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79a4b457b0
docs: bring the rollout plan's later steps up to date with the backfill
sales-summary-balancing-v2
Bryce
2026-08-16 19:04:50 -07:00
1558851c18
feat(square): backfill history so shared-location records converge
Bryce
2026-08-16 17:58:59 -07:00
4a1817711d
docs: re-measure from a fresh restore with the duplicates left active
Bryce
2026-08-16 09:59:32 -07:00
69eae3b7dc
Merge branch 'staging' of gitea.story-basking.ts.net:notid/integreat into staging
staging
Bryce
2026-08-16 08:41:06 -07:00
58f6714399
fix(transactions): drop suppressed transactions from the transactions page (#19 )
Bryce
2026-08-16 08:40:47 -07:00
967e77e443
feat(square): walk the migration newest month first, so stopping early is safe
Bryce
2026-08-16 08:35:02 -07:00
10d0d01b82
fix(square): do not resolve a record that belongs to another client
Bryce
2026-08-16 08:09:53 -07:00
57a84dae11
fix(sales-summaries): stop days falling out of balance
Bryce
2026-08-15 20:17:58 -07:00
f8ef7918ef
fix(sales-summaries): stop days falling out of balance
sales-summary-balancing
Bryce
2026-08-15 19:19:04 -07:00
21e62d1a7c
docs(reports): rerun the ninety-day reconciliation from a fresh restore
worktree-sales-summary-balance
Bryce
2026-08-15 18:35:47 -07:00
6e7f66a78f
fix(ledger): honor include-in-reports in the register
Bryce
2026-08-15 18:16:17 -07:00
a16ef0bd60
docs(sales-summaries): report the finished migration and its one deliberate residual
Bryce
2026-08-15 16:25:37 -07:00
e05f20c135
fix(square): split per client, and say why same-client shares stay shared
Bryce
2026-08-15 16:24:39 -07:00
74a070e545
docs(sales-summaries): state how much of the re-key is actually finished
Bryce
2026-08-15 15:46:30 -07:00
c3d95cba6a
feat(square): make the re-key complete, and measure whether it is
Bryce
2026-08-15 15:39:04 -07:00
3abeb575a0
docs(sales-summaries): say concretely what each fix changes
Bryce
2026-08-15 14:42:32 -07:00
011d515033
docs(sales-summaries): single report, rebuilt on a pristine restore
Bryce
2026-08-15 13:49:44 -07:00
088dade112
fix(square): do not double-scope a charge that is already scoped
Bryce
2026-08-15 13:32:50 -07:00
784c221f99
fix(square): split shared charges instead of re-keying them to one client
Bryce
2026-08-15 13:17:59 -07:00
07ef71ef7d
docs(sales-summaries): complete the book-neutrality check across all 18,900 days
Bryce
2026-08-15 13:14:06 -07:00
5997c42bf5
docs(sales-summaries): show line-level before and after for each repair
Bryce
2026-08-15 13:10:58 -07:00
41a1eb04a8
feat(square): date arity for cash shift import, and verify the re-key is book-neutral
Bryce
2026-08-15 13:03:15 -07:00
87f7fd564b
fix(square): client-scope payout and cash-drawer-shift keys too
Bryce
2026-08-15 12:01:43 -07:00
89baac19f3
docs(sales-summaries): rebuild the report on a real 90-day baseline
Bryce
2026-08-15 10:51:07 -07:00
08b7188660
docs(sales-summaries): add worked examples and reproduction steps to the report
Bryce
2026-08-15 09:15:46 -07:00
7e4ff93b68
feat(sales-summaries): add a summary comparison tool, and report 30-day impact
Bryce
2026-08-15 09:06:54 -07:00
f5f6602873
docs(sales-summaries): compare fixes to baseline over the last 30 days
Bryce
2026-08-15 08:53:04 -07:00
4882c1c9cf
perf(sales-summaries): stop the dirty-summary scan at the client boundary
Bryce
2026-08-15 08:44:52 -07:00
c5a6e8ab87
docs(sales-summaries): prove the re-key holds with both clients active
Bryce
2026-08-15 08:12:45 -07:00
8913f545f3
docs(sales-summaries): record the end-to-end run on the restore
Bryce
2026-08-15 08:10:32 -07:00
e24ffa3bdf
docs(square): record how remove-voided-orders can delete another client's payments
Bryce
2026-08-15 08:00:08 -07:00
42a8207be9
feat(square): client-scope refund and charge external ids
Bryce
2026-08-15 07:49:31 -07:00
b4b68b36cf
docs(sales-summaries): validate the balance fixes against a restored backup
Bryce
2026-08-15 00:23:38 -07:00
9e4cb851ff
fix(sales-summaries): count reversed tips, credit Square service charges
Bryce
2026-08-14 23:29:14 -07:00
dc991df89a
feat(sales-summaries): log a summary's imbalance and its suspect terms
Bryce
2026-08-14 23:29:14 -07:00
e0b0186b62
fix(datomic): install tuple attributes after the attributes they compose
Bryce
2026-08-14 23:29:00 -07:00
ab27d3a4da
fix(ledger): match bank accounts sharing a code in register account search
Bryce
2026-08-14 21:23:01 -07:00
943bc18842
update
Bryce
2026-08-14 18:19:41 -07:00
19d936693a
Merge pull request 'fix(reports): collapse accounts sharing a numeric code to one row' (#16 ) from integreat-fix-report into staging
notid
2026-08-14 16:40:45 -07:00
e9970bd41a
fix(reports): collapse accounts sharing a numeric code to one row
integreat-fix-report
Bryce
2026-08-14 13:55:38 -07:00
366781e818
sort fix
Bryce
2026-08-13 10:13:57 -07:00
8af9bfdee2
Merge branch 'feat/scheduled-sales-summary-refresh'
Bryce
2026-08-12 16:10:44 -07:00
95d0537c69
feat(sales-summaries): refresh on a schedule, skipping accepted days
feat/scheduled-sales-summary-refresh
Bryce
2026-08-12 15:01:10 -07:00
bcb1978f44
fix(ledger): ignore external import rows with no debit or credit
Bryce
2026-08-12 12:59:47 -07:00
785c6b3731
feat(ssr): add errors-only filter to the external import grids
Bryce
2026-08-11 22:30:44 -07:00
33cfbab54a
fix(parse): extract Bonanza bill-to lines with mixed case and punctuation
Bryce
2026-08-11 22:11:08 -07:00
e99ac6e978
fix(ssr): stop parse-sort leaking a render fn into wizard snapshots
Bryce
2026-08-11 22:10:26 -07:00
b43f107610
fix(ssr): make the CSV export button visible, add account number to ledger CSV
Bryce
2026-08-11 21:48:30 -07:00
379bfa78f7
feat(ssr): add clear button to typeahead
Bryce
2026-08-11 21:32:25 -07:00
0575c88c4d
cleans up ux.
Bryce
2026-08-04 23:33:50 -07:00
bc2abf4cb1
fixes
Bryce
2026-08-04 23:00:29 -07:00
acc5a7aa1b
Merge branch 'staging' of gitea.story-basking.ts.net:notid/integreat into staging
Bryce
2026-08-04 22:59:46 -07:00
46fdc29712
Merge pull request 'integreat-send-email' (#15 ) from integreat-send-email into staging
notid
2026-08-04 22:59:33 -07:00
0df9a29022
feat(ssr): add report email hand-off to ledger export modal
integreat-send-email
Bryce
2026-08-04 22:55:53 -07:00
a17e16e31b
feat(ledger): remove a whole ledger entry from the external import grid
Bryce
2026-08-04 22:44:52 -07:00
e6507d5387
merged
Bryce
2026-08-04 22:15:59 -07:00
5126f3799d
data(sysco): apply client category verification sheet to line-item mapping
master
Bryce
2026-08-04 22:00:57 -07:00
7a0e256f07
fix(sysco): fall back to PAPER & DISP category when description is unmapped
Bryce
2026-07-31 07:43:58 -07:00
7155e199e8
Merge branch 'master' into staging
Bryce
2026-07-29 10:25:04 -07:00
2b5fbaca00
Add template for new Reel Produce statement layout
Bryce
2026-07-29 10:24:31 -07:00
473556a45d
Backfill script for olo
Bryce
2026-07-29 09:58:42 -07:00
604d1ee1cf
changes
Bryce
2026-07-25 21:13:44 -07:00
e095cb94e4
fix(config): propagate rotated Plaid secret to worker configs
Bryce
2026-07-24 20:29:15 -07:00
9d007ee8e2
Merge branch 'master' into staging
Bryce
2026-07-22 21:50:12 -07:00
fa25620b7a
olo fixes
Bryce
2026-07-22 21:43:31 -07:00
d012283362
olo fixes
Bryce
2026-07-22 21:43:31 -07:00
14726d0208
re-synced secrets.
Bryce
2026-07-22 21:17:31 -07:00
6429cf823d
fixes
Bryce
2026-07-12 20:45:36 -07:00
111eca413e
rotates passwords
Bryce
2026-07-12 20:44:05 -07:00
80e45c026e
feat(ssr): add sales summary csv download
Bryce
2026-07-08 23:51:46 -07:00
9cd3d9c962
fixed.
Bryce
2026-07-08 23:33:37 -07:00
5f5686c39c
fix(ssr): link to the real transaction route from paperclip menus
Bryce
2026-07-08 23:15:17 -07:00
d0846f91aa
fix(ssr): use form-validation-error for transaction edit validations
Bryce
2026-07-08 23:12:00 -07:00
56addf8c70
fix(ssr): order coerced vector form params by numeric index
Bryce
2026-07-02 05:22:52 -07:00
ebb48a0de4
feat(ssr): previous calendar year period + external register filters
Bryce
2026-06-30 07:22:31 -07:00
8b43017d6e
refactor(ssr): revert hiccup→Selmer migration; render forms in Hiccup again
integreat-execute-refactor
Bryce
2026-06-30 00:37:21 -07:00
e1a2f7b638
refactor(ssr): make the bulk-code form-ctx data-only
Bryce
2026-06-29 22:48:54 -07:00
f16c52d70b
refactor(ssr): shared component partials own their CSS classes
Bryce
2026-06-29 22:23:57 -07:00
ee558a34e9
refactor(ssr): compose the bulk-code form entirely in Selmer
Bryce
2026-06-29 19:44:52 -07:00
a760d15509
refactor(ssr): render the bulk-code modal fully through Selmer
Bryce
2026-06-29 19:22:37 -07:00
314c47b7a6
fix(ssr): humanize the client wizard's required-field message
Bryce
2026-06-28 09:43:25 -07:00
67f8906631
fix(ssr): center the client bank-account sub-editor content
Bryce
2026-06-28 08:47:46 -07:00
333c280732
fix(ssr): give the post-create "Invoice created" dialog a proper width
Bryce
2026-06-28 07:00:21 -07:00
ab7529eca6
fix(ssr): right-size the pay modal; fix stale post-create title
Bryce
2026-06-28 00:32:01 -07:00
b44213bffd
feat(ssr): restore forward/back step slide in the wizard engine
Bryce
2026-06-27 21:17:51 -07:00
6c791efb06
feat(ssr): subtle fade-in on wizard step cards
Bryce
2026-06-27 13:26:13 -07:00
fc8ce2633e
fix(ssr): bulk-edit empty-selection 500 + modal-footer EDN leak
Bryce
2026-06-27 13:21:50 -07:00
da2cc711d4
fix(ssr): vendor + client wizard step layout (vertical timeline)
Bryce
2026-06-27 13:18:27 -07:00
74f1a49a10
fix(ssr): repair New Invoice + Transaction Edit 500s and broken modal sizes
Bryce
2026-06-27 13:11:09 -07:00
638a75925c
style(templates): format Selmer .html templates for readability
Bryce
2026-06-26 09:20:46 -07:00
8114db9988
test(ssr): assert bank-account edits persist through the Client wizard save
Bryce
2026-06-26 08:37:47 -07:00
3251b364a1
refactor(ssr): Phase 11 — delete the dead mm/* wizard machinery
Bryce
2026-06-26 07:41:50 -07:00
ddffbf58f9
docs(skill): feed ssr-form-migration with Phase 10 (Client) learnings
Bryce
2026-06-26 00:50:56 -07:00
7b0e8bfd65
refactor(ssr): Phase 10 — migrate Client wizard onto the engine (7 steps + bank-account sub-editor)
Bryce
2026-06-26 00:49:56 -07:00
b0fe7cc70d
test(ssr): Phase 10 parity gate — characterization spec for the Client wizard
Bryce
2026-06-26 00:13:03 -07:00
c5dc305854
refactor(ssr): Phase 9 — migrate New/Edit Vendor onto the engine (5-step wizard)
Bryce
2026-06-25 22:39:10 -07:00
5502f4c4a2
refactor(ssr): Phase 8 — migrate New/Edit Invoice onto the engine (conditional :next)
Bryce
2026-06-25 22:05:01 -07:00
7a53441ec7
test(ssr): expose seeded client ids in /test-info (Phase 8 gate scaffolding)
Bryce
2026-06-25 21:09:38 -07:00
4b2a3e53dd
refactor(ssr): Phase 7 — migrate Invoice Pay onto the engine; prove the cross-step merge
Bryce
2026-06-25 19:59:24 -07:00
01aca9d362
test(ssr): Phase 7 parity gate — characterization spec for the Invoice Pay wizard
Bryce
2026-06-25 17:17:57 -07:00