feat(viewer): Invoices & Bills, a document's page, overview tiles (P4b S2)

One sidebar item, Invoices & Bills (the owner's choice, 2026-10-24),
with Money in (invoices) and Money out (bills) tabs: what is owed and
overdue, and the list tied to its receivables or payables account
(Agrees, or what to look at); filters Open, Overdue, Paid, Void, All;
rows by due date, an overdue one saying how many days late, each named
in full for assistive tech. A document's page: total, received or paid,
still owed, status; its lines with their projects; its timeline, a
payment later reversed marked so, each row opening its entry. The
overview adds Owed to you and You owe on bills once the books have
documents. Every figure is the document's derived state (rules.md B-38).
The sidebar's rows (and the rail's) give way to 22 points, not 24, so
13 links still fit the owner's 1479x519 window unscrolled; the
sidebar's tests compute heights from the link count; the 1440x920
golden is re-blessed for the new link.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj

crates/ledger-gui/tests/edges.rs

@@ -352,7 +352,8 @@ fn a_very_short_window_keeps_one_link() {
         h.run_steps(4);
         let first = sidebar_link(&h, "Overview");
         assert!(
-            first.height() >= 23.0 && first.bottom() <= h_px,
+            // 22: the rows' least since there are 13 links (2026-10-24).
+            first.height() >= 22.0 && first.bottom() <= h_px,
             "{tag}: Overview at {first:?}"
         );
         if let Some(status) = h.query_by_label_contains("event ") {

crates/ledger-gui/tests/goldens/sidenav-1440x920.shapes

@@ -1 +1 @@
-05381e0e275497fa
+5ccd68030ec4a54b

crates/ledger-gui/tests/invoices.rs

@@ -0,0 +1,205 @@
+//! Invoices & Bills in the viewer (plan P4b S2): the list shows each
+//! document's figures as the ledger has them (a reversed payment no
+//! longer counts), overdue ones say how late, the tiles add up the open
+//! ones and tie the list to its account; a document's page shows its
+//! lines and its timeline; the overview shows what is owed both ways once
+//! the books have documents.
+
+use chrono::NaiveDate;
+use egui_kittest::Harness;
+use egui_kittest::kittest::Queryable;
+use ledger_core::{AccountType, Currency, DocumentLine};
+use ledger_gui::nav::Route;
+use ledger_gui::{App, Source, data};
+use ledger_store::Store;
+use rust_decimal::Decimal;
+use std::path::PathBuf;
+
+struct TempDir(PathBuf);
+
+impl TempDir {
+    fn new(tag: &str) -> TempDir {
+        let d =
+            std::env::temp_dir().join(format!("ledger-gui-invoices-{tag}-{}", std::process::id()));
+        let _ = std::fs::remove_dir_all(&d);
+        std::fs::create_dir_all(&d).unwrap();
+        TempDir(d)
+    }
+}
+
+impl Drop for TempDir {
+    fn drop(&mut self) {
+        let _ = std::fs::remove_dir_all(&self.0);
+    }
+}
+
+fn d(y: i32, m: u32, day: u32) -> NaiveDate {
+    NaiveDate::from_ymd_opt(y, m, day).unwrap()
+}
+
+fn line(description: &str, cents: i64) -> DocumentLine {
+    DocumentLine {
+        description: description.into(),
+        amount: Decimal::new(cents, 2),
+        class_id: None,
+    }
+}
+
+/// Today is 2026-03-15. Invoice 1 ($500, due Mar 1): $200 paid, then the
+/// payment reversed, so it owes $500 and is 14 days late. Invoice 2 ($80,
+/// due Apr 30): open. Invoice 3 ($40): paid in full. Bill 1 ($300, due
+/// Mar 20): open.
+fn books(dir: &TempDir) -> (u64, u64) {
+    let mut s = Store::create(&dir.0.join("books-data"), Currency::USD).unwrap();
+    for (code, name, t) in [
+        ("1000", "Checking", AccountType::Asset),
+        ("3000", "Capital", AccountType::Equity),
+    ] {
+        s.add_account(code, name, t, None, false).unwrap();
+    }
+    let checking = s.ledger().chart().find_by_code("1000").unwrap().id;
+    let client = s.add_customer("Harbor Client").unwrap();
+    let late = s
+        .create_invoice(
+            client,
+            d(2026, 2, 1),
+            d(2026, 3, 1),
+            vec![line("Consulting", 50_000)],
+        )
+        .unwrap();
+    s.create_invoice(
+        client,
+        d(2026, 2, 5),
+        d(2026, 4, 30),
+        vec![line("Support", 8_000)],
+    )
+    .unwrap();
+    let paid = s
+        .create_invoice(
+            client,
+            d(2026, 2, 6),
+            d(2026, 3, 6),
+            vec![line("Setup", 4_000)],
+        )
+        .unwrap();
+    let pay = s
+        .receive_payment(late, d(2026, 2, 10), Decimal::new(20_000, 2), checking)
+        .unwrap();
+    s.reverse_entry(pay, d(2026, 2, 12), "the transfer bounced")
+        .unwrap();
+    s.receive_payment(paid, d(2026, 2, 20), Decimal::new(4_000, 2), checking)
+        .unwrap();
+    let vendor = s.add_vendor("Clay Co").unwrap();
+    s.create_bill(
+        vendor,
+        d(2026, 3, 2),
+        d(2026, 3, 20),
+        vec![line("Glaze", 30_000)],
+    )
+    .unwrap();
+    (late, pay)
+}
+
+fn open(dir: &TempDir, route: Route) -> Harness<'static, App> {
+    let books = data::load_once(&Source {
+        data_dir: dir.0.join("books-data"),
+        today: Some(d(2026, 3, 15)),
+    })
+    .unwrap();
+    let mut h = Harness::builder()
+        .with_size(egui::vec2(1200.0, 900.0))
+        .build_eframe(|cc| App::with_books(&cc.egui_ctx, books, false, route));
+    h.run_steps(4);
+    h
+}
+
+/// SHOT_DIR set: the page as drawn, to look at.
+fn shot(h: &mut Harness<'static, App>, name: &str) {
+    if let Ok(out) = std::env::var("SHOT_DIR") {
+        let out = PathBuf::from(out);
+        std::fs::create_dir_all(&out).unwrap();
+        h.render()
+            .unwrap()
+            .save(out.join(format!("{name}.png")))
+            .unwrap();
+    }
+}
+
+#[test]
+fn the_list_shows_the_ledgers_figures() {
+    let dir = TempDir::new("list");
+    books(&dir);
+    let mut h = open(&dir, Route::Receivables);
+    shot(&mut h, "receivables");
+    // Open: invoices 1 and 2 (3 is paid): $580 owed, $500 of it late.
+    assert!(h.query_by_label("$580.00").is_some());
+    assert!(h.query_by_label("$500.00").is_some());
+    assert!(
+        h.query_by_label("Invoice 1, Harbor Client, 14 days late, owes 500.00")
+            .is_some()
+    );
+    assert!(
+        h.query_by_label_contains("Invoice 2, Harbor Client, Open")
+            .is_some()
+    );
+    assert!(h.query_by_label_contains("Invoice 3,").is_none());
+    assert!(h.query_by_label_contains("with 1200").is_some());
+    // All shows the paid one too.
+    h.get_by_label("All").click();
+    h.run_steps(2);
+    assert!(
+        h.query_by_label_contains("Invoice 3, Harbor Client, Paid")
+            .is_some()
+    );
+    let mut h = open(&dir, Route::Payables);
+    shot(&mut h, "payables");
+    assert!(
+        h.query_by_label_contains("Bill 1, Clay Co, Open, owes 300.00")
+            .is_some()
+    );
+}
+
+#[test]
+fn a_documents_page_shows_its_timeline() {
+    let dir = TempDir::new("doc");
+    let (late, pay) = books(&dir);
+    let mut h = open(&dir, Route::Invoice(late));
+    shot(&mut h, "invoice");
+    assert!(
+        h.query_by_label_contains("Payment (reversed later), entry #")
+            .is_some()
+    );
+    assert!(
+        h.query_by_label_contains("Payment reversed, entry #")
+            .is_some()
+    );
+    // Received: nothing stands.
+    assert!(h.query_by_label("$0.00").is_some());
+    // A timeline row opens its entry.
+    h.get_by_label_contains(&format!("Payment (reversed later), entry #{pay},"))
+        .click();
+    h.run_steps(2);
+    assert_eq!(h.state_mut().route(), &Route::Entry(pay));
+}
+
+#[test]
+fn the_overview_shows_what_is_owed_both_ways() {
+    let dir = TempDir::new("overview");
+    books(&dir);
+    let mut h = open(&dir, Route::Overview);
+    shot(&mut h, "overview");
+    assert!(h.query_by_label("Owed to you").is_some());
+    assert!(h.query_by_label("You owe on bills").is_some());
+    assert!(h.query_by_label("1 invoice overdue").is_some());
+}
+
+#[test]
+fn books_without_documents_show_no_overview_tiles_for_them() {
+    let dir = TempDir::new("none");
+    Store::create(&dir.0.join("books-data"), Currency::USD).unwrap();
+    let h = open(&dir, Route::Overview);
+    assert!(h.query_by_label("Owed to you").is_none());
+    let mut h = open(&dir, Route::Receivables);
+    shot(&mut h, "receivables-empty");
+    assert!(h.query_by_label("No invoices").is_some());
+}

crates/ledger-gui/tests/sidenav.rs

@@ -423,7 +423,8 @@ fn at_1479x519_every_link_shows_unscrolled() {
                 "{footer:?}: {} at {r:?} isn't whole in {view:?}",
                 s.title()
             );
-            assert!(r.height() >= 24.0, "{footer:?}: {} too tight", s.title());
+            // 22: the rows' least since there are 13 links (2026-10-24).
+            assert!(r.height() >= 22.0, "{footer:?}: {} too tight", s.title());
         }
         assert_clear(&h, Pane::Sidebar, &format!("{footer:?}"));
         // Nothing moves when the last link is asked into view.