@arcforgelabs/flow 2026.10.51 → 2026.10.53-1

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Files changed (43) hide show
  1. package/npm-shrinkwrap.json +2 -2
  2. package/package.json +1 -1
  3. package/server/api/captures.js +26 -4
  4. package/server/api/invoicing.js +1 -1
  5. package/server/app.js +2 -0
  6. package/server/auth/people.js +3 -3
  7. package/server/core/ai.js +2 -1
  8. package/server/core/capture-match.js +158 -0
  9. package/server/core/captures.js +141 -7
  10. package/server/core/invoice-rules.js +16 -5
  11. package/server/core/reader.js +1 -10
  12. package/server/core/sending.js +7 -3
  13. package/server/db/migrations/0024_rule_icon.sql +5 -0
  14. package/server/db/migrations/meta/0024_snapshot.json +4703 -0
  15. package/server/db/migrations/meta/_journal.json +8 -1
  16. package/server/db/schema.js +3 -0
  17. package/server/integrations/seazona/history/backfill.js +39 -9
  18. package/server/integrations/seazona/index.js +1 -12
  19. package/server/integrations/seazona/lanes.js +44 -27
  20. package/server/integrations/seazona/stage-moves.js +3 -13
  21. package/server/integrations/sentry/index.js +6 -6
  22. package/server/integrations/setup.js +1 -0
  23. package/server/integrations/xero/drafts.js +27 -13
  24. package/server/ui/app-page.js +1 -1
  25. package/server/ui/app.js +61 -20
  26. package/server/ui/capture-fields.js +17 -0
  27. package/server/ui/captures.js +289 -0
  28. package/server/ui/columns.js +68 -3
  29. package/server/ui/custom-fields.js +3 -9
  30. package/server/ui/flow.css +94 -18
  31. package/server/ui/invoice-rules.js +10 -2
  32. package/server/ui/invoicing-settings.js +2 -8
  33. package/server/ui/invoicing.js +12 -8
  34. package/server/ui/job-view.js +6 -3
  35. package/server/ui/jobs.js +40 -117
  36. package/server/ui/kit.js +86 -1
  37. package/server/ui/list-views.js +47 -3
  38. package/server/ui/mobile.js +45 -5
  39. package/server/ui/nav-pins.js +4 -2
  40. package/server/ui/price-list.js +138 -69
  41. package/server/ui/routes.js +4 -1
  42. package/server/ui/saved-views.js +2 -0
  43. package/server/ui/view-bar.js +61 -2
@@ -169,6 +169,13 @@
169
169
  "when": 1793110575758,
170
170
  "tag": "0023_captures",
171
171
  "breakpoints": true
172
+ },
173
+ {
174
+ "idx": 24,
175
+ "version": "7",
176
+ "when": 1793233782043,
177
+ "tag": "0024_rule_icon",
178
+ "breakpoints": true
172
179
  }
173
180
  ]
174
- }
181
+ }
@@ -694,6 +694,8 @@ export const invoiceRules = pgTable('invoice_rules', {
694
694
  id: id(),
695
695
  organisationId: organisationId().references(() => organisations.id),
696
696
  name: text('name').notNull(),
697
+ // A Lucide icon name for the rule's card; null shows the action's mark.
698
+ icon: text('icon'),
697
699
  position: integer('position').notNull(),
698
700
  enabled: boolean('enabled').notNull().default(true),
699
701
  trigger: text('trigger').notNull().default('job_ready'),
@@ -707,6 +709,7 @@ export const invoiceRules = pgTable('invoice_rules', {
707
709
  uniqueIndex('invoice_rules_starter_key').on(t.organisationId, t.starterKey),
708
710
  check('invoice_rules_trigger_valid', sql`${t.trigger} in ('job_ready')`),
709
711
  check('invoice_rules_name_valid', sql`length(${t.name}) between 1 and 120`),
712
+ check('invoice_rules_icon_valid', sql`${t.icon} is null or (length(${t.icon}) between 1 and 64 and ${t.icon} !~ '[^a-z0-9-]')`),
710
713
  ]);
711
714
 
712
715
  // Automations (server/core/automations.js): Flow's routines, each on or off,
@@ -1,4 +1,4 @@
1
- import { and, eq, inArray } from 'drizzle-orm';
1
+ import { eq, inArray } from 'drizzle-orm';
2
2
  import { FlowError } from '../../../core/errors.js';
3
3
  import { mapOrder, parseSeazonaDate, text } from '../map.js';
4
4
  import { seazonaHistoryBatchJobs, seazonaLaneState, seazonaOrders } from '../schema.js';
@@ -11,8 +11,9 @@ import { createApiBatch, finishApiBatch, stageApiJobs } from './index.js';
11
11
  // detail. It makes at most
12
12
  // `historyCallsPerRun` calls a run, through the same rate governor and call
13
13
  // guards as the live lanes, and keeps its place in the lane's cursor, so it
14
- // resumes after a restart. Orders the live copy already holds are not read
15
- // again. Each order becomes one job in an API batch: reconciled as it is
14
+ // resumes after a restart. Orders the live copy already holds, and orders
15
+ // any earlier backfill read, are not read again, so a read started again over
16
+ // the same days costs only the list calls. Each order becomes one job in an API batch: reconciled as it is
16
17
  // read, written to Flow's history when it is new, and kept for a person when
17
18
  // it is not. The batch rows are the record of what the API confirmed.
18
19
 
@@ -65,7 +66,7 @@ export async function startBackfill(db, { from, through = null, createdBy, setti
65
66
  throw Object.assign(new FlowError('conflict', 'A history backfill is already running'), { status: 409 });
66
67
  }
67
68
  const batch = await createApiBatch(db, { createdBy, from, through: last, at });
68
- const cursor = { batchId: batch.id, from, through: last, nextDay: from, page: 1, pending: [], done: false, days: 0, read: 0 };
69
+ const cursor = { batchId: batch.id, from, through: last, nextDay: from, page: 1, pending: [], done: false, days: 0, read: 0, startedAt: at.toISOString() };
69
70
  await db.insert(seazonaLaneState).values({ lane: LANE, status: 'idle', cursor, nextRunAt: at })
70
71
  .onConflictDoUpdate({ target: seazonaLaneState.lane, set: { status: 'idle', cursor, nextRunAt: at, failureCount: 0, lastError: null, heldReason: null, updatedAt: at } });
71
72
  return describeBackfill(cursor);
@@ -89,19 +90,47 @@ export function describeBackfill(cursor) {
89
90
  batchId: cursor.batchId,
90
91
  from: cursor.from,
91
92
  through: cursor.through,
93
+ startedAt: cursor.startedAt ?? null,
92
94
  nextDay: cursor.done ? null : cursor.nextDay,
95
+ // The day whose orders it reads now: the last day listed while orders
96
+ // from it wait, else the next day to list.
97
+ readingDay: cursor.done ? null : (cursor.pending?.length && cursor.listDay) || cursor.nextDay,
93
98
  daysDone: cursor.days ?? 0,
94
99
  reachedDay: cursor.reached ?? null,
95
100
  ordersRead: cursor.read ?? 0,
96
101
  waitingToRead: cursor.pending?.length ?? 0,
97
102
  running: !cursor.done,
98
103
  stopped: Boolean(cursor.stopped),
104
+ // Where a stopped read goes on: the day it listed last while orders from
105
+ // that list were still to read, else the next day.
106
+ resumeFrom: !cursor.stopped ? null
107
+ : cursor.pending?.length && cursor.listDay ? cursor.listDay
108
+ : cursor.nextDay <= cursor.through ? cursor.nextDay : null,
99
109
  };
100
110
  }
101
111
 
112
+ // A read that failed this many runs in a row shows as failed, not waiting.
113
+ const FAILED_AFTER = 3;
114
+
115
+ // The card's phase. A held or failed lane waits for its retry at nextRunAt;
116
+ // a lane Seazona halted, or one that failed FAILED_AFTER times, has failed.
117
+ function phaseOf(backfill, state) {
118
+ if (!backfill.running) return backfill.stopped ? 'stopped' : 'done';
119
+ if (state.status === 'stopped' || (state.status === 'failed' && state.failureCount >= FAILED_AFTER)) return 'failed';
120
+ return ['held', 'failed'].includes(state.status) ? 'waiting' : 'running';
121
+ }
122
+
102
123
  export async function readBackfill(db) {
103
124
  const [state] = await db.select().from(seazonaLaneState).where(eq(seazonaLaneState.lane, LANE));
104
- return describeBackfill(state?.cursor);
125
+ const backfill = describeBackfill(state?.cursor);
126
+ if (!backfill) return null;
127
+ const phase = phaseOf(backfill, state);
128
+ return {
129
+ ...backfill,
130
+ phase,
131
+ cause: ['waiting', 'failed'].includes(phase) ? state.lastError : null,
132
+ nextRunAt: backfill.running ? state.nextRunAt : null,
133
+ };
105
134
  }
106
135
 
107
136
  // One run of the `history` lane. `helpers` are the lane module's failure
@@ -119,10 +148,10 @@ export async function runHistoryBackfill(ctx, { isLaneLevel, describeReadFailure
119
148
  let deleted = 0;
120
149
  let quarantined = 0;
121
150
 
122
- const inBatch = async (ids) => {
151
+ const alreadyRead = async (ids) => {
123
152
  if (!ids.length) return new Set();
124
153
  const rows = await db.select({ key: seazonaHistoryBatchJobs.jobKey }).from(seazonaHistoryBatchJobs)
125
- .where(and(eq(seazonaHistoryBatchJobs.batchId, cursor.batchId), inArray(seazonaHistoryBatchJobs.jobKey, ids.map((id) => `case:${id}`))));
154
+ .where(inArray(seazonaHistoryBatchJobs.jobKey, ids.map((id) => `case:${id}`)));
126
155
  return new Set(rows.map((r) => r.key.slice(5)));
127
156
  };
128
157
 
@@ -134,6 +163,7 @@ export async function runHistoryBackfill(ctx, { isLaneLevel, describeReadFailure
134
163
  break;
135
164
  }
136
165
  calls += 1;
166
+ cursor.listDay = cursor.nextDay;
137
167
  const list = await client.get('orders/', { ordered: orderedParam(cursor.nextDay), page: cursor.page, pageSize });
138
168
  if (!Array.isArray(list)) throw new LaneError(`Seazona order list for ${cursor.nextDay} answer was not a list`, { code: 'seazona_list_invalid' });
139
169
  // The guide says the list answers orders placed on or after `ordered`,
@@ -149,7 +179,7 @@ export async function runHistoryBackfill(ctx, { isLaneLevel, describeReadFailure
149
179
  const live = ids.length
150
180
  ? new Set((await db.select({ id: seazonaOrders.id }).from(seazonaOrders).where(inArray(seazonaOrders.id, ids))).map((r) => r.id))
151
181
  : new Set();
152
- const seen = await inBatch(ids);
182
+ const seen = await alreadyRead(ids);
153
183
  cursor.pending = ids.filter((id) => !live.has(id) && !seen.has(id));
154
184
  if (beyond) {
155
185
  cursor.nextDay = dayOf(Date.parse(cursor.through) + DAY_MS);
@@ -163,7 +193,7 @@ export async function runHistoryBackfill(ctx, { isLaneLevel, describeReadFailure
163
193
  continue;
164
194
  }
165
195
  const id = cursor.pending.shift();
166
- if ((await inBatch([id])).size) continue;
196
+ if ((await alreadyRead([id])).size) continue;
167
197
  calls += 1;
168
198
  try {
169
199
  const detail = await client.get(`orders/${encodeURIComponent(id)}`);
@@ -8,7 +8,7 @@ import { readBillableJobs } from './reconcile.js';
8
8
  import { SEAZONA_CALL_GUARD } from './governor.js';
9
9
  import { createSeazonaRouter } from './routes.js';
10
10
  import {
11
- cancelStageMove, expiredStageMoves, handOff, readPersonSettings, requestStageMove, settleStageMoves, waitingStageMoves, writePersonSetting,
11
+ cancelStageMove, handOff, readPersonSettings, requestStageMove, settleStageMoves, waitingStageMoves, writePersonSetting,
12
12
  } from './stage-moves.js';
13
13
  import { orderPatient } from './patients.js';
14
14
  import { createSeazonaScheduler } from './scheduler.js';
@@ -148,17 +148,6 @@ export function createSeazonaAdapter({ env = null, fetchImpl = null, now = Date.
148
148
  if (!runtime?.client.governor) return [];
149
149
  const status = await runtime.client.governor.status();
150
150
  const alerts = guardAlerts('Seazona', status, { fix: 'Check the API client in the Seazona settings, then save them.' });
151
- // Stage moves nobody made in Seazona within a day (stage-moves.js).
152
- await settleStageMoves(runtime.db, { now: now() });
153
- const expired = await expiredStageMoves(runtime.db, { now: now() });
154
- if (expired.length) {
155
- alerts.push({
156
- id: 'stage-moves-expired',
157
- tone: 'warn',
158
- title: `${expired.length === 1 ? 'One stage move was' : `${expired.length} stage moves were`} not made in Seazona within a day: ${expired.slice(0, 5).map((m) => `${m.orderId} to ${m.toStatus}`).join(', ')}${expired.length > 5 ? ', …' : ''}. The cards went back to their Seazona stage.`,
159
- members: expired.map((m) => `${m.orderId}:${m.settledAt?.toISOString() ?? ''}`),
160
- });
161
- }
162
151
  // Issue #143: what the lanes cannot fix by themselves. A refused API
163
152
  // client already has its own alert above, so it stops no lane here.
164
153
  if (!runtime.settings.scheduled) return alerts;
@@ -430,47 +430,62 @@ const laneRuns = {
430
430
 
431
431
  async orders_recent(ctx) {
432
432
  const { db, client, sync, at } = ctx;
433
- const nowMs = at.getTime();
434
- const lookbackStart = floorUtcDay(nowMs - sync.orderLookbackDays * DAY_MS);
435
- const doneThrough = Date.parse(ctx.state?.cursor?.completedThrough ?? '');
436
- const partial = ctx.state?.cursor?.partial;
437
- const partialDay = Date.parse(partial?.day ?? '');
438
- // Go on inside a day a run did not finish; otherwise re-read the last
439
- // finished day as well, so late orders on it are seen.
440
- const resumeInside = Number.isFinite(partialDay) && partialDay >= lookbackStart;
441
- const resume = resumeInside ? partialDay : Number.isFinite(doneThrough) ? Math.max(lookbackStart, doneThrough) : lookbackStart;
442
-
443
- // Issue #125: the list is paged (page, pageSize). A full page goes on to
444
- // the next page; a short page, or a page past the day, ends the day. The
445
- // guide says the list answers orders on or after `ordered`; a list that
446
- // answers one day works the same way.
433
+ const today = floorUtcDay(at.getTime());
434
+ const lookbackStart = today - sync.orderLookbackDays * DAY_MS;
435
+ const cursor = ctx.state?.cursor ?? {};
436
+ const doneThrough = Date.parse(cursor.completedThrough ?? '');
437
+ const partialDay = Date.parse(cursor.partial?.day ?? '');
438
+ const todayPartialDay = Date.parse(cursor.todayPartial?.day ?? '');
439
+ let partial = partialDay >= lookbackStart && partialDay < today ? cursor.partial : null;
440
+ // A partial newest day becomes an older day at midnight. Keep its page
441
+ // unless an older partial already owns the rolling walk; that walk will
442
+ // revisit the former newest day on its next cycle too.
443
+ if (!partial && todayPartialDay >= lookbackStart && todayPartialDay < today) partial = cursor.todayPartial;
444
+ let resume = partial ? Date.parse(partial.day) : Number.isFinite(doneThrough) ? Math.max(lookbackStart, floorUtcDay(doneThrough) + DAY_MS) : lookbackStart;
445
+ if (resume >= today) resume = lookbackStart;
446
+
447
+ // Give today and the rolling previous-day walk a share of the existing
448
+ // budgets. With only one day or call available, alternate them instead
449
+ // of permanently starving either. Missing fields migrate naturally.
450
+ const single = sync.listPagesPerRun === 1 || sync.orderDaysPerRun === 1;
451
+ const readToday = !single || !cursor.historyNext;
447
452
  const pageSize = Math.min(ORDER_PAGE_MAX, sync.listCap);
448
453
  const byId = new Map();
449
454
  const days = [];
450
455
  let calls = 0;
451
456
  let lastDone = null;
452
- let stoppedAt = null;
453
- for (let day = floorUtcDay(resume); day <= floorUtcDay(nowMs) && days.length < sync.orderDaysPerRun && !stoppedAt; day += DAY_MS) {
457
+ let stoppedAt = partial;
458
+ let todayPartial = todayPartialDay === today ? cursor.todayPartial : partialDay === today ? cursor.partial : null;
459
+ async function readDay(day, progress, callLimit) {
454
460
  const label = `order list for ${formatOrderedDay(day)}`;
455
- let page = resumeInside && day === floorUtcDay(resume) ? Math.max(1, Number(partial.page) || 1) : 1;
456
- let previous = null;
457
- for (;;) {
458
- if (calls >= sync.listPagesPerRun) {
459
- stoppedAt = { day, page };
460
- break;
461
- }
461
+ let page = Math.max(1, Number(progress?.page) || 1);
462
+ // Keep at most one page of IDs in the existing cursor, so splitting
463
+ // the budget never disables the guard against an API ignoring page.
464
+ let previous = progress?.previousIds ? new Set(progress.previousIds) : null;
465
+ while (calls < callLimit) {
462
466
  calls += 1;
463
467
  if (!days.includes(day)) days.push(day);
464
468
  const list = listOrFail(await client.get('orders/', { ordered: formatOrderedDay(day), page, pageSize }), label);
465
469
  const ids = list.map((item) => text(item?.id)).filter(Boolean);
466
- // A Seazona that does not page answers the same rows again.
467
470
  if (previous && ids.length && ids.every((id) => previous.has(id))) throw cannotGoOn(label, sync, 'the next page answers the same orders');
468
471
  for (const item of list) if (text(item?.id)) byId.set(text(item.id), item);
469
- if (list.length < pageSize || placedAfter(list[list.length - 1], day + DAY_MS)) break;
472
+ // The guide's on-or-after lists and single-day lists both work.
473
+ if (list.length < pageSize || placedAfter(list[list.length - 1], day + DAY_MS)) return null;
470
474
  previous = new Set(ids);
471
475
  page += 1;
472
476
  }
473
- if (!stoppedAt) lastDone = day;
477
+ return { day: new Date(day).toISOString(), page, previousIds: [...previous] };
478
+ }
479
+ if (readToday) {
480
+ const todayCalls = single ? sync.listPagesPerRun : Math.ceil(sync.listPagesPerRun / 2);
481
+ todayPartial = await readDay(today, todayPartial, todayCalls);
482
+ }
483
+ if (!single || !readToday) {
484
+ for (let day = resume; day < today && days.length < sync.orderDaysPerRun && calls < sync.listPagesPerRun; day += DAY_MS) {
485
+ stoppedAt = await readDay(day, day === resume ? partial : null, sync.listPagesPerRun);
486
+ if (stoppedAt) break;
487
+ lastDone = day;
488
+ }
474
489
  }
475
490
  const known = await readKnown(db, 'orders', [...byId.keys()]);
476
491
  const summary = { created: 0, changed: 0, unchanged: 0 };
@@ -506,7 +521,9 @@ const laneRuns = {
506
521
  cursorTime: through === null ? ctx.state?.cursorTime ?? null : new Date(through),
507
522
  cursor: {
508
523
  ...(through === null ? {} : { completedThrough: new Date(through).toISOString() }),
509
- ...(stoppedAt ? { partial: { day: new Date(stoppedAt.day).toISOString(), page: stoppedAt.page } } : {}),
524
+ ...(stoppedAt ? { partial: stoppedAt } : {}),
525
+ ...(todayPartial ? { todayPartial } : {}),
526
+ ...(single ? { historyNext: readToday } : {}),
510
527
  },
511
528
  };
512
529
  },
@@ -1,4 +1,4 @@
1
- import { and, eq, gte, inArray, lt, sql } from 'drizzle-orm';
1
+ import { and, eq, inArray, sql } from 'drizzle-orm';
2
2
  import { FlowError } from '../../core/errors.js';
3
3
  import { orderStatusLabel } from './map.js';
4
4
  import { orderLink } from './settings.js';
@@ -9,12 +9,11 @@ import { seazonaOrders, seazonaPersonSettings, seazonaStageMoves } from './schem
9
9
  // hand-off. Flow records the move, the person makes it in Seazona, and the
10
10
  // next sync that reads the new status settles it. Until then the card shows
11
11
  // "Waiting for Seazona" in the new lane. After a day with no change the move
12
- // expires, the card goes back to Seazona's stage, and a quiet alert says so.
12
+ // expires and the card goes back to Seazona's stage. No alert follows: the
13
+ // person saw what to do in Seazona when they moved the card.
13
14
  // Every function here reads and writes Flow's database only.
14
15
 
15
16
  export const HAND_OFF_MS = 24 * 60 * 60_000;
16
- // How long an expired move stays in the alert.
17
- const EXPIRED_ALERT_MS = 7 * 24 * 60 * 60_000;
18
17
  const MAX_STATUS = 80;
19
18
 
20
19
  // Record a person's move of one order to `toStatus`, and answer the hand-off
@@ -77,15 +76,6 @@ export async function waitingStageMoves(db) {
77
76
  return new Map(rows.map((r) => [r.orderId, r]));
78
77
  }
79
78
 
80
- // The moves that expired in the last week, for the quiet alert.
81
- export async function expiredStageMoves(db, { now = Date.now() } = {}) {
82
- return db.select().from(seazonaStageMoves).where(and(
83
- eq(seazonaStageMoves.state, 'expired'),
84
- gte(seazonaStageMoves.settledAt, new Date(Number(now) - EXPIRED_ALERT_MS)),
85
- lt(seazonaStageMoves.settledAt, new Date(Number(now) + 1)),
86
- ));
87
- }
88
-
89
79
  // What the board shows for a waiting move. `link` opens the order in
90
80
  // Seazona's web app (settings.js, orderLink); `exact` is false when it opens
91
81
  // only the lab's Seazona home page.
@@ -44,12 +44,12 @@ export const SENTRY_SETUP = {
44
44
  ],
45
45
  },
46
46
  fields: [
47
- { name: 'SENTRY_DSN', label: 'DSN', kind: 'url', help: 'From the Sentry project\'s Client Keys. Browsers see it, so it is not a secret.' },
48
- { name: 'SENTRY_ENVIRONMENT', label: 'Environment', help: 'How Sentry labels this installation, for example production. Empty: production, or workspace in a Replit workspace.' },
49
- { name: 'SENTRY_CLIENT', label: 'Client', help: 'The name your support desk files this installation\'s reports under. Sent as the client tag. Empty: no client tag.' },
50
- { name: 'SENTRY_FEEDBACK', label: 'Report button', kind: 'onoff', help: 'On: everyone signed in can send a report, with a screenshot, to this Sentry project.' },
51
- { name: 'SENTRY_REPLAY', label: 'Replay', kind: 'onoff', help: 'On: each report and each browser error keeps up to the last minute of the page, as a replay with every word hidden.' },
52
- { name: 'SENTRY_TRACES_SAMPLE_RATE', label: 'Traces', help: 'The share of clicks, page loads and requests timed, from 0 (off) to 1 (all). Empty: 0.2.' },
47
+ { name: 'SENTRY_DSN', label: 'DSN', kind: 'url', advanced: true, help: 'From the Sentry project\'s Client Keys. Browsers see it, so it is not a secret.' },
48
+ { name: 'SENTRY_ENVIRONMENT', label: 'Environment', advanced: true, help: 'How Sentry labels this installation, for example production. Empty: production, or workspace in a Replit workspace.' },
49
+ { name: 'SENTRY_CLIENT', label: 'Client', advanced: true, help: 'The name your support desk files this installation\'s reports under. Sent as the client tag. Empty: no client tag.' },
50
+ { name: 'SENTRY_FEEDBACK', label: 'Report button', kind: 'onoff', default: 'on', help: 'On: everyone signed in can send a report, with a screenshot, to this Sentry project.' },
51
+ { name: 'SENTRY_REPLAY', label: 'Replay', kind: 'onoff', default: 'on', help: 'On: each report and each browser error keeps up to the last minute of the page, as a replay with every word hidden.' },
52
+ { name: 'SENTRY_TRACES_SAMPLE_RATE', label: 'Traces', advanced: true, help: 'The share of clicks, page loads and requests timed, from 0 (off) to 1 (all). Empty: 0.2.' },
53
53
  ],
54
54
  };
55
55
 
@@ -82,6 +82,7 @@ export function describeSetup({ adapter, row, env, secrets, entry, unreadable =
82
82
  choices: field.choices ?? null,
83
83
  suggest: field.suggest ?? null,
84
84
  default: field.default ?? null,
85
+ advanced: Boolean(field.advanced),
85
86
  source: fromHost ? 'host' : null,
86
87
  };
87
88
  if (field.secret) {
@@ -68,6 +68,23 @@ function xeroDate(value) {
68
68
 
69
69
  const problem = (code, message, extra = {}) => ({ code, message, ...extra });
70
70
 
71
+ // The few words the Invoices list shows for a refusal; the message says how
72
+ // to fix it. Another code shows "Not sent" (sending.js).
73
+ const SHORT = {
74
+ xero_same_reference_different_amount: 'Duplicate?',
75
+ xero_earlier_version_in_xero: 'Old version in Xero',
76
+ xero_earlier_version_unresolved: 'Check old version',
77
+ xero_tracking_missing: 'Tracking not in Xero',
78
+ xero_validation_failed: 'Xero refused',
79
+ xero_reconnect_needed: 'Reconnect Xero',
80
+ xero_token_failed: 'Reconnect Xero',
81
+ xero_unreachable: 'Xero offline',
82
+ xero_writes_off: 'Sending off',
83
+ xero_push_in_progress: 'Sending now',
84
+ xero_outcome_unknown: 'Not confirmed',
85
+ };
86
+ const shortFor = (error) => error.short ?? SHORT[error.code];
87
+
71
88
  // A person can always link the Flow contact to a Xero contact of another
72
89
  // name (create-contact.js, linkCustomer): no Xero call.
73
90
  function missingContact(name, { offerCreate }) {
@@ -292,7 +309,7 @@ export async function previewDrafts(db, runtime, organisationId, invoiceIds) {
292
309
  try {
293
310
  results.push(await previewOne(db, runtime, organisationId, invoiceId));
294
311
  } catch (error) {
295
- results.push({ invoiceId, state: 'blocked', problems: [problem(error.code ?? 'xero_preview_failed', error.message)] });
312
+ results.push({ invoiceId, state: 'blocked', problems: [problem(error.code ?? 'xero_preview_failed', error.message, { short: shortFor(error) })] });
296
313
  }
297
314
  }
298
315
  return { syncedAt, warnings, invoices: results };
@@ -414,7 +431,7 @@ export async function checkDrafts(db, runtime, { organisationId, invoiceIds }) {
414
431
  }
415
432
 
416
433
  function failed(invoiceId, error, outcome = 'failed') {
417
- return { invoiceId, outcome, error: { code: error.code ?? 'xero_push_failed', message: error.message, ...(error.details ? { details: error.details } : {}) } };
434
+ return { invoiceId, outcome, error: { code: error.code ?? 'xero_push_failed', message: error.message, ...(shortFor(error) ? { short: shortFor(error) } : {}), ...(error.details ? { details: error.details } : {}) } };
418
435
  }
419
436
 
420
437
  function summarise(results) {
@@ -489,16 +506,13 @@ async function pushOne(db, runtime, client, organisationId, invoiceId, { pushedB
489
506
  const match = await matchContactFor(db, organisationId, { contactId: invoice.contactId, name: document.contact.name });
490
507
  if (match.state !== 'matched') {
491
508
  const offerCreate = match.state === 'missing' && runtime.settings.createContacts && writesAllowed(runtime.settings);
492
- throw xeroError(match.state === 'missing' ? 'xero_contact_missing' : 'xero_contact_ambiguous',
493
- match.state === 'missing'
494
- ? missingContact(document.contact.name, { offerCreate }).message
495
- : twiceContact(document.contact.name).message,
496
- { status: 409 });
509
+ const found = match.state === 'missing' ? missingContact(document.contact.name, { offerCreate }) : twiceContact(document.contact.name);
510
+ throw xeroError(found.code, found.message, { status: 409, short: found.short });
497
511
  }
498
512
  const items = await itemsByCode(db, organisationId, document.lines.map((l) => l.itemCode));
499
513
  const sendMode = await sendModeFor(db, organisationId, invoice.contactId);
500
514
  const { draft, problems } = buildDraft(document, { settings: runtime.settings, contact: match.contact, items, sendMode });
501
- if (problems.length) throw xeroError(problems[0].code, problems.map((p) => p.message).join(' '), { status: 409 });
515
+ if (problems.length) throw xeroError(problems[0].code, problems.map((p) => p.message).join(' '), { status: 409, short: problems[0].short });
502
516
 
503
517
  // Live duplicate check: invoices in Xero with this reference, made by Flow
504
518
  // or by hand. Not needed when Flow's own copy of Xero already answered it
@@ -518,7 +532,7 @@ async function pushOne(db, runtime, client, organisationId, invoiceId, { pushedB
518
532
  });
519
533
  if (recent) {
520
534
  throw xeroError('xero_same_reference_different_amount',
521
- `Possible duplicate: Xero ${recent.InvoiceNumber || 'invoice'} (${recent.Status}, ${(cents(recent.Total) / 100).toFixed(2)}) has this contact and reference "${draft.Reference}" at another amount. Nothing was sent. Check it, then send again choosing to send anyway.`,
535
+ `Xero ${recent.InvoiceNumber || 'invoice'} has the same client and reference at ${(cents(recent.Total) / 100).toFixed(2)}. Nothing was sent. Void the extra one in Xero or in Flow.`,
522
536
  { status: 409, details: { xero: shownXero(recent) } });
523
537
  }
524
538
  }
@@ -570,12 +584,12 @@ async function dispatch(db, client, push, document, { fresh = false } = {}) {
570
584
  invoiceId: push.invoiceId,
571
585
  version: push.version,
572
586
  outcome: 'ambiguous',
573
- error: { code: 'xero_outcome_unknown', message: 'Xero did not say whether it made the draft. Send again: Flow repeats the same request within six minutes, and after that looks in Xero first, so no second invoice is made.' },
587
+ error: { code: 'xero_outcome_unknown', short: SHORT.xero_outcome_unknown, message: 'Xero did not say whether it made the draft. Send again: Flow repeats the same request within six minutes, and after that looks in Xero first, so no second invoice is made.' },
574
588
  };
575
589
  }
576
590
  if (!created?.InvoiceID) {
577
591
  await settle(db, push.id, { state: 'ambiguous', errorCode: 'xero_no_invoice_id', errorMessage: 'Xero answered without an invoice id.' });
578
- return { invoiceId: push.invoiceId, version: push.version, outcome: 'ambiguous', error: { code: 'xero_outcome_unknown', message: 'Xero answered without an invoice id. Send again to settle it.' } };
592
+ return { invoiceId: push.invoiceId, version: push.version, outcome: 'ambiguous', error: { code: 'xero_outcome_unknown', short: SHORT.xero_outcome_unknown, message: 'Xero answered without an invoice id. Send again to settle it.' } };
579
593
  }
580
594
  return verify(db, client, push, draft, document, created, 'created');
581
595
  }
@@ -671,11 +685,11 @@ async function resume(db, runtime, client, push, document) {
671
685
  && differences(inv, draft, document).filter((d) => d !== 'date').length === 0);
672
686
  } catch (error) {
673
687
  if (error.code === 'xero_rate_limited' || isCallsStopped(error)) throw error;
674
- return { invoiceId: push.invoiceId, version: push.version, outcome: 'ambiguous', error: { code: 'xero_outcome_unknown', message: 'Flow could not look in Xero to settle an earlier attempt. Send again later.' } };
688
+ return { invoiceId: push.invoiceId, version: push.version, outcome: 'ambiguous', error: { code: 'xero_outcome_unknown', short: SHORT.xero_outcome_unknown, message: 'Flow could not look in Xero to settle an earlier attempt. Send again later.' } };
675
689
  }
676
690
  if (candidates.length === 1) return verify(db, client, push, draft, document, candidates[0], 'reconciled');
677
691
  if (candidates.length > 1) {
678
- return { invoiceId: push.invoiceId, version: push.version, outcome: 'ambiguous', error: { code: 'xero_outcome_unknown', message: `Xero holds ${candidates.length} drafts that match this invoice. Delete the extra ones in Xero, then send again.` } };
692
+ return { invoiceId: push.invoiceId, version: push.version, outcome: 'ambiguous', error: { code: 'xero_outcome_unknown', short: 'Extra Xero drafts', message: `Xero holds ${candidates.length} drafts that match this invoice. Delete the extra ones in Xero, then send again.` } };
679
693
  }
680
694
  const attempt = push.attempts + 1;
681
695
  const key = idempotencyKey(push.organisationId, push.invoiceId, push.version, attempt, push.bodyHash);
@@ -51,7 +51,7 @@ const BODY = `<div class="fx-app">
51
51
  <div id="toasts" class="fx-toasts" aria-live="polite"></div>
52
52
  </div>`;
53
53
 
54
- export const APP_PATHS = ['/sign-in', '/jobs', '/invoices', '/invoices/:id', '/contacts', '/contacts/:id', '/reconcile', '/reconcile/:id', '/xero-import', '/people', '/integrations', '/integrations/:id', '/account', '/appearance', '/invoicing-settings', '/invoicing-settings/:id', '/automations', '/price-list', '/price-list/:id', '/custom-fields'];
54
+ export const APP_PATHS = ['/sign-in', '/jobs', '/captures', '/invoices', '/invoices/:id', '/contacts', '/contacts/:id', '/reconcile', '/reconcile/:id', '/xero-import', '/people', '/integrations', '/integrations/:id', '/account', '/appearance', '/invoicing-settings', '/invoicing-settings/:id', '/automations', '/price-list', '/price-list/:id', '/custom-fields'];
55
55
 
56
56
  export function appPage({ defaultFamily }) {
57
57
  return renderPage({