **AC-2.** `POST .../import` imports the clean rows via the existing `import.transactions` engine on the `:import-source/manual` batch path; the success notification reports counts (imported / skipped / not-ready / extant).
+- **AC-10.** Re-importing the same paste is idempotent — no duplicate transactions (synthetic-id dedupe preserved).
+- **AC-11.** `categorize-transaction` and the engine internals are unchanged by this work.
+
+**Tests (req #4)**
+- The Playwright e2e `e2e/transaction-import.spec.ts` exists, was committed failing first, and passes at the end.
+- Unit/integration tests in `test/clj/auto_ap/ssr/transaction/import_test.clj` cover each validation clause and the end-to-end import flow against Datomic.
+
+---
+
+## Test Strategy
+
+- **e2e (Playwright):** `e2e/transaction-import.spec.ts`, driven through `test/clj/auto_ap/test_server.clj` (real routes, injected test auth). Committed red in U1, green by U7.
+- **Unit/integration (clojure.test):** `test/clj/auto_ap/ssr/transaction/import_test.clj`, modeled on `test/clj/auto_ap/ssr/ledger_test.clj` — pure parse/format tests, one validation test per clause, and Datomic-backed import tests via `wrap-setup` / `setup-test-data` / `admin-token`. Run with `clj-nrepl-eval -p PORT "(clojure.test/run-tests 'auto-ap.ssr.transaction.import-test)"` per AGENTS.md (preferred over `lein test`).
+- **Validation-parity oracle:** existing `test/clj/auto_ap/import/transactions_test.clj` (`categorize-transaction`) backs Decision 5 — the warn-condition predicates the grid reuses are already under test.
+
+---
+
+## System-Wide Impact
+
+- **Editing discipline (AGENTS.md):** all Clojure edits go through the clojure-mcp editing tools (or `@clojure-author`), not raw file edits; use `clojure-eval`/`clj-nrepl-eval` to compile-check and run tests. Run `lein cljfmt fix` before committing; `clj-paren-repair` on any file that won't compile.
+- **Shared component reuse:** the feature composes existing `ssr/components` (`data-grid-card`, `validated-field`, `text-input`, `money-input`, `button`, `checkbox`, `errors`, `pill`, `form-errors`) and `ssr/form-cursor` — no core-component changes expected (req #5). If a component genuinely needs a new option, prefer an additive, backward-compatible change and flag it.
+- **Test fixture change:** giving the seeded bank account a deterministic `:bank-account/code` in `test_server.clj` could affect other e2e specs that assume the random code; U1 verifies the existing suite stays green.
+- **Permissions:** confirm the `wrap-must` `:activity`/`:subject` for the import routes matches the permission model (ledger uses `{:activity :import :subject :ledger}`); use the transaction equivalent.
+
+---
+
+## Risks & Mitigations
+
+- **Preview/engine drift (highest risk).** Mitigated by Decision 5 — share the engine's predicates for warn conditions; the parity test in U5 asserts the grid and `categorize-transaction` agree.
+- **Headless clipboard paste.** Mitigated by Decision 6 — fillable textarea + explicit parse trigger so the e2e never needs `navigator.clipboard`.
+- **form-cursor round-tripping of an editable grid** is the trickiest ledger mechanic to copy; mitigate by mirroring `external-import-table-form*` closely and testing edit-persist-on-resubmit early (U4).
+- **Positional column brittleness** is inherited from master (Yodlee column order); not a regression, and out of scope to fix here.
+
+---
+
+## Deferred Implementation Notes (execution-time unknowns)
+
+- Exact helper/function names in the new `import.clj` namespace.
+- The precise malli `:decode` wiring for positional parsing (reuse vs. thin wrapper around `tabulate-data`).
+- The exact `:activity`/`:subject` keyword for the import-route `wrap-must` (verify against the permissions model).
+- The seeded bank-account code value and whether any existing e2e needs adjustment after making it deterministic.
+- Final notification/banner copy.

docs/plans/2026-06-02-001-refactor-ssr-rendering-modernization-plan.md

@@ -0,0 +1,660 @@
+# SSR Form & Wizard Simplification — Migration Plan
+
+> **Status:** Planning / for execution by an agent or engineer.
+> **Owner:** Bryce
+> **Type:** Refactor (no user-facing behavior change; parity required).
+
+This plan describes a series of low-risk migrations that make the server-side
+rendered (SSR) forms and wizards substantially simpler. It is self-contained:
+every concept needed to execute is stated here, illustrated with code snippets.
+The work is sequenced so each migration is small, reversible, and *teaches a
+skill* that makes the next migration cheaper.
+
+---
+
+## 1. Goals
+
+1. **Render forms by re-rendering the whole form** (or a precise, isolated
+   fragment) over HTMX, instead of mutating the DOM in place. This removes the
+   class of bugs around stale state, lost focus/caret, and out-of-band patching.
+2. **Make render functions pure.** A render function takes an explicit data map
+   and returns markup. No dynamic bindings, no "cursor" context, no duplicate
+   `*-no-cursor*` variants.
+3. **Stop forcing single-step forms through wizard machinery.** Most "wizards"
+   are single-step; they become plain forms. Genuine multi-step flows use a
+   small data-driven engine instead of protocols + middleware stacking.
+4. **Render HTML with Selmer templates** (Jinja-style) instead of Hiccup for the
+   interactive, attribute-heavy components, so Alpine/HTMX attributes are
+   first-class HTML rather than a mix of Clojure keywords and strings.
+5. **Capture the migration method in a skill** that is created after the first
+   successful migration and extended by every migration thereafter.
+
+Net effect target: large reduction in lines of code, route count, and branching
+complexity, with measurably more reuse across similar forms.
+
+---
+
+## 2. Why — the current pain (rationale)
+
+### 2.1 In-place DOM mutation is fragile
+Re-rendering only fragments and patching the rest (via morph or out-of-band
+swaps) means the server and the DOM can disagree. Keeping a focused input alive
+through a patch requires keying tricks and guards. Re-rendering the **whole
+form** and letting the typed value ride along in the form is simpler and
+correct, *provided the input the user is typing in is never inside the region
+being swapped*.
+
+### 2.2 Cursor-based rendering forces duplicate functions
+Render code that reads from dynamic bindings (a "form cursor") is
+context-dependent and hard to test, which has spawned duplicate render functions
+— one that reads the cursor and one that takes plain params:
+
+```clojure
+;; SMELL: needs cursor context (dynamic bindings *form-data* / *current* / *prefix*)
+(defn account-row* [{:keys [value client-id]}]
+  (com/data-grid-row
+    (fc/with-field :transaction-account/account
+      (com/data-grid-cell
+        (account-typeahead* {:value (fc/field-value) :name (fc/field-name)})))
+    ...))
+
+;; SMELL: a second copy of the same markup, just to avoid the cursor
+(defn account-row-no-cursor* [{:keys [account index client-id]}]
+  ...)
+```
+
+### 2.3 Single-step forms wear wizard costumes
+Several forms implement a multi-step wizard protocol (5 protocols, 15+ methods),
+serialize an EDN snapshot with custom readers into hidden fields, and register
+10–20 routes with stacked middleware — all for a single-step form. That is pure
+overhead.
+
+### 2.4 Hiccup makes Alpine/HTMX attributes ambiguous
+The same attribute is sometimes a keyword and sometimes a string in the same
+file, and event handlers must be strings while structural Alpine attrs are
+keywords. There is no rule a reader (or an LLM) can rely on:
+
+```clojure
+;; Both of these appear in one component file today:
+:x-ref  "input"      ; keyword key
+"x-ref" "hidden"     ; string key
+:x-model "value.value"
+"x-model" "search"
+"@keydown.down.prevent.stop" "tippy.show();"  ; handlers must be strings
+:x-init "..."                                  ; structural attrs are keywords
+```
+
+In a Selmer template the same markup is unambiguous plain HTML:
+
+```html
+<input x-ref="input" x-model="value.value"
+       @keydown.down.prevent.stop="tippy?.show()" />
+```
+
+---
+
+## 3. Target state (the patterns, with snippets)
+
+These four patterns are what every migration moves code *toward*. The skill
+(§5) holds the canonical, growing version of each.
+
+### 3.1 Whole-form HTMX swap doctrine
+
+Decide per interactive control, in this priority order:
+
+1. **No request** when the field affects nothing else. Its value rides along in
+   the form and is read on submit.
+   ```html
+   <!-- a memo / free-text field that influences nothing -->
+   <input name="memo" />   <!-- no hx-* at all -->
+   ```
+2. **Targeted swap of a single isolated cell** when a field's effect is purely
+   local. Give the cell a stable id and keep it out of the typed input's subtree.
+   ```html
+   <!-- selecting an account only changes the valid Location options -->
+   <select name="accounts[0][account]"
+           hx-post="/transaction/edit-form-changed"
+           hx-target="#account-location-0"
+           hx-select="#account-location-0"
+           hx-swap="outerHTML" hx-trigger="changed">
+   </select>
+   <div id="account-location-0"> ...location options... </div>
+   ```
+3. **Whole-form swap** when the change touches interdependent state (vendor,
+   add/remove row, mode toggle, $/% radio). The form's hidden state rides along,
+   so one swap keeps everything consistent — **no out-of-band swaps**.
+   ```html
+   <form id="wizard-form"
+         hx-post="/transaction/edit-form-changed"
+         hx-target="#wizard-form" hx-select="#wizard-form" hx-swap="outerHTML">
+     ...
+   </form>
+   ```
+4. **Out-of-band (OOB) swap only for genuinely disjoint DOM regions** — a global
+   flash/toast, a nav badge, a modal mounted at the document root. If you are
+   tempted to OOB something *inside the same feature*, that is a signal to
+   **restructure the DOM so the dependent element shares a common ancestor** with
+   the trigger, and use an ordinary swap. Example: put running totals in a
+   sibling `<tbody>` so an amount edit can swap totals without replacing the
+   amount input:
+   ```clojure
+   ;; totals live in their own tbody, a sibling of the input rows
+   (com/data-grid- {:rows ...
+                    :footer-tbody [:tbody {:id "account-totals"} ...]})
+
+   ;; the amount input swaps ONLY the totals tbody (never itself)
+   [:input {:name "accounts[0][amount]"
+            :hx-post "/transaction/edit-form-changed"
+            :hx-target "#account-totals" :hx-select "#account-totals"
+            :hx-swap "outerHTML" :hx-trigger "keyup changed delay:300ms"}]
+   ```
+
+**Focus invariant (must always hold):** the input the user is typing in is never
+inside the region its own request swaps.
+
+**Alpine components must survive swaps.** Null-guard every reference that depends
+on Alpine/tippy being initialised, and key a component by its server-provided
+value so a server-driven change re-initialises it instead of preserving stale
+state:
+```clojure
+;; null-guard:
+"@keydown.enter.prevent.stop" "$refs.input?.__x_tippy?.hide(); ..."
+;; key by current value so morph/replace re-inits on server change:
+(assoc attrs :key (str id "--" current-value))
+```
+
+### 3.2 Pure render functions
+
+One function, explicit data in, markup out:
+
+```clojure
+;; GOOD: pure, works everywhere, testable without setup
+(defn account-row [{:keys [account index client-id amount-mode]}]
+  (com/data-grid-row
+    (com/hidden {:name (str "accounts[" index "][db/id]")
+                 :value (or (:db/id account) "")})
+    (com/data-grid-cell
+      (account-typeahead* {:value (:transaction-account/account account)
+                           :name  (str "accounts[" index "][account]")
+                           :client-id client-id}))
+    ...))
+```
+
+If a caller still has a cursor, give it a *thin* wrapper that adapts cursor →
+data and calls the pure function. Never duplicate the markup.
+
+### 3.3 Forms vs. wizards (and the data-driven wizard engine)
+
+- **Single-step → plain form.** Two routes: `GET` (render) and `POST` (validate
+  + save). State is plain form fields + an entity id. No snapshot, no server
+  state, no protocol.
+  ```clojure
+  {::route/edit        (fn [req] (html-response (render-edit-form {:entity (get-entity req)})))
+   ::route/edit-submit (fn [req] (validate-and-save req))}
+  ```
+
+- **Genuinely multi-step → data-driven engine.** A wizard is *data*:
+  ```clojure
+  (def vendor-wizard-config
+    {:steps [{:key :info     :schema info-schema     :fields [...] :render render-info-step
+              :next (fn [data] :terms)}
+             {:key :terms    :schema terms-schema    :fields [...] :render render-terms-step
+              :next (fn [data] :done)}]
+     :init-fn (fn [req] {...})
+     :submit-route "/admin/vendor/wizard/submit"
+     :done-fn (fn [all-data req] (save! all-data) (html-response "Saved"))})
+  ```
+  with a tiny engine (no protocols) and server-side state keyed by a UUID token:
+  ```clojure
+  ;; state: an atom keyed by wizard-id (add a timestamp + TTL sweep)
+  (defonce ^:private store (atom {}))
+  (defn create-wizard! [init] (let [id (str (java.util.UUID/randomUUID))]
+                                (swap! store assoc id {:current-step (-> init :steps first :key)
+                                                       :step-data {} :created-at (System/currentTimeMillis)})
+                                id))
+  (defn update-step! [id k data] (swap! store update-in [id :step-data k] merge data))
+  (defn get-all [id] (apply merge (vals (:step-data (@store id)))))
+
+  (defn render-wizard [{:keys [wizard-id config request]}]
+    (let [{:keys [current-step step-data]} (@store wizard-id)
+          step (first (filter #(= (:key %) current-step) (:steps config)))]
+      [:form#wizard-form {:hx-post (:submit-route config)
+                          :hx-target "#wizard-form" :hx-select "#wizard-form" :hx-swap "outerHTML"}
+       (com/hidden {:name "wizard-id" :value wizard-id})
+       (com/hidden {:name "current-step" :value (name current-step)})
+       ((:render step) (assoc request :step-data (get step-data current-step {})))]))
+
+  (defn handle-step-submit [config request]
+    (let [{:strs [wizard-id current-step]} (:form-params request)
+          step (first (filter #(= (:key %) (keyword current-step)) (:steps config)))
+          data (select-keys (:form-params request) (map name (:fields step)))]
+      (if-let [errors (mc/explain (:schema step) data)]
+        (render-wizard {:wizard-id wizard-id :config config :request (assoc request :errors errors)})
+        (do (update-step! wizard-id (keyword current-step) data)
+            (let [nxt ((:next step) data)]
+              (if (= nxt :done)
+                (let [all (get-all wizard-id)] (swap! store dissoc wizard-id) ((:done-fn config) all request))
+                (do (swap! store assoc-in [wizard-id :current-step] nxt)
+                    (render-wizard {:wizard-id wizard-id :config config :request request}))))))))
+  ```
+  Two routes per wizard: open (`partial open-wizard config`) and submit
+  (`partial handle-step-submit config`).
+
+### 3.4 Selmer templates
+
+Interactive components render from Selmer templates with plain-HTML attributes.
+Selmer composes via `{% include %}` and `{% block %}`; an interop bridge lets a
+Selmer template embed Hiccup output (and vice versa) during the transition.
+
+```html
+{# templates/components/typeahead.html #}
+<div class="relative" x-data="{{ x_data|safe }}" x-model="{{ x_model }}">
+  <a class="{{ classes }}" x-ref="input" tabindex="0"
+     @keydown.down.prevent.stop="tippy?.show()"
+     @keydown.backspace="tippy?.hide(); value = {value:'', label:''}">
+    <span x-text="value.label"></span>
+  </a>
+  ...
+</div>
+```
+
+```clojure
+;; render helper + interop bridge
+(defn render [tpl ctx] (selmer/render-file tpl ctx))
+(defn hiccup->html [h] (hiccup/html h))          ; embed hiccup inside selmer via {{ frag|safe }}
+;; selmer fragment inside hiccup: [:div (hiccup/raw (render "..." ctx))]
+```
+
+---
+
+## 4. Principles
+
+1. **Strangler, not big-bang.** New engine, Selmer renderer, and the swap
+   doctrine live alongside the old code. Migrate one modal at a time behind its
+   own route. Old machinery is deleted only when its last caller is gone.
+2. **Simplest first.** Each migration is small and reversible (one commit).
+   Start with the already-proven modal, then the smallest fresh ones, and leave
+   the largest/most complex for last — by which point the skill is mature.
+3. **Skill-driven and self-reinforcing.** After the first successful migration,
+   distil the method into a skill (§5). Every subsequent migration *reads* the
+   skill first and *extends* it last.
+4. **Quality must measurably improve.** Each migration records a scorecard (§6);
+   no metric may regress for the touched modal.
+5. **Behavior parity is proven by tests, not by reading** (§7). The full e2e
+   suite must stay green after every migration.
+
+---
+
+## 5. The skill: `ssr-form-migration`
+
+**When it is created:** in **Phase 1**, immediately after — and distilled from —
+the first successful modal migration (the transaction-edit modal, whose
+whole-form swap implementation already exists and serves as the reference). The
+skill is *not* written speculatively; it encodes a method that already worked.
+
+**Where:** `.claude/skills/ssr-form-migration/` (matches the existing project
+convention, e.g. `.claude/skills/testing-conventions/SKILL.md`).
+
+**Structure:**
+```
+.claude/skills/ssr-form-migration/
+  SKILL.md                # the playbook (§8): classify → migrate → verify → record
+  reference/
+    swap-doctrine.md      # §3.1 rules, focus invariant, OOB-vs-hoist, Alpine hardening
+    pure-render.md        # §3.2 pure functions + thin cursor adapters
+    form-vs-wizard.md     # §3.3 classification + the data-driven engine
+    selmer-conventions.md # §3.4 attr style, interop bridge, include/block patterns
+    component-cookbook.md # GROWS: typeahead, account-row, totals, money-input, mode-toggle…
+    gotchas.md            # GROWS: stale $refs, key-by-value, wizard-id GC, coercion…
+    test-recipes.md       # GROWS: how to e2e a swap; assert a Selmer render; fixture a wizard-id
+    scorecard.md          # the §6 heuristics + a running table of every migration's numbers
+```
+
+**Growth contract — the last task of every migration:**
+- Converted a component? → add its before/after to `component-cookbook.md`.
+- Hit a surprise? → one entry in `gotchas.md`.
+- Found a test pattern? → `test-recipes.md`.
+- Playbook step missing/wrong? → fix `SKILL.md`.
+- Measured the scorecard? → append the row to `scorecard.md`.
+
+**Success signal:** each migration should reuse more cookbook entries and start
+from a better scorecard baseline than the previous one. If migration N+1 is not
+easier than N, the skill-update step is being skipped — treat that as a bug.
+
+---
+
+## 6. Quality scorecard (the ratchet)
+
+Cheap to measure (`grep -c`, `wc -l`, `clj-kondo`), recorded before/after each
+migration in the commit message and `scorecard.md`. **No metric may regress for
+the touched modal.**
+
+| # | Heuristic | Measure | Target |
+|---|-----------|---------|--------|
+| 1 | Form-cursor / dynamic-binding usage | `grep -cE 'fc/with-field|\*form-data\*|\*current\*|\*prefix\*|-no-cursor'` | → 0 |
+| 2 | Implicit state merges (snapshot/cursor) | count merge sites | → 0 (forms); explicit `update-step!` only (wizards) |
+| 3 | Branching complexity | `clj-kondo`, or count `cond`/`condp`/`case`/nested `if` + max depth | net ↓ |
+| 4 | Lines of code | `wc -l` on the modal's file(s) | net ↓ |
+| 5 | Reuse / cross-form similarity | cookbook components reused; duplicated-block count | reuse ↑, dup ↓ |
+| 6 | Route count | count routes for the modal | → 2 (+1 for add-row) |
+| 7 | OOB swaps | `grep -c hx-swap-oob` | → 0 unless a justified disjoint-region case is documented |
+| 8 | Attribute consistency | mixed `:x-`/`"x-"` encodings in migrated template | → 0 |
+
+These are directional evidence, not targets to game. Pair them with the e2e
+parity gate (§7) so "simpler" can never mean "broken."
+
+---
+
+## 7. Testing strategy
+
+Consistent with the project's `testing-conventions` skill (test user-observable
+behavior; assert DB state directly; don't test the means).
+
+1. **Characterization e2e first.** Before changing a modal, write/confirm a
+   Playwright spec capturing its current behavior — focus/caret survival across
+   swaps, the field round-trip, validation errors, and the actual save. This
+   spec is the parity contract the refactor must keep green.
+2. **Pure-function checks via REPL.** Once render fns are pure, exercise the
+   data-prep functions with `clojure-eval` / `clj-nrepl-eval`. Assert on returned
+   data; for markup use string matches (`(re-find #"accounts\[0\]\[account\]" (str html))`)
+   — this style survives the Selmer switch. Avoid brittle structural assertions.
+3. **DB-state assertions for mutations.** If a submit writes Datomic, verify by
+   querying the DB, not by asserting on markup.
+
+**Regression gate:** the full e2e suite must stay green after every migration.
+Record the current pass/fail baseline in `test-recipes.md` at the first
+migration and never drop below it.
+
+---
+
+## 8. Per-migration playbook (the repeatable loop)
+
+This is the canonical loop each modal phase follows; it lives in `SKILL.md`.
+Modal phases below list only what is *specific* to that modal plus this loop.
+
+1. [ ] **Read the skill.** Note applicable cookbook entries and gotchas.
+2. [ ] **Classify.** Single-step → plain form (no server state). Multi-step →
+   wizard (engine + server state). When in doubt, it's a form.
+3. [ ] **Baseline the scorecard (§6).** Record before-numbers.
+4. [ ] **Characterize behavior (test-first).** Write/confirm the e2e spec.
+5. [ ] **Extract pure render functions** (kills cursor faking and `*-no-cursor*`
+   duplicates — heuristics 1, 2).
+6. [ ] **Templatize in Selmer**; reuse cookbook bits, add new ones back
+   (heuristics 5, 8).
+7. [ ] **Wire HTMX per the swap doctrine** (§3.1); focus invariant intact; OOB
+   only for disjoint regions (heuristic 7).
+8. [ ] **Collapse routes** to 2 (+1 for add-row) (heuristic 6).
+9. [ ] **Verify:** modal e2e + full suite green; assert DB mutations; REPL-check
+   pure fns. Re-measure scorecard — no regressions.
+10. [ ] **Commit** one reversible feature commit; message includes the scorecard
+    delta and reused/new cookbook entries.
+11. [ ] **Feed the skill** (cookbook / gotchas / test-recipes / scorecard /
+    SKILL.md). *Not optional.*
+
+---
+
+## 9. Phases & tasks
+
+> Migration target inventory (verify line counts at execution time):
+
+| Modal | File | Steps | Target | Phase |
+|-------|------|-------|--------|-------|
+| Transaction Edit | `transaction/edit.clj` | 1 (mode toggle) | form | 2 (skill trial) |
+| Transaction Bulk Code | `transaction/bulk_code.clj` | 1 | form | 3 |
+| Sales Summary Edit | `pos/sales_summaries.clj` | 1 | form | 4 |
+| Invoice Bulk Edit | `invoices.clj` | 1 | form | 5 |
+| Transaction Rule | `admin/transaction_rules.clj` | 2 | wizard | 6 |
+| Invoice Pay | `invoices.clj` | 2 | wizard | 7 |
+| New Invoice | `invoice/new_invoice_wizard.clj` | 3 | wizard | 8 |
+| Vendor | `admin/vendors.clj` | 5 | wizard | 9 |
+| Client | `admin/clients.clj` | 7 | wizard | 10 |
+
+---
+
+### Phase 1 — Distil the skill (no app code changes)
+
+**Rationale:** the transaction-edit modal has already been migrated to the
+whole-form swap approach successfully. Capture that working method as a skill
+*now*, so every later migration is cheaper and consistent. (If the reference
+implementation is not yet on the working branch, merge it first — that is an
+acceptable prerequisite.)
+
+- [ ] Create `.claude/skills/ssr-form-migration/SKILL.md` with the playbook (§8).
+- [ ] Write `reference/swap-doctrine.md` from §3.1 (the four rules, focus
+  invariant, OOB-vs-hoist, Alpine hardening), using the real transaction-edit
+  swaps as worked examples.
+- [ ] Write `reference/pure-render.md` from §3.2.
+- [ ] Write `reference/form-vs-wizard.md` from §3.3 (classification + engine).
+- [ ] Stub `reference/selmer-conventions.md` from §3.4, marked "validated in
+  Phase 2."
+- [ ] Seed `component-cookbook.md` with whatever transaction-edit already proved
+  (e.g. the hardened typeahead, the totals-in-sibling-`<tbody>` pattern).
+- [ ] Seed `gotchas.md` (stale `$refs`, key-by-value).
+- [ ] Seed `test-recipes.md`; record the **current full e2e pass/fail baseline**.
+- [ ] Create `scorecard.md` with the §6 table and an empty results table.
+- [ ] **Exit criteria:** an agent can read `SKILL.md` and the references and
+  understand the whole method without this plan.
+
+---
+
+### Phase 2 — Trial the skill on Transaction Edit (first test subject)
+
+**Rationale:** validate the freshly written skill against the one modal whose
+"correct" outcome we already know. This is also where Selmer + pure functions
+are completed for this modal and the Selmer conventions get written from a real,
+verified example. Target type: **plain form** (single step with a mode toggle —
+the toggle is just a `GET` with a `?mode=` query param that re-renders the form).
+
+**Foundation (do once, here):**
+- [ ] Add the `selmer` dependency to `project.clj`.
+- [ ] Build the render helper (`selmer/render-file`) and the **interop bridge**
+  (Hiccup→string for embedding in Selmer, and Selmer fragment inside Hiccup).
+- [ ] Prove interop: a throwaway Selmer page renders inside the existing layout,
+  and a Hiccup component renders inside a Selmer template.
+
+**Modal migration (run the §8 loop), specifics:**
+- [ ] Confirm/author the characterization e2e spec covering: typing in memo keeps
+  focus; selecting an account updates only its Location options; changing vendor
+  / adding / removing a row / toggling mode / toggling $-vs-% re-renders the
+  whole form correctly; amount edits update totals without losing the amount
+  caret; save round-trips.
+- [ ] Extract pure render fns: `render-simple-fields`, `render-advanced-fields`,
+  `account-row`, `account-totals` (remove any `*-no-cursor*` duplicates).
+- [ ] Convert those render fns to Selmer templates; record each as a cookbook
+  entry; finalize `selmer-conventions.md`.
+- [ ] Verify the swaps match the doctrine (whole-form for structural changes,
+  targeted cell for account→location, sibling-`<tbody>` for totals, no request
+  for memo); confirm `grep -c hx-swap-oob` is 0.
+- [ ] Collapse routes: `GET /transaction/edit` (with `?mode=`), `POST
+  /transaction/edit`, plus the single `edit-form-changed` re-render endpoint.
+- [ ] Verify (modal e2e + full suite green; DB save asserted).
+- [ ] **Feed the skill:** refine `SKILL.md` and references from anything the
+  trial revealed; append the scorecard row (this is the baseline others beat).
+- [ ] **Exit criteria:** skill-driven migration reproduces the known-good
+  behavior; Selmer conventions are validated; cookbook has ≥3 reusable entries.
+
+---
+
+### Phase 3 — Transaction Bulk Code (plain form)
+
+**Rationale:** the smallest *fresh* modal — first real test of "read the skill,
+apply it cold." Single-step form currently wearing a wizard costume.
+
+- [ ] Run the §8 loop.
+- [ ] Classify as plain form; delete the wizard protocol/record and snapshot.
+- [ ] Extract `render-bulk-code-fields`; reuse cookbook typeahead/money-input.
+- [ ] Search params preserved as plain hidden fields (no EDN snapshot).
+- [ ] Collapse 4 wizard routes → 2 (`GET` open, `POST` submit).
+- [ ] Verify bulk-code applies correctly (assert DB) + full suite green.
+- [ ] Feed the skill; append scorecard row.
+- [ ] **Exit criteria:** ≥2 cookbook entries reused; LOC, route-count, cursor-use
+  all down vs. baseline.
+
+---
+
+### Phase 4 — Sales Summary Edit (plain form)
+
+**Rationale:** another single-step form; reinforces the cold-apply loop.
+
+- [ ] Run the §8 loop.
+- [ ] Classify as plain form; remove wizard record + `wrap-init-multi-form-state`.
+- [ ] Extract `render-sales-summary-fields` (pure); reuse cookbook entries.
+- [ ] Collapse 3 wizard routes → 2.
+- [ ] Verify edit saves (assert DB) + full suite green.
+- [ ] Feed the skill; append scorecard row.
+
+---
+
+### Phase 5 — Invoice Bulk Edit (plain form with rows + totals)
+
+**Rationale:** first single-step form with dynamic account rows and live totals
+— exercises the add-row endpoint and the totals-in-sibling-`<tbody>` swap
+(instead of OOB).
+
+- [ ] Run the §8 loop.
+- [ ] Extract `bulk-edit-account-row` (pure); reuse the `account-row`/`totals`
+  cookbook entries from Phase 2.
+- [ ] Add-row: a `POST` that appends a fresh row; totals re-render via the
+  sibling-`<tbody>` swap, **not** OOB.
+- [ ] Collapse 4 wizard routes → 3 (open, submit, add-row).
+- [ ] Verify add/remove rows + totals + apply (assert DB) + full suite green.
+- [ ] Feed the skill; append scorecard row.
+- [ ] **Exit criteria:** `grep -c hx-swap-oob` is 0; row/totals patterns are
+  confirmed reusable across two modals now.
+
+---
+
+### Phase 6 — Build the wizard engine + migrate Transaction Rule (2-step wizard)
+
+**Rationale:** the first genuinely multi-step modal, and the simplest one — the
+right place to introduce the data-driven engine (§3.3) and server-side state.
+
+**Engine (do once, here):**
+- [ ] Create `components/wizard_state.clj` (atom store, `create-wizard!`,
+  `update-step!`, `get-all`, `destroy!`, **TTL sweep** for abandoned wizards).
+  Test the lifecycle via REPL.
+- [ ] Create `components/wizard2.clj` (`render-wizard`, `handle-step-submit`,
+  `open-wizard`). Test render + step navigation.
+- [ ] Document the engine usage in `reference/form-vs-wizard.md`.
+
+**Modal migration (run the §8 loop), specifics:**
+- [ ] Extract `render-edit-step` and `render-test-step` (the test step shows a
+  results table); keep `validate-transaction-rule` as the step `:schema`/custom check.
+- [ ] Define `transaction-rule-wizard-config` with both steps + `:done-fn`.
+- [ ] Collapse routes → 2 (open, submit).
+- [ ] Verify create / edit / run-test (assert DB) + full suite green.
+- [ ] Feed the skill; append scorecard row.
+- [ ] **Exit criteria:** engine proven on a real 2-step flow; state TTL works.
+
+---
+
+### Phase 7 — Invoice Pay (2-step wizard)
+
+**Rationale:** 2 steps with conditional rendering by payment method (e.g.,
+handwrite-check fields) — exercises the engine's `:next`/conditional branching.
+
+- [ ] Run the §8 loop.
+- [ ] Extract `render-choose-method-step` and `render-payment-details-step`.
+- [ ] Build `pay-wizard-config`; move setup logic into `:init-fn` (e.g. the
+  `invoice-by-id` lookup); branch `:next` on payment method.
+- [ ] Collapse routes → 2.
+- [ ] Verify each payment method path (assert DB) + full suite green.
+- [ ] Feed the skill; append scorecard row.
+
+---
+
+### Phase 8 — New Invoice (3-step wizard)
+
+**Rationale:** a true 3-step wizard with a conditional accounts step — the
+reference multi-step shape.
+
+- [ ] Run the §8 loop.
+- [ ] Extract `render-basic-details-step`, `render-accounts-step`,
+  `render-submit-step`; reuse the expense-account row cookbook entry.
+- [ ] Define step schemas separately; `:next` from basic-details skips accounts
+  when not customizing.
+- [ ] `:init-fn` sets defaults (e.g. date = now).
+- [ ] Add-row for expense accounts via the sibling-`<tbody>` totals pattern.
+- [ ] Collapse routes → 2 (+1 add-row).
+- [ ] Verify create with/without custom accounts (assert DB) + full suite green.
+- [ ] Feed the skill; append scorecard row.
+
+---
+
+### Phase 9 — Vendor (5-step wizard)
+
+**Rationale:** larger multi-step; by now the engine and cookbook are mature.
+
+- [ ] Run the §8 loop.
+- [ ] Extract the 5 step render fns: `render-info-step`, `render-terms-step`,
+  `render-account-step`, `render-address-step`, `render-legal-step`.
+- [ ] Build `vendor-wizard-config`; handle `:new` vs `:edit` via `:init-fn`
+  (empty vs. loaded entity).
+- [ ] Replace the conditional `hx-post`/`hx-put` logic with the engine's submit.
+- [ ] Collapse routes → 2.
+- [ ] Verify create + edit across all steps (assert DB) + full suite green.
+- [ ] Feed the skill; append scorecard row.
+
+---
+
+### Phase 10 — Client (7-step wizard) — largest, last
+
+**Rationale:** the biggest, most complex modal (nested bank accounts, location
+matches, emails, contact methods). Deliberately last, when the skill is richest.
+
+- [ ] Run the §8 loop; split extraction into sub-tasks per step.
+- [ ] Extract the 7 step render fns (`:info`, `:matches`, `:contact`,
+  `:bank-accounts`, `:integrations`, `:cash-flow`, `:other-settings`).
+- [ ] Convert each `add-new-entity-handler` (bank accounts, location matches,
+  emails, contact methods) to an add-row `POST` using the cookbook row pattern;
+  drop `fc/with-field-default` nesting.
+- [ ] Build `client-wizard-config`; `:new` vs `:edit` via `:init-fn`.
+- [ ] Collapse routes → 2 (+ add-row endpoints as needed).
+- [ ] Verify create + edit across all 7 steps thoroughly (assert DB) + full
+  suite green.
+- [ ] Feed the skill; append scorecard row.
+
+---
+
+### Phase 11 — Cleanup
+
+**Rationale:** remove the now-dead old machinery.
+
+- [ ] Delete the legacy wizard module (protocols + middleware) once no caller
+  remains; remove any v1→v2 shim.
+- [ ] Remove the Alpine morph dependency/extension if unreferenced.
+- [ ] Decide (Open decision 3) whether to extend Selmer to the remaining static
+  Hiccup, now that the skill makes it cheap.
+- [ ] Promote recurring cookbook entries into shared Selmer partials/components.
+- [ ] Final scorecard review: confirm the suite-wide LOC/route/complexity drop.
+
+---
+
+## 10. Risks & mitigations
+
+| Risk | Mitigation |
+|------|------------|
+| Server restart loses in-flight wizard state | Server state only for true multi-step wizards; forms hold none. TTL + sweep; consider a durable store if a wizard is long-lived. |
+| Mixed Hiccup/Selmer interop gets messy | Build + prove the interop bridge in Phase 2 before broad use; strangler keeps both valid. |
+| Selmer loses Hiccup's structural testability | Lean on e2e + DB assertions; unit-test the data-prep functions, not markup. |
+| Large files hide behavior (`clients.clj`, `edit.clj`) | They go last, after the skill is rich; characterization e2e first; split per step. |
+| Alpine components break across swaps | Codify hardening (null-guarded `tippy?`/`$refs`, key-by-value) as a cookbook entry applied everywhere. |
+| Heuristics get gamed (LOC golfing, fake route counts) | Directional evidence only; always paired with the e2e parity gate; review the trend, not single numbers. |
+| Skill-update step skipped under pressure | Required commit-message line (scorecard delta + reused/new entries); if N+1 isn't easier, flag it. |
+| Quality regresses silently | Ratchet rule: no metric may regress for a touched modal without a written exception in `gotchas.md`. |
+
+---
+
+## 11. Open decisions
+
+1. **Server state scope** — server-side state only for multi-step wizards, none
+   for plain forms? *(recommended: yes)*
+2. **Selmer scope** — convert only interactive/attribute-heavy components first
+   (hybrid), or all SSR files (full sweep)? *(recommended: hybrid, revisit in
+   Phase 11)*
+3. **Whole-form vs. targeted granularity defaults** — confirm the §3.1 priority
+   order (no-request → targeted cell → whole-form → OOB-only-if-disjoint) as the
+   project default. *(recommended: yes)*
+4. **First step** — start by distilling the skill (Phase 1) with the reference
+   implementation merged as a prerequisite, rather than treating the merge
+   itself as step one. *(recommended: yes)*

docs/superpowers/plans/2026-05-27-transaction-edit-simple-advanced-mode.md

@@ -0,0 +1,601 @@
+# 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 2–5 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.

docs/superpowers/specs/2026-05-27-transaction-edit-simple-advanced-mode-design.md

@@ -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 |

e2e/transaction-edit.spec.ts

@@ -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');

e2e/transaction-import.spec.ts

@@ -0,0 +1,125 @@
+import { test, expect } from '@playwright/test';
+
+// The SSR manual transaction import accepts the exact Yodlee positional-column
+// TSV format from the master branch. Column order (14 columns), per
+// auto-ap.import.manual/columns:
+//   0:status 1:raw-date 2:description-original 3:high-level-category
+//   4,5:(unused) 6:amount 7..11:(unused) 12:bank-account-code 13:client-code
+//
+// The test server (auto-ap.test-server) seeds client "TEST" with a bank
+// account whose code is the deterministic "TEST-CHK" (see seed-test-data).
+
+const IMPORT_PATH = '/transaction2/external-import-new';
+
+function yodleeRow(opts: {
+  status?: string;
+  date?: string;
+  description?: string;
+  category?: string;
+  amount?: string;
+  bankAccountCode?: string;
+  clientCode?: string;
+}): string {
+  const cols = new Array(14).fill('');
+  cols[0] = opts.status ?? 'POSTED';
+  cols[1] = opts.date ?? '';
+  cols[2] = opts.description ?? '';
+  cols[3] = opts.category ?? '';
+  cols[6] = opts.amount ?? '';
+  cols[12] = opts.bankAccountCode ?? '';
+  cols[13] = opts.clientCode ?? '';
+  return cols.join('\t');
+}
+
+function yodleeTsv(rows: string[]): string {
+  // First line is a header that the importer drops.
+  const header = new Array(14).fill('');
+  header[0] = 'Status';
+  header[1] = 'Date';
+  header[2] = 'Description';
+  header[6] = 'Amount';
+  header[12] = 'Bank Account';
+  header[13] = 'Client';
+  return [header.join('\t'), ...rows].join('\n');
+}
+
+async function gotoImport(page: any) {
+  await page.setExtraHTTPHeaders({ 'x-clients': '"mine"' });
+  await page.goto(IMPORT_PATH);
+}
+
+async function pasteAndParse(page: any, tsv: string) {
+  const textarea = page.locator('#parse-form textarea').first();
+  await textarea.fill(tsv);
+  // A visible "Parse" button submits the paste form (htmx swaps in the grid).
+  await page.getByRole('button', { name: /parse/i }).click();
+  await page.waitForTimeout(800);
+}
+
+test.describe('Manual Transaction Import (SSR)', () => {
+  test('renders the import page with a paste box', async ({ page }) => {
+    await gotoImport(page);
+    await expect(page.locator('#parse-form textarea').first()).toBeVisible();
+  });
+
+  test('paste -> parse -> review grid -> import a valid transaction', async ({ page }) => {
+    await gotoImport(page);
+
+    const description = 'E2E Imported Coffee';
+    const tsv = yodleeTsv([
+      yodleeRow({
+        date: '01/15/2024',
+        description,
+        category: 'Food',
+        amount: '12.50',
+        bankAccountCode: 'TEST-CHK',
+        clientCode: 'TEST',
+      }),
+    ]);
+
+    await pasteAndParse(page, tsv);
+
+    // The review grid renders the parsed row as editable inputs (the
+    // description lives in an input value, so assert on the input, not text).
+    await expect(page.locator('input[value="TEST-CHK"]').first()).toBeVisible();
+    await expect(page.locator(`input[value="${description}"]`).first()).toBeVisible();
+
+    // Import the clean batch.
+    await page.getByRole('button', { name: /^import$/i }).click();
+    await page.waitForTimeout(1000);
+
+    // The imported transaction shows up on the transactions list.
+    await page.goto('/transaction2?date-range=all');
+    await page.waitForSelector('table tbody tr');
+    await expect(page.getByText(description)).toBeVisible();
+  });
+
+  test('blocks the whole batch when a row has an unknown bank-account code', async ({ page }) => {
+    await gotoImport(page);
+
+    const description = 'E2E Blocked Row';
+    const tsv = yodleeTsv([
+      yodleeRow({
+        date: '01/16/2024',
+        description,
+        amount: '20.00',
+        bankAccountCode: 'NOPE-DOES-NOT-EXIST',
+        clientCode: 'TEST',
+      }),
+    ]);
+
+    await pasteAndParse(page, tsv);
+
+    // The grid surfaces a blocking error for the bad row. The importer reuses
+    // the master-branch message wording ("Cannot find bank account by code …").
+    await expect(page.getByText(/cannot find bank account/i).first()).toBeVisible();
+
+    // Importing does not create the transaction (batch blocked).
+    await page.getByRole('button', { name: /^import$/i }).click();
+    await page.waitForTimeout(800);
+
+    await page.goto('/transaction2?date-range=all');
+    await page.waitForSelector('table tbody tr');
+    await expect(page.getByText(description)).toHaveCount(0);
+  });
+});

project.clj

@@ -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"]}
 
 

resources/input.css

@@ -2,43 +2,6 @@
 @tailwind components;
 @tailwind utilities;
 
-@layer base {
-  html {
-    scroll-behavior: smooth;
-    font-size: 15px;
-    -webkit-font-smoothing: antialiased;
-    -moz-osx-font-smoothing: grayscale;
-  }
-
-  body {
-    font-family: 'Inter', ui-sans-serif, system-ui, -apple-system, sans-serif;
-  }
-
-  /* Tabular numbers for monetary values */
-  .tabular {
-    font-variant-numeric: tabular-nums;
-  }
-
-  /* Focus ring for accessibility */
-  *:focus-visible {
-    outline: 2px solid #3b82f6;
-    outline-offset: 2px;
-    border-radius: 2px;
-  }
-
-  /* Smooth transitions for interactive elements */
-  button,
-  a.button,
-  .navbar-item,
-  .pagination-link,
-  .tag,
-  select,
-  input,
-  textarea {
-    transition: all 0.15s ease-in-out;
-  }
-}
-
 .htmx-added .fade-in {
     opacity: 0.0 !important;
 }
@@ -188,7 +151,7 @@
 }
 
 .min-h-content {
-    min-height: calc(100dvh - 4em);
+    min-height: calc(100vh - 4em);
 }
 
 .arrow,

resources/public/css/main.css

@@ -1,10 +1,10 @@
     form.dz .notification {  border: 2px dashed lightgray;}
 
     html,body {
-  font-size: 15px;
-  line-height: 1.6;
+  font-size: 14px;
+  line-height: 1.5;
   height: 100%;
-  background-color: #f9fafb;
+  background-color: #fff;
 }
 
     @keyframes scaleUp {
@@ -468,125 +468,4 @@ table.balance-sheet th.total {
     background-color: whitesmoke !important;
     border-color: whitesmoke !important;
     box-shadow: none;
-}
-
-/* ===== Design Upgrades ===== */
-
-/* Better table row hover */
-.table tbody tr {
-  transition: background-color 0.15s ease-in-out;
-}
-.table tbody tr:hover {
-  background-color: #f3f4f6 !important;
-}
-
-/* Sidebar item hover */
-.aside .main .item:hover {
-  background-color: #f3f4f6 !important;
-  transition: background-color 0.15s ease-in-out;
-}
-.aside .main .item.is-active {
-  background-color: #e5e7eb !important;
-}
-
-/* Navbar item hover */
-.navbar-item:hover {
-  background-color: #f3f4f6 !important;
-}
-
-/* Button active/pressed state */
-button:active,
-a.button:active {
-  transform: scale(0.98);
-}
-
-/* Pagination link hover */
-.pagination-link:hover {
-  background-color: #e5e7eb;
-  border-color: #d1d5db;
-}
-
-/* Tag hover */
-.tag.is-delete:hover {
-  background-color: #ef4444 !important;
-}
-
-/* Modal card shadow */
-.modal-card {
-  box-shadow: 0 20px 60px rgba(0, 0, 0, 0.15) !important;
-  border-radius: 8px;
-  overflow: hidden;
-}
-
-/* Card elevation */
-.card {
-  transition: box-shadow 0.2s ease-in-out;
-}
-.card:hover {
-  box-shadow: 0 4px 12px rgba(0, 0, 0, 0.08);
-}
-
-/* Sidebar viewport fix */
-.aside {
-  min-height: calc(100dvh - 46px) !important;
-}
-
-/* Better select styling */
-select {
-  background-image: url("data:image/svg+xml,%3csvg xmlns='http://www.w3.org/2000/svg' fill='none' viewBox='0 0 20 20'%3e%3cpath stroke='%236b7280' stroke-linecap='round' stroke-linejoin='round' stroke-width='1.5' d='M6 8l4 4 4-4'/%3e%3c/svg%3e") !important;
-  background-position: right 0.5rem center !important;
-  background-repeat: no-repeat !important;
-  background-size: 1.5em 1.5em !important;
-  padding-right: 2.5rem !important;
-  -webkit-appearance: none !important;
-  -moz-appearance: none !important;
-  appearance: none !important;
-}
-
-/* Notification polish */
-.notification {
-  border-radius: 6px;
-}
-
-/* Better loader color */
-.loader.is-loading {
-  border-color: #16a34a !important;
-  border-right-color: transparent !important;
-  border-top-color: transparent !important;
-}
-
-/* Input focus state */
-.input:focus, .textarea:focus, .select select:focus {
-  border-color: #3b82f6 !important;
-  box-shadow: 0 0 0 1px #3b82f6 !important;
-}
-
-/* Better title styling */
-.title {
-  font-weight: 600;
-  letter-spacing: -0.025em;
-}
-.title.is-4 {
-  letter-spacing: -0.02em;
-}
-
-/* Better code/mono font for numbers */
-.table td {
-  font-variant-numeric: tabular-nums;
-}
-
-/* Subtle scrollbar styling */
-::-webkit-scrollbar {
-  width: 8px;
-  height: 8px;
-}
-::-webkit-scrollbar-track {
-  background: #f3f4f6;
-}
-::-webkit-scrollbar-thumb {
-  background: #d1d5db;
-  border-radius: 4px;
-}
-::-webkit-scrollbar-thumb:hover {
-  background: #9ca3af;
 }

resources/public/index.html

@@ -5,10 +5,8 @@
   <meta http-equiv="X-UA-Compatible" content="IE=edge">
   <meta name="viewport" content="width=device-width, initial-scale=1">
   <title>Integreat</title>
-  <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css" integrity="sha512-DTOQO9RWCH3ppGqcWaEA1BIZOC6xxalwEsw9c2QQeAIftl+Vegovlnee1c9QX4TctnWMn13TZye+giMm8e2LwA==" crossorigin="anonymous" referrerpolicy="no-referrer" />
-  <link rel="preconnect" href="https://fonts.googleapis.com">
-  <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
-  <link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=JetBrains+Mono:wght@400;500&display=swap" rel="stylesheet">
+  <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/4.7.0/css/font-awesome.min.css" integrity="sha256-eZrrJcwDc/3uDhsdt61sL2oOBY362qM3lon1gyExkL0=" crossorigin="anonymous" />
+  <link href="/css/font.min.css" rel="stylesheet">
   <link rel="stylesheet" href="/css/bulma.min.css" />
   <link rel="stylesheet" href="/css/bulma-calendar.min.css" />
   <link rel="stylesheet" href="/css/bulma-badge.min.css" />

skills-lock.json

@@ -7,47 +7,11 @@
       "skillPath": "skills/agent-browser/SKILL.md",
       "computedHash": "228f87d57035100d9dc6efcfc05aafd4b6e3962adacaa04b8217ab2fadb15dc8"
     },
-    "brandkit": {
-      "source": "leonxlnx/taste-skill",
+    "frontend-design": {
+      "source": "anthropics/skills",
       "sourceType": "github",
-      "skillPath": "skills/brandkit/SKILL.md",
-      "computedHash": "b63012f3c3d21197e0185d3e9cc7ec40c589fb10e0b5a32a561739de31aa3f20"
-    },
-    "design-taste-frontend": {
-      "source": "leonxlnx/taste-skill",
-      "sourceType": "github",
-      "skillPath": "skills/taste-skill/SKILL.md",
-      "computedHash": "6d838b246d0e35d0b53f4f23f98ba7a1dd561937e64f7d0c7553b0928e376c3e"
-    },
-    "high-end-visual-design": {
-      "source": "leonxlnx/taste-skill",
-      "sourceType": "github",
-      "skillPath": "skills/soft-skill/SKILL.md",
-      "computedHash": "7db385e4c5370e5a7fca9704a1361b056e4504ea6a03924bb86f33a4f00b5c73"
-    },
-    "industrial-brutalist-ui": {
-      "source": "leonxlnx/taste-skill",
-      "sourceType": "github",
-      "skillPath": "skills/brutalist-skill/SKILL.md",
-      "computedHash": "8fc355c4aadb7d29c53ca28bc41be3cd6eea765d121e3737c4dc2d0f90a8effa"
-    },
-    "minimalist-ui": {
-      "source": "leonxlnx/taste-skill",
-      "sourceType": "github",
-      "skillPath": "skills/minimalist-skill/SKILL.md",
-      "computedHash": "08873a3131d3be27bef9bf3304b310b16b44ca6e3561aebe532797be3443f6bd"
-    },
-    "redesign-existing-projects": {
-      "source": "leonxlnx/taste-skill",
-      "sourceType": "github",
-      "skillPath": "skills/redesign-skill/SKILL.md",
-      "computedHash": "b405eee0e0e80fc243f731d9aa368bca307e356db7e6157d27101d369dac6726"
-    },
-    "taste-skill": {
-      "source": "nexu-io/open-design",
-      "sourceType": "github",
-      "skillPath": "skills/taste-skill/SKILL.md",
-      "computedHash": "7d17b9f0f0a7d48d0f63354a717db0c3e7bc6470ff0d73b861f28c74de81d87b"
+      "skillPath": "skills/frontend-design/SKILL.md",
+      "computedHash": "063a0e6448123cd359ad0044cc46b0e490cc7964d45ef4bb9fd842bd2ffbca67"
     }
   }
 }

src/clj/auto_ap/handler.clj

@@ -263,13 +263,6 @@
                                        (into new-session)
                                        (assoc :client-selection client-selection))))))))
 
-(defn wrap-dev-bypass-auth
-  [handler]
-  (fn [request]
-    (if (= "dev" (:dd-env env))
-      (handler (assoc request :identity {:user/role "admin" :user/name "Dev User"}))
-      (handler request))))
-
 (defn wrap-gunzip-jwt
   [handler]
   (fn [{:keys [session] :as request}]
@@ -322,6 +315,21 @@
                       :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
@@ -332,9 +340,11 @@
       (wrap-hydrate-clients)
       (wrap-store-client-in-session)
       (wrap-gunzip-jwt)
+      (wrap-dev-login)
       (wrap-authorization auth-backend)
-      (wrap-dev-bypass-auth)
-      (wrap-authentication auth-backend (session-backend {:authfn (fn [auth] (dissoc auth :exp))}))
+      (wrap-authentication auth-backend
+                           (session-backend {:authfn (fn [auth]
+                                                       (dissoc auth :exp))}))
 
       #_(wrap-pprint-session)
 

src/clj/auto_ap/jobs/sales_summaries.clj

@@ -333,7 +333,8 @@
 
   (iol-ion.tx.upsert-sales-summary-ledger/upsert-sales-summary (dc/db conn) {:db/id 17592314241429})
 
-  (mark-all-dirty 5)
+  (mark-all-dirty 14)
+  
   (delete-all)
 
   (sales-summaries-v2)

src/clj/auto_ap/server.clj

@@ -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

src/clj/auto_ap/ssr/admin.clj

@@ -10,8 +10,7 @@
    [bidi.bidi :as bidi]
    [clj-time.coerce :as coerce]
    [clj-time.core :as time]
-   [datomic.api :as dc]
-   [hiccup2.core :as hiccup]))
+   [datomic.api :as dc]))
 
 (defn hourly-changes []
   (let [tx-instant-attr (:db/id (dc/pull (dc/db conn) '[:db/id] :db/txInstant))
@@ -56,34 +55,68 @@
                                  [:div
                                   [:h1.text-2xl.mb-3.font-bold "Growth in clients"]
                                   [:div
-                                   [:div {:class      "w-full h-64"
-                                          :id         "client-chart"
-                                          :data-chart (hx/json {:labels ["2 years ago" "1 year ago" "today"],
-                                                                :series [(for [n    [2 1 0]
-                                                                               :let [start (time/plus (time/now) (time/years (- n)))]]
-                                                                           (->> (dc/q '[:find (count ?c)
-                                                                                        :in $
-                                                                                        :where [?c :client/code]]
-                                                                                      (dc/as-of (dc/db conn) (coerce/to-date start)))
-                                                                                first
-                                                                                first))]})}]
-                                   [:script {:lang "javascript"}
-                                    (hiccup/raw
-                                     "new Chartist.Bar('#client-chart', JSON.parse(document.getElementById('client-chart').getAttribute('data-chart')))")]]]])
+                                   [:div.w-full.h-64
+                                    [:canvas.w-full.h-full {:x-data (hx/json {:chart  nil
+                                                                              :labels ["2 years ago" "1 year ago" "today"]
+                                                                              :data   (for [n    [2 1 0]
+                                                                                            :let [start (time/plus (time/now) (time/years (- n)))]]
+                                                                                        (->> (dc/q '[:find (count ?c)
+                                                                                                     :in $
+                                                                                                     :where [?c :client/code]]
+                                                                                                   (dc/as-of (dc/db conn) (coerce/to-date start)))
+                                                                                             first
+                                                                                             first))})
+                                                            :x-init "new Chart($el, {
+                        type: 'bar',
+                        data: {
+                          labels: labels,
+                          datasets: [{
+                            label: 'Clients',
+                            data: data,
+                            borderWidth: 1
+                          }]
+                        },
+                        options: {
+                          responsive: true,
+                          maintainAspectRatio: false,
+                          scales: {
+                            y: {
+                              beginAtZero: true
+                            }
+                          }
+                        }
+                      });"}]]]]])
 
               (com/content-card {:class "w-1/2"}
                                 [:div {:class "flex flex-col px-4 py-3 space-y-3"}
                                  [:div
                                   [:h1.text-2xl.mb-3.font-bold "Changes by hour"]
                                   [:div
-                                   [:div {:class      "w-full h-64"
-                                          :id         "changes"
-                                          :data-chart (hx/json {:labels (for [n (range -24 0)]
-                                                                          (format "%d" n)),
-                                                                :series [(hourly-changes)]})}]
-                                   [:script {:lang "javascript"}
-                                    (hiccup/raw
-                                     "new Chartist.Line('#changes', JSON.parse(document.getElementById('changes').getAttribute('data-chart')))")]]]])])
+                                   [:div.w-full.h-64
+                                    [:canvas.w-full.h-full {:x-data (hx/json {:chart  nil
+                                                                              :labels (for [n (range -24 0)]
+                                                                                        (format "%d" n))
+                                                                              :data   (hourly-changes)})
+                                                            :x-init "new Chart($el, {
+                        type: 'line',
+                        data: {
+                          labels: labels,
+                          datasets: [{
+                            label: 'Changes',
+                            data: data,
+                            borderWidth: 1
+                          }]
+                        },
+                        options: {
+                          responsive: true,
+                          maintainAspectRatio: false,
+                          scales: {
+                            y: {
+                              beginAtZero: true
+                            }
+                          }
+                        }
+                      });"}]]]]])])
    "Admin"))
 
 (def key->handler

src/clj/auto_ap/ssr/admin/import_batch.clj

@@ -35,7 +35,7 @@
                           default-grid-fields-schema)]))
 
 (defn filters [request]
-  [:form {"hx-trigger"         "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form {"hx-trigger"         "datesApplied, change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
           "hx-get"             (bidi/path-for ssr-routes/only-routes
                                               ::route/table)
           "hx-target"          "#entity-table"

src/clj/auto_ap/ssr/auth.clj

@@ -1,12 +1,11 @@
 (ns auto-ap.ssr.auth
   (:require
    [auto-ap.session-version :as session-version]
-   [auto-ap.ssr.components :as com]
    [auto-ap.ssr.hx :as hx]
    [auto-ap.ssr.svg :as svg]
-   [auto-ap.ssr.ui :refer [base-page]]
    [buddy.sign.jwt :as jwt]
    [config.core :refer [env]]
+   [hiccup2.core :as hiccup]
    [hiccup.util :as hu]))
 
 (defn logout [request]
@@ -37,81 +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 {:class "relative w-full h-screen overflow-hidden"}
-      [:div {:class "absolute inset-0"
-             :style "background: linear-gradient(135deg, #7ECDC0 0%, #A8D85C 50%, #7ECDC0 100%);"}]
-      [:div {:class "absolute inset-0"
-             :style "background: radial-gradient(circle at 20% 80%, rgba(255,255,255,0.35) 0%, transparent 50%), radial-gradient(circle at 80% 20%, rgba(255,255,255,0.25) 0%, transparent 40%);"}]
-      [:div {:class "absolute inset-0 flex items-center justify-center"}
-       [:div {:class "animate-slideUp"
-              :style "background: rgba(255,255,255,0.92); backdrop-filter: blur(20px); border-radius: 20px; padding: 40px 36px; width: 340px; box-shadow: 0 25px 80px rgba(0,0,0,0.15); text-align: center;"}
-        [:img {:src "/img/logo-big.png"
-               :style "display: block; margin: 0 auto 24px;"}]
-        [:a {:href (login-url (get (:query-params request) "redirect-to"))
-             :style "display: inline-flex; align-items: center; justify-content: center; gap: 10px; min-width: 224px; height: 44px; padding: 0 24px; border: 1px solid #747775; border-radius: 22px; background: #FFFFFF; text-decoration: none; transition: background-color 200ms ease, box-shadow 200ms ease, transform 150ms ease; cursor: pointer;"
-             :onmouseover "this.style.background='#F5F5F5'; this.style.boxShadow='0 2px 8px rgba(0,0,0,0.08)'; this.style.transform='translateY(-1px)';"
-             :onmouseout "this.style.background='#FFFFFF'; this.style.boxShadow='none'; this.style.transform='translateY(0)';"
-             :onmousedown "this.style.transform='scale(0.98)';"
-             :onmouseup "this.style.transform='translateY(-1px)';"}
-         svg/google-g
-         [:span {:style "font-family: 'Roboto', Arial, sans-serif; font-weight: 500; font-size: 14px; line-height: 20px; color: #1F1F1F; white-space: nowrap;"}
-          "Sign in with Google"]]
-        [:p {:style "margin-top: 16px; font-size: 11px; color: #aaa; margin-bottom: 0;"}
-         "Secure & fast"]]]]]]])
+      [:p.mt-2.text-center.text-xs.text-gray-400
+       "By signing in, you agree to our "
+       [:a.underline.hover:text-gray-600 {:href "/terms"} "Terms of Service"]
+       " and "
+       [:a.underline.hover:text-gray-600 {:href "/privacy"} "Privacy Policy"]]]]]])
 
 (defn login [request]
-  (base-page
-   request
-   (page-contents request)
-
-   "Dashboard"))
+  (login-page (page-contents request)))

src/clj/auto_ap/ssr/components/aside.clj

@@ -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",
@@ -306,6 +304,12 @@
                                 :hx-boost "true"
                                 :hx-include "#transaction-filters"}
                                "Approved")
+                 (when (is-admin? (:identity request))
+                   (menu-button- {:href (bidi/path-for ssr-routes/only-routes
+                                                       ::transaction-routes/external-import-page)
+                                  :active? (= ::transaction-routes/external-import-page (:matched-route request))
+                                  :hx-boost "true"}
+                                 "Import"))
                  (when (can? (:identity request)
                              {:subject :transaction :activity :insights})
                    (menu-button- {:href (bidi/path-for ssr-routes/only-routes

src/clj/auto_ap/ssr/components/card.clj

@@ -14,5 +14,5 @@
   [:section (merge params {:class (hh/add-class " py-3 sm:py-5" (:class params))})
    [:div {:class (:max-w params "max-w-screen-2xl")}
     (into
-     [:div {:class "relative overflow-scroll shadow-md dark:bg-gray-800 sm:rounded-lg border-2 border-gray-200 dark:border-gray-900 bg-white"}]
+     [:div {:class "relative overflow-auto shadow-md dark:bg-gray-800 sm:rounded-lg border-2 border-gray-200 dark:border-gray-900 bg-white"}]
      children)]])

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

@@ -7,7 +7,7 @@
             [clj-time.core :as t]
             [clj-time.periodic :as per]))
 
-(defn date-range-field [{:keys [value id apply-button?]}]
+(defn date-range-field [{:keys [value id]}]
   [:div {:id id}
    (com/field {:label "Date Range"}
               [:div.space-y-4
@@ -17,7 +17,7 @@
                                   (com/button-group-button {:size :small :value "week" :hx-trigger "click"} "Week")
                                   (com/button-group-button {:size :small :value "month" :hx-trigger "click"} "Month")
                                   (com/button-group-button {:size :small :value "year" :hx-trigger "click"} "Year"))]
-               [:div.flex.space-x-1.items-baseline.w-full.justify-start
+               [:div.flex.space-x-1.items-baseline.w-full.justify-start {"@change.stop" ""}
                 (com/date-input {:name        "start-date"
                                  :value       (some-> (:start value)
                                                       (atime/unparse-local atime/normal-date))
@@ -31,9 +31,8 @@
                                  :placeholder "Date"
                                  :size        :small
                                  :class "shrink date-filter-input"})
-                (when apply-button?
-                  (but/button- {:color :secondary
-                                :size :small
-                                :type "button"
-                                "x-on:click" "$dispatch('datesApplied')"}
-                               "Apply"))]])])
+                (but/button- {:color :secondary
+                              :size :small
+                              :type "button"
+                              "x-on:click" "$dispatch('datesApplied')"}
+                             "Apply")]])])

src/clj/auto_ap/ssr/components/inputs.clj

@@ -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)

src/clj/auto_ap/ssr/invoice/import.clj

@@ -56,7 +56,7 @@
     [:div {:id "exact-match-id-tag"}]))
 
 (defn filters [request]
-  [:form#invoice-filters {"hx-trigger"   "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form#invoice-filters {"hx-trigger"   "datesApplied, change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
                           "hx-get"       (bidi/path-for ssr-routes/only-routes
                                                         ::route/import-table)
                           "hx-target"    "#entity-table"

src/clj/auto_ap/ssr/ledger/common.clj

@@ -11,10 +11,10 @@
    [auto-ap.routes.transactions :as transaction-routes]
    [auto-ap.ssr-routes :as ssr-routes]
    [auto-ap.ssr.components :as com]
+   [auto-ap.ssr.components.date-range :as dr]
    [auto-ap.ssr.components.link-dropdown :refer [link-dropdown]]
    [auto-ap.ssr.grid-page-helper :as helper]
    [auto-ap.ssr.hx :as hx]
-   [auto-ap.ssr.pos.common :refer [date-range-field*]]
    [auto-ap.ssr.svg :as svg]
    [auto-ap.ssr.utils
     :refer [clj-date-schema entity-id html-response ref->enum-schema
@@ -31,7 +31,7 @@
 
 (defn exact-match-id* [request]
   (if (nat-int? (:exact-match-id (:query-params request)))
-    [:div {:x-data (hx/json {:exact_match (:exact-match-id (:query-params request))}) :id "exact-match-id-tag"}
+    [:div {:x-data (hx/json {:exact_match (:exact-match-id (:query-params request))}) :id "exact-match-id-tag" :class "filter-trigger"}
      (com/hidden {:name "exact-match-id"
                   "x-model" "exact_match"})
      (com/pill {:color :primary}
@@ -46,13 +46,14 @@
   [:div {:hx-trigger "clientSelected from:body"
          :hx-get (bidi.bidi/path-for ssr-routes/only-routes ::route/bank-account-filter)
          :hx-target "this"
-         :hx-swap "outerHTML"}
+         :hx-swap "outerHTML"
+         :class "filter-trigger"}
    (when (:client request)
      (let [bank-account-belongs-to-client? (get (set (map :db/id (:client/bank-accounts (:client request))))
                                                 (:db/id (:bank-account (:query-params request))))]
        (com/field {:label "Bank Account"}
-                  (com/radio-card {:size    :small
-                                   :name    "bank-account"
+                  (com/radio-card {:size :small
+                                   :name "bank-account"
                                    :value (or (when bank-account-belongs-to-client?
                                                 (:db/id (:bank-account (:query-params request))))
                                               "")
@@ -60,90 +61,96 @@
                                    (into [{:value ""
                                            :content "All"}]
                                          (for [ba (:client/bank-accounts (:client request))]
-                                           {:value   (:db/id ba)
+                                           {:value (:db/id ba)
                                             :content (:bank-account/name ba)}))}))))])
 
 (defn bank-account-filter [request]
   (html-response (bank-account-filter* request)))
 
 (defn filters [request]
-  [:form#ledger-filters {"hx-trigger"   "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
-                         "hx-get"       (bidi/path-for ssr-routes/only-routes
-                                                       ::route/table)
-                         "hx-target"    "#entity-table"
+  [:form#ledger-filters {"hx-trigger" "datesApplied, change delay:500ms from:.filter-trigger, keyup changed from:.hot-filter delay:1000ms"
+                         "hx-get" (bidi/path-for ssr-routes/only-routes
+                                                 ::route/table)
+                         "hx-target" "#entity-table"
                          "hx-indicator" "#entity-table"}
 
    (com/hidden {:name "status"
                 :value (some-> (:status (:query-params request)) name)})
    [:fieldset.space-y-6
     (com/field {:label "Vendor"}
-               (com/typeahead {:name        "vendor"
-                               :id          "vendor"
+               (com/typeahead {:name "vendor"
+                               :id "vendor"
                                :url (bidi/path-for ssr-routes/only-routes :vendor-search)
-                               :value       (:vendor (:query-params request))
+                               :value (:vendor (:query-params request))
                                :value-fn :db/id
-                               :content-fn :vendor/name}))
+                               :content-fn :vendor/name
+                               :class "filter-trigger"}))
     (com/field {:label "Account"}
-               (com/typeahead {:name        "account"
-                               :id          "account"
+               (com/typeahead {:name "account"
+                               :id "account"
                                :url (bidi/path-for ssr-routes/only-routes :account-search)
-                               :value       (:account (:query-params request))
+                               :value (:account (:query-params request))
                                :value-fn :db/id
                                :content-fn #(:account/name (d-accounts/clientize (dc/pull (dc/db conn) d-accounts/default-read (:db/id %))
-                                                                                 (:db/id (:client request))))}))
+                                                                                 (:db/id (:client request))))
+                               :class "filter-trigger"}))
 
     (bank-account-filter* request)
 
-    (date-range-field* request)
+    (dr/date-range-field {:value {:start (:start-date (:query-params request))
+                                  :end (:end-date (:query-params request))}
+                          :id "date-range"
+                          :apply-button? true})
     (com/field {:label "Invoice #"}
-               (com/text-input {:name        "invoice-number"
-                                :id          "invoice-number"
-                                :class       "hot-filter"
-                                :value       (:invoice-number (:query-params request))
+               (com/text-input {:name "invoice-number"
+                                :id "invoice-number"
+                                :class "hot-filter"
+                                :value (:invoice-number (:query-params request))
                                 :placeholder "e.g., ABC-456"
-                                :size        :small}))
+                                :size :small}))
 
     (com/field {:label "Account Code"}
                [:div.flex.space-x-4.items-baseline
-                (com/int-input {:name        "numeric-code-gte"
-                                :id          "numeric-code-gte"
+                (com/int-input {:name "numeric-code-gte"
+                                :id "numeric-code-gte"
                                 :hx-preserve "true"
-                                :class       "hot-filter  w-20"
-                                :value       (:numeric-code-gte (:query-params request))
+                                :class "hot-filter  w-20"
+                                :value (:numeric-code-gte (:query-params request))
                                 :placeholder "40000"
-                                :size        :small})
+                                :size :small})
                 [:div.align-baseline
                  "to"]
-                (com/int-input {:name        "numeric-code-lte"
+                (com/int-input {:name "numeric-code-lte"
                                 :hx-preserve "true"
-                                :id          "numeric-code-lte"
-                                :class       "hot-filter w-20"
-                                :value       (:numeric-code-lte (:query-params request))
+                                :id "numeric-code-lte"
+                                :class "hot-filter w-20"
+                                :value (:numeric-code-lte (:query-params request))
                                 :placeholder "50000"
-                                :size        :small})])
+                                :size :small})])
 
     (com/field {:label "Amount"}
                [:div.flex.space-x-4.items-baseline
-                (com/money-input {:name        "amount-gte"
-                                  :id          "amount-gte"
+                (com/money-input {:name "amount-gte"
+                                  :id "amount-gte"
                                   :hx-preserve "true"
-                                  :class       "hot-filter  w-20"
-                                  :value       (:amount-gte (:query-params request))
+                                  :class "hot-filter  w-20"
+                                  :value (:amount-gte (:query-params request))
                                   :placeholder "0.01"
-                                  :size        :small})
+                                  :size :small})
                 [:div.align-baseline
                  "to"]
-                (com/money-input {:name        "amount-lte"
+                (com/money-input {:name "amount-lte"
                                   :hx-preserve "true"
-                                  :id          "amount-lte"
-                                  :class       "hot-filter w-20"
-                                  :value       (:amount-lte (:query-params request))
+                                  :id "amount-lte"
+                                  :class "hot-filter w-20"
+                                  :value (:amount-lte (:query-params request))
                                   :placeholder "9999.34"
-                                  :size        :small})])
-    [:div.mt-4  {:x-data (hx/json {:onlyUnbalanced (:only-unbalanced (:query-params request))})}
+                                  :size :small})])
+    [:div.mt-4 {:x-data (hx/json {:onlyUnbalanced (:only-unbalanced (:query-params request))})}
      (com/hidden {:name "only-unbalanced"
                   ":value" "onlyUnbalanced ? 'on' : ''"})
      (com/checkbox {:value (:only-unbalanced (:query-params request))
+                    :class "filter-trigger"
                     :x-model "onlyUnbalanced"}
                    "Show unbalanced")]
     (exact-match-id* request)]])
@@ -184,12 +191,12 @@
         args query-params
         query
         (if (:exact-match-id args)
-          {:query {:find  '[?e]
-                   :in    '[$ ?e [?c ...]]
+          {:query {:find '[?e]
+                   :in '[$ ?e [?c ...]]
                    :where '[[?e :journal-entry/client ?c]]}
-           :args  [db
-                   (:exact-match-id args)
-                   valid-clients]}
+           :args [db
+                  (:exact-match-id args)
+                  valid-clients]}
           (cond-> {:query {:find []
                            :in ['$ '[?clients ?start ?end]]
                            :where '[[(iol-ion.query/scan-ledger $ ?clients ?start ?end) [[?e _ ?sort-default] ...]]]}
@@ -202,28 +209,28 @@
             (merge-query {:query {:where ['(not [?e :journal-entry/original-entity])]}})
 
             (seq (:external-id-like args))
-            (merge-query {:query {:in    ['?external-id-like]
+            (merge-query {:query {:in ['?external-id-like]
                                   :where ['[?e :journal-entry/external-id ?external-id]
                                           '[(.contains ^String ?external-id ?external-id-like)]]}
-                          :args  [(:external-id-like args)]})
+                          :args [(:external-id-like args)]})
 
             (seq (:source args))
-            (merge-query {:query {:in    ['?source]
+            (merge-query {:query {:in ['?source]
                                   :where ['[?e :journal-entry/source ?source]]}
-                          :args  [(:source args)]})
+                          :args [(:source args)]})
             (:external? route-params)
             (merge-query {:query {:where ['[?e :journal-entry/external-id]]}})
 
             (:vendor args)
-            (merge-query {:query {:in    ['?vendor-id]
+            (merge-query {:query {:in ['?vendor-id]
                                   :where ['[?e :journal-entry/vendor ?vendor-id]]}
-                          :args  [(:db/id (:vendor args))]})
+                          :args [(:db/id (:vendor args))]})
 
             (:invoice-number args)
-            (merge-query {:query {:in    ['?invoice-number]
+            (merge-query {:query {:in ['?invoice-number]
                                   :where ['[?e :journal-entry/original-entity ?oe]
                                           '[?oe :invoice/invoice-number ?invoice-number]]}
-                          :args  [(:invoice-number args)]})
+                          :args [(:invoice-number args)]})
 
             (or (:numeric-code-lte args)
                 (:numeric-code-gte args)
@@ -235,77 +242,77 @@
 
             (or (:numeric-code-gte args)
                 (:numeric-code-lte args))
-            (merge-query {:query {:in    '[?from-numeric-code ?to-numeric-code]
+            (merge-query {:query {:in '[?from-numeric-code ?to-numeric-code]
                                   :where ['[?li :journal-entry-line/account ?a]
                                           '(or-join [?a ?c]
                                                     [?a :account/numeric-code ?c]
                                                     [?a :bank-account/numeric-code ?c])
                                           '[(>= ?c ?from-numeric-code)]
                                           '[(<= ?c ?to-numeric-code)]]}
-                          :args  [(or (:numeric-code-gte args) 0) (or (:numeric-code-lte args) 99999)]})
+                          :args [(or (:numeric-code-gte args) 0) (or (:numeric-code-lte args) 99999)]})
 
             (seq (:numeric-code args))
-            (merge-query {:query {:in    '[[[?from-numeric-code ?to-numeric-code] ...]]
+            (merge-query {:query {:in '[[[?from-numeric-code ?to-numeric-code] ...]]
                                   :where ['[?li :journal-entry-line/account ?a]
                                           '(or-join [?a ?c]
                                                     [?a :account/numeric-code ?c]
                                                     [?a :bank-account/numeric-code ?c])
                                           '[(>= ?c ?from-numeric-code)]
                                           '[(<= ?c ?to-numeric-code)]]}
-                          :args  [(map (juxt :from :to) (:numeric-code args))]})
+                          :args [(map (juxt :from :to) (:numeric-code args))]})
             (seq (:account args))
-            (merge-query {:query {:in    ['?a3]
+            (merge-query {:query {:in ['?a3]
                                   :where ['[?li :journal-entry-line/account ?a3]]}
-                          :args  [(:db/id (:account args))]})
+                          :args [(:db/id (:account args))]})
 
             (:amount-gte args)
-            (merge-query {:query {:in    ['?amount-gte]
+            (merge-query {:query {:in ['?amount-gte]
                                   :where ['[?e :journal-entry/amount ?a]
                                           '[(>= ?a ?amount-gte)]]}
-                          :args  [(:amount-gte args)]})
+                          :args [(:amount-gte args)]})
 
             (:amount-lte args)
-            (merge-query {:query {:in    ['?amount-lte]
+            (merge-query {:query {:in ['?amount-lte]
                                   :where ['[?e :journal-entry/amount ?a]
                                           '[(<= ?a ?amount-lte)]]}
-                          :args  [(:amount-lte args)]})
+                          :args [(:amount-lte args)]})
 
             (:db/id (:bank-account args))
-            (merge-query {:query {:in    ['?a]
+            (merge-query {:query {:in ['?a]
                                   :where ['[?li :journal-entry-line/account ?a]]}
-                          :args  [(:db/id (:bank-account args))]})
+                          :args [(:db/id (:bank-account args))]})
 
             (:account-id args)
-            (merge-query {:query {:in    ['?a2]
+            (merge-query {:query {:in ['?a2]
                                   :where ['[?e :journal-entry/line-items ?li2]
                                           '[?li2 :journal-entry-line/account ?a2]]}
-                          :args  [(:account-id args)]})
+                          :args [(:account-id args)]})
 
             (not-empty (:location args))
-            (merge-query {:query {:in    ['?location]
+            (merge-query {:query {:in ['?location]
                                   :where ['[?li :journal-entry-line/location ?location]]}
-                          :args  [(:location args)]})
+                          :args [(:location args)]})
 
             (not-empty (:locations args))
-            (merge-query {:query {:in    ['[?location ...]]
+            (merge-query {:query {:in ['[?location ...]]
                                   :where ['[?li :journal-entry-line/location ?location]]}
-                          :args  [(:locations args)]})
+                          :args [(:locations args)]})
 
-            (:sort args) (add-sorter-fields {"client"      ['[?e :journal-entry/client ?c]
-                                                            '[?c :client/name ?sort-client]]
-                                             "date"        ['[?e :journal-entry/date ?sort-date]]
-                                             "vendor"      '[(or-join  [?e ?sort-vendor]
-                                                                       (and
-                                                                        [?e :journal-entry/vendor ?v]
-                                                                        [?v :vendor/name ?sort-vendor])
-                                                                       (and [(missing?  $ ?e :journal-entry/vendor)]
-                                                                            [(ground "") ?sort-vendor]))]
-                                             "amount"      ['[?e :journal-entry/amount ?sort-amount]]
+            (:sort args) (add-sorter-fields {"client" ['[?e :journal-entry/client ?c]
+                                                       '[?c :client/name ?sort-client]]
+                                             "date" ['[?e :journal-entry/date ?sort-date]]
+                                             "vendor" '[(or-join [?e ?sort-vendor]
+                                                                 (and
+                                                                  [?e :journal-entry/vendor ?v]
+                                                                  [?v :vendor/name ?sort-vendor])
+                                                                 (and [(missing? $ ?e :journal-entry/vendor)]
+                                                                      [(ground "") ?sort-vendor]))]
+                                             "amount" ['[?e :journal-entry/amount ?sort-amount]]
                                              "external-id" ['[?e :journal-entry/external-id ?sort-external-id]]
-                                             "source"      '[(or-join [?e ?sort-source]
-                                                                      [?e :journal-entry/source ?sort-source]
-                                                                      (and [(missing?  $ ?e :journal-entry/source)]
-                                                                           [(ground "") ?sort-source]))]}
+                                             "source" '[(or-join [?e ?sort-source]
+                                                                 [?e :journal-entry/source ?sort-source]
+                                                                 (and [(missing? $ ?e :journal-entry/source)]
+                                                                      [(ground "") ?sort-source]))]}
                                             args)
 
             true
@@ -334,11 +341,11 @@
     :journal-entry/external-id
     :db/id
     [:journal-entry/date :xform clj-time.coerce/from-date]
-    {:journal-entry/vendor  [:vendor/name :db/id]
+    {:journal-entry/vendor [:vendor/name :db/id]
      :journal-entry/original-entity [:invoice/invoice-number
                                      :invoice/source-url
                                      :transaction/description-original :db/id]
-     :journal-entry/client     [:client/name :client/code :db/id]
+     :journal-entry/client [:client/name :client/code :db/id]
      :journal-entry/line-items [:journal-entry-line/debit
                                 :journal-entry-line/location
                                 :journal-entry-line/running-balance
@@ -362,8 +369,8 @@
 (defn sum-outstanding [ids]
 
   (->>
-   (dc/q {:find  ['?id '?o]
-          :in    ['$ '[?id ...]]
+   (dc/q {:find ['?id '?o]
+          :in ['$ '[?id ...]]
           :where ['[?id :invoice/outstanding-balance ?o]]}
          (dc/db conn)
          ids)
@@ -375,8 +382,8 @@
 (defn sum-total-amount [ids]
 
   (->>
-   (dc/q {:find  ['?id '?o]
-          :in    ['$ '[?id ...]]
+   (dc/q {:find ['?id '?o]
+          :in ['$ '[?id ...]]
           :where ['[?id :invoice/total ?o]]}
          (dc/db conn)
          ids)
@@ -386,7 +393,7 @@
     0.0)))
 
 (defn fetch-page [request]
-  (let [db                                           (dc/db conn)
+  (let [db (dc/db conn)
         {ids-to-retrieve :ids matching-count :count
          all-ids :all-ids} (fetch-ids db request)]
 
@@ -410,12 +417,12 @@
         (if account-name
           [:div {:x-tooltip (hx/json (str "Running Balance: " (some->> (:journal-entry-line/running-balance jel)
                                                                        (format "$%,.2f"))))}
-           [:div.text-left.underline.cursor-pointer  {:x-ref "source"}
+           [:div.text-left.underline.cursor-pointer {:x-ref "source"}
             (:journal-entry-line/location jel) ": "
             (or (:account/numeric-code account) (:bank-account/numeric-code account))
             " - " account-name]]
           [:div.text-left (com/pill {:color :yellow} "Unassigned")])
-        [:div.text-right.text-underline  (format "$%,.2f" (key jel))]))
+        [:div.text-right.text-underline (format "$%,.2f" (key jel))]))
 
      (when-not (= 1 (count lines))
        [:div.col-span-2 (com/pill {:color :primary} "Total: " (->> lines
@@ -443,9 +450,9 @@
                                                [:to nat-int?]]]]]
                             [:numeric-code-gte {:optional true} [:maybe nat-int?]]
                             [:numeric-code-lte {:optional true} [:maybe nat-int?]]
-                            [:vendor {:optional true :default nil} [:maybe  [:entity-map {:pull [:db/id :vendor/name]}]]]
-                            [:bank-account {:optional true :default nil} [:maybe  [:entity-map {:pull [:db/id :bank-account/name]}]]]
-                            [:account {:optional true :default nil} [:maybe  [:entity-map {:pull [:db/id :account/name]}]]]
+                            [:vendor {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :vendor/name]}]]]
+                            [:bank-account {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :bank-account/name]}]]]
+                            [:account {:optional true :default nil} [:maybe [:entity-map {:pull [:db/id :account/name]}]]]
                             [:check-number {:optional true} [:maybe [:string {:decode/string strip}]]]
                             [:invoice-number {:optional true} [:maybe [:string {:decode/string strip}]]]
                             [:status {:optional true} [:maybe (ref->enum-schema "invoice-status")]]
@@ -459,17 +466,20 @@
                              [:maybe clj-date-schema]]]]))
 
 (def grid-page
-  (helper/build {:id                 "entity-table"
-                 :nav                com/main-aside-nav
+  (helper/build {:id "entity-table"
+                 :nav com/main-aside-nav
                  :check-boxes? true
                  :check-box-warning? (fn [e]
                                        (some? (:invoice/scheduled-payment e)))
-                 :page-specific-nav  filters
-                 :fetch-page         fetch-page
+                 :page-specific-nav filters
+                 :fetch-page fetch-page
                  :oob-render
                  (fn [request]
-                   [(assoc-in (date-range-field* request) [1 :hx-swap-oob] true)
-                    (assoc-in (exact-match-id* request)  [1 :hx-swap-oob] true)])
+                   [(assoc-in (dr/date-range-field {:value {:start (:start-date (:query-params request))
+                                                            :end (:end-date (:query-params request))}
+                                                    :id "date-range"
+                                                    :apply-button? true}) [1 :hx-swap-oob] true)
+                    (assoc-in (exact-match-id* request) [1 :hx-swap-oob] true)])
                  :query-schema query-schema
                  :action-buttons (fn [request]
                                    [(when-not (:external? (:route-params request)) (com/button {:color :primary
@@ -485,7 +495,7 @@
                                                      :hx-confirm "Are you sure you want to void this invoice?"}
                                                     svg/trash))
                                  (when (and (can? (:identity request) {:subject :invoice :activity :edit})
-                                            (#{:invoice-status/unpaid  :invoice-status/paid} (:invoice/status entity)))
+                                            (#{:invoice-status/unpaid :invoice-status/paid} (:invoice/status entity)))
                                    (com/icon-button {:hx-put (bidi/path-for ssr-routes/only-routes
                                                                             ::route/edit-wizard
                                                                             :db/id (:db/id entity))}
@@ -497,14 +507,14 @@
                                                                             :db/id (:db/id entity))}
                                                     svg/undo))])
 
-                 :breadcrumbs        [[:a {:href (bidi/path-for ssr-routes/only-routes ::route/page)}
-                                       "Ledger"]]
-                 :title       (fn [r]
-                                (str
-                                 (some-> r :route-params :status name str/capitalize (str " "))
-                                 "Register"))
+                 :breadcrumbs [[:a {:href (bidi/path-for ssr-routes/only-routes ::route/page)}
+                                "Ledger"]]
+                 :title (fn [r]
+                          (str
+                           (some-> r :route-params :status name str/capitalize (str " "))
+                           "Register"))
                  :entity-name "register"
-                 :route       ::route/table
+                 :route ::route/table
                  :csv-route ::route/csv
                  :break-table (fn [request entity]
                                 (cond
@@ -521,102 +531,102 @@
                                        (for [je journal-entries
                                              jel (:journal-entry/line-items je)]
                                          (merge jel je)))
-                 :headers     [{:key      "id"
-                                :name     "Id"
-                                :render-csv :db/id
-                                :render-for #{:csv}}
-                               {:key      "client"
-                                :name     "Client"
-                                :sort-key "client"
-                                :hide?    (fn [args]
-                                            (and (= (count (:clients args)) 1)
-                                                 (= 1 (count (:client/locations (:client args))))))
-                                :render   (fn [x] [:div.flex.items-center.gap-2 (-> x :journal-entry/client :client/name)])
-                                :render-csv (fn [x] (-> x :journal-entry/client :client/name))}
+                 :headers [{:key "id"
+                            :name "Id"
+                            :render-csv :db/id
+                            :render-for #{:csv}}
+                           {:key "client"
+                            :name "Client"
+                            :sort-key "client"
+                            :hide? (fn [args]
+                                     (and (= (count (:clients args)) 1)
+                                          (= 1 (count (:client/locations (:client args))))))
+                            :render (fn [x] [:div.flex.items-center.gap-2 (-> x :journal-entry/client :client/name)])
+                            :render-csv (fn [x] (-> x :journal-entry/client :client/name))}
 
-                               {:key      "vendor"
-                                :name     "Vendor"
-                                :sort-key "vendor"
-                                :render   (fn [e] (or (-> e :journal-entry/vendor :vendor/name)
-                                                      [:span.italic.text-gray-400 (-> e :journal-entry/alternate-description)]))
-                                :render-csv   (fn [e] (or (-> e :journal-entry/vendor :vendor/name)
-                                                          (-> e :journal-entry/alternate-description)))}
-                               {:key      "source"
-                                :name     "Source"
-                                :sort-key "source"
-                                :hide?    (fn [args]
-                                            (not (:external? (:route-params args))))
-                                :render   :journal-entry/source
-                                :render-csv :journal-entry/source}
-                               {:key      "external-id"
-                                :name     "External Id"
-                                :sort-key "external-id"
-                                :class "max-w-[12rem]"
-                                :hide?    (fn [args]
-                                            (not (:external? (:route-params args))))
-                                :render   (fn [x] [:p.truncate (:journal-entry/external-id x)])
-                                :render-csv :journal-entry/external-id}
-                               {:key           "date"
-                                :sort-key "date"
-                                :name          "Date"
-                                :show-starting "lg"
-                                :render        (fn [{:journal-entry/keys [date]}]
-                                                 (some-> date (atime/unparse-local atime/normal-date)))}
-                               {:key           "amount"
-                                :sort-key "amount"
-                                :name          "Amount"
-                                :show-starting "lg"
-                                :render        (fn [{:journal-entry/keys [amount]}]
-                                                 (some->> amount
-                                                          (format "$%,.2f")))}
-                               {:key           "account"
-                                :name          "Account"
-                                :sort-key "account"
-                                :class "text-right"
-                                :render-csv #(or (-> % :journal-entry-line/account :account/name)
-                                                 (-> % :journal-entry-line/account :bank-account/name))
-                                :render-for #{:csv}}
-                               {:key           "debit"
-                                :name          "Debit"
-                                :class "text-right"
-                                :render        (partial render-lines :journal-entry-line/debit)
-                                :render-csv :journal-entry-line/debit}
+                           {:key "vendor"
+                            :name "Vendor"
+                            :sort-key "vendor"
+                            :render (fn [e] (or (-> e :journal-entry/vendor :vendor/name)
+                                                [:span.italic.text-gray-400 (-> e :journal-entry/alternate-description)]))
+                            :render-csv (fn [e] (or (-> e :journal-entry/vendor :vendor/name)
+                                                    (-> e :journal-entry/alternate-description)))}
+                           {:key "source"
+                            :name "Source"
+                            :sort-key "source"
+                            :hide? (fn [args]
+                                     (not (:external? (:route-params args))))
+                            :render :journal-entry/source
+                            :render-csv :journal-entry/source}
+                           {:key "external-id"
+                            :name "External Id"
+                            :sort-key "external-id"
+                            :class "max-w-[12rem]"
+                            :hide? (fn [args]
+                                     (not (:external? (:route-params args))))
+                            :render (fn [x] [:p.truncate (:journal-entry/external-id x)])
+                            :render-csv :journal-entry/external-id}
+                           {:key "date"
+                            :sort-key "date"
+                            :name "Date"
+                            :show-starting "lg"
+                            :render (fn [{:journal-entry/keys [date]}]
+                                      (some-> date (atime/unparse-local atime/normal-date)))}
+                           {:key "amount"
+                            :sort-key "amount"
+                            :name "Amount"
+                            :show-starting "lg"
+                            :render (fn [{:journal-entry/keys [amount]}]
+                                      (some->> amount
+                                               (format "$%,.2f")))}
+                           {:key "account"
+                            :name "Account"
+                            :sort-key "account"
+                            :class "text-right"
+                            :render-csv #(or (-> % :journal-entry-line/account :account/name)
+                                             (-> % :journal-entry-line/account :bank-account/name))
+                            :render-for #{:csv}}
+                           {:key "debit"
+                            :name "Debit"
+                            :class "text-right"
+                            :render (partial render-lines :journal-entry-line/debit)
+                            :render-csv :journal-entry-line/debit}
 
-                               {:key           "credit"
-                                :name          "Credit"
-                                :class "text-right"
-                                :render        (partial render-lines :journal-entry-line/credit)
-                                :render-csv :journal-entry-line/credit}
+                           {:key "credit"
+                            :name "Credit"
+                            :class "text-right"
+                            :render (partial render-lines :journal-entry-line/credit)
+                            :render-csv :journal-entry-line/credit}
 
-                               {:key           "links"
-                                :name          "Links"
-                                :show-starting "lg"
-                                :class "w-8"
-                                :render        (fn [i]
-                                                 (link-dropdown
-                                                  (cond-> []
-                                                    (-> i :journal-entry/original-entity :invoice/invoice-number)
-                                                    (conj
-                                                     {:link (hu/url (bidi/path-for ssr-routes/only-routes
-                                                                                   ::invoice-route/all-page)
-                                                                    {:exact-match-id (:db/id (:journal-entry/original-entity i))})
-                                                      :color :primary
-                                                      :content (format "Invoice '%s'" (-> i :journal-entry/original-entity :invoice/invoice-number))})
-                                                    (-> i :journal-entry/original-entity :invoice/source-url)
-                                                    {:link  (-> i :journal-entry/original-entity :invoice/source-url)
-                                                     :color :secondary
-                                                     :content (str "File")}
+                           {:key "links"
+                            :name "Links"
+                            :show-starting "lg"
+                            :class "w-8"
+                            :render (fn [i]
+                                      (link-dropdown
+                                       (cond-> []
+                                         (-> i :journal-entry/original-entity :invoice/invoice-number)
+                                         (conj
+                                          {:link (hu/url (bidi/path-for ssr-routes/only-routes
+                                                                        ::invoice-route/all-page)
+                                                         {:exact-match-id (:db/id (:journal-entry/original-entity i))})
+                                           :color :primary
+                                           :content (format "Invoice '%s'" (-> i :journal-entry/original-entity :invoice/invoice-number))})
+                                         (-> i :journal-entry/original-entity :invoice/source-url)
+                                         {:link (-> i :journal-entry/original-entity :invoice/source-url)
+                                          :color :secondary
+                                          :content (str "File")}
 
-                                                    (-> i :journal-entry/original-entity :transaction/description-original)
-                                                    (conj
-                                                     {:link (hu/url (bidi/path-for ssr-routes/only-routes
-                                                                                   ::transaction-routes/all-page)
-                                                                    {:exact-match-id (:db/id (:journal-entry/original-entity i))})
-                                                      :color :primary
-                                                      :content (format "Transaction '%s'" (-> i :journal-entry/original-entity :transaction/description-original))})
-                                                    (-> i :journal-entry/memo)
-                                                    (conj {:color :secondary
-                                                           :content (str "Memo: " (:journal-entry/memo i))}))))
-                                :render-for #{:html}}]}))
+                                         (-> i :journal-entry/original-entity :transaction/description-original)
+                                         (conj
+                                          {:link (hu/url (bidi/path-for ssr-routes/only-routes
+                                                                        ::transaction-routes/all-page)
+                                                         {:exact-match-id (:db/id (:journal-entry/original-entity i))})
+                                           :color :primary
+                                           :content (format "Transaction '%s'" (-> i :journal-entry/original-entity :transaction/description-original))})
+                                         (-> i :journal-entry/memo)
+                                         (conj {:color :secondary
+                                                :content (str "Memo: " (:journal-entry/memo i))}))))
+                            :render-for #{:html}}]}))
 
 (def row* (partial helper/row* grid-page))

src/clj/auto_ap/ssr/payments.clj

@@ -53,7 +53,7 @@
     [:div {:id "exact-match-id-tag"}]))
 
 (defn filters [request]
-  [:form#payment-filters {"hx-trigger"   "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form#payment-filters {"hx-trigger"   "datesApplied, change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
                           "hx-get"       (bidi/path-for ssr-routes/only-routes
                                                         ::route/table)
                           "hx-target"    "#entity-table"

src/clj/auto_ap/ssr/pos/cash_drawer_shifts.clj

@@ -29,7 +29,7 @@
                           default-grid-fields-schema)]))
 
 (defn filters [params]
-  [:form {"hx-trigger" "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form {"hx-trigger" "datesApplied, change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
           "hx-get" (bidi/path-for ssr-routes/only-routes
                                   :pos-cash-drawer-shift-table)
           "hx-target" "#cash-drawer-shift-table"

src/clj/auto_ap/ssr/pos/expected_deposits.clj

@@ -34,7 +34,7 @@
                           default-grid-fields-schema)]))
 
 (defn filters [request]
-  [:form {"hx-trigger" "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form {"hx-trigger" "datesApplied, change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
           "hx-get" (bidi/path-for ssr-routes/only-routes
                                   :pos-expected-deposit-table)
           "hx-target" "#expected-deposit-table"

src/clj/auto_ap/ssr/pos/refunds.clj

@@ -29,7 +29,7 @@
                            [:client {:optional true :default nil} [:maybe  [:entity-map {:pull [:db/id :client/name]}]]]]
                           default-grid-fields-schema)]))
 (defn filters [request]
-  [:form {"hx-trigger" "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form {"hx-trigger" "datesApplied, change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
           "hx-get" (bidi/path-for ssr-routes/only-routes
                                   :pos-refund-table)
           "hx-target" "#refund-table"

src/clj/auto_ap/ssr/pos/sales_orders.clj

@@ -34,7 +34,7 @@
                           default-grid-fields-schema)]))
 
 (defn filters [request]
-  [:form {"hx-trigger"         "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form {"hx-trigger"         "datesApplied, change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
           "hx-get"             (bidi/path-for ssr-routes/only-routes
                                               :pos-sales-table)
           "hx-target"          "#sales-table"

src/clj/auto_ap/ssr/pos/sales_summaries.clj

@@ -44,7 +44,7 @@
                           default-grid-fields-schema)]))
 
 (defn filters [request]
-  [:form {"hx-trigger" "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form {"hx-trigger" "datesApplied, change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
           "hx-get" (bidi/path-for ssr-routes/only-routes
                                   ::route/table)
           "hx-target" "#entity-table"

src/clj/auto_ap/ssr/pos/tenders.clj

@@ -22,7 +22,7 @@
 ;; always should be fast
 
 (defn filters [request]
-  [:form {"hx-trigger" "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form {"hx-trigger" "datesApplied, change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
           "hx-get" (bidi/path-for ssr-routes/only-routes
                                   :pos-tender-table)
           "hx-target" "#tender-table"

src/clj/auto_ap/ssr/svg.clj

@@ -523,10 +523,9 @@
    [: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-g
-  [:svg {:xmlns "http://www.w3.org/2000/svg", :viewbox "0 0 24 24", :width "20", :height "20"}
-   [:path {:d "M22.56 12.25c0-.78-.07-1.53-.2-2.25H12v4.26h5.92a5.06 5.06 0 0 1-2.2 3.32v2.77h3.57c2.08-1.92 3.28-4.74 3.28-8.1z", :fill "#4285F4"}]
-   [:path {: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", :fill "#34A853"}]
-   [:path {: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", :fill "#FBBC05"}]
-   [:path {: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", :fill "#EA4335"}]
-   [:path {:d "M1.5 12h10.5v3H1.5z", :fill "none"}]])
+(def google
+  [:svg {:viewbox "0 0 24 24", :width "20", :height "20", :xmlns "http://www.w3.org/2000/svg"}
+   [:path {:fill "#4285F4" :d "M22.56 12.25c0-.78-.07-1.53-.2-2.25H12v4.26h5.92c-.26 1.37-1.04 2.53-2.21 3.31v2.77h3.57c2.08-1.92 3.28-4.74 3.28-8.09z"}]
+   [:path {:fill "#34A853" :d "M12 23c2.97 0 5.46-.98 7.28-2.66l-3.57-2.77c-.98.66-2.23 1.06-3.71 1.06-2.86 0-5.29-1.93-6.16-4.53H2.18v2.84C3.99 20.53 7.7 23 12 23z"}]
+   [:path {:fill "#FBBC05" :d "M5.84 14.09c-.22-.66-.35-1.36-.35-2.09s.13-1.43.35-2.09V7.07H2.18C1.43 8.55 1 10.22 1 12s.43 3.45 1.18 4.93l2.85-2.22.81-.62z"}]
+   [:path {:fill "#EA4335" :d "M12 5.38c1.62 0 3.06.56 4.21 1.64l3.15-3.15C17.45 2.09 14.97 1 12 1 7.7 1 3.99 3.47 2.18 7.07l3.66 2.84c.87-2.6 3.3-4.53 6.16-4.53z"}]])

src/clj/auto_ap/ssr/transaction.clj

@@ -19,6 +19,7 @@
                                            grid-page query-schema
                                            wrap-status-from-source]]
    [auto-ap.ssr.transaction.edit :as edit :refer [transaction-account-row*]]
+   [auto-ap.ssr.transaction.import :as t-import]
    [auto-ap.ssr.utils
     :refer [apply-middleware-to-all-handlers entity-id html-response
             many-entity modal-response percentage ref->enum-schema
@@ -101,6 +102,7 @@
 (def key->handler
   (merge edit/key->handler
          bulk-code/key->handler
+         t-import/key->handler
          (apply-middleware-to-all-handlers
           {::route/page              page
            ::route/approved-page (-> page (wrap-implied-route-param :status :transaction-approval-status/approved))

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

@@ -316,7 +316,7 @@
                                             :content (:bank-account/name ba)}))}))))])
 
 (defn filters [request]
-  [:form#transaction-filters {"hx-trigger"   "change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
+  [:form#transaction-filters {"hx-trigger"   "datesApplied, change delay:500ms, keyup changed from:.hot-filter delay:1000ms"
                               "hx-get"       (bidi/path-for ssr-routes/only-routes
                                                             ::route/table)
                               "hx-target"    "#entity-table"

src/clj/auto_ap/ssr/transaction/edit.clj

@@ -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]

src/clj/auto_ap/ssr/transaction/import.clj

@@ -0,0 +1,300 @@
+(ns auto-ap.ssr.transaction.import
+  "SSR manual bank-transaction import. Mirrors the SSR ledger import
+  (auto-ap.ssr.ledger) but accepts the exact master-branch Yodlee
+  positional-column TSV and drives the existing
+  auto-ap.import.transactions engine (via auto-ap.import.manual/import-batch)
+  unchanged. Two-stage flow: paste -> editable review grid -> import."
+  (:require
+   [auto-ap.datomic :refer [conn]]
+   [auto-ap.graphql.utils :refer [assert-admin]]
+   [auto-ap.import.manual :as manual]
+   [auto-ap.import.transactions :as t]
+   [auto-ap.permissions :refer [wrap-must]]
+   [auto-ap.routes.transactions :as route]
+   [auto-ap.routes.utils :refer [wrap-client-redirect-unauthenticated]]
+   [auto-ap.ssr-routes :as ssr-routes]
+   [auto-ap.ssr.components :as com]
+   [auto-ap.ssr.form-cursor :as fc]
+   [auto-ap.ssr.hx :as hx]
+   [auto-ap.ssr.nested-form-params :refer [wrap-nested-form-params]]
+   [auto-ap.ssr.ui :refer [base-page]]
+   [auto-ap.ssr.utils
+    :refer [apply-middleware-to-all-handlers html-response
+            wrap-form-4xx-2 wrap-schema-decode wrap-schema-enforce]]
+   [bidi.bidi :as bidi]
+   [clojure.data.csv :as csv]
+   [clojure.java.io :as io]
+   [clojure.string :as str]
+   [datomic.api :as dc]
+   [malli.core :as mc]
+   [slingshot.slingshot :refer [throw+]]))
+
+;; ---------------------------------------------------------------------------
+;; Parsing (positional Yodlee columns, identical to master)
+;; ---------------------------------------------------------------------------
+
+(defn tsv->rows
+  "Decode a pasted tab-separated Yodlee export into a vector of raw column
+  vectors. Drops the header row (like auto-ap.import.manual/tabulate-data) and
+  skips blank lines. No-op when already decoded."
+  [data]
+  (if (string? data)
+    (with-open [r (io/reader (char-array data))]
+      (into []
+            (comp (drop 1)
+                  (filter (fn [row] (some (fn [c] (seq (str/trim (or c "")))) row))))
+            (csv/read-csv r :separator \tab)))
+    data))
+
+(defn vector->row
+  "Map a raw column vector onto the master positional column keys."
+  [t]
+  (if (vector? t)
+    (into {} (filter first (map vector manual/columns t)))
+    t))
+
+(def parse-form-schema
+  (mc/schema
+   [:map
+    [:table {:min 1
+             :error/message "Paste should contain at least one row to import"
+             :decode/string tsv->rows}
+     [:vector {:coerce? true}
+      [:map {:decode/arbitrary vector->row}
+       [:status {:optional true} [:maybe :string]]
+       [:raw-date {:optional true} [:maybe :string]]
+       [:description-original {:optional true} [:maybe :string]]
+       [:high-level-category {:optional true} [:maybe :string]]
+       [:amount {:optional true} [:maybe :string]]
+       [:bank-account-code {:optional true} [:maybe :string]]
+       [:client-code {:optional true} [:maybe :string]]]]]]))
+
+;; ---------------------------------------------------------------------------
+;; Validation (two-tier, preserving every master validation)
+;; ---------------------------------------------------------------------------
+
+(defn- bank-account-code->client [db]
+  (into {} (dc/q '[:find ?bac ?c
+                   :where
+                   [?c :client/bank-accounts ?ba]
+                   [?ba :bank-account/code ?bac]]
+                 db)))
+
+(defn- bank-account-code->bank-account [db]
+  (into {} (dc/q '[:find ?bac ?ba
+                   :where [?ba :bank-account/code ?bac]]
+                 db)))
+
+(defn warn-message
+  "Map a non-:import engine categorization to a [message :warn] pair, or nil
+  when the row will import cleanly."
+  [action]
+  (case action
+    :extant    ["Already imported — skipped" :warn]
+    :not-ready ["Not ready (before account start date, client locked, or not posted) — skipped" :warn]
+    :suppressed ["Suppressed — skipped" :warn]
+    nil))
+
+(defn classify-table
+  "Given parsed row maps, return {:form-errors {:table {idx [[msg status]...]}}
+  :has-errors? bool}. Hard (fixable) errors come from
+  manual/manual->transaction; warnings come from the engine's own
+  categorize-transaction so the grid preview matches what the import will do."
+  [rows]
+  (let [db            (dc/db conn)
+        client-lookup (bank-account-code->client db)
+        ba-lookup     (bank-account-code->bank-account db)
+        indexed       (map-indexed
+                       (fn [i row]
+                         (assoc (manual/manual->transaction row ba-lookup client-lookup)
+                                ::idx i))
+                       rows)
+        with-ids      (t/apply-synthetic-ids indexed)
+        ba-cache      (atom {})
+        existing-cache (atom {})
+        entries       (->> with-ids
+                           (map (fn [txn]
+                                  (let [idx  (::idx txn)
+                                        hard (mapv (fn [e] [(:info e) :error]) (:errors txn))
+                                        warn (when (and (empty? hard)
+                                                        (:transaction/bank-account txn))
+                                               (let [ba-id (:transaction/bank-account txn)
+                                                     ba    (or (get @ba-cache ba-id)
+                                                               (get (swap! ba-cache assoc ba-id
+                                                                           (dc/pull db t/bank-account-pull ba-id))
+                                                                    ba-id))
+                                                     existing (or (get @existing-cache ba-id)
+                                                                  (get (swap! existing-cache assoc ba-id
+                                                                              (t/get-existing ba-id))
+                                                                       ba-id))]
+                                                 (warn-message (t/categorize-transaction txn ba existing))))]
+                                    [idx (cond-> hard warn (conj warn))])))
+                           (sort-by first))
+        form-errors   {:table (into {} (filter (fn [[_ errs]] (seq errs)) entries))}
+        has-errors?   (boolean (some (fn [[_ errs]] (some (fn [[_ s]] (= :error s)) errs)) entries))]
+    {:form-errors form-errors
+     :has-errors? has-errors?}))
+
+;; ---------------------------------------------------------------------------
+;; Views
+;; ---------------------------------------------------------------------------
+
+(defn- row-badge [errors]
+  (when (seq errors)
+    [:div.p-1.flex.flex-col.gap-1
+     (for [[m s] errors]
+       [:div.text-xs {:class (if (= :error s) "text-red-600" "text-yellow-600")} m])]))
+
+(defn- parsed-banner [request]
+  (let [errs   (->> (:form-errors request) :table vals (mapcat identity))
+        n-err  (count (filter (fn [[_ s]] (= :error s)) errs))
+        n-warn (count (filter (fn [[_ s]] (= :warn s)) errs))
+        n-rows (count (:table (:form-params request)))]
+    [:div.bg-green-50.text-green-700.rounded.p-3.my-2
+     (format "%,d rows parsed. " n-rows)
+     (when (pos? n-err)
+       [:span.text-red-700.font-semibold (format "%d error(s) must be fixed. " n-err)])
+     (when (pos? n-warn)
+       [:span.text-yellow-700.font-semibold (format "%d warning row(s) will be skipped. " n-warn)])]))
+
+(defn external-import-text-form* [request]
+  (fc/start-form
+   (or (:form-params request) {}) (:form-errors request)
+   [:form#parse-form {:hx-post   (bidi/path-for ssr-routes/only-routes ::route/external-import-parse)
+                      :hx-target "#forms"
+                      :hx-swap   "outerHTML"}
+    (fc/with-field :table
+      [:div.flex.flex-col.gap-2
+       (com/errors {:errors (when (string? (fc/field-errors)) (fc/field-errors))})
+       (com/text-area {:name        (fc/field-name)
+                       :rows        6
+                       :class       "w-full font-mono text-xs"
+                       :placeholder "Paste your Yodlee transaction export (tab-separated, including the header row) here"})])
+    (com/button {:color :primary :type "submit"} "Parse")]))
+
+(defn external-import-table-form* [request]
+  (fc/start-form
+   (:form-params request) (:form-errors request)
+   (fc/with-field :table
+     (when (seq (fc/field-value))
+       [:div.mt-4 {:x-data (hx/json {"showTable" true})}
+        (when (:just-parsed? request)
+          (parsed-banner request))
+        [:form {:hx-post      (bidi/path-for ssr-routes/only-routes ::route/external-import-import)
+                :hx-target    "#forms"
+                :hx-swap      "outerHTML"
+                :autocomplete "off"}
+         [:div.flex.gap-4.items-center.my-2
+          (com/checkbox {"@click" "showTable=!showTable"} "Show table")
+          (com/button {:color :primary :type "submit"} "Import")]
+         [:div {:x-show "showTable"}
+          (com/data-grid-card
+           {:id        "transaction-import-data"
+            :route     nil
+            :title     "Transactions to import"
+            :paginate? false
+            :headers   [(com/data-grid-header {} "Date")
+                        (com/data-grid-header {} "Description")
+                        (com/data-grid-header {} "Amount")
+                        (com/data-grid-header {} "Bank Account")
+                        (com/data-grid-header {} "Client")
+                        (com/data-grid-header {} "Status")
+                        (com/data-grid-header {} "")]
+            :rows
+            (fc/cursor-map
+             (fn [_]
+               (let [row-errors (fc/field-errors)]
+                 (com/data-grid-row
+                  {}
+                  (com/data-grid-cell {} (fc/with-field :raw-date
+                                           (com/text-input {:value (fc/field-value) :name (fc/field-name) :class "w-28"})))
+                  (com/data-grid-cell {} (fc/with-field :description-original
+                                           (com/text-input {:value (fc/field-value) :name (fc/field-name)})))
+                  (com/data-grid-cell {} (fc/with-field :amount
+                                           (com/money-input {:value (fc/field-value) :name (fc/field-name) :class "w-28"})))
+                  (com/data-grid-cell {} (fc/with-field :bank-account-code
+                                           (com/text-input {:value (fc/field-value) :name (fc/field-name) :class "w-28"})))
+                  (com/data-grid-cell {} (fc/with-field :client-code
+                                           (com/text-input {:value (fc/field-value) :name (fc/field-name) :class "w-24"})))
+                  (com/data-grid-cell {} [:span.text-xs.text-gray-500 (fc/with-field :status (fc/field-value))])
+                  (com/data-grid-cell {:class "align-top"} (row-badge row-errors))))))}
+           nil)]]]))))
+
+(defn external-import-form* [request]
+  [:div#forms
+   (external-import-text-form* request)
+   (external-import-table-form* request)])
+
+(defn external-import-page [request]
+  (base-page
+   request
+   (com/page {:nav              com/main-aside-nav
+              :client-selection (:client-selection request)
+              :clients          (:clients request)
+              :client           (:client request)
+              :identity         (:identity request)
+              :request          request}
+             (com/breadcrumbs {}
+                              [:a {:href (bidi/path-for ssr-routes/only-routes ::route/page)} "Transactions"]
+                              [:a {:href (bidi/path-for ssr-routes/only-routes ::route/external-import-page)} "Import"])
+             (external-import-form* request))
+   "Import Transactions"))
+
+;; ---------------------------------------------------------------------------
+;; Handlers
+;; ---------------------------------------------------------------------------
+
+(defn external-import-parse [request]
+  (let [{:keys [form-errors]} (classify-table (:table (:form-params request)))]
+    (html-response
+     (external-import-form* (assoc request :form-errors form-errors :just-parsed? true)))))
+
+(defn import-transactions
+  "Validate the (possibly edited) rows. Block the whole batch when any hard
+  error remains; otherwise run the existing import engine on the rows. Returns
+  the engine stats."
+  [request]
+  (assert-admin (:identity request))
+  (let [rows (:table (:form-params request))
+        {:keys [form-errors has-errors?]} (classify-table rows)]
+    (when has-errors?
+      (throw+ {:type :field-validation
+               :form-errors form-errors
+               :form-params (:form-params request)}))
+    (let [user (or (:user/name (:identity request))
+                   (:user (:identity request))
+                   "SSR import")]
+      (manual/import-batch rows user))))
+
+(defn external-import-import [request]
+  (let [stats (import-transactions request)
+        imported   (:import-batch/imported stats 0)
+        extant     (:import-batch/extant stats 0)
+        not-ready  (:import-batch/not-ready stats 0)
+        errored    (+ (:import-batch/error stats 0) (:failed-validation stats 0))]
+    (html-response
+     (external-import-form* (assoc request :form-params {} :form-errors {}))
+     :headers {"hx-trigger"
+               (hx/json {"notification"
+                         (format "%d imported, %d already imported, %d not ready, %d errored."
+                                 imported extant not-ready errored)})})))
+
+;; ---------------------------------------------------------------------------
+;; Routing
+;; ---------------------------------------------------------------------------
+
+(def key->handler
+  (apply-middleware-to-all-handlers
+   {::route/external-import-page  external-import-page
+    ::route/external-import-parse (-> external-import-parse
+                                      (wrap-schema-enforce :form-schema parse-form-schema)
+                                      (wrap-form-4xx-2 external-import-parse)
+                                      (wrap-schema-decode :form-schema parse-form-schema))
+    ::route/external-import-import (-> external-import-import
+                                       (wrap-schema-enforce :form-schema parse-form-schema)
+                                       (wrap-form-4xx-2 external-import-parse)
+                                       (wrap-nested-form-params))}
+   (fn [h]
+     (-> h
+         (wrap-must {:activity :import :subject :transaction})
+         (wrap-client-redirect-unauthenticated)))))

src/clj/auto_ap/ssr/ui.clj

@@ -23,8 +23,6 @@
      [:title (str "Integreat | " page-name)]
      [:link {:href "/css/font.min.css", :rel "stylesheet"}]
      [:link {:rel "icon" :type "image/png" :href "/favicon.png"}]
-     [:link {:rel "stylesheet" :href "//cdn.jsdelivr.net/chartist.js/latest/chartist.min.css"}]
-     [:script {:src "//cdn.jsdelivr.net/chartist.js/latest/chartist.min.js"}]
      [:link {:rel "stylesheet", :href "/output.css"}]
      [:script {:src "https://cdn.plaid.com/link/v2/stable/link-initialize.js"}]
      [:script {:src "https://cdn.jsdelivr.net/npm/@ryangjchandler/alpine-tooltip@1.x.x/dist/cdn.min.js" :defer true}]

src/clj/dev_mcp.clj

@@ -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))

src/clj/user.clj

@@ -84,24 +84,24 @@
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn load-accounts [conn]
   (let [[header & rows] (-> "master-account-list.csv" (io/resource) io/input-stream (BOMInputStream.) (io/reader) csv/read-csv)
-        code->existing-account (by :account/numeric-code (map first (dc/q {:find  ['(pull ?e [:account/numeric-code
-                                                                                              :db/id])]
-                                                                           :in    ['$]
+        code->existing-account (by :account/numeric-code (map first (dc/q {:find ['(pull ?e [:account/numeric-code
+                                                                                             :db/id])]
+                                                                           :in ['$]
                                                                            :where ['[?e :account/name]]}
                                                                           (dc/db conn))))
 
         also-merge-txes (fn [also-merge old-account-id]
                           (if old-account-id
                             (let [[sunset-account]
-                                  (first (dc/q {:find  ['?a]
-                                                :in    ['$ '?ac]
+                                  (first (dc/q {:find ['?a]
+                                                :in ['$ '?ac]
                                                 :where ['[?a :account/numeric-code ?ac]]}
                                                (dc/db conn) also-merge))]
                               (into (mapv
                                      (fn [[entity id _]]
                                        [:db/add entity id old-account-id])
-                                     (dc/q {:find  ['?e '?id '?a]
-                                            :in    ['$ '?ac]
+                                     (dc/q {:find ['?e '?id '?a]
+                                            :in ['$ '?ac]
                                             :where ['[?a :account/numeric-code ?ac]
                                                     '[?e ?at ?a]
                                                     '[?at :db/ident ?id]]}
@@ -112,7 +112,7 @@
 
         txes (transduce
               (comp
-               (map (fn ->map  [r]
+               (map (fn ->map [r]
                       (into {} (map vector header r))))
                (map (fn parse-map [r]
                       {:old-account-id (:db/id (code->existing-account
@@ -160,8 +160,8 @@
 
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn find-bad-accounts []
-  (set (map second (dc/q {:find  ['(pull ?x [*]) '?z]
-                          :in    ['$]
+  (set (map second (dc/q {:find ['(pull ?x [*]) '?z]
+                          :in ['$]
                           :where ['[?e :account/numeric-code ?z]
                                   '[(<= ?z 9999)]
                                   '[?x ?a ?e]]}
@@ -177,8 +177,8 @@
                          [:db/retractEntity old-account-id])))
                  conj
                  []
-                 (dc/q {:find  ['?e]
-                        :in    ['$]
+                 (dc/q {:find ['?e]
+                        :in ['$]
                         :where ['[?e :account/numeric-code ?z]
                                 '[(<= ?z 9999)]]}
                        (dc/db conn)))))
@@ -192,27 +192,27 @@
     (fn [acc [e z]]
       (update acc z conj e))
     {}
-    (dc/q {:find  ['?e '?z]
-           :in    ['$]
+    (dc/q {:find ['?e '?z]
+           :in ['$]
            :where ['[?e :account/numeric-code ?z]]}
           (dc/db conn)))))
 
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn customize-accounts [customer filename]
   (let [[_ & rows] (-> filename (io/resource) io/input-stream (BOMInputStream.) (io/reader) csv/read-csv)
-        [client-id] (first (dc/q (-> {:find  ['?e]
-                                      :in    ['$ '?z]
+        [client-id] (first (dc/q (-> {:find ['?e]
+                                      :in ['$ '?z]
                                       :where [['?e :client/code '?z]]}
                                      (dc/db conn) customer)))
-        code->existing-account (by :account/numeric-code (map first (dc/q {:find  ['(pull ?e [:account/numeric-code
-                                                                                              {:account/applicability [:db/ident]}
-                                                                                              :db/id])]
-                                                                           :in    ['$]
+        code->existing-account (by :account/numeric-code (map first (dc/q {:find ['(pull ?e [:account/numeric-code
+                                                                                             {:account/applicability [:db/ident]}
+                                                                                             :db/id])]
+                                                                           :in ['$]
                                                                            :where ['[?e :account/name]]}
                                                                           (dc/db conn))))
 
-        existing-account-overrides (dc/q {:find  ['?e]
-                                          :in    ['$ '?client-id]
+        existing-account-overrides (dc/q {:find ['?e]
+                                          :in ['$ '?client-id]
                                           :where [['?e :account-client-override/client '?client-id]]}
                                          (dc/db conn) client-id)
 
@@ -276,8 +276,8 @@
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn fix-transactions-without-locations [client-code location]
   (->>
-   (dc/q {:find  ['(pull ?e [*])]
-          :in    ['$ '?client-code]
+   (dc/q {:find ['(pull ?e [*])]
+          :in ['$ '?client-code]
           :where ['[?e :transaction/accounts ?ta]
                   '[?e :transaction/matched-rule]
                   '[?e :transaction/approval-status :transaction-approval-status/approved]
@@ -297,8 +297,8 @@
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn entity-history [i]
   (vec (sort-by first (dc/q
-                       {:find  ['?tx '?z '?v]
-                        :in    ['?i '$]
+                       {:find ['?tx '?z '?v]
+                        :in ['?i '$]
                         :where ['[?i ?a ?v ?tx ?ad]
                                 '[?a :db/ident ?z]
                                 '[(= ?ad true)]]}
@@ -307,8 +307,8 @@
 #_{:clj-kondo/ignore [:clojure-lsp/unused-public-var]}
 (defn entity-history-with-revert [i]
   (vec (sort-by first (dc/q
-                       {:find  ['?tx '?z '?v '?ad]
-                        :in    ['?i '$]
+                       {:find ['?tx '?z '?v '?ad]
+                        :in ['?i '$]
                         :where ['[?i ?a ?v ?tx ?ad]
                                 '[?a :db/ident ?z]]}
                        i (dc/history (dc/db conn))))))
@@ -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 ".")

src/cljc/auto_ap/routes/transactions.cljc

@@ -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

tailwind.config.js

@@ -44,10 +44,10 @@ module.exports = {
                 "gg": "gentleGrow 1s infinite",
                  "slideUp": 'slideUp 0.5s ease-out forwards'
             },
-		"fontFamily": {
-                "sans": ["Inter", "ui-sans-serif", "system-ui", "-apple-system", "BlinkMacSystemFont", "Segoe UI", "Roboto", "Helvetica Neue", "Arial", "sans-serif"],
-                "mono": ["JetBrains Mono", "ui-monospace", "SFMono-Regular", "Menlo", "Monaco", "Consolas", "Liberation Mono", "Courier New", "monospace"]
-             },
+            "fontFamily": {
+                "sans": ["Calibri", "ui-sans-serif", "system-ui", "-apple-system", "BlinkMacSystemFont", "Segoe UI", "Roboto", "Helvetica Neue", "Arial", "Noto Sans", "sans-serif", "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", "Noto Color Emoji"]
+                
+            },
             "colors": {
                 "green": {
                     "50": "#f2f8ea",

test/clj/auto_ap/ssr/transaction/import_test.clj

@@ -0,0 +1,164 @@
+(ns auto-ap.ssr.transaction.import-test
+  (:require
+   [auto-ap.datomic :refer [conn]]
+   [auto-ap.integration.util :refer [admin-token setup-test-data test-bank-account
+                                     test-client wrap-setup]]
+   [auto-ap.ssr.transaction.import :as sut]
+   [auto-ap.ssr.utils :refer [main-transformer]]
+   [clojure.test :refer [deftest is testing use-fixtures]]
+   [datomic.api :as dc]
+   [malli.core :as mc]
+   [slingshot.slingshot :refer [try+]]))
+
+(use-fixtures :each wrap-setup)
+
+(defn- seed-client! []
+  (setup-test-data
+   [(test-client :db/id "import-client"
+                 :client/code "TEST"
+                 :client/locations ["DT"]
+                 :client/bank-accounts [(test-bank-account :db/id "import-ba"
+                                                           :bank-account/code "TEST-CHK")])]))
+
+(defn- txn-count []
+  (or (dc/q '[:find (count ?e) . :where [?e :transaction/id]] (dc/db conn)) 0))
+
+(defn- import! [rows]
+  (sut/import-transactions {:form-params {:table rows} :identity (admin-token)}))
+
+;; =============================================================================
+;; Pure parsing — tsv->rows, vector->row, parse-form-schema
+;; =============================================================================
+
+(deftest tsv->rows-test
+  (testing "Drops the header row and parses tab-separated columns"
+    (let [tsv "Status\tDate\tDescription\nPOSTED\t01/15/2024\tCoffee"
+          rows (sut/tsv->rows tsv)]
+      (is (= 1 (count rows)))
+      (is (= ["POSTED" "01/15/2024" "Coffee"] (first rows)))))
+  (testing "Skips blank lines"
+    (is (= 1 (count (sut/tsv->rows "h1\th2\nPOSTED\tx\n\t\n")))))
+  (testing "No-op on already-decoded data"
+    (is (= [{:raw-date "x"}] (sut/tsv->rows [{:raw-date "x"}])))))
+
+(deftest vector->row-test
+  (testing "Maps the exact master positional columns"
+    (let [row (sut/vector->row
+               ["POSTED" "01/15/2024" "Coffee" "Food" "" "" "12.50" "" "" "" "" "" "TEST-CHK" "TEST"])]
+      (is (= "POSTED" (:status row)))
+      (is (= "01/15/2024" (:raw-date row)))
+      (is (= "Coffee" (:description-original row)))
+      (is (= "12.50" (:amount row)))
+      (is (= "TEST-CHK" (:bank-account-code row)))
+      (is (= "TEST" (:client-code row))))))
+
+(deftest parse-form-schema-test
+  (testing "Decodes a pasted Yodlee TSV string into row maps"
+    (let [tsv (str "Status\tDate\tDescription\t\t\t\tAmount\t\t\t\t\t\tBank\tClient\n"
+                   "POSTED\t01/15/2024\tCoffee\tFood\t\t\t12.50\t\t\t\t\t\tTEST-CHK\tTEST")
+          decoded (mc/decode sut/parse-form-schema {:table tsv} main-transformer)]
+      (is (= 1 (count (:table decoded))))
+      (is (= "TEST-CHK" (:bank-account-code (first (:table decoded))))))))
+
+;; =============================================================================
+;; Validation — classify-table (hard errors + warnings, preserving master)
+;; =============================================================================
+
+(deftest classify-hard-errors-test
+  (seed-client!)
+  (testing "Unknown bank-account code is a hard error"
+    (let [{:keys [form-errors has-errors?]}
+          (sut/classify-table [{:raw-date "01/15/2024" :amount "1.00" :bank-account-code "NOPE"}])]
+      (is has-errors?)
+      (is (some (fn [[m _]] (re-find #"bank account" m)) (get-in form-errors [:table 0])))))
+
+  (testing "Unknown client fires independently when the bank account exists but is linked to no client"
+    @(dc/transact conn [{:db/id "orphan-ba"
+                         :bank-account/code "ORPHAN-CHK"
+                         :bank-account/type :bank-account-type/check}])
+    (let [{:keys [form-errors has-errors?]}
+          (sut/classify-table [{:raw-date "01/15/2024" :amount "1.00" :bank-account-code "ORPHAN-CHK"}])
+          msgs (map first (get-in form-errors [:table 0]))]
+      (is has-errors?)
+      (is (some #(re-find #"Cannot find client" %) msgs)
+          "client-not-found error fires")
+      (is (not (some #(re-find #"bank account by code" %) msgs))
+          "bank-account-not-found error does not fire because the bank account exists")))
+
+  (testing "Invalid date is a hard error"
+    (let [{:keys [form-errors has-errors?]}
+          (sut/classify-table [{:raw-date "not-a-date" :amount "1.00" :bank-account-code "TEST-CHK"}])]
+      (is has-errors?)
+      (is (some (fn [[m _]] (re-find #"(?i)mm/dd/yyyy|date" m)) (get-in form-errors [:table 0]))))))
+
+(deftest classify-clean-test
+  (seed-client!)
+  (testing "A fully valid row produces no errors or warnings"
+    (let [{:keys [form-errors has-errors?]}
+          (sut/classify-table [{:raw-date "01/15/2024" :description-original "Coffee"
+                                :amount "12.50" :bank-account-code "TEST-CHK" :client-code "TEST"}])]
+      (is (not has-errors?))
+      (is (empty? (get-in form-errors [:table 0]))))))
+
+(deftest classify-not-ready-warning-test
+  (testing "A date before the bank-account start-date is a (skippable) warning, not an error"
+    (setup-test-data
+     [(test-client :db/id "import-client"
+                   :client/code "TEST"
+                   :client/locations ["DT"]
+                   :client/bank-accounts [(test-bank-account :db/id "import-ba"
+                                                             :bank-account/code "TEST-CHK"
+                                                             :bank-account/start-date #inst "2030-01-01")])])
+    (let [{:keys [form-errors has-errors?]}
+          (sut/classify-table [{:raw-date "01/15/2024" :description-original "Early"
+                                :amount "5.00" :bank-account-code "TEST-CHK" :client-code "TEST"}])]
+      (is (not has-errors?) "warnings do not block")
+      (is (some (fn [[_ s]] (= :warn s)) (get-in form-errors [:table 0]))))))
+
+;; =============================================================================
+;; Import flow — import-transactions (engine reuse, block, idempotency, skip)
+;; =============================================================================
+
+(deftest import-clean-test
+  (seed-client!)
+  (testing "Clean rows import via the engine and persist"
+    (let [stats (import! [{:raw-date "01/15/2024" :description-original "Coffee"
+                           :amount "12.50" :bank-account-code "TEST-CHK" :client-code "TEST"}])]
+      (is (= 1 (:import-batch/imported stats)))
+      (is (= 1 (txn-count))))))
+
+(deftest import-blocks-on-hard-error-test
+  (seed-client!)
+  (testing "Any hard error blocks the whole batch — nothing is written"
+    (is (= :blocked
+           (try+
+            (import! [{:raw-date "01/15/2024" :amount "1.00" :bank-account-code "NOPE"}])
+            :did-not-throw
+            (catch [:type :field-validation] _ :blocked))))
+    (is (= 0 (txn-count)))))
+
+(deftest import-idempotent-test
+  (seed-client!)
+  (testing "Re-importing the same paste is idempotent (extant), no duplicates"
+    (let [row [{:raw-date "01/15/2024" :description-original "Coffee"
+                :amount "12.50" :bank-account-code "TEST-CHK" :client-code "TEST"}]]
+      (import! row)
+      (let [stats (import! row)]
+        (is (= 0 (:import-batch/imported stats)))
+        (is (= 1 (:import-batch/extant stats)))
+        (is (= 1 (txn-count)))))))
+
+(deftest import-skips-warning-rows-test
+  (testing "Warning rows (not-ready) are skipped, not imported, without blocking"
+    (setup-test-data
+     [(test-client :db/id "import-client"
+                   :client/code "TEST"
+                   :client/locations ["DT"]
+                   :client/bank-accounts [(test-bank-account :db/id "import-ba"
+                                                             :bank-account/code "TEST-CHK"
+                                                             :bank-account/start-date #inst "2030-01-01")])])
+    (let [stats (import! [{:raw-date "01/15/2024" :description-original "Early"
+                           :amount "5.00" :bank-account-code "TEST-CHK" :client-code "TEST"}])]
+      (is (= 0 (:import-batch/imported stats)))
+      (is (= 1 (:import-batch/not-ready stats)))
+      (is (= 0 (txn-count))))))

test/clj/auto_ap/test_server.clj

@@ -67,7 +67,7 @@
                                 [(assoc (test-client :db/id "client-id"
                                                      :client/code "TEST"
                                                      :client/locations ["DT"])
-                                        :client/bank-accounts [(test-bank-account :db/id "bank-account-id")])
+                                        :client/bank-accounts [(test-bank-account :db/id "bank-account-id" :bank-account/code "TEST-CHK")])
                                  (test-client :db/id "client-id-2"
                                               :client/code "TEST2"
                                               :client/locations ["NY"])
@@ -135,19 +135,19 @@
                                                :payment/status :payment-status/pending
                                                :payment/date #inst "2023-06-15")
                                   ;; Transaction and unpaid invoice for link testing
-                                  (test-transaction :db/id "transaction-id-unpaid"
-                                                    :transaction/client "client-id"
-                                                    :transaction/bank-account "bank-account-id"
-                                                    :transaction/amount -150.0
-                                                    :transaction/description-original "Transaction for unpaid invoice link"
-                                                    :transaction/approval-status :transaction-approval-status/unapproved)
-                                   (test-transaction :db/id "transaction-id-feedback"
-                                                     :transaction/client "client-id"
-                                                     :transaction/bank-account "bank-account-id"
-                                                     :transaction/amount 400.0
-                                                     :transaction/description-original "Transaction for feedback review"
-                                                     :transaction/approval-status :transaction-approval-status/requires-feedback)
-                                  (test-invoice :db/id "invoice-unpaid-id"
+                                 (test-transaction :db/id "transaction-id-unpaid"
+                                                   :transaction/client "client-id"
+                                                   :transaction/bank-account "bank-account-id"
+                                                   :transaction/amount -150.0
+                                                   :transaction/description-original "Transaction for unpaid invoice link"
+                                                   :transaction/approval-status :transaction-approval-status/unapproved)
+                                 (test-transaction :db/id "transaction-id-feedback"
+                                                   :transaction/client "client-id"
+                                                   :transaction/bank-account "bank-account-id"
+                                                   :transaction/amount 400.0
+                                                   :transaction/description-original "Transaction for feedback review"
+                                                   :transaction/approval-status :transaction-approval-status/requires-feedback)
+                                 (test-invoice :db/id "invoice-unpaid-id"
                                                :invoice/client "client-id"
                                                :invoice/vendor "vendor-id"
                                                :invoice/total 150.0