ERPNext

Sales invoices with item details

Invoice cards with customer, totals, status and an inline table of ERPNext item rows.

Sales invoices from the documented Frappe REST resources, with the invoice items shown in the same Details screen. The field names are taken from ERPNext's official Sales Invoice and Sales Invoice Item DocType definitions.

Prepare ERPNext:
1. Create a dedicated API user and give it only the read roles needed for Sales Invoice and Sales Invoice Item.
2. Open that user, expand Settings / API Access and generate an API key and secret.
3. Keep the secret private. Frappe expects an Authorization header whose value is formed as `token ` followed by the API key, a colon and the API secret.
Official REST guide: https://docs.frappe.io/framework/user/en/api/rest

Configure Cifru on iPhone/iPad:
1. Sources → Add source → REST JSON and use the ERPNext site URL as the base URL.
2. Select custom/header authentication. Header name: Authorization. Build the value exactly in the format documented by Frappe.
3. Test both read resources. If a child DocType is denied, adjust only the dedicated user's read roles; do not grant write permissions.
4. Import this package, map its single REST slot and run compatibility/read testing before applying.
5. The package contains no ERPNext hostname, user, key or secret.

Ce creează pachetul

1 Home1 Detalii2 liste1 surse de legat
  • Home: Sales invoices
  • Detalii: Invoice items
  • Sub-buton: Sales invoice items

Sursele se mapează local și se verifică înainte de aplicare.

Vezi JSON-ul care se importărestrâns implicit

Conținutul portabil exact al acestei versiuni.

{
    "components": {
        "sourceSlots": [
            {
                "displayName": "ERPNext / Frappe REST",
                "id": "0D187C03-C353-5EDD-94F3-830C33B1E992",
                "kind": "rest",
                "requiredObjects": [
                    "/api/resource/Sales Invoice",
                    "/api/resource/Sales Invoice Item"
                ],
                "requiresCustomSQL": false
            }
        ],
        "workspaceSelection": {
            "commonFields": [],
            "datasets": [
                {
                    "cacheMode": "cached",
                    "calculatedFields": [],
                    "customQueryIntegrationName": "",
                    "endpointPath": "/api/resource/Sales%20Invoice?fields=%5B%22name%22%2C%22posting_date%22%2C%22due_date%22%2C%22customer%22%2C%22customer_name%22%2C%22currency%22%2C%22grand_total%22%2C%22outstanding_amount%22%2C%22status%22%5D&order_by=posting_date%20desc&limit_page_length=500",
                    "fetchSortRules": [],
                    "id": "2EDC28F5-4A35-5807-A0D1-447D68071FE1",
                    "mappings": [
                        {
                            "commonFieldKey": "document_number",
                            "key": "name",
                            "label": "Invoice",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "name",
                            "type": "text",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "document_date",
                            "key": "posting_date",
                            "label": "Posting date",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "posting_date",
                            "type": "date",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "",
                            "key": "due_date",
                            "label": "Due date",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "due_date",
                            "type": "date",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "",
                            "key": "customer",
                            "label": "Customer code",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "customer",
                            "type": "text",
                            "visibleInDetail": true,
                            "visibleInList": false
                        },
                        {
                            "commonFieldKey": "customer_name",
                            "key": "customer_name",
                            "label": "Customer",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "customer_name",
                            "type": "text",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "",
                            "key": "currency",
                            "label": "Currency",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "currency",
                            "type": "text",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "",
                            "key": "grand_total",
                            "label": "Grand total",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "grand_total",
                            "type": "number",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "",
                            "key": "outstanding_amount",
                            "label": "Outstanding",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "outstanding_amount",
                            "type": "number",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "",
                            "key": "status",
                            "label": "Status",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "status",
                            "type": "text",
                            "visibleInDetail": true,
                            "visibleInList": true
                        }
                    ],
                    "maxRows": 500,
                    "name": "Sales invoices",
                    "primaryKey": "name",
                    "refreshPolicy": {
                        "enabled": true,
                        "intervalMinutes": 15
                    },
                    "rootArrayPath": "data",
                    "rowLimitEnabled": true,
                    "searchKeys": [
                        "name",
                        "posting_date",
                        "due_date",
                        "customer",
                        "customer_name"
                    ],
                    "sourceID": "0D187C03-C353-5EDD-94F3-830C33B1E992",
                    "sqlQuery": "",
                    "tableName": ""
                },
                {
                    "cacheMode": "cached",
                    "calculatedFields": [],
                    "customQueryIntegrationName": "",
                    "endpointPath": "/api/resource/Sales%20Invoice%20Item?fields=%5B%22name%22%2C%22parent%22%2C%22item_code%22%2C%22item_name%22%2C%22qty%22%2C%22rate%22%2C%22amount%22%2C%22warehouse%22%5D&limit_page_length=2000",
                    "fetchSortRules": [],
                    "id": "BD180B46-F5AC-573F-A583-4C9E2491312B",
                    "mappings": [
                        {
                            "commonFieldKey": "",
                            "key": "name",
                            "label": "Line ID",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "name",
                            "type": "text",
                            "visibleInDetail": true,
                            "visibleInList": false
                        },
                        {
                            "commonFieldKey": "",
                            "key": "parent",
                            "label": "Invoice",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "parent",
                            "type": "text",
                            "visibleInDetail": true,
                            "visibleInList": false
                        },
                        {
                            "commonFieldKey": "product_code",
                            "key": "item_code",
                            "label": "Item code",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "item_code",
                            "type": "text",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "product_name",
                            "key": "item_name",
                            "label": "Item",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "item_name",
                            "type": "text",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "quantity",
                            "key": "qty",
                            "label": "Quantity",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "qty",
                            "type": "number",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "",
                            "key": "rate",
                            "label": "Rate",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "rate",
                            "type": "number",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "",
                            "key": "amount",
                            "label": "Amount",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "amount",
                            "type": "number",
                            "visibleInDetail": true,
                            "visibleInList": true
                        },
                        {
                            "commonFieldKey": "",
                            "key": "warehouse",
                            "label": "Warehouse",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic",
                            "sourceColumn": "warehouse",
                            "type": "text",
                            "visibleInDetail": true,
                            "visibleInList": true
                        }
                    ],
                    "maxRows": 2000,
                    "name": "Sales invoice items",
                    "primaryKey": "name",
                    "refreshPolicy": {
                        "enabled": true,
                        "intervalMinutes": 15
                    },
                    "rootArrayPath": "data",
                    "rowLimitEnabled": true,
                    "searchKeys": [
                        "name",
                        "parent",
                        "item_code",
                        "item_name",
                        "qty"
                    ],
                    "sourceID": "0D187C03-C353-5EDD-94F3-830C33B1E992",
                    "sqlQuery": "",
                    "tableName": ""
                }
            ],
            "pages": [
                {
                    "actions": [
                        {
                            "id": "D18EA17F-3C80-565A-901C-9308D1CAAC89",
                            "kind": "showRelated",
                            "relatedInitiallyExpanded": true,
                            "relatedPresentation": "inline",
                            "relatedPreviewLimit": 12,
                            "relatedRowStyle": "table",
                            "relatedShowsCount": true,
                            "relationID": "0ECADDA3-BAE6-50CE-8051-44AAB49867E3",
                            "systemImage": "list.bullet.rectangle",
                            "targetDatasetID": "BD180B46-F5AC-573F-A583-4C9E2491312B",
                            "title": "Invoice items",
                            "urlKey": ""
                        }
                    ],
                    "badgeKey": "grand_total",
                    "cardEnrichments": [],
                    "cardFieldLayout": [
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "name",
                            "label": "Invoice",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "customer_name",
                            "label": "Customer",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "posting_date",
                            "label": "Posting date",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "due_date",
                            "label": "Due date",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "status",
                            "label": "Status",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "grand_total",
                            "label": "Grand total",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "currency",
                            "label": "Currency",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "outstanding_amount",
                            "label": "Outstanding",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        }
                    ],
                    "datasetID": "2EDC28F5-4A35-5807-A0D1-447D68071FE1",
                    "dateFilterKey": "",
                    "dateFilterLastDays": 7,
                    "dateFilterPreset": "none",
                    "detailFieldLayout": [
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "name",
                            "label": "Invoice",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "posting_date",
                            "label": "Posting date",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "due_date",
                            "label": "Due date",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "customer",
                            "label": "Customer code",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "customer_name",
                            "label": "Customer",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "currency",
                            "label": "Currency",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "highlight",
                            "isVisible": true,
                            "key": "grand_total",
                            "label": "Grand total",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "highlight",
                            "isVisible": true,
                            "key": "outstanding_amount",
                            "label": "Outstanding",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "status",
                            "label": "Status",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        }
                    ],
                    "fixedFilters": [],
                    "id": "E3BAD463-F122-514C-8E94-F45A89428A0B",
                    "openFilters": [],
                    "pageSize": 100,
                    "requiresOpeningFilterSelection": false,
                    "showOnHome": true,
                    "sortRules": [
                        {
                            "direction": "descending",
                            "id": "1E471612-C72C-538E-854D-7C4152479DA0",
                            "key": "posting_date",
                            "type": "date"
                        }
                    ],
                    "subtitle": "",
                    "subtitleKey": "customer_name",
                    "systemImage": "doc.text",
                    "title": "Sales invoices",
                    "titleKey": "name"
                },
                {
                    "actions": [],
                    "badgeKey": "amount",
                    "cardEnrichments": [],
                    "cardFieldLayout": [
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "item_name",
                            "label": "Item",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "item_code",
                            "label": "Item code",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "qty",
                            "label": "Quantity",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "rate",
                            "label": "Rate",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "amount",
                            "label": "Amount",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "warehouse",
                            "label": "Warehouse",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        }
                    ],
                    "datasetID": "BD180B46-F5AC-573F-A583-4C9E2491312B",
                    "dateFilterKey": "",
                    "dateFilterLastDays": 7,
                    "dateFilterPreset": "none",
                    "detailFieldLayout": [
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "name",
                            "label": "Line ID",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "parent",
                            "label": "Invoice",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "item_code",
                            "label": "Item code",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "item_name",
                            "label": "Item",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "highlight",
                            "isVisible": true,
                            "key": "qty",
                            "label": "Quantity",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "rate",
                            "label": "Rate",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "highlight",
                            "isVisible": true,
                            "key": "amount",
                            "label": "Amount",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        },
                        {
                            "detailGroup": "",
                            "detailRole": "information",
                            "isVisible": true,
                            "key": "warehouse",
                            "label": "Warehouse",
                            "locationLabelKey": "",
                            "locationLongitudeKey": "",
                            "presentation": "automatic"
                        }
                    ],
                    "fixedFilters": [],
                    "id": "D89B2AD9-AFCF-5B4B-8DCA-0404FBEF7327",
                    "openFilters": [],
                    "pageSize": 100,
                    "requiresOpeningFilterSelection": false,
                    "showOnHome": false,
                    "sortRules": [],
                    "subtitle": "",
                    "subtitleKey": "item_code",
                    "systemImage": "tablecells",
                    "title": "Sales invoice items",
                    "titleKey": "item_name"
                }
            ],
            "relations": [
                {
                    "childDatasetID": "BD180B46-F5AC-573F-A583-4C9E2491312B",
                    "childKey": "parent",
                    "id": "0ECADDA3-BAE6-50CE-8051-44AAB49867E3",
                    "name": "Invoice items",
                    "parentDatasetID": "2EDC28F5-4A35-5807-A0D1-447D68071FE1",
                    "parentKey": "name"
                }
            ],
            "widgets": []
        }
    },
    "format": "cifru-configuration-package",
    "formatVersion": 1,
    "manifest": {
        "applicationName": "ERPNext",
        "configurationLanguages": [
            "en"
        ],
        "countries": [
            "ALL"
        ],
        "createdAt": "2026-07-24T16:26:43Z",
        "description": "Sales invoices from the documented Frappe REST resources, with the invoice items shown in the same Details screen. The field names are taken from ERPNext's official Sales Invoice and Sales Invoice Item DocType definitions.\n\nPrepare ERPNext:\n1. Create a dedicated API user and give it only the read roles needed for Sales Invoice and Sales Invoice Item.\n2. Open that user, expand Settings / API Access and generate an API key and secret.\n3. Keep the secret private. Frappe expects an Authorization header whose value is formed as `token ` followed by the API key, a colon and the API secret.\nOfficial REST guide: https://docs.frappe.io/framework/user/en/api/rest\n\nConfigure Cifru on iPhone/iPad:\n1. Sources → Add source → REST JSON and use the ERPNext site URL as the base URL.\n2. Select custom/header authentication. Header name: Authorization. Build the value exactly in the format documented by Frappe.\n3. Test both read resources. If a child DocType is denied, adjust only the dedicated user's read roles; do not grant write permissions.\n4. Import this package, map its single REST slot and run compatibility/read testing before applying.\n5. The package contains no ERPNext hostname, user, key or secret.",
        "licenseCode": "Cifru-Community-1.0",
        "minimumCifruVersion": "1.0",
        "minimumPlan": "starter",
        "packageID": "B920001D-FD25-50CB-880F-D8F864D1993A",
        "rootButtonCount": 1,
        "summary": "Invoice cards with customer, totals, status and an inline table of ERPNext item rows.",
        "tags": [
            "ERPNext",
            "Frappe",
            "ERP",
            "invoices",
            "REST"
        ],
        "title": "Sales invoices with item details"
    }
}

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