e2e/bulk-code-transactions.spec.ts

@@ -234,7 +234,7 @@ test.describe('Bulk Code Transactions - Happy Path', () => {
     await openBulkCodeModal(page);
     
     // Should show all transactions
-    await expect(page.locator('text=Bulk editing 3 transactions')).toBeVisible();
+    await expect(page.locator('text=Bulk editing 5 transactions')).toBeVisible();
     
     // Add account at 100%
     await addNewAccount(page);

e2e/transaction-edit.spec.ts

@@ -103,27 +103,19 @@ async function selectAccountFromTypeahead(page: any, rowIndex: number, accountNa
 }
 
 async function findAccountRow(page: any, rowIndex: number) {
-  const allRows = page.locator('#account-grid-body tbody tr');
-  const rowCount = await allRows.count();
+  const accountRows = page.locator('#account-grid-body tbody tr.account-row');
+  const rowCount = await accountRows.count();
   
-  let accountRowIndex = 0;
-  for (let i = 0; i < rowCount; i++) {
-    const row = allRows.nth(i);
-    const hasAccountInput = await row.locator('input[name*="transaction-account/account"]').count() > 0;
-    if (hasAccountInput) {
-      if (accountRowIndex === rowIndex) {
-        return row;
-      }
-      accountRowIndex++;
-    }
+  if (rowIndex >= rowCount) {
+    throw new Error(`Could not find account row at index ${rowIndex}. Only ${rowCount} account rows found.`);
   }
   
-  throw new Error(`Could not find account row at index ${rowIndex}`);
+  return accountRows.nth(rowIndex);
 }
 
 async function setAccountAmount(page: any, rowIndex: number, amount: string) {
   const row = await findAccountRow(page, rowIndex);
-  const amountInput = row.locator('input[name*="transaction-account/amount"]').first();
+  const amountInput = row.locator('.account-amount-field');
   await amountInput.fill(amount);
   await amountInput.dispatchEvent('change');
   await page.waitForTimeout(300);
@@ -164,34 +156,24 @@ async function getAccountLocation(page: any, rowIndex: number): Promise<string>
 }
 
 async function removeAllAccounts(page: any) {
-  const allRows = page.locator('#account-grid-body tbody tr');
-  const rowCount = await allRows.count();
+  const accountRows = page.locator('#account-grid-body tbody tr.account-row');
+  const rowCount = await accountRows.count();
   
   for (let i = rowCount - 1; i >= 0; i--) {
-    const row = allRows.nth(i);
-    const hasAccountInput = await row.locator('input[name*="transaction-account/account"]').count() > 0;
-    if (hasAccountInput) {
-      // Click the X button to remove (it's an <a> tag, not a <button>)
-      const removeButton = row.locator('a').first();
-      await removeButton.click();
-      // Wait for the Alpine.js removal animation (500ms + buffer)
-      await page.waitForTimeout(700);
-    }
+    const row = accountRows.nth(i);
+    const removeButton = row.locator('.account-remove-action');
+    await removeButton.click();
+    // Wait for the Alpine.js removal animation (500ms + buffer)
+    await page.waitForTimeout(700);
   }
 }
 
 async function saveTransaction(page: any) {
-  // Submit the form directly instead of clicking the button
-  // The Done button might not have type="submit"
-  await page.evaluate(() => {
-    const form = document.querySelector('#wizard-form') as HTMLFormElement;
-    if (form) {
-      form.dispatchEvent(new Event('submit', { bubbles: true }));
-    }
-  });
+  // Click the save button to submit the form via HTMX
+  await page.locator('.wizard-save-action').click();
   
-  // Wait for the modal to close
-  await page.waitForSelector('#modal-holder[x-show="open"]', { state: 'hidden', timeout: 10000 });
+  // Wait for the modal to close (longer timeout for parallel test load)
+  await page.waitForSelector('#modal-holder[x-show="open"]', { state: 'hidden', timeout: 20000 });
 }
 
 async function toggleToPercentMode(page: any) {
@@ -226,6 +208,9 @@ test.describe('Transaction Edit Shared Location', () => {
     // Step 1: Open edit modal and add an account with Shared location
     await openEditModal(page, transactionIndex);
     
+    // Remove any existing accounts from previous tests
+    await removeAllAccounts(page);
+    
     // Add a new account row
     await addNewAccount(page);
     
@@ -261,11 +246,17 @@ test.describe('Transaction Edit Full Workflow', () => {
     // Step 1: Open edit modal and code with 100% to one account
     await openEditModal(page);
     
-    // Switch to percentage mode
+    // Switch to percentage mode first (this re-renders the grid from server state)
     await toggleToPercentMode(page);
     
-    // Add a new account row
-    await addNewAccount(page);
+    // Check if there's already an account from previous tests
+    const allRows = page.locator('#account-grid-body tbody tr');
+    const hasExistingAccount = await allRows.locator('input[name*="transaction-account/account"]').count() > 0;
+    
+    if (!hasExistingAccount) {
+      // Add a new account row if none exist
+      await addNewAccount(page);
+    }
     
     // Select the account
     await selectAccountFromTypeahead(page, 0, 'Test');
@@ -289,6 +280,7 @@ test.describe('Transaction Edit Full Workflow', () => {
     
     // Add a second account at 50%
     await addNewAccount(page);
+    await page.waitForTimeout(1000);
     await selectAccountFromTypeahead(page, 1, 'Second');
     await setAccountAmount(page, 1, '50');
     
@@ -310,8 +302,8 @@ test.describe('Transaction Edit Full Workflow', () => {
     const row0 = await findAccountRow(page, 0);
     const row1 = await findAccountRow(page, 1);
     
-    const amount0 = row0.locator('input[name*="transaction-account/amount"]').first();
-    const amount1 = row1.locator('input[name*="transaction-account/amount"]').first();
+    const amount0 = row0.locator('.account-amount-field');
+    const amount1 = row1.locator('.account-amount-field');
     
     // Each should be $50.00 (or close to it)
     const val0 = await amount0.inputValue();
@@ -331,6 +323,9 @@ test.describe('Transaction Edit Validation', () => {
     await openEditModal(page, 2);
     
     // Stay in dollar mode (default)
+    // Remove any existing accounts from previous tests
+    await removeAllAccounts(page);
+    await page.waitForTimeout(2000);
     // Add an account
     await addNewAccount(page);
     await selectAccountFromTypeahead(page, 0, 'Test');
@@ -338,17 +333,12 @@ test.describe('Transaction Edit Validation', () => {
     // Set amount to $50 (which doesn't match the $300 transaction)
     await setAccountAmount(page, 0, '50');
     
-    // Try to save - this should fail because $50 != $100
-    // We submit the form and expect the modal to stay open
-    await page.evaluate(() => {
-      const form = document.querySelector('#wizard-form') as HTMLFormElement;
-      if (form) {
-        form.dispatchEvent(new Event('submit', { bubbles: true }));
-      }
-    });
+    // Try to save - this should fail because $50 != $300
+    // Click the save button to submit the form via HTMX
+    await page.locator('.wizard-save-action').click();
     
-    // Wait a bit for the response
-    await page.waitForTimeout(1000);
+    // Wait for the response (longer timeout for parallel test load)
+    await page.waitForTimeout(3000);
     
     // Modal should still be open (save failed)
     await expect(page.locator('#modal-holder[x-show="open"]')).toBeVisible();
@@ -358,7 +348,7 @@ test.describe('Transaction Edit Validation', () => {
     await expect(form).toBeVisible();
     
     // Verify the account row is still there with our $50 value
-    const amountInput = page.locator('input[name*="transaction-account/amount"]').first();
+    const amountInput = page.locator('.account-amount-field').first();
     const value = await amountInput.inputValue();
     expect(parseFloat(value)).toBeCloseTo(50.0, 1);
     

e2e/transaction-navigation.spec.ts

@@ -0,0 +1,131 @@
+import { test, expect } from '@playwright/test';
+
+async function navigateToTransactions(page: any, path: string = '/transaction2') {
+  await page.setExtraHTTPHeaders({
+    'x-clients': '"mine"'
+  });
+  await page.goto(path);
+  await page.waitForSelector('table tbody tr');
+}
+
+async function setAmountFilter(page: any, gte: string, lte: string) {
+  const amountGte = page.locator('input[name="amount-gte"]').first();
+  const amountLte = page.locator('input[name="amount-lte"]').first();
+  
+  await amountGte.fill(gte);
+  await amountLte.fill(lte);
+  
+  // Trigger the filter form submission via change event
+  await amountLte.dispatchEvent('change');
+  
+  // Wait for HTMX to update the table and push URL
+  await page.waitForTimeout(1000);
+}
+
+async function getTableRowCount(page: any): Promise<number> {
+  const rows = page.locator('table tbody tr');
+  return await rows.count();
+}
+
+async function clickTransactionNavLink(page: any, linkText: string) {
+  const link = page.locator(`a:has-text("${linkText}")`).first();
+  await link.click({ force: true });
+  
+  // Wait for navigation and table to load
+  await page.waitForTimeout(1000);
+  await page.waitForSelector('table tbody tr', { timeout: 10000 });
+}
+
+test.describe('Transaction Navigation - Amount Filter Persistence', () => {
+  test('should persist amount filter when navigating from All to Unapproved', async ({ page }) => {
+    // Step 1: Navigate to All transactions page
+    await navigateToTransactions(page, '/transaction2');
+    
+    // Step 2: Set amount filter
+    await setAmountFilter(page, '250', '');
+    
+    // Step 3: Verify the URL updated with the filter
+    await page.waitForURL(url => url.search.includes('amount-gte=250'), { timeout: 5000 });
+    
+    // Step 4: Click the Unapproved nav link
+    await clickTransactionNavLink(page, 'Unapproved');
+    
+    // Step 5: Verify amount filter is preserved in URL after navigation
+    const unapprovedUrl = page.url();
+    expect(unapprovedUrl).toContain('amount-gte=250');
+    
+    // Step 6: Verify filter still applies (only 1 row - the 300 transaction)
+    const filteredCount = await getTableRowCount(page);
+    expect(filteredCount).toBe(1);
+  });
+
+  test('should persist amount filter when navigating from Unapproved to All', async ({ page }) => {
+    // Step 1: Navigate to Unapproved page with amount filter already in URL
+    await navigateToTransactions(page, '/transaction2/unapproved?amount-gte=200');
+    
+    // Step 2: Click All nav link
+    await clickTransactionNavLink(page, 'All');
+    
+    // Step 3: Verify amount filter is preserved
+    const allUrl = page.url();
+    expect(allUrl).toContain('amount-gte=200');
+  });
+
+  test('should persist amount filter when navigating to Client Review', async ({ page }) => {
+    // Step 1: Navigate to All page and set amount filter
+    await navigateToTransactions(page, '/transaction2');
+    await setAmountFilter(page, '', '250');
+    
+    // Step 2: Wait for URL to update
+    await page.waitForURL(url => url.search.includes('amount-lte=250'), { timeout: 5000 });
+    
+    // Step 3: Click Client Review nav link
+    await clickTransactionNavLink(page, 'Client Review');
+    
+    // Step 4: Verify filter persisted
+    const feedbackUrl = page.url();
+    expect(feedbackUrl).toContain('amount-lte=250');
+  });
+});
+
+test.describe('Transaction Navigation - Date Filter Persistence', () => {
+  test('should persist date-range preset when navigating between pages', async ({ page }) => {
+    // Step 1: Navigate with date-range=all (includes 2022 test data)
+    await navigateToTransactions(page, '/transaction2?date-range=all');
+    
+    // Step 2: Click Unapproved nav link
+    await clickTransactionNavLink(page, 'Unapproved');
+    
+    // Step 3: Verify date-range persisted
+    const unapprovedUrl = page.url();
+    expect(unapprovedUrl).toContain('date-range=all');
+  });
+});
+
+test.describe('Transaction Sort - Default Newest First', () => {
+  test('should show transactions sorted by date descending by default', async ({ page }) => {
+    await navigateToTransactions(page, '/transaction2');
+    
+    // Verify no explicit sort in URL initially
+    expect(page.url()).not.toContain('sort=');
+    
+    // The default sort should be newest first (descending by date)
+    // We can verify this by checking that clicking Date header toggles to asc
+    const dateHeader = page.locator('th').filter({ hasText: 'Date' }).first();
+    await dateHeader.click();
+    
+    // Wait for HTMX to update
+    await page.waitForTimeout(800);
+    
+    // The URL should now have an explicit sort parameter (ascending because we toggled from default desc)
+    const currentUrl = page.url();
+    expect(currentUrl).toContain('sort=date%3Aasc');
+    
+    // Click again to toggle to descending
+    await dateHeader.click();
+    await page.waitForTimeout(800);
+    
+    const toggledUrl = page.url();
+    expect(toggledUrl).toContain('sort=date%3Adesc');
+  });
+});

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

@@ -19,6 +19,7 @@
    [auto-ap.ssr.hiccup-helper :as hh]
    [auto-ap.ssr.hx :as hx]
    [auto-ap.ssr.svg :as svg]
+   [auto-ap.time :as atime]
    [bidi.bidi :as bidi]
    [hiccup.util :as hu]))
 
@@ -58,6 +59,31 @@
       (update-in c [1 1 :class] (fn [c]
                                   (hh/add-class (or c "") " flex items-center p-2 pl-11 w-full text-base font-normal rounded-lg transition duration-75 group hover:bg-gray-100 dark:text-white dark:hover:bg-gray-700")))])])
 
+(defn- transaction-nav-params [request]
+  (let [qp (:query-params request)]
+    (cond-> {}
+      (:amount-gte qp) (assoc :amount-gte (:amount-gte qp))
+      (:amount-lte qp) (assoc :amount-lte (:amount-lte qp))
+      (:vendor qp) (assoc :vendor (:db/id (:vendor qp)))
+      (:account qp) (assoc :account (:db/id (:account qp)))
+      (:bank-account qp) (assoc :bank-account (:db/id (:bank-account qp)))
+      (:linked-to qp) (assoc :linked-to (:linked-to qp))
+      (:description qp) (assoc :description (:description qp))
+      (:location qp) (assoc :location (:location qp))
+      (:client-id qp) (assoc :client-id (:client-id qp))
+      (:unresolved qp) (assoc :unresolved (:unresolved qp))
+      (:potential-duplicates qp) (assoc :potential-duplicates (:potential-duplicates qp))
+      (:start-date qp) (assoc :start-date (atime/unparse-local (:start-date qp) atime/normal-date))
+      (:end-date qp) (assoc :end-date (atime/unparse-local (:end-date qp) atime/normal-date))
+      (:per-page qp) (assoc :per-page (:per-page qp)))))
+
+(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)))))
+
 (defn left-aside- [{:keys [nav page-specific]} & _]
   [:aside {:id         "left-nav",
            :class "fixed top-0 left-0 pt-16 z-20 w-64 h-screen transition-transform",
@@ -260,25 +286,26 @@
 
       (sub-menu- {:selector "transactions"
                   :active? (= "transactions" selected)}
-                 (menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes
-                                                             ::transaction-routes/page)
-                                              {:date-range "month"})
+                 (menu-button- {:href (transaction-nav-url request ::transaction-routes/page)
                                 :active? (= ::transaction-routes/page (:matched-route request))
-                                :hx-boost "true"} "All")
-                 (menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes
-                                                             ::transaction-routes/unapproved-page)
-                                              {:date-range "month"})
+                                :hx-boost "true"
+                                :hx-vals "js:(() => { const p = new URLSearchParams(window.location.search); p.delete('status'); p.delete('start'); p.delete('per-page'); return Object.fromEntries(p); })()"}
+                               "All")
+                 (menu-button- {:href (transaction-nav-url request ::transaction-routes/unapproved-page)
                                 :active? (= ::transaction-routes/unapproved-page (:matched-route request))
-                                :hx-boost "true"} "Unapproved")
-                 (menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes
-                                                             ::transaction-routes/requires-feedback-page)
-                                              {:date-range "month"})
+                                :hx-boost "true"
+                                :hx-vals "js:(() => { const p = new URLSearchParams(window.location.search); p.delete('status'); p.delete('start'); p.delete('per-page'); return Object.fromEntries(p); })()"}
+                               "Unapproved")
+                 (menu-button- {:href (transaction-nav-url request ::transaction-routes/requires-feedback-page)
                                 :active? (= ::transaction-routes/requires-feedback-page (:matched-route request))
-                                :hx-boost "true"} "Client Review")
-                 (menu-button- {:href (hu/url (bidi/path-for ssr-routes/only-routes ::transaction-routes/approved-page)
-                                              {:date-range "month"})
+                                :hx-boost "true"
+                                :hx-vals "js:(() => { const p = new URLSearchParams(window.location.search); p.delete('status'); p.delete('start'); p.delete('per-page'); return Object.fromEntries(p); })()"}
+                               "Client Review")
+                 (menu-button- {:href (transaction-nav-url request ::transaction-routes/approved-page)
                                 :active? (= ::transaction-routes/approved-page (:matched-route request))
-                                :hx-boost "true"} "Approved")
+                                :hx-boost "true"
+                                :hx-vals "js:(() => { const p = new URLSearchParams(window.location.search); p.delete('status'); p.delete('start'); p.delete('per-page'); return Object.fromEntries(p); })()"}
+                               "Approved")
                  (when (can? (:identity request)
                              {:subject :transaction :activity :insights})
                    (menu-button- {:href (bidi/path-for ssr-routes/only-routes

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

@@ -251,7 +251,7 @@
             (merge-query {:query {:find ['?sort-default '?e]}})))]
 
     (->> (observable-query query)
-         (apply-sort-4 (assoc query-params :default-asc? true))
+         (apply-sort-4 (assoc query-params :default-asc? false))
          (apply-pagination query-params))))
 
 (defn fetch-page [request]

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

@@ -181,7 +181,8 @@
 
 (defn transaction-account-row* [{:keys [value client-id amount-mode total]}]
   (com/data-grid-row
-   (-> {:x-data (hx/json {:show (boolean (not (fc/field-value (:new? value))))
+   (-> {:class "account-row"
+        :x-data (hx/json {:show (boolean (not (fc/field-value (:new? value))))
                           :accountId (fc/field-value (:transaction-account/account value))})
         :data-key "show"
         :x-ref "p"}
@@ -217,22 +218,23 @@
                                                                                                                            '[:account/location])))
                           :client-locations (pull-attr (dc/db conn) :client/locations client-id)
                           :value (fc/field-value)}))))
-   (fc/with-field :transaction-account/amount
-     (com/data-grid-cell
-      {}
-      (com/validated-field
-       {:errors (fc/field-errors)}
-       (if (= "%" amount-mode)
-         (com/text-input {:name (fc/field-name)
-                          :class "w-16"
-                          :value (fc/field-value)
-                          :type "number"
-                          :step "0.01"})
-         (com/money-input {:name (fc/field-name)
-                           :class "w-16"
-                           :value (fc/field-value)})))))
-   (com/data-grid-cell {:class "align-top"}
-                       (com/a-icon-button {"@click.prevent.stop" "show=false; setTimeout(() => $refs.p.remove(), 500)"} svg/x))))
+    (fc/with-field :transaction-account/amount
+      (com/data-grid-cell
+       {}
+       (com/validated-field
+        {:errors (fc/field-errors)}
+        (if (= "%" amount-mode)
+          (com/text-input {:name (fc/field-name)
+                           :class "w-16 account-amount-field"
+                           :value (fc/field-value)
+                           :type "number"
+                           :step "0.01"})
+          (com/money-input {:name (fc/field-name)
+                            :class "w-16 account-amount-field"
+                            :value (fc/field-value)})))))
+    (com/data-grid-cell {:class "align-top"}
+                        (com/a-icon-button {"@click.prevent.stop" "show=false; setTimeout(() => $refs.p.remove(), 500)"
+                                            :class "account-remove-action"} svg/x))))
 
 (defn- account-field-name [index field]
   (str "step-params[transaction/accounts][" index "]["
@@ -245,46 +247,48 @@
 
 (defn transaction-account-row-no-cursor* [{:keys [account index client-id amount-mode total]}]
   (com/data-grid-row
-   (-> {:x-data (hx/json {:show true
+   (-> {:class "account-row"
+        :x-data (hx/json {:show true
                           :accountId (:transaction-account/account account)})
         :data-key "show"
         :x-ref "p"}
        hx/alpine-mount-then-appear)
-   (com/hidden {:name (account-field-name index :db/id)
-                :value (or (:db/id account) "")})
-   (com/data-grid-cell
-    {}
-    (com/validated-field
+    (com/hidden {:name (account-field-name index :db/id)
+                 :value (or (:db/id account) "")})
+    (com/data-grid-cell
      {}
-     (account-typeahead* {:value (:transaction-account/account account)
-                          :client-id client-id
-                          :name (account-field-name index :transaction-account/account)
-                          :x-model "accountId"})))
-   (com/data-grid-cell
-    {}
-    (com/validated-field
+     (com/validated-field
+      {}
+      (account-typeahead* {:value (:transaction-account/account account)
+                           :client-id client-id
+                           :name (account-field-name index :transaction-account/account)
+                           :x-model "accountId"})))
+    (com/data-grid-cell
      {}
-     (location-select* {:name (account-field-name index :transaction-account/location)
-                        :account-location (:account/location (cond->> (:transaction-account/account account)
-                                                               (nat-int? (:transaction-account/account account)) (dc/pull (dc/db conn)
-                                                                                                                          '[:account/location])))
-                        :client-locations (pull-attr (dc/db conn) :client/locations client-id)
-                        :value (:transaction-account/location account)})))
-   (com/data-grid-cell
-    {}
-    (com/validated-field
+     (com/validated-field
+      {}
+      (location-select* {:name (account-field-name index :transaction-account/location)
+                         :account-location (:account/location (cond->> (:transaction-account/account account)
+                                                                (nat-int? (:transaction-account/account account)) (dc/pull (dc/db conn)
+                                                                                                                           '[:account/location])))
+                         :client-locations (pull-attr (dc/db conn) :client/locations client-id)
+                         :value (:transaction-account/location account)})))
+    (com/data-grid-cell
      {}
-     (if (= "%" amount-mode)
-       (com/text-input {:name (account-field-name index :transaction-account/amount)
-                        :class "w-16"
-                        :value (:transaction-account/amount account)
-                        :type "number"
-                        :step "0.01"})
-       (com/money-input {:name (account-field-name index :transaction-account/amount)
-                         :class "w-16"
-                         :value (:transaction-account/amount account)}))))
-   (com/data-grid-cell {:class "align-top"}
-                       (com/a-icon-button {"@click.prevent.stop" "show=false; setTimeout(() => $refs.p.remove(), 500)"} svg/x))))
+     (com/validated-field
+      {}
+      (if (= "%" amount-mode)
+        (com/text-input {:name (account-field-name index :transaction-account/amount)
+                         :class "w-16 account-amount-field"
+                         :value (:transaction-account/amount account)
+                         :type "number"
+                         :step "0.01"})
+        (com/money-input {:name (account-field-name index :transaction-account/amount)
+                          :class "w-16 account-amount-field"
+                          :value (:transaction-account/amount account)}))))
+    (com/data-grid-cell {:class "align-top"}
+                        (com/a-icon-button {"@click.prevent.stop" "show=false; setTimeout(() => $refs.p.remove(), 500)"
+                                            :class "account-remove-action"} svg/x))))
 
 (defn location-select [{{:keys [name account-id client-id value] :as qp} :query-params}]
   (html-response (location-select* {:name name
@@ -385,36 +389,36 @@
                                            :index (count (:transaction/accounts snapshot))
                                            :tr-params {:hx-vals (hx/json {:client-id (:transaction/client snapshot)})}}
                                           "New account")
-                   (com/data-grid-row {}
-                                      (com/data-grid-cell {})
-                                      (com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TOTAL"])
-                                      (com/data-grid-cell {:id "total"
-                                                           :class "text-right"
-                                                           :hx-trigger "change from:closest form target:.amount-field"
-                                                           :hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-total)
-                                                           :hx-target "this"
-                                                           :hx-swap "innerHTML"}
-                                                          (account-total* request))
-                                      (com/data-grid-cell {}))
+                    (com/data-grid-row {:class "account-total-row"}
+                                       (com/data-grid-cell {})
+                                       (com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TOTAL"])
+                                       (com/data-grid-cell {:id "total"
+                                                            :class "text-right"
+                                                            :hx-trigger "change from:closest form target:.amount-field"
+                                                            :hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-total)
+                                                            :hx-target "this"
+                                                            :hx-swap "innerHTML"}
+                                                           (account-total* request))
+                                       (com/data-grid-cell {}))
 
-                   (com/data-grid-row {}
-                                      (com/data-grid-cell {})
-                                      (com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "BALANCE"])
-                                      (com/data-grid-cell {:id "total"
-                                                           :class "text-right"
-                                                           :hx-trigger "change from:closest form target:.amount-field"
-                                                           :hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-balance)
-                                                           :hx-target "this"
-                                                           :hx-swap "innerHTML"}
-                                                          (account-balance* request))
-                                      (com/data-grid-cell {}))
+                    (com/data-grid-row {:class "account-balance-row"}
+                                       (com/data-grid-cell {})
+                                       (com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "BALANCE"])
+                                       (com/data-grid-cell {:id "total"
+                                                            :class "text-right"
+                                                            :hx-trigger "change from:closest form target:.amount-field"
+                                                            :hx-put (bidi.bidi/path-for ssr-routes/only-routes ::route/account-balance)
+                                                            :hx-target "this"
+                                                            :hx-swap "innerHTML"}
+                                                           (account-balance* request))
+                                       (com/data-grid-cell {}))
 
-                   (com/data-grid-row {}
-                                      (com/data-grid-cell {})
-                                      (com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TRANSACTION TOTAL"])
-                                      (com/data-grid-cell {:class "text-right"}
-                                                          (format "$%,.2f" total))
-                                      (com/data-grid-cell {})))))
+                    (com/data-grid-row {:class "account-grand-total-row"}
+                                       (com/data-grid-cell {})
+                                       (com/data-grid-cell {:class "text-right"} [:span.font-bold.text-right "TRANSACTION TOTAL"])
+                                       (com/data-grid-cell {:class "text-right"}
+                                                           (format "$%,.2f" total))
+                                       (com/data-grid-cell {})))))
 
 (defn toggle-amount-mode [request]
   (let [snapshot (-> request :multi-form-state :snapshot)
@@ -952,7 +956,7 @@
                     (account-grid-body* request)]))]]]])
      :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"} "Done"))
+                              :next-button (com/button {:color :primary :x-ref "next" :class "w-32 wizard-save-action"} "Done"))
      :validation-route ::route/edit-wizard-navigate)))
 
 (defmulti save-handler (fn [request]