- Add Supplier Map component to suppliers page and reorganize sidebar navigation
- Implement picking slip PDF generation with supplier per line item and picked-by signature footer
- Add invoice bulk print tracking API and view models to track printed invoice state
- Extend company search and form to support email/telephone fields and improve searchability
- Fix data table debounce race condition by using useRef for onSearch handler
- Fix supplier page fetch race condition with debounced timeout
- Reduce list page item counts to 10 per page for customers, companies, and suppliers
- Update company search filter to include email and telephone in search queries
- Add comprehensive test suite for new and existing components and APIs
- Add pdf-lib dependency for PDF generation and update related tooling
- Clean up unused code and fix minor linting issues
Overhaul the app's color system by replacing all hardcoded Tailwind color classes with semantic theme variables to ensure consistent theming across all components, pages, and tests.
Additional changes:
- Add assigned date support for order item status updates: add `assignedDate` field to the order item status PATCH API, implement server-side normalization/validation, and add corresponding tests
- Refactor purchase order PDF workflows to use the consolidated `purchase_orders.documents` field instead of the legacy separate `purchase_order_pdfs` collection
- Fix quote number parsing and formatting to support both dashed (Q-YYYY-MM-NNN) and dashless (QYYYYMMNNN) formats
- Rename `driver_pool` item status to `collection_pool` across the codebase
- Add null handling for order item quantities and pricing to display "—" for missing values
- Improve filter tab styling: make mobile tabs scrollable, prevent text wrapping, hide scrollbar
- Add new utility scripts, API routes, migrations, and polish small UI/UX fixes including tsconfig updates and theme hook improvements
This commit adds the full end-to-end SKU pricing match flow for quote items:
- Add new QuoteItem and PriceListRow fields for SKU and pricing metadata
- Add sku_normalised to price_list for robust format-agnostic SKU matching
- Refactor price list search to use modular search builder and filter helpers
- Add database migrations, backfill scripts, and new package commands
- Update catalogue search UI and fix quote list accidental click behavior
- Add comprehensive unit, smoke, and end-to-end test suites
- Update documentation for the new price search and extraction logic
The Catalogue tab's search box used to OR across just sku,
description, and brand. Now it hits:
- sku, description, brand, supplier, category, subcategory
(PB's case-insensitive `~` operator, each indexed)
- search_text (a denormalised text blob)
The denormalised column is the key part: PB can't substring-
match a JSON field, so without this, synonyms from
`specifications.synonyms` ("slugger cutter", "turbo tough",
etc.) would never match in the search box. The n8n workflow's
Code node now flattens every searchable bit — including the
synonyms array — into search_text on every POST. The 46 pre-
existing rows were backfilled once with the same formula.
The `price_list.supplier` field also stored the PB id on the
46 pre-existing rows (n8n was setting the resolved name, but
the original LLM tests that seeded the table didn't). Fixed
that in the same backfill — supplier now reads 'JEISA -
WESTSCOTT GROUP' instead of 'q6hpwbxsicyoiuu', which makes
the supplier filter dropdown work AND makes
'supplier ~ "jeisa"' match.
Migration `2026-06-30-add-price-list-search-text`:
- Adds `search_text` (text) column
- Adds `idx_pl_search_text` non-unique index
- Idempotent — re-runs are safe and self-heal the index
Updates:
- `getPriceLists` helper ORs across all 6 columns + search_text
- `PriceList` TS type gains `search_text: string`
- `pricelist-extraction.md` Code node snippet shows how the
n8n workflow should populate `search_text` on every POST
- Search input placeholder reads 'Search anything — SKU,
description, brand, supplier, synonyms…'
Tests: 229/230 (same pre-existing failure, unrelated).
TypeScript clean.
Adds a second tab on /pricelist that shows the structured
`price_list` collection (AI-extracted line items) instead of the
raw PDF uploads. Operators can now:
- Search across SKU, description, and brand
- Filter by category (twist_drill, hss_cutter, countersink, ...)
- Filter by brand (JEI, TurboSteel, TurboTough, ...)
- See cost vs selling price side-by-side in ZAR
- Click a row's 'Source' link to jump back to the raw PDF
The distinct filter values are pulled from a one-shot getList(1, 500)
on mount, with hardcoded fallbacks (FALLBACK_CATEGORIES /
FALLBACK_BRANDS) so the dropdowns are useful even before any
extractions have run.
Layout: Tabs (Raw Uploads | Catalogue) wrap both views; the
header + page chrome stay shared. The DeleteDialog stays outside
the Tabs since it's a modal.
Also ships an idempotent migration to add `source_file` (text)
to `price_list` — used by the n8n workflow to track which raw
PDF each extracted row came from, and by the verify-after-POST
step the workflow uses to decide whether to flip
`raw_price_list.status` to Completed vs Failed.
Price type is in PriceListRow (shared subset) and PriceList
(full record). Supplier names are resolved client-side via
getAllSuppliers() since the live schema has supplier as a text
field rather than a relation.
Tests: 229/230 (same pre-existing failure, unrelated). TypeScript
clean.
Adds /pricelist under the Management section. Operators drag a supplier
price-list file (PDF / CSV / text / image) into the upload zone — or
use the explicit Choose file button — and it lands in PocketBase as an
attachment on the raw_price_list collection. The table below shows the
queue: file, supplier (relation to suppliers), status badge, log
summary preview, upload date, and a delete action per row.
Layout matches the rest of the app: Card for the upload zone, DataTable
for the queue, DeleteDialog for the destructive action. Live updates
via the PB subscribe channel so other tabs / the n8n ingest workflow
show new rows without a manual refresh.
PB schema is sourced from docs/pocketbase/raw_price_list.collection.json.
The migration script is idempotent: it creates the collection from the
schema file on a fresh deploy, and on a pre-existing one (the live PB
already had it, with PB's default null/superuser-only rules) it relaxes
the auth rules to @request.auth.id != '' so any logged-in user can
CRUD — matching every other collection in the app.
Field names match the live PB collection (discovered via admin API):
- supplier_file (the file)
- supplier_name (relation to suppliers)
- status (select: Pending / Processing / Completed / Failed)
- log_summary (free text)
The list page had grown 10 colour-coded tabs (one per legacy PB status)
that fragmented the workflow rather than grouping it. Merging the
overlapping concepts into workflow buckets per the operator's flow:
- new ← new + follow_up (follow-up rows show a bell chip)
- claimed ← claimed
- pending_approval ← processed + approval_pending + sending
- completed ← approved + complete + emailed + cancelled + rejected
(emailed renders as 'Awaiting reply', cancelled + rejected
are substatus pills inside the Completed tab)
- email_failed ← email_failed + mail_failed + unmatched_bounce (new tab)
- problem ← problem
- templates ← is_template = true
- all ← catch-all
Two row-level indicators added next to the quote number:
- Bell chip for follow-up rows (status=follow_up OR follow_up_due set
on an actionable status). Colour flips to red when overdue.
- Reply-bubble chip for rows where last_reply_at is set, so the
operator can distinguish 'fresh new' from 'replied new' at a glance.
Implementation notes:
- getQuotes now accepts string[] statuses and OR-chains them in the
PB filter (PB 0.26 has no IN operator). getQuoteStatusCounts sums
per-status totals into the new tab buckets in one batch.
- formatQuoteStatus gains workflow-friendly label overrides
('Awaiting reply', 'Sending…', 'Pending approval', etc.) shared by
the list, archived, and process pages.
- The detail page's local statusLabels map is kept in sync so toast
+ history-row interpolations read correctly.
Tests: 229/230 vitest (the 1 failure is the pre-existing attachments
off-by-one, unrelated to this change). Updated quote-status.test.ts
for the new label overrides.
This commit overhauls the order management system to use item-level status tracking instead of a single order-level status:
- Remove deprecated `orders.status` field and add `invoiced` and quote match audit fields
- Add `isOrderComplete` utility with tests to validate fully delivered orders
- Add purchase order PDF rendering support and tooling
- Add geo coordinate fields for companies/customers with map link UI
- Add REST management APIs for customers, companies, and suppliers
- Update customer/company services to use relation fields instead of free text
- Add status pill and tab filter components for item status visualization
- Add quote-to-order matching logic and unit tests
- Update all pages, components, and tests to match the new schema
- Include all required PocketBase migrations and schema updates
Add complete multi-theme dashboard system including:
- 8 selectable themes with persistent per-browser preferences
- Theme bootstrap script to prevent FOUC on page load
- 12+ reusable chart components (area, bar, donut, radial gauge, etc)
- Custom checkbox UI component
- New settings page for appearance customization
Other changes:
- Optimize supplier map API payload with getMappableSuppliers helper
- Add aria-label attributes to back buttons on detail pages for better accessibility
- Update next.config.ts to include new local development IP 192.168.1.128
- Update site manifest with all new favicon and PWA assets
- Fix styling and layout spacing in rewrite quote modal
Add complete quote template functionality, enhanced outbound email sending, new quote statuses, and supporting infrastructure:
- Add new quote statuses (template, sending, mail_failed) with tailored UI styling for status pills
- Implement full template workflows: save real quotes as templates, create new quotes from existing templates
- Add support for custom quote dates and extended validity periods on generated PDF documents
- Build out improved email pipeline with persisted compose fields and retry functionality for failed sends
- Add attachment direction tracking to categorize inbound, outbound, and generated quote attachments
- Fix tooltip component to properly handle Radix `asChild` prop to avoid React DOM attribute errors
- Add comprehensive test coverage, schema migrations, and update sample test and production data
Fix inconsistent line endings across all project files for cross-environment consistency.
Add complete unit test suite covering core utilities, API routes, and server services.
Add Playwright E2E test setup with smoke, auth, and agent API tests.
Update all project configuration files to match standardized formatting.
Fix MCP API error handling to properly propagate HTTP status codes and use correct JSON-RPC error codes.
Add VSCode workspace configuration, extensions, and example MCP config files.
Update .gitignore to exclude new test and build artifacts.
Introduce PocketBase workflow support, migration tooling, server APIs and documentation. Adds a set of PocketBase collection JSONs (order_items, order_items_v2, collection_pool, delivery_notes, delivery_note_items, repairs) and a large import manifest for workflow collections; includes docs describing MCP/API layer, migration audit, order-item schema and rollout plans. Adds server-side agent/MCP endpoints and services (api/mcp, api/v1/orders, collection-pool, order-items status, health) plus helper modules (pocketbase-admin, orders-service, order-item-status, agent-auth) and a migration script to create order_items_v2/collection_pool. UI: new pages for collection-pool, delivery-notes, repairs and several updates to orders/quotes pages, sidebar, tooltip and pb helpers/types. Also updates package.json (migration script and related changes) and global styles. Required env vars and suggested migration command are documented (e.g. NEXT_PUBLIC_POCKETBASE_URL, PB_ADMIN_EMAIL, PB_ADMIN_PASSWORD, ORDER_ITEMS_COLLECTION; run npm run pb:migrate:orders-v2).
- Introduced a new Separator component for visual separation in UI.
- Added Sheet component for modal-like functionality with triggers and overlays.
- Implemented Toaster component for notifications using Sonner library.
- Created Switch component for toggle functionality.
- Developed Table component with headers, body, footer, and rows for structured data display.
- Added Tabs component for organizing content into tabbed interfaces.
- Implemented Textarea component for multi-line text input.
- Created Tooltip component for displaying additional information on hover.
feat: add PocketBase helpers and types
- Implemented various helper functions for interacting with PocketBase collections (customers, companies, suppliers, quotes, orders).
- Added type definitions for entities such as Customer, Company, Supplier, Quote, Order, and their respective items.
- Included utility functions for generating unique identifiers for quotes, orders, and purchase orders.
- Added functions for calculating totals and formatting currency and dates.
chore: add TypeScript configuration
- Added tsconfig.json for TypeScript support with strict type checking and module resolution.
