Add the ERPNext settings UI, History and detail controls, and voiced.invoice.v1 export (Phase F3)

- Settings gets an Integrations tab: connection fields with a write-only API secret, a CA PEM option, Test connection with versions and warnings, live mapping lists loaded after a test, naming mode, toggles and its own Save. - Pushing for a GST-registered vendor is refused until a connection test result is stored. The UI shows the reason and disables Send. - History shows an ERPNext status column from one bulk call, a row Send and Open in ERPNext, and a bulk Send selected with a draft-or-submit confirm step and per-row results that never abort the batch. The detail view gets an ERPNext panel and per-payment send. All of it is hidden or disabled when the integration is not configured. - Optional auto-push after issue runs in the background and never blocks or fails the issue. - Generic export: a deterministic voiced.invoice.v1 JSON (and CSV line items) for selected invoices, documented in docs/voiced-invoice-v1.md with a golden test. Money is integer paise plus a decimal string. The new screens have not been run in a webview yet. The ERPNext Payment Entry deduction fields still need a live check.
2026-10-04 20:57:31 +05:30
parent d3b5fbb1b8
commit 2ffbf0f66c
24 changed files with 2855 additions and 11 deletions
@@ -0,0 +1,140 @@
+import { useEffect, useRef, useState } from "react";
+import { Button, InlineLoading, Modal, RadioButton, RadioButtonGroup, Tag } from "@carbon/react";
+import { api } from "../lib/api";
+import type { ErpnextPushResult } from "../lib/erpnext";
+import { describePush, failedPush, summarizeBatch } from "../lib/erpnextUi";
+import { useReturnFocus } from "../hooks/useReturnFocus";
+
+export interface SendTarget {
+  id: number;
+  number: string;
+}
+
+interface Props {
+  open: boolean;
+  invoices: SendTarget[];
+  /** Cancelled or draft invoices that were left out of the selection. */
+  skipped?: number;
+  /** The "submit on push" setting; the user still chooses explicitly. */
+  defaultSubmit: boolean;
+  onClose: () => void;
+  /** Called once when a send has finished, so the list can refresh its statuses. */
+  onFinished: (results: ErpnextPushResult[]) => void;
+}
+
+type Phase = "confirm" | "running" | "done";
+
+const TAG = { success: "green", info: "blue", warning: "warm-gray", error: "red" } as const;
+
+/** Confirm step (draft or submit), then a sequential send with progress, then per-invoice results. A failure never stops the rest. */
+export default function SendToErpnextModal({ open, invoices, skipped = 0, defaultSubmit, onClose, onFinished }: Props) {
+  const [submit, setSubmit] = useState(defaultSubmit);
+  const [phase, setPhase] = useState<Phase>("confirm");
+  const [results, setResults] = useState<ErpnextPushResult[]>([]);
+  const alive = useRef(true);
+  useReturnFocus(open);
+
+  useEffect(() => {
+    alive.current = true;
+    return () => {
+      alive.current = false;
+    };
+  }, []);
+
+  useEffect(() => {
+    if (!open) return;
+    setSubmit(defaultSubmit);
+    setPhase("confirm");
+    setResults([]);
+  }, [open, defaultSubmit]);
+
+  const run = async () => {
+    setPhase("running");
+    const out: ErpnextPushResult[] = [];
+    for (const inv of invoices) {
+      let result: ErpnextPushResult;
+      try {
+        result = await api.erpnextPushInvoice(inv.id, submit);
+      } catch (e) {
+        // Not set up, or the command itself failed: this row fails, the others still go.
+        result = failedPush(inv.id, inv.number, e);
+      }
+      out.push(result);
+      if (alive.current) setResults([...out]);
+    }
+    if (alive.current) setPhase("done");
+    onFinished(out);
+  };
+
+  const count = invoices.length;
+  const noun = count === 1 ? "invoice" : "invoices";
+
+  if (phase === "confirm") {
+    return (
+      <Modal
+        open={open}
+        modalHeading={count === 1 ? `Send ${invoices[0]?.number} to ERPNext` : `Send ${count} invoices to ERPNext`}
+        primaryButtonText={`Send ${count} ${noun}`}
+        secondaryButtonText="Cancel"
+        primaryButtonDisabled={count === 0}
+        onRequestClose={onClose}
+        onRequestSubmit={() => void run()}
+      >
+        <div className="voiced-stack">
+          <RadioButtonGroup legendText="What should ERPNext do with it?" name="erp-send-mode" orientation="vertical" valueSelected={submit ? "submit" : "draft"} onChange={(v) => setSubmit(v === "submit")}>
+            <RadioButton id="erp-send-draft" value="draft" labelText="Save as a draft for review" />
+            <RadioButton id="erp-send-submit" value="submit" labelText="Submit it (posts to the books)" />
+          </RadioButtonGroup>
+          <p className="voiced-muted">
+            An invoice that is already in ERPNext is never overwritten or created twice.
+            {skipped > 0 ? ` ${skipped} cancelled ${skipped === 1 ? "invoice is" : "invoices are"} left out: cancelled invoices are never sent.` : ""}
+          </p>
+        </div>
+      </Modal>
+    );
+  }
+
+  const summary = phase === "done" ? summarizeBatch(results) : null;
+  return (
+    <Modal
+      open={open}
+      passiveModal
+      modalHeading={phase === "running" ? "Sending to ERPNext" : "Send finished"}
+      preventCloseOnClickOutside
+      onRequestClose={() => {
+        if (phase === "done") onClose();
+      }}
+    >
+      <div className="voiced-stack">
+        {phase === "running" ? (
+          <InlineLoading description={`Sent ${results.length} of ${count}…`} />
+        ) : (
+          <p role="status">
+            <strong>{summary?.title}</strong>
+          </p>
+        )}
+        <ul className="voiced-erp__results" aria-label="Results">
+          {results.map((r) => {
+            const note = describePush(r);
+            return (
+              <li key={r.invoiceId}>
+                <Tag type={TAG[note.kind]} size="sm">
+                  {r.ok ? (r.noOp ? "Up to date" : r.remoteDocstatus === 1 ? "Submitted" : "Draft") : r.status === "conflict" ? "Conflict" : r.status === "refused" ? "Not sent" : "Error"}
+                </Tag>{" "}
+                <strong>{r.number || `#${r.invoiceId}`}</strong>
+                {r.remoteName && r.ok ? <span className="voiced-muted"> {r.remoteName}</span> : null}
+                {!r.ok && r.error ? <div className="voiced-muted">{r.error}</div> : null}
+                {r.ok && r.warnings.length > 0 ? <div className="voiced-muted">{r.warnings.join(" ")}</div> : null}
+              </li>
+            );
+          })}
+        </ul>
+        {phase === "done" ? (
+          <Button kind="primary" size="md" onClick={onClose}>
+            Close
+          </Button>
+        ) : null}
+      </div>
+    </Modal>
+  );
+}