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Sage Accounting info block

Every Invoice and Credit Memo detail page gets a "Sage Accounting" info block sitting beside the standard "Order Information" / "Invoice Information" block.

What it shows:

  • Status — the same chip as the grid column (Synced / Pending / Skipped / Failed / —)
  • Sage Reference — the human-readable identifier (e.g. SI-27 for invoices, CN-5 for credit notes). v1.1+ — currently the chassis sends null here; the column will populate once the provider trait surfaces displayed_as from the Sage create response.
  • Sage Entity ID — the Sage UUID. Useful for support tickets ("what's the Sage UUID of this thing?").
  • Skip Reason (when status = Skipped) — the stable code from sync_policy::reasons::*, e.g. payment_method_not_mapped.
  • Error Code (when status = Failed) — the chassis classifier output (provider, auth, validation, etc.).
  • Last Sync — the timestamp of the most recent terminal write to this row, in UTC.

Layout​

The block lives in the order_additional_info reference container — Magento's standard slot for "extra metadata" on order / invoice / credit-memo views. Sits below "Invoice Information" by default; theme overrides may reposition it.

When does it render?​

On every Invoice and Credit Memo detail page where the chassis has at least one mirror row for that entity. If no row exists (byte8_entity_sync_state empty for that entity_id), the block still renders but shows the — chip and only the "Status" row.

Linking out to the dashboard​

Currently the block is read-only display — no link to the chassis sync history. If you need the full audit trail (every retry attempt, error message, payload diff), navigate manually to ledger.byte8.io/dashboard/sync and filter by magento_entity_id = {your_id}.

A direct deep-link from the info block to the dashboard's filtered view is a planned v1.1+ addition — let us know if you want it sooner.

Why no info block on the Order detail page​

Same reason as the grid: orders aren't synced directly; chip would need a multi-invoice rollup. The Order's "Invoices" tab shows each invoice's chip individually — drill in from there.

This may change in v1.1 if a design partner asks for an Order-level rollup info block (e.g. "1 of 2 invoices synced, 1 pending"). The chassis already has the data; just needs a UI surface.

Why no block on the Customer detail page​

Per-currency contact keying — one Magento customer maps to N Sage contacts. A single info block would either show an aggregate (lying about which contact is "the" contact) or pick one arbitrarily. The right surface is a per-currency block listing all variants — also v1.1+.

Manual refresh​

The info block is rendered server-side on each detail-page load. To see the latest sync state, just refresh the page. There's no client-side polling — if you want live updates, use the chassis dashboard's sync history instead.