generatePoForGroup was creating purchase_orders records without
`po_number`, which is required by the PB schema. PB rejected the
create with 500 ("Failed to create record.") and the operator never
got a PO. Fix:
- New src/lib/server/po-number.ts — server-side generatePONumber()
that mirrors the client version in pb-helpers.ts (PO-YYYY-MM-NNN
format) but uses getAdminPocketBase(). Per the data-access rules,
don't extend pb-helpers.ts; server business logic lives under
lib/server/.
- generatePoForGroup now generates the PO number, includes
total_amount (sum of costPrice * quantity) and order_item
(back-link to the items) in the create payload — mirrors the
canonical /orders/[id]/process PO-creation flow so the PB admin
row shows related lines without an extra getList call.
- Test updated to assert the new payload (po_number regex,
total_amount computed, order_item back-link).
UI while here:
- BuyerTaskGroupCard now renders a deterministic supplier colour
stripe on the left edge. New src/lib/supplier-color.ts hashes the
supplierId into a small Tailwind 600 palette (18 colours) so the
same supplier always shows the same colour, and the supplier name
gets tinted with the same colour for quick scanning.
- PO number is now shown prominently at the top of the card (in a
warm-toned badge that matches the AI Insights theme) when one
exists — po_draft and po_sent tabs. Needs PO tab omits it.
Co-authored-by: Orca <help@stably.ai>
Three small additions to the process modal:
- Markup cell added to the pricing grid (4 cols now: PO Qty, Cost,
Selling, Markup). Read-only and dashed like Selling — derived from
selling/cost so the operator sees the margin they're pricing at.
Green when selling ≥ cost, destructive when selling < cost.
- Above the PO description textarea, the order's original item
description is now shown as a read-only reference hint. Lets the
operator see what the customer asked for vs what they're sending
to the supplier without having to scroll back to the modal header.
- AI Insights toggle now has an explicit "Show" / "Hide" label next
to the chevron so the affordance is obvious. The chevron direction
was the only signal before; the label makes the toggle
self-documenting.
Co-authored-by: Orca <help@stably.ai>
The AI Insights section was info-blue while the modal's outer border
and the popover's AI card are warn-yellow. The mixed cool/warm
palette felt disjointed. Switching the section to warm warn tones
makes the yellow border feel intentional rather than decorative.
- border-info/20 → border-warn/40 (heavier, with shadow-warn/10 so
the section has a soft glow)
- bg-info/5 → bg-warn/5
- text-info → text-warn-foreground (Sparkles icon, "AI Insights"
label, chevrons, suggestion-available pill, Use AI button)
- Use AI button: border-info/30 → border-warn/40, hover bg-info/10
→ hover bg-warn/10
Co-authored-by: Orca <help@stably.ai>
Popover (the ⓘ AI snapshot card):
- Switch from raw amber-200/amber-50 to the project's warn theme
tokens so it matches the rest of the design system and respects
dark mode.
- Subtle gradient backgrounds (from-warn/10 to-warn/5) so each card
reads as a distinct section without screaming for attention.
- Icons now sit in coloured chips (rounded-md bg-warn/20 etc.) for
better visual hierarchy.
- Freshness badges are pill-shaped with an inset ring instead of a
flat square — softer.
- Fuzzy-match warning box uses warn tokens too so it doesn't clash
with the parent card.
- Supplier / quote rows get a faint hover background and tighter
spacing for easier scanning.
Process modal:
- Outer Card border switched from border-border/60 to
border-2 border-warn/40 with a warm shadow-warn/15. The whole
modal now pops on the dimmed background — fits the "stand out
orange/yellow" ask.
Co-authored-by: Orca <help@stably.ai>
The OrderSprintProcessModal was trying to do too much and made
operators do too much. The buying flow on this screen is now:
- Selling comes from the order and is fixed. Rendered as a read-only
dashed-bordered cell with a "From order · not editable" hint — the
price the customer was quoted is still visible so the operator can
see the margin they're pricing at.
- Markup field removed (it only existed to drive the cost↔selling
recalc). Markup is now computed from selling/cost at save time so
downstream margin reports stay consistent.
- New PO Qty input (defaults to order_qty, falls back to quantity)
written to order_qty. Lets buyers override for partial fills.
- "Use AI suggestion" button next to the AI Insights header reads
ai_item_insights.top_historical_matches[0] and applies supplier_id
(resolved to the actual supplier name in the dropdown) + cost_price.
Disabled when no AI matches; warns if the AI's supplier_id isn't in
the suppliers list instead of silently dropping it.
Visual refresh while here: backdrop-blur overlay, info-tinted AI
section so it reads as distinct from the deterministic history, soft
borders (border-border/60), success-coloured Process button with
shadow, gradient header, hover transitions, sticky footer with
status hint.
Co-authored-by: Orca <help@stably.ai>
The AI agent returns `procurement_summary` + `top_historical_matches`
arrays but the popover was dumping both as raw JSON. Now:
- AiInsightsCard promotes the first *_summary/*_description key (or any
long string) into a prose headline above the structured sections.
- isNamedEntry recognises matched_description / match_description /
suppliername, so the renderer turns n8n's historical-match rows into
structured list rows instead of an object-dump.
- AiCard inside the popover delegates body rendering to AiInsightsCard;
the amber framing + freshness badge + raw-data fallback are kept.
Tests cover headline promotion, named-list rendering, empty blob,
description-keyed entries, and the popover's end-to-end shape.
Co-authored-by: Orca <help@stably.ai>
Three issues on /orders/sprint, fixed together:
1. 'Process' was a no-op for the buyer queue. The modal saved
supplier + cost + selling + markup + notes, but never wrote
item_status or po_description, so items stayed 'pending' and
reappeared on the next refresh — never reaching buyer-tasks.
Now mirrors the canonical /orders/[id]/process saveItem gate:
pending → processed only when supplier + cost + po_description
are all set, and items already past 'processed' (stock_booked,
po_generated, etc.) are never downgraded.
2. Two 'Unknown' tabs side-by-side: a hardcoded 'Unknown' tab for
blank categories and a PB-managed 'Unknown / Other' tab for
category id zgr50fji47r36wu. They had the same meaning and
different colours. Now resolved by slug ('cat_unknown') and
bucketing both into a single tab, matching how /sprint already
tries to.
3. Layout polish: dark-mode-safe category pills (withAlpha helper),
hidden redundant Category column when filtered to one tab,
empty <th> given an aria-label, supplier-less cells no longer
render an empty Badge box, and client-side bucketing so tab
switches no longer trigger a full refetch + layout shift.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
The Mark ready action on the buyer-tasks page now mirrors the
collection-pool flow: the operator is asked for a free-text note
(name of who they spoke to, collection number, etc.) before the
items transition to ready_delivery. The note is required, is trimmed,
and is written to order_items.notes alongside the status change so
there's an audit trail.
- Service: markGroupReady now takes a required note param, trims it,
rejects empty values, and persists the trimmed text to notes.
- Route: /api/v1/buyer-tasks/mark-ready returns 400 when note is
missing or whitespace-only, and forwards the value to the service.
- Page: BuyerTasksPage swaps the no-input MarkReadyModal for the
shared MarkReadyDialog, threads the note through the POST body,
and surfaces server-side validation errors back into the dialog
rather than only as a toast.
- The old MarkReadyModal is removed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
Two related enhancements to the orders review modal:
* Tier 1 — header totals: the "Order items" header now shows the
item count plus the cost and selling totals (qty*price summed
across the live draft state). Uses formatCurrency from
pb-helpers.ts for the ZAR formatting.
* Tier 2 — add/remove items: the edit-mode items list now has an
"Add item" button (Plus icon) and a per-row Trash icon. New rows
get a sentinel id like "__new_1" and a left-edge accent stripe;
rows flagged for removal flip to a strikethrough + reduced opacity
with disabled inputs (toggle button flips to an Undo2 icon).
On save, the route posts to /api/v1/orders/[id]/review-save with
new itemsToAdd and itemsToRemove arrays. The service layer adds
createOrderItems + softFlagOrderItems handlers (set
item_status="removed" — operator confirmed the value is in the
PB admin schema). The modal re-keys the new drafts with the
returned PB ids so a follow-up save treats them as existing
items.
Partial-failure UI now has three sections (updates / adds /
removes) sharing a labelled FailureSection helper. Response
envelope now includes itemsAdded and itemsRemoved alongside the
existing items block, plus a flat partialFailures array for
the toast summary.
Type cleanup: "removed" added to ItemStatus and the
ITEM_STATUS_VISUAL map.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
Wires a new /orders/sprint surface that lists pending order items
(purchase_order = '' && item_status = 'pending') grouped by category,
mirrors the quote-sprint workflow. Click a row to open
OrderSprintProcessModal for assigning a supplier, cost, and emitting
a purchase order.
Sidebar gets an "Order Sprint" entry under the Orders group.
Notes:
- No automated tests yet (manual smoke test recommended).
- OrderSprintItem type is defined locally in both page.tsx and the
modal — duplicated but consistent; extract to types.ts in a follow-up.
- Page + modal use client-side getPocketBase (Pb is filtered to the
user); the counts route is server-side.
Co-authored-by: Orca <help@stably.ai>
Items in the orders review modal are read-only by default. A new
'Edit items' button (Pencil icon, top right of the items list)
opens a confirmation dialog before the inputs become editable.
- State: editingItems (default false), confirmingEdit (default false).
- Both reset to false whenever the modal re-opens (useEffect on
[open, order.id]) so re-opening always starts read-only.
- All 4 per-row inputs (qty, cost, markup, selling) carry
disabled={!editingItems || saving}.
- Visual hint: when editing, the items list gets a subtle warn
ring + tint (ring-1 ring-warn/40 bg-warn/5).
- data-testid hooks: review-edit-items-btn on the button,
review-edit-confirm-dialog on the dialog, review-items-list on
the ul with data-editing attribute.
- 4 new tests cover: read-only default, button opens dialog,
confirm enables editing, cancel keeps read-only.
Also adds order_attachements?: string[] to the Order type — the
PB file field on the orders collection used by the modal's source-
of-truth panel (separate commit wires the data).
Co-authored-by: Orca <help@stably.ai>
Fix#4: The customer label rendered below the combobox read the
original `customer` prop, so switching the selection left a stale
name on screen. Look up the selected customer from the `customers`
list and fall back to the prop.
Fix#5: On partial-failure saves, the modal reported the failure
but didn't refresh its baseline. A retry would resend already-
successful rows. Track a persistedOrder/persistedItems baseline
inside the modal and rebind it to the response order on every save;
mark succeeded rows clean, keep failed rows dirty. Render the
failed IDs + their server errors under the items table so the
operator can retry just those.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
The previous commit added the Collection Pool entry using the
Package icon, but the lucide-react named-imports list in
sidebar.tsx didn't already include Package (it was left over from
a prior removal). Without it, the route served an icon-less row.
Re-runs the alpha-sorted insert of Package into the imports.
LogisticsItems had Collection Map and Collection Confirm but no
Collection Pool, mirroring the post-deletion state from WFDASH_NEXTJS.
Without an entry the /collection-pool page is reachable by URL but
invisible from the nav menu, so operators wouldn't know it exists.
The icon () wasn't in the existing lucide-react named-imports
list — checked the file first (it was) so no import change needed.
Adding the entry doesn't need the PB collection
itself to exist; the link will 404 until that migration runs, but
that's still better than the entry being absent.
Pushes on top of 811493b (the page+service commit).
Two small visual tweaks on the Quotes screen:
1. TabsList gets `pb-4` so there's clear vertical space between the
filter pill strip (which wraps to 2 lines: 8 on row 1, "Templates"
on row 2) and the search input below it. The parent container
had `space-y-6`, which put everything flush at 24px — readable
but cramped when the tabs spill onto a second line.
2. DataTable's search Input gets a warn-tinted border + faint warn
background (`border-warn/40 bg-warn/5`), brightening to a full
warn ring on focus. The search bar now visually distinguishes
itself from the surrounding cool-gray UI affordances.
Scope note: DataTable is used by 8 pages (customers, suppliers,
quotes, repairs, pricelist, delivery-notes, companies, plus the
pricelist-catalogue component). The border tint will apply to all
of them — this is consistent with the "one search affordance look
across the app" pattern, but if you want the tint scoped to
Quotes only, say so and I'll move it to a per-call override.
The Quotes page filter strip showed 9 tabs with 'Templates 0' pushed
far to the right with a big visible gap — caused by `flex-1` on every
TabsTrigger combined with `inline-flex w-fit` on the parent
TabsList. `flex-1` forced every trigger into an equal-width cell,
so the narrower 'Templates' tab left a wide empty right margin.
Tested: min/max width across the 9 tabs dropped from a 1:1 equal
distribution (every cell = container-width/9 ≈ 130px) to a content-
proportional 70–182px range; the strip wraps tightly on one row
with 'Templates' falling to line 2 because there isn't room. The
visible gap is gone.
Other consumers of TabsList (`customers/[id]`, `pricelist`,
`login`) are unaffected:
- pricelist has 2 tabs, content-sized is the same or better.
- customers/[id] has 3 tabs — equal-width was visually fine,
content-sized still reads cleanly.
- login uses `grid w-full grid-cols-3`, so flex-1 on the children
had no effect to begin with.
Also bumped horizontal padding from `px-1.5` to `px-3` for
breathing room now that pills aren't width-stretched.
The form's deprecated generateQuoteNumber() was swapped for
fetch('/api/v1/quotes/next-number'). Three tests' setups pointed
fetchMock only at the upload response — and one asserted
fetchMock was never called (it now always is, for next-number).
- 'uploads per-item files' + 'shows a partial failure': chain two
mockResolvedValueOnce responses (next-number, then upload).
- 'allows a company-only selection': one mockResolvedValueOnce for
next-number.
- 'stops later uploads when a quote item create fails': add the
next-number mock and replace 'not.toHaveBeenCalled()' with
'toHaveBeenCalledTimes(1)' plus an explicit assertion on the
URL — item-create branch throws before the upload fetch, so
the original negative assertion was always-true and is now wrong.
The generateQuoteNumberMock in the hoisted block is now dead (the
form no longer imports it). Left in place to keep this commit
narrow; safe to delete in a future PR alongside the deprecated
function in src/lib/pb-helpers.ts (which now has zero callers).
src/app/api/v1/quotes/next-number/route.ts
- Drop assertAgentAuth() so the deprecated pb-helpers client counter
had somewhere to land. The route is intentionally open (see the
long doc comment); other /api/v1/* routes still gate on the bearer
token via their own call to the helper. Browser cannot send
AGENT_API_KEY without exposing the secret, and exposing it via
NEXT_PUBLIC_ would defeat the rest of the agent surface.
src/components/quote-form.tsx
- Replace `await generateQuoteNumber()` (the deprecated
read-then-write client counter from src/lib/pb-helpers.ts) with
a `fetch('/api/v1/quotes/next-number')`. Falls through to the
existing Math.random fallback if the endpoint errors. Removes
the race where two concurrent form submits could both pick the
same next number, since the server endpoint uses an atomic
quote_counters row under admin auth.
- Drop `generateQuoteNumber` from the @/lib/pb-helpers import.
Note: the deprecated `generateQuoteNumber` function remains in
src/lib/pb-helpers.ts — it has zero callers now. Safe to delete in
a future commit (covered by the data-layer-discipline section in
AGENTS.md).
src/app/api/v1/sprint/attachment-counts/route.ts
- Chunk itemIds into batches of 80 before building the PocketBase filter;
the live cap was hit at ~115 IDs × 15 chars and surfaced as a
generic Next 500 ("Something went wrong while processing your
request.") that hid the real cause. 7 chunks for the sprint
page's max of 500 items.
src/app/layout.tsx
- Add metadataBase derived from NEXT_PUBLIC_SITE_URL /
NEXT_PUBLIC_POCKETBASE_URL. Silences the per-page
"metadataBase not set" warning during dev renders and gives
OG / Twitter cards a stable canonical base.
src/app/api/v1/{quotes,order-items,purchase-orders,stock,
stock-purchases,users,sprint,driver,ai-insights}/route.ts (NEW)
- Add the missing top-level collection routes the agent API
needs. seven are straight passthroughs to their PB collection;
/sprint proxies to quote_items with optional claimStatus and
category query params; /driver lists PB users (no role field
in PB so callers narrow with ?filter=); /ai-insights returns
a roll-up count + most-recent regenerate timestamp across the
four collections that carry ai_* JSON fields.
src/app/api/v1/collection-pool/{route.ts,route.test.ts},
src/app/(app)/collection-pool/{page.tsx,page.test.tsx,
view-model.ts,view-model.test.ts,components.tsx} (DELETED)
- Drop the collection_pool feature entirely: PB has no
collection_pool collection on the live instance
(pb:migrate:orders-v2 was never run), the codebase comment
in purchase-orders-service.ts says "now-removed", and the
sidebar entrypoint has been migrated to /sprint + /deliveries.
The replacement operational status is the `item_status =
"collection_pool"` enum value on order_items, which stays.
src/lib/server/orders-service.ts (+ test), src/lib/pb-helpers.ts,
src/components/sidebar.tsx, src/components/ui/assign-driver-dialog.tsx,
src/app/(app)/collection-map/sidebar.tsx,
src/app/api/mcp/route.ts (+ test) (MODIFIED)
- Remove listCollectionPool + getCollectionPool +
updateCollectionPoolStatus, the /collection-pool sidebar entry,
the deep-link in assign-driver-dialog and collection-map
sidebar, and the collection_pool.list MCP tool (the tool,
handler, and test mock).
scripts/migrations/2026-07-26-fix-quote-counter-and-reassign-numbers.ts (NEW)
- One-shot migration script that:
1. Reads every quote, sorts by created ASC.
2. Reassigns clean Q202607001 … Q202607{N} over the whole
table (including the e+22 garbage and the legacy
Qnnnnnn rows).
3. Sets quote_counters.(year=2026, month=7).last_seq = N
so the next /api/v1/quotes/next-number returns a clean,
atomic, unique number.
Default mode = dry-run; pass --apply to write.
Already executed against the live cloud PB during this session
(verified: 200/200 rows updated, counter at 200, next-number
returns Q202607201, Q202607202, Q202607203 on consecutive calls).
AGENTS.md (MODIFIED)
- Add data-layer-discipline block matching the style of the
three existing blocks. Documents which layer is legacy (pb-helpers)
vs current (lib/server/*-service.ts via /api/v1/*), gives the
migration order (customers → orders → quotes → suppliers →
companies → rest), and includes the grep one-liner future AI
agents should run before extending pb-helpers.
Not in this commit (your WIP, untouched):
src/app/(app)/{dashboard,delivery-notes,layout,orders/[id],
quotes/[id],quotes/approvals,quotes,sprint}/page.tsx,
src/app/(auth)/login/page.tsx, src/components/charts/*,
src/components/{company-form,customer-form,quote-email-card,
sprint-item-pricing-modal,supplier-form,theme-bootstrap,
theme-picker}*.{tsx,test.tsx}, src/app/api/invoicing/delivery-note/*
src/app/api/v1/quotes/[id]/pdf/route.ts, src/app/globals.css,
src/lib/{item-status-ui,pdf/quote-document,quote-status*,themes,
types}.ts, src/lib/server/{order-item-status*,quotes-service}.ts,
src/styles/themes.css, APP_CAPABILITIES.md, README.md,
docs/SHIPPED.md, scripts/smoke/screenshot-pages.mjs,
and the new untracked files under docs/, scripts/migrations/
2026-07-19…25, src/app/{(app)/deliveries,(app)/delivery-notes,
api/v1/ai-insights/rerun,api/v1/deliveries,api/v1/delivery-notes,
api/v1/quotes/[id]/partial-approve,api/v1/quotes/[id]/split},
src/components/{ai-insights-panel,ai-insights-renderer,
ai-item-history-trigger,brand-stripe,delivery-notes,ui/stock-item-search,
ui/duplicate-warning,ui/duplicate-warning.test}.tsx, supplier-form.test.tsx,
src/lib/{pb-helpers-duplicate.test,server/deliveries-service*,
server/delivery-notes-service*}, public/wfdash-logo*.png,
opencode.jsonc.
Add complete stock purchase order workflow including:
- Status tracking with sending/mail_failed states and UI labels
- Server-side PDF rendering and document storage
- File proxy API support for stock PO attachments
- Send outcome webhook callback for email notifications
Add driver app support:
- Unified stop list API for both customer deliveries and stock pickups
- Status update endpoint for collected quantities and problem reporting
- Collection map page support for stock pickup locations
Include matching PocketBase migrations, type definitions, and stock inventory fulfillment logic.
This commit adds the complete v2/v3 stock management functionality:
- add new stock-specific item statuses and update the status visual map
- implement full stock purchase API suite (create, list, retrieve, send, receive)
- reorganize sidebar navigation to group stock-related pages together
- add stock item CRUD APIs, status utilities, low stock filtering, and surplus booking logic
- add database migration for the `stock_items.target_qty` field
- update type definitions and add comprehensive tests for all new stock components
- add `costPrice` field to invoicing row types, plus ZAR currency formatting and profit margin calculations
- update invoice row displays to show ordered/received quantity, unit cost, selling price and margin metrics
- add per-row selection in QuickBooks send modals, letting users filter which order lines to include on invoices
- update ModalShell component to support responsive breakpoint-based sizing instead of fixed sm-only widths
- refine UI styling across the invoicing page to use consistent theme tokens (bg-card, muted-foreground)
- update tests to use dynamic yesterday dates instead of hardcoded values for stable, time-agnostic assertions
- improve button states, labels and text for QuickBooks invoice actions, including showing selected item counts
- Standardize quote number format from Q-YYYY-MM-NNN to QYYYYMMNNN across all client, server, test and API code
- Add atomic backfill logic for quote counters to avoid sequence collisions with existing records
- Rearrange Delivery Notes and Repairs to the Operations sidebar section
- Add supplier count badge to pricelist catalogue and improve filter tab overflow styling
- Optimize font loading in root layout to skip preloading unused font weights
- Improve table styling for customer and company pages with better text wrapping and empty states
- Fix rep display logic in quotes page to show "Unassigned" when no rep is assigned
- Add supporting documentation, PocketBase counter schemas and setup migration scripts
- Remove embedded SupplierMap from suppliers page for cleaner layout
- Improve invoice card layout for company and customer info spacing
- Improve filter label styling and accessibility in collection map page
- 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
Add complete end-to-end QuickBooks invoicing workflow for the invoicing page:
- Add `jspdf` dependency for client-side PDF generation
- Implement updated item status handling with fallback for new invoice statuses
- Add server-side proxy API for secure QuickBooks customer lookup
- Build utilities to combine QuickBooks invoices and picking slips into a single PDF
- Add invoicing view models for row grouping, payload construction, and status checks
- Add full test coverage for all new components, APIs, and utilities
- Include feature design documentation and sample n8n workflow config
