Commit graph

3 commits

Author SHA1 Message Date
Dave
cf87a370cf feat(quotes): enhance quotes.submit functionality and error handling
- Updated the `quotes.submit` tool to allow submission of quotes with unpriced items by introducing a `partial: true` flag, transitioning the quote to `partial_approval_pending` instead of `approval_pending`.
- Enhanced the response structure of `submitQuote` to include `previousStatus`, `submittedAt`, and `targetStatus`, providing better context for the agent.
- Improved error handling in the `sendQuoteEmail` function to surface detailed readiness issues when a PDF cannot be generated, allowing operators to address specific gaps in quote items.
- Regenerated API documentation in `docs/api-mcp-layer.md` to reflect these changes, ensuring accuracy and clarity in tool descriptions.
- Added comprehensive tests to validate the new functionality and error handling improvements.
2026-08-15 23:57:51 +02:00
Dave
c4b53bcc4b feat(mcp): add walk-in quote creation and enhance customer filtering
- Introduced a new `quotes.create` tool for creating quotes from scratch without an inbound email, allowing operators to generate quotes directly from the dashboard.
- Updated `customers.list` to support filtering by representative using either a 15-char PB user ID or a case-insensitive name/email match.
- Enhanced API documentation in `docs/api-mcp-layer.md` to reflect the addition of the new quote creation tool and updated customer filtering capabilities.
- Regenerated documentation to ensure accuracy, increasing the total tool count from 125 to 126.
2026-08-15 11:50:48 +02:00
SJCoetz
63048e51c9 feat: add AI quote processing pipeline and admin settings UI
Add complete end-to-end AI-powered quote extraction workflow:
- Disable PB SDK auto-cancellation to support parallel batch requests
- Add required runtime dependencies for AI processing and document parsing
- Implement AI settings backend, operator UI, and REST API routes
- Add quote ingestion, insight population, and manual re-run AI endpoints
- Build service layers for quote items, AI settings, and structured item insights
- Fix attachment upload handling and quote item history blob parsing
- Add supporting migrations, smoke tests, and shared utility functions
- Export previously private helper functions for cross-service reuse
2026-08-09 16:17:29 +02:00