2026-08-11 00:57:57 +00:00
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/**
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* item-intel-service — deterministic, description-fuzzy intel for any
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* quote_item or order_item. Powers the ⓘ popover (Option A — replaces
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* the older `ItemHistoryPopover` content).
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*
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* ## What it answers for one item
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*
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* - "Do we have it in stock?" → stock_list (fuzzy stock_items)
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* - "Did we buy it before, and from whom?" → supplier_history
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* (last order per unique
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* supplier, via
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* stock_purchase_items ↔
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* stock_purchases)
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* - "Is it on our price list?" → price_list (fuzzy price_list,
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* ranked by overlapScore on
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* the denormalised search_text)
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* - "Have we quoted it before?" → recent_quote (fuzzy quote_items)
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* - "Have we ordered it before?" → recent_order (fuzzy order_items)
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*
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* ## Matching strategy (description-fuzzy, no SKU gate)
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*
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* New items don't have a SKU. The previous SKU-first services
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* (`getItemHistory`, `populateQuoteItemInsights`) returned empty for
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* every section whenever no SKU match could be recovered via the
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* description-fuzzy SKU recovery. This service runs the description
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* fuzzy match against each section's collection directly, so brand
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* new items with only a free-text description still get intel.
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*
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* The candidate pull for stock_items, quote_items, and order_items
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* uses PB's `~` operator with an OR of the top informative tokens.
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* In-app Jaccard + overlapScore then rank the candidates. Price list
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* uses the same OR but on a multi-column candidate filter
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* (description + search_text + sku + sku_normalised) since its
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* `search_text` field is the denormalised token soup the Catalogue
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* tab already relies on.
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*
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* ## Per-section limits (the popover must stay scannable)
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*
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* stock_list → 3 rows
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* supplier_history → one row per unique supplier (latest purchase)
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* price_list → 5 rows
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* recent_quote → 2 rows
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* recent_order → 2 rows
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*
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* Empty sections are `[]`, never padded.
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*
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* ## Stock display vs purchase-cap decoupling
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*
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* Stock list displays the top 3 by fuzzy score. But the supplier
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* dedup needs purchase history from ALL stock_items that fuzzy-match
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* (not just the top 3), otherwise legitimate suppliers we bought
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* from get hidden behind a low stock score. The SPI walk uses a
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* wider cap (10) and runs in parallel.
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*
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* ## Auth + writes
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*
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* Uses admin PB client. Writes `quote_items.ai_item_insights` or
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* `order_items.ai_item_insights` directly. Idempotent — safe to
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* re-run. The MCP `populate_insights` tool delegates here.
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*/
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import { getAdminPocketBase } from "@/lib/server/pocketbase-admin";
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import { jaccard } from "@/lib/server/order-quote-match";
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import type {
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ItemIntel,
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ItemIntelPriceListRow,
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ItemIntelQuoteRow,
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ItemIntelOrderRow,
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ItemIntelStockRow,
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ItemIntelSupplierRow,
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ItemIntelTarget,
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} from "@/lib/types";
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import { ITEM_INTEL_LIMITS } from "@/lib/types";
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// ─── Pure scoring helpers ────────────────────────────────────────────
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/** Tokenizer tuned for item-intel fuzzy matching.
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*
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* Differs from `order-quote-match.tokenize` in three ways that
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* matter for catalogue fuzziness:
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*
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* 1. Keeps short numeric tokens ("50", "20L", "M20") — these
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* carry product identity (sizes, capacities, model numbers).
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* Dropping them made every SAE oil tie at overlap=1.0 and
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* ruined price_list matching against the AFRIQ SKUs.
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* 2. Smaller stopword set — only tokens that are pure noise
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* across every catalogue. No "mm" / "qty" filter because
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* "qty" doesn't appear in our descriptions and "mm" only
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* does so meaningfully (e.g. "M6 X 30MM" — keep it).
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* 3. Allows single-character numeric tokens ("L", "5") so
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* compound unit strings like "20LT" or "5L" tokenise as
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* one unit token (the regex matches the whole run, not
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* per-character).
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*/
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const INTEL_STOPWORDS = new Set([
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"the", "and", "with", "for", "of", "to", "a", "an", "in", "on", "at",
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"by", "from", "as", "is", "or", "x",
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]);
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function tokenizeIntel(s: string): Set<string> {
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const out = new Set<string>();
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if (!s) return out;
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for (const tok of String(s).toLowerCase().match(/[a-z0-9]+/g) || []) {
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if (INTEL_STOPWORDS.has(tok)) continue;
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out.add(tok);
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}
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return out;
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}
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/** Overlap coefficient: |A ∩ B| / min(|A|, |B|).
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* Better than Jaccard for "short query against a rich candidate" —
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* doesn't penalise extra tokens on the candidate side. Used for
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* ranking against the price_list `search_text` blob. */
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function overlapScore(a: Set<string>, b: Set<string>): number {
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if (a.size === 0 || b.size === 0) return 0;
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let inter = 0;
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for (const t of a) if (b.has(t)) inter++;
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return inter / Math.min(a.size, b.size);
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}
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/** Days between `iso` and `now`. Negative clamped to 0. */
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function daysAgo(iso: string | null | undefined): number {
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if (!iso) return 0;
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const t = new Date(iso).getTime();
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if (Number.isNaN(t)) return 0;
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const diffMs = Date.now() - t;
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return diffMs <= 0 ? 0 : Math.floor(diffMs / 86_400_000);
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}
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/** Drop stopwords + short tokens. */
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const INFORMATIVE_MIN_LEN = 3;
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/** Pick the top N tokens by length desc (most distinctive first). */
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function informativeTokens(s: string, max = 4): string[] {
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const toks = tokenizeIntel(s || "");
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return [...toks]
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.filter((t) => !INTEL_STOPWORDS.has(t) && t.length >= INFORMATIVE_MIN_LEN)
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.sort((a, b) => b.length - a.length)
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.slice(0, max);
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}
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/** PocketBase `~` is case-insensitive substring match. OR'ing the top
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* informative tokens keeps the candidate set broad while letting
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* the in-app Jaccard/overlap rank with precision. */
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function buildPbContainsOR(field: string, targetDesc: string, maxTokens = 4): string {
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const toks = informativeTokens(targetDesc, maxTokens);
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if (toks.length === 0) return "";
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return toks.map((t) => `${field} ~ "${t}"`).join(" || ");
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}
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/** Combined Jaccard + overlap score, capped at 1. */
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function combinedScore(a: Set<string>, b: Set<string>): number {
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return Math.max(jaccard(a, b), overlapScore(a, b));
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}
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// ─── PB I/O helpers ───────────────────────────────────────────────────
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type PbListResult<T> = { items: T[]; totalItems?: number };
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async function safeGetList<T>(
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pb: ReturnType<typeof Object> extends never ? never : Awaited<ReturnType<typeof getAdminPocketBase>>,
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collection: string,
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opts: { max?: number; filter?: string; sort?: string; fields?: string; expand?: string },
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fallback: PbListResult<T> = { items: [] },
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): Promise<PbListResult<T>> {
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try {
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return (await pb.collection(collection).getList(1, opts.max ?? 300, opts)) as PbListResult<T>;
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} catch (err) {
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const status = (err as { status?: number })?.status;
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if (status === 400 || status === 404) {
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console.warn(`[item-intel] ${collection} returned ${status} — degrading`);
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return fallback;
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}
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throw err;
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}
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}
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async function loadSuppliersById(pb: Awaited<ReturnType<typeof getAdminPocketBase>>): Promise<Map<string, string>> {
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try {
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const rows = await pb
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.collection("suppliers")
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.getFullList<{ id: string; suppliername: string }>({ fields: "id,suppliername", batch: 500 });
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return new Map(rows.map((s) => [s.id, s.suppliername]));
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} catch {
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return new Map();
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}
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}
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// ─── The 5 sections ──────────────────────────────────────────────────
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async function buildStock(
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pb: Awaited<ReturnType<typeof getAdminPocketBase>>,
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target: { id: string; description: string },
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supplierNameById: Map<string, string>,
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): Promise<{ matches: ItemIntelStockRow[]; purchaseHistory: Array<{
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stock_item_id: string;
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stock_item_sku: string;
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stock_item_name: string;
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supplier_id: string;
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supplier_name: string;
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cost_price: number;
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quantity: number;
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purchased_at: string;
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days_ago: number;
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purchase_number: string;
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}> }> {
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const filter = buildPbContainsOR("description", target.description);
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if (!filter) return { matches: [], purchaseHistory: [] };
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const candRows = await safeGetList<{
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id: string; sku: string; name: string; description: string;
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cost_price: number; selling_price: number; current_qty: number;
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min_qty: number | null; supplier: string;
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}>(pb, "stock_items", {
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filter,
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fields: "id,sku,name,description,cost_price,selling_price,current_qty,min_qty,supplier",
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max: 500,
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});
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const targetTokens = tokenizeIntel(target.description);
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const rankedAll = candRows.items
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.map((si) => ({ si, score: combinedScore(targetTokens, tokenizeIntel(si.description || "")) }))
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.filter((r) => r.score >= 0.2)
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.sort((a, b) => b.score - a.score);
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const forDisplay = rankedAll.slice(0, ITEM_INTEL_LIMITS.stock);
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const forPurchases = rankedAll.slice(0, 10);
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const matches: ItemIntelStockRow[] = forDisplay.map(({ si, score }) => {
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const current_qty = si.current_qty || 0;
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const min_qty = si.min_qty ?? null;
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let status: ItemIntelStockRow["status"] = "out";
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if (current_qty > 0) status = min_qty != null && current_qty <= min_qty ? "low" : "in_stock";
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return {
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stock_item_id: si.id,
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score: +score.toFixed(3),
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name: si.name || "",
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sku: si.sku || "",
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description: si.description || "",
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qty: current_qty,
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min_qty,
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cost_price: si.cost_price || 0,
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selling_price: si.selling_price || 0,
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supplier_id: si.supplier || "",
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supplier_name: supplierNameById.get(si.supplier) || si.supplier || "",
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status,
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};
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});
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const purchaseHistory: Array<{
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stock_item_id: string; stock_item_sku: string; stock_item_name: string;
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supplier_id: string; supplier_name: string;
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cost_price: number; quantity: number; purchased_at: string; days_ago: number;
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purchase_number: string;
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}> = (await Promise.all(
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forPurchases.map(async ({ si }) => {
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try {
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const spiRows = await pb
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.collection("stock_purchase_items")
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.getFullList<{
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id: string; cost_price: number; quantity: number;
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expand?: { purchase?: { id: string; purchase_number: string; supplier: string; created: string } };
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}>({
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filter: `stock_item = "${si.id}"`,
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expand: "purchase",
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fields: "id,cost_price,quantity,expand.purchase.id,expand.purchase.purchase_number,expand.purchase.supplier,expand.purchase.created",
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});
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const out: typeof purchaseHistory = [];
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|
for (const spi of spiRows) {
|
|
|
|
|
|
const p = spi.expand?.purchase;
|
|
|
|
|
|
if (!p) continue;
|
|
|
|
|
|
out.push({
|
|
|
|
|
|
stock_item_id: si.id,
|
|
|
|
|
|
stock_item_sku: si.sku || "",
|
|
|
|
|
|
stock_item_name: si.name || "",
|
|
|
|
|
|
supplier_id: p.supplier || "",
|
|
|
|
|
|
supplier_name: supplierNameById.get(p.supplier) || p.supplier || "",
|
|
|
|
|
|
cost_price: spi.cost_price || 0,
|
|
|
|
|
|
quantity: spi.quantity || 0,
|
|
|
|
|
|
purchased_at: p.created,
|
|
|
|
|
|
days_ago: daysAgo(p.created),
|
|
|
|
|
|
purchase_number: p.purchase_number || "",
|
|
|
|
|
|
});
|
|
|
|
|
|
}
|
|
|
|
|
|
return out;
|
|
|
|
|
|
} catch (err) {
|
|
|
|
|
|
console.warn(`[item-intel] spi join failed for ${si.id}:`, (err as { status?: number })?.status);
|
|
|
|
|
|
return [];
|
|
|
|
|
|
}
|
|
|
|
|
|
}),
|
|
|
|
|
|
)).flat();
|
|
|
|
|
|
|
|
|
|
|
|
purchaseHistory.sort((a, b) => (b.purchased_at || "").localeCompare(a.purchased_at || ""));
|
|
|
|
|
|
return { matches, purchaseHistory };
|
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
/** Last order at every unique supplier. Latest purchase wins per
|
|
|
|
|
|
* supplier_id; sort by purchased_at desc. The stock_item_* fields
|
|
|
|
|
|
* are taken from the most recent purchase row for that supplier —
|
|
|
|
|
|
* earlier rows for the same supplier carry older stock_items. */
|
|
|
|
|
|
function buildLastSupplierPrice(purchaseHistory: Array<{
|
|
|
|
|
|
supplier_id: string; supplier_name: string; cost_price: number;
|
|
|
|
|
|
purchased_at: string; days_ago: number; purchase_number: string;
|
|
|
|
|
|
stock_item_id: string; stock_item_sku: string; stock_item_name: string;
|
|
|
|
|
|
}>): ItemIntelSupplierRow[] {
|
|
|
|
|
|
const bySupplier = new Map<string, {
|
|
|
|
|
|
supplier_id: string; supplier_name: string; last_cost: number;
|
|
|
|
|
|
last_bought_at: string; days_ago: number; last_purchase_number: string;
|
|
|
|
|
|
times_bought: number;
|
|
|
|
|
|
stock_item_id: string; stock_item_sku: string; stock_item_name: string;
|
|
|
|
|
|
}>();
|
|
|
|
|
|
for (const r of purchaseHistory) {
|
|
|
|
|
|
if (!r.supplier_id) continue;
|
|
|
|
|
|
const prev = bySupplier.get(r.supplier_id);
|
|
|
|
|
|
if (!prev) {
|
|
|
|
|
|
bySupplier.set(r.supplier_id, {
|
|
|
|
|
|
supplier_id: r.supplier_id,
|
|
|
|
|
|
supplier_name: r.supplier_name,
|
|
|
|
|
|
last_cost: r.cost_price,
|
|
|
|
|
|
last_bought_at: r.purchased_at,
|
|
|
|
|
|
days_ago: r.days_ago,
|
|
|
|
|
|
last_purchase_number: r.purchase_number,
|
|
|
|
|
|
times_bought: 1,
|
|
|
|
|
|
stock_item_id: r.stock_item_id,
|
|
|
|
|
|
stock_item_sku: r.stock_item_sku,
|
|
|
|
|
|
stock_item_name: r.stock_item_name,
|
|
|
|
|
|
});
|
|
|
|
|
|
} else {
|
|
|
|
|
|
prev.times_bought += 1;
|
|
|
|
|
|
if (new Date(r.purchased_at).getTime() > new Date(prev.last_bought_at).getTime()) {
|
|
|
|
|
|
prev.last_cost = r.cost_price;
|
|
|
|
|
|
prev.last_bought_at = r.purchased_at;
|
|
|
|
|
|
prev.days_ago = r.days_ago;
|
|
|
|
|
|
prev.last_purchase_number = r.purchase_number;
|
|
|
|
|
|
prev.stock_item_id = r.stock_item_id;
|
|
|
|
|
|
prev.stock_item_sku = r.stock_item_sku;
|
|
|
|
|
|
prev.stock_item_name = r.stock_item_name;
|
|
|
|
|
|
}
|
|
|
|
|
|
}
|
|
|
|
|
|
}
|
|
|
|
|
|
return [...bySupplier.values()].sort((a, b) =>
|
|
|
|
|
|
(b.last_bought_at || "").localeCompare(a.last_bought_at || ""),
|
|
|
|
|
|
);
|
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
async function buildPriceList(
|
|
|
|
|
|
pb: Awaited<ReturnType<typeof getAdminPocketBase>>,
|
|
|
|
|
|
target: { description: string },
|
|
|
|
|
|
): Promise<ItemIntelPriceListRow[]> {
|
|
|
|
|
|
const toks = informativeTokens(target.description, 4);
|
|
|
|
|
|
if (toks.length === 0) return [];
|
|
|
|
|
|
|
|
|
|
|
|
// OR informative tokens across every text column the repo already
|
|
|
|
|
|
// keeps searchable. `search_text` is the denormalised token soup
|
|
|
|
|
|
// built by `buildPriceListSearchText` (src/lib/price-list-search.ts)
|
|
|
|
|
|
// — it's how the Catalogue tab does fuzzy hits and the cheapest
|
|
|
|
|
|
// way to catch items where the catalogue wording diverges from the
|
|
|
|
|
|
// operator's wording (e.g. "SAE 50 - 20L" → row "SAE 50 SF/CF4 - 20 LT").
|
|
|
|
|
|
const cols = ["description", "search_text", "sku", "sku_normalised"];
|
|
|
|
|
|
const clauses = cols.flatMap((c) => toks.map((t) => `${c} ~ "${t}"`));
|
|
|
|
|
|
const filter = `(${clauses.join(" || ")})`;
|
|
|
|
|
|
|
|
|
|
|
|
const candRows = await safeGetList<{
|
|
|
|
|
|
id: string; sku: string; sku_normalised: string; description: string;
|
|
|
|
|
|
brand: string; category: string; cost_price: number; selling_price: number;
|
|
|
|
|
|
supplier: string; source_file: string; updated: string; search_text: string;
|
|
|
|
|
|
}>(pb, "price_list", {
|
|
|
|
|
|
filter,
|
|
|
|
|
|
fields: "id,sku,sku_normalised,description,brand,category,cost_price,selling_price,supplier,source_file,updated,search_text",
|
|
|
|
|
|
max: 300,
|
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
|
|
// Rank with overlapScore against the concatenated text columns —
|
|
|
|
|
|
// for short queries against a rich denormalised blob, overlap is
|
|
|
|
|
|
// the right measure (it doesn't penalise extra tokens the way
|
|
|
|
|
|
// Jaccard does).
|
|
|
|
|
|
const targetTokens = tokenizeIntel(target.description);
|
|
|
|
|
|
const ranked: Array<{ row: typeof candRows.items[number]; score: number }> = [];
|
|
|
|
|
|
for (const r of candRows.items) {
|
|
|
|
|
|
const haystack = [r.description, r.search_text, r.sku, r.sku_normalised, r.brand, r.category, r.supplier, r.source_file]
|
|
|
|
|
|
.filter(Boolean).join(" ");
|
|
|
|
|
|
const score = overlapScore(targetTokens, tokenizeIntel(haystack));
|
|
|
|
|
|
if (score >= 0.6) ranked.push({ row: r, score });
|
|
|
|
|
|
}
|
|
|
|
|
|
ranked.sort((a, b) => b.score - a.score);
|
|
|
|
|
|
return ranked.slice(0, ITEM_INTEL_LIMITS.priceList).map(({ row: r, score }) => ({
|
|
|
|
|
|
score: +score.toFixed(3),
|
|
|
|
|
|
sku: r.sku || "",
|
|
|
|
|
|
description: r.description || "",
|
|
|
|
|
|
brand: r.brand || "",
|
|
|
|
|
|
category: r.category || "",
|
|
|
|
|
|
cost_price: r.cost_price || 0,
|
|
|
|
|
|
selling_price: r.selling_price || 0,
|
|
|
|
|
|
supplier: r.supplier || "",
|
|
|
|
|
|
source_file: r.source_file || "",
|
|
|
|
|
|
updated: r.updated,
|
|
|
|
|
|
}));
|
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
async function buildQuoteHistory(
|
|
|
|
|
|
pb: Awaited<ReturnType<typeof getAdminPocketBase>>,
|
|
|
|
|
|
target: { id: string; description: string },
|
2026-08-15 20:32:11 +00:00
|
|
|
|
supplierNameById: Map<string, string>,
|
2026-08-11 00:57:57 +00:00
|
|
|
|
): Promise<ItemIntelQuoteRow[]> {
|
|
|
|
|
|
const filter = buildPbContainsOR("description", target.description);
|
|
|
|
|
|
if (!filter) return [];
|
|
|
|
|
|
const candRows = await safeGetList<{
|
|
|
|
|
|
id: string; description: string; cost_price: number; selling_price: number;
|
2026-08-15 20:32:11 +00:00
|
|
|
|
quantity: number; created: string; quote: string; supplier: string;
|
2026-08-11 00:57:57 +00:00
|
|
|
|
expand?: {
|
|
|
|
|
|
quote?: {
|
|
|
|
|
|
quote_number: string; status: string;
|
|
|
|
|
|
customer_name?: string; company?: string;
|
|
|
|
|
|
expand?: { company?: { id: string; company?: string } };
|
|
|
|
|
|
};
|
|
|
|
|
|
};
|
|
|
|
|
|
}>(pb, "quote_items", {
|
|
|
|
|
|
filter: `id != "${target.id}" && (${filter})`,
|
|
|
|
|
|
expand: "quote.company",
|
2026-08-15 20:32:11 +00:00
|
|
|
|
fields: "id,description,cost_price,selling_price,quantity,created,quote,supplier,expand.quote.id,expand.quote.quote_number,expand.quote.status,expand.quote.company,expand.quote.expand.company.id,expand.quote.expand.company.company",
|
2026-08-11 00:57:57 +00:00
|
|
|
|
max: 300,
|
|
|
|
|
|
sort: "-created",
|
|
|
|
|
|
});
|
|
|
|
|
|
const targetTokens = tokenizeIntel(target.description);
|
|
|
|
|
|
const ranked = candRows.items
|
|
|
|
|
|
.map((q) => ({ q, score: combinedScore(targetTokens, tokenizeIntel(q.description || "")) }))
|
|
|
|
|
|
.filter((r) => r.score >= 0.5)
|
|
|
|
|
|
.sort((a, b) => b.score - a.score)
|
|
|
|
|
|
.slice(0, ITEM_INTEL_LIMITS.recentQuote);
|
|
|
|
|
|
return ranked.map(({ q, score }) => {
|
|
|
|
|
|
// Resolve the customer/company FKs to human-readable names so the
|
|
|
|
|
|
// popover doesn't show opaque ids like `vvns7ji6qeao9xk`. Prefer
|
|
|
|
|
|
// the expanded company name (from the `companies` collection);
|
|
|
|
|
|
// fall back to the customer name field on the quote, then the raw
|
|
|
|
|
|
// FK id, then an em-dash.
|
|
|
|
|
|
const companyName = q.expand?.quote?.expand?.company?.company || "";
|
|
|
|
|
|
const customerName = q.expand?.quote?.customer_name || "";
|
|
|
|
|
|
return {
|
|
|
|
|
|
score: +score.toFixed(3),
|
|
|
|
|
|
quote_item_id: q.id,
|
|
|
|
|
|
quote_id: q.quote,
|
|
|
|
|
|
quote_number: q.expand?.quote?.quote_number || "",
|
|
|
|
|
|
quote_status: q.expand?.quote?.status || "",
|
|
|
|
|
|
customer_name: companyName || customerName || q.expand?.quote?.company || "",
|
|
|
|
|
|
company: companyName || q.expand?.quote?.company || "",
|
|
|
|
|
|
description: q.description || "",
|
|
|
|
|
|
cost_price: q.cost_price || 0,
|
|
|
|
|
|
selling_price: q.selling_price || 0,
|
|
|
|
|
|
quantity: q.quantity || 0,
|
|
|
|
|
|
quoted_at: q.created,
|
|
|
|
|
|
days_ago: daysAgo(q.created),
|
2026-08-15 20:32:11 +00:00
|
|
|
|
supplier_id: q.supplier || "",
|
|
|
|
|
|
supplier_name: q.supplier
|
|
|
|
|
|
? supplierNameById.get(q.supplier) || ""
|
|
|
|
|
|
: "",
|
2026-08-11 00:57:57 +00:00
|
|
|
|
};
|
|
|
|
|
|
});
|
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
async function buildOrderHistory(
|
|
|
|
|
|
pb: Awaited<ReturnType<typeof getAdminPocketBase>>,
|
|
|
|
|
|
target: { description: string },
|
|
|
|
|
|
supplierNameById: Map<string, string>,
|
|
|
|
|
|
): Promise<ItemIntelOrderRow[]> {
|
|
|
|
|
|
const filter = buildPbContainsOR("description", target.description);
|
|
|
|
|
|
if (!filter) return [];
|
|
|
|
|
|
const candRows = await safeGetList<{
|
|
|
|
|
|
id: string; description: string; cost_price: number; selling_price: number;
|
|
|
|
|
|
quantity: number; item_status: string; supplier: string; updated: string; order: string;
|
|
|
|
|
|
expand?: { order?: { order_number: string; company?: string } };
|
|
|
|
|
|
}>(pb, "order_items", {
|
|
|
|
|
|
filter,
|
|
|
|
|
|
expand: "order",
|
|
|
|
|
|
fields: "id,description,cost_price,selling_price,quantity,item_status,supplier,updated,order,expand.order.id,expand.order.order_number,expand.order.company",
|
|
|
|
|
|
max: 300,
|
|
|
|
|
|
sort: "-updated",
|
|
|
|
|
|
});
|
|
|
|
|
|
const targetTokens = tokenizeIntel(target.description);
|
|
|
|
|
|
const ranked = candRows.items
|
|
|
|
|
|
.map((o) => ({ o, score: combinedScore(targetTokens, tokenizeIntel(o.description || "")) }))
|
|
|
|
|
|
.filter((r) => r.score >= 0.5)
|
|
|
|
|
|
.sort((a, b) => b.score - a.score)
|
|
|
|
|
|
.slice(0, ITEM_INTEL_LIMITS.recentOrder);
|
|
|
|
|
|
return ranked.map(({ o, score }) => ({
|
|
|
|
|
|
score: +score.toFixed(3),
|
|
|
|
|
|
order_item_id: o.id,
|
|
|
|
|
|
order_id: o.order,
|
|
|
|
|
|
order_number: o.expand?.order?.order_number || "",
|
|
|
|
|
|
description: o.description || "",
|
|
|
|
|
|
cost_price: o.cost_price || 0,
|
|
|
|
|
|
selling_price: o.selling_price || 0,
|
|
|
|
|
|
quantity: o.quantity || 0,
|
|
|
|
|
|
item_status: o.item_status || "",
|
|
|
|
|
|
supplier_id: o.supplier || "",
|
|
|
|
|
|
supplier_name: supplierNameById.get(o.supplier) || o.supplier || "",
|
|
|
|
|
|
updated: o.updated,
|
|
|
|
|
|
days_ago: daysAgo(o.updated),
|
|
|
|
|
|
}));
|
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
// ─── Summary ─────────────────────────────────────────────────────────
|
|
|
|
|
|
|
|
|
|
|
|
function composeSummary(input: {
|
|
|
|
|
|
matches: ItemIntelStockRow[];
|
|
|
|
|
|
supplierHistory: ItemIntelSupplierRow[];
|
|
|
|
|
|
recent_quote: ItemIntelQuoteRow[];
|
|
|
|
|
|
recent_order: ItemIntelOrderRow[];
|
|
|
|
|
|
price_list: ItemIntelPriceListRow[];
|
|
|
|
|
|
}): string {
|
|
|
|
|
|
const bits: string[] = [];
|
|
|
|
|
|
const topStock = input.matches[0];
|
|
|
|
|
|
if (topStock && topStock.qty > 0) {
|
|
|
|
|
|
bits.push(`in stock ${topStock.qty} (${topStock.supplier_name || "—"}, cost R${topStock.cost_price.toFixed(2)})`);
|
|
|
|
|
|
} else if (topStock) {
|
|
|
|
|
|
bits.push(`out of stock (last supplier ${topStock.supplier_name || "—"})`);
|
|
|
|
|
|
}
|
|
|
|
|
|
if (input.supplierHistory.length === 1) {
|
|
|
|
|
|
const s = input.supplierHistory[0];
|
|
|
|
|
|
bits.push(`bought from ${s.supplier_name} ${s.days_ago}d ago @ R${s.last_cost.toFixed(2)} (×${s.times_bought})`);
|
|
|
|
|
|
} else if (input.supplierHistory.length > 1) {
|
|
|
|
|
|
bits.push(`bought from ${input.supplierHistory.length} suppliers — top: ${input.supplierHistory[0].supplier_name} R${input.supplierHistory[0].last_cost.toFixed(2)} ${input.supplierHistory[0].days_ago}d ago`);
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}
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const lq = input.recent_quote[0];
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if (lq) bits.push(`last quoted R${lq.selling_price.toFixed(2)} ${lq.days_ago}d ago (${lq.quote_number})`);
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const lo = input.recent_order[0];
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if (lo) bits.push(`last order ${lo.days_ago}d ago (${lo.order_number}, ${lo.item_status})`);
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if (input.price_list.length > 0) bits.push(`on price list (${input.price_list.length})`);
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return bits.join(" · ") || "No history yet for this item.";
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}
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|
// ─── Public entry points ─────────────────────────────────────────────
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/**
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|
* Compute and write the Item Intel payload for one quote_item or
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|
* order_item. Collection is the PB collection name (e.g.
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|
* `"quote_items"`). The intel is written to `<collection>.ai_item_insights`.
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*
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* `write: false` runs the whole algorithm without persisting — use
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* for the live preview path.
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*/
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export async function populateItemIntel(
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itemId: string,
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collection: "quote_items" | "order_items",
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|
options: { write?: boolean } = {},
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): Promise<ItemIntel> {
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const write = options.write !== false;
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const pb = await getAdminPocketBase();
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const target = await pb.collection(collection).getOne<{
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id: string; sku: string; description: string; quantity: number;
|
2026-08-15 17:01:52 +00:00
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|
supplier: string;
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|
}>(itemId, { fields: "id,sku,description,quantity,supplier" });
|
2026-08-11 00:57:57 +00:00
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|
const supplierNameById = await loadSuppliersById(pb);
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|
const generated_at = new Date().toISOString();
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|
const [stockRaw, price_list, recent_quote, recent_order] = await Promise.all([
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|
buildStock(pb, target, supplierNameById),
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|
|
buildPriceList(pb, target),
|
2026-08-15 20:32:11 +00:00
|
|
|
|
buildQuoteHistory(pb, target, supplierNameById),
|
2026-08-11 00:57:57 +00:00
|
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|
buildOrderHistory(pb, target, supplierNameById),
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|
]);
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|
|
const supplier_history = buildLastSupplierPrice(stockRaw.purchaseHistory);
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|
|
const item: ItemIntelTarget = {
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|
id: itemId,
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|
collection,
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|
description: target.description || "",
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|
|
sku: target.sku || "",
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|
|
quantity: target.quantity || 0,
|
2026-08-15 17:01:52 +00:00
|
|
|
|
supplier: target.supplier || "",
|
|
|
|
|
|
supplier_name: target.supplier
|
|
|
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|
|
? supplierNameById.get(target.supplier) || ""
|
|
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|
|
: "",
|
2026-08-11 00:57:57 +00:00
|
|
|
|
};
|
|
|
|
|
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|
|
|
|
|
|
const summary = composeSummary({
|
|
|
|
|
|
matches: stockRaw.matches,
|
|
|
|
|
|
supplierHistory: supplier_history,
|
|
|
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|
|
recent_quote,
|
|
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|
|
recent_order,
|
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|
|
price_list,
|
|
|
|
|
|
});
|
|
|
|
|
|
|
|
|
|
|
|
const intel: ItemIntel = {
|
|
|
|
|
|
item,
|
|
|
|
|
|
summary,
|
|
|
|
|
|
generated_at,
|
|
|
|
|
|
stock_list: stockRaw.matches,
|
|
|
|
|
|
supplier_history,
|
|
|
|
|
|
price_list,
|
|
|
|
|
|
recent_quote,
|
|
|
|
|
|
recent_order,
|
|
|
|
|
|
};
|
|
|
|
|
|
|
|
|
|
|
|
if (write) {
|
|
|
|
|
|
await pb.collection(collection).update(itemId, { ai_item_insights: intel });
|
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
return intel;
|
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
/**
|
|
|
|
|
|
* Populate Item Intel for every active line on a quote or order.
|
|
|
|
|
|
* Parallel-safe within one parent; the caller controls cross-parent
|
|
|
|
|
|
* batching to avoid hammering PB.
|
|
|
|
|
|
*/
|
|
|
|
|
|
export async function populateIntelForParent(
|
|
|
|
|
|
parentId: string,
|
|
|
|
|
|
collection: "quote_items" | "order_items",
|
|
|
|
|
|
parentCollection: "quotes" | "orders",
|
|
|
|
|
|
options: { write?: boolean } = {},
|
|
|
|
|
|
): Promise<{ parent_id: string; total: number; populated: number; no_match: number }> {
|
|
|
|
|
|
const pb = await getAdminPocketBase();
|
|
|
|
|
|
const parentField = parentCollection === "quotes" ? "quote" : "order";
|
|
|
|
|
|
const items = await pb.collection(collection).getFullList<{ id: string }>({
|
|
|
|
|
|
filter: `${parentField} = "${parentId}" && (moved_to_quote = null || moved_to_quote = "")`,
|
|
|
|
|
|
fields: "id",
|
|
|
|
|
|
});
|
|
|
|
|
|
const results = await Promise.all(
|
|
|
|
|
|
items.map((it) => populateItemIntel(it.id, collection, options).then(
|
|
|
|
|
|
(intel) => ({
|
|
|
|
|
|
id: it.id,
|
|
|
|
|
|
found: intel.stock_list.length > 0 || intel.price_list.length > 0 ||
|
|
|
|
|
|
intel.recent_quote.length > 0 || intel.recent_order.length > 0 ||
|
|
|
|
|
|
intel.supplier_history.length > 0,
|
|
|
|
|
|
}),
|
|
|
|
|
|
() => ({ id: it.id, found: false }),
|
|
|
|
|
|
)),
|
|
|
|
|
|
);
|
|
|
|
|
|
return {
|
|
|
|
|
|
parent_id: parentId,
|
|
|
|
|
|
total: items.length,
|
|
|
|
|
|
populated: results.filter((r) => r.found).length,
|
|
|
|
|
|
no_match: results.filter((r) => !r.found).length,
|
|
|
|
|
|
};
|
|
|
|
|
|
}
|