Dave
c272526d67
- 6 new PocketBase migrations: customer_pos, customer_po_lines, invoices, invoice_items, email_inbox, workflow_runs - n8N workflow JSON: 01-customer-po-to-parsed.json + 02-parsed-po-to-invoice.json - MCP server config (.cursor/mcp.json + .mcp.json) for AI agent PB access - .env.example template with all required credentials documented - n8n/README.md with deployment, testing, and customization notes
236 lines
No EOL
6.3 KiB
JavaScript
236 lines
No EOL
6.3 KiB
JavaScript
/// <reference path="../pb_data/types.d.ts" />
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// =========================================================================
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// customer_pos — incoming POs from customers, received via email
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// =========================================================================
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//
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// This is what the n8N IMAP workflow creates when a customer emails a
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// purchase order PDF to the JEI orders inbox. The PDF is stored in `po_pdf`
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// and parsed line items go into `customer_po_lines`.
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//
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// NOTE on naming: the existing `orders` collection (pbc_3527180448) is the
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// operational / sales order system (fulfillment, drivers, deliveries). This
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// collection is INCOMING POs from clients — different lifecycle, different
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// fields, different ownership. Hence the distinct name `customer_pos`.
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//
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// Status lifecycle:
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// new → email received, PDF saved, not yet inspected
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// parsed → line items extracted, ready for invoicing
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// invoiced → linked invoice created and sent
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// cancelled → ignored (wrong sender / duplicate)
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// error → workflow failed, see `error_message`
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// =========================================================================
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migrate((app) => {
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const collection = new Collection({
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"createRule": "@request.auth.id != ''",
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"deleteRule": "@request.auth.id != ''",
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"listRule": "@request.auth.id != ''",
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"name": "customer_pos",
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"system": false,
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"type": "base",
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"updateRule": "@request.auth.id != ''",
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"viewRule": "@request.auth.id != ''",
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"fields": [
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{
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"cascadeDelete": false,
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"collectionId": "pbc_108570809",
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"hidden": false,
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"id": "rel_cpo_customer",
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"maxSelect": 1,
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"minSelect": 0,
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"name": "customer",
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"presentable": false,
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"required": false,
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"system": false,
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"type": "relation"
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},
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{
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"autogeneratePattern": "",
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"hidden": false,
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"id": "txt_cpo_po_number",
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"max": 100,
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"min": 0,
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"name": "po_number",
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"pattern": "",
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"presentable": true,
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"primaryKey": false,
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"required": false,
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"system": false,
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"type": "text"
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},
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{
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"hidden": false,
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"id": "file_cpo_po_pdf",
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"maxSelect": 10,
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"maxSize": 20971520,
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"mimeTypes": ["application/pdf", "image/png", "image/jpeg"],
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"name": "po_pdf",
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"presentable": false,
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"protected": false,
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"required": false,
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"system": false,
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"thumbs": [],
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"type": "file"
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},
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{
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"autogeneratePattern": "",
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"hidden": false,
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"id": "txt_cpo_email_from",
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"max": 500,
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"min": 0,
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"name": "source_email_from",
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"pattern": "",
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"presentable": false,
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"primaryKey": false,
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"required": false,
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"system": false,
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"type": "text"
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},
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{
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"autogeneratePattern": "",
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"hidden": false,
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"id": "txt_cpo_email_subject",
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"max": 500,
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"min": 0,
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"name": "source_email_subject",
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"pattern": "",
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"presentable": false,
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"primaryKey": false,
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"required": false,
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"system": false,
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"type": "text"
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},
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{
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"hidden": false,
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"id": "dt_cpo_email_received",
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"max": "",
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"min": "",
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"name": "source_email_received_at",
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"presentable": false,
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"required": false,
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"system": false,
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"type": "date"
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},
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{
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"autogeneratePattern": "",
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"hidden": false,
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"id": "txt_cpo_email_uid",
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"max": 200,
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"min": 0,
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"name": "source_email_uid",
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"pattern": "",
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"presentable": false,
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"primaryKey": false,
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"required": false,
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"system": false,
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"type": "text"
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},
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{
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"hidden": false,
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"id": "sel_cpo_status",
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"maxSelect": 1,
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"name": "status",
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"presentable": true,
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"required": false,
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"system": false,
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"type": "select",
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"values": ["new", "parsed", "invoiced", "cancelled", "error"]
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},
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{
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"cascadeDelete": false,
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"collectionId": "pbc_1342968361",
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"hidden": false,
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"id": "rel_cpo_purchase_order",
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"maxSelect": 1,
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"minSelect": 0,
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"name": "matched_purchase_order",
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"presentable": false,
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"required": false,
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"system": false,
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"type": "relation"
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},
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{
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"hidden": false,
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"id": "json_cpo_parsed_lines",
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"maxSize": 200000,
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"name": "parsed_lines",
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"presentable": false,
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"required": false,
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"system": false,
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"type": "json"
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},
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{
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"hidden": false,
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"id": "num_cpo_total",
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"max": null,
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"min": null,
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"name": "total_amount",
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"onlyInt": false,
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"presentable": false,
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"required": false,
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"system": false,
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"type": "number"
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},
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{
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"autogeneratePattern": "",
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"hidden": false,
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"id": "txt_cpo_currency",
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"max": 10,
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"min": 0,
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"name": "currency",
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"pattern": "",
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"presentable": false,
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"primaryKey": false,
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"required": false,
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"system": false,
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"type": "text"
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},
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{
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"autogeneratePattern": "",
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"hidden": false,
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"id": "txt_cpo_notes",
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"max": 0,
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"min": 0,
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"name": "notes",
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"pattern": "",
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"presentable": false,
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"primaryKey": false,
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"required": false,
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"system": false,
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"type": "text"
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},
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{
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"hidden": false,
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"id": "dt_cpo_processed",
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"max": "",
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"min": "",
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"name": "processed_at",
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"presentable": false,
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"required": false,
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"system": false,
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"type": "date"
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},
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{
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"autogeneratePattern": "",
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"hidden": false,
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"id": "txt_cpo_error",
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"max": 0,
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"min": 0,
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"name": "error_message",
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"pattern": "",
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"presentable": false,
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"primaryKey": false,
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"required": false,
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"system": false,
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"type": "text"
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}
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],
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"indexes": []
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});
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return app.save(collection);
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}, (app) => {
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const collection = app.findCollectionByNameOrId("customer_pos");
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return app.delete(collection);
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}) |