Files
Voiced/src/lib/erpnextUi.ts
T
xavierk 2ffbf0f66c 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

391 lines
15 KiB
TypeScript

/** Pure helpers behind the ERPNext screens (Settings, History, invoice detail, auto-push). No UI, no Tauri. */
import type {
ErpnextConfig,
ErpnextConfigInput,
ErpnextConnectionTest,
ErpnextOptionItem,
ErpnextOptions,
ErpnextPaymentPushResult,
ErpnextPushResult,
ErpnextSyncStatus,
ErpnextWarning,
} from "./erpnext";
export type TagColor = "red" | "green" | "blue" | "gray" | "purple" | "cool-gray" | "warm-gray";
export type NoticeKind = "success" | "info" | "warning" | "error";
export const SETTINGS_LINK_TEXT = "Settings, Integrations";
// ---- configuration state ----
/** Enough saved to try a push: address, key and a stored secret. */
export function isConfigured(cfg: Pick<ErpnextConfig, "baseUrl" | "apiKey" | "apiSecretSet"> | null | undefined): boolean {
return Boolean(cfg && cfg.baseUrl.trim() && cfg.apiKey.trim() && cfg.apiSecretSet);
}
/** True when a connection test result is stored (the backend refuses a registered vendor's push without one). */
export function hasDetectResult(result: ErpnextConnectionTest | null | undefined): boolean {
return Boolean(result && typeof result === "object" && Object.keys(result).length > 0);
}
export const NOT_CONFIGURED_REASON = "ERPNext is not set up. Enter the address, API key and secret in Settings, Integrations.";
export const RUN_TEST_REASON = "Run Test connection first (Settings, Integrations).";
/**
* Why an invoice cannot be sent right now, or null. The backend applies the same registered-vendor rule using the
* supplier snapshot frozen on the invoice; the current GST registration setting is the proxy here.
*/
export function pushDisabledReason(opts: {
cfg: ErpnextConfig | null;
vendorRegistered: boolean;
invoiceStatus?: string;
}): string | null {
if (!isConfigured(opts.cfg)) return NOT_CONFIGURED_REASON;
if (opts.invoiceStatus !== undefined && opts.invoiceStatus !== "issued") {
return opts.invoiceStatus === "cancelled"
? "Cancelled invoices are never sent to ERPNext."
: "Only issued invoices are sent to ERPNext.";
}
if (opts.vendorRegistered && !hasDetectResult(opts.cfg?.lastDetectResult)) return RUN_TEST_REASON;
return null;
}
/** A payment can be posted only against a submitted invoice, once. */
export function paymentPushDisabledReason(opts: {
cfg: ErpnextConfig | null;
sync: ErpnextSyncStatus | undefined;
entry: string | null | undefined;
}): string | null {
if (!isConfigured(opts.cfg)) return NOT_CONFIGURED_REASON;
if (opts.entry) return `Already sent as ${opts.entry}.`;
if (!opts.sync || opts.sync.status !== "synced") return "Send the invoice to ERPNext first.";
if (opts.sync.remoteDocstatus !== 1) return "Submit the invoice in ERPNext first.";
return null;
}
// ---- sync status ----
export interface SyncTag {
label: string;
type: TagColor;
/** Hover text: the stored error for a failure. */
tooltip?: string;
}
export function syncTag(s: ErpnextSyncStatus | undefined): SyncTag {
if (!s || s.status === "none") return { label: "Not sent", type: "gray" };
switch (s.status) {
case "synced":
return s.remoteDocstatus === 1
? { label: "Submitted", type: "green", tooltip: s.remoteName || undefined }
: { label: "Draft in ERPNext", type: "blue", tooltip: s.remoteName || undefined };
case "error":
return { label: "Error", type: "red", tooltip: s.lastError || "The last send failed." };
case "conflict":
return { label: "Conflict", type: "purple", tooltip: s.lastError || "ERPNext already has a different document with this name." };
case "pending":
return { label: "Sending", type: "warm-gray" };
default:
return { label: "Not sent", type: "gray" };
}
}
export function indexSyncStatuses(list: ErpnextSyncStatus[]): Map<number, ErpnextSyncStatus> {
return new Map(list.map((s) => [s.invoiceId, s]));
}
/** Rows that have an ERPNext document to open. */
export const canOpenInErpnext = (s: ErpnextSyncStatus | undefined): boolean => Boolean(s && s.remoteName);
/** Stored sync time (RFC 3339) for display; the raw text if it cannot be parsed, blank if there is none. */
export function formatSyncedAt(iso: string | null | undefined): string {
if (!iso) return "";
const d = new Date(iso);
return Number.isNaN(d.getTime()) ? iso : d.toLocaleString("en-GB", { day: "2-digit", month: "short", year: "numeric", hour: "2-digit", minute: "2-digit" });
}
/** From a selection: the issued invoices that can be sent, and how many were left out (cancelled or draft). */
export function sendableSelection<T extends { status: string }>(rows: T[]): { send: T[]; skipped: number } {
const send = rows.filter((r) => r.status === "issued");
return { send, skipped: rows.length - send.length };
}
// ---- push results ----
export interface Notice {
kind: NoticeKind;
title: string;
subtitle?: string;
}
const docState = (docstatus: number) => (docstatus === 1 ? "submitted" : "draft");
/** One push outcome as a toast. Warnings turn a success into a warning toast so they are read. */
export function describePush(r: ErpnextPushResult): Notice {
if (r.ok) {
const where = `${r.remoteName} (${docState(r.remoteDocstatus)})`;
if (r.warnings.length > 0) {
return { kind: "warning", title: `Invoice ${r.number} sent to ERPNext with notes`, subtitle: [where, ...r.warnings].join(" ") };
}
if (r.noOp) return { kind: "info", title: `Invoice ${r.number} is already up to date in ERPNext`, subtitle: where };
return { kind: "success", title: `Invoice ${r.number} sent to ERPNext`, subtitle: where };
}
if (r.status === "refused" || r.errorKind === "precondition" || r.errorKind === "config") {
return { kind: "warning", title: `Invoice ${r.number || r.invoiceId} was not sent`, subtitle: r.error ?? undefined };
}
if (r.status === "conflict") {
return { kind: "error", title: `Invoice ${r.number} conflicts with ERPNext`, subtitle: r.error ?? undefined };
}
return { kind: "error", title: `Could not send invoice ${r.number || r.invoiceId}`, subtitle: r.error ?? undefined };
}
export function describePaymentPush(r: ErpnextPaymentPushResult): Notice {
if (r.ok) {
return r.alreadySynced
? { kind: "info", title: "Payment was already sent", subtitle: r.entryName ?? undefined }
: { kind: "success", title: "Payment sent to ERPNext", subtitle: r.entryName ?? undefined };
}
return { kind: "error", title: "Could not send the payment", subtitle: r.error ?? undefined };
}
/** A rejected invoke (for example "ERPNext is not set up yet") turned into a result row, so a batch carries on. */
export function failedPush(invoiceId: number, number: string, error: unknown): ErpnextPushResult {
return {
invoiceId,
number,
ok: false,
status: "error",
remoteName: "",
remoteDocstatus: 0,
created: false,
noOp: false,
attached: false,
error: error instanceof Error ? error.message : String(error),
errorKind: "other",
warnings: [],
};
}
export interface BatchSummary {
total: number;
sent: number;
upToDate: number;
failed: number;
withNotes: number;
kind: NoticeKind;
title: string;
}
export function summarizeBatch(results: ErpnextPushResult[]): BatchSummary {
const failed = results.filter((r) => !r.ok).length;
const upToDate = results.filter((r) => r.ok && r.noOp && r.warnings.length === 0).length;
const sent = results.filter((r) => r.ok).length - upToDate;
const withNotes = results.filter((r) => r.ok && r.warnings.length > 0).length;
const kind: NoticeKind = failed > 0 ? (failed === results.length ? "error" : "warning") : withNotes > 0 ? "warning" : "success";
const parts = [`${sent} sent`];
if (upToDate > 0) parts.push(`${upToDate} already up to date`);
if (failed > 0) parts.push(`${failed} failed`);
return { total: results.length, sent, upToDate, failed, withNotes, kind, title: parts.join(", ") };
}
// ---- auto-push after issue ----
export interface AutoPushDeps {
getConfig(): Promise<ErpnextConfig>;
push(id: number, submit?: boolean): Promise<ErpnextPushResult>;
}
/**
* Pushes a just-issued invoice when "send on issue" is on. Never throws and never blocks the issue: anything that
* goes wrong comes back as a notice. Returns null when nothing was attempted (off, or not set up).
*/
export async function autoPushIssued(
deps: AutoPushDeps,
invoice: { id: number; number: string },
vendorRegistered: boolean,
): Promise<Notice | null> {
let cfg: ErpnextConfig;
try {
cfg = await deps.getConfig();
} catch {
return null;
}
if (!cfg.autoPushOnIssue || !isConfigured(cfg)) return null;
const blocked = pushDisabledReason({ cfg, vendorRegistered });
if (blocked) return { kind: "warning", title: `Invoice ${invoice.number} was not sent to ERPNext`, subtitle: blocked };
try {
return describePush(await deps.push(invoice.id));
} catch (e) {
return describePush(failedPush(invoice.id, invoice.number, e));
}
}
// ---- connection test display ----
const ERROR_CODES = new Set([
"company_missing",
"company_address_missing",
"income_account_missing",
"tax_accounts_missing",
"naming_series_missing",
"naming_series_too_long",
"number_invalid",
"mirror_unsupported",
"gst_accounts_not_configured",
]);
const INFO_CODES = new Set(["versions_unknown", "gst_settings_unreadable"]);
/** How loudly a test warning is shown: the ones that would make invoices land wrong are errors. */
export function warningSeverity(code: string): "error" | "warning" | "info" {
if (ERROR_CODES.has(code)) return "error";
if (INFO_CODES.has(code)) return "info";
return "warning";
}
export function sortWarnings(list: ErpnextWarning[]): ErpnextWarning[] {
const rank = { error: 0, warning: 1, info: 2 } as const;
return [...list].sort((a, b) => rank[warningSeverity(a.code)] - rank[warningSeverity(b.code)]);
}
export function versionsLine(test: ErpnextConnectionTest): string {
const v = test.versions;
const parts = [
`Frappe ${v.frappe ?? "unknown"}`,
`ERPNext ${v.erpnext ?? "unknown"}`,
test.indiaCompliance ? `India Compliance ${v.indiaCompliance ?? "installed"}` : "India Compliance not detected",
];
return parts.join(" · ");
}
// ---- settings form ----
export const UOM_UNITS = ["second", "minute", "hour", "session", "unit"] as const;
export const DEFAULT_UOM_MAP: Record<string, string> = {
second: "Second",
minute: "Minute",
hour: "Hour",
session: "Nos",
unit: "Nos",
};
export function withDefaultUoms(map: Record<string, string> | undefined): Record<string, string> {
const out: Record<string, string> = { ...DEFAULT_UOM_MAP };
for (const [k, v] of Object.entries(map ?? {})) if (v.trim()) out[k] = v;
return out;
}
/** What the form edits: the saved config minus the write-only fields, plus the secret being typed. */
export function toInput(cfg: ErpnextConfig): ErpnextConfigInput {
const { apiSecretSet: _set, lastDetectResult: _last, ...rest } = cfg;
void _set;
void _last;
return { ...rest, uomMap: withDefaultUoms(rest.uomMap), apiSecret: "", clearSecret: false };
}
/** Mirror mode needs a Frappe that keeps a posted name; an untested site defaults to it (the backend default). */
export function mirrorSupported(test: ErpnextConnectionTest | null): boolean {
return test ? test.features.v2Naming : true;
}
export function isLocalDevHost(host: string): boolean {
const h = host.replace(/\.$/, "").toLowerCase();
return h === "localhost" || h === "127.0.0.1" || h.endsWith(".localhost") || h.endsWith(".test");
}
/** Same rules as the backend's address check, so a bad address is caught before the round trip. */
export function baseUrlProblem(raw: string): string | null {
const text = raw.trim();
if (!text) return "Enter the address of your ERPNext site.";
const withScheme = text.includes("://") ? text : `${isLocalDevHost(text.split(/[/:]/)[0] ?? "") ? "http" : "https"}://${text}`;
let url: URL;
try {
url = new URL(withScheme);
} catch {
return "This is not a valid address, e.g. https://erp.example.com";
}
if (url.protocol !== "https:" && url.protocol !== "http:") return "Use an https:// address.";
if (url.protocol === "http:" && !isLocalDevHost(url.hostname)) {
return "Use an https:// address. Plain http is only allowed for localhost, 127.0.0.1, *.localhost and *.test.";
}
if (url.username || url.password) return "Do not put credentials in the address; use the API key and secret fields.";
return null;
}
export interface FormProblems {
baseUrl?: string;
apiKey?: string;
apiSecret?: string;
company?: string;
namingSeries?: string;
namingMode?: string;
}
/** Problems that stop a Test connection (address, key, secret). */
export function connectionProblems(form: ErpnextConfigInput, secretStored: boolean): FormProblems {
const p: FormProblems = {};
const url = baseUrlProblem(form.baseUrl);
if (url) p.baseUrl = url;
if (!form.apiKey.trim()) p.apiKey = "Enter the API key.";
if (!form.apiSecret.trim() && (form.clearSecret || !secretStored)) p.apiSecret = "Enter the API secret.";
return p;
}
/** Problems that stop a Save. An empty form (nothing set up) saves fine; a half-filled one does not. */
export function validateConfigForm(form: ErpnextConfigInput, secretStored: boolean, test: ErpnextConnectionTest | null): FormProblems {
const touched = form.baseUrl.trim() || form.apiKey.trim() || form.apiSecret.trim() || secretStored;
if (!touched) return {};
const p = connectionProblems(form, secretStored);
if (form.namingMode === "series" && !form.namingSeries.trim()) p.namingSeries = "Choose or enter the naming series.";
if (form.namingMode === "mirror" && !mirrorSupported(test)) {
p.namingMode = "This ERPNext version does not keep a posted invoice number. Use ERPNext series.";
}
return p;
}
export const hasProblems = (p: FormProblems): boolean => Object.keys(p).length > 0;
/** Options for a dropdown, with the saved value kept visible when the loaded list does not contain it. */
export function withStoredValue(items: ErpnextOptionItem[], stored: string): ErpnextOptionItem[] {
const value = stored.trim();
if (!value || items.some((i) => i.name === value)) return items;
return [{ name: value, label: value, detail: "saved value, not in the loaded list" }, ...items];
}
export const optionText = (i: ErpnextOptionItem): string => (i.detail ? `${i.label} (${i.detail})` : i.label);
export const OPTION_LIST_LABELS: Record<string, string> = {
companies: "Companies",
companyAddresses: "Company addresses",
incomeAccounts: "Income accounts",
taxAccounts: "Tax accounts",
taxTemplates: "Tax templates",
namingSeries: "Naming series",
itemGroups: "Item groups",
uoms: "Units of measure",
costCenters: "Cost centers",
priceLists: "Price lists",
customerGroups: "Customer groups",
territories: "Territories",
};
/** Per-list load errors keyed by list name; the other lists stay usable. */
export function optionErrors(options: ErpnextOptions | null): Map<string, string> {
return new Map((options?.errors ?? []).map((e) => [e.list, e.message]));
}
export const emptyOptions = (): ErpnextOptions => ({
companies: [],
companyAddresses: [],
incomeAccounts: [],
taxAccounts: [],
taxTemplates: [],
namingSeries: [],
itemGroups: [],
uoms: [],
costCenters: [],
priceLists: [],
customerGroups: [],
territories: [],
errors: [],
});