Developer Experience Report — Building a Full MVP via AI Agent

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mxcli Developer Experience Report — Building a Full MVP via AI Agent

Context

Built a complete Mendix MVP (HomeBudget — 7 entities, 16 microflows, 9 pages, security, navigation) entirely through mxcli/MDL as an AI coding agent (Claude). Platform: macOS ARM64, mxcli via Docker, Mendix 11.8.0.

Goal: validate "app from scratch via CLI" workflow without Studio Pro.

Result: ~80% achievable via CLI. The remaining 20% requires Studio Pro or produces corrupted output.

---

Critical Issues

1. Fresh MPR missing .mxunit files — MPR corrupted, Studio Pro can't open

Severity: Critical (data loss / unusable output)

After building the app via mxcli on a template MPR, Studio Pro crashes:

DirectoryNotFoundException: mprcontents/7e/75/7e750ca7-3832-4feb-a388-3bc0d5ea84ab.mxunit

Root cause: mxcli registers units in the SQLite Unit table but does not write .mxunit content files for container-type units (root, modules, folders, ProjectDocuments). The DB has 407 entries; only 38 files exist on disk.

Resolution: Use mx create-project first (produces 369 base files), then replay MDL scripts. But this isn't documented as a requirement — the existing template MPR silently produces corrupted output.

Suggestions:

• Write a .mxunit file for every unit inserted into the Unit table
• Or add mxcli doctor/mxcli repair to detect and fix missing files
• Document: "Never use a manually-created MPR. Always start with mxcli new or mx create-project"

2. Quoted identifiers stored literally in BSON → CE1613 errors

Severity: High (35 build errors from one cause)

The MDL docs and skill files advise "always quote all identifiers" for safety. mxcli stores the quotes literally in BSON. mx check then reports:

CE1613: The selected attribute 'HomeBudget.Transaction."Amount"' no longer exists.

Affects: VALIDATION FEEDBACK paths, XPath in access rules, page widget bindings.

Suggestion: Strip quotes before writing to BSON, or reject quoted identifiers in contexts where they cause corruption.

3. set $Object/Association = $Target fails for writes

Severity: High (every association assignment affected)

XPath-style association access works for reads ($Order/Module.Order_Customer/Name) but fails for writes. The error message ("variable not declared") gives no hint about read-vs-write semantics.

Workaround: change $Object (Module.Association = $Target);

Suggestion: Either support write syntax or emit a clear error: "Use CHANGE to set associations."

---

Blockers on Fresh Projects

4. Project security "not found" on fresh MPR (pre-mx create-project)

alter project security level production → "project security not found." Blocks user roles, demo users, security level. Resolved by using mx create-project which includes the security document.

5. Navigation document missing on fresh MPR (pre-mx create-project)

CREATE OR REPLACE NAVIGATION Responsive → "no navigation document found." The "CREATE" part doesn't create the document. Also resolved by mx create-project.

6. Atlas Core module not included

Pages reference Atlas_Core.Atlas_Default layout — doesn't exist in fresh project. Pages created layoutless.

Suggestion: An mxcli init command that bootstraps security + navigation + Atlas Core would make the "app from scratch" workflow viable.

---

Lint Rule Issues

Issue	Impact
MPR001 vs CONV004 contradict (ENUM_ prefix vs PascalCase)	Impossible to satisfy both
QUAL004 false positive — reports microflows as "not called" despite having callers (confirmed via SHOW CALLERS)	Noise
CONV002 flags trivial numeric defaults (0) as needing BCR_ microflows	Noise
CONV015 flags entity validation rules even with coexisting VAL_ microflows	Noise
CONV003 page naming suffix list too narrow (rejects Dashboard, _Edit)	Noise
MPR008 merge node overlaps unfixable via MDL (auto-placed, not addressable)	Can't achieve clean baseline
No suppression mechanism (--disable RULE or inline -- nolint:RULE)	Can't establish CI baseline

Suggestion: Add --disable flag or .mxcli-lint.yaml config. Fix QUAL004 to check microflow→microflow call graph. Resolve MPR001/CONV004 contradiction.

---

Parser / Syntax Issues

Expected	Actual	Severity
RENAME PAGE Module.Old TO Module.New	Not implemented	Medium
DataGrid2 filters (textfilter, dropdownfilter)	Parse error — documented but not in parser	Medium
GRANT ... (write ("Attr")) with quoted identifier	Parser rejects quotes inside write()	Low
RENAME ENUMERATION Mod.Old TO Mod.New	Target cannot include module prefix	Low
Page forward references in same script	Fails — must create edit pages before overview pages	Medium

---

Minor / Documentation Issues

Issue	Notes
Linux ARM64 binary on macOS	Requires Docker for every command
LOOP requires explicit BEGIN keyword	Skill docs unclear about this
Demo user requires ENTITY clause with multiple System.User subtypes	Clear error message, easy fix
Password policy enforces 12+ chars in Production	Unexpected from examples showing shorter
MPR filename stored internally — renaming breaks Studio Pro	StorageMprNameDiscrepancyException
Association reads with quoted names in XPath	Reference checker initially confusing

---

What Works Well

• Domain model creation — entity/association/enumeration syntax is clean and productive
• Microflow authoring — control flow, RETRIEVE, CRUD, error handling all work
• Page creation — core widget set (DATAGRID, DATAVIEW, TEXTBOX, ACTIONBUTTON) covers essentials
• SHOW/DESCRIBE/SHOW CALLERS — invaluable for autonomous exploration
• Script files + mxcli check — repeatable, versionable, catchable before execution
• Catalog queries — powerful for programmatic analysis
• mx create-project — once discovered, solves the fresh project problem cleanly

---

Top Suggestions (Priority Order)

1. Fix .mxunit file generation — write content files for all registered units (Critical bug)
2. Strip quoted identifiers before BSON serialization — or reject them in affected contexts
3. mxcli init command — bootstrap security + navigation + Atlas Core on fresh projects
4. Lint rule suppression — --disable flag or config file for CI integration
5. Implement DataGrid2 filters in parser — documented features should work
6. Fix QUAL004 false positives — check microflow call graph, not just page/navigation refs
7. Clear error for association write syntax — point users to change pattern

---

Environment

• mxcli version: v0.7.0-dirty (2026-04-21, main branch, Linux ARM64 ELF, run via Docker)
• Mendix version: 11.8.0
• Agent: OpenCode (Claude claude-opus-4.6)
• OS: macOS 15.x ARM64
• Workflow: MDL scripts in mdlsource/, validated via mxcli check, executed via mxcli exec

[github-actions]

Issue Triage

Summary:
The reporter describes a series of bugs and usability gaps encountered while building a Mendix MVP entirely with mxcli/MDL, ranging from missing .mxunit files and quoted‑identifier handling to lint‑rule false positives and missing project bootstrap steps.

Checklist of required information for a bug report

Required info	Present?	Notes
mxcli version (exact output of mxcli --version or commit/build)	❌	Only described as “bundled with project (Linux ARM64 ELF, run via Docker)”; no explicit version string.
Mendix version	✅	11.8.0
Scenario (what the user was trying to do)	✅	Building a full MVP via MDL scripts, using mxcli check/exec.
Expected output	⚠️	Described per‑issue (e.g., “Studio Pro should open the MPR”), but no single concise statement for the overall report.
Experienced output (error messages, wrong result, crash)	✅	Detailed error messages and symptoms are provided for each bug.
AI bug report (mxcli diag --bundle or session log)	❌	Not included.

What’s missing / could be improved

• Please share the exact mxcli version (run mxcli --version and paste the output).
• Provide a brief overall statement of what you expected to happen when running your MDL scripts (e.g., “the generated MPR should open cleanly in Studio Pro and build without errors”).
• Attach the output of mxcli diag --bundle (or at least the session log) so we can reproduce the environment and see any internal diagnostics.

If you can add those details, the report will be complete and we can start investigating the critical .mxunit file generation issue and the other points you raised. Thanks for the thorough feedback!

---

Automated triage via OpenRouter — workflow source

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Note on version: The v0.7.0-dirty label reflects a build from the main branch (2026-04-21). This is effectively current main at the time of testing.

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Diagnostic bundle: mxcli diag --bundle output generated (173 bytes — minimal since session logs weren't persisted in Docker).

MDL scripts (12 files, executed in order) posted in the next comment:

1. m1-foundation.mdl — module, 4 enumerations, 7 entities, 10 associations
2. m1-security.mdl — module roles, entity access with XPath, demo user
3. m2-microflows.mdl — 16 microflows (CRUD, validation, budget recalculation)
4. m3-pages.mdl — 6 pages (Transaction, Account, Category overview+edit)
5. m4-pages.mdl — 3 pages (Budget overview, BudgetLine edit, Dashboard)
6. m5-navigation.mdl — navigation config
7. m5-fix-lint.mdl — enumeration renames
8. fix-positions-{1-5}.mdl — microflow position fixes for MPR008

Reproduction: Execute these sequentially against mx create-project output with mxcli exec.

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mdlsource/m1-foundation.mdl

-- ============================================================================
-- M1: Foundation — Module, Enumerations, Entities, Associations
-- ============================================================================

-- MARK: MODULE

/**
 * HomeBudget module
 *
 * Household budget management — accounts, transactions, categories, budgets.
 * @since 1.0.0
 */
create module HomeBudget;

-- MARK: ENUMERATIONS

/**
 * Account type classification
 * @since 1.0.0
 */
create enumeration HomeBudget."ENUM_AccountType" (
  Checking 'Checking',
  Savings 'Savings',
  CreditCard 'Credit Card',
  Cash 'Cash'
);

/**
 * Category type — income or expense
 * @since 1.0.0
 */
create enumeration HomeBudget."ENUM_CategoryType" (
  Income 'Income',
  Expense 'Expense'
);

/**
 * Transaction type classification
 * @since 1.0.0
 */
create enumeration HomeBudget."ENUM_TransactionType" (
  Income 'Income',
  Expense 'Expense',
  Transfer 'Transfer'
);

/**
 * Household member role
 * @since 1.0.0
 */
create enumeration HomeBudget."ENUM_HouseholdRole" (
  Admin 'Admin',
  Member 'Member'
);

-- MARK: ENTITIES

/**
 * Top-level household container. All data is scoped to a household.
 * @since 1.0.0
 */
@position(50, 50)
create persistent entity HomeBudget."Household" (
  /** Household display name */
  "Name": string(200) not null error 'Name is required'
);

/**
 * Household member — extends System.User for authentication integration.
 * @since 1.0.0
 * @see System.User
 */
@position(400, 50)
create persistent entity HomeBudget."HouseholdMember" extends System.User (
  /** Display name shown in UI */
  "DisplayName": string(200) not null error 'Display name is required',
  /** Role within the household */
  "Role": enumeration(HomeBudget."ENUM_HouseholdRole") not null error 'Role is required'
);

/**
 * Financial account (checking, savings, credit card, cash).
 * Balance is computed at read time via SUM aggregation.
 * @since 1.0.0
 */
@position(50, 250)
create persistent entity HomeBudget."Account" (
  /** Account display name */
  "Name": string(200) not null error 'Name is required',
  /** Type of account */
  "AccountType": enumeration(HomeBudget."ENUM_AccountType") not null error 'Account type is required',
  /** Starting balance before any transactions */
  "InitialBalance": decimal default 0,
  /** Whether this account is active */
  "IsActive": boolean default true
);

/**
 * Transaction category (income or expense). Flat for MVP.
 * @since 1.0.0
 */
@position(400, 250)
create persistent entity HomeBudget."Category" (
  /** Category display name */
  "Name": string(200) not null error 'Name is required',
  /** Income or expense category */
  "CategoryType": enumeration(HomeBudget."ENUM_CategoryType") not null error 'Category type is required',
  /** Color code for UI display (hex) */
  "Color": string(7),
  /** Display order */
  "SortOrder": integer default 0,
  /** Whether this category is active */
  "IsActive": boolean default true
);

/**
 * Financial transaction — income, expense, or transfer.
 * @since 1.0.0
 */
@position(50, 500)
create persistent entity HomeBudget."Transaction" (
  /** Transaction amount (always positive; type determines direction) */
  "Amount": decimal not null error 'Amount is required',
  /** Date of the transaction */
  "TransactionDate": datetime not null error 'Date is required',
  /** Optional description/memo */
  "Description": string(500),
  /** Type: income, expense, or transfer */
  "TransactionType": enumeration(HomeBudget."ENUM_TransactionType") not null error 'Transaction type is required'
)
index ("TransactionDate" desc)
index ("TransactionType", "TransactionDate");

/**
 * Monthly budget container — one per calendar month per household.
 * @since 1.0.0
 */
@position(750, 50)
create persistent entity HomeBudget."Budget" (
  /** Budget year */
  "Year": integer not null error 'Year is required',
  /** Budget month (1-12) */
  "Month": integer not null error 'Month is required'
)
index ("Year", "Month");

/**
 * Per-category budget line within a monthly budget.
 * Stores computed snapshots (ActualSpent, RolloverIn) recalculated on transaction CUD.
 * @since 1.0.0
 */
@position(750, 250)
create persistent entity HomeBudget."BudgetLine" (
  /** Budgeted amount for this category this month */
  "BudgetedAmount": decimal default 0,
  /** Actual spent — recalculated on transaction changes */
  "ActualSpent": decimal default 0,
  /** Rollover from previous month — min(remaining, budgeted), capped 1x */
  "RolloverIn": decimal default 0
);

-- MARK: ASSOCIATIONS

/**
 * HouseholdMember belongs to a Household
 */
create association HomeBudget."HouseholdMember_Household"
from HomeBudget."HouseholdMember" to HomeBudget."Household"
type reference
owner default;

/**
 * Account belongs to a Household
 */
create association HomeBudget."Account_Household"
from HomeBudget."Account" to HomeBudget."Household"
type reference
owner default;

/**
 * Category belongs to a Household
 */
create association HomeBudget."Category_Household"
from HomeBudget."Category" to HomeBudget."Household"
type reference
owner default;

/**
 * Transaction belongs to primary Account
 */
create association HomeBudget."Transaction_Account"
from HomeBudget."Transaction" to HomeBudget."Account"
type reference
owner default;

/**
 * Transaction optionally links to destination Account (for transfers)
 */
create association HomeBudget."Transaction_ToAccount"
from HomeBudget."Transaction" to HomeBudget."Account"
type reference
owner default;

/**
 * Transaction belongs to a Category
 */
create association HomeBudget."Transaction_Category"
from HomeBudget."Transaction" to HomeBudget."Category"
type reference
owner default;

/**
 * Transaction created by a HouseholdMember
 */
create association HomeBudget."Transaction_CreatedBy"
from HomeBudget."Transaction" to HomeBudget."HouseholdMember"
type reference
owner default;

/**
 * Budget belongs to a Household
 */
create association HomeBudget."Budget_Household"
from HomeBudget."Budget" to HomeBudget."Household"
type reference
owner default;

/**
 * BudgetLine belongs to a Budget
 */
create association HomeBudget."BudgetLine_Budget"
from HomeBudget."BudgetLine" to HomeBudget."Budget"
type reference
owner default;

/**
 * BudgetLine belongs to a Category
 */
create association HomeBudget."BudgetLine_Category"
from HomeBudget."BudgetLine" to HomeBudget."Category"
type reference
owner default;

mdlsource/m1-security.mdl

-- ============================================================================
-- M1: Security — Module Roles, Entity Access, User Roles, Demo Users
-- ============================================================================

-- MARK: MODULE ROLES

create module role HomeBudget."HouseholdAdmin" description 'Full household administration';
create module role HomeBudget."HouseholdMember" description 'Regular household member';

-- MARK: ENTITY ACCESS

-- Household: both roles read, only admin writes
grant HomeBudget."HouseholdAdmin" on HomeBudget."Household" (create, delete, read *, write *)
  where '[HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';
grant HomeBudget."HouseholdMember" on HomeBudget."Household" (read *)
  where '[HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';

-- HouseholdMember: admin full, member reads + writes own
grant HomeBudget."HouseholdAdmin" on HomeBudget."HouseholdMember" (create, delete, read *, write *)
  where '[HomeBudget.HouseholdMember_Household = ''[%CurrentUser%]''/HomeBudget.HouseholdMember_Household]';
grant HomeBudget."HouseholdMember" on HomeBudget."HouseholdMember" (read *, write (DisplayName))
  where '[HomeBudget.HouseholdMember_Household = ''[%CurrentUser%]''/HomeBudget.HouseholdMember_Household]';

-- Account: admin full, member read + limited write
grant HomeBudget."HouseholdAdmin" on HomeBudget."Account" (create, delete, read *, write *)
  where '[HomeBudget.Account_Household/HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';
grant HomeBudget."HouseholdMember" on HomeBudget."Account" (read *)
  where '[HomeBudget.Account_Household/HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';

-- Category: admin full, member read
grant HomeBudget."HouseholdAdmin" on HomeBudget."Category" (create, delete, read *, write *)
  where '[HomeBudget.Category_Household/HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';
grant HomeBudget."HouseholdMember" on HomeBudget."Category" (read *)
  where '[HomeBudget.Category_Household/HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';

-- Transaction: both roles full CRUD (scoped to household)
grant HomeBudget."HouseholdAdmin" on HomeBudget."Transaction" (create, delete, read *, write *)
  where '[HomeBudget.Transaction_Account/HomeBudget.Account_Household/HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';
grant HomeBudget."HouseholdMember" on HomeBudget."Transaction" (create, delete, read *, write *)
  where '[HomeBudget.Transaction_Account/HomeBudget.Account_Household/HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';

-- Budget: admin full, member read
grant HomeBudget."HouseholdAdmin" on HomeBudget."Budget" (create, delete, read *, write *)
  where '[HomeBudget.Budget_Household/HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';
grant HomeBudget."HouseholdMember" on HomeBudget."Budget" (read *)
  where '[HomeBudget.Budget_Household/HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';

-- BudgetLine: admin full, member read
grant HomeBudget."HouseholdAdmin" on HomeBudget."BudgetLine" (create, delete, read *, write *)
  where '[HomeBudget.BudgetLine_Budget/HomeBudget.Budget_Household/HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';
grant HomeBudget."HouseholdMember" on HomeBudget."BudgetLine" (read *)
  where '[HomeBudget.BudgetLine_Budget/HomeBudget.Budget_Household/HomeBudget.HouseholdMember_Household/HomeBudget.HouseholdMember = ''[%CurrentUser%]'']';

-- MARK: USER ROLES

create user role "HouseholdAdmin" (HomeBudget."HouseholdAdmin") manage all roles;
create user role "HouseholdMember" (HomeBudget."HouseholdMember");

-- MARK: PROJECT SECURITY

alter project security level production;
alter project security demo users on;

-- MARK: DEMO USERS

create demo user 'admin@home' password 'Admin123!' entity HomeBudget."HouseholdMember" ("HouseholdAdmin");
create demo user 'member@home' password 'Member123!' entity HomeBudget."HouseholdMember" ("HouseholdMember");

mdlsource/m2-microflows.mdl

-- ============================================================================
-- M2: Core Logic — CRUD & Validation Microflows
-- ============================================================================

-- MARK: HOUSEHOLD SETUP

/**
 * Creates a new household and assigns the current user as admin
 *
 * @param $Name Household name
 * @returns The created Household
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_CreateHousehold" (
  $Name: string
)
returns HomeBudget."Household" as $Household
begin
  $Household = create HomeBudget."Household" (
    "Name" = $Name);

  -- Assign current user as admin member
  retrieve $CurrentUser from HomeBudget."HouseholdMember"
    where id = '[%CurrentUser%]' limit 1;

  change $CurrentUser (
    "Role" = HomeBudget.ENUM_HouseholdRole.Admin,
    HomeBudget."HouseholdMember_Household" = $Household);

  commit $Household;
  commit $CurrentUser;

  -- Create default categories
  call microflow HomeBudget."ACT_CreateDefaultCategories"("Household" = $Household);

  return $Household;
end;
/

/**
 * Creates a standard set of income and expense categories for a household
 *
 * @param $Household The household to create categories for
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_CreateDefaultCategories" (
  $Household: HomeBudget."Household"
)
returns boolean as $Success
begin
  declare $Success boolean = true;
  declare $Sort integer = 0;

  -- Income categories
  $Cat = create HomeBudget."Category" (
    "Name" = 'Salary',
    "CategoryType" = HomeBudget.ENUM_CategoryType.Income,
    "Color" = '#4CAF50',
    "SortOrder" = $Sort,
    "IsActive" = true);
  change $Cat (HomeBudget."Category_Household" = $Household);
  commit $Cat;

  set $Sort = $Sort + 1;
  $Cat2 = create HomeBudget."Category" (
    "Name" = 'Other Income',
    "CategoryType" = HomeBudget.ENUM_CategoryType.Income,
    "Color" = '#66BB6A',
    "SortOrder" = $Sort,
    "IsActive" = true);
  change $Cat2 (HomeBudget."Category_Household" = $Household);
  commit $Cat2;

  -- Expense categories
  set $Sort = $Sort + 1;
  $Cat3 = create HomeBudget."Category" (
    "Name" = 'Groceries',
    "CategoryType" = HomeBudget.ENUM_CategoryType.Expense,
    "Color" = '#FF9800',
    "SortOrder" = $Sort,
    "IsActive" = true);
  change $Cat3 (HomeBudget."Category_Household" = $Household);
  commit $Cat3;

  set $Sort = $Sort + 1;
  $Cat4 = create HomeBudget."Category" (
    "Name" = 'Utilities',
    "CategoryType" = HomeBudget.ENUM_CategoryType.Expense,
    "Color" = '#2196F3',
    "SortOrder" = $Sort,
    "IsActive" = true);
  change $Cat4 (HomeBudget."Category_Household" = $Household);
  commit $Cat4;

  set $Sort = $Sort + 1;
  $Cat5 = create HomeBudget."Category" (
    "Name" = 'Transport',
    "CategoryType" = HomeBudget.ENUM_CategoryType.Expense,
    "Color" = '#9C27B0',
    "SortOrder" = $Sort,
    "IsActive" = true);
  change $Cat5 (HomeBudget."Category_Household" = $Household);
  commit $Cat5;

  set $Sort = $Sort + 1;
  $Cat6 = create HomeBudget."Category" (
    "Name" = 'Entertainment',
    "CategoryType" = HomeBudget.ENUM_CategoryType.Expense,
    "Color" = '#E91E63',
    "SortOrder" = $Sort,
    "IsActive" = true);
  change $Cat6 (HomeBudget."Category_Household" = $Household);
  commit $Cat6;

  set $Sort = $Sort + 1;
  $Cat7 = create HomeBudget."Category" (
    "Name" = 'Healthcare',
    "CategoryType" = HomeBudget.ENUM_CategoryType.Expense,
    "Color" = '#F44336',
    "SortOrder" = $Sort,
    "IsActive" = true);
  change $Cat7 (HomeBudget."Category_Household" = $Household);
  commit $Cat7;

  set $Sort = $Sort + 1;
  $Cat8 = create HomeBudget."Category" (
    "Name" = 'Housing',
    "CategoryType" = HomeBudget.ENUM_CategoryType.Expense,
    "Color" = '#795548',
    "SortOrder" = $Sort,
    "IsActive" = true);
  change $Cat8 (HomeBudget."Category_Household" = $Household);
  commit $Cat8;

  set $Sort = $Sort + 1;
  $Cat9 = create HomeBudget."Category" (
    "Name" = 'Other Expenses',
    "CategoryType" = HomeBudget.ENUM_CategoryType.Expense,
    "Color" = '#607D8B',
    "SortOrder" = $Sort,
    "IsActive" = true);
  change $Cat9 (HomeBudget."Category_Household" = $Household);
  commit $Cat9;

  return $Success;
end;
/

-- MARK: ACCOUNT CRUD

/**
 * Validates an Account before saving
 *
 * @param $Account The account to validate
 * @returns true if valid
 * @since 1.0.0
 */
create microflow HomeBudget."VAL_Account" (
  $Account: HomeBudget."Account"
)
returns boolean as $IsValid
begin
  declare $IsValid boolean = true;

  if trim($Account/"Name") = '' then
    set $IsValid = false;
    validation feedback $Account/"Name" message 'Account name is required';
  end if;

  if $Account/"AccountType" = empty then
    set $IsValid = false;
    validation feedback $Account/"AccountType" message 'Account type is required';
  end if;

  return $IsValid;
end;
/

/**
 * Saves an Account after validation
 *
 * @param $Account The account to save
 * @returns true if saved successfully
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_SaveAccount" (
  $Account: HomeBudget."Account"
)
returns boolean as $Success
begin
  declare $Success boolean = false;

  $IsValid = call microflow HomeBudget."VAL_Account"("Account" = $Account);

  if $IsValid then
    commit $Account;
    set $Success = true;
  end if;

  return $Success;
end;
/

/**
 * Deactivates an Account (soft delete)
 *
 * @param $Account The account to deactivate
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_DeactivateAccount" (
  $Account: HomeBudget."Account"
)
returns boolean as $Success
begin
  declare $Success boolean = true;
  change $Account ("IsActive" = false);
  commit $Account;
  return $Success;
end;
/

-- MARK: CATEGORY CRUD

/**
 * Validates a Category before saving
 *
 * @param $Category The category to validate
 * @returns true if valid
 * @since 1.0.0
 */
create microflow HomeBudget."VAL_Category" (
  $Category: HomeBudget."Category"
)
returns boolean as $IsValid
begin
  declare $IsValid boolean = true;

  if trim($Category/"Name") = '' then
    set $IsValid = false;
    validation feedback $Category/"Name" message 'Category name is required';
  end if;

  if $Category/"CategoryType" = empty then
    set $IsValid = false;
    validation feedback $Category/"CategoryType" message 'Category type is required';
  end if;

  return $IsValid;
end;
/

/**
 * Saves a Category after validation
 *
 * @param $Category The category to save
 * @returns true if saved
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_SaveCategory" (
  $Category: HomeBudget."Category"
)
returns boolean as $Success
begin
  declare $Success boolean = false;

  $IsValid = call microflow HomeBudget."VAL_Category"("Category" = $Category);

  if $IsValid then
    commit $Category;
    set $Success = true;
  end if;

  return $Success;
end;
/

/**
 * Deactivates a Category (soft delete)
 *
 * @param $Category The category to deactivate
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_DeactivateCategory" (
  $Category: HomeBudget."Category"
)
returns boolean as $Success
begin
  declare $Success boolean = true;
  change $Category ("IsActive" = false);
  commit $Category;
  return $Success;
end;
/

-- MARK: TRANSACTION CRUD

/**
 * Validates a Transaction before saving
 *
 * @param $Transaction The transaction to validate
 * @returns true if valid
 * @since 1.0.0
 */
create microflow HomeBudget."VAL_Transaction" (
  $Transaction: HomeBudget."Transaction"
)
returns boolean as $IsValid
begin
  declare $IsValid boolean = true;

  if $Transaction/"Amount" = empty then
    set $IsValid = false;
    validation feedback $Transaction/"Amount" message 'Amount is required';
  else
    if $Transaction/"Amount" <= 0 then
      set $IsValid = false;
      validation feedback $Transaction/"Amount" message 'Amount must be positive';
    end if;
  end if;

  if $Transaction/"TransactionDate" = empty then
    set $IsValid = false;
    validation feedback $Transaction/"TransactionDate" message 'Date is required';
  end if;

  if $Transaction/"TransactionType" = empty then
    set $IsValid = false;
    validation feedback $Transaction/"TransactionType" message 'Transaction type is required';
  end if;

  if $Transaction/HomeBudget."Transaction_Account" = empty then
    set $IsValid = false;
    validation feedback $Transaction/"Amount" message 'Please select an account';
  end if;

  if $Transaction/HomeBudget."Transaction_Category" = empty then
    set $IsValid = false;
    validation feedback $Transaction/"Amount" message 'Please select a category';
  end if;

  -- Transfer requires ToAccount
  if $Transaction/"TransactionType" = HomeBudget.ENUM_TransactionType.Transfer then
    if $Transaction/HomeBudget."Transaction_ToAccount" = empty then
      set $IsValid = false;
      validation feedback $Transaction/"Amount" message 'Transfer requires a destination account';
    end if;
  end if;

  return $IsValid;
end;
/

/**
 * Saves a new or edited Transaction, triggers budget recalculation
 *
 * @param $Transaction The transaction to save
 * @returns true if saved
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_SaveTransaction" (
  $Transaction: HomeBudget."Transaction"
)
returns boolean as $Success
begin
  declare $Success boolean = false;

  $IsValid = call microflow HomeBudget."VAL_Transaction"("Transaction" = $Transaction);

  if $IsValid then
    -- Set created by if new
    if $Transaction/HomeBudget."Transaction_CreatedBy" = empty then
      retrieve $CurrentUser from HomeBudget."HouseholdMember"
        where id = '[%CurrentUser%]' limit 1;
      change $Transaction (HomeBudget."Transaction_CreatedBy" = $CurrentUser);
    end if;

    commit $Transaction;

    -- Recalculate budget line for affected month/category
    call microflow HomeBudget."ACT_RecalculateBudgetLine"("Transaction" = $Transaction);

    set $Success = true;
  end if;

  return $Success;
end;
/

/**
 * Deletes a Transaction and recalculates budget
 *
 * @param $Transaction The transaction to delete
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_DeleteTransaction" (
  $Transaction: HomeBudget."Transaction"
)
returns boolean as $Success
begin
  declare $Success boolean = true;

  -- Store references before deletion for recalculation
  declare $TransactionDate datetime = $Transaction/"TransactionDate";
  declare $Category HomeBudget."Category";
  set $Category = $Transaction/HomeBudget."Transaction_Category";

  declare $Account HomeBudget."Account";
  set $Account = $Transaction/HomeBudget."Transaction_Account";

  delete $Transaction;

  -- Recalculate budget line for the month/category
  -- We need Budget for the month
  declare $Year integer = parseInteger(formatDateTime($TransactionDate, 'yyyy'));
  declare $Month integer = parseInteger(formatDateTime($TransactionDate, 'MM'));

  declare $Household HomeBudget."Household";
  set $Household = $Account/HomeBudget."Account_Household";

  retrieve $Budget from HomeBudget."Budget"
    where "Year" = $Year
      and "Month" = $Month
      and HomeBudget."Budget_Household" = $Household limit 1;

  if $Budget != empty then
    retrieve $BudgetLine from HomeBudget."BudgetLine"
      where HomeBudget."BudgetLine_Budget" = $Budget
        and HomeBudget."BudgetLine_Category" = $Category limit 1;

    if $BudgetLine != empty then
      call microflow HomeBudget."ACT_RecalculateBudgetLineFromBudget"(
        "BudgetLine" = $BudgetLine,
        "Budget" = $Budget,
        "Category" = $Category);
    end if;
  end if;

  return $Success;
end;
/

-- MARK: BUDGET MANAGEMENT

/**
 * Recalculates ActualSpent on the BudgetLine for a transaction's month/category
 *
 * @param $Transaction The transaction that triggered recalculation
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_RecalculateBudgetLine" (
  $Transaction: HomeBudget."Transaction"
)
returns boolean as $Success
begin
  declare $Success boolean = true;

  declare $TransactionDate datetime = $Transaction/"TransactionDate";
  declare $Year integer = parseInteger(formatDateTime($TransactionDate, 'yyyy'));
  declare $Month integer = parseInteger(formatDateTime($TransactionDate, 'MM'));

  declare $Category HomeBudget."Category";
  set $Category = $Transaction/HomeBudget."Transaction_Category";

  declare $Account HomeBudget."Account";
  set $Account = $Transaction/HomeBudget."Transaction_Account";

  declare $Household HomeBudget."Household";
  set $Household = $Account/HomeBudget."Account_Household";

  -- Find budget for this month
  retrieve $Budget from HomeBudget."Budget"
    where "Year" = $Year
      and "Month" = $Month
      and HomeBudget."Budget_Household" = $Household limit 1;

  if $Budget != empty then
    -- Find budget line for this category
    retrieve $BudgetLine from HomeBudget."BudgetLine"
      where HomeBudget."BudgetLine_Budget" = $Budget
        and HomeBudget."BudgetLine_Category" = $Category limit 1;

    if $BudgetLine != empty then
      call microflow HomeBudget."ACT_RecalculateBudgetLineFromBudget"(
        "BudgetLine" = $BudgetLine,
        "Budget" = $Budget,
        "Category" = $Category);
    end if;
  end if;

  return $Success;
end;
/

/**
 * Recalculates ActualSpent on a specific BudgetLine by summing expense transactions
 *
 * @param $BudgetLine The budget line to recalculate
 * @param $Budget The parent budget (for year/month)
 * @param $Category The category to sum
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_RecalculateBudgetLineFromBudget" (
  $BudgetLine: HomeBudget."BudgetLine",
  $Budget: HomeBudget."Budget",
  $Category: HomeBudget."Category"
)
returns boolean as $Success
begin
  declare $Success boolean = true;

  declare $Year integer = $Budget/"Year";
  declare $Month integer = $Budget/"Month";

  declare $Household HomeBudget."Household";
  set $Household = $Budget/HomeBudget."Budget_Household";

  -- Sum all expense transactions for this month and category in this household
  -- Retrieve all transactions for the category in this month
  retrieve $Transactions from HomeBudget."Transaction"
    where HomeBudget."Transaction_Category" = $Category
      and "TransactionType" = HomeBudget.ENUM_TransactionType.Expense;

  declare $Total decimal = 0;

  loop $Txn in $Transactions
  begin
    declare $TxnDate datetime = $Txn/"TransactionDate";
    declare $TxnYear integer = parseInteger(formatDateTime($TxnDate, 'yyyy'));
    declare $TxnMonth integer = parseInteger(formatDateTime($TxnDate, 'MM'));

    if $TxnYear = $Year and $TxnMonth = $Month then
      -- Check it belongs to same household
      declare $TxnAccount HomeBudget."Account";
      set $TxnAccount = $Txn/HomeBudget."Transaction_Account";
      declare $TxnHousehold HomeBudget."Household";
      set $TxnHousehold = $TxnAccount/HomeBudget."Account_Household";

      if $TxnHousehold = $Household then
        set $Total = $Total + $Txn/"Amount";
      end if;
    end if;
  end loop;

  change $BudgetLine ("ActualSpent" = $Total);
  commit $BudgetLine;

  return $Success;
end;
/

/**
 * Creates a new Budget for a given month, optionally copying lines from previous month
 *
 * @param $Household The household
 * @param $Year Budget year
 * @param $Month Budget month (1-12)
 * @returns The created Budget
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_CreateBudget" (
  $Household: HomeBudget."Household",
  $Year: integer,
  $Month: integer
)
returns HomeBudget."Budget" as $NewBudget
begin
  -- Check if budget already exists
  retrieve $Existing from HomeBudget."Budget"
    where "Year" = $Year
      and "Month" = $Month
      and HomeBudget."Budget_Household" = $Household limit 1;

  if $Existing != empty then
    return $Existing;
  end if;

  $NewBudget = create HomeBudget."Budget" (
    "Year" = $Year,
    "Month" = $Month);
  change $NewBudget (HomeBudget."Budget_Household" = $Household);
  commit $NewBudget;

  -- Try to copy from previous month
  declare $PrevMonth integer = $Month - 1;
  declare $PrevYear integer = $Year;
  if $PrevMonth = 0 then
    set $PrevMonth = 12;
    set $PrevYear = $Year - 1;
  end if;

  retrieve $PrevBudget from HomeBudget."Budget"
    where "Year" = $PrevYear
      and "Month" = $PrevMonth
      and HomeBudget."Budget_Household" = $Household limit 1;

  if $PrevBudget != empty then
    -- Copy budget lines from previous month
    retrieve $PrevLines from HomeBudget."BudgetLine"
      where HomeBudget."BudgetLine_Budget" = $PrevBudget;

    loop $PrevLine in $PrevLines
    begin
      declare $LineCategory HomeBudget."Category";
      set $LineCategory = $PrevLine/HomeBudget."BudgetLine_Category";

      -- Calculate rollover: min(remaining, budgeted) capped at 1x budgeted
      declare $PrevBudgeted decimal = $PrevLine/"BudgetedAmount";
      declare $PrevSpent decimal = $PrevLine/"ActualSpent";
      declare $PrevRemainingRaw decimal = $PrevBudgeted - $PrevSpent + $PrevLine/"RolloverIn";
      declare $Rollover decimal = 0;

      if $PrevRemainingRaw > 0 then
        if $PrevRemainingRaw > $PrevBudgeted then
          set $Rollover = $PrevBudgeted;
        else
          set $Rollover = $PrevRemainingRaw;
        end if;
      end if;

      $NewLine = create HomeBudget."BudgetLine" (
        "BudgetedAmount" = $PrevBudgeted,
        "ActualSpent" = 0,
        "RolloverIn" = $Rollover);
      change $NewLine (HomeBudget."BudgetLine_Budget" = $NewBudget);
      change $NewLine (HomeBudget."BudgetLine_Category" = $LineCategory);
      commit $NewLine;
    end loop;
  else
    -- No previous budget: create lines for all active expense categories
    retrieve $Categories from HomeBudget."Category"
      where HomeBudget."Category_Household" = $Household
        and "IsActive" = true
        and "CategoryType" = HomeBudget.ENUM_CategoryType.Expense;

    loop $Cat in $Categories
    begin
      $Line = create HomeBudget."BudgetLine" (
        "BudgetedAmount" = 0,
        "ActualSpent" = 0,
        "RolloverIn" = 0);
      change $Line (HomeBudget."BudgetLine_Budget" = $NewBudget);
      change $Line (HomeBudget."BudgetLine_Category" = $Cat);
      commit $Line;
    end loop;
  end if;

  return $NewBudget;
end;
/

/**
 * Validates and saves a BudgetLine
 *
 * @param $BudgetLine The budget line to save
 * @returns true if saved
 * @since 1.0.0
 */
create microflow HomeBudget."ACT_SaveBudgetLine" (
  $BudgetLine: HomeBudget."BudgetLine"
)
returns boolean as $Success
begin
  declare $Success boolean = false;

  $IsValid = call microflow HomeBudget."VAL_BudgetLine"("BudgetLine" = $BudgetLine);

  if $IsValid then
    commit $BudgetLine;
    set $Success = true;
  end if;

  return $Success;
end;
/

/**
 * Validates a BudgetLine
 *
 * @param $BudgetLine The budget line to validate
 * @returns true if valid
 * @since 1.0.0
 */
create microflow HomeBudget."VAL_BudgetLine" (
  $BudgetLine: HomeBudget."BudgetLine"
)
returns boolean as $IsValid
begin
  declare $IsValid boolean = true;

  if $BudgetLine/"BudgetedAmount" = empty then
    set $IsValid = false;
    validation feedback $BudgetLine/"BudgetedAmount" message 'Budgeted amount is required';
  else
    if $BudgetLine/"BudgetedAmount" < 0 then
      set $IsValid = false;
      validation feedback $BudgetLine/"BudgetedAmount" message 'Budgeted amount cannot be negative';
    end if;
  end if;

  return $IsValid;
end;
/

mdlsource/m3-pages.mdl

-- ============================================================================
-- M3: Transaction & Admin Pages
-- ============================================================================

-- MARK: TRANSACTION PAGES

/**
 * Transaction NewEdit — create or edit a transaction
 */
create page HomeBudget.Transaction_NewEdit
(
  params: { $Transaction: HomeBudget.Transaction },
  title: 'Transaction',
  layout: Atlas_Core.PopupLayout,
  folder: 'Transactions'
)
{
  dataview dvTransaction (datasource: $Transaction) {
    combobox cmbType (label: 'Type', attribute: TransactionType)
    textbox txtAmount (label: 'Amount', attribute: Amount)
    datepicker dpDate (label: 'Date', attribute: Date)
    textbox txtDescription (label: 'Description', attribute: Description)
    combobox cmbAccount (
      label: 'Account',
      attribute: Transaction_Account,
      datasource: database HomeBudget.Account,
      CaptionAttribute: Name
    )
    combobox cmbCategory (
      label: 'Category',
      attribute: Transaction_Category,
      datasource: database HomeBudget.Category,
      CaptionAttribute: Name
    )

    footer footer1 {
      actionbutton btnSave (
        caption: 'Save',
        action: microflow HomeBudget.ACT_SaveTransaction(Transaction: $Transaction),
        buttonstyle: primary
      )
      actionbutton btnCancel (caption: 'Cancel', action: cancel_changes)
    }
  }
}
/

/**
 * Transaction Overview — list all transactions with filters
 */
create page HomeBudget.Transaction_Overview
(
  title: 'Transactions',
  layout: Atlas_Core.Atlas_Default,
  folder: 'Transactions'
)
{
  layoutgrid gridMain {
    row rowHeader {
      column colHeader (desktopwidth: 12) {
        dynamictext heading (content: 'Transactions', rendermode: H2)
        actionbutton btnNew (
          caption: 'New Transaction',
          action: create_object HomeBudget.Transaction then show_page HomeBudget.Transaction_NewEdit,
          buttonstyle: primary
        )
      }
    }
    row rowGrid {
      column colGrid (desktopwidth: 12) {
        datagrid dgTransactions (
          datasource: database from HomeBudget.Transaction sort by Date desc,
          PageSize: 20,
          Pagination: buttons
        ) {
          column colDate (attribute: Date, caption: 'Date')
          column colType (attribute: TransactionType, caption: 'Type')
          column colAmount (attribute: Amount, caption: 'Amount', Alignment: right)
          column colDescription (attribute: Description, caption: 'Description')
        }
      }
    }
  }
}
/

-- MARK: ACCOUNT PAGES

/**
 * Account NewEdit — create or edit account
 */
create page HomeBudget.Account_NewEdit
(
  params: { $Account: HomeBudget.Account },
  title: 'Account',
  layout: Atlas_Core.PopupLayout,
  folder: 'Accounts'
)
{
  dataview dvAccount (datasource: $Account) {
    textbox txtName (label: 'Name', attribute: Name)
    combobox cmbType (label: 'Type', attribute: AccountType)
    textbox txtBalance (label: 'Initial Balance', attribute: InitialBalance)
    checkbox cbActive (label: 'Active', attribute: IsActive)

    footer footer1 {
      actionbutton btnSave (
        caption: 'Save',
        action: microflow HomeBudget.ACT_SaveAccount(Account: $Account),
        buttonstyle: primary
      )
      actionbutton btnCancel (caption: 'Cancel', action: cancel_changes)
    }
  }
}
/

/**
 * Account Overview — manage accounts
 */
create page HomeBudget.Account_Overview
(
  title: 'Accounts',
  layout: Atlas_Core.Atlas_Default,
  folder: 'Accounts'
)
{
  layoutgrid gridMain {
    row rowHeader {
      column colHeader (desktopwidth: 12) {
        dynamictext heading (content: 'Accounts', rendermode: H2)
        actionbutton btnNew (
          caption: 'New Account',
          action: create_object HomeBudget.Account then show_page HomeBudget.Account_NewEdit,
          buttonstyle: primary
        )
      }
    }
    row rowGrid {
      column colGrid (desktopwidth: 12) {
        datagrid dgAccounts (
          datasource: database from HomeBudget.Account sort by Name asc,
          PageSize: 20
        ) {
          column colName (attribute: Name, caption: 'Name')
          column colType (attribute: AccountType, caption: 'Type')
          column colInitialBalance (attribute: InitialBalance, caption: 'Initial Balance', Alignment: right)
          column colActive (attribute: IsActive, caption: 'Active')
        }
      }
    }
  }
}
/

-- MARK: CATEGORY PAGES

/**
 * Category NewEdit — create or edit category
 */
create page HomeBudget.Category_NewEdit
(
  params: { $Category: HomeBudget.Category },
  title: 'Category',
  layout: Atlas_Core.PopupLayout,
  folder: 'Categories'
)
{
  dataview dvCategory (datasource: $Category) {
    textbox txtName (label: 'Name', attribute: Name)
    combobox cmbType (label: 'Type', attribute: CategoryType)
    textbox txtColor (label: 'Color', attribute: Color)
    textbox txtOrder (label: 'Sort Order', attribute: SortOrder)
    checkbox cbActive (label: 'Active', attribute: IsActive)

    footer footer1 {
      actionbutton btnSave (
        caption: 'Save',
        action: microflow HomeBudget.ACT_SaveCategory(Category: $Category),
        buttonstyle: primary
      )
      actionbutton btnCancel (caption: 'Cancel', action: cancel_changes)
    }
  }
}
/

/**
 * Category Overview — manage categories
 */
create page HomeBudget.Category_Overview
(
  title: 'Categories',
  layout: Atlas_Core.Atlas_Default,
  folder: 'Categories'
)
{
  layoutgrid gridMain {
    row rowHeader {
      column colHeader (desktopwidth: 12) {
        dynamictext heading (content: 'Categories', rendermode: H2)
        actionbutton btnNew (
          caption: 'New Category',
          action: create_object HomeBudget.Category then show_page HomeBudget.Category_NewEdit,
          buttonstyle: primary
        )
      }
    }
    row rowGrid {
      column colGrid (desktopwidth: 12) {
        datagrid dgCategories (
          datasource: database from HomeBudget.Category sort by SortOrder asc,
          PageSize: 20
        ) {
          column colName (attribute: Name, caption: 'Name')
          column colType (attribute: CategoryType, caption: 'Type')
          column colColor (attribute: Color, caption: 'Color')
          column colOrder (attribute: SortOrder, caption: 'Order')
          column colActive (attribute: IsActive, caption: 'Active')
        }
      }
    }
  }
}
/

mdlsource/m4-pages.mdl

-- ============================================================================
-- M4: Budget & Dashboard Pages
-- ============================================================================

-- MARK: BUDGET PAGES

/**
 * Budget Overview — monthly budget with progress
 */
create page HomeBudget.Budget_Overview
(
  title: 'Budget',
  layout: Atlas_Core.Atlas_Default,
  folder: 'Budget'
)
{
  layoutgrid gridMain {
    row rowHeader {
      column colHeader (desktopwidth: 12) {
        dynamictext heading (content: 'Monthly Budget', rendermode: H2)
        actionbutton btnCreate (
          caption: 'Create Budget for Current Month',
          action: microflow HomeBudget.ACT_CreateBudget,
          buttonstyle: primary
        )
      }
    }
    row rowGrid {
      column colGrid (desktopwidth: 12) {
        datagrid dgBudgetLines (
          datasource: database from HomeBudget.BudgetLine sort by BudgetedAmount desc,
          PageSize: 30
        ) {
          column colCategory (attribute: BudgetedAmount, caption: 'Budgeted')
          column colActual (attribute: ActualSpent, caption: 'Spent', Alignment: right)
          column colRollover (attribute: RolloverIn, caption: 'Rollover In', Alignment: right)
        }
      }
    }
  }
}
/

/**
 * BudgetLine Edit — edit budget allocation
 */
create page HomeBudget.BudgetLine_Edit
(
  params: { $BudgetLine: HomeBudget.BudgetLine },
  title: 'Edit Budget Line',
  layout: Atlas_Core.PopupLayout,
  folder: 'Budget'
)
{
  dataview dvLine (datasource: $BudgetLine) {
    textbox txtBudgeted (label: 'Budgeted Amount', attribute: BudgetedAmount)
    textbox txtSpent (label: 'Actual Spent (read-only)', attribute: ActualSpent, editable: Never)
    textbox txtRollover (label: 'Rollover In (read-only)', attribute: RolloverIn, editable: Never)

    footer footer1 {
      actionbutton btnSave (
        caption: 'Save',
        action: microflow HomeBudget.ACT_SaveBudgetLine(BudgetLine: $BudgetLine),
        buttonstyle: primary
      )
      actionbutton btnCancel (caption: 'Cancel', action: cancel_changes)
    }
  }
}
/

-- MARK: DASHBOARD

/**
 * Dashboard — home page with spending summary
 */
create page HomeBudget.Dashboard
(
  title: 'Dashboard',
  layout: Atlas_Core.Atlas_Default,
  folder: 'Dashboard'
)
{
  layoutgrid gridDash {
    row rowTitle {
      column colTitle (desktopwidth: 12) {
        dynamictext heading (content: 'HomeBudget Dashboard', rendermode: H2)
      }
    }
    row rowRecent {
      column colRecent (desktopwidth: 12) {
        dynamictext subheading (content: 'Recent Transactions', rendermode: H4)
        datagrid dgRecent (
          datasource: database from HomeBudget.Transaction sort by Date desc,
          PageSize: 10,
          Pagination: loadMore
        ) {
          column colDate (attribute: Date, caption: 'Date')
          column colType (attribute: TransactionType, caption: 'Type')
          column colAmount (attribute: Amount, caption: 'Amount', Alignment: right)
          column colDescription (attribute: Description, caption: 'Description')
        }
      }
    }
  }
}
/

mdlsource/m5-navigation.mdl

create or replace navigation Responsive
  home page HomeBudget.Dashboard
  menu (
    menu item 'Dashboard' page HomeBudget.Dashboard;
    menu item 'Transactions' page HomeBudget.Transaction_Overview;
    menu item 'Budgets' page HomeBudget.Budget_Overview;
    menu item 'Accounts' page HomeBudget.Account_Overview;
    menu item 'Categories' page HomeBudget.Category_Overview;
  );

mdlsource/m5-fix-lint.mdl

-- Fix CONV011: move commits outside loops in ACT_CreateBudget

DROP MICROFLOW HomeBudget.ACT_CreateBudget;
/

/**
 * Creates a new Budget for a given month, optionally copying lines from previous month.
 * Commits all budget lines in batch after the loop for performance.
 *
 * @param $Household The household
 * @param $Year Budget year
 * @param $Month Budget month (1-12)
 * @returns The created Budget
 * @since 1.0.0
 */
CREATE MICROFLOW HomeBudget.ACT_CreateBudget (
  $Household: HomeBudget.Household,
  $Year: Integer,
  $Month: Integer
)
RETURNS HomeBudget.Budget AS $NewBudget
BEGIN
  @position(200, 200)
  RETRIEVE $Existing FROM HomeBudget.Budget
    WHERE Year = $Year and Month = $Month and HomeBudget.Budget_Household = $Household
    LIMIT 1;

  @position(400, 200)
  IF $Existing != empty THEN
    @position(400, 400)
    RETURN $Existing;
  END IF;

  @position(600, 200)
  $NewBudget = CREATE HomeBudget.Budget (Year = $Year, Month = $Month);
  @position(800, 200)
  CHANGE $NewBudget (HomeBudget.Budget_Household = $Household);
  @position(1000, 200)
  COMMIT $NewBudget;

  @position(1200, 200)
  DECLARE $PrevMonth Integer = $Month - 1;
  @position(1400, 200)
  DECLARE $PrevYear Integer = $Year;

  @position(1600, 200)
  IF $PrevMonth = 0 THEN
    @position(1600, 400)
    SET $PrevMonth = 12;
    @position(1800, 400)
    SET $PrevYear = $Year - 1;
  END IF;

  @position(2000, 200)
  RETRIEVE $PrevBudget FROM HomeBudget.Budget
    WHERE Year = $PrevYear and Month = $PrevMonth and HomeBudget.Budget_Household = $Household
    LIMIT 1;

  @position(2200, 200)
  DECLARE $NewLines list of HomeBudget.BudgetLine = empty;

  @position(2400, 200)
  IF $PrevBudget != empty THEN
    @position(2600, 200)
    RETRIEVE $PrevLines FROM HomeBudget.BudgetLine
      WHERE HomeBudget.BudgetLine_Budget = $PrevBudget;

    @position(2800, 200)
    LOOP $PrevLine IN $PrevLines
    BEGIN
      @position(200, 80)
      DECLARE $PrevBudgeted Decimal = $PrevLine/BudgetedAmount;
      @position(400, 80)
      DECLARE $PrevSpent Decimal = $PrevLine/ActualSpent;
      @position(600, 80)
      DECLARE $PrevRemainingRaw Decimal = $PrevBudgeted - $PrevSpent;
      @position(800, 80)
      DECLARE $Rollover Decimal = 0;
      @position(1000, 80)
      IF $PrevRemainingRaw > 0 THEN
        @position(1000, 280)
        IF $PrevRemainingRaw > $PrevBudgeted THEN
          @position(1000, 480)
          SET $Rollover = $PrevBudgeted;
        ELSE
          @position(1200, 480)
          SET $Rollover = $PrevRemainingRaw;
        END IF;
      END IF;
      @position(1400, 80)
      $NewLine = CREATE HomeBudget.BudgetLine (BudgetedAmount = $PrevBudgeted, ActualSpent = 0, RolloverIn = $Rollover);
      @position(1600, 80)
      CHANGE $NewLine (HomeBudget.BudgetLine_Budget = $NewBudget);
      @position(1800, 80)
      CHANGE $NewLine (HomeBudget.BudgetLine_Category = $PrevLine/HomeBudget.BudgetLine_Category);
    END LOOP;
  ELSE
    @position(2600, 400)
    RETRIEVE $Categories FROM HomeBudget.Category
      WHERE HomeBudget.Category_Household = $Household and IsActive = true and CategoryType = 'Expense';

    @position(2800, 400)
    LOOP $Cat IN $Categories
    BEGIN
      @position(200, 80)
      $Line = CREATE HomeBudget.BudgetLine (BudgetedAmount = 0, ActualSpent = 0, RolloverIn = 0);
      @position(400, 80)
      CHANGE $Line (HomeBudget.BudgetLine_Budget = $NewBudget);
      @position(600, 80)
      CHANGE $Line (HomeBudget.BudgetLine_Category = $Cat);
    END LOOP;
  END IF;

  @position(3200, 200)
  RETURN $NewBudget;
END;
/

mdlsource/fix-positions-1.mdl

-- Fix MPR008: Recreate microflows with proper @position spacing for merge nodes

-- MARK: VAL_Account

DROP MICROFLOW HomeBudget.VAL_Account;
/

/**
 * Validates an Account before saving
 * @param $Account The account to validate
 * @returns true if valid
 * @since 1.0.0
 */
CREATE MICROFLOW HomeBudget.VAL_Account (
  $Account: HomeBudget.Account
)
RETURNS Boolean AS $IsValid
BEGIN
  @position(200, 200)
  DECLARE $IsValid Boolean = true;

  @position(400, 200)
  IF trim($Account/Name) = '' THEN
    @position(400, 400)
    SET $IsValid = false;
    @position(600, 400)
    VALIDATION FEEDBACK $Account/"Name" MESSAGE 'Account name is required';
  END IF;

  @position(800, 200)
  IF $Account/AccountType = empty THEN
    @position(800, 400)
    SET $IsValid = false;
    @position(1000, 400)
    VALIDATION FEEDBACK $Account/"AccountType" MESSAGE 'Account type is required';
  END IF;

  @position(1200, 200)
  RETURN $IsValid;
END;
/

-- MARK: VAL_Category

DROP MICROFLOW HomeBudget.VAL_Category;
/

/**
 * Validates a Category before saving
 * @param $Category The category to validate
 * @returns true if valid
 * @since 1.0.0
 */
CREATE MICROFLOW HomeBudget.VAL_Category (
  $Category: HomeBudget.Category
)
RETURNS Boolean AS $IsValid
BEGIN
  @position(200, 200)
  DECLARE $IsValid Boolean = true;

  @position(400, 200)
  IF trim($Category/Name) = '' THEN
    @position(400, 400)
    SET $IsValid = false;
    @position(600, 400)
    VALIDATION FEEDBACK $Category/"Name" MESSAGE 'Category name is required';
  END IF;

  @position(800, 200)
  IF $Category/CategoryType = empty THEN
    @position(800, 400)
    SET $IsValid = false;
    @position(1000, 400)
    VALIDATION FEEDBACK $Category/"CategoryType" MESSAGE 'Category type is required';
  END IF;

  @position(1200, 200)
  RETURN $IsValid;
END;
/

mdlsource/fix-positions-2.mdl

-- Fix MPR008: VAL_Transaction with proper spacing

DROP MICROFLOW HomeBudget.VAL_Transaction;
/

/**
 * Validates a Transaction before saving
 * @param $Transaction The transaction to validate
 * @returns true if valid
 * @since 1.0.0
 */
CREATE MICROFLOW HomeBudget.VAL_Transaction (
  $Transaction: HomeBudget.Transaction
)
RETURNS Boolean AS $IsValid
BEGIN
  @position(200, 200)
  DECLARE $IsValid Boolean = true;

  @position(400, 200)
  IF $Transaction/Amount = empty THEN
    @position(400, 400)
    SET $IsValid = false;
    @position(600, 400)
    VALIDATION FEEDBACK $Transaction/"Amount" MESSAGE 'Amount is required';
  ELSE
    @position(600, 600)
    IF $Transaction/Amount <= 0 THEN
      @position(600, 800)
      SET $IsValid = false;
      @position(800, 800)
      VALIDATION FEEDBACK $Transaction/"Amount" MESSAGE 'Amount must be positive';
    END IF;
  END IF;

  @position(1000, 200)
  IF $Transaction/TransactionDate = empty THEN
    @position(1000, 400)
    SET $IsValid = false;
    @position(1200, 400)
    VALIDATION FEEDBACK $Transaction/"TransactionDate" MESSAGE 'Date is required';
  END IF;

  @position(1600, 200)
  IF $Transaction/TransactionType = empty THEN
    @position(1600, 400)
    SET $IsValid = false;
    @position(1800, 400)
    VALIDATION FEEDBACK $Transaction/"TransactionType" MESSAGE 'Transaction type is required';
  END IF;

  @position(2200, 200)
  IF $Transaction/HomeBudget.Transaction_Account = empty THEN
    @position(2200, 400)
    SET $IsValid = false;
    @position(2400, 400)
    VALIDATION FEEDBACK $Transaction/"Amount" MESSAGE 'Please select an account';
  END IF;

  @position(2800, 200)
  IF $Transaction/HomeBudget.Transaction_Category = empty THEN
    @position(2800, 400)
    SET $IsValid = false;
    @position(3000, 400)
    VALIDATION FEEDBACK $Transaction/"Amount" MESSAGE 'Please select a category';
  END IF;

  @position(3400, 200)
  IF $Transaction/TransactionType = HomeBudget.TransactionType.Transfer THEN
    @position(3400, 400)
    IF $Transaction/HomeBudget.Transaction_ToAccount = empty THEN
      @position(3400, 600)
      SET $IsValid = false;
      @position(3600, 600)
      VALIDATION FEEDBACK $Transaction/"Amount" MESSAGE 'Transfer requires a destination account';
    END IF;
  END IF;

  @position(4000, 200)
  RETURN $IsValid;
END;
/

mdlsource/fix-positions-3.mdl

-- Fix MPR008: ACT_SaveTransaction and ACT_RecalculateBudgetLineFromBudget

DROP MICROFLOW HomeBudget.ACT_SaveTransaction;
/

/**
 * Saves a new or edited Transaction, triggers budget recalculation
 * @param $Transaction The transaction to save
 * @returns true if saved
 * @since 1.0.0
 */
CREATE MICROFLOW HomeBudget.ACT_SaveTransaction (
  $Transaction: HomeBudget.Transaction
)
RETURNS Boolean AS $Success
BEGIN
  @position(200, 200)
  DECLARE $Success Boolean = false;

  @position(400, 200)
  $IsValid = CALL MICROFLOW HomeBudget.VAL_Transaction(Transaction = $Transaction) ON ERROR ROLLBACK;

  @position(600, 200)
  IF $IsValid = false THEN
    @position(600, 400)
    RETURN $Success;
  END IF;

  @position(1000, 200)
  IF $Transaction/HomeBudget.Transaction_CreatedBy = empty THEN
    @position(1000, 400)
    RETRIEVE $CurrentUser FROM HomeBudget.HouseholdMember
      WHERE id = '[%CurrentUser%]'
      LIMIT 1;
    @position(1200, 400)
    CHANGE $Transaction (HomeBudget.Transaction_CreatedBy = $CurrentUser);
  END IF;

  @position(1600, 200)
  COMMIT $Transaction;

  @position(1800, 200)
  CALL MICROFLOW HomeBudget.ACT_RecalculateBudgetLine(Transaction = $Transaction) ON ERROR ROLLBACK;

  @position(2000, 200)
  SET $Success = true;

  @position(2200, 200)
  RETURN $Success;
END;
/

DROP MICROFLOW HomeBudget.ACT_RecalculateBudgetLineFromBudget;
/

/**
 * Recalculates ActualSpent on a specific BudgetLine by summing expense transactions
 * @param $BudgetLine The budget line to recalculate
 * @param $Budget The parent budget (for year/month)
 * @param $Category The category to sum
 * @since 1.0.0
 */
CREATE MICROFLOW HomeBudget.ACT_RecalculateBudgetLineFromBudget (
  $BudgetLine: HomeBudget.BudgetLine,
  $Budget: HomeBudget.Budget,
  $Category: HomeBudget.Category
)
RETURNS Boolean AS $Success
BEGIN
  @position(200, 200)
  DECLARE $Success Boolean = true;

  @position(400, 200)
  DECLARE $Year Integer = $Budget/Year;

  @position(600, 200)
  DECLARE $Month Integer = $Budget/Month;

  @position(800, 200)
  DECLARE $Household HomeBudget.Household;

  @position(1000, 200)
  SET $Household = $Budget/HomeBudget.Budget_Household;

  @position(1200, 200)
  RETRIEVE $Transactions FROM HomeBudget.Transaction
    WHERE HomeBudget.Transaction_Category = $Category and TransactionType = 'Expense';

  @position(1400, 200)
  DECLARE $Total Decimal = 0;

  @position(1600, 200)
  LOOP $Txn IN $Transactions
  BEGIN
    @position(200, 80)
    DECLARE $TxnDate DateTime = $Txn/TransactionDate;

    @position(400, 80)
    DECLARE $TxnYear Integer = parseInteger(formatDateTime($TxnDate, 'yyyy'));

    @position(600, 80)
    DECLARE $TxnMonth Integer = parseInteger(formatDateTime($TxnDate, 'MM'));

    @position(800, 80)
    IF $TxnYear = $Year and $TxnMonth = $Month THEN
      @position(1000, 80)
      DECLARE $TxnAccount HomeBudget.Account;

      @position(1200, 80)
      SET $TxnAccount = $Txn/HomeBudget.Transaction_Account;

      @position(1400, 80)
      DECLARE $TxnHousehold HomeBudget.Household;

      @position(1600, 80)
      SET $TxnHousehold = $TxnAccount/HomeBudget.Account_Household;

      @position(1800, 80)
      IF $TxnHousehold = $Household THEN
        @position(2000, 80)
        SET $Total = $Total + $Txn/Amount;
      END IF;
    END IF;
  END LOOP;

  @position(2000, 200)
  CHANGE $BudgetLine (ActualSpent = $Total);

  @position(2200, 200)
  COMMIT $BudgetLine;

  @position(2400, 200)
  RETURN $Success;
END;
/

mdlsource/fix-positions-4.mdl

-- Fix MPR008: VAL_Transaction with 600px spacing between IFs

DROP MICROFLOW HomeBudget.VAL_Transaction;
/

/**
 * Validates a Transaction before saving
 * @param $Transaction The transaction to validate
 * @returns true if valid
 * @since 1.0.0
 */
CREATE MICROFLOW HomeBudget.VAL_Transaction (
  $Transaction: HomeBudget.Transaction
)
RETURNS Boolean AS $IsValid
BEGIN
  @position(200, 200)
  DECLARE $IsValid Boolean = true;

  @position(500, 200)
  IF $Transaction/Amount = empty THEN
    @position(500, 450)
    SET $IsValid = false;
    @position(700, 450)
    VALIDATION FEEDBACK $Transaction/"Amount" MESSAGE 'Amount is required';
  ELSE
    @position(700, 650)
    IF $Transaction/Amount <= 0 THEN
      @position(700, 850)
      SET $IsValid = false;
      @position(900, 850)
      VALIDATION FEEDBACK $Transaction/"Amount" MESSAGE 'Amount must be positive';
    END IF;
  END IF;

  @position(1200, 200)
  IF $Transaction/TransactionDate = empty THEN
    @position(1200, 450)
    SET $IsValid = false;
    @position(1400, 450)
    VALIDATION FEEDBACK $Transaction/"TransactionDate" MESSAGE 'Date is required';
  END IF;

  @position(1900, 200)
  IF $Transaction/TransactionType = empty THEN
    @position(1900, 450)
    SET $IsValid = false;
    @position(2100, 450)
    VALIDATION FEEDBACK $Transaction/"TransactionType" MESSAGE 'Transaction type is required';
  END IF;

  @position(2600, 200)
  IF $Transaction/HomeBudget.Transaction_Account = empty THEN
    @position(2600, 450)
    SET $IsValid = false;
    @position(2800, 450)
    VALIDATION FEEDBACK $Transaction/"Amount" MESSAGE 'Please select an account';
  END IF;

  @position(3300, 200)
  IF $Transaction/HomeBudget.Transaction_Category = empty THEN
    @position(3300, 450)
    SET $IsValid = false;
    @position(3500, 450)
    VALIDATION FEEDBACK $Transaction/"Amount" MESSAGE 'Please select a category';
  END IF;

  @position(4000, 200)
  IF $Transaction/TransactionType = HomeBudget.TransactionType.Transfer THEN
    @position(4000, 450)
    IF $Transaction/HomeBudget.Transaction_ToAccount = empty THEN
      @position(4000, 650)
      SET $IsValid = false;
      @position(4200, 650)
      VALIDATION FEEDBACK $Transaction/"Amount" MESSAGE 'Transfer requires a destination account';
    END IF;
  END IF;

  @position(4700, 200)
  RETURN $IsValid;
END;
/

-- Fix MPR008: ACT_SaveTransaction with 600px spacing

DROP MICROFLOW HomeBudget.ACT_SaveTransaction;
/

/**
 * Saves a new or edited Transaction, triggers budget recalculation
 * @param $Transaction The transaction to save
 * @returns true if saved
 * @since 1.0.0
 */
CREATE MICROFLOW HomeBudget.ACT_SaveTransaction (
  $Transaction: HomeBudget.Transaction
)
RETURNS Boolean AS $Success
BEGIN
  @position(200, 200)
  DECLARE $Success Boolean = false;

  @position(500, 200)
  $IsValid = CALL MICROFLOW HomeBudget.VAL_Transaction(Transaction = $Transaction) ON ERROR ROLLBACK;

  @position(800, 200)
  IF $IsValid = false THEN
    @position(800, 450)
    RETURN $Success;
  END IF;

  @position(1400, 200)
  IF $Transaction/HomeBudget.Transaction_CreatedBy = empty THEN
    @position(1400, 450)
    RETRIEVE $CurrentUser FROM HomeBudget.HouseholdMember
      WHERE id = '[%CurrentUser%]'
      LIMIT 1;
    @position(1700, 450)
    CHANGE $Transaction (HomeBudget.Transaction_CreatedBy = $CurrentUser);
  END IF;

  @position(2100, 200)
  COMMIT $Transaction;

  @position(2400, 200)
  CALL MICROFLOW HomeBudget.ACT_RecalculateBudgetLine(Transaction = $Transaction) ON ERROR ROLLBACK;

  @position(2700, 200)
  SET $Success = true;

  @position(3000, 200)
  RETURN $Success;
END;
/

mdlsource/fix-positions-5.mdl

-- Fix MPR008: ACT_CreateBudget with proper spacing

DROP MICROFLOW HomeBudget.ACT_CreateBudget;
/

/**
 * Creates a new Budget for a given month, optionally copying lines from previous month.
 * Commits all budget lines in batch after the loop for performance.
 * @param $Household The household
 * @param $Year Budget year
 * @param $Month Budget month (1-12)
 * @returns The created Budget
 * @since 1.0.0
 */
CREATE MICROFLOW HomeBudget.ACT_CreateBudget (
  $Household: HomeBudget.Household,
  $Year: Integer,
  $Month: Integer
)
RETURNS HomeBudget.Budget AS $NewBudget
BEGIN
  @position(200, 200)
  RETRIEVE $Existing FROM HomeBudget.Budget
    WHERE Year = $Year and Month = $Month and HomeBudget.Budget_Household = $Household
    LIMIT 1;

  @position(500, 200)
  IF $Existing != empty THEN
    @position(500, 450)
    RETURN $Existing;
  END IF;

  @position(1100, 200)
  $NewBudget = CREATE HomeBudget.Budget (Year = $Year, Month = $Month);

  @position(1400, 200)
  CHANGE $NewBudget (HomeBudget.Budget_Household = $Household);

  @position(1700, 200)
  COMMIT $NewBudget;

  @position(2000, 200)
  DECLARE $PrevMonth Integer = $Month - 1;

  @position(2300, 200)
  DECLARE $PrevYear Integer = $Year;

  @position(2600, 200)
  IF $PrevMonth = 0 THEN
    @position(2600, 450)
    SET $PrevMonth = 12;
    @position(2900, 450)
    SET $PrevYear = $Year - 1;
  END IF;

  @position(3200, 200)
  RETRIEVE $PrevBudget FROM HomeBudget.Budget
    WHERE Year = $PrevYear and Month = $PrevMonth and HomeBudget.Budget_Household = $Household
    LIMIT 1;

  @position(3800, 200)
  IF $PrevBudget != empty THEN
    @position(4100, 200)
    RETRIEVE $PrevLines FROM HomeBudget.BudgetLine
      WHERE HomeBudget.BudgetLine_Budget = $PrevBudget;

    @position(4400, 200)
    LOOP $PrevLine IN $PrevLines
    BEGIN
      @position(200, 100)
      DECLARE $PrevBudgeted Decimal = $PrevLine/BudgetedAmount;

      @position(500, 100)
      DECLARE $PrevSpent Decimal = $PrevLine/ActualSpent;

      @position(800, 100)
      DECLARE $PrevRemainingRaw Decimal = $PrevBudgeted - $PrevSpent;

      @position(1100, 100)
      DECLARE $Rollover Decimal = 0;

      @position(1400, 100)
      IF $PrevRemainingRaw > 0 THEN
        @position(1700, 100)
        IF $PrevRemainingRaw > $PrevBudgeted THEN
          @position(1700, 350)
          SET $Rollover = $PrevBudgeted;
        ELSE
          @position(2000, 350)
          SET $Rollover = $PrevRemainingRaw;
        END IF;
      END IF;

      @position(2600, 100)
      $NewLine = CREATE HomeBudget.BudgetLine (BudgetedAmount = $PrevBudgeted, ActualSpent = 0, RolloverIn = $Rollover);

      @position(2900, 100)
      CHANGE $NewLine (HomeBudget.BudgetLine_Budget = $NewBudget);

      @position(3200, 100)
      CHANGE $NewLine (HomeBudget.BudgetLine_Category = $PrevLine/HomeBudget.BudgetLine_Category);
    END LOOP;
  ELSE
    @position(4100, 450)
    RETRIEVE $Categories FROM HomeBudget.Category
      WHERE HomeBudget.Category_Household = $Household and IsActive = true and CategoryType = 'Expense';

    @position(4400, 450)
    LOOP $Cat IN $Categories
    BEGIN
      @position(200, 100)
      $Line = CREATE HomeBudget.BudgetLine (BudgetedAmount = 0, ActualSpent = 0, RolloverIn = 0);

      @position(500, 100)
      CHANGE $Line (HomeBudget.BudgetLine_Budget = $NewBudget);

      @position(800, 100)
      CHANGE $Line (HomeBudget.BudgetLine_Category = $Cat);
    END LOOP;
  END IF;

  @position(5500, 200)
  RETURN $NewBudget;
END;
/

[retran]

Additional Findings — Build & Runtime Blockers

After fixing CE1613 errors (quoted identifiers) and attempting docker run, three more blockers emerged:

27. PAD symlink uses host path inside Docker container

mxcli setup mxruntime creates a symlink at ~/.mxcli/mxbuild/11.8.0/runtime/pad pointing to the host absolute path. When running mxbuild inside Docker with a bind-mounted ~/.mxcli, the symlink target doesn't resolve.

FileNotFoundException: '.../runtime/pad/etc/StudioPro.conf.hbs' does not exist

28. mx create-project produces unbuildable project without Studio Pro (Critical)

mx create-project includes marketplace modules (Atlas_Web_Content: 46 pages, Administration: 9 pages, FeedbackModule: 6 pages) that reference Atlas Core design properties. The compiled theme files are NOT included. MxBuild treats every missing design property as CE6083 error → 1100+ errors, BUILD FAILED.

A project created by mx create-project cannot build headlessly. Studio Pro must open it first to install theme files.

29. change $Entity (Association = $Target) serializes as "Change variable"

When mxcli writes change $EntityVar (Attr = value), it creates a "Change variable" activity (valid only for primitives) instead of "Change object" activity. MxBuild rejects with CE7247 "Variable does not have a primitive type."

This blocks all association assignment from working at runtime.

---

Net result: A project built entirely via mxcli cannot be deployed without opening Studio Pro at least once. The headless workflow is broken for fresh projects.

[retran]

Fix Script Executed — Round 2

All fixable errors addressed via fix-errors.mdl (50 statements, all succeeded):

Fixed

• CE0161 (12 rules on 7 entities): XPath rewritten — navigate entity→Household→HouseholdMember→compare [%CurrentUser%] instead of traversing FROM the token
• CE7247 (3 microflows): Replaced set $Var = $Object/Assoc with retrieve $Var from $Object/Assoc — avoids ChangeVariable serialization bug
• CE0535 (3 pages): Recreated Dashboard, Transaction_Overview, Budget_Overview with explicit DesktopWidth: 12 instead of AutoFill
• CE1571: Created wrapper ACT_CreateBudgetForCurrentMonth that gets current user's household + current date
• CE0156: Added System.User module role to both user roles

Still Blocked (requires Studio Pro)

• CE0462 (~60 missing widgets): No marketplace install command in mxcli
• CE6083 (~1100 design property errors): Theme not compiled without Studio Pro

New Frictions Found (Friction 30–33)

• Friction 30: Page action syntax call_microflow rejected — must use Action: microflow
• Friction 31: Description reserved in widget name position
• Friction 32: Role reserved in GRANT member list — can't grant per-attribute access on reserved-word attrs
• Friction 33: GRANT member list rejects fully-qualified attribute names (but DESCRIBE outputs them that way)

[retran]

Friction 34: XPath multi-step association paths serialize incorrectly

Blocker for row-level security via mxcli.

When writing XPath constraints with multi-step association traversal in GRANT WHERE clauses, mxcli stores intermediate path steps as entity references instead of association references in BSON. Studio Pro then reports CE1613 "The selected entity 'HomeBudget.HouseholdMember_Household' no longer exists" — it's looking up the association name as an entity.

Reproduction

grant Module.Role on Module.Account (read *)
  where '[Module.Account_Household/Module.HouseholdMember_Household[reversed()] = ''[%CurrentUser%]'']\';

Expected

Association path steps stored as association references in BSON (ObjectRefType = Association).

Actual

Path steps stored as entity references (ObjectRefType = Entity). Studio Pro cannot resolve them → CE1613.

Variants tried (all produce same CE1613)

1. [Assoc1/Assoc2 = '[%CurrentUser%]'] — implicit reverse
2. [Assoc1/Assoc2[reversed()] = '[%CurrentUser%]'] — explicit reversed()
3. Both with and without id pseudo-attribute

Workaround

Remove XPath constraints entirely (no row-level security) and add them manually in Studio Pro.

Impact

Critical — makes it impossible to implement row-level entity access rules via mxcli alone. Any multi-household/multi-tenant app requires this pattern.

[ako]

@retran How did you create the empty project? mxcli new --version x.x.x should give a normal empty project, it uses mx create-project internally.

[retran]

I've used mxcli new --version x.x.x. This issue is still in progress, I will update after I review log fully. Maybe it happened due to some other commands or AI hallucinated something :(

[retran]

Additional frictions (Friction 35-36)

Friction 35: ALTER ENTITY sub-commands don't parse

alter entity Module.Entity DROP AttrName fails — parser doesn't recognize DROP/ADD/MODIFY as ALTER ENTITY sub-commands. Makes it impossible to modify attribute validation rules.

Friction 36: mxcli docker run executes mxbuild on macOS host (exec format error)

mxcli docker run tries to run the Linux ARM64 mxbuild binary directly on the macOS host instead of inside a Docker container. Completely blocks the Docker workflow on macOS.

Error: docker build: mxbuild failed: fork/exec /Users/.../.mxcli/mxbuild/11.8.0/modeler/mxbuild: exec format error

---

Current status

After all mxcli fixes:

• 0 errors in HomeBudget module
• 8 CE0535 errors remaining in marketplace modules (Administration, FeedbackModule) — AutoFill layout grid columns from mx create-project template
• Cannot build/run on macOS due to Friction 36
• All warnings are non-blocking (CW* codes)

Total frictions recorded: 36

[retran]

App Running Successfully — Manual Docker Workaround

After fixing all build errors, managed to build and run the app manually:

Build (workaround for Friction 36)

Ran mxbuild inside Docker container since it's a Linux binary:

docker run --rm --platform linux/arm64 \
  -v $PWD:/app -v ~/.mxcli:/root/.mxcli \
  eclipse-temurin:21-jdk-jammy \
  bash -c 'apt-get install -y libicu70 && mkdir -p /root/.local/share/Mendix && \
  /root/.mxcli/mxbuild/11.8.0/modeler/mxbuild \
    --java-home=/opt/java/openjdk --java-exe-path=/opt/java/openjdk/bin/java \
    --target=portable-app-package --output=/app/.docker/build /app/App.mpr'

BUILD SUCCEEDED after fixing:

• Admin pages referencing inherited System.User attributes (had to simplify pages)
• User roles missing module role mappings (Administrator/User had no HomeBudget/Atlas_Core roles)

Runtime (Friction 37)

docker-compose.yml generated by mxcli docker init doesn't mount the runtime JARs. Had to add:

volumes:
  - ./build:/mendix
  - ${HOME}/.mxcli/runtime/11.8.0/runtime:/mendix/lib/runtime

Result

Mendix Runtime successfully started, the application is now available.

App accessible at http://localhost:8081/ — HTTP 200.

New Frictions (Friction 37-39)

• Friction 37: PAD package missing runtime JARs — needs manual volume mount
• Friction 38: PAD hardcodes HSQLDB in conf — docker-compose PostgreSQL env vars ignored
• Friction 39: Template user roles not connected to module roles — causes runtime security errors

Total frictions: 39

[retran]

App Running Successfully — Full Workaround

After fixing all errors via mxcli MDL scripts + manual Docker build workaround, the HomeBudget app is running at http://localhost:8081/.

Login Credentials

• Username: MxAdmin
• Password: AdminPassword1!

How to Build & Run (workaround for macOS ARM64)

Since mxcli docker run doesn't work on macOS (frictions 36-38), here's the manual process:

1. Build inside Docker container:

docker run --rm --platform linux/arm64 \
  -v $PWD:/app -v ~/.mxcli:/root/.mxcli \
  eclipse-temurin:21-jdk-jammy bash -c '
    apt-get update && apt-get install -y libicu70 &&
    mkdir -p /root/.local/share/Mendix &&
    /root/.mxcli/mxbuild/11.8.0/modeler/mxbuild \
      --java-home=/opt/java/openjdk \
      --java-exe-path=/opt/java/openjdk/bin/java \
      --target=portable-app-package \
      --output=/app/.docker/build /app/App.mpr'

2. Run with docker-compose:

DB_PORT=5433 APP_PORT=8081 ADMIN_PORT=8091 docker compose -f .docker/docker-compose.yml up

Key: must volume-mount runtime JARs (~/.mxcli/runtime/11.8.0/runtime:/mendix/lib/runtime) because PAD doesn't include them.

Remaining Limitations

• Uses HSQLDB (embedded) — PAD conf hardcodes it regardless of env vars (friction 39)
• No row-level security — XPath constraints removed due to serialization bug (friction 34)
• No demo users — dropped to avoid CE7247 validation conflict
• ALTER PAGE SET on column widgets doesn't work — had to CREATE OR REPLACE (friction 37 candidate)

Total Frictions: 39

All recorded in detail on this issue thread.

[retran]

Session wrap-up (2026-04-29)

Final status: App running successfully at http://localhost:8081/ after fixing all build errors via mxcli.

What was fixed via mxcli (no Studio Pro needed):

• CE0161: Removed XPath constraints (multi-step paths don't serialize correctly — Friction 34)
• CE7247: Recreated microflows using RETRIEVE instead of CHANGE for association assignment
• CE0535: Recreated all 8 marketplace pages with explicit column widths
• CE1571: Created wrapper microflow to avoid passing context params through button
• CE0156: Added System.User module role to user roles
• CE0462: User updated widgets in Studio Pro (right-click → Update all)

New frictions discovered (40-42):

• 40: ALTER PAGE cannot address LayoutGrid column widgets (shown in DESCRIBE but not found)
• 41: MxAdmin user not auto-created when Administration.Account has constraints
• 42: mxcli docker run workflow doesn't handle initial admin user creation

Docker workarounds required:

• mxbuild must run inside Docker container (Friction 36)
• Runtime JARs volume mount needed (Friction 37)
• HSQLDB hardcoded in PAD config ignoring env vars (Friction 38)

Total frictions: 42

This issue is not finished. Will continue tomorrow with:

• Re-adding row-level security (needs XPath serialization fix or Studio Pro)
• Testing actual app functionality
• Possibly switching to PostgreSQL

[retran]

Correction: App is running (HTTP 200) but login still fails — the demo user created via MDL doesn't work at the login screen. The MxAdmin auto-creation issue (Friction 41) remains unresolved. Will investigate tomorrow.