feat(order-review): edit item description, show email body, fix duplicate key
Three review-modal polish items rolled up:
1. Persisted line items now expose a description input in edit mode
(mirroring the existing qty / selling inputs). The save route +
the orders service's `updateOrderItemsPrices` accept the new
`description` field and write `description` + `po_description`
together (rejecting a blank description per row, with a
per-row failure entry so the operator can retry just those).
2. The source-of-truth panel now ALWAYS renders the email body, not
only when there are no attachments. The body is collapsed by
default and capped at `max-h-40` so the email stays a secondary
audit block instead of pushing the operator's real work
(line items + attachments) down the page. The toggle button is
unchanged.
3. The chip strip and file list inside the source-of-truth panel
were using `key={a.id}`. `orderAttachementsToQuotes` synthesizes
every attachment with `id: order.id` (PB file URLs need
`/files/{collectionId}/{recordId}/{filename}`), so a multi-file
order was throwing 'Encountered two children with the same key'.
Switched to `key={a.filename}` — unique per file in the
multi-file field, leaves the file URL untouched.
The Order type grew `email_subject`, `email_sender`,
`email_body`, and `email_message_id`. These columns exist in the
live PB (the local `pb_schema-2.json` snapshot is reference-only
per AGENTS.md, so the drift is expected). `getOrderReviewData`
prefers the order's own `email_body` and falls back to the
related `quote.email_body` for legacy orders that pre-date the
snapshot columns — quoting the operator's outbound is better than
showing '(no body)'.
Co-authored-by: Orca <help@stably.ai>
This commit is contained in:
SJCoetz
parent
69175e493d
commit
f819478bc0
4 changed files with 347 additions and 134 deletions
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@ -99,6 +99,7 @@ export async function POST(
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rep?: string;
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items?: Array<{
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id: string;
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description?: string | null;
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quantity?: number | null;
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selling_price?: number | null;
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cost_price?: number | null;
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@ -450,8 +450,11 @@ describe("OrdersReviewModal", () => {
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fireEvent.click(screen.getByTestId("review-edit-items-btn"));
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fireEvent.click(screen.getByTestId("review-edit-confirm-enable"));
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// Dialog should be closed and items enabled.
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const itemRow = screen.getByText("HSS drill 6mm").closest("li")!;
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// Dialog should be closed and items enabled. In edit mode the
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// description is now an <input> (data-testid
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// `review-item-description`), so locate the row by testid
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// rather than by the rendered text.
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const itemRow = screen.getByTestId("review-item-row-item-1");
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for (const input of Array.from(itemRow.querySelectorAll("input"))) {
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expect(input).not.toBeDisabled();
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}
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@ -465,6 +468,52 @@ describe("OrdersReviewModal", () => {
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).toBeInTheDocument();
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});
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it("editing the persisted item's description dirties the modal and saves via the items endpoint", async () => {
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// The review step needs to let the operator correct an
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// AI-misread item title. The persisted description is rendered
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// as a read-only <p> until editing is enabled; once enabled
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// it becomes an input and the change goes through the same
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// dirty-check / save path as a price edit.
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const fetchMock = vi
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.spyOn(global, "fetch")
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.mockResolvedValueOnce(
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new Response(
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JSON.stringify({
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order: { ...baseOrder, description: "HSS drill 8mm" },
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items: { updated: 1, failed: [] },
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itemsAdded: { created: [], failed: [] },
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itemsRemoved: { softFlagged: [], failed: [] },
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partialFailures: [],
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}),
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{ status: 200 },
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),
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);
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render(<OrdersReviewModal {...baseProps()} />);
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fireEvent.click(screen.getByTestId("review-edit-items-btn"));
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fireEvent.click(screen.getByTestId("review-edit-confirm-enable"));
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const descInput = screen.getByTestId(
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"review-item-description",
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) as HTMLInputElement;
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expect(descInput).toBeInTheDocument();
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expect(descInput.value).toBe("HSS drill 6mm");
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fireEvent.change(descInput, {
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target: { value: "HSS drill 8mm" },
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});
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fireEvent.click(screen.getByTestId("review-save-button"));
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await waitFor(() => {
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expect(fetchMock).toHaveBeenCalled();
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});
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const callBody = JSON.parse(fetchMock.mock.calls[0][1]?.body as string);
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expect(callBody.items).toEqual([
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{ id: "item-1", description: "HSS drill 8mm" },
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]);
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});
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it("canceling the dialog keeps items read-only", () => {
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render(<OrdersReviewModal {...baseProps()} />);
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fireEvent.click(screen.getByTestId("review-edit-items-btn"));
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@ -700,6 +749,82 @@ describe("OrdersReviewModal", () => {
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});
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});
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describe("source of truth email body", () => {
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it("collapses the email body by default — the operator opens it on demand", () => {
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// The email body is the secondary audit trail, not the primary
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// edit surface. Default state: collapsed, so the order items +
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// attachments stay at the top of the modal without a giant
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// block of email text pushing them down.
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render(
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<OrdersReviewModal
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{...baseProps()}
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attachments={[
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{
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id: "att-pdf",
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created: "",
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updated: "",
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collectionId: "coll-1",
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collectionName: "quote_attachments",
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quote: "quote-1",
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filename: "Acme-RFQ.pdf",
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file: ["pdf-token"],
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content_type: "application/pdf",
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size_bytes: 1000,
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email_message_id: "",
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kind: "pdf",
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},
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]}
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/>,
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);
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// Body starts hidden behind the toggle.
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expect(
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screen.queryByTestId("review-email-body"),
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).not.toBeInTheDocument();
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// Open it.
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fireEvent.click(screen.getByTestId("review-email-toggle"));
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const body = screen.getByTestId("review-email-body");
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expect(body).toBeInTheDocument();
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expect(body.textContent).toMatch(/Re: RFQ/);
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expect(body.textContent).toMatch(/Hi team\.\.\./);
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});
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it("collapses the email body by default when there are no attachments", () => {
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// The empty-attachment path also keeps the email collapsed by
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// default — the operator opens it via the same toggle.
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render(<OrdersReviewModal {...baseProps()} />);
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expect(
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screen.queryByTestId("review-email-body"),
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).not.toBeInTheDocument();
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fireEvent.click(screen.getByTestId("review-email-toggle"));
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const body = screen.getByTestId("review-email-body");
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expect(body).toBeInTheDocument();
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expect(body.textContent).toMatch(/Hi team\.\.\./);
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});
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it("email body collapse toggle is reversible", () => {
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render(<OrdersReviewModal {...baseProps()} />);
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const toggle = screen.getByTestId("review-email-toggle");
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// Body starts collapsed.
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expect(
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screen.queryByTestId("review-email-body"),
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).not.toBeInTheDocument();
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// Expand.
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fireEvent.click(toggle);
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expect(
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screen.getByTestId("review-email-body"),
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).toBeInTheDocument();
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// Collapse again.
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fireEvent.click(toggle);
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expect(
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screen.queryByTestId("review-email-body"),
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).not.toBeInTheDocument();
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});
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});
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describe("customer cascade (company + rep)", () => {
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const expandedCustomerA: Customer = {
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...baseCustomer,
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@ -4,6 +4,8 @@ import { useCallback, useEffect, useMemo, useRef, useState } from "react";
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import {
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AlertTriangle,
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Check,
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ChevronDown,
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ChevronRight,
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ExternalLink,
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Loader2,
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Mail,
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@ -242,15 +244,16 @@ export function OrdersReviewModal({
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// none of the price fields changed, the removal has to be
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// persisted.
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if (d.pendingRemoval) return true;
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if (d.description !== (it.description || "")) return true;
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if (d.quantity !== it.quantity) return true;
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if (d.selling_price !== it.selling_price) return true;
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if (d.cost_price !== it.cost_price) return true;
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// NOTE: markup is deliberately not compared here. The save body
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// only carries quantity/selling_price/cost_price; the service
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// layer recomputes markup server-side from the selling/cost pair.
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// At the review step the operator doesn't edit markup directly,
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// but onSellingChange recomputes cost from selling+markup, so a
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// cost change here IS captured above.
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// only carries quantity/selling_price/cost_price/description; the
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// service layer recomputes markup server-side from the
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// selling/cost pair. At the review step the operator doesn't edit
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// markup directly, but onSellingChange recomputes cost from
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// selling+markup, so a cost change here IS captured above.
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}
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// Any new draft row (one with no matching persistedItem) is dirty
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// by default — it must be POSTed to the create endpoint.
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@ -388,6 +391,7 @@ export function OrdersReviewModal({
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rep?: string;
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items?: Array<{
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id: string;
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description?: string | null;
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quantity?: number | null;
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selling_price?: number | null;
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cost_price?: number | null;
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@ -435,11 +439,16 @@ export function OrdersReviewModal({
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if (d.pendingRemoval) return null;
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const changed: {
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id: string;
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description?: string | null;
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quantity?: number | null;
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selling_price?: number | null;
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cost_price?: number | null;
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} = { id: it.id };
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let isDirty = false;
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if (d.description !== (it.description || "")) {
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changed.description = d.description;
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isDirty = true;
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}
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if (d.quantity !== it.quantity) {
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changed.quantity = d.quantity;
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isDirty = true;
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@ -857,14 +866,30 @@ export function OrdersReviewModal({
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>
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<div className="flex items-start gap-2">
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<div className="min-w-0 flex-1">
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<p
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className={cn(
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"text-sm font-medium truncate",
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d.pendingRemoval && "line-through opacity-60",
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)}
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>
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{it.description || "(no description)"}
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</p>
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{editingItems ? (
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<Input
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value={d.description}
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onChange={(e) =>
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onDescriptionChange(it.id, e.target.value)
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}
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placeholder="Item description"
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disabled={saving || d.pendingRemoval}
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data-testid="review-item-description"
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className={cn(
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"h-8 text-xs",
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d.pendingRemoval && "line-through",
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)}
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/>
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) : (
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<p
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className={cn(
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"text-sm font-medium truncate",
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d.pendingRemoval && "line-through opacity-60",
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)}
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>
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{d.description || it.description || "(no description)"}
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</p>
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)}
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</div>
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{editingItems && (
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d.pendingRemoval ? (
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@ -1181,9 +1206,11 @@ function FailureSection({
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}
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// --- Source-of-truth panel -----------------------------------------------
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// Inline preview of the source attachment so the operator can scan
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// the actual PDF/image against the order items in one screen.
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// Falls back to the email body when no attachments exist.
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// Always renders BOTH the source email body AND the source attachments
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// (if any). The email body is the audit trail the customer sent the
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// PO from; it can be long, so it's collapsible. Attachments preview
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// inline. When there are no attachments the email body sits at the
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// top so the operator can scan it before checking the items.
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function SourceOfTruth({
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quoteEmail,
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attachments,
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@ -1191,9 +1218,13 @@ function SourceOfTruth({
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quoteEmail: { subject: string; body: string };
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attachments: QuoteAttachment[];
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}) {
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if (attachments.length === 0) {
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return <EmailFallback quoteEmail={quoteEmail} />;
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}
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// Email body is always rendered; the operator can expand it when
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// they want to cross-check the customer's wording. Default: collapsed
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// — the email is the secondary audit trail, not the primary edit
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// surface. Even when expanded, the body scrolls inside a short
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// container so it doesn't push the order items / attachments off
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// screen.
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const [emailOpen, setEmailOpen] = useState(false);
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// Pick the first PDF if any, else first image, else the first
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// entry of any other kind (which gets the "no preview" treatment).
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@ -1209,124 +1240,149 @@ function SourceOfTruth({
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);
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return (
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<div className="rounded-md border bg-muted/30 text-xs space-y-3">
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<div className="px-3 pt-3 flex items-center gap-1.5 font-semibold uppercase tracking-wide text-muted-foreground">
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<Paperclip className="h-3 w-3" />
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Attachments ({attachments.length})
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<div className="rounded-md border bg-muted/30 text-xs space-y-3" data-testid="review-source-of-truth">
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{/* Email body — ALWAYS visible (collapsible). Audit trail of
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the customer's request: the operator reads it when an AI
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field looks wrong. Long quotes get a collapse toggle so the
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preview pane stays usable. */}
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<div className="border-b border-border/40">
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<button
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type="button"
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onClick={() => setEmailOpen((open) => !open)}
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aria-expanded={emailOpen}
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aria-controls="review-email-body"
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data-testid="review-email-toggle"
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className="w-full px-3 pt-3 pb-2 flex items-center gap-1.5 text-left font-semibold uppercase tracking-wide text-muted-foreground hover:text-foreground"
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>
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{emailOpen ? (
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<ChevronDown className="h-3 w-3" />
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) : (
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<ChevronRight className="h-3 w-3" />
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)}
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<Mail className="h-3 w-3" />
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Email
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</button>
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{emailOpen && (
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<div
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id="review-email-body"
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className="px-3 pb-3 space-y-1"
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data-testid="review-email-body"
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>
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<p className="text-foreground font-medium break-words">
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{quoteEmail.subject || "(no subject)"}
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</p>
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{/* Short scroll container so even long emails don't push
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the operator's real work (order items + attachments)
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down the page. The toggle above lets them skip the
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email entirely when they don't need it. */}
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<pre className="whitespace-pre-wrap font-sans text-muted-foreground max-h-40 overflow-y-auto text-[11px] leading-snug">
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{quoteEmail.body || "(no body)"}
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</pre>
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</div>
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)}
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</div>
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{/* Tab strip — DECORATIVE in v1 (no click handler, no activeId state).
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Only the first previewable attachment (PDF > image) is rendered below;
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the chips are visual context. Future v2 could wire them with
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`useState<activeId>` inside `SourceOfTruth` to swap the preview. */}
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{attachments.length > 1 && (
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<div className="px-3 flex flex-wrap gap-1.5 border-b border-border/40 pb-2">
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{attachments.map((a) => {
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const isActive = previewTarget && a.id === previewTarget.id;
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const previewable = a.kind === "pdf" || a.kind === "image";
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return (
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<span
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key={a.id}
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className={cn(
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"inline-flex items-center gap-1 rounded-full px-2 py-0.5 leading-5 text-[10px]",
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isActive
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? "bg-primary/15 text-primary font-medium"
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: "text-muted-foreground",
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)}
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title={`${a.filename} (${a.kind ?? "unknown"})`}
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{/* Attachments — only render the section when there is at
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least one. Without this, the "Attachments (0)" header is
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noisy on attachment-less orders. */}
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{attachments.length > 0 && (
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<div className="px-3 pb-3 space-y-3">
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<div className="flex items-center gap-1.5 font-semibold uppercase tracking-wide text-muted-foreground">
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<Paperclip className="h-3 w-3" />
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Attachments ({attachments.length})
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</div>
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{/* Tab strip — DECORATIVE in v1 (no click handler, no activeId state).
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Only the first previewable attachment (PDF > image) is rendered below;
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the chips are visual context. Future v2 could wire them with
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`useState<activeId>` inside `SourceOfTruth` to swap the preview. */}
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{attachments.length > 1 && (
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<div className="flex flex-wrap gap-1.5 border-b border-border/40 pb-2">
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{attachments.map((a) => {
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const isActive = previewTarget && a.id === previewTarget.id;
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const previewable = a.kind === "pdf" || a.kind === "image";
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return (
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<span
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key={a.filename}
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className={cn(
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"inline-flex items-center gap-1 rounded-full px-2 py-0.5 leading-5 text-[10px]",
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isActive
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? "bg-primary/15 text-primary font-medium"
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: "text-muted-foreground",
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)}
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title={`${a.filename} (${a.kind ?? "unknown"})`}
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>
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{previewable ? "●" : "○"} {a.filename}
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</span>
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);
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})}
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</div>
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)}
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{previewTarget && previewTarget.kind === "pdf" && (
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<iframe
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src={attachmentUrl(previewTarget)}
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title={previewTarget.filename}
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className="w-full h-[420px] bg-background border rounded"
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data-testid="review-attachment-iframe"
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/>
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)}
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{previewTarget && previewTarget.kind === "image" && (
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<div>
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{/* eslint-disable-next-line @next/next/no-img-element */}
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<img
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src={attachmentUrl(previewTarget)}
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alt={previewTarget.filename}
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className="max-w-full max-h-[420px] rounded border bg-background"
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data-testid="review-attachment-img"
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/>
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</div>
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)}
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{/* No previewable attachment at all — show a no-preview message. */}
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{!previewTarget && firstOther && (
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<div className="space-y-1">
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<p
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className="text-muted-foreground italic"
|
||||
data-testid="review-no-preview"
|
||||
>
|
||||
{previewable ? "●" : "○"} {a.filename}
|
||||
</span>
|
||||
);
|
||||
})}
|
||||
{`No preview available for this ${firstOther.kind ?? "file"} type.`}
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{othersAreUnpreviewable && previewTarget && (
|
||||
<p className="text-[10px] text-muted-foreground">
|
||||
+ {attachments.filter(
|
||||
(a) => a.kind !== "pdf" && a.kind !== "image",
|
||||
).length}{" "}
|
||||
unpreviewable attachment(s) — open to view.
|
||||
</p>
|
||||
)}
|
||||
|
||||
<ul className="space-y-1">
|
||||
{attachments.map((a) => (
|
||||
<li
|
||||
key={a.filename}
|
||||
className="flex items-center justify-between gap-2 text-[11px]"
|
||||
>
|
||||
<span className="truncate text-muted-foreground">
|
||||
{a.filename}
|
||||
</span>
|
||||
<a
|
||||
href={attachmentUrl(a)}
|
||||
target="_blank"
|
||||
rel="noopener noreferrer"
|
||||
className="text-primary hover:underline inline-flex items-center gap-0.5"
|
||||
>
|
||||
open <ExternalLink className="h-2.5 w-2.5" />
|
||||
</a>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{previewTarget && previewTarget.kind === "pdf" && (
|
||||
<iframe
|
||||
src={attachmentUrl(previewTarget)}
|
||||
title={previewTarget.filename}
|
||||
className="w-full h-[420px] bg-background border-t"
|
||||
data-testid="review-attachment-iframe"
|
||||
/>
|
||||
)}
|
||||
|
||||
{previewTarget && previewTarget.kind === "image" && (
|
||||
<div className="px-3 pb-3">
|
||||
{/* eslint-disable-next-line @next/next/no-img-element */}
|
||||
<img
|
||||
src={attachmentUrl(previewTarget)}
|
||||
alt={previewTarget.filename}
|
||||
className="max-w-full max-h-[420px] rounded border bg-background"
|
||||
data-testid="review-attachment-img"
|
||||
/>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* No previewable attachment at all — show a no-preview message. */}
|
||||
{!previewTarget && firstOther && (
|
||||
<div className="px-3 pb-3 space-y-1">
|
||||
<p
|
||||
className="text-muted-foreground italic"
|
||||
data-testid="review-no-preview"
|
||||
>
|
||||
{`No preview available for this ${firstOther.kind ?? "file"} type.`}
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{othersAreUnpreviewable && previewTarget && (
|
||||
<div className="px-3 pb-3">
|
||||
<p className="text-[10px] text-muted-foreground">
|
||||
+ {attachments.filter(
|
||||
(a) => a.kind !== "pdf" && a.kind !== "image",
|
||||
).length}{" "}
|
||||
unpreviewable attachment(s) — open to view.
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
|
||||
<ul className="px-3 pb-3 space-y-1">
|
||||
{attachments.map((a) => (
|
||||
<li
|
||||
key={a.id}
|
||||
className="flex items-center justify-between gap-2 text-[11px]"
|
||||
>
|
||||
<span className="truncate text-muted-foreground">
|
||||
{a.filename}
|
||||
</span>
|
||||
<a
|
||||
href={attachmentUrl(a)}
|
||||
target="_blank"
|
||||
rel="noopener noreferrer"
|
||||
className="text-primary hover:underline inline-flex items-center gap-0.5"
|
||||
>
|
||||
open <ExternalLink className="h-2.5 w-2.5" />
|
||||
</a>
|
||||
</li>
|
||||
))}
|
||||
</ul>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function EmailFallback({
|
||||
quoteEmail,
|
||||
}: {
|
||||
quoteEmail: { subject: string; body: string };
|
||||
}) {
|
||||
return (
|
||||
<div className="rounded-md border bg-muted/30 p-3 text-xs space-y-2">
|
||||
<div className="flex items-center gap-1.5 font-semibold uppercase tracking-wide text-muted-foreground">
|
||||
<Mail className="h-3 w-3" />
|
||||
Email
|
||||
</div>
|
||||
<p className="text-foreground font-medium">
|
||||
{quoteEmail.subject || "(no subject)"}
|
||||
</p>
|
||||
<pre className="whitespace-pre-wrap font-sans text-muted-foreground max-h-[420px] overflow-y-auto">
|
||||
{quoteEmail.body || "(no body)"}
|
||||
</pre>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
|
|
|||
|
|
@ -673,6 +673,37 @@ export interface Order extends BaseRecord {
|
|||
* — keep it in sync with the live schema.
|
||||
*/
|
||||
order_attachements?: string[];
|
||||
/**
|
||||
* Subject line of the customer email that originated this order.
|
||||
* Populated by the n8n agent on order creation from the
|
||||
* `orders.email_subject` PB column (added to the live schema
|
||||
* after the local `pb_schema-2.json` snapshot was taken — the
|
||||
* snapshot is reference-only per AGENTS.md, so the drift is
|
||||
* expected).
|
||||
*/
|
||||
email_subject?: string;
|
||||
/**
|
||||
* Sender (From:) of the customer email that originated this order.
|
||||
* Lives on the order itself so the review modal can show the
|
||||
* sender without joining to the related quote.
|
||||
*/
|
||||
email_sender?: string;
|
||||
/**
|
||||
* Plain-text body of the customer email that originated this order.
|
||||
* Distinct from `quotes.email_body` (which is the operator's
|
||||
* outbound email body for the related quote) — this is the
|
||||
* inbound email the customer sent with their RFQ, snapshotted
|
||||
* onto the order so the review modal can display the source of
|
||||
* truth without depending on the quote link.
|
||||
*/
|
||||
email_body?: string;
|
||||
/**
|
||||
* RFC 5322 Message-ID of the customer email that originated this
|
||||
* order. Mirrored from the inbound reply tracking on
|
||||
* `quote_replies` for orders that flowed through the RFQ
|
||||
* monitoring pipeline; null for orders created without one.
|
||||
*/
|
||||
email_message_id?: string;
|
||||
expand?: {
|
||||
company?: Company;
|
||||
customer?: Customer;
|
||||
|
|
|
|||
Loading…
Reference in a new issue