Add payments with TDS, invoice detail view and filterable History (Phase E2)

- Migration M8 adds payments (cash, TDS, mode, reference). Payment status is derived, never stored: unpaid, partially paid, paid, or overdue. Overpayment is rejected, TDS counts toward settling, and only issued invoices accept payments. list_invoices and get_invoice carry the paid, TDS and balance summary.
- New invoice detail view: archived-PDF preview, payments list, Record payment modal, Export, Duplicate (as a draft), Re-render and Cancel. An invoice with payments cannot be cancelled until they are deleted.
- History gets search, status, financial-year, month and client filters, sortable columns, pagination, footer totals and an FY summary. Cancelled invoices are excluded from totals. The per-row archive-status calls are gone; archiving is on the detail page.
- Rust tests for payments and the list summary; vitest for fiscal-year, money, filter and duplicate helpers.

PDF output and fingerprint goldens are unchanged. The new UI has not been run in a webview yet.
This commit is contained in:
2026-10-04 17:49:25 +05:30
parent 3510cc4260
commit 1623b879e2
25 changed files with 2220 additions and 175 deletions
+26 -1
View File
@@ -6,6 +6,7 @@ import { AppShell, type AppView } from "./components/AppShell";
import Onboarding from "./views/Onboarding";
import NewInvoice from "./views/NewInvoice";
import InvoiceHistory from "./views/InvoiceHistory";
import InvoiceDetail from "./views/InvoiceDetail";
import Clients from "./views/Clients";
import { ToastProvider, useToast } from "./components/ToastProvider";
import AppSettings from "./views/AppSettings";
@@ -24,6 +25,9 @@ function AppInner() {
const [loading, setLoading] = useState(true);
const [error, setError] = useState<string | null>(null);
const [view, setView] = useState<AppView>("new");
const [detailId, setDetailId] = useState<number | null>(null);
// A draft made by "Duplicate" that the New invoice form should open once it is shown.
const [openDraftId, setOpenDraftId] = useState<number | null>(null);
const refreshSettings = useCallback(async () => {
try {
@@ -104,10 +108,31 @@ function AppInner() {
onSettingsChange={refreshSettings}
active={view === "new"}
onActivate={() => setView("new")}
openDraftId={openDraftId}
onDraftOpened={() => setOpenDraftId(null)}
/>
<div hidden={view !== "invoices"}>
<InvoiceHistory settings={settings} active={view === "invoices"} />
<InvoiceHistory
settings={settings}
active={view === "invoices"}
onOpen={(id) => {
setDetailId(id);
setView("invoice");
}}
/>
</div>
{view === "invoice" && detailId !== null ? (
<InvoiceDetail
key={detailId}
invoiceId={detailId}
settings={settings}
onBack={() => setView("invoices")}
onDuplicated={(draftId) => {
setOpenDraftId(draftId);
setView("new");
}}
/>
) : null}
<div hidden={view !== "clients"}>
<Clients active={view === "clients"} />
</div>