@arcforgelabs/flow 2026.10.36 → 2026.10.38

package/server/ui/invoicing.js

@@ -6,6 +6,7 @@
 // zero, server/core/money.js). Data comes from /api/invoicing
 // (server/api/invoicing.js). app.js passes in its shared pieces as `ui`.
 import { alertStrip } from '/assets/ui/alerts.js';
+import { bulkBar } from '/assets/ui/bulk-bar.js';
 import { draftNote, sendModeNote } from '/assets/ui/invoice-notes.js';
 import { jobChangeBanner } from '/assets/ui/job-change.js';
 
@@ -22,10 +23,10 @@ const VIEW_TONE = { problem: 'danger', ready: 'success', sending: 'info', to_che
 const EMPTY = {
   to_check: 'No drafts to check. Press New invoice to start one.',
   problem: 'No problems.',
-  ready: 'Nothing is ready. Tick drafts and press Move to Ready.',
+  ready: 'Nothing is ready. In Drafts, tick drafts and press Ready.',
 };
-// Tabs whose rows can be ticked, and what the ticked rows can do.
-const TICKS = { to_check: true, ready: true };
+// Every tab's rows can be ticked; the bulk bar (bulkActions) says what the
+// ticked rows can do there.
 
 const money = new Intl.NumberFormat('en-AU', { style: 'currency', currency: 'AUD' });
 export const formatCents = (cents) => money.format((cents ?? 0) / 100);
@@ -120,18 +121,28 @@ export async function renderInvoiceList(main, ui) {
   const search = h('input', { class: 'fx-input fx-search', type: 'search', placeholder: 'Find a number, client or reference', 'aria-label': 'Find an invoice', value: state.q });
   const bar = h('div', { class: 'fx-sendbar', hidden: true });
   const host = h('div', { class: 'fx-panel' }, h('div', { class: 'fx-skeleton' }));
+  const bulk = bulkBar(ui);
   const context = await flow('/api/invoicing/context').catch(() => ({ canIssue: false }));
   let body = null;
   const openTab = (id) => { state.status = id; state.ticked.clear(); sessionStorage.setItem('flow_invoice_tab', id); load(); };
   const alerts = alertStrip(ui, 'invoices', { onTab: openTab });
+  // The tabs, search and send bar stay at the top while the rows scroll up
+  // under them; the bulk bar floats at the foot (ClickUp's layout).
+  const head = h('div', { class: 'fx-listhead' }, h('div', { class: 'fx-toolbar' }, tabs, search), bar);
+  const edge = h('div', { class: 'fx-listhead__edge', 'aria-hidden': 'true' });
   main.append(
     pageHeader('Invoices', {
       actions: [h('a', { class: 'fx-btn fx-btn--primary', href: '/invoices/new', onclick: go }, 'New invoice')],
     }),
     alerts.element,
-    h('div', { class: 'fx-toolbar' }, tabs, search),
-    bar,
-    host);
+    edge,
+    head,
+    host,
+    bulk.element);
+  // A shadow under the head shows once rows scroll under it.
+  if (typeof IntersectionObserver === 'function') {
+    new IntersectionObserver(([entry]) => head.toggleAttribute('data-stuck', !entry.isIntersecting), { rootMargin: `-${head.offsetTop > 0 && window.matchMedia?.('(max-width: 820px)').matches ? 61 : 1}px 0px 0px 0px` }).observe(edge);
+  }
 
   let timer;
   search.addEventListener('input', () => {
@@ -167,19 +178,10 @@ export async function renderInvoiceList(main, ui) {
     const ticked = [...state.ticked];
     const parts = [];
     if (state.status === 'to_check') {
-      parts.push(h('p', { class: 'fx-dim' }, ticked.length ? `${plural(ticked.length, 'draft', 'drafts')} ticked.` : 'Check each draft, tick it, then move it to Ready.'));
-      if (ticked.length) {
-        parts.push(action(`Move ${ticked.length} to Ready`, 'mark-ready', () => ({ invoiceIds: ticked }), (res) => (res.refused.length
-          ? [`${res.marked} ready. ${plural(res.refused.length, 'draft has', 'drafts have')} a problem and moved to Problem.`, 'danger']
-          : [`${plural(res.marked, 'draft', 'drafts')} ready.`, 'success'])));
-      }
+      parts.push(h('p', { class: 'fx-dim' }, 'Check each draft, tick it, then press Ready.'));
     } else if (state.status === 'ready') {
       parts.push(h('p', { class: 'fx-dim' }, sendModeNote(to, body.sendMode)));
       const buttons = [];
-      if (ticked.length) {
-        buttons.push(action(`Move ${ticked.length} to Drafts`, 'mark-not-ready', () => ({ invoiceIds: ticked }),
-          (res) => [`${plural(res.moved, 'invoice', 'invoices')} back in Drafts.`, 'success'], 'ghost'));
-      }
       if (context.canIssue && body.counts.ready > 0) {
         buttons.push(action(to ? `Send all ${body.counts.ready} ready to ${to}` : `Finalise all ${body.counts.ready} ready`, 'send-ready', () => ({ issueDate: localDate() }),
           (res) => [`${res.issued} finalised.${to ? ` They are on the way to ${to}.` : ''}${res.remaining ? ` ${res.remaining} more are ready: press again.` : ''}`, 'success']));
@@ -194,6 +196,162 @@ export async function renderInvoiceList(main, ui) {
     }
     bar.replaceChildren(...parts);
     bar.hidden = !parts.length;
+    bulk.draw({ count: ticked.length, onClear: () => setTicks([]), ...bulkActions(ticked) });
+  }
+
+  // Ticks changed from the bar: the rows draw again with the new ticks.
+  function setTicks(ids) {
+    state.ticked = new Set(ids);
+    if (body) draw(body);
+  }
+
+  // A bulk step on the server: on success the ticks clear and the list loads
+  // again; on a failure the ticks stay, so a person can try again.
+  async function post(path, payload, done) {
+    try {
+      const res = await flow(`/api/invoicing/invoices/${path}`, { method: 'POST', body: JSON.stringify(payload) });
+      toast(...done(res));
+      state.ticked.clear();
+      seen.clear();
+      await load();
+      alerts.refresh();
+    } catch (error) {
+      toast(error.message, 'danger');
+    }
+  }
+
+  // What the ticked rows can do on this tab. The bar shows the main ones;
+  // More shows them all, with Selection steps under them.
+  function bulkActions(ticked) {
+    const to = body.sendsTo;
+    const rows = body.invoices.filter((i) => state.ticked.has(i.id));
+    const numbered = ['issued', 'void'].includes(state.status);
+    const status = [];
+    const apply = [];
+    if (state.status === 'ready' && context.canIssue) {
+      status.push({
+        icon: 'circle-check-big', label: 'Finalise', primary: true,
+        title: to ? `Finalise and send to ${to}` : 'Finalise',
+        run: async () => {
+          const ok = await ui.dialog({
+            title: `Finalise ${plural(ticked.length, 'invoice', 'invoices')}?`,
+            body: h('p', {}, `Each one gets the next number and is locked.${to ? ` ${sendModeNote(to, body.sendMode, 'each one')}` : ''}`),
+            confirm: to ? `Finalise and send ${ticked.length}` : `Finalise ${ticked.length}`,
+          });
+          if (!ok) return;
+          await post('send-ready', { issueDate: localDate(), invoiceIds: ticked },
+            (res) => [`${plural(res.issued, 'invoice', 'invoices')} finalised.${to ? ` They are on the way to ${to}.` : ''}${res.remaining ? ` ${res.remaining} more stay in Ready: tick them and press again.` : ''}`, 'success']);
+        },
+      });
+    }
+    if (state.status === 'ready') {
+      status.push({
+        icon: 'undo-2', label: 'Drafts', title: 'Move to Drafts',
+        run: () => post('mark-not-ready', { invoiceIds: ticked }, (res) => [`${plural(res.moved, 'invoice', 'invoices')} back in Drafts.`, 'success']),
+      });
+    }
+    if (state.status === 'to_check') {
+      status.push({
+        icon: 'check-check', label: 'Ready', primary: true, title: 'Move to Ready',
+        run: () => post('mark-ready', { invoiceIds: ticked }, (res) => (res.refused.length
+          ? [`${res.marked} ready. ${plural(res.refused.length, 'draft has', 'drafts have')} a problem and moved to Problem.`, 'danger']
+          : [`${plural(res.marked, 'draft', 'drafts')} ready.`, 'success'])),
+      });
+    }
+    const failed = rows.filter((i) => i.status === 'issued').map((i) => i.id);
+    if (state.status === 'problem' && context.canIssue && to && failed.length) {
+      status.push({
+        icon: 'refresh-cw', label: 'Retry', primary: true, title: `Send again to ${to}`,
+        run: () => post('send-again', { invoiceIds: failed }, (res) => [`${res.queued} on the way to ${to} again.`, 'success']),
+      });
+    }
+    apply.push({
+      icon: 'copy', label: 'Copy', iconOnly: true, title: numbered ? 'Copy numbers' : 'Copy references',
+      run: () => copyLines(rows.map((i) => (numbered ? i.number : i.reference) ?? i.contactName ?? '')),
+    });
+    apply.push({ icon: 'download', label: 'Export', iconOnly: true, title: 'Export CSV', run: () => exportCsv(rows) });
+    if (numbered) apply.push({ icon: 'file-down', label: 'PDFs', iconOnly: true, title: 'Download PDFs', run: () => downloadPdfs(rows) });
+    const danger = [];
+    const voidable = rows.filter((i) => i.status === 'issued');
+    if (state.status === 'issued' && context.canIssue && voidable.length) {
+      danger.push({
+        icon: 'ban', label: 'Void', iconOnly: true, tone: 'danger', title: 'Void',
+        run: () => voidAll(voidable),
+      });
+    }
+    const all = body.invoices.map((i) => i.id);
+    const selection = [
+      { icon: 'list-checks', label: 'Tick all shown', run: () => setTicks(all) },
+      { icon: 'square-check', label: 'Invert ticks', run: () => setTicks(all.filter((id) => !state.ticked.has(id))) },
+      { icon: 'square-x', label: 'Clear ticks', run: () => setTicks([]) },
+    ];
+    return {
+      groups: [status, apply, danger],
+      more: [
+        { head: 'Change status', actions: [...status, ...danger] },
+        { head: 'Apply an action', actions: apply },
+        { head: 'Selection', actions: selection },
+      ],
+    };
+  }
+
+  async function copyLines(lines) {
+    try {
+      await navigator.clipboard.writeText(lines.join('\n'));
+      toast(`${plural(lines.length, 'line', 'lines')} copied.`, 'success');
+    } catch {
+      toast('The browser did not allow a copy.', 'danger');
+    }
+  }
+
+  // The ticked rows as a CSV file, with the columns on the screen.
+  function exportCsv(rows) {
+    const cell = (v) => (/[",\n]/.test(String(v ?? '')) ? `"${String(v).replace(/"/g, '""')}"` : String(v ?? ''));
+    const lines = [['Number', 'Client', 'Reference', 'Date', 'Total', 'Status']]
+      .concat(rows.map((i) => [i.number ?? '', i.contactName ?? '', i.reference ?? '', i.issueDate ?? i.createdAt?.slice(0, 10) ?? '',
+        ((i.totalCents ?? 0) / 100).toFixed(2), i.status === 'void' ? 'Void' : VIEW_LABEL[i.view] ?? STATUS_LABEL[i.status]]));
+    save(new Blob([lines.map((l) => l.map(cell).join(',')).join('\r\n')], { type: 'text/csv' }), `invoices-${state.status}-${localDate()}.csv`);
+    toast(`${plural(rows.length, 'invoice', 'invoices')} exported.`, 'success');
+  }
+
+  async function downloadPdfs(rows) {
+    const token = await window.Clerk?.session?.getToken();
+    let saved = 0;
+    for (const invoice of rows) {
+      try {
+        const res = await fetch(`/api/invoicing/invoices/${invoice.id}/pdf`, { headers: { Authorization: `Bearer ${token}` } });
+        if (!res.ok) throw new Error(`HTTP ${res.status}`);
+        save(await res.blob(), `${invoice.number ?? invoice.id}.pdf`);
+        saved += 1;
+      } catch {
+        // The toast below counts the ones that did not save.
+      }
+    }
+    toast(saved === rows.length ? `${plural(saved, 'PDF', 'PDFs')} saved.` : `${saved} of ${rows.length} PDFs saved.`, saved === rows.length ? 'success' : 'danger');
+  }
+
+  // Void, one invoice after the other, as on one invoice's page.
+  async function voidAll(rows) {
+    const ok = await ui.dialog({
+      title: `Void ${plural(rows.length, 'invoice', 'invoices')}?`,
+      body: h('div', {}, h('p', {}, 'Their numbers stay used. A void invoice cannot be finalised again.'),
+        body.sendsTo ? h('p', { class: 'fx-problem' }, `Flow does not change ${body.sendsTo}: void them in ${body.sendsTo} too.`) : null),
+      confirm: `Void ${rows.length}`, tone: 'danger',
+    });
+    if (!ok) return;
+    let done = 0;
+    let error = null;
+    for (const invoice of rows) {
+      try {
+        await flow(`/api/invoicing/invoices/${invoice.id}/void`, { method: 'POST', body: '{}' });
+        done += 1;
+      } catch (e) { error = e; }
+    }
+    toast(error ? `${done} of ${rows.length} void. ${error.message}` : `${plural(done, 'invoice', 'invoices')} void.`, error ? 'danger' : 'success');
+    state.ticked.clear();
+    seen.clear();
+    await load();
+    alerts.refresh();
   }
 
   // A tab switch shows at once: the tab is selected, the last list seen for
@@ -257,7 +415,6 @@ export async function renderInvoiceList(main, ui) {
     saveNav({ tab: state.status, q: state.q, ids: body.invoices.map((i) => i.id) });
     const open = (href) => { saveNav({ ...readNav(), scrollY: window.scrollY }); go(href); };
     const link = (href, label) => h('a', { class: 'fx-strong', href, onclick: (event) => { event.preventDefault(); event.stopPropagation(); open(href); } }, label);
-    const ticks = TICKS[state.status];
     const showProblem = state.status === 'problem';
     const created = ['to_check', 'problem', 'ready'].includes(state.status);
     // An invoice gets its number when it is sent or issued, so only the
@@ -280,6 +437,7 @@ export async function renderInvoiceList(main, ui) {
     };
     const all = h('input', {
       type: 'checkbox', class: 'fx-tick', 'aria-label': 'Tick every invoice shown',
+      ...(state.ticked.size && body.invoices.every((i) => state.ticked.has(i.id)) ? { checked: true } : {}),
       onchange: () => {
         for (const invoice of body.invoices) { if (all.checked) state.ticked.add(invoice.id); else state.ticked.delete(invoice.id); }
         for (const box of boxes) box.checked = all.checked;
@@ -289,7 +447,7 @@ export async function renderInvoiceList(main, ui) {
     const statusCells = new Map();
     host.replaceChildren(h('table', { class: 'fx-table fx-table--rows' },
       h('thead', {}, h('tr', {},
-        ticks ? h('th', { class: 'fx-tick-cell' }, all) : null,
+        h('th', { class: 'fx-tick-cell' }, all),
         numbered ? h('th', {}, 'Number') : null, h('th', {}, 'Client'), h('th', {}, showProblem ? 'Problem' : 'Reference'),
         h('th', {}, created ? 'Created' : 'Finalised'), h('th', { class: 'fx-num' }, 'Total'), h('th', {}, 'Status'),
         linked ? h('th', {}, 'Linked') : null)),
@@ -298,7 +456,7 @@ export async function renderInvoiceList(main, ui) {
         const first = invoice.problems?.[0];
         const view = invoice.status === 'void' ? null : invoice.view;
         return h('tr', { tabindex: '0', onclick: () => open(href), onkeydown: (event) => { if (event.key === 'Enter') open(href); } },
-          ticks ? h('td', { class: 'fx-tick-cell', onclick: (event) => event.stopPropagation() }, tickBox(invoice)) : null,
+          h('td', { class: 'fx-tick-cell', onclick: (event) => event.stopPropagation() }, tickBox(invoice)),
           numbered ? h('td', {}, link(href, invoice.number ?? 'Draft')) : null,
           h('td', {}, numbered ? (invoice.contactName ?? '—') : link(href, invoice.contactName ?? 'No client')),
           showProblem
@@ -336,6 +494,18 @@ export async function renderInvoiceList(main, ui) {
   if (returning && back?.scrollY) window.scrollTo(0, back.scrollY);
 }
 
+// A file the browser saves, from a blob made on this page.
+function save(blob, name) {
+  const url = URL.createObjectURL(blob);
+  const a = document.createElement('a');
+  a.href = url;
+  a.download = name;
+  document.body.append(a);
+  a.click();
+  a.remove();
+  setTimeout(() => URL.revokeObjectURL(url), 60_000);
+}
+
 // The list an invoice was opened from: its tab, search, invoice ids in order,
 // and scroll. The invoice page's bar steps through it and goes back to it.
 const NAV = 'flow_invoice_nav';
@@ -435,16 +605,46 @@ function totalsBox(ui, { subtotalCents, taxCents, totalCents }) {
     h('dt', { class: 'fx-totals__grand' }, 'Total'), h('dd', { class: 'fx-totals__grand' }, formatCents(totalCents)));
 }
 
-// The job an invoice bills. The case id stays on the record, not on screen.
-function jobCard(ui, job) {
+// The Linked card: this invoice's link in each connected system (linksTo).
+// A work system row names the job's order and opens it there; the
+// accounting row gives the number and state there (from Flow's copy). A
+// system with no link shows a dashed row. With no system on, the card holds
+// the job's facts only.
+function linkedCard(ui, invoice, accountingStatus = null) {
   const { h } = ui;
-  if (!job) return null;
+  const job = invoice?.job ?? null;
+  const systems = invoice?.linksTo ?? [];
+  if (!job && !systems.length) return null;
+  const facts = job && (job.practitioner || job.shippedOn) ? h('dl', { class: 'fx-facts' },
+    job.practitioner ? [h('dt', {}, 'Practitioner'), h('dd', {}, job.practitioner)] : null,
+    job.shippedOn ? [h('dt', {}, 'Shipped'), h('dd', {}, showDate(job.shippedOn))] : null) : null;
+  const row = (system, { tone = null, ref = null, state = null, url = null, none = null }) => h('div', { class: 'fx-linked__row' },
+    linkIcon(ui, system, { tone, title: none ?? `${system.name}${ref ? ` ${ref}` : ''}` }),
+    h('span', { class: 'fx-strong' }, system.name),
+    ref ? h('span', { class: 'fx-linked__ref' }, ref) : null,
+    state ? h('span', { class: 'fx-status', 'data-tone': tone ?? 'mute' }, state) : null,
+    none ? h('span', { class: 'fx-dim' }, none) : null,
+    url ? h('a', { class: 'fx-linked__open', href: url, target: '_blank', rel: 'noopener', title: `Open in ${system.name}` }, 'Open ↗') : null);
+  const rows = systems.map((system) => {
+    if (system.kind === 'work') {
+      return job?.sourceSystem === system.id
+        ? row(system, { tone: 'success', ref: job.caseRef ?? job.sourceJobRef, url: job.link?.url ?? null })
+        : row(system, { none: 'No job linked' });
+    }
+    const status = accountingStatus;
+    if (!status || (status.state === 'not_sent' && !status.finding)) {
+      return row(system, { none: invoice?.status === 'draft' ? 'Goes there when sent' : `Not in ${system.name} yet` });
+    }
+    const tone = status.finding ? 'danger' : LINK_TONE[status.state] ?? 'mute';
+    const state = status.finding ? 'Out of sync' : status.label.replace(` in ${system.name}`, '');
+    return row(system, { tone, ref: status.xero?.number ?? null, state, url: status.xero?.url ?? null });
+  });
+  const workRows = systems.some((s) => s.kind === 'work');
   return h('section', { class: 'fx-card fx-side-card' },
-    h('h3', { class: 'fx-label' }, 'Job'),
-    h('dl', { class: 'fx-facts' },
-      job.practitioner ? [h('dt', {}, 'Practitioner'), h('dd', {}, job.practitioner)] : null,
-      job.shippedOn ? [h('dt', {}, 'Shipped'), h('dd', {}, showDate(job.shippedOn))] : null,
-      h('dt', {}, 'From'), h('dd', {}, job.sourceSystem === 'seazona' ? 'Seazona' : job.sourceSystem)));
+    h('h3', { class: 'fx-label' }, 'Linked'),
+    !workRows && job ? h('p', { class: 'fx-dim' }, `Job from ${job.systemName ?? job.sourceSystem}`) : null,
+    h('div', { class: 'fx-linked' }, rows),
+    facts);
 }
 
 // A draft, or a new invoice before its first save.
@@ -796,7 +996,7 @@ function draftView(invoice, ui, context, redraw) {
           h('div', { class: 'fx-lines__foot' },
             h('button', { class: 'fx-btn fx-btn--ghost fx-btn--sm', type: 'button', onclick: () => { lines.push({ description: '', quantity: 1, unitAmountCents: null, taxCode: 'GST', priceItemId: null }); drawLines(); } }, '+ Add line'),
             totalsHost))),
-      h('aside', { class: 'fx-invoice__aside' }, statusCard, jobCard(ui, invoice?.job))),
+      h('aside', { class: 'fx-invoice__aside' }, statusCard, linkedCard(ui, invoice))),
   ].map((part) => {
     // Any edit on the page shows Save changes; undoing it hides it again.
     for (const kind of ['input', 'change', 'click']) part?.addEventListener?.(kind, () => setTimeout(watchChanges));
@@ -855,12 +1055,14 @@ function issuedView(invoice, ui, context, redraw) {
   };
   const organisationId = context.organisations?.[0]?.id;
   const xeroHost = h('div');
+  const linkedHost = h('div', {}, linkedCard(ui, invoice) ?? '');
   let xeroStatus = null;
   const send = invoice.status === 'issued' && context.canIssue ? sendToXero(invoice, ui, context) : null;
   const loadXero = async () => {
     if (!context.xero) return;
     xeroStatus = (await xeroStatuses(ui, organisationId, [invoice.id])).get(invoice.id) ?? null;
     xeroHost.replaceChildren(xeroCard(invoice, ui, context, xeroStatus, loadXero) ?? '');
+    linkedHost.replaceChildren(linkedCard(ui, invoice, xeroStatus) ?? '');
     if (xeroStatus && xeroStatus.state !== 'not_sent') showSent(send);
   };
   loadXero();
@@ -905,8 +1107,8 @@ function issuedView(invoice, ui, context, redraw) {
               h('td', { class: 'fx-num fx-strong' }, formatCents(line.lineAmountCents)))))),
           h('div', { class: 'fx-lines__foot' }, h('span'), totalsBox(ui, invoice)))),
       h('aside', { class: 'fx-invoice__aside' },
+        linkedHost,
         xeroHost,
-        jobCard(ui, invoice.job),
         invoice.versions?.length ? h('section', { class: 'fx-card fx-side-card' },
           h('h3', { class: 'fx-label' }, 'History'),
           h('ol', { class: 'fx-timeline' }, invoice.versions.map((v) => h('li', {},
@@ -920,7 +1122,9 @@ function issuedView(invoice, ui, context, redraw) {
 // never writes to Xero: a person fixes the difference where they choose.
 function xeroCard(invoice, ui, context, status, reload) {
   const { h, flow, toast } = ui;
-  if (!status || (status.state === 'not_sent' && !status.finding)) return null;
+  // The Linked card shows Xero's number and state; this card shows only a
+  // difference to resolve.
+  if (!status?.finding) return null;
   const rows = status.differences.map((d) => h('tr', {},
     h('td', {}, FIELD_LABEL[d.field] ?? d.field),
     h('td', { class: 'fx-num' }, showField(d.field, d.flow)),

package/server/ui/job-board.js

@@ -76,66 +76,84 @@ const capital = (text) => (text ? text[0].toUpperCase() + text.slice(1) : text);
 const sentence = (text) => capital(String(text).trim().replace(/\.?$/, '.'));
 
 // One ledger reason (server/core/ledger.js) as a fix: a short label, what is
-// wrong, and what to do.
-function reasonFix(reason, acct) {
-  const fix = (label, todo) => ({ label, text: sentence(reason), todo });
+// wrong, what to do, and where to go to do it (`go`, see GO). A job's fix
+// speaks of Flow's own invoice only. How that invoice stands in an
+// accounting system is the invoice's business, on the invoice page.
+function reasonFix(reason) {
+  const fix = (label, todo, go = null) => ({ label, text: sentence(reason), todo, go });
   if (reason === 'the accounting system was not checked') {
-    return { label: `Not checked in ${acct}`, text: `Flow did not check ${acct} for an invoice for this job yet.`, todo: `Wait for the next check, a few minutes. If it stays, check ${acct} under Settings, Integrations.` };
+    return { label: 'Not checked yet', text: 'Flow did not check for an invoice for this job yet.', todo: 'Wait for the next check, a few minutes. If it stays, check Settings, Integrations.', go: 'integrations' };
   }
   if (reason === 'a line does not map to a price item') {
-    return { label: 'No price code', text: 'A line has a code that is not in the price list.', todo: 'Add the code to the price list, or correct the code in the work system.' };
+    return { label: 'No price code', text: 'A line has a code that is not in the price list.', todo: 'Add the code to the price list, or correct the code in the work system.', go: 'price-list' };
   }
   if (reason === 'the job has no customer contact') {
-    return { label: 'Client not linked', text: 'The client is not linked to a customer in Flow.', todo: 'Link the client to a customer in Flow.' };
+    return { label: 'Client not linked', text: 'The client is not linked to a customer in Flow.', todo: 'Link the client to a customer in Flow.', go: null };
   }
   if (reason === 'the work system report is out of date') {
-    return { label: 'Out of date', text: 'Flow has no news of this job from the work system for more than a day.', todo: 'Check the work system under Settings, Integrations.' };
+    return { label: 'Out of date', text: 'Flow has no news of this job from the work system for more than a day.', todo: 'Check the work system under Settings, Integrations.', go: 'integrations' };
+  }
+  if (reason === 'the job changed after its invoice was made') return fix('Job changed', 'Open the invoice to see what changed. Fix the job in the work system, or adopt its changes on the draft.', 'invoice');
+  if (reason === 'the job status moved back after its invoice was made') return fix('Status moved back', 'Check the job in the work system. Void or hold its invoice if the work is not done.', 'work');
+  if (/deleted in /i.test(reason)) return fix('Deleted', 'Check the job in the work system. Void its invoice if it has one.', 'work');
+  // The matcher found invoices that may be this job's, but no exact link.
+  // A person makes an invoice or links one (jobs.js draws the two buttons).
+  if (/^the accounting evidence is ambiguous/.test(reason)) {
+    return { label: 'No invoice', text: 'This job has no invoice.', todo: null, go: 'choose' };
+  }
+  if (/^the accounting evidence is conflict/.test(reason)) {
+    return { label: 'Invoice link changed', text: 'A second invoice now answers for this job, or its invoice is gone.', todo: 'Check the invoice number on the job in the work system. Void an extra invoice.', go: 'work' };
+  }
+  if (/^invoice .* was (voided|deleted)$/.test(reason)) {
+    const voided = /voided$/.test(reason);
+    return { label: `Invoice ${voided ? 'voided' : 'deleted'}`, text: `The invoice for this job was ${voided ? 'voided' : 'deleted'}.`, todo: 'Make a new invoice, or close the job.', go: 'invoice' };
+  }
+  if (/^the accounting system reports /.test(reason)) {
+    return { label: 'May be invoiced', text: 'Flow found an invoice that may be for this job.', todo: 'Check the invoice number on the job in the work system.', go: 'work' };
   }
-  if (reason === 'the job changed after its invoice was made') return fix('Job changed', 'Open the invoice to see what changed. Fix the job in the work system, or adopt its changes on the draft.');
-  if (reason === 'the job status moved back after its invoice was made') return fix('Status moved back', 'Check the job in the work system. Void or hold its invoice if the work is not done.');
-  if (/deleted in /i.test(reason)) return fix('Deleted', 'Check the job in the work system. Void its invoice if it has one.');
-  if (/^the accounting evidence is ambiguous/.test(reason)) return fix(`${acct} match unclear`, `Find the invoice for this job in ${acct}, then link it.`);
-  if (/^the accounting evidence is conflict/.test(reason)) return fix(`Two ${acct} invoices`, `Find the right invoice for this job in ${acct}. Void the other.`);
-  if (/^invoice .* was (voided|deleted)$/.test(reason)) return fix(`Invoice ${/voided$/.test(reason) ? 'voided' : 'deleted'}`, 'Make a new invoice, or close the job.');
-  if (/^the accounting system reports /.test(reason)) return fix(`Already in ${acct}`, `Check the invoice in ${acct}. Link it to this job if it is the right one.`);
   if (/^the job is held$/.test(reason)) return fix('On hold', 'Release the hold when the job can be invoiced.');
-  if (/^the job is review$/.test(reason)) return fix('Needs review', 'Check the job and its invoice.');
+  if (/^the job is review$/.test(reason)) return fix('Needs review', 'Check the job and its invoice.', 'invoice');
   if (reason === 'held') return fix('On hold', 'Release the hold when the job can be invoiced.');
-  return fix('Needs review', 'Check the job and its invoice.');
+  return fix('Needs review', 'Check the job and its invoice.', 'invoice');
 }
 
-// One draft problem (server/core/sending.js, and the accounting system's) as a fix.
-function draftFix(problem, acct) {
+// One problem on the job's invoice (server/core/sending.js, and an accounting
+// system's) as a job fix. Flow's own invoice problems keep their words. A
+// problem an accounting system found stays on the invoice page; the job only
+// says that its invoice needs a fix.
+function draftFix(problem) {
   const code = problem.code ?? '';
-  const fix = (label, todo) => ({ label, text: sentence(problem.message ?? label), todo });
+  const fix = (label, todo) => ({ label, text: sentence(problem.message ?? label), todo, go: 'invoice' });
   if (code === 'no_lines') return fix('No lines', 'Open the invoice and add the lines.');
   if (code === 'no_amount') return fix('Total is $0', 'Open the invoice and correct the amounts.');
   if (code === 'line_no_item') return fix('No price code', 'Open the invoice and choose a price item for each line.');
-  if (code.endsWith('_item_missing')) return fix(`Item not in ${acct}`, `Add the item in ${acct}, then sync.`);
-  if (code.endsWith('_contact_missing')) return fix(`Client not in ${acct}`, `Add the client in ${acct}, then sync.`);
-  if (code.endsWith('_contact_ambiguous')) return fix(`Two ${acct} clients`, `Merge or rename the clients in ${acct}, then sync.`);
-  if (code.includes('earlier_version')) return fix(`Old copy in ${acct}`, 'Open the invoice for the steps.');
-  if (code.startsWith('send_') || code.endsWith('_push_failed') || code.endsWith('_outcome_unknown')) return fix('Not sent', 'Open the invoice and send it again.');
-  return fix('Invoice problem', 'Open the invoice to correct it.');
+  if (code.startsWith('send_') || code.endsWith('_push_failed') || code.endsWith('_outcome_unknown')) {
+    return { label: 'Not sent', text: 'The invoice for this job was not sent.', todo: 'Open the invoice and send it again.', go: 'invoice' };
+  }
+  return { label: 'Invoice problem', text: 'The invoice for this job needs a fix before it can be sent.', todo: 'Open the invoice for the steps.', go: 'invoice' };
 }
 
-// What a person must fix on a job, in order: [{ label, text, todo }]. Empty
-// unless invoiceStage is Problem. `accountingName` names the accounting
-// system (for example Xero).
-export function fixes(o, { accountingName = null } = {}) {
+// Where a fix's link goes: Flow's invoice, the job in the work system, a
+// Flow settings page, or `choose`: Make invoice and Link invoice buttons
+// (jobs.js draws them).
+export const GO = ['invoice', 'work', 'price-list', 'invoicing-settings', 'integrations', 'choose'];
+
+// What a person must fix on a job, in order: [{ label, text, todo, go }];
+// `todo` is null when the buttons are the instruction.
+// Empty unless invoiceStage is Problem.
+export function fixes(o) {
   if (invoiceStage(o) !== 'problem') return [];
-  const acct = accountingName ?? 'the accounting system';
   const found = [];
-  if (PROBLEM_VIEWS.includes(o.view)) found.push(...(o.reasons ?? []).map((r) => reasonFix(r, acct)));
+  if (PROBLEM_VIEWS.includes(o.view)) found.push(...(o.reasons ?? []).map((r) => reasonFix(r)));
   if (o.view === 'ready') {
     found.push(...(o.waitingFor ?? []).filter(isRule).map((r) => ({
-      label: 'Stopped by a rule', text: sentence(r), todo: 'Draft the invoice here, or change the rule under Settings, Invoicing, Rules.',
+      label: 'Stopped by a rule', text: sentence(r), todo: 'Draft the invoice here, or change the rule under Settings, Invoice rules.', go: 'invoicing-settings',
     })));
   }
   if (o.invoiceStatus === 'void') {
-    found.push({ label: 'Invoice void', text: 'The invoice for this job is void.', todo: 'Make a new invoice, or close the job.' });
+    found.push({ label: 'Invoice void', text: 'The invoice for this job is void.', todo: 'Make a new invoice, or close the job.', go: 'invoice' });
   }
-  found.push(...(o.invoiceProblems ?? []).map((p) => draftFix(p, acct)));
+  found.push(...(o.invoiceProblems ?? []).map((p) => draftFix(p)));
   return found;
 }
 
@@ -146,6 +164,14 @@ export function problemSummary(found) {
   return labels.length > 1 ? `${labels[0]} +${labels.length - 1}` : labels[0];
 }
 
+// A system's own record id (a UUID) is not a case number a person reads.
+// Search still finds the job by it (job-board.js matches).
+const RECORD_ID = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i;
+export function caseNumber(job) {
+  const ref = job.caseRef ?? job.sourceJobRef ?? null;
+  return ref && !RECORD_ID.test(ref) ? ref : null;
+}
+
 // Does a job match the search text? Case, client, practitioner or invoice
 // number; the case is not shown on the board, but a person can find it.
 export function matches(job, q) {

package/server/ui/job-view.js

@@ -5,10 +5,24 @@
 // (test/job-view.test.js). server/ui/jobs.js draws the page.
 
 export const LAYOUTS = ['board', 'list'];
-export const GROUPS = { status: 'Status', stage: 'Invoice stage', client: 'Client', practitioner: 'Practitioner' };
-export const SORTS = { board: 'Lab system order', due: 'Date', client: 'Client', practitioner: 'Practitioner', total: 'Total' };
+// 'none' is one plain list with no group heads. The board has a lane per
+// group, so there it shows the status lanes.
+export const GROUPS = { status: 'Status', stage: 'Invoice stage', client: 'Client', practitioner: 'Practitioner', none: 'None' };
+export const SORTS = { board: 'Lab system order', due: 'Date', ordered: 'Requested', shipped: 'Shipped', client: 'Client', practitioner: 'Practitioner', total: 'Total' };
 export const DIRS = ['asc', 'desc'];
-export const DEFAULT_VIEW = Object.freeze({ layout: 'board', group: 'status', sort: 'board', dir: 'asc', hide: [], late: false, problems: false });
+// The list's columns, in order. Client is always the first column. One
+// column holds one field: each date has its own column. A custom field is
+// a column too ('field:<field id>'). Patient shows only when the
+// installation keeps patient names; Assignee only when the lab has a
+// person field.
+export const COLUMNS = {
+  case: 'Case', practitioner: 'Practitioner', patient: 'Patient', stage: 'Stage', assignee: 'Assignee',
+  ordered: 'Requested', due: 'Due', shipped: 'Shipped', total: 'Total',
+};
+export const DEFAULT_COLUMNS = Object.freeze(['practitioner', 'patient', 'stage', 'assignee', 'due', 'total']);
+export const DEFAULT_VIEW = Object.freeze({
+  layout: 'board', group: 'status', sort: 'board', dir: 'asc', hide: [], late: false, problems: false, mine: false, columns: DEFAULT_COLUMNS,
+});
 
 // Group by one of the lab's custom fields (docs/CUSTOM_FIELDS.md):
 // 'field:<field id>'. Only dropdown, person and checkbox fields make lanes.
@@ -17,6 +31,7 @@ export const fieldGroup = (fieldId) => `field:${fieldId}`;
 export const fieldIdOf = (group) => (FIELD_GROUP.test(group ?? '') ? group.slice(6) : null);
 
 const MAX_HIDDEN = 100;
+const MAX_COLUMNS = 40;
 const MAX_LABEL = 120;
 
 // A view as Flow stores it: only the known keys, each checked. Anything else
@@ -35,27 +50,35 @@ export function normaliseJobsView(input) {
     hide,
     late: value.late === true,
     problems: value.problems === true,
+    mine: value.mine === true,
+    columns: Array.isArray(value.columns)
+      ? [...new Set(value.columns.filter((c) => Object.hasOwn(COLUMNS, c) || FIELD_GROUP.test(c ?? '')))].slice(0, MAX_COLUMNS)
+      : [...DEFAULT_COLUMNS],
   };
 }
 
 // How many filters are on: shown on the Filter button.
 export function filterCount(view) {
-  return view.hide.length + (view.late ? 1 : 0) + (view.problems ? 1 : 0);
+  return view.hide.length + (view.late ? 1 : 0) + (view.problems ? 1 : 0) + (view.mine ? 1 : 0);
 }
 
 // The jobs the filter keeps. `status` is a job's status label; `late` and
-// `problem` say if a job is late or has a problem (jobs.js knows how).
-export function filterJobs(jobs, view, { status, late, problem }) {
+// `problem` say if a job is late or has a problem; `mine` says if it is
+// assigned to the person looking (jobs.js knows how).
+export function filterJobs(jobs, view, { status, late, problem, mine = () => true }) {
   const hidden = new Set(view.hide);
   return jobs.filter((job) => !hidden.has(status(job))
     && (!view.late || late(job))
-    && (!view.problems || problem(job)));
+    && (!view.problems || problem(job))
+    && (!view.mine || mine(job)));
 }
 
 const dayOf = (job) => job.dueOn ?? job.orderedOn ?? job.jobDate ?? null;
 const text = (value) => (value ?? '').toString().toLowerCase();
 const KEYS = {
   due: dayOf,
+  ordered: (job) => job.orderedOn ?? null,
+  shipped: (job) => job.shippedOn ?? null,
   client: (job) => text(job.clientName) || null,
   practitioner: (job) => text(job.practitioner) || null,
   total: (job) => job.totalCents ?? null,