From baa40443de77ebf77f7f305beb817677a524cb42 Mon Sep 17 00:00:00 2001
From: justin <justin@liquidator.optimal-reality.com>
Date: Tue, 9 Jun 2026 00:23:15 -0500
Subject: [PATCH] fix(checkout): create ERPNext Sales Order for
 compliance_batch orders

Batch orders (CB-XXXX, used by the trucking new-carrier flow and any multi-
service cart) never created an ERPNext Sales Order -- the SO-creation branch was
gated to order_type 'compliance' only. So those paid orders never reached
ERPNext for fulfillment/accounting (0 of all paid batch orders had an
erpnext_sales_order). Added a compliance_batch branch that creates ONE Sales
Order with a line item per service in the batch (+ government-fee + processing-
fee lines), then stamps the SO name on every batch row. Non-blocking like the
others. Also created the missing ERPNext Items the new slugs reference
(DOT-NEW-CARRIER-BUNDLE, LLC-FORMATION, CORP-FORMATION, NEW-CARRIER-BUNDLE which
was missing too, GOVERNMENT-FILING-FEE).
---
 api/src/routes/checkout.ts | 69 ++++++++++++++++++++++++++++++++++++++
 1 file changed, 69 insertions(+)

diff --git a/api/src/routes/checkout.ts b/api/src/routes/checkout.ts
index 51db552..02e0689 100644
--- a/api/src/routes/checkout.ts
+++ b/api/src/routes/checkout.ts
@@ -966,6 +966,75 @@ router.post("/api/v1/checkout/create-session", async (req, res) => {
       }
     }
 
+    // ── Create ERPNext Sales Order (compliance BATCH) ───────────────────────
+    // A batch (CB-XXXX) is one customer paying for several services at once, so
+    // it becomes ONE Sales Order with a line item per service (plus the
+    // processing-fee line). Previously batches created no SO at all, so trucking
+    // new-carrier orders (which always use the batch path) never reached ERPNext.
+    if (order_type === "compliance_batch" && erpnextCustomer) {
+      try {
+        const { COMPLIANCE_SERVICES } = await import("./compliance-orders.js");
+        const { rows: batchRows } = await pool.query(
+          `SELECT * FROM compliance_orders WHERE batch_id = $1 ORDER BY created_at`,
+          [order_id],
+        );
+
+        const lineItems = batchRows.map((o: Record<string, any>) => {
+          const info = COMPLIANCE_SERVICES[(o.service_slug as string) || ""];
+          const svcCents = (o.service_fee_cents as number) || 0;
+          const govCents = (o.gov_fee_cents as number) || 0;
+          const items: Array<{ item_code: string; description: string; qty: number; rate: number }> = [{
+            item_code: info?.erpnext_item || "COMPLIANCE-SERVICE",
+            description: (o.service_name as string) || info?.name || "Compliance Service",
+            qty: 1,
+            rate: toDollars(svcCents),
+          }];
+          if (govCents > 0) {
+            items.push({
+              item_code: "GOVERNMENT-FILING-FEE",
+              description: (o.gov_fee_label as string) || "Government filing fee",
+              qty: 1,
+              rate: toDollars(govCents),
+            });
+          }
+          return items;
+        }).flat();
+
+        if (surcharge_cents > 0) {
+          lineItems.push({
+            item_code: "PAYMENT-PROCESSING-FEE",
+            description: `${GATEWAY_LABELS[payment_method] || payment_method} ${surcharge_pct}%`,
+            qty: 1,
+            rate: toDollars(surcharge_cents),
+          });
+        }
+
+        const so = (await createResource("Sales Order", {
+          customer: erpnextCustomer,
+          delivery_date: new Date(Date.now() + 30 * 86400000).toISOString().split("T")[0],
+          custom_external_order_id: order_id,
+          custom_order_type: "compliance_batch",
+          custom_payment_gateway: GATEWAY_LABELS[payment_method] || payment_method,
+          custom_surcharge_pct: surcharge_pct,
+          workflow_state: "Received",
+          items: lineItems,
+        })) as { name: string };
+
+        try {
+          await callMethod("frappe.client.submit", { doc: { doctype: "Sales Order", name: so.name } });
+        } catch { /* submit may fail if workflow doesn't require it */ }
+
+        await pool.query(
+          `UPDATE compliance_orders SET erpnext_sales_order = $1 WHERE batch_id = $2`,
+          [so.name, order_id],
+        );
+
+        console.log(`[checkout] Created ERPNext Sales Order ${so.name} for batch ${order_id} (${lineItems.length} line items)`);
+      } catch (soErr) {
+        console.warn("[checkout] Batch Sales Order creation failed (non-blocking):", soErr);
+      }
+    }
+
     // ── Create ERPNext Sales Order (US business formation) ──────────────────
     if (order_type === "formation" && erpnextCustomer) {
       try {