mega-plant/components/InvoiceList.tsx

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Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
"use client";
import { useState } from "react";
import { ChevronRight, AlertTriangle, CheckCircle2, MapPin, FileText } from "lucide-react";
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
import type { Asset, BookedLine, Invoice } from "@/lib/data";
import { BOOK_INCLUSIVE_VAT, BOOKED_LONG_LABEL } from "@/lib/invoice-booking";
import { ZAR, ZAR2 } from "@/lib/utils";
import { bookedAmount } from "@/lib/invoice-booking";
import { InvoiceSummary } from "@/components/InvoiceTable";
import { ScrollFade } from "@/components/ScrollFade";
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
// One row per invoice. Clicking a row expands the full line-item detail underneath it,
// so the common case (scan for problems) is a single table read and the detail is opt-in.
//
// Anything wrong with an invoice — an unbooked line, no document attached — is surfaced
// on its own row, because a problem buried inside a collapsed detail is a problem you miss.
export function InvoiceList({
invoices,
linesByInvoice,
assets,
}: {
invoices: Invoice[];
linesByInvoice: Record<string, BookedLine[]>;
assets: Asset[];
}) {
const [open, setOpen] = useState<string | null>(null);
const allLines = Object.values(linesByInvoice).flat();
const bookedLines = allLines.filter((l) => l.isBooked);
const sum = (ls: BookedLine[], k: "amount_excl" | "vat") => ls.reduce((s, l) => s + (l[k] || 0), 0);
const bookedExVat = sum(bookedLines, "amount_excl");
const bookedVat = sum(bookedLines, "vat");
const totals = invoices.reduce(
(acc, i) => ({
exVat: acc.exVat + (i.total_excl || 0),
vat: acc.vat + (i.vat || 0),
incl: acc.incl + (i.total_incl || 0),
}),
{ exVat: 0, vat: 0, incl: 0 },
);
return (
<>
<div className="mb-5 flex flex-wrap items-stretch gap-3">
<Stat label="Invoices" value={String(invoices.length)} tone="teal" />
{/* What actually got booked against the machines, per the shared policy. */}
<div className="px-5 py-3 rounded-2xl bg-[#00798C]/10 border border-[#00798C]/15">
<div className="text-xs text-[#00798C]">{BOOKED_LONG_LABEL}</div>
<div className="text-2xl font-semibold tabular-nums text-[#003D5B] dark:text-white">
{ZAR2(bookedAmount(bookedExVat, bookedVat))}
</div>
<div className="text-xs text-gray-500 dark:text-gray-400 tabular-nums">
{BOOK_INCLUSIVE_VAT
? `${ZAR2(bookedExVat)} ex VAT + ${ZAR2(bookedVat)} VAT`
: `${ZAR2(bookedVat)} VAT not counted as income`}
</div>
</div>
{/* What the debtors are actually invoiced. */}
<Stat label="Billed (incl VAT)" value={ZAR2(totals.incl)} tone="brand" />
</div>
<div className="bg-white dark:bg-surface rounded-2xl border border-gray-100 dark:border-border shadow-sm overflow-hidden">
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
{/* Rule 1 + 4: scrolls inside its own container; page never scrolls sideways. */}
<div className="relative overflow-x-auto" style={{ WebkitOverflowScrolling: "touch" }}>
<table className="w-full text-sm sm:min-w-[820px]">
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
<thead>
<tr className="text-xs text-gray-500 dark:text-gray-400 uppercase tracking-wider border-b border-gray-100 dark:border-border bg-gray-50/50 dark:bg-white/[0.04]">
<th className="text-left py-3 px-3 sm:px-4 font-medium sticky left-0 z-10 bg-gray-50/95 dark:bg-surface-muted/95 backdrop-blur">
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
Invoice
</th>
<th className="hidden sm:table-cell text-left py-3 px-3 font-medium whitespace-nowrap">Site</th>
<th className="hidden sm:table-cell text-left py-3 px-3 font-medium whitespace-nowrap">Period</th>
<th className="hidden sm:table-cell text-right py-3 px-3 font-medium whitespace-nowrap">Lines</th>
<th className="hidden sm:table-cell text-right py-3 px-3 font-medium whitespace-nowrap">Revenue ex VAT</th>
<th className="hidden sm:table-cell text-right py-3 px-3 font-medium whitespace-nowrap">VAT</th>
<th className="text-right py-3 px-3 font-medium whitespace-nowrap">Total</th>
<th className="text-left py-3 px-3 sm:px-4 font-medium whitespace-nowrap">Status</th>
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
</tr>
</thead>
<tbody>
{invoices.map((inv) => {
const lines = linesByInvoice[inv.id] ?? [];
const booked = lines.filter((l) => l.isBooked);
const unbooked = lines.filter((l) => !l.isBooked);
// Only an unbooked line is a problem. A machine used at two sites in a
// month is expected, so it must not tint the row or badge it as an error.
const hasProblem = unbooked.length > 0;
const isOpen = open === inv.id;
const sum = (ls: BookedLine[], k: "amount_excl" | "vat") =>
ls.reduce((s, l) => s + (l[k] || 0), 0);
const bookedExVat = sum(booked, "amount_excl");
const bookedVat = sum(booked, "vat");
return (
<InvoiceRow
key={inv.id}
invoice={inv}
lineCount={lines.length}
unbooked={unbooked.length}
hasProblem={hasProblem}
isOpen={isOpen}
onToggle={() => setOpen(isOpen ? null : inv.id)}
expanded={
isOpen ? (
<div className="p-3 sm:p-4 bg-gray-50/60 dark:bg-white/[0.04]">
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
<InvoiceSummary invoice={inv} lines={lines} assets={assets} embedded />
</div>
) : null
}
/>
);
})}
</tbody>
</table>
</div>
<ScrollFade />
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
</div>
</>
);
}
function InvoiceRow({
invoice, lineCount, unbooked,
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
hasProblem, isOpen, onToggle, expanded,
}: {
invoice: Invoice;
lineCount: number;
unbooked: number;
hasProblem: boolean;
isOpen: boolean;
onToggle: () => void;
expanded: React.ReactNode;
}) {
return (
<>
<tr
className={`border-b border-gray-50 dark:border-border transition ${
Sites: a real Sites list, with the unbooked lines bookable to a site The container lines (MPLANT04/MPLANT05) have no matching plant item, so they sat unbooked forever with no way to account for them. They can now be booked to a SITE instead. `sites` is a new PocketBase collection derived from the invoices — each distinct invoice site becomes a site, created as invoices are imported. They are never hand-typed, and never deleted: a site can carry notes and hold line bookings, so removing one would orphan that history. /sites lists every site with its revenue ex VAT, its VAT, the total billed, how many invoices and machines it carries, and how many lines are still outstanding. Each row links to a detail page listing the site's invoices and every line item with its ex-VAT/VAT/total split. Nav: Dashboard is now a group with Overview and Sites. Booking a line to a site posts NO income — there is no machine to carry it — it only marks the line accounted for, so it stops showing as unbooked. Exactly one of booked_asset / booked_site is ever set, and a line with neither is what surfaces as unbooked everywhere. One container per site, as specified: once a machine-less line has taken a site, that site is withheld from the next one's picker and shown disabled ("already has one") rather than hidden. Free sites sort to the top. The rule is enforced server-side too, so it does not depend on the UI being the only way in — re-posting a taken site is refused with 409. Verified: booking The Hills, then trying again, then taking West Park, and the remaining line sees 8 free and 2 taken. Clearing a booking frees its site. The site picker only appears on lines that need it — no machine, or one already booked to a site — so fully-booked rows keep a single control. Also fixed the Sidebar's group-active check, which derived its prefix from the first child. For a group whose first child is "/" that yields "/" and matched every route, so Dashboard would have been highlighted on every page. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-02 14:24:06 +00:00
hasProblem ? "bg-[#D1495B]/[0.04] dark:bg-[#292934]" : "hover:bg-gray-50/60 dark:hover:bg-white/[0.02]"
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
}`}
>
{/* Sticky first column so the invoice identity survives horizontal scroll. */}
<td
className={`py-2 px-4 sticky left-0 z-10 ${
Sites: a real Sites list, with the unbooked lines bookable to a site The container lines (MPLANT04/MPLANT05) have no matching plant item, so they sat unbooked forever with no way to account for them. They can now be booked to a SITE instead. `sites` is a new PocketBase collection derived from the invoices — each distinct invoice site becomes a site, created as invoices are imported. They are never hand-typed, and never deleted: a site can carry notes and hold line bookings, so removing one would orphan that history. /sites lists every site with its revenue ex VAT, its VAT, the total billed, how many invoices and machines it carries, and how many lines are still outstanding. Each row links to a detail page listing the site's invoices and every line item with its ex-VAT/VAT/total split. Nav: Dashboard is now a group with Overview and Sites. Booking a line to a site posts NO income — there is no machine to carry it — it only marks the line accounted for, so it stops showing as unbooked. Exactly one of booked_asset / booked_site is ever set, and a line with neither is what surfaces as unbooked everywhere. One container per site, as specified: once a machine-less line has taken a site, that site is withheld from the next one's picker and shown disabled ("already has one") rather than hidden. Free sites sort to the top. The rule is enforced server-side too, so it does not depend on the UI being the only way in — re-posting a taken site is refused with 409. Verified: booking The Hills, then trying again, then taking West Park, and the remaining line sees 8 free and 2 taken. Clearing a booking frees its site. The site picker only appears on lines that need it — no machine, or one already booked to a site — so fully-booked rows keep a single control. Also fixed the Sidebar's group-active check, which derived its prefix from the first child. For a group whose first child is "/" that yields "/" and matched every route, so Dashboard would have been highlighted on every page. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-02 14:24:06 +00:00
hasProblem ? "bg-[#D1495B]/[0.04] dark:bg-[#292934]" : "bg-white dark:bg-surface"
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
}`}
>
<button
type="button"
onClick={onToggle}
aria-expanded={isOpen}
className="flex items-center gap-2 min-h-[44px] w-full text-left focus:outline-none focus-visible:ring-2 focus-visible:ring-[#30638E] rounded-lg"
>
<ChevronRight
className={`w-4 h-4 text-gray-400 shrink-0 transition-transform ${isOpen ? "rotate-90" : ""}`}
/>
<span className="font-mono text-xs font-semibold text-[#00798C] whitespace-nowrap">
{invoice.invoice_no}
</span>
</button>
</td>
<td className="hidden sm:table-cell py-2 px-3 whitespace-nowrap">
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
{invoice.site ? (
<span className="inline-flex items-center gap-1.5 text-sm text-[#003D5B] dark:text-white">
<MapPin className="w-3.5 h-3.5 text-[#EDAE49] shrink-0" />
{invoice.site}
</span>
) : (
<span className="text-sm text-gray-400 dark:text-text-soft">—</span>
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
)}
</td>
<td className="hidden sm:table-cell py-2 px-3 text-sm text-gray-500 dark:text-gray-400 whitespace-nowrap tabular-nums">
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
{invoice.period_from.slice(0, 10)} → {invoice.period_to.slice(0, 10)}
</td>
<td className="hidden sm:table-cell py-2 px-3 text-right tabular-nums text-gray-700 dark:text-gray-300">
{lineCount}
</td>
<td className="hidden sm:table-cell py-2 px-3 text-right tabular-nums font-medium text-[#003D5B] dark:text-white whitespace-nowrap">
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
{ZAR2(invoice.total_excl)}
</td>
<td className="hidden sm:table-cell py-2 px-3 text-right tabular-nums text-gray-500 dark:text-gray-400 whitespace-nnowrap">
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
{ZAR2(invoice.vat)}
</td>
<td className="py-2 px-3 text-right tabular-nums font-semibold text-[#003D5B] dark:text-white whitespace-nowrap">
{ZAR2(invoice.total_incl)}
</td>
<td className="py-2 px-3 sm:px-4 whitespace-nowrap">
{hasProblem ? (
<span className="inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg bg-[#D1495B]/10 text-[#D1495B] text-xs font-semibold">
<AlertTriangle className="w-3.5 h-3.5 shrink-0" />
{unbooked} unbooked
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
</span>
) : (
<span className="inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg bg-[#00798C]/10 text-[#00798C] text-xs font-semibold">
<CheckCircle2 className="w-3.5 h-3.5 shrink-0" />
All booked
</span>
)}
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
</td>
</tr>
{isOpen && (
<tr>
{/* Span the full table so the detail panel is not clipped by the sticky column. */}
<td colSpan={8} className="p-0 border-b border-gray-100 dark:border-border">
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
{expanded}
</td>
</tr>
)}
</>
);
}
function Stat({ label, value, tone }: { label: string; value: string; tone: "teal" | "brand" }) {
if (tone === "brand") {
return (
<div className="bg-gradient-to-br from-[#00798C] to-[#003D5B] rounded-2xl px-5 py-3 text-white shadow-lg shadow-teal-500/20">
<div className="text-xs text-white/80">{label}</div>
<div className="text-2xl font-semibold tabular-nums">{value}</div>
</div>
);
}
return (
<div className="px-5 py-3 rounded-2xl bg-[#00798C]/10 border border-[#00798C]/15">
<div className="text-xs text-[#00798C]">{label}</div>
<div className="text-2xl font-semibold tabular-nums text-[#003D5B] dark:text-white">{value}</div>
</div>
);
}
// Kept so an empty folder still renders a usable page.
export function EmptyInvoices() {
return (
<div className="bg-white dark:bg-surface border border-gray-100 dark:border-border rounded-2xl shadow-sm p-10 text-center">
<FileText className="w-8 h-8 mx-auto text-gray-300 dark:text-text-soft mb-3" />
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
<p className="text-gray-500 dark:text-gray-400">No invoices yet.</p>
<p className="text-sm text-gray-400 dark:text-text-soft mt-1">
Invoices: line-item extraction, booking to plant items, VAT-inclusive income Adds an Invoices sub-menu under /income with a summary table (one row per invoice, click to expand the full detail) and the data model behind it. Data: - invoices + invoice_lines PocketBase collections, created idempotently by scripts/setup-invoice-collections.mjs - line items transcribed from PHI 166/167/171 with per-invoice arithmetic validation in the seed; a bad invoice is refused without blocking the rest - invoice-*.json in data/source are auto-imported, so adding an invoice is one file Booking: - manual book-in per line (Booked to), grouped by category - POST /api/invoice-lines/:id/book moves the income row rather than adding a second one, so a booking can be changed freely - scripts/book-invoice.mjs is idempotent: rows are stamped with monthly_income.invoice_line and replaced on re-run - booked amount follows lib/invoice-booking-policy.json (bookInclusiveVat), read by both the app and the CLI so they cannot disagree Money: - the R24,205.13 column on these invoices is PLUS VAT, not escalation. The seed now rejects VAT that disagrees with the stated rate. - booked amounts are VAT-inclusive per the client ruling of 2026-10-01; the VAT stays visible rather than hidden. Uploads: - drag-and-drop PDF attached to invoices.source_pdf - GET /api/invoices/:id/document proxies it — the collection is rule-locked, so a direct PocketBase /api/files link 404s in a browser Fixes a month-aggregation bug this introduced: buildIncomeRows assigned into months[i], so a machine with two income rows in one month (one per invoice, which is normal multi-site use) showed only the last. SS01 September read R20,700 instead of R35,305 while its own YTD included both. Months now accumulate, per-month profit is computed once after accumulation, and lib/rows.test.ts pins it. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-01 13:59:30 +00:00
Add a <code className="font-mono text-[#00798C]">data/source/invoice-*.json</code> then run{" "}
<code className="font-mono text-[#00798C]">npm run seed</code>.
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);
}
export { ZAR };