@arcforgelabs/flow 2026.11.1 → 2026.11.3

package/server/ui/invoice-rules.js

@@ -47,6 +47,9 @@ export function ruleSummary(rule, meta) {
 export function rulesSection(ui, title = 'Rules') {
   const { h, flow, toast, notice, dialog, me, settingRow, iconPicker } = ui;
   const disabled = !['owner', 'admin'].includes(me?.person.role);
+  // A Pending invoice opens the exact rule responsible, using this same
+  // conditions/editor UI. Read-only users see the rule, never write controls.
+  const targetRule = new URLSearchParams(location.search).get('rule');
   const section = h('section', { class: 'fx-set' }, h('h2', { class: 'fx-set__title' }, title), h('div', { class: 'fx-skeleton' }));
   let meta;
   let rules = [];
@@ -177,13 +180,25 @@ export function rulesSection(ui, title = 'Rules') {
         if (editors.length === 1) return toast('A rule needs at least one condition.', 'danger');
         editors = editors.filter((e) => e.element !== element);
         element.remove();
+        validateAction();
         return null;
       });
       editors.push(editor);
       list.append(editor.element);
+      validateAction();
       return null;
     };
+    // Draft-only fields cannot hold work before a draft exists. Native form
+    // validation keeps this editor and its choices open instead of a refused PUT.
+    const validateAction = () => {
+      const field = editors.map((e) => meta.fields.find((f) => f.key === e.read().field)).find((f) => f?.draftOnly);
+      action.setCustomValidity(action.value !== 'pending' && field
+        ? `${field.label} checks require Pending, with a note. Choose Pending or remove that condition.` : '');
+    };
+    list.addEventListener('change', validateAction);
+    action.addEventListener('change', validateAction);
     for (const c of draft?.conditions ?? [null]) addCondition(c);
+    validateAction();
     const more = h('button', { class: 'fx-btn fx-btn--ghost fx-btn--sm', type: 'button' }, 'Add condition');
     more.addEventListener('click', () => addCondition());
 
@@ -242,16 +257,22 @@ export function rulesSection(ui, title = 'Rules') {
       open.addEventListener('click', () => edit(rule));
       controls.unshift(open);
     }
-    return row(rule.name, ruleSummary(rule, meta), controls);
+    const element = row(rule.name, ruleSummary(rule, meta), controls);
+    element.setAttribute('role', 'region');
+    element.setAttribute('aria-label', `Rule ${rule.name}`);
+    return element;
   };
 
   function draw() {
-    const add = disabled ? null : h('button', { class: 'fx-btn fx-btn--ghost fx-btn--sm', type: 'button' }, 'Add rule');
+    const shown = targetRule ? rules.filter((rule) => rule.id === targetRule) : rules;
+    const add = disabled || targetRule ? null : h('button', { class: 'fx-btn fx-btn--ghost fx-btn--sm', type: 'button' }, 'Add rule');
     add?.addEventListener('click', () => edit(null));
     section.replaceChildren(
       h('h2', { class: 'fx-set__title' }, title),
       h('p', { class: 'fx-set__hint', style: { margin: '0 0 4px' } }, 'When a rule matches, a ready job waits, is never drafted, or its draft is Pending with the rule\'s note.'),
-      ...(rules.length ? rules.map(rowOf) : [h('p', { class: 'fx-dim' }, 'No rules. Every ready job is drafted.')]),
+      ...(shown.length ? shown.map(rowOf) : [targetRule
+        ? notice('This rule is no longer available. Reopen the invoice to check its remaining problems.', 'danger')
+        : h('p', { class: 'fx-dim' }, 'No rules. Every ready job is drafted.')]),
       h('div', { class: 'fx-rule__footer' }, add,
         h('a', { class: 'fx-dim', href: DOCS, target: '_blank', rel: 'noopener' }, 'How rules work')));
   }

package/server/ui/invoicing.js

@@ -8,7 +8,7 @@
 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 { caseNumber } from '/assets/ui/job-board.js';
+import { caseNumber, fixes } from '/assets/ui/job-board.js';
 import { jobChangeReview } from '/assets/ui/job-change.js';
 import { cardRows, rowMenu } from '/assets/ui/kit.js';
 import { isPhone, WIDTHS } from '/assets/ui/mobile.js';
@@ -111,7 +111,7 @@ function toCents(text) {
 
 const fromCents = (cents) => (cents == null ? '' : (cents / 100).toFixed(2));
 
-function localDate(date = new Date()) {
+export function localDate(date = new Date()) {
   const pad = (n) => String(n).padStart(2, '0');
   return `${date.getFullYear()}-${pad(date.getMonth() + 1)}-${pad(date.getDate())}`;
 }
@@ -146,6 +146,13 @@ function readFilters() {
 
 export async function renderInvoiceList(main, ui) {
   const { h, flow, listHead, listFrame, notice, go, toast } = ui;
+  // A link may name the tab (/invoices?tab=draft, from Home). It is kept as
+  // the open tab, and the address goes back to /invoices.
+  const linked = new URLSearchParams(globalThis.location?.search ?? '').get('tab');
+  if (linked) {
+    sessionStorage.setItem('flow_invoice_tab', linked);
+    history.replaceState(null, '', location.pathname);
+  }
   const saved = OLD_TAB[sessionStorage.getItem('flow_invoice_tab')] ?? sessionStorage.getItem('flow_invoice_tab');
   // Back from an invoice comes here with the tab, search and scroll it left.
   const back = readNav();
@@ -981,6 +988,20 @@ function draftView(invoice, ui, context, redraw) {
   // item. A check on something this page cannot change (the job's
   // practitioner) marks nothing; the banner says it.
   const problemList = invoice?.problems ?? [];
+  // Dispatch intents to the real editor or shared job comparison, not a
+  // parallel warning-code list. Missing data/unknown intents stay blocked.
+  // Adapter warnings retain their existing owner-specific actions.
+  const hasRuleReview = (p) => p.resolution?.kind === 'rule_review' && Boolean(p.rule);
+  const hasJobHold = (p) => p.resolution?.kind === 'job_hold' && Boolean(invoice?.job?.id)
+    && typeof p.resolution.reason === 'string' && Boolean(p.resolution.reason.trim());
+  const hasJobReview = (p) => p.resolution?.kind === 'job_review' && invoice?.jobChange
+    && Boolean(p.sourceBilling) === Boolean(invoice.jobChange.sourceReview);
+  // The source check runs first. Its Recheck reveals the ordinary job
+  // comparison once the source problem clears; that view is not missing.
+  const deferredJobReview = (p) => p.resolution?.kind === 'job_review'
+    && !p.sourceBilling && Boolean(invoice?.jobChange?.sourceReview);
+  const unavailable = problemList.filter((p) => p.resolution
+    && p.resolution.kind !== 'invoice_edit' && !hasJobReview(p) && !deferredJobReview(p) && !hasRuleReview(p) && !hasJobHold(p));
   const failed = new Set(problemList.flatMap((p) => p.fields ?? []));
   const badLines = new Set(problemList.filter((p) => p.fields?.includes('line_item')).map((p) => p.line));
   const boxes = { reference };
@@ -1146,7 +1167,7 @@ function draftView(invoice, ui, context, redraw) {
   // it and queues it, the same as Send all ready. With none, Flow issues it
   // and keeps it. A Pending draft has no send: fix its problem first.
   const to = invoice?.sendsTo ?? context.sendsTo ?? null;
-  const ready = invoice?.view === 'ready';
+  const ready = invoice?.view === 'ready' && !problemList.length;
   // A lab's rule keeps a non-chargeable draft in Flow: nothing sends or approves it.
   const nonChargeable = invoice?.view === 'non_chargeable';
   const nextNumber = `${context.organisations[0]?.invoicePrefix ?? ''}${String(context.organisations[0]?.nextInvoiceNumber ?? '').padStart(4, '0')}`;
@@ -1210,8 +1231,8 @@ function draftView(invoice, ui, context, redraw) {
   const syncIssue = () => {
     if (!issueButton) return;
     const missing = [contact ? null : 'a client', dueDate.value ? null : 'a due date'].filter(Boolean);
-    issueButton.disabled = missing.length > 0 || Boolean(invoice?.jobChange);
-    issueButton.title = invoice?.jobChange ? 'Fix the problem first.' : missing.length ? `Choose ${missing.join(' and ')} first.` : 'Gives it the next number and locks it. Nothing is sent.';
+    issueButton.disabled = missing.length > 0 || Boolean(invoice?.jobChange) || problemList.length > 0;
+    issueButton.title = invoice?.jobChange || problemList.length ? 'Fix the problem first.' : missing.length ? `Choose ${missing.join(' and ')} first.` : 'Gives it the next number and locks it. Nothing is sent.';
   };
   onContact = syncIssue;
   clientInput.addEventListener('input', syncIssue);
@@ -1236,7 +1257,7 @@ function draftView(invoice, ui, context, redraw) {
   const jobChange = invoice?.jobChange ?? null;
   // The job changed after the invoice was made: its own banner shows what
   // changed. Other problems stay one line.
-  const otherProblems = (invoice?.problems ?? []).filter((p) => !(jobChange && p.code === 'job_review'));
+  const otherProblems = problemList.filter((p) => !hasJobReview(p));
   const offer = otherProblems.find((p) => ['xero_contact_missing', 'xero_contact_ambiguous'].includes(p.code) && (p.offerLink || p.offerCreate));
   // A phone shows each problem's short name ("Client not in Xero") on one line.
   const shorts = otherProblems.every((p) => p.short) ? [...new Set(otherProblems.map((p) => p.short))].join(', ') : null;
@@ -1251,10 +1272,32 @@ function draftView(invoice, ui, context, redraw) {
       done: async () => redraw((await flow(`/api/invoicing/invoices/${invoice.id}`)).invoice),
     })
     : [];
+  // Every matching rule links to its own conditions and existing controls,
+  // including custom rules. The target enforces read-only roles itself.
+  const ruleActions = [...new Map(problemList.filter(hasRuleReview).map((p) => [p.rule, p])).values()]
+    .map((p) => h('a', { class: 'fx-btn fx-btn--sm',
+      href: `/invoicing-settings/invoices?rule=${encodeURIComponent(p.rule)}`,
+      onclick: (event) => go(event),
+    }, `Review ${p.short ?? 'rule'}`));
+  // Non-change holds use the Jobs workflow's existing instructions, not a
+  // comparison that does not exist. Reading them never releases the hold.
+  const holdSteps = fixes({ view: 'review_required', holdState: 'review',
+    reasons: [...new Set(problemList.filter(hasJobHold).map((p) => p.resolution.reason))] });
+  const holdReview = holdSteps.length ? h('section', { 'aria-label': 'Job hold review' },
+    ...holdSteps.map((step) => h('p', {}, step.todo)),
+    invoice.job.link?.url ? h('a', { class: 'fx-btn fx-btn--sm', href: invoice.job.link.url, target: '_blank', rel: 'noopener' },
+      `Open in ${invoice.job.systemName ?? 'work system'}`)
+      : h('p', {}, `The source link is unavailable. Check job ${invoice.job.sourceJobRef ?? ''} in the work system, or ask an administrator to restore its link.`),
+    h('p', {}, deleteButton
+      ? 'If this unissued draft is no longer needed, use Delete. It remains Pending while the job is in review.'
+      : 'Ask an owner or administrator to review this draft. It remains Pending while the job is in review.')) : null;
   const problems = [
+    holdReview,
     // Accepting changes the draft for the business: owners and admins only.
     jobChange ? jobChangeReview(ui, jobChange, { money: formatCents, canAccept: context.canIssue, unsaved: changed, done: redraw }) : null,
-    problemNotice ? (clientActions.length ? h('div', { class: 'fx-offer' }, problemNotice, ...clientActions) : problemNotice) : null,
+    problemList.some(deferredJobReview) ? notice('The job also changed after this invoice was made. Resolve the source amount problem first. Select Recheck, then review the remaining job changes.', 'danger') : null,
+    unavailable.length ? notice('The resolution view is unavailable. Ask an administrator to restore it, then reopen this invoice. It remains Pending.', 'danger', 'Cannot resolve.') : null,
+    problemNotice ? (clientActions.length || ruleActions.length ? h('div', { class: 'fx-offer' }, problemNotice, ...clientActions, ...ruleActions) : problemNotice) : null,
   ];
   // A red field names the banner as its reason (for a screen reader).
   const banner = problemNotice;

package/server/ui/job-board.js

@@ -81,7 +81,7 @@ const sentence = (text) => capital(String(text).trim().replace(/\.?$/, '.'));
 // wrong, what to do, and where to go to do it (`go`, see GO). A job's fix
 // speaks of Flow's own invoice only. How that invoice stands in an
 // accounting system is the invoice's business, on the invoice page.
-function reasonFix(reason) {
+function reasonFix(reason, o = {}) {
   const fix = (label, todo, go = null) => ({ label, text: sentence(reason), todo, go });
   if (reason === 'the accounting system was not checked') {
     return { label: 'Not checked yet', text: 'Flow did not check for an invoice for this job yet.', todo: 'Wait for the next check, a few minutes. If it stays, check Settings, Integrations.', go: 'integrations' };
@@ -111,7 +111,12 @@ function reasonFix(reason) {
   }
   if (/^invoice .* was (voided|deleted)$/.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' };
+    const label = `Invoice ${voided ? 'voided' : 'deleted'}`;
+    const text = `The invoice for this job was ${voided ? 'voided' : 'deleted'}.`;
+    // No Flow invoice: the voided one is in the accounting system only, so
+    // the job's own buttons make its new invoice (jobs.js).
+    if (!o.invoiceId) return { label, text, todo: null, go: 'choose' };
+    return { label, text, 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' };
@@ -126,7 +131,16 @@ function reasonFix(reason) {
 // 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 ruleFix(problem) {
+  const supported = problem.resolution?.kind === 'rule_review' && Boolean(problem.rule);
+  return { label: problem.short ?? 'Stopped by a rule', text: sentence(problem.message),
+    todo: supported ? 'Review this rule and the job facts, then reopen the job to check again.' : 'The rule resolution is unavailable. Reopen this job after an administrator restores it.',
+    go: supported ? 'rule' : null, rule: problem.rule ?? null,
+  };
+}
+
 function draftFix(problem) {
+  if (problem.resolution?.kind === 'rule_review') return ruleFix(problem);
   const code = problem.code ?? '';
   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.');
@@ -141,7 +155,7 @@ function draftFix(problem) {
 // Where a fix's link goes: Flow's invoice, the job in the work system, a
 // Flow settings page, `review`: the job's Review sidecar, or `choose`: Make
 // invoice and Link invoice buttons (jobs.js draws them).
-export const GO = ['invoice', 'work', 'price-list', 'invoicing-settings', 'integrations', 'review', 'choose'];
+export const GO = ['invoice', 'work', 'price-list', 'rule', 'integrations', 'review', 'choose'];
 
 // What a person must fix on a job, in order: [{ label, text, todo, go }];
 // `todo` is null when the buttons are the instruction.
@@ -151,12 +165,8 @@ export const GO = ['invoice', 'work', 'price-list', 'invoicing-settings', 'integ
 export function fixes(o) {
   if (invoiceStage(o) !== 'problem') return [];
   const found = [];
-  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, Rules.', go: 'invoicing-settings',
-    })));
-  }
+  if (PROBLEM_VIEWS.includes(o.view)) found.push(...(o.reasons ?? []).map((r) => reasonFix(r, o)));
+  found.push(...(o.waitingRules ?? []).map(ruleFix));
   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.', go: 'invoice' });
   }
@@ -164,7 +174,7 @@ export function fixes(o) {
   found.push(...(o.invoiceProblems ?? []).filter((p) => !(held && p.code === 'job_review')).map((p) => draftFix(p)));
   const seen = new Set();
   return found.filter((f) => {
-    const key = `${f.label}\u0000${f.text}`;
+    const key = `${f.rule ?? ''}\u0000${f.label}\u0000${f.text}`;
     if (seen.has(key)) return false;
     seen.add(key);
     return true;

package/server/ui/job-change.js

@@ -16,6 +16,16 @@ const lineFull = (line, money) => `${lineText(line)} · ${line.quantity} × ${li
 // [{ field, was, now }] in plain words. `money` formats cents.
 export function changeRows(change, money) {
   const rows = [];
+  if (change.sourceReview) {
+    const { sourceTotals, reconstructed } = change.sourceReview;
+    return [['Subtotal', 'subtotalCents'], ['GST', 'taxCents'], ['Total', 'totalCents']].map(([field, key]) => {
+      const source = sourceTotals?.[key];
+      const flow = reconstructed[key];
+      const delta = source == null || flow == null ? null : flow - source;
+      return { field, was: source == null ? 'Not supplied' : money(source), now: flow == null ? 'Unknown' : money(flow),
+        difference: delta == null ? 'Unknown' : delta === 0 ? 'Same' : `${delta > 0 ? '+' : '−'}${money(Math.abs(delta))}`, num: true };
+    });
+  }
   if (change.contact) rows.push({ field: 'Client', was: change.contact.was ?? '—', now: change.contact.now ?? '—' });
   for (const line of change.lines ?? []) {
     const at = `Line ${line.position}`;
@@ -36,6 +46,7 @@ export function changeRows(change, money) {
 // The sentence after "Problem." One fact per sentence.
 export function changeSummary(change, rowCount) {
   const system = change.systemName ?? 'the work system';
+  if (change.sourceReview) return 'Check the source invoice amounts.';
   const count = `${rowCount} ${rowCount === 1 ? 'change' : 'changes'}.`;
   if (change.canAdopt) return `Changed in ${system}. ${count}`;
   if (change.sent) return `Changed in ${system} after sending. ${count}`;
@@ -48,44 +59,73 @@ export function jobChangeBanner(ui, change, { money, onAccept = null, onRecheck
   const { h } = ui;
   const system = change.systemName ?? 'the work system';
   const rows = changeRows(change, money);
-  const order = change.sourceInvoiceRef ? `Order #${change.sourceInvoiceRef}` : null;
+  const source = change.sourceReview;
+  const order = change.sourceInvoiceRef ? `${source ? 'Invoice' : 'Order'} #${change.sourceInvoiceRef}` : null;
   const link = change.link
     ? h('a', {
       class: 'fx-btn fx-btn--sm', href: change.link.url, target: '_blank', rel: 'noopener noreferrer',
       title: change.link.exact ? `Opens this job in ${system}.` : `Opens ${system}. Find ${order ?? 'the job'} there.`,
-    }, `Open in ${system} ↗`)
+    }, source ? (change.link.exact ? `Open job in ${system} ↗` : `Open ${system} ↗`) : `Open in ${system} ↗`)
     : null;
   const accept = change.canAccept && onAccept
     ? h('button', { class: 'fx-btn fx-btn--sm fx-btn--primary', type: 'button', 'data-action': 'accept', title: `This invoice takes the Now in ${system} column.`, onclick: onAccept }, 'Accept change')
     : null;
-  const recheck = onRecheck
+  const recheck = onRecheck && change.canRecheck !== false
     ? h('button', {
-      class: 'fx-btn fx-btn--sm fx-btn--icon fx-change__recheck', type: 'button', title: `Check ${system} again`, 'aria-label': `Check ${system} again`,
+      class: `fx-btn fx-btn--sm${source ? '' : ' fx-btn--icon fx-change__recheck'}`, type: 'button', title: `Read this job from ${system} again. Nothing is sent.`, 'aria-label': source ? 'Recheck' : `Check ${system} again`,
       onclick: async (event) => {
         const button = event.currentTarget;
         button.disabled = true;
         button.classList.add('is-busy');
-        try { await onRecheck(); } finally { button.disabled = false; button.classList.remove('is-busy'); }
+        button.setAttribute('aria-busy', 'true');
+        try { await onRecheck(); } finally { button.disabled = false; button.classList.remove('is-busy'); button.removeAttribute('aria-busy'); }
       },
-    }, h('span', { class: 'fx-lucide', style: '--icon: url(/assets/icons/refresh-cw.svg)', 'aria-hidden': 'true' }))
+    }, source ? 'Recheck' : h('span', { class: 'fx-lucide', style: '--icon: url(/assets/icons/refresh-cw.svg)', 'aria-hidden': 'true' }))
     : null;
   const body = h('tbody', {});
+  const cell = (area, label, value, num) => h('td', {
+    class: num ? 'fx-num' : '', ...(source ? { 'data-area': area, 'data-label': label } : {}),
+  }, value);
   const draw = (all) => body.replaceChildren(...(all ? rows : rows.slice(0, FIRST_ROWS)).map((row) => h('tr', {},
-    h('th', { scope: 'row' }, row.field),
-    h('td', { class: `fx-change__was${row.num ? ' fx-num' : ''}` }, row.was),
-    h('td', { class: `fx-change__now${row.num ? ' fx-num' : ''}` }, row.now))));
+    source ? cell('field', 'Amount', row.field) : h('th', { scope: 'row' }, row.field),
+    source ? cell('source', 'Source invoice', row.was, true) : h('td', { class: `fx-change__was${row.num ? ' fx-num' : ''}` }, row.was),
+    source ? cell('flow', 'Flow job lines', row.now, true) : h('td', { class: `fx-change__now${row.num ? ' fx-num' : ''}` }, row.now),
+    source ? cell('difference', 'Difference', row.difference, true) : null)));
   draw(false);
+  const table = h('table', { class: 'fx-change__table' },
+    h('thead', {}, h('tr', {}, h('th', { scope: 'col' }, source ? 'Amount' : 'Field'),
+      h('th', { scope: 'col' }, source ? 'Source invoice' : 'Was'),
+      h('th', { scope: 'col' }, source ? 'Flow job lines' : `Now in ${system}`),
+      source ? h('th', { scope: 'col' }, 'Difference') : null)), body);
+  if (source) ui.cardRows(table, { areas: ['field field', 'source flow', 'difference difference'], columns: 'repeat(2, minmax(0, 1fr))' });
+  const inFlow = (href, label) => h('a', { class: 'fx-btn fx-btn--sm', href, onclick: (event) => ui.go(event) }, label);
+  const sourceSteps = source ? h('div', { class: 'fx-change__steps' },
+    h('p', { class: 'fx-change__note' }, `Source invoice: ${change.sourceInvoiceRef ?? 'Not supplied'}.${change.caseRef ? ` Case: ${change.caseRef}.` : ''}`),
+    h('p', {}, 'Flow cannot tell which amount is wrong.'),
+    h('p', { class: 'fx-change__note' }, 'Difference = Flow job lines minus source invoice. Do not divide a source invoice total between jobs.'),
+    source.unknownTaxLines.length ? h('p', {}, `Tax is unknown on ${source.unknownTaxLines.map((line) => `line ${line.position}${line.description ? ` (${line.description})` : ''}`).join(', ')}. Flow cannot calculate GST or the total.`) : null,
+    h('ol', {},
+      h('li', {}, change.link?.exact ? `Open the job in ${system}, then check its linked invoice.` : `Open ${system}${change.link ? ' with its link' : ' separately'}. Find ${change.caseRef ? `case ${change.caseRef}` : order ?? 'the linked job'}, then check the source invoice.`),
+      h('li', {}, 'Check each price, quantity, discount and tax value against the source facts.'),
+      h('li', {}, 'Correct only facts you can verify. Do not choose tax only to remove this difference.'),
+      h('li', {}, 'If a Flow mapping is wrong, correct it in Price codes or Price list.'),
+      h('li', {}, change.canRecheck === false ? 'Ask an administrator to restore the source connection, then return here.' : 'Return here and select Recheck. Flow reads the source again. It does not send this invoice.')),
+    h('div', { class: 'fx-change__acts' }, inFlow('/invoicing-settings/price-codes', 'Price codes'), inFlow('/price-list', 'Price list')),
+    change.canRecheck === false ? h('p', {}, `Flow cannot read this job from ${system}.`) : null,
+    h('details', {}, h('summary', {}, 'Saved invoice'),
+      h('p', {}, 'These saved Flow amounts do not change when you recheck.'),
+      h('dl', { class: 'fx-facts' }, [['Subtotal', 'subtotalCents'], ['GST', 'taxCents'], ['Total', 'totalCents']].flatMap(([label, key]) => [h('dt', {}, label), h('dd', {}, money(source.savedInvoice[key]))])),
+      change.seenAt ? h('p', { class: 'fx-change__note' }, `Last source report: ${new Date(change.seenAt).toLocaleString('en-AU')}.`) : null)) : null;
   const more = rows.length > FIRST_ROWS
     ? h('button', { class: 'fx-btn fx-btn--ghost fx-btn--sm', type: 'button', onclick: (event) => { draw(true); event.currentTarget.remove(); } }, `Show all ${rows.length}`)
     : null;
-  return applyPhoneRule(h('section', { class: 'fx-change', role: 'alert' },
+  return applyPhoneRule(h('section', { class: 'fx-change', role: 'alert', 'aria-label': source ? 'Source invoice comparison' : 'Job comparison' },
     h('div', { class: 'fx-change__head' },
       h('p', {}, h('strong', {}, 'Problem.'), ' ', changeSummary(change, rows.filter((row) => row.field !== 'Total').length)),
       h('div', { class: 'fx-change__acts' }, link, accept, recheck)),
-    !change.link && order ? h('p', { class: 'fx-change__note' }, `Find ${order} in ${system} to fix it there.`) : null,
-    rows.length ? h('div', { class: 'fx-change__scroll' }, h('table', { class: 'fx-change__table' },
-      h('thead', {}, h('tr', {}, h('th', { scope: 'col' }, 'Field'), h('th', { scope: 'col' }, 'Was'), h('th', { scope: 'col' }, `Now in ${system}`))),
-      body)) : null,
+    !source && !change.link && order ? h('p', { class: 'fx-change__note' }, `Find ${order} in ${system} to fix it there.`) : null,
+    rows.length ? h('div', { class: 'fx-change__scroll' }, table) : null,
+    sourceSteps,
     more), 'jobChangeBanner');
 }
 
@@ -114,9 +154,17 @@ export function jobChangeReview(ui, change, { money, canAccept = false, unsaved
     },
     // Reads this one job from the work system again, then every check runs.
     onRecheck: async () => {
+      if (unsaved()) {
+        toast('Save or discard your changes before Recheck.', 'danger');
+        return;
+      }
       try {
         const res = await flow(`/api/invoicing/jobs/${change.jobId}/recheck`, { method: 'POST', body: '{}' });
-        toast(res.invoice?.jobChange ? `Still changed in ${system}.` : 'Fixed. It matches now.', res.invoice?.jobChange ? 'danger' : 'success');
+        const pending = Boolean(res.invoice?.jobChange || res.invoice?.problems?.length);
+        const cached = res.outcome === 'fresh';
+        toast(cached ? `No new source read. Try again in ${res.retryAfterSeconds ?? 10} seconds.`
+          : pending ? 'Still pending. Check the comparison and the remaining problems.'
+            : 'Source check complete. No invoice problem remains.', cached ? 'info' : pending ? 'danger' : 'success');
         if (res.invoice) await done(res.invoice);
       } catch (error) {
         toast(error.message, 'danger');

package/server/ui/jobs.js

@@ -1136,7 +1136,7 @@ export async function renderJobs(main, ui) {
       ? link({ href: `/invoices/${o.invoiceId}`, onclick: (event) => { close(); ui.go(event); } },
         `${o.invoiceStatus === 'draft' ? 'Draft' : 'Invoice'} ${o.invoiceNumber ?? ''}`.trim() + (stage ? ` · ${INVOICE_STAGES[stage]}` : ''))
       : choose ? h('span', { class: 'fx-task__none' }, svg(WARN_ICON), 'Needs invoice')
-        : stage ? INVOICE_STAGES[stage] : o ? 'Not ready to invoice' : 'No invoice yet';
+        : stage === 'drafted' ? 'Not drafted' : stage ? INVOICE_STAGES[stage] : o ? 'Not ready to invoice' : 'No invoice yet';
     const rest = found.filter((f) => f.go !== 'choose');
     // What to fix: one chip a problem, beside the stage, so the panel keeps
     // one layout with or without a fix. A chip is a toggle: a click opens
@@ -1181,7 +1181,7 @@ export async function renderJobs(main, ui) {
     }
     // Each fix's link: Flow's own invoice, the job in the work system, or
     // the Flow page where the fix is made (job-board.js GO).
-    function fixLink(go, tip = null) {
+    function fixLink(go, tip = null, rule = null) {
       const button = (icon, text, attrs) => h(attrs.href ? 'a' : 'button', {
         class: 'fx-btn fx-btn--sm fx-btn--primary fx-task__fixgo', title: tip, ...(attrs.href ? {} : { type: 'button' }), ...attrs,
       }, lucide(h, icon), text);
@@ -1189,7 +1189,7 @@ export async function renderJobs(main, ui) {
       if ((go === 'review' || go === 'invoice') && o?.invoiceId) return inFlow('file-text', `/invoices/${o.invoiceId}`, 'Invoice');
       if (go === 'work' && job.link?.url) return button('external-link', system, { href: job.link.url, target: '_blank', rel: 'noopener' });
       if (go === 'price-list') return inFlow('tag', '/price-list', 'Price list');
-      if (go === 'invoicing-settings') return inFlow('list-checks', '/invoicing-settings', 'Rules');
+      if (go === 'rule' && rule) return inFlow('list-checks', `/invoicing-settings/invoices?rule=${encodeURIComponent(rule)}`, 'Review rule');
       if (go === 'integrations' && ui.me?.person?.role === 'owner') return inFlow('plug', '/integrations', 'Integrations');
       return null;
     }
@@ -1230,7 +1230,7 @@ export async function renderJobs(main, ui) {
         return h('section', { class: 'fx-task__fixitem', 'aria-label': f.label }, reviewBody);
       }
       return h('section', { class: 'fx-task__fixitem', 'aria-label': f.label },
-        h('strong', {}, f.label), h('p', {}, f.text), f.todo ? h('p', { class: 'fx-dim' }, f.todo) : null, fixLink(f.go));
+        h('strong', {}, f.label), h('p', {}, f.text), f.todo ? h('p', { class: 'fx-dim' }, f.todo) : null, fixLink(f.go, null, f.rule));
     }
     const sideButton = h('button', {
       class: 'fx-btn fx-btn--ghost fx-btn--icon', type: 'button', 'aria-label': 'Side panel', title: 'Side panel', 'aria-pressed': 'false',

package/server/ui/nav-pins.js

@@ -1,9 +1,10 @@
 // Which sidebar pages a person has pinned. Stored with the account in
 // people.views.nav (PUT /api/me/views/nav). No table of its own.
-// Jobs and Invoices stay pinned: a request that leaves them out is saved
+// Home, Jobs and Invoices stay pinned: a request that leaves them out is saved
 // with them put back. A page Flow does not know is dropped.
 
 export const NAV_PAGES = Object.freeze([
+  'home',
   'jobs',
   'captures',
   'invoices',
@@ -16,12 +17,13 @@ export const NAV_PAGES = Object.freeze([
   'integrations',
 ]);
 
-export const NAV_LOCKED = Object.freeze(['jobs', 'invoices']);
+export const NAV_LOCKED = Object.freeze(['home', 'jobs', 'invoices']);
 
-// Today's sidebar, before a person has chosen: daily work (Jobs, Capture,
+// Today's sidebar, before a person has chosen: Home, daily work (Jobs, Capture,
 // Invoices, Contacts, Reconcile), Price list and Rules. Automations, Custom fields
 // and Integrations start in More.
 export const NAV_DEFAULT = Object.freeze([
+  'home',
   'jobs',
   'captures',
   'invoices',

package/server/ui/reconcile.js

@@ -470,13 +470,15 @@ async function renderGap(main, ui, id) {
       };
     });
     results.replaceChildren(...[
-      job.open ? null : h('p', { class: 'fx-notice' }, 'This job has an invoice already.'),
+      job.open || job.unclear ? null : h('p', { class: 'fx-notice' }, 'This job has an invoice already.'),
       candidates.length ? compareView({ ours: jobFacts(job), oursTitle: 'This job', oursSub: system, candidates })
         : h('p', { class: 'fx-empty' }, q.trim() ? 'No Flow invoice matches the search.' : 'Flow found no invoice that may be for this job. Find one, or make it.'),
     ].flat().filter(Boolean));
     actions.replaceChildren(...[
       skip(),
-      canAct && job.open ? h('button', {
+      // An unclear job (a voided or deleted Xero link) is not open to a link,
+      // but Make invoice settles it.
+      canAct && (job.open || job.unclear) ? h('button', {
         class: `fx-btn${candidates.some((c) => c.best) ? '' : ' fx-btn--primary'}`, type: 'button',
         onclick: () => act(async () => {
           if (job.unclear) await flow(`/api/invoicing/jobs/${job.id}/no-invoice`, { method: 'POST', body: '{}' });

package/server/ui/routes.js

@@ -22,7 +22,7 @@ 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(['sync-status.js', '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', 'captures.js', 'capture-fields.js', 'pager.js', 'nav-pins.js', 'flow-mark.svg']);
+export const UI_FILES = new Set(['sync-status.js', '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', 'home.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', 'captures.js', 'capture-fields.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';