The active/inactive customer switch was buried under the
'Details' section after the sales rep and description — easy
to miss when the only thing the operator wants to do is mark
a customer as inactive.
Moved it to the second row of the form, immediately after
the customer name field, where it's the first decision the
operator makes. Visual treatment bumped to match the new
prominence: a green-tinted container when active, muted
grey when inactive, so the state is readable from across
the room instead of requiring the operator to read the
trigger label.
state semantics (unchanged from bbfa888):
- 'status' is a PB bool, true = active, false = inactive
- new customers default to true via the form's
'status: customer?.status ?? true' initializer
- legacy rows with status undefined render as Active on
both the detail and list pages (same default-active
contract on read) — no migration needed
- the only way to render an inactive customer is to flip
the switch and save it; PB then stores false
Two new fields added to the customer add/edit form, both
operator-facing for the active/inactive customer workflow:
- customers.status (bool): flips the customer active/inactive.
Legacy rows pre-date the field and load as undefined; both
the form and the read side collapse that to active=true so
the migration date doesn't silently flip the existing base.
- customers.site_location (text): free-text site/shaft label
keyed off the customer's company. Distinct from the existing
'site' free-text mine tag owned by the pin tool. Storage is
plain text on purpose, with a /api/v1/customers/sites
endpoint returning distinct existing values for an input
+ datalist autocomplete under the company combobox.
surfaces:
- Active/Inactive badge on customer detail and list rows
- site_location row in the customer Details card and under
the company line on the list (desktop + mobile card)
- Switch under the sales-rep section of the form to flip
status; existing customers stay active by default
also fixes a UX trap on edit: previously opening the edit
form showed 'Select company...' / 'Select rep...' as placeholders
for an instant until the lookup lists resolved, making a real,
saved company/rep look unlinked. CompanySearch and UserSearch
now accept a selectedLabel fallback; CustomerForm passes the
resolved customer.expand.company / customer.expand.rep names
through so the triggers display the linked names immediately.
listDistinctSiteLocations helper added to customers-service.ts
alongside the existing listDistinctSites.
- Adjusted the `SheetContent` width in multiple form components to improve responsiveness.
- Enhanced the `CompanyForm` layout by reorganizing fields for better clarity and usability, including the addition of coordinates input.
- Updated the `CustomerForm` and `SupplierForm` to maintain consistency in design and structure.
- Improved the `DataTable` component's card styling for better visual appeal and user interaction.
- Refined the `QuotesPage` card styling to enhance the user experience when selecting quotes.
- 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
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
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.
- 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.
