` / `| ` elements for the data-grid. The new layout is not a table, so these need to be simple div-based layouts.
- [ ] **Step 1: Add `summary-total-display` function**
Insert after `unbalanced-row*`:
```clojure
(defn summary-total-display [request]
(let [total-credits (-> request
:multi-form-state
:step-params
:sales-summary/items
(total-credits))
total-debits (-> request
:multi-form-state
:step-params
:sales-summary/items
(total-debits))]
[:div.flex.justify-between.text-sm.py-1
[:span.font-semibold "Total"]
[:div.flex.gap-8
[:span.font-mono (format "$%,.2f" total-debits)]
[:span.font-mono (format "$%,.2f" total-credits)]]]))
```
- [ ] **Step 2: Add `unbalanced-display` function**
```clojure
(defn unbalanced-display [request]
(let [total-credits (-> request
:multi-form-state
:step-params
:sales-summary/items
(total-credits))
total-debits (-> request
:multi-form-state
:step-params
:sales-summary/items
(total-debits))
delta (- total-debits total-credits)]
(when-not (dollars-0? delta)
[:div.flex.justify-between.text-sm.py-1
[:span.font-semibold {:class (if (pos? delta) "text-red-600" "text-green-600")} "Unbalanced"]
[:div.flex.gap-8
[:span.font-mono (when (pos? delta) (format "$%,.2f" delta))]
[:span.font-mono (when (neg? delta) (format "$%,.2f" (Math/abs delta)))]]]])))
```
- [ ] **Step 3: Use these in the render-step body**
In Task 4's render-step, replace the total/unbalanced section at the bottom with:
```clojure
[:div.mt-2.border-t.pt-2
(summary-total-display request)
(unbalanced-display request)]
```
---
### Task 6: Add `edit-item-account` handler
**Files:**
- Modify: `src/clj/auto_ap/ssr/pos/sales_summaries.clj`
- [ ] **Step 1: Write the handler**
Insert before `key->handler`:
```clojure
(defn edit-item-account [request]
(let [{:keys [item-index client-id current-account-id]} (:query-params request)
item-index (if (string? item-index) (Integer/parseInt item-index) item-index)
field-name-prefix (str "step-params[sales-summary/items][" item-index "]")]
(html-response
(account-edit-cell {:field-name-prefix field-name-prefix
:client-id (if (string? client-id) (Long/parseLong client-id) client-id)
:current-account-id (when (and current-account-id
(not= current-account-id ""))
(if (string? current-account-id)
(Long/parseLong current-account-id)
current-account-id))}))))
```
- [ ] **Step 2: Add it to key->handler**
Add to the handler map inside `key->handler`:
```clojure
::route/edit-item-account (-> edit-item-account
(wrap-schema-enforce :query-schema [:map
[:item-index nat-int?]
[:client-id {:optional true} [:maybe entity-id]]
[:current-account-id {:optional true} [:maybe :string]]]))
```
---
### Task 7: Add `save-item-account` handler
**Files:**
- Modify: `src/clj/auto_ap/ssr/pos/sales_summaries.clj`
- [ ] **Step 1: Write the handler**
This handler receives the typeahead's selected value via `hx-include "closest td"`, which includes the hidden input from the typeahead. The typeahead's hidden input name will be something like `step-params[sales-summary/items][2][ledger-mapped/account]`. We need to extract the selected account ID from the form params and return a display cell with the updated value.
```clojure
(defn save-item-account [request]
(let [{:keys [field-name-prefix client-id]} (some-> request :query-params)
account-input-name (str field-name-prefix "[ledger-mapped/account]")
account-id-str (get-in request [:form-params account-input-name])
account-id (when (and account-id-str (not= account-id-str ""))
(Long/parseLong account-id-str))
item {:ledger-mapped/account account-id
:item-index (second (re-find #"\[(\d+)\]" field-name-prefix))}]
(html-response
(account-display-cell {:item item
:field-name-prefix field-name-prefix
:client-id (if (string? client-id) (Long/parseLong client-id) client-id)}))))
```
**Note:** `field-name-prefix` comes from `hx-vals` in the confirm button. `account-input-name` is constructed by appending `[ledger-mapped/account]` to the prefix. The typeahead's hidden input will have this name.
- [ ] **Step 2: Add it to key->handler**
```clojure
::route/save-item-account (-> save-item-account
(mm/wrap-wizard edit-wizard)
(mm/wrap-decode-multi-form-state))
```
Wait — we said no DB writes until wizard submit. So we should NOT wrap with `wrap-wizard` and `wrap-decode-multi-form-state`. The handler just returns HTML. It doesn't need the wizard state. The form params contain the typeahead value, and the query params contain the field name prefix and client-id. Simple.
```clojure
::route/save-item-account save-item-account
```
---
### Task 8: Add `cancel-item-account` handler
**Files:**
- Modify: `src/clj/auto_ap/ssr/pos/sales_summaries.clj`
- [ ] **Step 1: Write the handler**
```clojure
(defn cancel-item-account [request]
(let [{:keys [field-name-prefix client-id current-account-id]} (:query-params request)
account-id (when (and current-account-id (not= current-account-id ""))
(if (string? current-account-id)
(Long/parseLong current-account-id)
current-account-id))
item {:ledger-mapped/account account-id
:item-index (second (re-find #"\[(\d+)\]" field-name-prefix))}]
(html-response
(account-display-cell {:item item
:field-name-prefix field-name-prefix
:client-id (if (string? client-id) (Long/parseLong client-id) client-id)}))))
```
- [ ] **Step 2: Add it to key->handler**
```clojure
::route/cancel-item-account cancel-item-account
```
---
### Task 9: Wire routes in key->handler
**Files:**
- Modify: `src/clj/auto_ap/ssr/pos/sales_summaries.clj`
- [ ] **Step 1: Add all three new handlers to key->handler**
The final additions to the handler map (before the closing `}`):
```clojure
::route/edit-item-account (-> edit-item-account
(wrap-schema-enforce :query-schema [:map
[:item-index nat-int?]
[:client-id {:optional true} [:maybe entity-id]]
[:current-account-id {:optional true} [:maybe :string]]]))
::route/save-item-account save-item-account
::route/cancel-item-account cancel-item-account
```
These get the same middleware applied via `apply-middleware-to-all-handlers` at the bottom of `key->handler`.
---
### Task 10: Handle manual items in the two-column layout
**Files:**
- Modify: `src/clj/auto_ap/ssr/pos/sales_summaries.clj`
Manual items have editable category text inputs and debit/credit money inputs. In the two-column layout, manual items need to stay in "edit mode" with their inputs visible.
- [ ] **Step 1: Add manual item rendering in the debit/credit columns**
In the render-step `for` loop, when `manual?` is true, render the editable fields instead of display-mode:
For a debit manual item:
```clojure
[:div.flex.items-center.gap-2.text-sm
(com/hidden {:name (str "step-params[sales-summary/items][" actual-idx "][db/id]")
:value (:db/id item)})
(com/hidden {:name (str "step-params[sales-summary/items][" actual-idx "][sales-summary-item/manual?]")
:value "true"})
(fc/start-form-with-prefix [(str "step-params[sales-summary/items][" actual-idx "]")]
item []
(fc/with-field :sales-summary-item/category
(com/text-input {:placeholder "Category/Explanation"
:name (fc/field-name)
:value (fc/field-value)
:class "w-32 text-sm"}))
(account-display-cell {:item (assoc item :item-index actual-idx)
:field-name-prefix (str "step-params[sales-summary/items][" actual-idx "]")
:client-id client-id}))
(fc/start-form-with-prefix [(str "step-params[sales-summary/items][" actual-idx "]")]
item []
(fc/with-field :debit
(com/money-input {:class "w-24 text-sm"
:name (fc/field-name)
:value (fc/field-value)})))]
```
For a credit manual item, replace `:debit` with `:credit`.
---
### Task 11: Test the complete flow end-to-end
**Files:**
- Manual testing
- [ ] **Step 1: Open a sales summary row in the wizard**
Verify the two-column layout renders correctly with debits on the left, credits on the right.
- [ ] **Step 2: Verify display-mode account cells**
Each item should show the account name (or "Missing acct" pill) + hidden input + pencil icon.
- [ ] **Step 3: Click a pencil icon**
The cell should swap to show a typeahead search + confirm (check) and cancel (X) buttons.
- [ ] **Step 4: Search and select an account in the typeahead**
After selecting, click confirm. The cell should swap back to display mode with the updated account name and hidden input value.
- [ ] **Step 5: Click cancel**
The cell should swap back to the original display mode.
- [ ] **Step 6: Submit the wizard**
All hidden inputs (including the updated account) should be submitted. Verify the transaction updates the correct accounts.
- [ ] **Step 7: Test manual items**
Add a new summary item. Verify it renders with editable category + money inputs. Verify the account cell still uses the pencil-to-typeahead pattern.
- [ ] **Step 8: Test total/unbalanced display**
Verify totals and unbalanced indicators update correctly (if the `expense-account-total` route is fixed — out of scope for this plan but note if broken).
|