fix(payments): exclude draft proformas from outstanding (owner decision)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

apps/hq/src/repos-payments.ts

@@ -278,7 +278,7 @@ export async function clientLedger(db: DB, clientId: string): Promise<ClientLedg
     if (d.docType === 'INVOICE' && d.docNo !== null) {
       const out = await outstandingPaise(db, d.id)
       if (out > 0) outstanding.push({ docId: d.id, docNo: d.docNo, docType: d.docType, label: await moduleName(d), outstandingPaise: out })
-    } else if (d.docType === 'PROFORMA' && (d.status === 'sent' || d.status === 'accepted' || d.status === 'draft')) {
+    } else if (d.docType === 'PROFORMA' && (d.status === 'sent' || d.status === 'accepted')) {
       outstanding.push({ docId: d.id, docNo: d.docNo, docType: d.docType, label: await moduleName(d), outstandingPaise: d.payablePaise })
     }
   }

apps/hq/test/ledger-outstanding.test.ts

@@ -61,6 +61,17 @@ describe('clientLedger — outstanding + per-payment allocations', () => {
     expect(led.outstanding.find((o) => o.docId === inv.id)).toBeUndefined()
   })
 
+  it('excludes a draft proforma from outstanding but still includes a sent one', async () => {
+    const db = openDb(':memory:')
+    const { clientId, inv, pf } = await buildFixture(db)
+    const draftPf = await createDraft(db, 'u1', {
+      docType: 'PROFORMA', clientId, lines: [{ moduleId: inv.payload.lines[0]!.itemId, qty: 1, kind: 'yearly' }],
+    }) // left as 'draft' — never issued/sent
+    const led = await clientLedger(db, clientId)
+    expect(led.outstanding.find((o) => o.docId === draftPf.id)).toBeUndefined()
+    expect(led.outstanding.find((o) => o.docId === pf.id)).toMatchObject({ docId: pf.id, docNo: pf.docNo })
+  })
+
   it('attaches allocations to each payment', async () => {
     const db = openDb(':memory:')
     const { clientId, inv, payment } = await buildFixture(db)