Quick resolve account types

lib/account-type-resolver.ts

@@ -163,6 +163,24 @@ export function resolveFirmAssignments(
                     break;
                 }
             }
+
+            // Fallback while the throttled report fetch hasn't produced fund
+            // transactions yet: an account that has never traded still sits at
+            // exactly its opening balance, and balances arrive with the first
+            // sync. Only a cent-exact match counts — a traded account's balance
+            // won't equal any type size, so it falls through and waits for the
+            // reports as before. The matched size is persisted below, so the
+            // assignment survives once the balance starts moving.
+            if (!matched.type) {
+                const balance = client.accountCashBalances[account.id]?.amount;
+                if (typeof balance === 'number') {
+                    const attempt = matchAccountType(account.name, balance, types);
+                    if (attempt.type) {
+                        matched = attempt;
+                        matchedSize = balance;
+                    }
+                }
+            }
         }
 
         if (matched.type) {

lib/automations.ts

@@ -298,8 +298,21 @@ export const FIRMS: Firm[] = [
                         // makes the two clicks self-sequence — the first tick checks
                         // box one, so the second click resolves to box two — and
                         // re-clicking never un-ticks a box already checked.
+                        //
+                        // WooCommerce only stamps validate-required on its own
+                        // required rows; the second agreement box here is theme
+                        // markup without that class, so the second click also
+                        // sweeps the whole checkout form for unchecked boxes —
+                        // minus the ones that must never be ticked (different
+                        // shipping address expands extra fields, mailing-list
+                        // opt-ins). No skipIfNotFound: silently skipping the
+                        // second agreement just moves the failure to the
+                        // modal-close gate below with a misleading timeout.
                         { action: 'click', selector: '.validate-required input[type="checkbox"]:not(:checked)', frame: '#woocommerceModal iframe', label: 'Agree to terms' },
-                        { action: 'click', selector: '.validate-required input[type="checkbox"]:not(:checked)', frame: '#woocommerceModal iframe', skipIfNotFound: true, label: 'Agree to terms 2' },
+                        // Ticking box one can re-render the checkout (update_checkout);
+                        // give it a beat so the second locate sees the settled DOM.
+                        { action: 'wait', seconds: 1 },
+                        { action: 'click', selector: '.validate-required input[type="checkbox"]:not(:checked), form.checkout input[type="checkbox"]:not(:checked):not(#ship-to-different-address-checkbox):not([name*="subscribe"]):not([name*="newsletter"]):not([id*="newsletter"]):not([id*="mailchimp"]):not([id*="mc4wp"])', frame: '#woocommerceModal iframe', label: 'Agree to terms 2' },
 
                         { action: 'waitFor', selector: '#woocommerceModal', absent: true, hidden: true, timeoutSeconds: 30, label: 'Wait for the modal to close' },