mega-plant/components/InvoiceTable.tsx
David 876619c3ac Invoices: keep the PDF on the invoice, and search the invoice's own words
Two things this question turned up.

The upload DID store the PDF, but on the intake record, never on the invoice
— so "Open invoice PDF" 404'd for every invoice imported through the app
while working for the older ones. The file now lives on invoices.source_pdf
and the intake record keeps only the provenance (who sent it, what was
parsed), rather than a second copy of the file. The document endpoint also
falls back to the intake record, which makes the seven already-stored
documents reachable again without a migration. All 10 now open.

The machine combobox searched only the register's own words, so an invoice
line reading "CB22 2.2 TON Roller Vibration" could never be matched to the
asset filed as "CAT 2,4TON RV" — the words simply were not in the list. The
line's own invoice code and description are now searchable too, so the two
sides of the same machine can actually be found from either direction.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-10-02 19:09:16 +02:00

308 lines
No EOL
14 KiB
TypeScript

import type { Asset, BookedLine, Invoice } from "@/lib/data";
import { ZAR2 } from "@/lib/utils";
import { AlertTriangle, CheckCircle2 } from "lucide-react";
import { MachineCombobox } from "@/components/MachineCombobox";
import { ScrollFade } from "@/components/ScrollFade";
import { SiteBookingSelect, SiteBookingLegend } from "@/components/SiteBookingSelect";
import { InvoiceUploader, AttachedDocument } from "@/components/InvoiceUploader";
export function InvoiceSummary({
invoice,
lines,
assets,
embedded,
}: {
invoice: Invoice;
lines: BookedLine[];
assets: Asset[];
// Inside the expandable invoice row the surrounding card already shows the number and
// site, so the header block is dropped to avoid saying the same thing twice.
embedded?: boolean;
}) {
const unbooked = lines.filter((l) => !l.isBooked);
// Two different numbers, both worth showing.
// ex-VAT = what actually lands in the P&L as income for the machine.
// incl-VAT= what the debtor actually pays (ex-VAT + SARS VAT).
// Booking is done ex-VAT: VAT is collected for SARS, never income.
const sum = (ls: BookedLine[], k: "amount_excl" | "vat") => ls.reduce((s, l) => s + (l[k] || 0), 0);
const bookedExVat = sum(lines.filter((l) => l.isBooked), "amount_excl");
const bookedVat = sum(lines.filter((l) => l.isBooked), "vat");
const unbookedExVat = sum(unbooked, "amount_excl");
const unbookedVat = sum(unbooked, "vat");
const period = `${invoice.period_from.slice(0, 10)} → ${invoice.period_to.slice(0, 10)}`;
const periodMonth = new Date(invoice.period_to).toLocaleDateString("en-ZA", {
month: "long",
year: "numeric",
timeZone: "UTC",
});
return (
<div
className={
embedded
? "bg-white dark:bg-surface border border-gray-100 dark:border-border rounded-xl shadow-sm overflow-hidden"
: "bg-white dark:bg-surface border border-gray-100 dark:border-border rounded-2xl shadow-sm overflow-hidden mb-6"
}
>
{!embedded && (
<div className="p-5 border-b border-gray-100 dark:border-border">
<div className="flex flex-wrap items-start justify-between gap-4">
<div className="min-w-0">
<div className="flex items-center gap-2 flex-wrap">
<span className="font-mono text-sm font-semibold px-2.5 py-1 rounded-md bg-[#00798C]/10 text-[#00798C]">
{invoice.invoice_no}
</span>
{/* Site is transcribed from the invoice's own description. There is no
sites collection yet — this is a plain label until one exists. */}
{invoice.site && (
<span className="text-sm px-2.5 py-1 rounded-md bg-[#EDAE49]/15 text-[#8a6420] dark:text-[#EDAE49]">
{invoice.site}
</span>
)}
<span className="text-sm font-medium text-[#003D5B] dark:text-white">{invoice.debtor}</span>
</div>
<p className="text-sm text-gray-500 dark:text-gray-400 mt-2">{invoice.description}</p>
<div className="flex flex-wrap gap-x-4 gap-y-1 mt-2 text-sm text-gray-500 dark:text-gray-400">
<span>Order {invoice.order_no || "—"}</span>
<span>Debtor {invoice.debtor_no || "—"}</span>
<span>{period}</span>
<span>{invoice.currency || "ZAR"}</span>
</div>
</div>
{/* The headline is the VAT-inclusive invoice total — what the debtor pays. */}
<div className="text-right shrink-0">
<div className="text-sm text-gray-500 dark:text-gray-400">Invoice total (incl VAT)</div>
<div className="text-2xl font-semibold tabular-nums text-[#003D5B] dark:text-white">
{ZAR2(invoice.total_incl)}
</div>
<div className="text-sm text-gray-500 dark:text-gray-400 tabular-nums">
{ZAR2(invoice.total_excl)} + {ZAR2(invoice.vat)} VAT
{invoice.vat_pct ? ` @ ${invoice.vat_pct}%` : ""}
</div>
</div>
</div>
</div>
)}
{embedded && (
<div className="px-4 py-3 border-b border-gray-100 dark:border-border flex flex-wrap items-center justify-between gap-3">
<div className="min-w-0">
<div className="text-sm font-medium text-[#003D5B] dark:text-white">
{invoice.debtor} · {invoice.description}
</div>
<div className="flex flex-wrap gap-x-4 gap-y-1 mt-1 text-sm text-gray-500 dark:text-gray-400">
<span>Order {invoice.order_no || "—"}</span>
<span>Debtor {invoice.debtor_no || "—"}</span>
<span>{period}</span>
</div>
</div>
<div className="text-right shrink-0">
<div className="text-sm text-gray-500 dark:text-gray-400">Invoice total (incl VAT)</div>
<div className="text-xl font-semibold tabular-nums text-[#003D5B] dark:text-white">
{ZAR2(invoice.total_incl)}
</div>
</div>
</div>
)}
{/* Booking status. An unassigned line is never guessed at — it stays visible
and the shortfall is stated, rather than being charged to a wrong machine. */}
{unbooked.length > 0 ? (
<div className="flex items-start gap-3 px-5 py-3 bg-[#D1495B]/5 border-b border-[#D1495B]/15">
<AlertTriangle className="w-4 h-4 text-[#D1495B] shrink-0 mt-0.5" />
<div className="text-sm text-[#D1495B] dark:text-brick-ink">
<p>
{unbooked.length} line{unbooked.length > 1 ? "s" : ""} not yet booked to a machine — choose a
plant item below.
</p>
<BookingMoney bookedExVat={bookedExVat} bookedVat={bookedVat} unbookedExVat={unbookedExVat} unbookedVat={unbookedVat} />
</div>
</div>
) : (
<div className="flex items-start gap-3 px-5 py-3 bg-[#00798C]/5 border-b border-[#00798C]/15">
<CheckCircle2 className="w-4 h-4 text-[#00798C] shrink-0 mt-0.5" />
<div className="text-sm text-[#00798C]">
<p>All {lines.length} lines booked to {periodMonth} income.</p>
<BookingMoney bookedExVat={bookedExVat} bookedVat={bookedVat} />
</div>
</div>
)}
<div className="px-5 py-3 border-b border-gray-100 dark:border-white/5">
<SiteBookingLegend />
</div>
<InvoiceTable lines={lines} assets={assets} />
<div className="p-5 border-t border-gray-100 dark:border-border bg-gray-50/50 dark:bg-white/[0.04]">
<div className="flex flex-col lg:flex-row lg:items-start justify-between gap-6">
<div className="lg:max-w-sm w-full">
<div className="text-sm font-medium text-[#003D5B] dark:text-white mb-2">
Source document
</div>
{invoice.source_pdf ? (
<AttachedDocument invoiceNo={invoice.invoice_no} invoiceId={invoice.id} />
) : (
<InvoiceUploader invoiceNo={invoice.invoice_no} />
)}
</div>
<dl className="w-full lg:w-80 shrink-0 space-y-2">
<TotalRow label="Hire (excl VAT)" value={invoice.total_excl} />
{invoice.escalation > 0 && <TotalRow label="Escalation" value={invoice.escalation} />}
<TotalRow
label={`VAT${invoice.vat_pct ? ` @ ${invoice.vat_pct}%` : ""}`}
value={invoice.vat}
/>
<div className="border-t border-gray-200 dark:border-white/10 pt-2">
<TotalRow label="Invoice total (incl VAT)" value={invoice.total_incl} strong />
</div>
</dl>
</div>
</div>
</div>
);
}
// Shows the booked money three ways at once, so nobody has to guess which figure the
// dashboard is using:
//
// booked to income (ex VAT) → what lands in the P&L for the machine
// VAT → collected for SARS, NOT income
// billed to customer → ex-VAT + VAT, what the debtor actually pays
function BookingMoney({
bookedExVat,
bookedVat,
unbookedExVat = 0,
unbookedVat = 0,
}: {
bookedExVat: number;
bookedVat: number;
unbookedExVat?: number;
unbookedVat?: number;
}) {
return (
<div className="mt-1.5 flex flex-wrap gap-x-5 gap-y-1">
<Item label="Booked to income (ex VAT)" value={bookedExVat} strong />
<Item label="VAT (to SARS, not income)" value={bookedVat} />
<Item label="Billed to customer" value={bookedExVat + bookedVat} strong />
{unbookedExVat > 0 && (
<>
<Item label="Still unbooked (ex VAT)" value={unbookedExVat} strong />
<Item label="Still unbooked (billed)" value={unbookedExVat + unbookedVat} />
</>
)}
</div>
);
}
function Item({ label, value, strong }: { label: string; value: number; strong?: boolean }) {
return (
<span className="inline-flex items-baseline gap-1.5">
<span className="opacity-80">{label}</span>
<span className={`font-semibold tabular-nums ${strong ? "underline decoration-dotted underline-offset-2" : ""}`}>
{ZAR2(value)}
</span>
</span>
);
}
function TotalRow({ label, value, strong }: { label: string; value: number; strong?: boolean }) {
return (
<div className="flex items-center justify-between gap-4">
<dt className="text-sm text-gray-500 dark:text-gray-400">{label}</dt>
<dd
className={`text-sm tabular-nums ${
strong ? "font-semibold text-[#003D5B] dark:text-white" : "text-gray-700 dark:text-gray-300"
}`}
>
{ZAR2(value || 0)}
</dd>
</div>
);
}
export function InvoiceTable({ lines, assets }: { lines: BookedLine[]; assets: Asset[] }) {
const machines = assets
.filter((a) => a.is_active !== false)
.map((a) => ({ id: a.id, code: a.code || "", name: a.name, category: a.category || "Other" }));
return (
// Rule 1 + 4: the table scrolls inside its own container, so the page itself never
// scrolls sideways at 375px. `-webkit-overflow-scrolling` is not a Tailwind utility —
// written as a class it is inert — so it is set inline to actually take effect.
<div className="group relative">
<div className="overflow-x-auto" style={{ WebkitOverflowScrolling: "touch" }}>
<table className="w-full text-sm min-w-[900px]">
<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-5 font-medium sticky left-0 z-10 bg-gray-50/95 dark:bg-surface-muted/95 backdrop-blur">
Machine
</th>
<th className="text-left py-3 px-3 font-medium">Description</th>
<th className="text-right py-3 px-3 font-medium whitespace-nowrap">Qty</th>
<th className="text-left py-3 px-3 font-medium">Unit</th>
<th className="text-right py-3 px-3 font-medium whitespace-nowrap">Rate</th>
<th className="text-right py-3 px-3 font-medium whitespace-nowrap">Hire ex VAT</th>
<th className="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 incl</th>
<th className="text-left py-3 px-3 font-medium whitespace-nowrap">Booked to</th>
</tr>
</thead>
<tbody>
{lines.map((l) => (
<tr
key={l.id}
className={`border-b border-gray-50 dark:border-border ${
l.isBooked ? "hover:bg-gray-50/40 dark:hover:bg-white/[0.02]" : "bg-[#D1495B]/[0.04]"
}`}
>
{/* Sticky first column — keeps the machine identifiable while scrolling.
It needs its own opaque background, so it has to repeat the row's
unbooked tint; otherwise the flag disappears under the white. */}
<td
className={`py-3 px-5 sticky left-0 z-10 ${
l.isBooked
? "bg-white dark:bg-surface"
: "bg-[#D1495B]/[0.04] dark:bg-[#292934]"
}`}
>
<div className="flex items-center gap-2 whitespace-nowrap">
<span className="text-xs text-gray-400 dark:text-text-soft tabular-nums">{l.line_no}</span>
<span className="font-mono text-xs font-semibold text-[#00798C]">{l.machine_code}</span>
</div>
</td>
<td className="py-3 px-3 text-gray-700 dark:text-gray-300 whitespace-nowrap">{l.description}</td>
<td className="py-3 px-3 text-right tabular-nums text-gray-700 dark:text-gray-300">{l.qty}</td>
<td className="py-3 px-3 text-gray-500 dark:text-gray-400">{l.unit}</td>
<td className="py-3 px-3 text-right tabular-nums text-gray-700 dark:text-gray-300">{ZAR2(l.rate)}</td>
<td className="py-3 px-3 text-right tabular-nums text-gray-700 dark:text-gray-300">{ZAR2(l.amount_excl)}</td>
<td className="py-3 px-3 text-right tabular-nums text-gray-700 dark:text-gray-300">{ZAR2(l.vat)}</td>
<td className="py-3 px-3 text-right tabular-nums font-semibold text-[#003D5B] dark:text-white whitespace-nowrap">
{ZAR2(l.total_incl)}
</td>
<td className="py-3 px-3">
<div className="flex flex-col sm:flex-row gap-2 sm:items-start">
<div className="min-w-[180px]">
<MachineCombobox
lineId={l.id}
value={l.booked_asset || ""}
machines={machines}
lineCode={l.machine_code}
lineDescription={l.description}
/>
</div>
{(!l.isBooked || l.booked_site) && (
<SiteBookingSelect lineId={l.id} value={l.booked_site || ""} />
)}
</div>
</td>
</tr>
))}
</tbody>
</table>
</div>
<ScrollFade />
</div>
);
}