@arcforgelabs/flow 2026.10.30 → 2026.10.32

package/README.md

@@ -37,8 +37,10 @@ run a lab.
 | `docs/INVOICING_RULES.md` | The invoicing rules that draft a job's invoice, and the two ways an invoice goes to Xero |
 | `docs/INVOICE_RULES.md` | Invoice rules a lab builds (When, If, Then) that make a ready job wait or never draft |
 | `docs/INVOICE_SENDING.md` | Drafts, Problem and Ready invoices, Mark ready, and Send all ready to the accounting system |
+| `docs/ALERTS.md` | Quiet alerts: the slim line on a page when something there needs a person, and how a person dismisses it |
 | `docs/AUTOMATIONS.md` | Automations: Flow routines that mark jobs ready to invoice and draft them, each on or off |
 | `docs/LINE_MAPPING.md` | Line mapping: how each work system line finds its price item, and Price codes in Settings |
+| `docs/PRICE_LIST.md` | The price list: Flow's own codes and prices, their links to Xero items and Seazona products, and the price check |
 | `docs/RELEASING.md` | Versions and channels, the release workflows, how to cut and roll back a release, and the one-time setup |
 | `docs/SELF_HOSTING.md` | Running a Flow release with Docker, Node or Replit, the update notice, and Clerk sign-in |
 | `docs/REPLIT.md` | A Replit workspace of this repository that follows a release channel (`FLOW_DEPLOY_REF`) |

package/npm-shrinkwrap.json

@@ -1,12 +1,12 @@
 {
   "name": "@arcforgelabs/flow",
-  "version": "2026.10.30",
+  "version": "2026.10.32",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@arcforgelabs/flow",
-      "version": "2026.10.30",
+      "version": "2026.10.32",
       "license": "MIT",
       "dependencies": {
         "@clerk/backend": "3.23.2",
@@ -25,6 +25,7 @@
         "drizzle-orm": "0.45.3",
         "express": "5.3.0",
         "express-rate-limit": "8.7.0",
+        "pdfkit": "0.20.2",
         "pg": "8.23.1"
       },
       "bin": {
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+      "license": "MIT",
+      "engines": {
+        "node": "^14.21.3 || >=16"
+      },
+      "funding": {
+        "url": "https://paulmillr.com/funding/"
+      }
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+    "node_modules/@noble/hashes": {
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       "license": "MIT"
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+      "resolved": "https://registry.npmjs.org/@swc/helpers/-/helpers-0.5.23.tgz",
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+      "license": "Apache-2.0",
+      "dependencies": {
+        "tslib": "^2.8.0"
+      }
+    },
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@@ -1132,6 +1166,26 @@
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+      "funding": [
+        {
+          "type": "github",
+          "url": "https://github.com/sponsors/feross"
+        },
+        {
+          "type": "patreon",
+          "url": "https://www.patreon.com/feross"
+        },
+        {
+          "type": "consulting",
+          "url": "https://feross.org/support"
+        }
+      ],
+      "license": "MIT"
+    },
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@@ -1168,6 +1222,15 @@
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@@ -1213,6 +1276,15 @@
         "url": "https://github.com/sponsors/ljharb"
       }
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+      "license": "MIT",
+      "engines": {
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@@ -1292,6 +1364,12 @@
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@@ -1627,12 +1705,24 @@
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       "license": "Unlicense"
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+    },
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@@ -1654,6 +1744,23 @@
         "url": "https://opencollective.com/express"
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     },
+    "node_modules/fontkit": {
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+      "resolved": "https://registry.npmjs.org/fontkit/-/fontkit-2.0.4.tgz",
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+      "license": "MIT",
+      "dependencies": {
+        "@swc/helpers": "^0.5.12",
+        "brotli": "^1.3.2",
+        "clone": "^2.1.2",
+        "dfa": "^1.2.0",
+        "fast-deep-equal": "^3.1.3",
+        "restructure": "^3.0.0",
+        "tiny-inflate": "^1.0.3",
+        "unicode-properties": "^1.4.0",
+        "unicode-trie": "^2.0.0"
+      }
+    },
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       "license": "MIT"
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+      "license": "MIT",
+      "dependencies": {
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+        "unicode-trie": "^2.0.0"
+      }
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+      "license": "MIT",
+      "engines": {
+        "node": ">= 0.4"
+      }
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@@ -2078,6 +2204,12 @@
         "@oxc-parser/binding-win32-x64-msvc": "0.152.0"
       }
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+    "node_modules/pako": {
+      "version": "0.2.9",
+      "resolved": "https://registry.npmjs.org/pako/-/pako-0.2.9.tgz",
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+    },
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@@ -2113,6 +2245,20 @@
         "url": "https://opencollective.com/express"
       }
     },
+    "node_modules/pdfkit": {
+      "version": "0.20.2",
+      "resolved": "https://registry.npmjs.org/pdfkit/-/pdfkit-0.20.2.tgz",
+      "integrity": "sha512-Q/w03ICAQyXfHNfTsg1udp0ADerdBN0s7a6XSPL7J7Ro6ABnafoBOCDBstIO9U02mvzHEV8HrvFIw5iV5ejIRA==",
+      "license": "MIT",
+      "dependencies": {
+        "@noble/ciphers": "^1.3.0",
+        "@noble/hashes": "^1.8.0",
+        "fflate": "^0.8.3",
+        "fontkit": "^2.0.4",
+        "linebreak": "^1.1.0",
+        "png-js": "^2.0.0"
+      }
+    },
     "node_modules/pg": {
       "version": "8.23.1",
       "resolved": "https://registry.npmjs.org/pg/-/pg-8.23.1.tgz",
@@ -2202,6 +2348,14 @@
         "split2": "^4.1.0"
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+    "node_modules/png-js": {
+      "version": "2.0.0",
+      "resolved": "https://registry.npmjs.org/png-js/-/png-js-2.0.0.tgz",
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@@ -2312,6 +2466,12 @@
         "url": "https://github.com/privatenumber/resolve-pkg-maps?sponsor=1"
       }
     },
+    "node_modules/restructure": {
+      "version": "3.0.2",
+      "resolved": "https://registry.npmjs.org/restructure/-/restructure-3.0.2.tgz",
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+      "license": "MIT"
+    },
     "node_modules/router": {
       "version": "2.2.0",
       "resolved": "https://registry.npmjs.org/router/-/router-2.2.0.tgz",
@@ -2533,6 +2693,12 @@
         "url": "https://github.com/chalk/supports-color?sponsor=1"
       }
     },
+    "node_modules/tiny-inflate": {
+      "version": "1.0.3",
+      "resolved": "https://registry.npmjs.org/tiny-inflate/-/tiny-inflate-1.0.3.tgz",
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+    },
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@@ -3069,6 +3235,26 @@
         "url": "https://opencollective.com/express"
       }
     },
+    "node_modules/unicode-properties": {
+      "version": "1.4.1",
+      "resolved": "https://registry.npmjs.org/unicode-properties/-/unicode-properties-1.4.1.tgz",
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+      "license": "MIT",
+      "dependencies": {
+        "base64-js": "^1.3.0",
+        "unicode-trie": "^2.0.0"
+      }
+    },
+    "node_modules/unicode-trie": {
+      "version": "2.0.0",
+      "resolved": "https://registry.npmjs.org/unicode-trie/-/unicode-trie-2.0.0.tgz",
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+      "license": "MIT",
+      "dependencies": {
+        "pako": "^0.2.5",
+        "tiny-inflate": "^1.0.0"
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@arcforgelabs/flow",
-  "version": "2026.10.30",
+  "version": "2026.10.32",
   "description": "Invoicing, bill entry and a financial dashboard for labs, with Seazona and Xero integrations.",
   "license": "MIT",
   "repository": {
@@ -51,6 +51,7 @@
     "drizzle-orm": "0.45.3",
     "express": "5.3.0",
     "express-rate-limit": "8.7.0",
+    "pdfkit": "0.20.2",
     "pg": "8.23.1"
   },
   "devDependencies": {

package/server/api/alerts.js

@@ -0,0 +1,49 @@
+import express from 'express';
+import { ALERT_PAGES, alertForBrowser, alertsFor, dismissAlert } from '../core/alerts.js';
+import { FlowError } from '../core/errors.js';
+import { resolveOrganisation } from './invoicing.js';
+
+// Quiet alerts for signed-in people (server/core/alerts.js, docs/ALERTS.md).
+//
+//   GET  /api/alerts?page=invoices[&scope=][&organisationId=]   what needs this person on that page;
+//        `scope` names one part of it (an integration id on page integrations)
+//   POST /api/alerts/dismiss { key[, organisationId] }  hide one alert for this person
+//
+// `sources` maps each page to the functions that find its alerts.
+export function createAlertsRouter({ db, personAuth, sources, log = console }) {
+  const router = express.Router();
+  router.use(express.json({ limit: '8kb' }));
+
+  const handle = (fn) => async (req, res) => {
+    try {
+      await fn(req, res);
+    } catch (error) {
+      if (!(error instanceof FlowError)) {
+        log.error?.(`[alerts] ${error.message}`);
+        return res.status(500).json({ ok: false, code: 'internal', error: 'Something went wrong.' });
+      }
+      const status = { not_found: 404, organisation_required: 409 }[error.code] ?? 400;
+      return res.status(status).json({ ok: false, code: error.code, error: error.message });
+    }
+  };
+
+  router.get('/', personAuth.requireSession, handle(async (req, res) => {
+    const page = typeof req.query.page === 'string' ? req.query.page : '';
+    if (!ALERT_PAGES.includes(page)) throw new FlowError('invalid', `page must be one of ${ALERT_PAGES.join(', ')}`);
+    const organisationId = await resolveOrganisation(db, req.query.organisationId);
+    const scope = typeof req.query.scope === 'string' && req.query.scope ? req.query.scope : null;
+    if (scope && !/^[a-z][a-z0-9-]{1,31}$/.test(scope)) throw new FlowError('invalid', 'scope must be an integration id');
+    const alerts = await alertsFor(db, organisationId, req.person, { page, scope, sources, withHidden: true });
+    res.set('Cache-Control', 'no-store');
+    // `danger`: an alert of that tone is open, even one this person hid.
+    res.json({ ok: true, alerts: alerts.filter((a) => !a.hidden).map(alertForBrowser), danger: alerts.some((a) => a.tone === 'danger') });
+  }));
+
+  router.post('/dismiss', personAuth.requireSession, handle(async (req, res) => {
+    const organisationId = await resolveOrganisation(db, req.body?.organisationId ?? req.query.organisationId);
+    const result = await dismissAlert(db, organisationId, req.person, { key: req.body?.key, sources });
+    res.json({ ok: true, ...result });
+  }));
+
+  return router;
+}

package/server/api/invoicing.js

@@ -13,10 +13,16 @@ import {
 } from '../core/line-mapping.js';
 import {
   effectiveSettings, INVOICING_DEFAULTS, readCustomerBilling, readInvoicingSettings,
-  saveCustomerBilling, saveInvoicingSettings,
+  saveCustomerBilling, saveInvoicingSettings, sendModeFor, sendModeSummary,
 } from '../core/invoicing-rules.js';
 import { boardJobs, describeObligations } from '../core/job-board.js';
+import { jobReference } from '../core/references.js';
+import {
+  acceptFindings, archivePriceItem, checkPrices, createPriceItem, linkPriceItem, readCatalogues, readPriceList, unlinkPriceItem, updatePriceItem,
+} from '../core/price-list.js';
 import { draftInvoiceForObligation, explainObligation, listObligations, setReady } from '../core/ledger.js';
+import { isHistoryHeld } from '../core/history.js';
+import { invoicePdfDocument, pdfFields, pdfFilename, renderInvoicePdf } from '../core/invoice-pdf.js';
 import { invoiceView, invoiceViews, markNotReady, markReady, sendAgain, sendAllReady } from '../core/sending.js';
 import {
   billingObligations, contacts, invoices, INVOICE_STATUSES, organisations, priceItems, TAX_CODES,
@@ -31,9 +37,12 @@ import {
 //   POST  /invoices/mark-ready        { invoiceIds }: a person checked these drafts; one with a problem stays
 //   POST  /invoices/mark-not-ready    { invoiceIds }: back to To check
 //   POST  /invoices/send-ready        owner or admin: issue every ready draft and queue it for the
-//                                     accounting system { issueDate }
+//                                     accounting system { issueDate, invoiceIds? (only these, each ready) }
 //   POST  /invoices/send-again        owner or admin: queue failed sends again { invoiceIds? }
-//   GET   /invoices/:id               one invoice: lines, contact, job, issued versions
+//   GET   /invoices/:id               one invoice: lines, contact, job, issued versions, and where it sends
+//   GET   /invoices/:id/pdf?version=  the invoice as a PDF, drawn by Flow (server/core/invoice-pdf.js),
+//                                     with the accounting system's number and dates once it holds it;
+//                                     no accounting system calls
 //   POST  /invoices                   a new draft
 //   PATCH /invoices/:id               change a draft
 //   POST  /invoices/:id/issue         owner or admin: number it and keep the document as sent
@@ -58,6 +67,15 @@ import {
 //   POST  /line-mappings              owner or admin: a new mapping
 //   PUT   /line-mappings/:id          owner or admin: change some of a mapping
 //   DELETE /line-mappings/:id         owner or admin
+//   GET   /price-list                 the price list with its links, the connected systems' records with
+//                                     no link, and what differs (server/core/price-list.js)
+//   POST  /price-list/check           owner or admin: run the price check now (no calls to other systems)
+//   POST  /price-items                owner or admin: a new price item { code, name, unitAmountCents, taxCode, ... }
+//   PUT   /price-items/:id            owner or admin: change some of a price item
+//   POST  /price-items/:id/archive    owner or admin: { archived } archive it, or bring it back
+//   POST  /price-items/:id/links      owner or admin: { system, externalId } link a record of a system's list
+//   POST  /price-items/:id/resolve    owner or admin: Mark resolved: check again, accept what still differs
+//   DELETE /price-links/:id           owner or admin: remove a link
 //   GET   /automations?place=         Flow's routines, each on or off (server/core/automations.js)
 //   PUT   /automations/:key           owner or admin: { enabled, config }
 //   GET   /work-statuses              the work system's job statuses, with job counts
@@ -233,6 +251,11 @@ async function invoiceDetail(db, organisationId, invoiceId, accounting = null) {
   return {
     ...invoice,
     ...(await invoiceView(db, organisationId, invoice, { accounting })),
+    // Where a draft goes when it is sent, and how: this customer's send mode.
+    sendsTo: accounting?.name ?? null,
+    sendMode: accounting && invoice.status === 'draft'
+      ? { mode: await sendModeFor(db, organisationId, invoice.contactId), otherCustomers: 0, ...(await accounting.capabilities.sendStatus({ organisationId })) }
+      : null,
     contact: contact ?? null,
     job: jobs.get(invoiceId) ?? null,
     versions: versions.map(({ version, issuedAt, issuedBy }) => ({ version, issuedAt, issuedBy })),
@@ -240,7 +263,7 @@ async function invoiceDetail(db, organisationId, invoiceId, accounting = null) {
 }
 
 export function createInvoicingRouter({
-  db, personAuth, log = console, liveCheckFor = () => null, accounting = () => null, work = () => [],
+  db, personAuth, log = console, liveCheckFor = () => null, accounting = () => null, work = () => [], priceSystems = () => [],
 }) {
   const router = express.Router();
   router.use(express.json({ limit: '64kb' }));
@@ -302,6 +325,7 @@ export function createInvoicingRouter({
       })),
       counts,
       sendsTo: accounting()?.name ?? null,
+      sendMode: accounting() ? { ...(await sendModeSummary(db, organisationId)), ...(await accounting().capabilities.sendStatus({ organisationId })) } : null,
     });
   }));
 
@@ -330,7 +354,8 @@ export function createInvoicingRouter({
   router.post('/invoices/send-ready', ...manager, handle(log, async (req, res) => {
     const organisationId = await organisationOf(req);
     const issueDate = optionalDate(req.body?.issueDate, 'issueDate') ?? today();
-    const result = await sendAllReady(db, organisationId, { accounting: accounting(), personId: req.person.id, issueDate });
+    const ids = req.body?.invoiceIds === undefined ? null : invoiceIdsOf(req.body);
+    const result = await sendAllReady(db, organisationId, { accounting: accounting(), personId: req.person.id, issueDate, invoiceIds: ids });
     log.info?.(`[invoicing] organisation ${organisationId}: person ${req.person.id} sent all ready: ${JSON.stringify(result)}`);
     res.json({ ok: true, ...result });
   }));
@@ -349,6 +374,22 @@ export function createInvoicingRouter({
     res.json({ ok: true, invoice: await invoiceDetail(db, organisationId, invoiceId, accounting()) });
   }));
 
+  router.get('/invoices/:id/pdf', ...signedIn, handle(log, async (req, res) => {
+    const invoiceId = pathId(req.params.id, 'invoice');
+    const organisationId = await organisationOf(req);
+    const version = req.query.version === undefined ? null : Number(req.query.version);
+    if (version !== null && !(Number.isSafeInteger(version) && version > 0)) throw invalid('version must be a whole number above 0');
+    const source = await invoicePdfDocument(db, organisationId, invoiceId, { version, accounting: accounting() });
+    const bytes = await renderInvoicePdf(source);
+    res.set({
+      'Content-Type': 'application/pdf',
+      'Content-Disposition': `inline; filename="${pdfFilename(pdfFields(source))}"`,
+      'Cache-Control': 'no-store',
+      'X-Content-Type-Options': 'nosniff',
+    });
+    res.end(bytes);
+  }));
+
   router.post('/invoices', ...signedIn, handle(log, async (req, res) => {
     const organisationId = await organisationOf(req);
     const body = req.body ?? {};
@@ -427,8 +468,13 @@ export function createInvoicingRouter({
     const view = text(req.query.view);
     if (view && !VIEWS.includes(view)) throw invalid(`view must be one of ${VIEWS.join(', ')}`);
     const limit = limitOf(req.query.limit, 200, 500);
-    const all = await listObligations(db, organisationId, { accounting: Boolean(liveCheckFor(organisationId)) });
+    const listedAll = await listObligations(db, organisationId, { accounting: Boolean(liveCheckFor(organisationId)) });
+    // Held history jobs (core/history.js) are left out unless asked for: they
+    // are past work, listed in the history import's own reconciliation.
+    const withHistory = req.query.history === 'include';
+    const all = withHistory ? listedAll : listedAll.filter((entry) => !isHistoryHeld(entry.obligation));
     const counts = Object.fromEntries(VIEWS.map((v) => [v, 0]));
+    counts.history = listedAll.length - listedAll.filter((entry) => !isHistoryHeld(entry.obligation)).length;
     for (const entry of all) counts[entry.view] += 1;
     const listed = (view ? all.filter((entry) => entry.view === view) : all).slice(0, limit);
     res.json({ ok: true, jobs: await describeObligations(db, organisationId, listed, { accounting: accounting() }), counts });
@@ -449,7 +495,11 @@ export function createInvoicingRouter({
     const organisationId = await organisationOf(req);
     // With no accounting system connected, Flow's own records are the check.
     const liveCheck = liveCheckFor(organisationId) ?? null;
-    const { invoice } = await draftInvoiceForObligation(db, organisationId, obligationId, { liveCheck, actor: `person:${req.person.id}` });
+    const [obligation] = await db.select().from(billingObligations)
+      .where(and(eq(billingObligations.organisationId, organisationId), eq(billingObligations.id, obligationId)));
+    const { referenceTemplate: template } = await readInvoicingSettings(db, organisationId);
+    const reference = obligation ? await jobReference(db, organisationId, obligation, { template, work: work().find((a) => a.id === obligation.sourceSystem) ?? null }) : null;
+    const { invoice } = await draftInvoiceForObligation(db, organisationId, obligationId, { liveCheck, actor: `person:${req.person.id}`, reference });
     log.info?.(`[invoicing] organisation ${organisationId}: person ${req.person.id} drafted invoice ${invoice.id} from job ${obligationId}`);
     res.status(201).json({ ok: true, invoice: await invoiceDetail(db, organisationId, invoice.id) });
   }));
@@ -602,6 +652,74 @@ export function createInvoicingRouter({
     res.json({ ok: true });
   }));
 
+  // The price list (server/core/price-list.js). Every read is from Flow's own
+  // copies of the connected systems' lists.
+  const catalogues = (organisationId) => readCatalogues(organisationId, priceSystems(), { log });
+
+  router.get('/price-list', ...signedIn, handle(log, async (req, res) => {
+    const organisationId = await organisationOf(req);
+    res.json({ ok: true, ...(await readPriceList(db, organisationId, { catalogues: await catalogues(organisationId) })) });
+  }));
+
+  router.post('/price-list/check', ...manager, handle(log, async (req, res) => {
+    const organisationId = await organisationOf(req);
+    const summary = await checkPrices(db, organisationId, { catalogues: await catalogues(organisationId), actor: `person:${req.person.id}` });
+    res.json({ ok: true, summary });
+  }));
+
+  router.post('/price-items', ...manager, handle(log, async (req, res) => {
+    const organisationId = await organisationOf(req);
+    const { organisationId: _named, ...raw } = req.body ?? {};
+    const item = await createPriceItem(db, organisationId, raw, { personId: req.person.id });
+    log.info?.(`[invoicing] organisation ${organisationId}: person ${req.person.id} added price item ${item.id}`);
+    res.status(201).json({ ok: true, item });
+  }));
+
+  router.put('/price-items/:id', ...manager, handle(log, async (req, res) => {
+    const itemId = pathId(req.params.id, 'price item');
+    const organisationId = await organisationOf(req);
+    const { organisationId: _named, ...changes } = req.body ?? {};
+    const item = await updatePriceItem(db, organisationId, itemId, changes, { personId: req.person.id });
+    log.info?.(`[invoicing] organisation ${organisationId}: person ${req.person.id} changed price item ${item.id}`);
+    res.json({ ok: true, item });
+  }));
+
+  router.post('/price-items/:id/archive', ...manager, handle(log, async (req, res) => {
+    const itemId = pathId(req.params.id, 'price item');
+    const organisationId = await organisationOf(req);
+    const archived = req.body?.archived ?? true;
+    if (typeof archived !== 'boolean') throw invalid('archived must be true or false');
+    const item = await archivePriceItem(db, organisationId, itemId, { archived, personId: req.person.id });
+    log.info?.(`[invoicing] organisation ${organisationId}: person ${req.person.id} ${archived ? 'archived' : 'restored'} price item ${item.id}`);
+    res.json({ ok: true, item });
+  }));
+
+  router.post('/price-items/:id/links', ...manager, handle(log, async (req, res) => {
+    const itemId = pathId(req.params.id, 'price item');
+    const organisationId = await organisationOf(req);
+    const system = text(req.body?.system);
+    const externalId = text(req.body?.externalId);
+    if (!system || !externalId) throw invalid('system and externalId are required');
+    const link = await linkPriceItem(db, organisationId, itemId, { system, externalId }, { catalogues: await catalogues(organisationId), personId: req.person.id });
+    log.info?.(`[invoicing] organisation ${organisationId}: person ${req.person.id} linked price item ${itemId} to ${system}`);
+    res.status(201).json({ ok: true, link: { id: link.id, system: link.system, externalId: link.externalId, externalCode: link.externalCode, matchedBy: link.matchedBy } });
+  }));
+
+  router.post('/price-items/:id/resolve', ...manager, handle(log, async (req, res) => {
+    const itemId = pathId(req.params.id, 'price item');
+    const organisationId = await organisationOf(req);
+    const result = await acceptFindings(db, organisationId, itemId, { catalogues: await catalogues(organisationId), actor: `person:${req.person.id}` });
+    res.json({ ok: true, ...result });
+  }));
+
+  router.delete('/price-links/:id', ...manager, handle(log, async (req, res) => {
+    const linkId = pathId(req.params.id, 'link');
+    const organisationId = await organisationOf(req);
+    await unlinkPriceItem(db, organisationId, linkId);
+    log.info?.(`[invoicing] organisation ${organisationId}: person ${req.person.id} removed price link ${linkId}`);
+    res.json({ ok: true });
+  }));
+
   router.get('/settings', ...signedIn, handle(log, async (req, res) => {
     const organisationId = await organisationOf(req);
     res.json({ ok: true, settings: await readInvoicingSettings(db, organisationId), defaults: INVOICING_DEFAULTS });