fix(docs): summary line for legacy imports + tidy Record-payment panel

- Tax invoice line table: APEX-imported documents carry only totals (0 lines), so the
  table printed blank with just the grand total. Add a display-only fallback summary
  line derived from the doc's own totals — description from the doc-number's module
  prefix, qty 1, rate = taxable, GST% back-computed. Issued docs unchanged (immutability).
  New HQ documents already carry full line detail; unaffected.
- DocumentView: the Record-payment form dropped in bare between the share row and the
  PDF. Wrap it in a titled card with a Close button so it reads as a clean section.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

apps/hq-web/src/pages/DocumentView.tsx

@@ -219,10 +219,16 @@ export function DocumentView() {
       <ShareActions doc={doc} client={client.data} shares={full.data.shares} onChange={full.reload} />
 
       {paying && (
-        <PaymentForm
+        <div className="wf-card" style={{ padding: 14, marginTop: 12 }}>
-          clientId={doc.clientId}
+          <div style={{ display: 'flex', alignItems: 'center', justifyContent: 'space-between', marginBottom: 8 }}>
-          onDone={() => { setPaying(false); full.reload() }}
+            <h3 style={{ margin: 0 }}>Record payment {doc.docNo !== null ? `— ${doc.docNo}` : ''}</h3>
-        />
+            <Button onClick={() => setPaying(false)}>Close</Button>
+          </div>
+          <PaymentForm
+            clientId={doc.clientId}
+            onDone={() => { setPaying(false); full.reload() }}
+          />
+        </div>
       )}
 
       {pdfErr !== undefined && <Notice tone="warn">PDF preview unavailable: {pdfErr}</Notice>}

apps/hq/src/templates.ts

@@ -74,6 +74,29 @@ function lineRow(l: BillLine, i: number, contents: string[]): string {
   </tr>`
 }
 
+/**
+ * Legacy APEX-imported documents carry only totals (no per-line detail). Rather than print
+ * a blank line table, show ONE summary line derived from the document's own stored totals:
+ * description from the doc-number's module prefix (e.g. "SMS/2024/10057" → "SMS"), qty 1,
+ * rate = taxable, and the GST% back-computed from the tax on the taxable value. Display-only
+ * — issued documents are never modified (immutability rule).
+ */
+function fallbackLineRow(doc: Doc): string {
+  const tax = doc.cgstPaise + doc.sgstPaise + doc.igstPaise
+  const rateBp = doc.taxablePaise > 0 ? Math.round((tax / doc.taxablePaise) * 10000) : 0
+  const label = doc.docNo !== null && doc.docNo.includes('/') ? doc.docNo.split('/')[0]! : 'Software services'
+  return `<tr>
+    <td class="c">1</td>
+    <td>${esc(label)}</td>
+    <td class="c">—</td>
+    <td class="r">1</td>
+    <td class="r">${formatINR(doc.taxablePaise)}</td>
+    <td class="r">${formatINR(doc.taxablePaise)}</td>
+    <td class="r">${rateBp / 100}%</td>
+    <td class="r">${formatINR(doc.payablePaise)}</td>
+  </tr>`
+}
+
 function totalsRows(doc: Doc): string {
   const rows: [string, Paise][] = [['Taxable Value', doc.taxablePaise]]
   if (doc.igstPaise > 0) {
@@ -254,7 +277,9 @@ export function documentHtml(doc: Doc, client: Client, company: Record<string, s
       </tr>
     </thead>
     <tbody>
-      ${doc.payload.lines.map((l, i) => lineRow(l, i, doc.payload.lineContents?.[i] ?? [])).join('\n')}
+      ${doc.payload.lines.length > 0
+        ? doc.payload.lines.map((l, i) => lineRow(l, i, doc.payload.lineContents?.[i] ?? [])).join('\n')
+        : fallbackLineRow(doc)}
     </tbody>
   </table>`}