fix(price-check): say "Similar items" for fuzzy matches; leave out the line's own quote/order

Seen on the TEST order: an M16x60 line with no POS item got an M22x65
bolt as its POS price, and "ordered before" listed the order itself.

- the badge summary starts with "Similar items:" when the intel is a
  fuzzy match, so it no longer reads like this item's own price
- quoted/ordered before skip the line's own quote / order

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

src/lib/price-check.test.ts

@@ -128,7 +128,17 @@ describe("buildPriceCheck — summary", () => {
 
   it("falls back to the price list when there is no stock row", () => {
     const r = buildPriceCheck(intel({ price_list: [priceListRow()] }), LINE);
-    expect(plain(r.summary)).toBe("price list R 0,40");
+    expect(plain(r.summary)).toBe("Similar items: price list R 0,40");
+  });
+
+  it("marks a fuzzy match as similar items, not this item's price", () => {
+    const r = buildPriceCheck(intel({ stock_list: [stockRow()], match_kind: "fuzzy" }), LINE);
+    expect(plain(r.summary)).toBe("Similar items: POS R 0,45 · 120 in stock");
+  });
+
+  it("does not prefix an exact match", () => {
+    const r = buildPriceCheck(intel({ stock_list: [stockRow()], match_kind: "sku" }), LINE);
+    expect(plain(r.summary)).toBe("POS R 0,45 · 120 in stock");
   });
 });
 

src/lib/price-check.ts

@@ -228,8 +228,11 @@ export function buildPriceCheck(
     bits.push(`price list ${formatMoney(row.cost_price)}`);
   }
 
+  // A fuzzy match may be a different item (an M22 bolt for an M16 line),
+  // so the one-liner says so instead of reading like this item's price.
+  const joined = bits.join(" · ");
   return {
-    summary: bits.join(" · ") || "No price data yet",
+    summary: joined ? (matchKind === "fuzzy" ? `Similar items: ${joined}` : joined) : "No price data yet",
     flags,
     matchKind,
   };

src/lib/server/item-intel-service.test.ts

@@ -389,3 +389,36 @@ describe("populateItemIntel — anchored stock item", () => {
     expect((updates[0].data.ai_item_insights as { match_kind: string }).match_kind).toBe("stock_item");
   });
 });
+
+describe("populateItemIntel — history leaves out the line's own quote / order", () => {
+  it("does not list the order being looked at under ordered before", async () => {
+    const line = { id: "oi-1", order: "ord-1", sku: "", description: "M20 x 50mm Hex Bolt", quantity: 10, supplier: "" };
+    const { pb } = makePb({
+      orderItems: [
+        line,
+        { id: "oi-2", order: "ord-1", description: "M20 x 50mm Hex Bolt", updated: "2026-10-20T00:00:00.000Z" },
+        { id: "oi-3", order: "ord-2", description: "M20 x 50mm Hex Bolt", updated: "2026-09-01T00:00:00.000Z" },
+      ],
+    });
+    vi.mocked(getAdminPocketBase).mockResolvedValue(pb as never);
+
+    const intel = await populateItemIntel("oi-1", "order_items", { write: false });
+
+    expect(intel.recent_order.map((r) => r.order_item_id)).toEqual(["oi-3"]);
+  });
+
+  it("does not list other lines of the same quote under quoted before", async () => {
+    const { pb } = makePb({
+      target: { ...TARGET, quote: "q-1" },
+      quoteItems: [
+        { id: "qi-2", quote: "q-1", description: "M20 x 50mm Hex Bolt", created: "2026-10-20T00:00:00.000Z" },
+        { id: "qi-3", quote: "q-2", description: "M20 x 50mm Hex Bolt", created: "2026-09-01T00:00:00.000Z" },
+      ],
+    });
+    vi.mocked(getAdminPocketBase).mockResolvedValue(pb as never);
+
+    const intel = await populateItemIntel("qi-1", "quote_items", { write: false });
+
+    expect(intel.recent_quote.map((r) => r.quote_item_id)).toEqual(["qi-3"]);
+  });
+});

src/lib/server/item-intel-service.ts

@@ -522,7 +522,7 @@ async function buildPriceList(
 
 async function buildQuoteHistory(
   pb: Awaited<ReturnType<typeof getAdminPocketBase>>,
-  target: { id: string; description: string },
+  target: { id: string; description: string; quoteId?: string },
   supplierNameById: Map<string, string>,
 ): Promise<ItemIntelQuoteRow[]> {
   const filter = buildPbContainsOR("description", target.description);
@@ -538,7 +538,12 @@ async function buildQuoteHistory(
       };
     };
   }>(pb, "quote_items", {
-    filter: `id != "${target.id}" && (${filter})`,
+    // Never the line itself, nor another line of the same quote.
+    filter: [
+      `id != "${escapeForPbString(target.id)}"`,
+      target.quoteId ? `quote != "${escapeForPbString(target.quoteId)}"` : "",
+      `(${filter})`,
+    ].filter(Boolean).join(" && "),
     expand: "quote.company",
     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",
     max: 300,
@@ -582,7 +587,7 @@ const ranked = candRows.items
 
 async function buildOrderHistory(
   pb: Awaited<ReturnType<typeof getAdminPocketBase>>,
-  target: { description: string },
+  target: { id: string; description: string; orderId?: string },
   supplierNameById: Map<string, string>,
 ): Promise<ItemIntelOrderRow[]> {
   const filter = buildPbContainsOR("description", target.description);
@@ -592,7 +597,12 @@ async function buildOrderHistory(
     quantity: number; item_status: string; supplier: string; updated: string; order: string;
     expand?: { order?: { order_number: string; company?: string } };
   }>(pb, "order_items", {
-    filter,
+    // Never the line itself, nor another line of the same order.
+    filter: [
+      `id != "${escapeForPbString(target.id)}"`,
+      target.orderId ? `order != "${escapeForPbString(target.orderId)}"` : "",
+      `(${filter})`,
+    ].filter(Boolean).join(" && "),
     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,
@@ -676,10 +686,18 @@ export async function populateItemIntel(
   const write = options.write !== false;
   const pb = await getAdminPocketBase();
 
-  const target = await pb.collection(collection).getOne<{
+  // The parent relation is `quote` on quote_items and `order` on
+  // order_items; it keeps the line's own quote/order out of its history.
+  const parentField = collection === "quote_items" ? "quote" : "order";
+  const targetRow = await pb.collection(collection).getOne<{
     id: string; sku: string; description: string; quantity: number;
-    supplier: string;
-  }>(itemId, { fields: "id,sku,description,quantity,supplier" });
+    supplier: string; quote?: string; order?: string;
+  }>(itemId, { fields: `id,sku,description,quantity,supplier,${parentField}` });
+  const target = {
+    ...targetRow,
+    quoteId: collection === "quote_items" ? targetRow.quote || "" : "",
+    orderId: collection === "order_items" ? targetRow.order || "" : "",
+  };
 
   const supplierNameById = await loadSuppliersById(pb);
   const generated_at = new Date().toISOString();