automate and view gl entries

app/accounting/api/engine/get_gl_by_source.php

@@ -0,0 +1,34 @@
+<?php
+session_start();
+require '../../../assets/utils/db_auth.php';
+require_once '../../../assets/utils/classes_ac/GlManager.php';
+require_once '../../../assets/utils/classes_ac/GlQueryManager.php';
+
+$doc_type  = trim((string)($data['doc_type']  ?? ''));
+$source_id = (int)($data['source_id'] ?? 0);
+
+if (!$doc_type || $source_id <= 0) {
+    $answer['message'] = 'doc_type and source_id required.';
+    exit(json_encode($answer));
+}
+
+try {
+    $gl    = new GlManager($pdo2, $company_id);
+    $entry = $gl->getBySource($doc_type, $source_id);
+
+    if (!$entry) {
+        $answer['success'] = 1;
+        $answer['output']  = null;
+        exit(json_encode($answer));
+    }
+
+    $query  = new GlQueryManager($pdo2, $company_id);
+    $detail = $query->getJournalDetail((int)$entry['id']);
+
+    $answer['success'] = 1;
+    $answer['output']  = $detail;
+} catch (Exception $e) {
+    $answer['message'] = $e->getMessage();
+}
+
+exit(json_encode($answer));

app/assets/utils/classes_ac/GlQueryManager.php

@@ -201,7 +201,7 @@ class GlQueryManager
                 ) AS product_mapping_missing"
             : ", 0 AS product_mapping_missing";
 
-        $where  = ['i.company_id = :cid', 'i.doc_type = :doc_type', 'i.status != 4'];
+        $where  = ['i.company_id = :cid', 'i.doc_type = :doc_type', 'i.status NOT IN (0, 4)'];
         $params = [':cid' => $this->companyId, ':doc_type' => $doc_type, ':source_type' => $doc_type];
         if ($date_from) { $where[] = 'i.issued_date >= :date_from'; $params[':date_from'] = $date_from; }
         if ($date_to)   { $where[] = 'i.issued_date <= :date_to';   $params[':date_to']   = $date_to; }

app/expense/purchase_invoice.php

@@ -345,10 +345,16 @@
         <td class="py-3">${inv.due_date ? format_date(inv.due_date) : '<span class="text-muted">—</span>'}</td>
         <td class="py-3 small">${formula_name}</td>
         <td class="py-3">${invoice_status_badge(inv.status, inv.due_date)}</td>
-        <td class="py-3">
+        <td class="py-3 text-nowrap">
-          <a href="<?php echo $server_url?>expense/manage_purchase_invoice.php?id=${inv.id}" title="View">
+          <a href="<?php echo $server_url?>expense/manage_purchase_invoice.php?id=${inv.id}" title="View" class="me-2">
             <i class="ti ti-eye fs-5"></i>
           </a>
+          <a href="javascript:;" title="View GL Entry" class="me-2" onclick="show_gl_modal('purchase_invoice',${inv.id})">
+            <i class="ti ti-book fs-5 text-secondary"></i>
+          </a>
+          <a href="javascript:;" title="Delete" class="link-danger" onclick="delete_invoice(${inv.id},'${escape_html(inv.invoice_number)}')">
+            <i class="ti ti-trash fs-5"></i>
+          </a>
         </td>
       </tr>`;
     });
@@ -387,10 +393,16 @@
         <td class="py-3 fw-semibold text-info">${format_number(scn.grand_total, 2)}</td>
         <td class="py-3 small">${formula_name}</td>
         <td class="py-3">${invoice_status_badge(scn.status, null)}</td>
-        <td class="py-3">
+        <td class="py-3 text-nowrap">
-          <a href="<?php echo $server_url?>expense/manage_purchase_invoice.php?id=${scn.id}" title="View">
+          <a href="<?php echo $server_url?>expense/manage_purchase_invoice.php?id=${scn.id}" title="View" class="me-2">
             <i class="ti ti-eye fs-5"></i>
           </a>
+          <a href="javascript:;" title="View GL Entry" class="me-2" onclick="show_gl_modal('supplier_credit_note',${scn.id})">
+            <i class="ti ti-book fs-5 text-secondary"></i>
+          </a>
+          <a href="javascript:;" title="Delete" class="link-danger" onclick="delete_invoice(${scn.id},'${escape_html(scn.invoice_number)}')">
+            <i class="ti ti-trash fs-5"></i>
+          </a>
         </td>
       </tr>`;
     });
@@ -410,7 +422,83 @@
       await retrieve_invoices();
     }
   });
+
+  function delete_invoice(id, doc_number) {
+    bootbox.confirm({
+      message: '<strong>Delete ' + escape_html(doc_number) + '?</strong><br>This cannot be undone. The document number will be freed for reuse.',
+      buttons: {
+        confirm: { label: 'Delete', className: 'btn-danger' },
+        cancel:  { label: 'Back',   className: 'btn-secondary' }
+      },
+      callback: function(result) {
+        if (!result) return;
+        ajax_request({
+          url: server_url + 'order/api/engine/delete_invoice.php',
+          autoPrepare: true, checkRequired: 0, action: 'delete',
+          data: { id: id },
+          onSuccess: function() { retrieve_invoices(); }
+        });
+      }
+    });
+  }
+
+  var _GL_SOURCE_LABELS = { invoice:'Invoice', credit_note:'Credit Note', purchase_invoice:'Purchase Invoice', supplier_credit_note:'Supplier Credit Note', receipt:'Receipt', payment:'Payment', manual:'Manual', reversal:'Reversal' };
+  var _GL_SOURCE_BADGE  = { invoice:'bg-success-subtle text-success', credit_note:'bg-warning-subtle text-warning', purchase_invoice:'bg-primary-subtle text-primary', supplier_credit_note:'bg-secondary-subtle text-secondary', receipt:'bg-info-subtle text-info', payment:'bg-danger-subtle text-danger', manual:'bg-dark-subtle text-dark', reversal:'bg-danger-subtle text-danger' };
+  function _gl_source_badge(t) { return '<span class="badge ' + (_GL_SOURCE_BADGE[t]||'bg-light text-dark') + '">' + (_GL_SOURCE_LABELS[t]||t) + '</span>'; }
+
+  function show_gl_modal(doc_type, source_id) {
+    $('#gl-modal-body').html('<div class="text-center text-muted py-4"><i class="ti ti-loader ti-spin me-1"></i>Loading…</div>');
+    $('#glModal').modal('show');
+    ajax_request({
+      url: server_url + 'accounting/api/engine/get_gl_by_source.php',
+      autoPrepare: true, checkRequired: 0, noLoading: true, action: 'read',
+      data: { doc_type: doc_type, source_id: source_id },
+      onSuccess: function(res) {
+        if (!res.output) { $('#gl-modal-body').html('<p class="text-muted text-center py-4">No GL entry posted for this document.</p>'); return; }
+        var h = res.output.header, lines = res.output.lines || [];
+        var total_debit = 0, total_credit = 0, lines_html = '';
+        $.each(lines, function(i, l) {
+          total_debit  += parseFloat(l.debit)  || 0;
+          total_credit += parseFloat(l.credit) || 0;
+          var dept = l.dept_code ? escape_html(l.dept_code + (l.dept_name ? ' - ' + l.dept_name : '')) : '<span class="text-muted">—</span>';
+          lines_html += '<tr><td class="fw-semibold">' + escape_html(l.account_code) + '</td><td>' + escape_html(l.account_name) + '</td><td>' + dept + '</td>' +
+            '<td class="text-end">' + (parseFloat(l.debit)  ? format_number(l.debit,  2) : '<span class="text-muted">—</span>') + '</td>' +
+            '<td class="text-end">' + (parseFloat(l.credit) ? format_number(l.credit, 2) : '<span class="text-muted">—</span>') + '</td>' +
+            '<td class="text-muted small">' + escape_html(l.description || '—') + '</td></tr>';
+        });
+        lines_html += '<tr class="table-light fw-semibold"><td colspan="3">Total</td><td class="text-end">' + format_number(total_debit, 2) + '</td><td class="text-end">' + format_number(total_credit, 2) + '</td><td></td></tr>';
+        var balanced = Math.abs(total_debit - total_credit) < 0.01;
+        var bal_badge = balanced ? '<span class="badge bg-success-subtle text-success ms-2">Balanced</span>' : '<span class="badge bg-danger-subtle text-danger ms-2">Unbalanced</span>';
+        $('#gl-modal-body').html(
+          '<div class="row g-3 mb-4 text-sm">' +
+          '<div class="col-sm-4"><div class="text-muted small">Source</div><div>' + _gl_source_badge(h.source_type) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Period</div><div class="fw-semibold">' + escape_html(h.period) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Formula</div><div>' + escape_html(h.formula_name || '—') + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Posted At</div><div class="text-muted small">' + escape_html(h.posted_at) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Updated At</div><div class="text-muted small">' + escape_html(h.updated_at_fmt) + '</div></div>' +
+          '</div><div class="d-flex align-items-center mb-2"><span class="fw-semibold">Journal Lines</span>' + bal_badge + '</div>' +
+          '<table class="table table-sm table-hover mb-0 table-centered"><thead class="table-light"><tr><th>Account Code</th><th>Account Name</th><th>Department</th><th class="text-end">Debit</th><th class="text-end">Credit</th><th>Description</th></tr></thead><tbody>' + lines_html + '</tbody></table>'
+        );
+      }
+    });
+  }
   </script>
 
+<!-- GL Entry Modal -->
+<div class="modal fade" id="glModal" tabindex="-1">
+  <div class="modal-dialog modal-lg modal-dialog-scrollable">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h5 class="modal-title"><i class="ti ti-book me-2"></i>GL Entry</h5>
+        <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+      </div>
+      <div class="modal-body" id="gl-modal-body"></div>
+      <div class="modal-footer">
+        <button type="button" class="btn btn-secondary btn-sm" data-bs-dismiss="modal">Close</button>
+      </div>
+    </div>
+  </div>
+</div>
+
 </body>
 </html>

app/finance/api/engine/manage_payment.php

@@ -54,6 +54,30 @@
             (new UsageGuard($pdo1, $company_id, $packages))->increment();
             require_once '../../../assets/utils/notify_node.php';
             notify_node('payment_posted', ['id' => $new_id], $company_id);
+
+            // Auto-post GL
+            try {
+                require_once '../../../assets/utils/classes_ac/posting/BasePosting.php';
+                require_once '../../../assets/utils/classes_ac/posting/PaymentPosting.php';
+                $sth = $pdo2->prepare("SELECT formula_id FROM td_payment WHERE company_id = :cid AND id = :id LIMIT 1");
+                $sth->execute([':cid' => $company_id, ':id' => $new_id]);
+                $row = $sth->fetch(PDO::FETCH_ASSOC);
+                $posting = new PaymentPosting($pdo2, $company_id);
+                $built   = $posting->build($new_id, $row['formula_id'] ?: null);
+                $guard   = new PostingWindowGuard($pdo1, $company_id);
+                $gl      = new GlManager($pdo2, $company_id, $guard);
+                $pdo2->beginTransaction();
+                $gl->post('payment', $new_id, $built['formula_id'], $built['period'], $built['lines'], ['journal_date' => $built['doc_date']]);
+                $pdo2->commit();
+                notify_node('gl_posted', ['doc_type' => 'payment', 'id' => $new_id, 'action' => 'posted'], $company_id);
+                $answer['gl_posted'] = true;
+            } catch (Exception $e) {
+                if ($pdo2->inTransaction()) $pdo2->rollBack();
+                $answer['gl_posted'] = false;
+                $answer['gl_message'] = $e->getMessage();
+                error_log("auto_gl [payment#{$new_id}]: " . $e->getMessage());
+            }
+
             exit(json_encode($answer));
         }
 

app/finance/api/engine/manage_receipt.php

@@ -54,6 +54,30 @@
             (new UsageGuard($pdo1, $company_id, $packages))->increment();
             require_once '../../../assets/utils/notify_node.php';
             notify_node('receipt_posted', ['id' => $new_id], $company_id);
+
+            // Auto-post GL
+            try {
+                require_once '../../../assets/utils/classes_ac/posting/BasePosting.php';
+                require_once '../../../assets/utils/classes_ac/posting/ReceiptPosting.php';
+                $sth = $pdo2->prepare("SELECT formula_id FROM td_receipt WHERE company_id = :cid AND id = :id LIMIT 1");
+                $sth->execute([':cid' => $company_id, ':id' => $new_id]);
+                $row = $sth->fetch(PDO::FETCH_ASSOC);
+                $posting = new ReceiptPosting($pdo2, $company_id);
+                $built   = $posting->build($new_id, $row['formula_id'] ?: null);
+                $guard   = new PostingWindowGuard($pdo1, $company_id);
+                $gl      = new GlManager($pdo2, $company_id, $guard);
+                $pdo2->beginTransaction();
+                $gl->post('receipt', $new_id, $built['formula_id'], $built['period'], $built['lines'], ['journal_date' => $built['doc_date']]);
+                $pdo2->commit();
+                notify_node('gl_posted', ['doc_type' => 'receipt', 'id' => $new_id, 'action' => 'posted'], $company_id);
+                $answer['gl_posted'] = true;
+            } catch (Exception $e) {
+                if ($pdo2->inTransaction()) $pdo2->rollBack();
+                $answer['gl_posted'] = false;
+                $answer['gl_message'] = $e->getMessage();
+                error_log("auto_gl [receipt#{$new_id}]: " . $e->getMessage());
+            }
+
             exit(json_encode($answer));
         }
 

app/finance/payment.php

@@ -257,11 +257,14 @@
         <td class="py-3 fw-semibold">${format_number(r.amount, 2)}</td>
         <td class="py-3 small">${formula_name}</td>
         <td class="py-3">${payment_status_badge(r.status)}</td>
-        <td class="py-3">
+        <td class="py-3 text-nowrap">
-          <a href="<?php echo $server_url?>finance/manage_payment.php?id=${r.id}" title="View payment">
+          <a href="<?php echo $server_url?>finance/manage_payment.php?id=${r.id}" title="View payment" class="me-2">
             <i class="ti ti-eye fs-5"></i>
           </a>
-          ${can_delete ? `<a href="javascript:void(0);" class="link-danger ms-2" title="Delete" onclick="delete_payment(${r.id})"><i class="ti ti-trash fs-5"></i></a>` : ''}
+          <a href="javascript:;" title="View GL Entry" class="me-2" onclick="show_gl_modal('payment',${r.id})">
+            <i class="ti ti-book fs-5 text-secondary"></i>
+          </a>
+          ${can_delete ? `<a href="javascript:void(0);" class="link-danger" title="Delete" onclick="delete_payment(${r.id})"><i class="ti ti-trash fs-5"></i></a>` : ''}
         </td>
       </tr>`;
     });
@@ -439,14 +442,24 @@
         notes:              $('#notes').val(),
       },
       onSuccess: function(res) {
+        if (res.gl_posted === true) {
+          toastr.success('GL entry posted automatically.', 'GL Posted');
+        } else if (res.gl_posted === false) {
+          toastr.warning('Payment posted, but GL posting failed: ' + (res.gl_message || 'Unknown error'), 'GL Skipped', { timeOut: 8000 });
+        }
+        var delay = res.gl_posted === false ? 3000 : 800;
         if (prefill_billing_id > 0 && res.new_id) {
+          setTimeout(function() {
             window.location.href = '<?php echo $server_url?>finance/manage_payment.php?id=' + res.new_id;
+          }, delay);
           return;
         }
+        setTimeout(function() {
           hide_payment_form();
           $('#contact, #contact_id, #notes').val('');
           $('#allocation_tbody').html('<tr><td colspan="5" class="text-center py-5 text-muted">Select a supplier and load open billings.</td></tr>');
           load_payments();
+        }, delay);
       }
     });
   }
@@ -504,7 +517,64 @@
       });
     }
   });
+
+  var _GL_SOURCE_LABELS = { invoice:'Invoice', credit_note:'Credit Note', purchase_invoice:'Purchase Invoice', supplier_credit_note:'Supplier Credit Note', receipt:'Receipt', payment:'Payment', manual:'Manual', reversal:'Reversal' };
+  var _GL_SOURCE_BADGE  = { invoice:'bg-success-subtle text-success', credit_note:'bg-warning-subtle text-warning', purchase_invoice:'bg-primary-subtle text-primary', supplier_credit_note:'bg-secondary-subtle text-secondary', receipt:'bg-info-subtle text-info', payment:'bg-danger-subtle text-danger', manual:'bg-dark-subtle text-dark', reversal:'bg-danger-subtle text-danger' };
+  function _gl_source_badge(t) { return '<span class="badge ' + (_GL_SOURCE_BADGE[t]||'bg-light text-dark') + '">' + (_GL_SOURCE_LABELS[t]||t) + '</span>'; }
+
+  function show_gl_modal(doc_type, source_id) {
+    $('#gl-modal-body').html('<div class="text-center text-muted py-4"><i class="ti ti-loader ti-spin me-1"></i>Loading…</div>');
+    $('#glModal').modal('show');
+    ajax_request({
+      url: server_url + 'accounting/api/engine/get_gl_by_source.php',
+      autoPrepare: true, checkRequired: 0, noLoading: true, action: 'read',
+      data: { doc_type: doc_type, source_id: source_id },
+      onSuccess: function(res) {
+        if (!res.output) { $('#gl-modal-body').html('<p class="text-muted text-center py-4">No GL entry posted for this document.</p>'); return; }
+        var h = res.output.header, lines = res.output.lines || [];
+        var total_debit = 0, total_credit = 0, lines_html = '';
+        $.each(lines, function(i, l) {
+          total_debit  += parseFloat(l.debit)  || 0;
+          total_credit += parseFloat(l.credit) || 0;
+          var dept = l.dept_code ? escape_html(l.dept_code + (l.dept_name ? ' - ' + l.dept_name : '')) : '<span class="text-muted">—</span>';
+          lines_html += '<tr><td class="fw-semibold">' + escape_html(l.account_code) + '</td><td>' + escape_html(l.account_name) + '</td><td>' + dept + '</td>' +
+            '<td class="text-end">' + (parseFloat(l.debit)  ? format_number(l.debit,  2) : '<span class="text-muted">—</span>') + '</td>' +
+            '<td class="text-end">' + (parseFloat(l.credit) ? format_number(l.credit, 2) : '<span class="text-muted">—</span>') + '</td>' +
+            '<td class="text-muted small">' + escape_html(l.description || '—') + '</td></tr>';
+        });
+        lines_html += '<tr class="table-light fw-semibold"><td colspan="3">Total</td><td class="text-end">' + format_number(total_debit, 2) + '</td><td class="text-end">' + format_number(total_credit, 2) + '</td><td></td></tr>';
+        var balanced = Math.abs(total_debit - total_credit) < 0.01;
+        var bal_badge = balanced ? '<span class="badge bg-success-subtle text-success ms-2">Balanced</span>' : '<span class="badge bg-danger-subtle text-danger ms-2">Unbalanced</span>';
+        $('#gl-modal-body').html(
+          '<div class="row g-3 mb-4 text-sm">' +
+          '<div class="col-sm-4"><div class="text-muted small">Source</div><div>' + _gl_source_badge(h.source_type) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Period</div><div class="fw-semibold">' + escape_html(h.period) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Formula</div><div>' + escape_html(h.formula_name || '—') + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Posted At</div><div class="text-muted small">' + escape_html(h.posted_at) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Updated At</div><div class="text-muted small">' + escape_html(h.updated_at_fmt) + '</div></div>' +
+          '</div><div class="d-flex align-items-center mb-2"><span class="fw-semibold">Journal Lines</span>' + bal_badge + '</div>' +
+          '<table class="table table-sm table-hover mb-0 table-centered"><thead class="table-light"><tr><th>Account Code</th><th>Account Name</th><th>Department</th><th class="text-end">Debit</th><th class="text-end">Credit</th><th>Description</th></tr></thead><tbody>' + lines_html + '</tbody></table>'
+        );
+      }
+    });
+  }
   </script>
 
+<!-- GL Entry Modal -->
+<div class="modal fade" id="glModal" tabindex="-1">
+  <div class="modal-dialog modal-lg modal-dialog-scrollable">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h5 class="modal-title"><i class="ti ti-book me-2"></i>GL Entry</h5>
+        <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+      </div>
+      <div class="modal-body" id="gl-modal-body"></div>
+      <div class="modal-footer">
+        <button type="button" class="btn btn-secondary btn-sm" data-bs-dismiss="modal">Close</button>
+      </div>
+    </div>
+  </div>
+</div>
+
 </body>
 </html>

app/finance/receipt.php

@@ -287,11 +287,14 @@
         <td class="py-3 fw-semibold">${format_number(r.amount, 2)}</td>
         <td class="py-3 small">${formula_name}</td>
         <td class="py-3">${receipt_status_badge(r.status)}</td>
-        <td class="py-3">
+        <td class="py-3 text-nowrap">
-          <a href="<?php echo $server_url?>finance/manage_receipt.php?id=${r.id}" title="View receipt">
+          <a href="<?php echo $server_url?>finance/manage_receipt.php?id=${r.id}" title="View receipt" class="me-2">
             <i class="ti ti-eye fs-5"></i>
           </a>
-          ${can_delete ? `<a href="javascript:void(0);" class="link-danger ms-2" title="Delete" onclick="delete_receipt(${r.id})"><i class="ti ti-trash fs-5"></i></a>` : ''}
+          <a href="javascript:;" title="View GL Entry" class="me-2" onclick="show_gl_modal('receipt',${r.id})">
+            <i class="ti ti-book fs-5 text-secondary"></i>
+          </a>
+          ${can_delete ? `<a href="javascript:void(0);" class="link-danger" title="Delete" onclick="delete_receipt(${r.id})"><i class="ti ti-trash fs-5"></i></a>` : ''}
         </td>
       </tr>`;
     });
@@ -470,7 +473,14 @@
       },
       onSuccess: function(res) {
         if (res.new_id) {
+          if (res.gl_posted === true) {
+            toastr.success('GL entry posted automatically.', 'GL Posted');
+          } else if (res.gl_posted === false) {
+            toastr.warning('Receipt posted, but GL posting failed: ' + (res.gl_message || 'Unknown error'), 'GL Skipped', { timeOut: 8000 });
+          }
+          setTimeout(function() {
             window.location.href = '<?php echo $server_url?>finance/manage_receipt.php?id=' + res.new_id;
+          }, res.gl_posted === false ? 3000 : 800);
         }
       }
     });
@@ -529,7 +539,64 @@
       });
     }
   });
+
+  var _GL_SOURCE_LABELS = { invoice:'Invoice', credit_note:'Credit Note', purchase_invoice:'Purchase Invoice', supplier_credit_note:'Supplier Credit Note', receipt:'Receipt', payment:'Payment', manual:'Manual', reversal:'Reversal' };
+  var _GL_SOURCE_BADGE  = { invoice:'bg-success-subtle text-success', credit_note:'bg-warning-subtle text-warning', purchase_invoice:'bg-primary-subtle text-primary', supplier_credit_note:'bg-secondary-subtle text-secondary', receipt:'bg-info-subtle text-info', payment:'bg-danger-subtle text-danger', manual:'bg-dark-subtle text-dark', reversal:'bg-danger-subtle text-danger' };
+  function _gl_source_badge(t) { return '<span class="badge ' + (_GL_SOURCE_BADGE[t]||'bg-light text-dark') + '">' + (_GL_SOURCE_LABELS[t]||t) + '</span>'; }
+
+  function show_gl_modal(doc_type, source_id) {
+    $('#gl-modal-body').html('<div class="text-center text-muted py-4"><i class="ti ti-loader ti-spin me-1"></i>Loading…</div>');
+    $('#glModal').modal('show');
+    ajax_request({
+      url: server_url + 'accounting/api/engine/get_gl_by_source.php',
+      autoPrepare: true, checkRequired: 0, noLoading: true, action: 'read',
+      data: { doc_type: doc_type, source_id: source_id },
+      onSuccess: function(res) {
+        if (!res.output) { $('#gl-modal-body').html('<p class="text-muted text-center py-4">No GL entry posted for this document.</p>'); return; }
+        var h = res.output.header, lines = res.output.lines || [];
+        var total_debit = 0, total_credit = 0, lines_html = '';
+        $.each(lines, function(i, l) {
+          total_debit  += parseFloat(l.debit)  || 0;
+          total_credit += parseFloat(l.credit) || 0;
+          var dept = l.dept_code ? escape_html(l.dept_code + (l.dept_name ? ' - ' + l.dept_name : '')) : '<span class="text-muted">—</span>';
+          lines_html += '<tr><td class="fw-semibold">' + escape_html(l.account_code) + '</td><td>' + escape_html(l.account_name) + '</td><td>' + dept + '</td>' +
+            '<td class="text-end">' + (parseFloat(l.debit)  ? format_number(l.debit,  2) : '<span class="text-muted">—</span>') + '</td>' +
+            '<td class="text-end">' + (parseFloat(l.credit) ? format_number(l.credit, 2) : '<span class="text-muted">—</span>') + '</td>' +
+            '<td class="text-muted small">' + escape_html(l.description || '—') + '</td></tr>';
+        });
+        lines_html += '<tr class="table-light fw-semibold"><td colspan="3">Total</td><td class="text-end">' + format_number(total_debit, 2) + '</td><td class="text-end">' + format_number(total_credit, 2) + '</td><td></td></tr>';
+        var balanced = Math.abs(total_debit - total_credit) < 0.01;
+        var bal_badge = balanced ? '<span class="badge bg-success-subtle text-success ms-2">Balanced</span>' : '<span class="badge bg-danger-subtle text-danger ms-2">Unbalanced</span>';
+        $('#gl-modal-body').html(
+          '<div class="row g-3 mb-4 text-sm">' +
+          '<div class="col-sm-4"><div class="text-muted small">Source</div><div>' + _gl_source_badge(h.source_type) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Period</div><div class="fw-semibold">' + escape_html(h.period) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Formula</div><div>' + escape_html(h.formula_name || '—') + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Posted At</div><div class="text-muted small">' + escape_html(h.posted_at) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Updated At</div><div class="text-muted small">' + escape_html(h.updated_at_fmt) + '</div></div>' +
+          '</div><div class="d-flex align-items-center mb-2"><span class="fw-semibold">Journal Lines</span>' + bal_badge + '</div>' +
+          '<table class="table table-sm table-hover mb-0 table-centered"><thead class="table-light"><tr><th>Account Code</th><th>Account Name</th><th>Department</th><th class="text-end">Debit</th><th class="text-end">Credit</th><th>Description</th></tr></thead><tbody>' + lines_html + '</tbody></table>'
+        );
+      }
+    });
+  }
   </script>
 
+<!-- GL Entry Modal -->
+<div class="modal fade" id="glModal" tabindex="-1">
+  <div class="modal-dialog modal-lg modal-dialog-scrollable">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h5 class="modal-title"><i class="ti ti-book me-2"></i>GL Entry</h5>
+        <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+      </div>
+      <div class="modal-body" id="gl-modal-body"></div>
+      <div class="modal-footer">
+        <button type="button" class="btn btn-secondary btn-sm" data-bs-dismiss="modal">Close</button>
+      </div>
+    </div>
+  </div>
+</div>
+
 </body>
 </html>

app/order/api/engine/issue_invoice.php

@@ -13,6 +13,13 @@
         exit(json_encode($answer));
     }
 
+    $posting_map = [
+        'invoice'              => 'InvoicePosting',
+        'credit_note'          => 'CreditNotePosting',
+        'purchase_invoice'     => 'PurchaseInvoicePosting',
+        'supplier_credit_note' => 'SupplierCreditNotePosting',
+    ];
+
     try {
         dbTransaction($pdo2, function($pdo) use ($id, $due_date, $company_id, $logging) {
             $inv = new InvoiceManager($pdo, $company_id);
@@ -22,6 +29,44 @@
         $answer['success'] = 1;
         $answer['message'] = 'Invoice issued.';
 
+        // Auto-post GL for this document
+        $sth = $pdo2->prepare("SELECT doc_type, formula_id FROM td_invoice WHERE company_id = :cid AND id = :id LIMIT 1");
+        $sth->execute([':cid' => $company_id, ':id' => $id]);
+        $doc = $sth->fetch(PDO::FETCH_ASSOC);
+
+        if ($doc && isset($posting_map[$doc['doc_type']])) {
+            try {
+                $class_name = $posting_map[$doc['doc_type']];
+                require_once '../../../assets/utils/classes_ac/posting/BasePosting.php';
+                require_once '../../../assets/utils/classes_ac/posting/' . $class_name . '.php';
+                require_once '../../../assets/utils/notify_node.php';
+
+                $posting  = new $class_name($pdo2, $company_id);
+                $built    = $posting->build($id, $doc['formula_id'] ?: null);
+
+                $guard    = new PostingWindowGuard($pdo1, $company_id);
+                $gl       = new GlManager($pdo2, $company_id, $guard);
+                $meta     = ['journal_date' => $built['doc_date'] ?? null];
+                $existing = $gl->getBySource($doc['doc_type'], $id);
+
+                $pdo2->beginTransaction();
+                if ($existing) {
+                    $gl->replace($doc['doc_type'], $id, $built['formula_id'], $built['period'], $built['lines'], $meta);
+                } else {
+                    $gl->post($doc['doc_type'], $id, $built['formula_id'], $built['period'], $built['lines'], $meta);
+                }
+                $pdo2->commit();
+
+                notify_node('gl_posted', ['doc_type' => $doc['doc_type'], 'id' => $id, 'action' => 'posted'], $company_id);
+                $answer['gl_posted'] = true;
+            } catch (Exception $e) {
+                if ($pdo2->inTransaction()) $pdo2->rollBack();
+                $answer['gl_posted'] = false;
+                $answer['gl_message'] = $e->getMessage();
+                error_log("auto_gl [{$doc['doc_type']}#{$id}]: " . $e->getMessage());
+            }
+        }
+
     } catch (PDOException $e) {
         $answer['message'] = 'Database error, please try again.';
         http_response_code(500);

app/po/invoice.php

@@ -256,11 +256,14 @@
         <td class="py-3 fw-semibold">${format_number(inv.grand_total, 2)}</td>
         <td class="py-3">${inv.due_date ? format_date(inv.due_date) : '<span class="text-muted">—</span>'}</td>
         <td class="py-3">${invoice_status_badge(inv.status, inv.due_date)}</td>
-        <td class="py-3">
+        <td class="py-3 text-nowrap">
-          <a href="<?php echo $server_url?>po/manage_purchase_invoice.php?id=${inv.id}" title="View">
+          <a href="<?php echo $server_url?>po/manage_purchase_invoice.php?id=${inv.id}" title="View" class="me-2">
             <i class="ti ti-eye fs-5"></i>
           </a>
-          ${can_delete ? `<a href="javascript:void(0);" class="link-danger ms-2" title="Delete" onclick="delete_invoice(${inv.id})"><i class="ti ti-trash fs-5"></i></a>` : ''}
+          <a href="javascript:;" title="View GL Entry" class="me-2" onclick="show_gl_modal('${inv.doc_type}',${inv.id})">
+            <i class="ti ti-book fs-5 text-secondary"></i>
+          </a>
+          ${can_delete ? `<a href="javascript:void(0);" class="link-danger" title="Delete" onclick="delete_invoice(${inv.id})"><i class="ti ti-trash fs-5"></i></a>` : ''}
         </td>
       </tr>`;
     });
@@ -286,6 +289,47 @@
     });
   }
 
+  var _GL_SOURCE_LABELS = { invoice:'Invoice', credit_note:'Credit Note', purchase_invoice:'Purchase Invoice', supplier_credit_note:'Supplier Credit Note', receipt:'Receipt', payment:'Payment', manual:'Manual', reversal:'Reversal' };
+  var _GL_SOURCE_BADGE  = { invoice:'bg-success-subtle text-success', credit_note:'bg-warning-subtle text-warning', purchase_invoice:'bg-primary-subtle text-primary', supplier_credit_note:'bg-secondary-subtle text-secondary', receipt:'bg-info-subtle text-info', payment:'bg-danger-subtle text-danger', manual:'bg-dark-subtle text-dark', reversal:'bg-danger-subtle text-danger' };
+  function _gl_source_badge(t) { return '<span class="badge ' + (_GL_SOURCE_BADGE[t]||'bg-light text-dark') + '">' + (_GL_SOURCE_LABELS[t]||t) + '</span>'; }
+
+  function show_gl_modal(doc_type, source_id) {
+    $('#gl-modal-body').html('<div class="text-center text-muted py-4"><i class="ti ti-loader ti-spin me-1"></i>Loading…</div>');
+    $('#glModal').modal('show');
+    ajax_request({
+      url: server_url + 'accounting/api/engine/get_gl_by_source.php',
+      autoPrepare: true, checkRequired: 0, noLoading: true, action: 'read',
+      data: { doc_type: doc_type, source_id: source_id },
+      onSuccess: function(res) {
+        if (!res.output) { $('#gl-modal-body').html('<p class="text-muted text-center py-4">No GL entry posted for this document.</p>'); return; }
+        var h = res.output.header, lines = res.output.lines || [];
+        var total_debit = 0, total_credit = 0, lines_html = '';
+        $.each(lines, function(i, l) {
+          total_debit  += parseFloat(l.debit)  || 0;
+          total_credit += parseFloat(l.credit) || 0;
+          var dept = l.dept_code ? escape_html(l.dept_code + (l.dept_name ? ' - ' + l.dept_name : '')) : '<span class="text-muted">—</span>';
+          lines_html += '<tr><td class="fw-semibold">' + escape_html(l.account_code) + '</td><td>' + escape_html(l.account_name) + '</td><td>' + dept + '</td>' +
+            '<td class="text-end">' + (parseFloat(l.debit)  ? format_number(l.debit,  2) : '<span class="text-muted">—</span>') + '</td>' +
+            '<td class="text-end">' + (parseFloat(l.credit) ? format_number(l.credit, 2) : '<span class="text-muted">—</span>') + '</td>' +
+            '<td class="text-muted small">' + escape_html(l.description || '—') + '</td></tr>';
+        });
+        lines_html += '<tr class="table-light fw-semibold"><td colspan="3">Total</td><td class="text-end">' + format_number(total_debit, 2) + '</td><td class="text-end">' + format_number(total_credit, 2) + '</td><td></td></tr>';
+        var balanced = Math.abs(total_debit - total_credit) < 0.01;
+        var bal_badge = balanced ? '<span class="badge bg-success-subtle text-success ms-2">Balanced</span>' : '<span class="badge bg-danger-subtle text-danger ms-2">Unbalanced</span>';
+        $('#gl-modal-body').html(
+          '<div class="row g-3 mb-4 text-sm">' +
+          '<div class="col-sm-4"><div class="text-muted small">Source</div><div>' + _gl_source_badge(h.source_type) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Period</div><div class="fw-semibold">' + escape_html(h.period) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Formula</div><div>' + escape_html(h.formula_name || '—') + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Posted At</div><div class="text-muted small">' + escape_html(h.posted_at) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Updated At</div><div class="text-muted small">' + escape_html(h.updated_at_fmt) + '</div></div>' +
+          '</div><div class="d-flex align-items-center mb-2"><span class="fw-semibold">Journal Lines</span>' + bal_badge + '</div>' +
+          '<table class="table table-sm table-hover mb-0 table-centered"><thead class="table-light"><tr><th>Account Code</th><th>Account Name</th><th>Department</th><th class="text-end">Debit</th><th class="text-end">Credit</th><th>Description</th></tr></thead><tbody>' + lines_html + '</tbody></table>'
+        );
+      }
+    });
+  }
+
   $(async function() {
     await load_dept_cache();
     populate_dept_filter('filter_dept');
@@ -297,5 +341,21 @@
   });
   </script>
 
+<!-- GL Entry Modal -->
+<div class="modal fade" id="glModal" tabindex="-1">
+  <div class="modal-dialog modal-lg modal-dialog-scrollable">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h5 class="modal-title"><i class="ti ti-book me-2"></i>GL Entry</h5>
+        <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+      </div>
+      <div class="modal-body" id="gl-modal-body"></div>
+      <div class="modal-footer">
+        <button type="button" class="btn btn-secondary btn-sm" data-bs-dismiss="modal">Close</button>
+      </div>
+    </div>
+  </div>
+</div>
+
 </body>
 </html>

app/po/manage_purchase_invoice.php

@@ -364,7 +364,14 @@
             invoice_id: invoice_id,
             due_date: is_dn ? '' : due_date.split('/').reverse().join('-')
           },
-          onSuccess: function() { retrieve_invoice(); }
+          onSuccess: function(res) {
+            retrieve_invoice();
+            if (res.gl_posted === true) {
+              toastr.success('GL entry posted automatically.', 'GL Posted');
+            } else if (res.gl_posted === false) {
+              toastr.warning('Document issued, but GL posting failed: ' + (res.gl_message || 'Unknown error'), 'GL Skipped', { timeOut: 8000 });
+            }
+          }
         });
       }
     });

app/revenue/invoice.php

@@ -355,10 +355,16 @@
         <td class="py-3 fw-semibold">${format_number(inv.grand_total, 2)}</td>
         <td class="py-3 small">${formula_name}</td>
         <td class="py-3">${invoice_status_badge(inv.status, inv.due_date, inv.payment_state, inv.doc_type)}</td>
-        <td class="py-3">
+        <td class="py-3 text-nowrap">
-          <a href="<?php echo $server_url?>revenue/manage_invoice.php?id=${inv.id}" title="View">
+          <a href="<?php echo $server_url?>revenue/manage_invoice.php?id=${inv.id}" title="View" class="me-2">
             <i class="ti ti-eye fs-5"></i>
           </a>
+          <a href="javascript:;" title="View GL Entry" class="me-2" onclick="show_gl_modal('invoice',${inv.id})">
+            <i class="ti ti-book fs-5 text-secondary"></i>
+          </a>
+          <a href="javascript:;" title="Delete" class="link-danger" onclick="delete_invoice(${inv.id},'${escape_html(inv.invoice_number)}')">
+            <i class="ti ti-trash fs-5"></i>
+          </a>
         </td>
       </tr>`;
     });
@@ -397,16 +403,93 @@
         <td class="py-3 fw-semibold text-danger">${format_number(cn.grand_total, 2)}</td>
         <td class="py-3 small">${formula_name}</td>
         <td class="py-3">${invoice_status_badge(cn.status, cn.due_date, cn.payment_state, cn.doc_type)}</td>
-        <td class="py-3">
+        <td class="py-3 text-nowrap">
-          <a href="<?php echo $server_url?>revenue/manage_invoice.php?id=${cn.id}" title="View">
+          <a href="<?php echo $server_url?>revenue/manage_invoice.php?id=${cn.id}" title="View" class="me-2">
             <i class="ti ti-eye fs-5"></i>
           </a>
+          <a href="javascript:;" title="View GL Entry" class="me-2" onclick="show_gl_modal('credit_note',${cn.id})">
+            <i class="ti ti-book fs-5 text-secondary"></i>
+          </a>
+          <a href="javascript:;" title="Delete" class="link-danger" onclick="delete_invoice(${cn.id},'${escape_html(cn.invoice_number)}')">
+            <i class="ti ti-trash fs-5"></i>
+          </a>
         </td>
       </tr>`;
     });
     $('table#cn_list tbody').html(body);
   }
 
+  function delete_invoice(id, doc_number) {
+    bootbox.confirm({
+      message: '<strong>Delete ' + escape_html(doc_number) + '?</strong><br>This cannot be undone. The document number will be freed for reuse.',
+      buttons: {
+        confirm: { label: 'Delete', className: 'btn-danger' },
+        cancel:  { label: 'Back',   className: 'btn-secondary' }
+      },
+      callback: function(result) {
+        if (!result) return;
+        ajax_request({
+          url: server_url + 'order/api/engine/delete_invoice.php',
+          autoPrepare: true, checkRequired: 0, action: 'delete',
+          data: { id: id },
+          onSuccess: function() { retrieve_invoices(); }
+        });
+      }
+    });
+  }
+
+  var _GL_SOURCE_LABELS = { invoice:'Invoice', credit_note:'Credit Note', purchase_invoice:'Purchase Invoice', supplier_credit_note:'Supplier Credit Note', receipt:'Receipt', payment:'Payment', manual:'Manual', reversal:'Reversal' };
+  var _GL_SOURCE_BADGE  = { invoice:'bg-success-subtle text-success', credit_note:'bg-warning-subtle text-warning', purchase_invoice:'bg-primary-subtle text-primary', supplier_credit_note:'bg-secondary-subtle text-secondary', receipt:'bg-info-subtle text-info', payment:'bg-danger-subtle text-danger', manual:'bg-dark-subtle text-dark', reversal:'bg-danger-subtle text-danger' };
+  function _gl_source_badge(t) { return '<span class="badge ' + (_GL_SOURCE_BADGE[t]||'bg-light text-dark') + '">' + (_GL_SOURCE_LABELS[t]||t) + '</span>'; }
+
+  function show_gl_modal(doc_type, source_id) {
+    $('#gl-modal-body').html('<div class="text-center text-muted py-4"><i class="ti ti-loader ti-spin me-1"></i>Loading…</div>');
+    $('#glModal').modal('show');
+    ajax_request({
+      url: server_url + 'accounting/api/engine/get_gl_by_source.php',
+      autoPrepare: true, checkRequired: 0, noLoading: true, action: 'read',
+      data: { doc_type: doc_type, source_id: source_id },
+      onSuccess: function(res) {
+        if (!res.output) {
+          $('#gl-modal-body').html('<p class="text-muted text-center py-4">No GL entry posted for this document.</p>');
+          return;
+        }
+        var h = res.output.header, lines = res.output.lines || [];
+        var total_debit = 0, total_credit = 0, lines_html = '';
+        $.each(lines, function(i, l) {
+          total_debit  += parseFloat(l.debit)  || 0;
+          total_credit += parseFloat(l.credit) || 0;
+          var dept = l.dept_code ? escape_html(l.dept_code + (l.dept_name ? ' - ' + l.dept_name : '')) : '<span class="text-muted">—</span>';
+          lines_html += '<tr>' +
+            '<td class="fw-semibold">' + escape_html(l.account_code) + '</td>' +
+            '<td>' + escape_html(l.account_name) + '</td>' +
+            '<td>' + dept + '</td>' +
+            '<td class="text-end">' + (parseFloat(l.debit)  ? format_number(l.debit,  2) : '<span class="text-muted">—</span>') + '</td>' +
+            '<td class="text-end">' + (parseFloat(l.credit) ? format_number(l.credit, 2) : '<span class="text-muted">—</span>') + '</td>' +
+            '<td class="text-muted small">' + escape_html(l.description || '—') + '</td></tr>';
+        });
+        lines_html += '<tr class="table-light fw-semibold"><td colspan="3">Total</td>' +
+          '<td class="text-end">' + format_number(total_debit,  2) + '</td>' +
+          '<td class="text-end">' + format_number(total_credit, 2) + '</td><td></td></tr>';
+        var balanced = Math.abs(total_debit - total_credit) < 0.01;
+        var bal_badge = balanced ? '<span class="badge bg-success-subtle text-success ms-2">Balanced</span>' : '<span class="badge bg-danger-subtle text-danger ms-2">Unbalanced</span>';
+        $('#gl-modal-body').html(
+          '<div class="row g-3 mb-4 text-sm">' +
+          '<div class="col-sm-4"><div class="text-muted small">Source</div><div>' + _gl_source_badge(h.source_type) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Period</div><div class="fw-semibold">' + escape_html(h.period) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Formula</div><div>' + escape_html(h.formula_name || '—') + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Posted At</div><div class="text-muted small">' + escape_html(h.posted_at) + '</div></div>' +
+          '<div class="col-sm-4"><div class="text-muted small">Updated At</div><div class="text-muted small">' + escape_html(h.updated_at_fmt) + '</div></div>' +
+          '</div>' +
+          '<div class="d-flex align-items-center mb-2"><span class="fw-semibold">Journal Lines</span>' + bal_badge + '</div>' +
+          '<table class="table table-sm table-hover mb-0 table-centered">' +
+          '<thead class="table-light"><tr><th>Account Code</th><th>Account Name</th><th>Department</th><th class="text-end">Debit</th><th class="text-end">Credit</th><th>Description</th></tr></thead>' +
+          '<tbody>' + lines_html + '</tbody></table>'
+        );
+      }
+    });
+  }
+
   $(async function() {
     try {
       await load_dept_cache();
@@ -426,5 +509,21 @@
   });
   </script>
 
+<!-- GL Entry Modal -->
+<div class="modal fade" id="glModal" tabindex="-1">
+  <div class="modal-dialog modal-lg modal-dialog-scrollable">
+    <div class="modal-content">
+      <div class="modal-header">
+        <h5 class="modal-title" id="gl-modal-title"><i class="ti ti-book me-2"></i>GL Entry</h5>
+        <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+      </div>
+      <div class="modal-body" id="gl-modal-body"></div>
+      <div class="modal-footer">
+        <button type="button" class="btn btn-secondary btn-sm" data-bs-dismiss="modal">Close</button>
+      </div>
+    </div>
+  </div>
+</div>
+
 </body>
 </html>

app/revenue/manage_invoice.php

@@ -337,7 +337,14 @@
             id: invoice_id,
             due_date: due_date ? due_date.split('/').reverse().join('-') : ''
           },
-          onSuccess: function() { retrieve_invoice(); }
+          onSuccess: function(res) {
+            retrieve_invoice();
+            if (res.gl_posted === true) {
+              toastr.success('GL entry posted automatically.', 'GL Posted');
+            } else if (res.gl_posted === false) {
+              toastr.warning('Invoice issued, but GL posting failed: ' + (res.gl_message || 'Unknown error'), 'GL Skipped', { timeOut: 8000 });
+            }
+          }
         });
       }
     });