@arcforgelabs/flow 2026.10.48 → 2026.10.50

package/server/ui/routes.js

@@ -21,7 +21,7 @@ const themeDir = join(here, '..', 'theme');
 const logoDir = join(here, 'logos');
 const LOGO_FILES = new Set(['xero.svg', 'seazona.svg', 'sentry.svg']);
 const THEME_FILES = new Set(['themes.js', 'color-contrast.js', 'openclaw-palettes.js', 'font-families.js']);
-export const UI_FILES = new Set(['flow.css', 'appearance.js', 'clerk-appearance.js', 'app.js', 'invoicing.js', 'invoice-notes.js', 'job-change.js', 'sidecar.js', 'invoicing-settings.js', 'automations.js', 'invoice-rules.js', 'line-mappings.js', 'price-list.js', 'price-match.js', 'price-reconcile.js', 'custom-fields.js', 'contacts.js', 'jobs.js', 'job-board.js', 'reconcile.js', 'xero-import.js', 'xero-usage.js', 'xero-usage-model.js', 'job-view.js', 'list-views.js', 'saved-views.js', 'monitoring.js', 'search.js', 'alerts.js', 'bulk-bar.js', 'view-bar.js', 'tip.js', 'kit.js', 'columns.js', 'mobile.js', 'person.js', 'pager.js', 'nav-pins.js', 'flow-mark.svg']);
+export const UI_FILES = new Set(['flow.css', 'appearance.js', 'clerk-appearance.js', 'app.js', 'invoicing.js', 'invoice-notes.js', 'job-change.js', 'sidecar.js', 'invoicing-settings.js', 'automations.js', 'invoice-rules.js', 'line-mappings.js', 'price-list.js', 'price-match.js', 'price-reconcile.js', 'custom-fields.js', 'contacts.js', 'xero-contact.js', 'jobs.js', 'job-board.js', 'reconcile.js', 'xero-import.js', 'xero-usage.js', 'xero-usage-model.js', 'job-view.js', 'list-views.js', 'saved-views.js', 'monitoring.js', 'search.js', 'alerts.js', 'bulk-bar.js', 'view-bar.js', 'tip.js', 'kit.js', 'columns.js', 'mobile.js', 'person.js', 'pager.js', 'nav-pins.js', 'flow-mark.svg']);
 const iconDir = join(dirname(require.resolve('lucide-static/package.json')), 'icons');
 const ICON_FILE = /^[a-z0-9]+(?:-[a-z0-9]+)*\.svg$/;
 const MAX_AGE = '1h';

package/server/ui/xero-contact.js

@@ -0,0 +1,101 @@
+// Link and Create for a Flow contact that is not a Xero contact
+// (docs/CONTACTS.md). The Pending invoice and the contact page both show
+// them. Link picks the Xero client when the names differ or Xero has the
+// name twice; Flow writes only its own link. Create adds the client to Xero.
+// `done(outcome)` runs after either one works.
+
+const SMALL = new Set(['the', 'and', 'of', 'pty', 'ltd', 'limited', 'co', 'inc']);
+
+function words(name) {
+  return new Set(String(name ?? '').toLowerCase().replace(/&/g, ' and ').replace(/[^a-z0-9]+/g, ' ').split(' ')
+    .filter((word) => word && !SMALL.has(word)));
+}
+
+// How many words two names share.
+export function closeness(a, b) {
+  const mine = words(a);
+  let shared = 0;
+  for (const word of words(b)) if (mine.has(word)) shared += 1;
+  return shared;
+}
+
+// The Xero contacts nearest the name first, then A to Z.
+export function nearestFirst(name, contacts) {
+  return contacts
+    .map((contact) => ({ contact, score: closeness(name, contact.name) }))
+    .sort((a, b) => b.score - a.score || a.contact.name.localeCompare(b.contact.name))
+    .map(({ contact }) => contact);
+}
+
+async function xeroContacts(ui, organisationId, q) {
+  const query = new URLSearchParams({ organisationId, q, limit: '1000' });
+  const { contacts } = await ui.flow(`/api/xero/contacts?${query}`);
+  return contacts.filter((contact) => contact.status === 'ACTIVE');
+}
+
+export function xeroContactActions(ui, { organisationId, contact, offerLink = false, offerCreate = false, done }) {
+  const { h, flow, toast } = ui;
+  const failed = (button, error) => {
+    toast(error.message, error.status === 429 ? 'info' : 'danger');
+    if (error.retryAfterMs) ui.holdButton(button, error.retryAfterMs);
+    else button.disabled = false;
+  };
+
+  const link = offerLink ? h('button', {
+    class: `fx-btn ${offerCreate ? 'fx-btn--ghost' : 'fx-btn--primary'}`, type: 'button', title: 'Link this client to its Xero client',
+    onclick: async (event) => {
+      const button = event.currentTarget;
+      const picked = await ui.pickOne({
+        title: `Link ${contact.name} to Xero`,
+        intro: 'Pick the Xero client. Flow links the two. Xero does not change.',
+        label: 'Xero clients',
+        find: 'Find a Xero client',
+        remote: true,
+        load: async (q) => nearestFirst(contact.name, await xeroContacts(ui, organisationId, q)),
+        item: (row) => ({ value: row.xeroContactId, title: row.name, meta: [row.email, row.accountNumber].filter(Boolean).join(' · ') }),
+        empty: 'No Xero client has that name. Sync Xero, or use Create.',
+        confirm: 'Link',
+      });
+      if (!picked) return;
+      button.disabled = true;
+      try {
+        await flow('/api/xero/contacts/link', { method: 'POST', body: JSON.stringify({ organisationId, contactId: contact.id, xeroContactId: picked.xeroContactId }) });
+        toast(`${contact.name} is linked to ${picked.name} in Xero.`, 'success');
+        await done('linked');
+      } catch (error) {
+        failed(button, error);
+      }
+    },
+  }, 'Link') : null;
+
+  const create = offerCreate ? h('button', {
+    class: 'fx-btn fx-btn--primary', type: 'button', title: 'Create this client in Xero',
+    onclick: async (event) => {
+      const button = event.currentTarget;
+      // A close name in Xero is often this client: say so before a second one.
+      let close = [];
+      try {
+        close = (await xeroContacts(ui, organisationId, '')).filter((row) => closeness(contact.name, row.name) > 0);
+      } catch { /* Create still works without the list. */ }
+      const names = nearestFirst(contact.name, close).slice(0, 3).map((row) => row.name);
+      const confirmed = await ui.dialog({
+        title: `Create ${contact.name} in Xero?`,
+        body: h('div', { class: 'fx-pick__body' },
+          h('p', {}, 'Flow adds this client to Xero from the contact.'),
+          names.length ? ui.notice(`Xero has ${names.join(', ')}. If one is this client, use Link.`, 'info', 'Close names.') : null),
+        confirm: 'Create',
+      });
+      if (!confirmed) return;
+      button.disabled = true;
+      try {
+        await flow('/api/xero/contacts', { method: 'POST', body: JSON.stringify({ organisationId, contactId: contact.id }) });
+        toast(`${contact.name} is in Xero.`, 'success');
+        await done('created');
+      } catch (error) {
+        failed(button, error);
+      }
+    },
+  }, 'Create') : null;
+
+  return [link, create].filter(Boolean);
+}