{ "version": 3, "sources": ["/cdn/shop/t/4/assets/ims-accounts.js?bust=20260709"], "sourcesContent": ["// StockMaestro Accounts Module v3.0 \u2014 Build 3\n(function(){\n 'use strict';\n const db=()=>window.SM.DB, ui=()=>window.SM.UI, util=()=>window.SM.UTIL;\n\n function initTabs(){\n const tabs=document.getElementById('ims-acc-tabs');\n if(!tabs)return;\n // Set the click handlers up once only. This ran on every visit to\n // Accounts, adding another set each time, so after a few visits one\n // click loaded the same tab several times over.\n if(tabs.dataset.bound)return;\n tabs.dataset.bound='1';\n // The Courier invoices tab is added here, so ims-system.liquid needs no change.\n if(!tabs.querySelector('[data-tab=\"courier\"]')){\n const t=document.createElement('div'); t.className='ims__tab'; t.dataset.tab='courier'; t.textContent='Courier invoices';\n const after=tabs.querySelector('[data-tab=\"claims\"]');\n if(after) after.insertAdjacentElement('afterend',t); else tabs.appendChild(t);\n }\n tabs.querySelectorAll('.ims__tab').forEach(tab=>{\n tab.addEventListener('click',()=>{\n tabs.querySelectorAll('.ims__tab').forEach(t=>t.classList.remove('ims__tab--active'));\n tab.classList.add('ims__tab--active');\n loadTab(tab.dataset.tab);\n });\n });\n }\n\n function loadTab(tab){\n switch(tab){\n case 'overview': loadOverview(); break;\n case 'invoices': loadInvoices(); break;\n case 'notes': loadNotes(); break;\n case 'payables': loadPayables(); break;\n case 'receivables': loadReceivables(); break;\n case 'transactions': loadTransactions(); break;\n case 'claims': loadClaims(); break;\n case 'vat': loadVAT(); break;\n case 'courier': loadCourierInvoices(); break;\n }\n }\n\n // \u2500\u2500\u2500 COURIER INVOICE CHECK \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n // A courier's invoice is entered from its PDF (deliveries, fuel, VAT,\n // total), and its lines imported from the courier's Excel or CSV export.\n // Each line is matched to our shipment (courier order no., tracking no.,\n // or postcode + name + date) and compared with the charge StockMaestro\n // expected (before fuel). Fuel is checked once, on the total. Disputed\n // lines export as a sheet to send to the courier.\n const _ciDb = () => window.supabase.createClient(window.IMS_SUPABASE_URL, window.IMS_SUPABASE_ANON_KEY);\n const _ci2 = n => Math.round((Number(n) || 0) * 100) / 100;\n const _ciPc = v => String(v || '').toUpperCase().replace(/\\s+/g, '');\n const _ciToday = () => new Date().toISOString().split('T')[0];\n const _ciAddDays = (d, n) => { const x = new Date(d + 'T12:00:00Z'); x.setUTCDate(x.getUTCDate() + n); return x.toISOString().split('T')[0]; };\n const CI_RESULT = {\n correct: ['success', 'Correct'], over: ['danger', 'Overcharged'], under: ['warning', 'Undercharged'],\n likely: ['info', 'Likely match: confirm'], not_ours: ['neutral', 'Not ours?'], duplicate: ['danger', 'Billed twice'],\n not_checked: ['warning', 'Not checked']\n };\n let _ciImport = null;\n\n async function loadCourierInvoices() {\n const content = document.getElementById('ims-acc-content'); if (!content) return;\n const db_ = _ciDb();\n const [{ data: invs, error }, { data: lines }, { data: pays }] = await Promise.all([\n db_.from('courier_invoices').select('*, couriers(name)').eq('company_id', window.SM.AUTH.company?.id).order('invoice_date', { ascending: false }),\n db_.from('courier_invoice_lines').select('invoice_id,result').eq('company_id', window.SM.AUTH.company?.id),\n db_.from('courier_invoice_payments').select('invoice_id,amount').eq('company_id', window.SM.AUTH.company?.id)\n ]);\n const balOf = i => _ci2((Number(i.total) || 0) - (pays || []).filter(p => p.invoice_id === i.id).reduce((t, p) => t + (Number(p.amount) || 0), 0));\n if (error) { content.innerHTML = `
Courier invoices could not be loaded (${util().sanitize(error.message)}).
`; return; }\n const tally = {}; (lines || []).forEach(l => { const t = tally[l.invoice_id] = tally[l.invoice_id] || {}; t[l.result || 'none'] = (t[l.result || 'none'] || 0) + 1; });\n content.innerHTML = `\n
\n
Check each courier invoice against what StockMaestro expected, before paying it.
\n \n
\n
\n \n ${(invs || []).map(i => { const t = tally[i.id] || {}; const n = Object.values(t).reduce((a, b) => a + b, 0);\n const issues = (t.over || 0) + (t.duplicate || 0) + (t.not_ours || 0) + (t.likely || 0) + (t.not_checked || 0);\n return `\n \n \n \n \n \n \n \n \n `; }).join('') || ''}\n
CourierInvoiceDatePeriodTotalBalanceCheckStatus
${util().sanitize(i.couriers?.name || '-')}${util().sanitize(i.invoice_number)}${i.invoice_date ? util().formatDate(i.invoice_date) : '-'}${i.period_from ? util().formatDate(i.period_from) : '-'} to ${i.period_to ? util().formatDate(i.period_to) : '-'}${util().formatCurrency(i.total)}${i.status === 'approved' ? util().formatCurrency(balOf(i)) : '-'}${!n ? 'No lines yet' : issues ? `${issues} to look at of ${n}` : `All ${n} correct`}${(() => { if (i.status === 'cancelled') return `Cancelled${i.replaced_by ? `: replaced by ${util().sanitize(i.replaced_by)}` : ''}`;\n if (i.status !== 'approved') return `${i.status === 'checking' ? 'Checking' : 'Disputed'}`;\n const b = balOf(i); return b <= 0.005 ? 'Paid' : b < (Number(i.total) || 0) - 0.005 ? 'Approved, part paid' : 'Approved'; })()}
No courier invoices yet
`;\n }\n\n // The fuel % on the courier's rate card in force on a date (0 if none).\n async function _ciCardFuel(courierId, date) {\n const { data } = await _ciDb().from('courier_rate_cards').select('fuel_pct,valid_from').eq('courier_id', courierId).order('valid_from', { ascending: false });\n const c = (data || []).find(x => String(x.valid_from) <= (date || _ciToday()));\n return c ? Number(c.fuel_pct) || 0 : null;\n }\n\n async function newCourierInvoice() {\n const { data: couriers } = await db().select('couriers', { eq: { is_active: true }, order: { col: 'name' } });\n const g = id => `onchange=\"window.IMS_ACCOUNTS.ciFormCalc('${id}')\" oninput=\"window.IMS_ACCOUNTS.ciFormCalc('${id}')\"`;\n ui().openModal('New courier invoice', `\n
\n
\n
\n
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\n
\n
\n
\n
\n
\n
\n
`, `\n \n `, 'lg');\n }\n // Pre-fill the fuel % from the rate card (the invoice's own % can be typed over it).\n async function ciFormFuel() {\n const courierId = document.getElementById('ims-ci-courier')?.value; if (!courierId) return;\n const date = document.getElementById('ims-ci-to')?.value || document.getElementById('ims-ci-date')?.value;\n const pct = await _ciCardFuel(courierId, date);\n const hint = document.getElementById('ims-ci-fuelhint'), el = document.getElementById('ims-ci-fuelpct');\n if (hint) hint.textContent = pct === null ? 'No rate card for this courier' : `Rate card: ${pct}%. Type the % the invoice shows.`;\n if (el && el.value === '' && pct !== null) { el.value = pct; ciFormCalc('pct'); }\n }\n // Keep fuel, VAT and total in step while typing (each can still be typed over).\n function ciFormCalc(changed) {\n const v = id => parseFloat(document.getElementById(id)?.value) || 0, set = (id, n) => { const el = document.getElementById(id); if (el) el.value = _ci2(n).toFixed(2); };\n if (changed === 'net' || changed === 'pct') set('ims-ci-fuel', v('ims-ci-net') * v('ims-ci-fuelpct') / 100);\n if (['net', 'pct', 'fuel'].includes(changed)) set('ims-ci-vat', (v('ims-ci-net') + v('ims-ci-fuel')) * 0.2);\n if (changed !== 'total') set('ims-ci-total', v('ims-ci-net') + v('ims-ci-fuel') + v('ims-ci-vat'));\n }\n async function saveCourierInvoice(btn) {\n const val = id => document.getElementById(id)?.value?.trim() || '';\n const num = id => _ci2(parseFloat(val(id)) || 0);\n const courierId = val('ims-ci-courier'), number = val('ims-ci-number');\n if (!courierId || !number) { ui().toast('Please choose the courier and enter the invoice number', 'error'); return; }\n if (!(num('ims-ci-net') > 0)) { ui().toast('Please enter the deliveries amount from the invoice', 'error'); return; }\n if (btn) { btn.disabled = true; }\n const db_ = _ciDb(), co = window.SM.AUTH.company?.id;\n const { data: inv, error } = await db_.from('courier_invoices').insert({\n company_id: co, courier_id: courierId, invoice_number: number, invoice_date: val('ims-ci-date') || null,\n period_from: val('ims-ci-from') || null, period_to: val('ims-ci-to') || null,\n deliveries_net: num('ims-ci-net'), fuel_pct: num('ims-ci-fuelpct'), fuel_amount: num('ims-ci-fuel'),\n vat_amount: num('ims-ci-vat'), total: num('ims-ci-total'),\n created_by: window.SM.AUTH.user?.id || null, created_by_name: window.SM.AUTH.user?.name || null\n }).select('*').single();\n if (error) {\n if (btn) btn.disabled = false;\n ui().toast(/duplicate|unique/i.test(error.message) ? `Invoice ${number} for this courier has already been entered` : `Not saved: ${error.message}`, 'error', 8000);\n return;\n }\n const file = document.getElementById('ims-ci-pdf')?.files?.[0];\n if (file) {\n if (file.size > 10 * 1024 * 1024) ui().toast('The PDF is over 10 MB, so it was not attached. The invoice is saved.', 'warning', 8000);\n else {\n const path = `${co}/${inv.id}/${Date.now()}_${file.name.replace(/[^A-Za-z0-9._-]+/g, '_').slice(-80)}`;\n const { error: upErr } = await db_.storage.from('courier-invoices').upload(path, file, { contentType: file.type || undefined });\n if (upErr) ui().toast(`The invoice is saved, but the PDF could not be attached (${upErr.message})`, 'warning', 8000);\n else await db_.from('courier_invoices').update({ pdf_path: path }).eq('id', inv.id);\n }\n }\n ui().toast(`Invoice ${number} saved. Now import its lines.`, 'success');\n openCourierInvoice(inv.id);\n }\n\n // \u2500\u2500 Reading the courier's export (Excel or CSV) \u2500\u2500\n function _ciLoadXlsx() {\n if (window.XLSX) return Promise.resolve(window.XLSX);\n return new Promise((resolve, reject) => {\n const sc = document.createElement('script');\n sc.src = 'https://cdnjs.cloudflare.com/ajax/libs/xlsx/0.18.5/xlsx.full.min.js';\n sc.onload = () => resolve(window.XLSX);\n sc.onerror = () => reject(new Error('The Excel reader could not be loaded. Save the file as CSV and import that instead.'));\n document.head.appendChild(sc);\n });\n }\n async function _ciReadTable(file) {\n const ext = (file.name.split('.').pop() || '').toLowerCase();\n if (ext === 'csv') { const { headers, rows } = util().parseCSV(await file.text()); return { headers: headers.map(h => String(h).trim()), rows }; }\n if (!['xlsx', 'xls'].includes(ext)) throw new Error('Please choose the courier\\'s Excel (.xlsx) or CSV file');\n const X = await _ciLoadXlsx();\n const wb = X.read(await file.arrayBuffer(), { type: 'array', cellDates: true });\n const arr = X.utils.sheet_to_json(wb.Sheets[wb.SheetNames[0]], { header: 1, raw: true, defval: '' });\n return { headers: (arr[0] || []).map(h => String(h).trim()), rows: arr.slice(1).filter(r => r.some(c => String(c).trim() !== '')) };\n }\n function _ciDate(v) {\n if (v instanceof Date && !isNaN(v)) return new Date(v.getTime() + 12 * 3600e3).toISOString().split('T')[0];\n if (typeof v === 'number' && v > 20000 && v < 80000) return new Date(Math.round((v - 25569) * 86400e3) + 12 * 3600e3).toISOString().split('T')[0];\n const t = String(v || '').trim(); let m;\n if ((m = t.match(/^(\\d{1,2})[\\/.-](\\d{1,2})[\\/.-](\\d{2,4})/))) { const y = m[3].length === 2 ? '20' + m[3] : m[3]; return `${y}-${m[2].padStart(2, '0')}-${m[1].padStart(2, '0')}`; }\n if ((m = t.match(/^(\\d{4})-(\\d{2})-(\\d{2})/))) return `${m[1]}-${m[2]}-${m[3]}`;\n return null;\n }\n // Each field tries its patterns in order of preference, so a column like\n // V1's \"Cost From\" (which holds \"Internal\") is never taken for the charge\n // when a \"Value\" column exists.\n const CI_FIELDS = [\n ['order', 'Courier order no.', [/^order\\.?$/i, /^order\\s*(no|number|ref|id)\\.?$/i, /^(consignment|job|booking)(\\s*(no|number|ref))?\\.?$/i]],\n ['tracking', 'Tracking no.', [/^tracking(\\s*(no|number|id|ref))?\\.?$/i, /track/i]],\n ['name', 'Customer name', [/^customer\\s*name$/i, /^(customer|consignee|recipient|name)$/i, /(customer|consignee|recipient)/i]],\n ['postcode', 'Postcode', [/^post\\s*code$/i, /post\\s*code|zip/i]],\n ['date', 'Date', [/^run\\s*date$/i, /^deliver(y|ed)\\s*date$/i, /^date$/i, /date/i]],\n ['qty', 'Quantity', [/^(qty|quantity)$/i, /^(items|pieces|parcels)$/i]],\n ['weight', 'Weight', [/^weight(\\s*\\(?kg\\)?)?$/i, /weight|kg/i]],\n ['charge', 'Charge (before fuel)', [/^value$/i, /^charge$/i, /^(amount|net|net\\s*amount)$/i, /^price$/i, /^(cost|total\\s*cost)$/i]]\n ];\n\n async function _ciLocked(invoiceId) {\n const { data } = await _ciDb().from('courier_invoices').select('status').eq('id', invoiceId).maybeSingle();\n if (data?.status === 'approved') { ui().toast('This invoice is approved, so its lines are locked. Undo the approval first.', 'warning', 7000); return true; }\n if (data?.status === 'cancelled') { ui().toast('This invoice is cancelled, so its lines are locked. Reinstate it first.', 'warning', 7000); return true; }\n return false;\n }\n async function importInvoiceLines(invoiceId, input) {\n const file = input?.files?.[0]; if (!file) return; input.value = '';\n if (await _ciLocked(invoiceId)) return;\n let table;\n try { table = await _ciReadTable(file); } catch (e) { ui().toast(e.message, 'error', 9000); return; }\n if (!table.headers.length || !table.rows.length) { ui().toast('No lines found in that file', 'error'); return; }\n const { data: inv } = await _ciDb().from('courier_invoices').select('courier_id').eq('id', invoiceId).single();\n const { data: cr } = await _ciDb().from('couriers').select('invoice_columns').eq('id', inv.courier_id).maybeSingle();\n const saved = cr?.invoice_columns || {};\n const guess = {};\n CI_FIELDS.forEach(([k, , patterns]) => {\n const s = saved[k] ? table.headers.indexOf(saved[k]) : -1;\n if (s >= 0) { guess[k] = s; return; }\n guess[k] = -1;\n for (const re of patterns) {\n const i = table.headers.findIndex((h, idx) => re.test(h) && !Object.values(guess).includes(idx));\n if (i >= 0) { guess[k] = i; break; }\n }\n });\n _ciImport = { invoiceId, courierId: inv.courier_id, fileName: file.name, ...table };\n const opt = sel => `` + table.headers.map((h, i) => ``).join('');\n ui().openModal(`Import lines: ${util().sanitize(file.name)}`, `\n
${table.rows.length} lines found. Check which column holds what (remembered for this courier next time). Postcode and charge are needed; the courier order no. gives the most exact matching.
\n
\n ${CI_FIELDS.map(([k, label]) => `
`).join('')}\n
`, `\n \n `, 'lg');\n }\n async function confirmImportLines(btn) {\n const im = _ciImport; if (!im) return;\n const col = {}; CI_FIELDS.forEach(([k]) => { col[k] = parseInt(document.getElementById('ims-ci-col-' + k)?.value ?? '-1', 10); });\n if (col.postcode < 0 || col.charge < 0) { ui().toast('Please choose the postcode and charge columns', 'error'); return; }\n if (btn) btn.disabled = true;\n const cell = (r, k) => col[k] >= 0 ? r[col[k]] : '';\n const num = v => { const n = parseFloat(String(v ?? '').replace(/[\u00A3,\\s]/g, '')); return isNaN(n) ? null : n; };\n const co = window.SM.AUTH.company?.id;\n const rows = im.rows.map((r, i) => ({\n company_id: co, invoice_id: im.invoiceId, line_no: i + 1,\n courier_order_ref: String(cell(r, 'order') || '').trim() || null, tracking: String(cell(r, 'tracking') || '').trim() || null,\n customer_name: String(cell(r, 'name') || '').trim() || null, postcode: String(cell(r, 'postcode') || '').trim().toUpperCase() || null,\n run_date: col.date >= 0 ? _ciDate(cell(r, 'date')) : null, quantity: num(cell(r, 'qty')), weight: num(cell(r, 'weight')),\n charge: _ci2(num(cell(r, 'charge')) || 0)\n })).filter(l => l.postcode || l.courier_order_ref || l.charge);\n const db_ = _ciDb();\n await db_.from('courier_invoice_lines').delete().eq('invoice_id', im.invoiceId);\n const { error } = await db_.from('courier_invoice_lines').insert(rows);\n if (error) { if (btn) btn.disabled = false; ui().toast('The lines could not be saved: ' + error.message, 'error', 9000); return; }\n const mapNames = {}; CI_FIELDS.forEach(([k]) => { if (col[k] >= 0) mapNames[k] = im.headers[col[k]]; });\n await db_.from('couriers').update({ invoice_columns: mapNames }).eq('id', im.courierId);\n await db_.from('courier_invoices').update({ lines_file_name: im.fileName }).eq('id', im.invoiceId);\n _ciImport = null;\n await runCourierCheck(im.invoiceId);\n openCourierInvoice(im.invoiceId);\n }\n\n // \u2500\u2500 The check \u2500\u2500\n function _ciNameMatch(a, b) {\n const tok = s => String(s || '').toLowerCase().replace(/[^a-z\\s]/g, ' ').split(/\\s+/).filter(w => w.length >= 3);\n const A = tok(a), B = tok(b);\n return A.length && B.length && A.some(w => B.includes(w));\n }\n // What a delivery should have cost (before fuel). Saved with the shipment\n // since automatic charges were added; for older deliveries it is worked\n // out now from the rate card in force on the dispatch date (same rules as\n // \"Assign to courier\"). If it cannot be worked out, the line is \"Not\n // checked\" with the reason, never compared against a charge of 0 that\n // was never calculated.\n const _ciBlocking = /has no type|No price set|No zone found|No weight entered|for this courier/;\n async function _ciExpected(sh, courierId) {\n const bd = sh?.charge_breakdown;\n if (bd && bd.method === 'type_zone' && bd.base != null) return { value: _ci2(bd.base), how: `${bd.rate?.type || 'rate'}${bd.zone ? ', ' + bd.zone : ''}${(bd.extras || []).length ? ', extras ' + bd.extras.map(e => e.name).join(' + ') : ''}${bd.floor ? ', floor ' + bd.floor : ''} (before fuel)` };\n if (sh?.expected_charge != null) return { value: _ci2(sh.expected_charge), how: 'weight bands' };\n const calcFn = window.IMS_LOGISTICS?.calcExpectedForShipment;\n if (calcFn) {\n const calc = await calcFn({ courierId, orderId: sh.order_id, postcode: sh.orders?.postcode || '', date: String(sh.dispatched_at || '').split('T')[0] || undefined, weightKg: sh.weight_actual });\n if (calc) {\n const blocking = (calc.flags || []).filter(x => _ciBlocking.test(x));\n if (blocking.length || !calc.rateLine || calc.rateLine.price == null) return { notChecked: true, why: (blocking.length ? blocking : ['no price could be worked out']).join('; ') };\n return { value: _ci2(calc.base), how: `${calc.rateLine.type}${calc.zone ? ', ' + calc.zone.name : ''}${calc.extras.some(e => e.on) ? ', extras ' + calc.extras.filter(e => e.on).map(e => e.name).join(' + ') : ''} (before fuel; worked out now from the rate card, older shipment)` };\n }\n }\n if (!(Number(sh?.charge_amount) > 0)) return { notChecked: true, why: 'no charge was worked out for this delivery when it was sent' };\n return { value: _ci2(sh.charge_amount), how: 'the charge recorded at dispatch (older shipment)' };\n }\n async function runCourierCheck(invoiceId) {\n const db_ = _ciDb();\n const { data: inv } = await db_.from('courier_invoices').select('*').eq('id', invoiceId).single();\n if (inv?.status === 'approved' || inv?.status === 'cancelled') return; // locked\n const { data: lines } = await db_.from('courier_invoice_lines').select('*').eq('invoice_id', invoiceId).order('line_no', { ascending: true });\n const from = inv.period_from || _ciAddDays(inv.invoice_date || _ciToday(), -31), to = inv.period_to || inv.invoice_date || _ciToday();\n const refs = [...new Set((lines || []).map(l => l.courier_order_ref).filter(Boolean))];\n const sel = 'id,order_id,tracking_number,courier_order_ref,charge_amount,expected_charge,charge_breakdown,dispatched_at,weight_actual,orders(order_number,customer_name,postcode)';\n const [{ data: byDate }, { data: byRef }, { data: otherLines }] = await Promise.all([\n db_.from('shipments').select(sel).eq('courier_id', inv.courier_id).gte('dispatched_at', _ciAddDays(from, -14) + 'T00:00:00').lte('dispatched_at', _ciAddDays(to, 3) + 'T23:59:59'),\n refs.length ? db_.from('shipments').select(sel).eq('courier_id', inv.courier_id).in('courier_order_ref', refs) : { data: [] },\n db_.from('courier_invoice_lines').select('invoice_id,courier_order_ref,shipment_id').eq('company_id', inv.company_id).neq('invoice_id', invoiceId)\n ]);\n // Shipments linked by hand or confirmed are always loaded, whatever\n // their date (they may fall outside the date window searched above).\n const linkedIds = [...new Set((lines || []).filter(l => l.shipment_id && l.confirmed).map(l => l.shipment_id))];\n const { data: byLink } = linkedIds.length ? await db_.from('shipments').select(sel).in('id', linkedIds) : { data: [] };\n const ships = {}; [...(byDate || []), ...(byRef || []), ...(byLink || [])].forEach(x => { ships[x.id] = x; });\n const shipList = Object.values(ships);\n // A cancelled invoice (replaced by a corrected one) is history only: its\n // lines never make the replacement look \"billed twice\".\n const { data: otherInvs } = await db_.from('courier_invoices').select('id,invoice_number,status').eq('courier_id', inv.courier_id);\n const sameCourier = new Set((otherInvs || []).filter(i => i.status !== 'cancelled').map(i => i.id));\n const earlier = (otherLines || []).filter(l => sameCourier.has(l.invoice_id));\n const invNo = id => (otherInvs || []).find(i => i.id === id)?.invoice_number || 'another invoice';\n const used = new Set(), seenRef = new Set(), updates = [], learn = [];\n for (const l of (lines || [])) {\n let sh = null, matchType = null, conf = 'none';\n if (l.confirmed && l.shipment_id && ships[l.shipment_id]) { sh = ships[l.shipment_id]; matchType = l.match_type || 'manual'; conf = 'exact'; }\n if (!sh && l.courier_order_ref) { sh = shipList.find(x => x.courier_order_ref && x.courier_order_ref.toUpperCase() === l.courier_order_ref.toUpperCase() && !used.has(x.id)); if (sh) { matchType = 'order_no'; conf = 'exact'; } }\n if (!sh && l.tracking) { sh = shipList.find(x => x.tracking_number && x.tracking_number.toUpperCase() === l.tracking.toUpperCase() && !used.has(x.id)); if (sh) { matchType = 'tracking'; conf = 'exact'; } }\n if (!sh && l.postcode) {\n const pc = _ciPc(l.postcode);\n const cands = shipList.filter(x => !used.has(x.id) && _ciPc(x.orders?.postcode) === pc).filter(x => {\n if (!l.run_date) return true;\n const d = String(x.dispatched_at || '').split('T')[0];\n return d && l.run_date >= _ciAddDays(d, -1) && l.run_date <= _ciAddDays(d, 10);\n });\n const named = cands.filter(x => _ciNameMatch(l.customer_name, x.orders?.customer_name));\n const pickNearest = arr => arr.sort((a, b) => Math.abs(new Date(a.dispatched_at) - new Date(l.run_date || a.dispatched_at)) - Math.abs(new Date(b.dispatched_at) - new Date(l.run_date || b.dispatched_at)))[0];\n if (named.length) { sh = pickNearest(named); matchType = 'smart'; conf = 'sure'; }\n else if (cands.length) { sh = pickNearest(cands); matchType = 'smart'; conf = 'likely'; }\n }\n let result, expected = null, difference = null, reason = null;\n const dupHere = l.courier_order_ref && seenRef.has(l.courier_order_ref.toUpperCase());\n const dupEarlier = earlier.find(e => (l.courier_order_ref && e.courier_order_ref && e.courier_order_ref.toUpperCase() === l.courier_order_ref.toUpperCase()) || (sh && e.shipment_id === sh.id));\n if (l.courier_order_ref) seenRef.add(l.courier_order_ref.toUpperCase());\n if (sh) used.add(sh.id);\n if (dupHere || dupEarlier) {\n result = 'duplicate'; reason = dupHere ? 'This courier order no. appears more than once on this invoice' : `Already billed on invoice ${invNo(dupEarlier.invoice_id)}`;\n } else if (!sh) {\n result = 'not_ours'; reason = 'No shipment of ours matches this line';\n } else {\n const ex = await _ciExpected(sh, inv.courier_id);\n const who = `${sh.orders?.order_number || ''}`;\n if (!ex.notChecked) { expected = ex.value; difference = _ci2(l.charge - expected); }\n if (conf === 'likely' && !l.confirmed) { result = 'likely'; reason = `Same postcode and date as ${who}, but the name differs (${sh.orders?.customer_name || '-'}): confirm it is the same delivery`; }\n else if (ex.notChecked) { result = 'not_checked'; reason = `${who}: could not work out the expected charge (${ex.why})`; }\n else if (Math.abs(difference) <= 0.05) { result = 'correct'; reason = `${who}: ${ex.how}`; }\n else if (difference > 0) { result = 'over'; reason = `${who}: billed ${util().formatCurrency(l.charge)}, expected ${util().formatCurrency(expected)} (${ex.how})`; }\n else { result = 'under'; reason = `${who}: billed ${util().formatCurrency(l.charge)}, expected ${util().formatCurrency(expected)} (${ex.how})`; }\n // Learn the courier's order no. for exact matching next time.\n if (l.courier_order_ref && !sh.courier_order_ref && (conf !== 'likely' || l.confirmed)) learn.push([sh.id, l.courier_order_ref]);\n }\n updates.push({ id: l.id, shipment_id: sh?.id || null, match_type: matchType, confidence: conf, result, expected, difference, reason });\n }\n for (let i = 0; i < updates.length; i += 10) {\n await Promise.all(updates.slice(i, i + 10).map(u => { const { id, ...f } = u; return db_.from('courier_invoice_lines').update(f).eq('id', id); }));\n }\n for (const [sid, ref] of learn) await db_.from('shipments').update({ courier_order_ref: ref }).eq('id', sid);\n }\n\n async function openCourierInvoice(invoiceId) {\n const db_ = _ciDb();\n const { data: inv } = await db_.from('courier_invoices').select('*, couriers(name)').eq('id', invoiceId).single();\n if (!inv) { ui().toast('Invoice not found', 'error'); return; }\n const { data: lines } = await db_.from('courier_invoice_lines').select('*').eq('invoice_id', invoiceId).order('line_no', { ascending: true });\n const L = lines || [];\n const linesTotal = _ci2(L.reduce((t, l) => t + (Number(l.charge) || 0), 0));\n const cardFuel = await _ciCardFuel(inv.courier_id, inv.period_to || inv.invoice_date);\n const fuelBase = L.length ? linesTotal : Number(inv.deliveries_net) || 0;\n const expFuel = cardFuel === null ? null : _ci2(fuelBase * cardFuel / 100);\n const fuelDiff = expFuel === null ? null : _ci2((Number(inv.fuel_amount) || 0) - expFuel);\n // Our shipments in the period not on any invoice of this courier.\n let notBilled = [];\n if (inv.period_from && inv.period_to) {\n const { data: ps } = await db_.from('shipments').select('id,dispatched_at,expected_charge,charge_amount,orders(order_number,customer_name,postcode)')\n .eq('courier_id', inv.courier_id).gte('dispatched_at', inv.period_from + 'T00:00:00').lte('dispatched_at', inv.period_to + 'T23:59:59');\n const { data: billed } = await db_.from('courier_invoice_lines').select('shipment_id,invoice_id').eq('company_id', inv.company_id).not('shipment_id', 'is', null);\n const { data: cancelledInvs } = await db_.from('courier_invoices').select('id').eq('company_id', inv.company_id).eq('status', 'cancelled');\n const cx = new Set((cancelledInvs || []).map(x => x.id));\n const b = new Set((billed || []).filter(x => !cx.has(x.invoice_id)).map(x => x.shipment_id));\n notBilled = (ps || []).filter(x => !b.has(x.id));\n }\n const { data: paysR } = await db_.from('courier_invoice_payments').select('*').eq('invoice_id', invoiceId).order('paid_on', { ascending: true });\n const pays = paysR || [];\n const locked = inv.status === 'approved', cancelled = inv.status === 'cancelled', frozen = locked || cancelled, adm = window.SM.AUTH.isAdmin();\n const paidTot = _ci2(pays.filter(x => x.kind === 'payment').reduce((t, x) => t + (Number(x.amount) || 0), 0));\n const creditTot = _ci2(pays.filter(x => x.kind === 'credit').reduce((t, x) => t + (Number(x.amount) || 0), 0));\n const due = _ci2((Number(inv.total) || 0) - paidTot - creditTot);\n const count = k => L.filter(l => l.result === k).length;\n const overTotal = _ci2(L.filter(l => l.result === 'over').reduce((t, l) => t + (l.difference || 0), 0));\n const fm = n => util().formatCurrency(n);\n const okPill = good => `${good ? 'Matches' : 'Check'}`;\n const lineRow = l => {\n const [cls, label] = CI_RESULT[l.result] || ['neutral', l.result || '-'];\n return `\n ${l.line_no}${util().sanitize(l.courier_order_ref || l.tracking || '-')}\n ${util().sanitize(l.customer_name || '-')}
${util().sanitize(l.postcode || '')}${l.run_date ? ' · ' + util().formatDate(l.run_date) : ''}
\n ${fm(l.charge)}${l.expected != null ? fm(l.expected) : '-'}\n 0.05 ? 'var(--ims-danger)' : (l.difference || 0) < -0.05 ? 'var(--ims-warning)' : ''}\">${l.difference != null ? fm(l.difference) : '-'}\n ${label}
${util().sanitize(l.reason || '')}
\n ${frozen ? '' : l.result === 'likely' ? `` : ''}\n ${!frozen && (l.result === 'not_ours' || l.result === 'likely') ? `` : ''}\n ${!frozen && l.shipment_id && l.confirmed ? `` : ''}\n `;\n };\n ui().openModal(`${util().sanitize(inv.couriers?.name || 'Courier')} invoice ${util().sanitize(inv.invoice_number)}`, `\n
\n
Deliveries
${fm(inv.deliveries_net)}
\n
Lines add up to ${fm(linesTotal)} ${L.length ? okPill(Math.abs(linesTotal - inv.deliveries_net) <= 0.05) : ''}
\n
Fuel
${fm(inv.fuel_amount)} (${inv.fuel_pct}%)
\n
${cardFuel === null ? 'No rate card to compare' : `Rate card ${cardFuel}%: expected ${fm(expFuel)} ${okPill(Math.abs(fuelDiff) <= 0.05)}${Math.abs(fuelDiff) > 0.05 ? `
${fm(fuelDiff)} ${fuelDiff > 0 ? 'over' : 'under'}
` : ''}`}
\n
VAT / Total
${fm(inv.vat_amount)} / ${fm(inv.total)}
\n
${inv.period_from ? util().formatDate(inv.period_from) : '-'} to ${inv.period_to ? util().formatDate(inv.period_to) : '-'}
\n
Check
\n
${L.length ? `${count('correct')} correct · ${count('over')} over (${fm(overTotal)}) · ${count('under')} under · ${count('likely')} to confirm · ${count('not_ours')} not ours · ${count('duplicate')} billed twice${count('not_checked') ? ` · ${count('not_checked')} not checked` : ''}` : 'No lines imported yet'}
\n
\n ${locked ? `
Approved by ${util().sanitize(inv.approved_by_name || '-')} on ${inv.approved_at ? util().formatDate(String(inv.approved_at).split('T')[0]) : '-'}. Courier costs for this invoice now equal ${fm((Number(inv.deliveries_net) || 0) + (Number(inv.fuel_amount) || 0))} (before VAT): ${fm(inv.recorded_at_dispatch || 0)} was already recorded at dispatch, and approval ${(inv.adjustment_amount || 0) < 0 ? 'took off' : 'added'} ${fm(Math.abs(inv.adjustment_amount || 0))}, with VAT of ${fm(inv.vat_amount)}. The lines are locked.
` : ''}\n ${cancelled ? `
Cancelled by ${util().sanitize(inv.cancelled_by_name || '-')} on ${inv.cancelled_at ? util().formatDate(String(inv.cancelled_at).split('T')[0]) : '-'}${inv.replaced_by ? `, replaced by invoice ${util().sanitize(inv.replaced_by)}` : ''}${inv.cancel_reason ? ` (${util().sanitize(inv.cancel_reason)})` : ''}. Kept for history: it is left out of the checks, Payables and totals.
` : ''}\n
\n ${cancelled ? (adm ? `` : '') : locked ? (adm && !pays.length ? `` : '') : `\n ${adm && L.length ? `` : ''}\n \n ${adm ? `` : ''}\n \n ${L.length ? `\n ` : ''}\n ${inv.pdf_path ? `` : ''}\n ${inv.status === 'checking' ? `` : inv.status === 'disputed' ? `` : ''}`}\n ${inv.lines_file_name ? `Lines from ${util().sanitize(inv.lines_file_name)}` : ''}\n
\n ${L.length ? `
\n \n ${L.map(lineRow).join('')}
#Courier refCustomerBilledExpectedDifferenceResult
` : ''}\n ${locked ? `
\n
Payments and credits\n Total ${fm(inv.total)} · paid ${fm(paidTot)}${creditTot ? ` · credits ${fm(creditTot)}` : ''} · 0.005 ? 'var(--ims-danger)' : 'var(--ims-success)'}\">${due > 0.005 ? 'balance due ' + fm(due) : 'paid in full'}
\n ${pays.length ? `${pays.map(x => ``).join('')}
${util().formatDate(x.paid_on)}${x.kind === 'credit' ? 'Credit' : 'Payment'}${fm(x.amount)}${x.kind === 'credit' ? ` (${fm(x.net_amount)} + VAT ${fm(x.vat_amount)})` : ''}${util().sanitize([x.method, x.reference].filter(Boolean).join(' \u00B7 ') || '-')}${util().sanitize(x.created_by_name || '')}${adm ? `` : ''}
` : ''}\n ${adm ? `
\n Payment:\n 0 ? due.toFixed(2) : ''}\" style=\"width:100px\">\n \n \n \n
\n
\n Credit from the courier:\n \n \n \n \n
` : ''}\n
` : ''}\n ${notBilled.length ? `
Not yet billed (our shipments in this period that are not on any invoice from this courier yet)\n
${notBilled.map(x => `${util().sanitize(x.orders?.order_number || '-')} (${util().sanitize(x.orders?.postcode || '')}, ${util().formatDate(String(x.dispatched_at).split('T')[0])})`).join(' · ')}
` : ''}\n `, ``, 'xl');\n }\n function loadCourierInvoicesIfOpen() { if (document.querySelector('#ims-acc-tabs [data-tab=\"courier\"].ims__tab--active')) loadCourierInvoices(); }\n async function recheckCourierInvoice(invoiceId) { if (await _ciLocked(invoiceId)) return; await runCourierCheck(invoiceId); openCourierInvoice(invoiceId); ui().toast('Checked again', 'success'); }\n async function confirmInvoiceLine(lineId, invoiceId) {\n if (await _ciLocked(invoiceId)) return;\n const { error } = await _ciDb().from('courier_invoice_lines').update({ confirmed: true }).eq('id', lineId);\n if (error) { ui().toast('Not saved: ' + error.message, 'error'); return; }\n await runCourierCheck(invoiceId); openCourierInvoice(invoiceId);\n }\n async function unlinkInvoiceLine(lineId, invoiceId) {\n if (await _ciLocked(invoiceId)) return;\n await _ciDb().from('courier_invoice_lines').update({ confirmed: false, shipment_id: null, match_type: null }).eq('id', lineId);\n await runCourierCheck(invoiceId); openCourierInvoice(invoiceId);\n }\n // Link a line to one of our orders by hand (its courier shipment).\n async function linkInvoiceLine(lineId, invoiceId) {\n if (await _ciLocked(invoiceId)) return;\n const ord = (document.getElementById('ims-ci-link-' + lineId)?.value || '').trim().toUpperCase();\n if (!ord) { ui().toast('Type the order number to link', 'warning'); return; }\n const db_ = _ciDb();\n const { data: inv } = await db_.from('courier_invoices').select('courier_id').eq('id', invoiceId).single();\n const { data: o } = await db_.from('orders').select('id').eq('order_number', ord).maybeSingle();\n if (!o) { ui().toast(`Order ${ord} not found`, 'error'); return; }\n const { data: sh } = await db_.from('shipments').select('id').eq('order_id', o.id).eq('courier_id', inv.courier_id).limit(1);\n if (!(sh || []).length) { ui().toast(`${ord} has no shipment with this courier`, 'error', 7000); return; }\n await db_.from('courier_invoice_lines').update({ shipment_id: sh[0].id, confirmed: true, match_type: 'manual' }).eq('id', lineId);\n await runCourierCheck(invoiceId); openCourierInvoice(invoiceId);\n }\n // \u2500\u2500 Approval: Accounts' courier costs become exactly the invoice \u2500\u2500\n // At dispatch, each delivery's charge was recorded as a \"Courier charges\"\n // expense (older V1 deliveries at \u00A30). Approval records ONE adjustment:\n // (deliveries + fuel) minus what is already recorded for the deliveries\n // on this invoice, carrying the invoice's VAT, so costs equal the invoice\n // and nothing is counted twice. A delivery already counted on another\n // approved invoice is not counted again.\n async function _ciApprovalFigures(invoiceId) {\n const db_ = _ciDb();\n const { data: inv } = await db_.from('courier_invoices').select('*, couriers(name)').eq('id', invoiceId).single();\n const { data: lines } = await db_.from('courier_invoice_lines').select('shipment_id,result').eq('invoice_id', invoiceId);\n // Each delivery on this invoice counts once (even if billed on two\n // lines); a delivery already counted on another APPROVED invoice is\n // not counted again.\n const ids = [...new Set((lines || []).filter(l => l.shipment_id).map(l => l.shipment_id))];\n let counted = new Set();\n if (ids.length) {\n const { data: others } = await db_.from('courier_invoice_lines').select('shipment_id,invoice_id').in('shipment_id', ids).neq('invoice_id', invoiceId);\n const otherInv = [...new Set((others || []).map(o => o.invoice_id))];\n if (otherInv.length) {\n const { data: appr } = await db_.from('courier_invoices').select('id').in('id', otherInv).eq('status', 'approved');\n const ok = new Set((appr || []).map(a => a.id));\n counted = new Set((others || []).filter(o => ok.has(o.invoice_id)).map(o => o.shipment_id));\n }\n }\n const use = ids.filter(id => !counted.has(id));\n const { data: ships } = use.length ? await db_.from('shipments').select('id,charge_amount').in('id', use) : { data: [] };\n const recorded = _ci2((ships || []).reduce((t, x) => t + (Number(x.charge_amount) || 0), 0));\n const invoiceNet = _ci2((Number(inv.deliveries_net) || 0) + (Number(inv.fuel_amount) || 0));\n const count = k => (lines || []).filter(l => l.result === k).length;\n return { inv, recorded, invoiceNet, adjustment: _ci2(invoiceNet - recorded), deliveries: use.length,\n open: { over: count('over'), likely: count('likely'), not_checked: count('not_checked'), not_ours: count('not_ours'), duplicate: count('duplicate') } };\n }\n async function approveCourierInvoice(invoiceId) {\n if (!window.SM.AUTH.isAdmin()) { ui().toast('Only an Admin can approve a courier invoice', 'error'); return; }\n const fg = await _ciApprovalFigures(invoiceId), fm = n => util().formatCurrency(n);\n const o = fg.open, openTxt = [o.over && `${o.over} overcharged`, o.duplicate && `${o.duplicate} billed twice`, o.not_ours && `${o.not_ours} not ours?`, o.likely && `${o.likely} to confirm`, o.not_checked && `${o.not_checked} not checked`].filter(Boolean).join(', ');\n ui().openModal(`Approve invoice ${util().sanitize(fg.inv.invoice_number)}`, `\n ${openTxt ? `
Still open on this invoice: ${openTxt}. Approve only what you agree to pay; a credit from the courier can be recorded later.
` : ''}\n \n \n \n \n \n
Invoice: deliveries + fuel (before VAT)${fm(fg.invoiceNet)}
Already recorded at dispatch (${fg.deliveries} deliveries on this invoice)${fm(fg.recorded)}
Approval will ${fg.adjustment < 0 ? 'take off' : 'add'} (Courier charges)${fm(Math.abs(fg.adjustment))}
VAT on the invoice (reclaimable)${fm(fg.inv.vat_amount)}
\n
Afterwards the invoice's lines are locked, and payments can be recorded. You can undo the approval until a payment or credit is recorded.
`,\n `\n `, 'lg');\n }\n async function confirmApproveCourierInvoice(invoiceId, btn) {\n if (!window.SM.AUTH.isAdmin()) return;\n if (btn) btn.disabled = true;\n const fg = await _ciApprovalFigures(invoiceId); // worked out again, so nothing is stale\n if (fg.inv.status === 'approved') { ui().toast('This invoice is already approved', 'info'); openCourierInvoice(invoiceId); return; }\n const db_ = _ciDb(), name = fg.inv.couriers?.name || 'Courier';\n const { data: tx, error: txErr } = await db_.from('transactions').insert({\n company_id: fg.inv.company_id, date: fg.inv.invoice_date || _ciToday(), type: 'expense', category: 'Courier charges',\n description: `Courier charges: ${name} invoice ${fg.inv.invoice_number} (invoice ${util().formatCurrency(fg.invoiceNet)} less ${util().formatCurrency(fg.recorded)} recorded at dispatch)`,\n amount: fg.adjustment, vat_amount: _ci2(fg.inv.vat_amount), reference: `CI-${fg.inv.invoice_number}`\n }).select('id').single();\n if (txErr) { if (btn) btn.disabled = false; ui().toast('Not approved: the Accounts entry could not be recorded (' + txErr.message + ')', 'error', 9000); return; }\n const { error } = await db_.from('courier_invoices').update({\n status: 'approved', approved_at: new Date().toISOString(), approved_by: window.SM.AUTH.user?.id || null, approved_by_name: window.SM.AUTH.user?.name || null,\n recorded_at_dispatch: fg.recorded, adjustment_amount: fg.adjustment, adjustment_tx_id: tx.id\n }).eq('id', invoiceId);\n if (error) {\n await db_.from('transactions').delete().eq('id', tx.id); // keep Accounts and the invoice in step\n if (btn) btn.disabled = false; ui().toast('Not approved: ' + error.message, 'error', 9000); return;\n }\n ui().toast(`Invoice ${fg.inv.invoice_number} approved: courier costs now match the invoice`, 'success', 7000);\n openCourierInvoice(invoiceId);\n }\n async function undoCourierApproval(invoiceId) {\n if (!window.SM.AUTH.isAdmin()) return;\n const db_ = _ciDb();\n const { data: pays } = await db_.from('courier_invoice_payments').select('id').eq('invoice_id', invoiceId).limit(1);\n if ((pays || []).length) { ui().toast('Remove its payments and credits first', 'warning', 7000); return; }\n ui().confirm('Undo the approval? Its Accounts entry is removed, and the lines can be checked and changed again.', async () => {\n const { data: inv } = await db_.from('courier_invoices').select('adjustment_tx_id').eq('id', invoiceId).single();\n const { error } = await db_.from('courier_invoices').update({ status: 'checking', approved_at: null, approved_by: null, approved_by_name: null, recorded_at_dispatch: null, adjustment_amount: null, adjustment_tx_id: null }).eq('id', invoiceId);\n if (error) { ui().toast('Not undone: ' + error.message, 'error', 8000); return; }\n if (inv?.adjustment_tx_id) await db_.from('transactions').delete().eq('id', inv.adjustment_tx_id);\n ui().toast('Approval undone', 'success'); openCourierInvoice(invoiceId);\n }, 'Undo approval', true);\n }\n // A payment adds no expense: the cost is already in Accounts.\n async function recordCourierPayment(invoiceId) {\n if (!window.SM.AUTH.isAdmin()) return;\n const amount = _ci2(parseFloat(document.getElementById('ims-cip-amount')?.value) || 0);\n if (!(amount > 0)) { ui().toast('Enter the amount paid', 'warning'); return; }\n const { data: inv } = await _ciDb().from('courier_invoices').select('company_id,status').eq('id', invoiceId).single();\n if (inv?.status !== 'approved') { ui().toast('Approve the invoice before recording payments', 'warning'); return; }\n const { error } = await _ciDb().from('courier_invoice_payments').insert({\n company_id: inv.company_id, invoice_id: invoiceId, kind: 'payment', paid_on: document.getElementById('ims-cip-date')?.value || _ciToday(), amount,\n method: document.getElementById('ims-cip-method')?.value || null, reference: document.getElementById('ims-cip-ref')?.value?.trim() || null,\n created_by: window.SM.AUTH.user?.id || null, created_by_name: window.SM.AUTH.user?.name || null });\n if (error) { ui().toast('Not saved: ' + error.message, 'error', 8000); return; }\n ui().toast(`Payment of ${util().formatCurrency(amount)} recorded`, 'success'); openCourierInvoice(invoiceId);\n }\n // A credit from the courier reduces the courier cost (and its VAT) and\n // the balance due.\n async function recordCourierCredit(invoiceId) {\n if (!window.SM.AUTH.isAdmin()) return;\n const net = _ci2(parseFloat(document.getElementById('ims-cic-net')?.value) || 0), vat = _ci2(parseFloat(document.getElementById('ims-cic-vat')?.value) || 0);\n if (!(net > 0)) { ui().toast('Enter the credit amount (before VAT)', 'warning'); return; }\n const db_ = _ciDb();\n const { data: inv } = await db_.from('courier_invoices').select('company_id,status,invoice_number,couriers(name)').eq('id', invoiceId).single();\n if (inv?.status !== 'approved') { ui().toast('Approve the invoice before recording credits', 'warning'); return; }\n const ref = document.getElementById('ims-cic-ref')?.value?.trim() || null, date = document.getElementById('ims-cic-date')?.value || _ciToday();\n const { data: tx, error: txErr } = await db_.from('transactions').insert({\n company_id: inv.company_id, date, type: 'expense', category: 'Courier charges',\n description: `Credit from ${inv.couriers?.name || 'courier'} on invoice ${inv.invoice_number}${ref ? ' (' + ref + ')' : ''}`,\n amount: -net, vat_amount: -vat, reference: `CI-${inv.invoice_number}`\n }).select('id').single();\n if (txErr) { ui().toast('Not saved: ' + txErr.message, 'error', 8000); return; }\n const { error } = await db_.from('courier_invoice_payments').insert({\n company_id: inv.company_id, invoice_id: invoiceId, kind: 'credit', paid_on: date, amount: _ci2(net + vat), net_amount: net, vat_amount: vat,\n reference: ref, tx_id: tx.id, created_by: window.SM.AUTH.user?.id || null, created_by_name: window.SM.AUTH.user?.name || null });\n if (error) { await db_.from('transactions').delete().eq('id', tx.id); ui().toast('Not saved: ' + error.message, 'error', 8000); return; }\n ui().toast(`Credit of ${util().formatCurrency(net + vat)} recorded`, 'success'); openCourierInvoice(invoiceId);\n }\n function removeCourierPayment(paymentId, invoiceId) {\n if (!window.SM.AUTH.isAdmin()) return;\n ui().confirm('Remove this payment or credit? (A credit\\'s Accounts entry is removed too.)', async () => {\n const db_ = _ciDb();\n const { data: x } = await db_.from('courier_invoice_payments').select('tx_id').eq('id', paymentId).single();\n const { error } = await db_.from('courier_invoice_payments').delete().eq('id', paymentId);\n if (error) { ui().toast('Not removed: ' + error.message, 'error'); return; }\n if (x?.tx_id) await db_.from('transactions').delete().eq('id', x.tx_id);\n ui().toast('Removed', 'success'); openCourierInvoice(invoiceId);\n }, 'Remove', true);\n }\n\n // \u2500\u2500 Edit details (before approval) \u2500\u2500\n async function editCourierInvoice(invoiceId) {\n const { data: inv } = await _ciDb().from('courier_invoices').select('*, couriers(name)').eq('id', invoiceId).single();\n if (!inv || ['approved', 'cancelled'].includes(inv.status)) { ui().toast('Only an invoice that is not approved or cancelled can be edited', 'warning'); return; }\n const v = x => x === null || x === undefined ? '' : x;\n const g = id => `onchange=\"window.IMS_ACCOUNTS.ciFormCalc('${id}')\" oninput=\"window.IMS_ACCOUNTS.ciFormCalc('${id}')\"`;\n ui().openModal(`Edit invoice ${util().sanitize(inv.invoice_number)}: ${util().sanitize(inv.couriers?.name || '')}`, `\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
`, `\n \n `, 'lg');\n }\n async function saveCourierInvoiceEdit(invoiceId, btn) {\n const val = id => document.getElementById(id)?.value?.trim() || '';\n const num = id => _ci2(parseFloat(val(id)) || 0);\n if (!val('ims-ci-number')) { ui().toast('Please enter the invoice number', 'error'); return; }\n if (!(num('ims-ci-net') > 0)) { ui().toast('Please enter the deliveries amount', 'error'); return; }\n if (btn) btn.disabled = true;\n const { error } = await _ciDb().from('courier_invoices').update({\n invoice_number: val('ims-ci-number'), invoice_date: val('ims-ci-date') || null, period_from: val('ims-ci-from') || null, period_to: val('ims-ci-to') || null,\n deliveries_net: num('ims-ci-net'), fuel_pct: num('ims-ci-fuelpct'), fuel_amount: num('ims-ci-fuel'), vat_amount: num('ims-ci-vat'), total: num('ims-ci-total')\n }).eq('id', invoiceId).neq('status', 'approved');\n if (error) { if (btn) btn.disabled = false; ui().toast(/duplicate|unique/i.test(error.message) ? 'Another invoice from this courier already has that number' : 'Not saved: ' + error.message, 'error', 8000); return; }\n ui().toast('Invoice details saved', 'success');\n await runCourierCheck(invoiceId);\n openCourierInvoice(invoiceId);\n }\n // \u2500\u2500 Cancel: replaced by a corrected invoice (Admin, before approval) \u2500\u2500\n async function cancelCourierInvoice(invoiceId) {\n if (!window.SM.AUTH.isAdmin()) { ui().toast('Only an Admin can cancel a courier invoice', 'error'); return; }\n const { data: inv } = await _ciDb().from('courier_invoices').select('invoice_number,status').eq('id', invoiceId).single();\n if (inv?.status === 'approved') { ui().toast('Undo the approval first', 'warning'); return; }\n ui().openModal(`Cancel invoice ${util().sanitize(inv?.invoice_number || '')}`, `\n
Use this when the courier has cancelled this invoice and issued a corrected one. It is kept for history, but left out of the checks (so the corrected invoice's lines are not flagged \"billed twice\"), Payables and totals.
\n
\n
\n
\n
`, `\n \n `, 'sm');\n }\n async function confirmCancelCourierInvoice(invoiceId) {\n if (!window.SM.AUTH.isAdmin()) return;\n const { error } = await _ciDb().from('courier_invoices').update({\n status: 'cancelled', replaced_by: document.getElementById('ims-ci-replaced')?.value?.trim() || null,\n cancel_reason: document.getElementById('ims-ci-cancelwhy')?.value?.trim() || null,\n cancelled_at: new Date().toISOString(), cancelled_by_name: window.SM.AUTH.user?.name || null\n }).eq('id', invoiceId).neq('status', 'approved');\n if (error) { ui().toast('Not cancelled: ' + error.message, 'error', 8000); return; }\n ui().toast('Invoice cancelled. Enter the corrected invoice with \"New courier invoice\".', 'success', 8000);\n openCourierInvoice(invoiceId);\n }\n async function reinstateCourierInvoice(invoiceId) {\n if (!window.SM.AUTH.isAdmin()) return;\n ui().confirm('Reinstate this invoice? It goes back to being checked, and counts again in the checks.', async () => {\n const { error } = await _ciDb().from('courier_invoices').update({ status: 'checking', replaced_by: null, cancel_reason: null, cancelled_at: null, cancelled_by_name: null }).eq('id', invoiceId);\n if (error) { ui().toast('Not reinstated: ' + error.message, 'error', 8000); return; }\n await runCourierCheck(invoiceId);\n ui().toast('Invoice reinstated', 'success'); openCourierInvoice(invoiceId);\n }, 'Reinstate', false);\n }\n\n async function setCourierInvoiceStatus(invoiceId, status) {\n const { error } = await _ciDb().from('courier_invoices').update({ status }).eq('id', invoiceId);\n if (error) { ui().toast('Not saved: ' + error.message, 'error'); return; }\n openCourierInvoice(invoiceId);\n }\n async function viewCourierInvoicePdf(invoiceId) {\n const tab = window.open('', '_blank');\n const db_ = _ciDb();\n const { data: inv } = await db_.from('courier_invoices').select('pdf_path').eq('id', invoiceId).single();\n const { data: s, error } = inv?.pdf_path ? await db_.storage.from('courier-invoices').createSignedUrl(inv.pdf_path, 300) : { data: null, error: { message: 'no PDF attached' } };\n if (error || !s?.signedUrl) { tab?.close(); ui().toast('The PDF could not be opened (' + (error?.message || 'no link') + ')', 'error'); return; }\n if (tab) tab.location.href = s.signedUrl; else ui().toast('Your browser blocked the new tab. Please allow pop-ups for this site.', 'warning', 8000);\n }\n // Everything to query with the courier, ready to email.\n async function exportDisputeSheet(invoiceId) {\n const db_ = _ciDb();\n const { data: inv } = await db_.from('courier_invoices').select('*, couriers(name)').eq('id', invoiceId).single();\n const { data: lines } = await db_.from('courier_invoice_lines').select('*').eq('invoice_id', invoiceId).order('line_no', { ascending: true });\n const issue = { over: 'Overcharged', under: 'Undercharged', not_ours: 'Not our delivery?', duplicate: 'Billed twice', likely: 'Please confirm details' };\n const rows = (lines || []).filter(l => issue[l.result]).map(l => [l.courier_order_ref || l.tracking || '', l.customer_name || '', l.postcode || '', l.run_date || '',\n _ci2(l.charge).toFixed(2), l.expected != null ? _ci2(l.expected).toFixed(2) : '', l.difference != null ? _ci2(l.difference).toFixed(2) : '', issue[l.result], l.reason || '']);\n const linesTotal = _ci2((lines || []).reduce((t, l) => t + (Number(l.charge) || 0), 0));\n const cardFuel = await _ciCardFuel(inv.courier_id, inv.period_to || inv.invoice_date);\n if (cardFuel !== null && Math.abs((Number(inv.fuel_pct) || 0) - cardFuel) > 0.001) {\n const exp = _ci2(linesTotal * cardFuel / 100);\n rows.push(['Fuel surcharge', '', '', '', _ci2(inv.fuel_amount).toFixed(2), exp.toFixed(2), _ci2(inv.fuel_amount - exp).toFixed(2), 'Fuel % differs', `Invoice ${inv.fuel_pct}%, agreed rate card ${cardFuel}%`]);\n }\n if (!rows.length) { ui().toast('Nothing to dispute on this invoice', 'success'); return; }\n util().exportCSV(['Courier ref', 'Customer', 'Postcode', 'Date', 'Billed (\u00A3)', 'Our expected (\u00A3)', 'Difference (\u00A3)', 'Issue', 'Details'], rows,\n `${String(inv.couriers?.name || 'courier').replace(/[^A-Za-z0-9]+/g, '_')}_invoice_${String(inv.invoice_number).replace(/[^A-Za-z0-9]+/g, '_')}_queries.csv`);\n }\n\n // \u2500\u2500\u2500 OVERVIEW (P&L) \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n async function loadOverview(){\n const content=document.getElementById('ims-acc-content');\n if(!content)return;\n // This spinner carries a unique id. When the figures arrive, the\n // Overview only draws if its own spinner is still showing: if another\n // tab has replaced it meanwhile (for example Lost Orders' \"View closed\n // claims\" opening Claims), it steps aside; otherwise it always draws,\n // so the spinner can never be left stuck.\n const loadingId=`ims-acc-ov-loading-${Date.now()}-${Math.random().toString(36).slice(2,7)}`;\n content.innerHTML=`
`;\n const now=new Date();\n const mStart=new Date(now.getFullYear(),now.getMonth(),1).toISOString().split('T')[0];\n const mEnd=new Date(now.getFullYear(),now.getMonth()+1,0).toISOString().split('T')[0];\n const yStart=`${now.getFullYear()}-01-01`;\n const yEnd=`${now.getFullYear()}-12-31`;\n const [{data:txMonth},{data:txYear},{data:payables},{data:receivables},{data:claims},{data:invStats}]=await Promise.all([\n db().select('transactions',{gte:{date:mStart},lte:{date:mEnd}}),\n db().select('transactions',{gte:{date:yStart},lte:{date:yEnd}}),\n db().select('accounts_payable',{neq:{status:'paid'}}),\n db().select('accounts_receivable',{neq:{status:'paid'}}),\n db().select('claims',{in:{status:['raised','acknowledged','escalated_14','overdue_30']}}),\n db().select('invoices',{in:{status:['draft','sent','overdue']},eq:{invoice_type:'sales'}})\n ]);\n const calc=(txs,type,category=null)=>(txs||[]).filter(t=>t.type===type&&(!category||t.category===category)).reduce((s,t)=>s+(t.amount||0),0);\n const mRevenue=calc(txMonth,'income');\n const mCOGS=calc(txMonth,'expense','Cost of goods sold');\n const mExpenses=(txMonth||[]).filter(t=>t.type==='expense'&&t.category!=='Cost of goods sold').reduce((s,t)=>s+(t.amount||0),0);\n const mGrossProfit=mRevenue-mCOGS;\n const mNetProfit=mGrossProfit-mExpenses;\n const yRevenue=calc(txYear,'income');\n const yCOGS=calc(txYear,'expense','Cost of goods sold');\n const yExpenses=(txYear||[]).filter(t=>t.type==='expense'&&t.category!=='Cost of goods sold').reduce((s,t)=>s+(t.amount||0),0);\n const yGrossProfit=yRevenue-yCOGS;\n const yNetProfit=yGrossProfit-yExpenses;\n const totalPayables=(payables||[]).reduce((s,p)=>s+((p.amount||0)-(p.paid_amount||0)),0);\n const totalReceivables=(receivables||[]).filter(r=>r.status!=='provisional').reduce((s,r)=>s+((r.amount||0)-(r.paid_amount||0)),0);\n const openInvoices=(invStats||[]);\n const invoiceTotal=openInvoices.reduce((s,i)=>s+(i.gross_amount||0),0);\n const overdueInvoices=openInvoices.filter(i=>i.status==='overdue').length;\n if(!document.getElementById(loadingId))return;\n content.innerHTML=`\n
\n
\n
This month \u2014 P&L
\n \n \n \n \n \n \n
Sales revenue${util().formatCurrency(mRevenue)}
Less: Cost of goods sold(${util().formatCurrency(mCOGS)})
Gross profit=0?'var(--ims-success)':'var(--ims-danger)'}\">${util().formatCurrency(mGrossProfit)}
Less: Operating expenses(${util().formatCurrency(mExpenses)})
Net profit=0?'var(--ims-success)':'var(--ims-danger)'}\">${util().formatCurrency(mNetProfit)}
\n
\n
\n
This year \u2014 P&L
\n \n \n \n \n \n \n
Sales revenue${util().formatCurrency(yRevenue)}
Less: Cost of goods sold(${util().formatCurrency(yCOGS)})
Gross profit=0?'var(--ims-success)':'var(--ims-danger)'}\">${util().formatCurrency(yGrossProfit)}
Less: Operating expenses(${util().formatCurrency(yExpenses)})
Net profit=0?'var(--ims-success)':'var(--ims-danger)'}\">${util().formatCurrency(yNetProfit)}
\n
\n
\n
\n
\n
Open invoices
\n
${util().formatCurrency(invoiceTotal)}
\n ${overdueInvoices>0?`
${overdueInvoices} overdue
`:''}\n
\n
Payables outstanding
0?'warning':''}\" style=\"font-size:18px\">${util().formatCurrency(totalPayables)}
\n
Receivables outstanding
0?'accent':''}\" style=\"font-size:18px\">${util().formatCurrency(totalReceivables)}
\n
Open claims
0?'warning':''}\" style=\"font-size:18px\">${(claims||[]).length}
\n
Expense categories
${[...new Set((txMonth||[]).filter(t=>t.type==='expense').map(t=>t.category))].length}
\n
\n ${mExpenses>0?`\n
\n
This month \u2014 expenses by category
\n
\n \n ${Object.entries((txMonth||[]).filter(t=>t.type==='expense').reduce((acc,t)=>{acc[t.category]=(acc[t.category]||0)+(t.amount||0);return acc;},{})).sort((a,b)=>b[1]-a[1]).map(([cat,amt])=>`\n `).join('')}\n \n
CategoryAmount% of total
${util().sanitize(cat)}${util().formatCurrency(amt)}${mExpenses>0?((amt/mExpenses)*100).toFixed(1)+'%':'\u2014'}
\n
` : ''}`;\n }\n\n function switchTab(tab){\n const tabs=document.getElementById('ims-acc-tabs');\n tabs?.querySelectorAll('.ims__tab').forEach(t=>{t.classList.toggle('ims__tab--active',t.dataset.tab===tab);});\n loadTab(tab);\n }\n\n // \u2500\u2500\u2500 ADD TRANSACTION \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n function showNewTransaction(){\n const categories={\n income:['Sales revenue','Other income'],\n expense:['Salaries & wages','Rent & property','Fuel & vehicle','Utilities','Courier charges','Import duties & freight','Marketing & advertising','Insurance','Equipment & maintenance','Cost of goods sold','Miscellaneous']\n };\n ui().openModal('Add transaction',`\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n `,`\n \n \n `,'sm');\n }\n\n function onTxTypeChange(){\n const type=document.getElementById('ims-tx-type')?.value;\n const catSel=document.getElementById('ims-tx-category');\n if(!catSel)return;\n const cats={income:['Sales revenue','Other income'],expense:['Salaries & wages','Rent & property','Fuel & vehicle','Utilities','Courier charges','Import duties & freight','Marketing & advertising','Insurance','Equipment & maintenance','Cost of goods sold','Miscellaneous']};\n catSel.innerHTML=(cats[type]||cats.income).map(c=>``).join('');\n }\n\n async function saveTransaction(){\n const g=id=>document.getElementById(id)?.value?.trim()||'';\n const date=g('ims-tx-date'),type=g('ims-tx-type'),category=g('ims-tx-category'),amount=parseFloat(g('ims-tx-amount'));\n if(!date){ui().toast('Date is required','error');return;}\n if(!category){ui().toast('Category is required','error');return;}\n if(isNaN(amount)||amount<=0){ui().toast('Please enter a valid amount','error');return;}\n const {error}=await db().insert('transactions',{date,type,category,amount,vat_amount:parseFloat(g('ims-tx-vat'))||0,reference:g('ims-tx-ref')||null,description:g('ims-tx-desc')||null,user_id:window.SM.AUTH.user?.id});\n if(error){ui().toast('Failed: '+error.message,'error');return;}\n // Refresh whichever tab is open (it used to always load the Overview,\n // even when saving from another tab).\n ui().closeModal();ui().toast('Transaction saved','success');loadTab(document.querySelector('#ims-acc-tabs .ims__tab--active')?.dataset.tab||'overview');\n }\n\n // \u2500\u2500\u2500 INVOICES TAB \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n async function loadInvoices(){\n const content=document.getElementById('ims-acc-content');\n if(!content)return;\n content.innerHTML=`
`;\n\n const client=window.supabase.createClient(window.IMS_SUPABASE_URL,window.IMS_SUPABASE_ANON_KEY);\n const {data:invoices}=await client.from('invoices')\n .select('*')\n .eq('company_id',window.SM.AUTH.company?.id)\n .eq('invoice_type','sales')\n .order('created_at',{ascending:false})\n .limit(100);\n\n const items=invoices||[];\n window._allInvoices=items;\n const totalDraft=items.filter(i=>i.status==='draft').reduce((s,i)=>s+(i.gross_amount||0),0);\n const totalSent=items.filter(i=>i.status==='sent').reduce((s,i)=>s+(i.gross_amount||0),0);\n const totalOverdue=items.filter(i=>i.status==='overdue').reduce((s,i)=>s+(i.gross_amount||0),0);\n const totalPartial=items.filter(i=>i.status==='partially_paid').reduce((s,i)=>s+((i.gross_amount||0)-(i.paid_amount||0)),0);\n const totalPaid=items.filter(i=>i.status==='paid').reduce((s,i)=>s+(i.gross_amount||0),0);\n\n content.innerHTML=`\n
\n
\n
Draft
${util().formatCurrency(totalDraft)}
\n
Sent / awaiting
${util().formatCurrency(totalSent)}
\n
Overdue
${util().formatCurrency(totalOverdue)}
\n
Partially paid
${util().formatCurrency(totalPartial)}
\n
Paid
${util().formatCurrency(totalPaid)}
\n
\n
\n \n \n \n
\n
\n
\n
\n \n
\n
\n
\n \n \n ${renderInvoiceRows(items)}\n
Invoice #CustomerDateDue dateNetVATGrossStatus
\n
\n
`;\n }\n\n function renderInvoiceRows(items){\n return (items||[]).map(inv=>`\n ${util().sanitize(inv.invoice_number)}\n ${util().sanitize(inv.customer_name||'\u2014')}\n ${util().formatDate(inv.invoice_date)}\n ${util().formatDate(inv.due_date)}\n ${util().formatCurrency(inv.net_amount)}\n ${util().formatCurrency(inv.vat_amount)}\n ${util().formatCurrency(inv.gross_amount)}\n ${util().pill(inv.status)}\n
\n \n \n ${inv.status==='draft'?``:''}\n ${['sent','overdue','partially_paid'].includes(inv.status)?``:''}\n ${['sent','overdue','paid','partially_paid'].includes(inv.status)?``:''}\n ${window.SM.AUTH.isSuperAdmin()?``:''}\n
\n `).join('')||'No invoices found';\n }\n\n // A typed search queries the FULL invoice table server-side, not just\n // the 100 most recent loaded by default \u2014 an older invoice for a\n // long-standing customer must never silently be invisible here.\n async function filterInvoices(){\n const search=document.getElementById('ims-inv-search')?.value?.trim()||'';\n const statusF=document.getElementById('ims-inv-status-filter')?.value||'';\n const tbody=document.getElementById('ims-inv-tbody');\n if(!tbody)return;\n\n let items;\n if(search){\n tbody.innerHTML=``;\n const client=window.supabase.createClient(window.IMS_SUPABASE_URL,window.IMS_SUPABASE_ANON_KEY);\n const [{data:byNum},{data:byCust}]=await Promise.all([\n client.from('invoices').select('*').eq('company_id',window.SM.AUTH.company?.id).eq('invoice_type','sales').ilike('invoice_number',`%${search}%`).order('created_at',{ascending:false}),\n client.from('invoices').select('*').eq('company_id',window.SM.AUTH.company?.id).eq('invoice_type','sales').ilike('customer_name',`%${search}%`).order('created_at',{ascending:false})\n ]);\n items=[...(byNum||[]),...(byCust||[])].filter((inv,i,arr)=>arr.findIndex(x=>x.id===inv.id)===i);\n } else {\n items=window._allInvoices||[];\n }\n if(statusF) items=items.filter(i=>i.status===statusF);\n tbody.innerHTML=renderInvoiceRows(items);\n }\n\n async function showNewInvoice(){\n const company=window.SM.AUTH.company;\n const vatRate=company?.default_vat_rate||20;\n const payDays=company?.default_payment_days||14;\n const today=new Date().toISOString().split('T')[0];\n const due=new Date(Date.now()+payDays*86400000).toISOString().split('T')[0];\n const prefix=company?.invoice_prefix||'INV';\n\n const client=window.supabase.createClient(window.IMS_SUPABASE_URL,window.IMS_SUPABASE_ANON_KEY);\n const {data:lastInv}=await client.from('invoices').select('invoice_number').eq('company_id',company?.id).eq('invoice_type','sales').order('created_at',{ascending:false}).limit(1).maybeSingle();\n const nextNum=util().generateRef(prefix,lastInv?.invoice_number);\n\n const {data:codes}=await client.from('account_codes').select('id,display_name,xero_code,sage50_code').eq('company_id',company?.id).eq('is_income',true).order('sort_order');\n const codeOpts=(codes||[]).map(c=>``).join('');\n\n ui().openModal('New sales invoice',`\n
\n
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\n Line items\n \n
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Net: \u00A30.00
\n
VAT (${vatRate}%): \u00A30.00
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Total: \u00A30.00
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\n `,`\n \n \n \n `,'xl');\n\n // Start with one line\n _invLines=[{description:'',quantity:1,unit_price:0}];\n renderInvoiceLines();\n }\n\n let _invLines=[];\n\n function addInvoiceLine(){\n _invLines.push({description:'',quantity:1,unit_price:0});\n renderInvoiceLines();\n }\n\n function renderInvoiceLines(){\n const container=document.getElementById('ims-inv-lines');\n if(!container)return;\n container.innerHTML=_invLines.map((line,i)=>`\n
\n \n \n \n \n
`).join('');\n recalcInvoice();\n }\n\n function updateInvLine(i,field,val){if(_invLines[i])_invLines[i][field]=val;}\n\n function removeInvLine(i){\n _invLines.splice(i,1);\n renderInvoiceLines();\n }\n\n function recalcInvoice(){\n const vatRate=parseFloat(document.getElementById('ims-inv-vatrate')?.value)||20;\n const net=_invLines.reduce((s,l)=>s+((l.quantity||1)*(l.unit_price||0)),0);\n const vat=util().netToVat(net,vatRate);\n const gross=util().netToGross(net,vatRate);\n const fmt=v=>`\u00A3${v.toFixed(2)}`;\n const set=(id,v)=>{const el=document.getElementById(id);if(el)el.textContent=v;};\n set('ims-inv-net',fmt(net));\n set('ims-inv-vat',fmt(vat));\n set('ims-inv-gross',fmt(gross));\n set('ims-inv-vatpct',vatRate);\n }\n\n async function saveInvoice(status){\n const g=id=>document.getElementById(id)?.value?.trim()||'';\n const custName=g('ims-inv-cust');\n if(!custName){ui().toast('Customer name is required','error');return;}\n if(!_invLines.length||_invLines.every(l=>!l.description)){ui().toast('Add at least one line item','error');return;}\n const vatRate=parseFloat(g('ims-inv-vatrate'))||20;\n const net=parseFloat(_invLines.reduce((s,l)=>s+((l.quantity||1)*(l.unit_price||0)),0).toFixed(2));\n const vatAmt=util().netToVat(net,vatRate);\n const gross=util().netToGross(net,vatRate);\n const company=window.SM.AUTH.company;\n const client=window.supabase.createClient(window.IMS_SUPABASE_URL,window.IMS_SUPABASE_ANON_KEY);\n const {data:lastInv}=await client.from('invoices').select('invoice_number').eq('company_id',company?.id).eq('invoice_type','sales').order('created_at',{ascending:false}).limit(1).maybeSingle();\n const invNum=g('ims-inv-num')||util().generateRef(company?.invoice_prefix||'INV',lastInv?.invoice_number);\n const {data:inv,error}=await client.from('invoices').insert({\n company_id:company?.id,invoice_number:invNum,invoice_type:'sales',\n customer_name:custName,customer_email:g('ims-inv-email')||null,\n customer_address:g('ims-inv-addr')||null,customer_vat_number:g('ims-inv-cvat')||null,\n invoice_date:g('ims-inv-date')||new Date().toISOString().split('T')[0],\n due_date:g('ims-inv-due'),\n net_amount:net,vat_rate:vatRate,vat_amount:vatAmt,gross_amount:gross,\n currency:'GBP',status,\n sent_at:status==='sent'?new Date().toISOString():null,\n notes:g('ims-inv-notes')||null,\n created_by:window.SM.AUTH.user?.id\n }).select().single();\n if(error){ui().toast('Failed: '+error.message,'error');return;}\n const codeId=document.getElementById('ims-inv-code')?.value||null;\n await Promise.all(_invLines.filter(l=>l.description).map((l,i)=>{\n const lNet=parseFloat(((l.quantity||1)*(l.unit_price||0)).toFixed(2));\n const lVat=util().netToVat(lNet,vatRate);\n const lGross=util().netToGross(lNet,vatRate);\n return client.from('invoice_lines').insert({\n invoice_id:inv.id,account_code_id:codeId||null,\n description:l.description,quantity:l.quantity||1,\n unit_price:l.unit_price||0,net_amount:lNet,\n vat_rate:vatRate,vat_amount:lVat,gross_amount:lGross,sort_order:i\n });\n }));\n ui().closeModal();\n ui().toast(`Invoice ${invNum} ${status==='draft'?'saved as draft':'created and marked sent'}`,'success');\n loadInvoices();\n }\n\n async function showGenerateFromOrder(){\n // Fetch delivered orders that don't yet have an invoice\n const client=window.supabase.createClient(window.IMS_SUPABASE_URL,window.IMS_SUPABASE_ANON_KEY);\n const {data:orders}=await client.from('orders')\n .select('id,order_number,customer_name,total_value,delivered_at,order_type,vat_treatment')\n .eq('company_id',window.SM.AUTH.company?.id)\n .eq('status','delivered')\n .neq('fulfillment_type','dropship')\n .order('delivered_at',{ascending:false})\n .limit(50);\n\n // Filter out ones already invoiced\n const {data:existingInv}=await client.from('invoices').select('order_id').eq('company_id',window.SM.AUTH.company?.id).not('order_id','is',null);\n const invoicedOrderIds=new Set((existingInv||[]).map(i=>i.order_id));\n const uninvoiced=(orders||[]).filter(o=>!invoicedOrderIds.has(o.id));\n window._gfiUninvoiced=uninvoiced;\n\n ui().openModal('Generate invoice from order',`\n
\n \n Search a delivered order to generate a VAT invoice. The order total is pre-filled but you can adjust before saving.\n
\n
\n \n
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{const d=document.getElementById('ims-gfi-dropdown');if(d)d.style.display='none';},200)\">
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\n \n
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\n `,`\n \n \n `,'lg');\n }\n\n // The default (empty search) view shows the 50 most recently delivered\n // uninvoiced orders \u2014 but a typed search queries the FULL orders table\n // server-side instead of just filtering those 50. An older delivered\n // order that was never invoiced (e.g. it sat for a while before 50+ more\n // recent deliveries pushed it out of that window) must never silently\n // be unfindable here \u2014 same class of gap already fixed for the Invoices\n // tab search and elsewhere in this app.\n async function filterGFIOrders(){\n const q=(document.getElementById('ims-gfi-search')?.value||'').trim();\n const dropdown=document.getElementById('ims-gfi-dropdown');\n if(!dropdown)return;\n\n let matches;\n if(q){\n const client=window.supabase.createClient(window.IMS_SUPABASE_URL,window.IMS_SUPABASE_ANON_KEY);\n const companyId=window.SM.AUTH.company?.id;\n const [{data:byNum},{data:byCust},{data:existingInv}]=await Promise.all([\n client.from('orders').select('id,order_number,customer_name,total_value,vat_treatment')\n .eq('company_id',companyId).eq('status','delivered').neq('fulfillment_type','dropship')\n .ilike('order_number',`%${q}%`).order('delivered_at',{ascending:false}).limit(30),\n client.from('orders').select('id,order_number,customer_name,total_value,vat_treatment')\n .eq('company_id',companyId).eq('status','delivered').neq('fulfillment_type','dropship')\n .ilike('customer_name',`%${q}%`).order('delivered_at',{ascending:false}).limit(30),\n client.from('invoices').select('order_id').eq('company_id',companyId).not('order_id','is',null)\n ]);\n const invoicedIds=new Set((existingInv||[]).map(i=>i.order_id));\n const combined=[...(byNum||[]),...(byCust||[])].filter((o,i,arr)=>arr.findIndex(x=>x.id===o.id)===i);\n matches=combined.filter(o=>!invoicedIds.has(o.id));\n } else {\n matches=window._gfiUninvoiced||[];\n }\n\n dropdown.innerHTML=matches.length?matches.slice(0,30).map(o=>`\n
\n ${util().sanitize(o.order_number)}\n ${util().sanitize(o.customer_name||'\u2014')} \u2014 ${util().formatCurrency(o.total_value)}${o.vat_treatment==='exclusive'?' (ex. VAT)':''}\n
`).join(''):`
No matching orders
`;\n dropdown.style.display='block';\n }\n\n function selectGFIOrder(orderId,totalValue,custName,vatTreatment,orderNumber){\n const sel=document.getElementById('ims-gfi-order');\n const searchInput=document.getElementById('ims-gfi-search');\n const dropdown=document.getElementById('ims-gfi-dropdown');\n if(!sel)return;\n // The chosen order may not be one of the 50 pre-populated