- Added a new service function `markDeliveryNoteCompletedByInvoice` to auto-close delivery notes after successful QuickBooks invoice creation, updating the status to "completed" and appending an audit banner to the notes.
- Enhanced the delivery note detail page with a modal for creating invoices via QuickBooks, including customer selection and billing company options.
- Implemented state management for the invoice modal, including loading states and error handling for customer fetching.
- Updated tests to cover the new auto-close functionality and ensure correct behavior across various scenarios.
- Improved documentation for the delivery notes service to reflect the new functionality and its usage.
- Fix resolveInvoiceLineDefaults to prioritize customer order quantity over supplier-collected quantity, ensuring invoices reflect what the customer actually ordered
- Add surplusQty utility function to calculate supplier MOQ overflow that should be booked to stock via /api/v1/stock/surplus-book
- Add surplus stock indicators in order and delivery note modals with descriptive tooltips explaining the surplus amount
- Expand supported letterhead codes to include WESTSCOTT GROUP, and configure all delivery notes to use the Westcott Group letterhead globally per business branding rules
- Improve error handling and logging in the delivery notes API POST route to include PocketBase error details and request context for easier debugging
- Add comprehensive unit tests for the updated invoice line logic and new surplusQty function to prevent regressions
- Fix delivery note PDF signature section overlapping page contents by removing fixed absolute positioning
- Add client-side picker for duplicate order numbers when merging delivery notes
- Add orderId parameter to combine delivery notes API for direct order lookup
- Update resolveDeliveryNoteLineQty to prioritize operator-edited quantity first
- Refactor combine delivery notes service and API to handle order lookup errors and candidate selection
Add inline quantity editing for delivery note items:
- New PATCH API endpoint and service function to update item quantities
- Optimistic UI updates on the detail page with error and loading states
- Input validation and status gating for draft/sent delivery notes
Add bulk delivery note combine functionality:
- New POST API endpoint and service to merge multiple draft/sent notes
- Row selection support in DataTable across pagination
- Confirmation modal with selected notes preview and optional order linking
- Automatic audit trail updates for merged and cancelled records
Extend OrderItem TypeScript interface with optional order expand field
Fix minor type casting issues in createAdHocDeliveryNote utility
Add new POST API endpoint at /api/v1/delivery-notes/[id]/regenerate-pdf to re-render and save delivery note PDFs from current line items. Add a "Regenerate PDF" button to the delivery note detail page with loading state and single-flight protection to prevent duplicate requests. Update ad-hoc delivery note creation to automatically attach PDFs to order items so print and download buttons work immediately after creation. Add helper utilities for resolving relation names and calculating line item quantities for PDF rendering.
Update the cancel delivery note dialog description to correctly state items are marked as cancelled
Fix PocketBase expand field whitelisting for delivery items to avoid missing related entity data
Change order item status to "cancelled" instead of "completed" when cancelling a delivery note, with updated JSDoc explaining the choice of status
Update the buyer tasks PO sent filter and its regression test to cover all current ItemStatus values
Add backend API routes and service functions for delivery note status updates with strict validation rules
Add UI action buttons and cancellation confirmation modal to the delivery note detail page
Update table layouts and styling across delivery notes and invoicing pages to improve responsiveness
Fix text overflow issues by adding whitespace-nowrap and break-words classes
Refactor order items table to display status inline and reduce redundant layout code
This commit adds several key features, improvements, and cleanups across the codebase:
- Add `order_items.confirm_collected` MCP/REST endpoint to mark order items as collected without requiring driver assignment
- Add standalone order creation and order split APIs for flexible order management
- Update order list sort to oldest-first to align with user workflow of working through oldest orders first
- Improve order search to show cross-tab matches and display source tab indicators on search results
- Add customer name similarity check to warn about mismatched QuickBooks customers during invoice creation
- Remove supplier name column from delivery note PDFs and clean up related data passing across delivery note routes
- Add validation and debug logging to ItemIntelPopover for missing item ID on apply actions
- Remove unused OrderItemContextPopoverTrigger component from order detail page
- Add delivery note regeneration script and update test suites for new and existing functionality
- Update documentation and add test coverage for the new collection confirm tool
