Adds an optional editPurchaseId prop. When set, the modal hides all
other drafts and renders per-line qty/cost inputs + a Save button that
PATCHes /api/v1/stock-quick-draft/line/[lineId]. Remove still works.
Search + add still works to add more lines to the same draft.
Co-authored-by: Orca <help@stably.ai>
Adds a PATCH handler next to the existing DELETE handler. Validates
JSON body, maps service result reasons to HTTP status codes, and uses
admin PB to bypass user-side collection rules.
Co-authored-by: Orca <help@stably.ai>
Adds a TDD'd updateQuickDraftLine function that PATCHes
quantity and/or cost_price on a stock_purchase_items row.
Returns the same discriminated-union shape as its sibling
add/remove functions. No schema changes.
Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
- orders-service.test.ts: destructure capture-group bug on regex match
(was assigning m[0] to 'field', so filter clauses never matched).
Two pre-seed tests were masked by the bug.
- quotes-service.test.ts: createQuoteFromEmail now returns 0
attachments; the n8n flow uploads them in a follow-up step. Update
the assertion that still expected the old embedded-base64 count.
- collection-pool/page.test.tsx: tests assume ONE supplier group with
multiple rows; supply that shape and scope the selectors. Also wait
for data load in the chevron test and gather list items across all
<ul> elements in the sort control helper.
- pocketbase.ts: wrap authStore.onChange registration defensively so
the test mock (no authStore) doesn't throw at startup.
- stock-orders/page.tsx: drop the re-export of
STOCK_PURCHASE_STATUS_VALUES on the page module — Next.js page
route files only allow the default export.
- collection-confirm/view-model.test.ts: buildConfirmNote input is
Pick<InvoiceDetails, 'date' | 'number'>; drop the extra setBy fields.
Co-authored-by: Orca <help@stably.ai>
The Process Order Item modal already fetched order_items history with
the supplier id, but the rendered row only showed description, order
number, cost, selling, and markup — leaving the operator to guess
which supplier fulfilled each past order.
Now each Recent Orders row also shows the resolved supplier name,
tinted with the same deterministic supplier colour used by the
buyer-tasks cards (djb2 → 18-swatch palette). The id is looked up
locally against the modal's existing `suppliers` prop — no extra PB
expand needed.
Unknown supplier ids (e.g. supplier deleted since the past order) are
silently omitted rather than surfaced as a stale id. Two new tests
cover the resolved-name and missing-id cases.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
text-warn-foreground is the dark contrasting text colour meant to
sit ON TOP of a warn-tinted background (e.g. an alert panel).
Used as the icon colour on a plain card it renders nearly black.
text-warn is the actual amber/orange hue — what we want for the
Review + Open icons on the order list.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
Both right-hand action buttons on the order list card now share the
warn-amber treatment, so they pop against the muted card background
and the operator can spot them at a glance. The icons (AlertTriangle
for Review, ExternalLink for Open) keep the actions distinguishable.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
When the operator clicks "Mark as ready" on a buyer-tasks po_sent card
and fills in the note, the item should land in the collection pool
(`item_status: "collection_pool"` + `ready_for_collection: true`) so
a driver can be assigned. Previously the service set
`item_status: "ready_delivery"`, which was rendered as the word
"Collected" on /orders and on /orders tabs — operators reasonably
read that as "driver already picked it up", and the item never
appeared on /collection-pool where they expected to assign a driver.
Now:
- markGroupReady writes a single PB update with the same shape as
/api/v1/collection-map/items/[id]/assign (collection_pool +
ready_for_collection: true + notes)
- po_sent buyer-tasks filter excludes collection_pool and assigned,
so marked-ready items drop out of buyer-tasks and surface on
/collection-pool instead
- ITEM_STATUS_VISUAL.ready_delivery is labelled "Ready for
Collection" (kept distinct from the actual `collected` state) for
any other flow that legitimately sets this status (e.g. stock-out)
- new item-status-ui.test.ts locks down the label/tab mapping so
the regression can't return
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
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>
The buyer-tasks Needs PO tab filters by
item_status = 'processed' && purchase_order = ''
but the order process page's saveItem() never updated item_status,
so priced items stayed pending and never surfaced on the buyer
board.
Save now promotes pending → processed when the operator has filled
supplier + cost_price + po_description. Items already past processed
(stock_booked, po_generated, ready_delivery, …) are never downgraded.
The stock-fulfil branch writes processed too as a no-op for the
case where the subsequent stock/fulfil call fails — it will be
overwritten with stock_booked on success.
Co-authored-by: Orca <help@stably.ai>
- Switch from getList(1, 500) to getFullList so candidate sets
aren't silently truncated at 500 rows (matches orders-service
and quotes-service conventions).
- Tighten the po_draft filter to item_status = po_generated so
items in downstream statuses (collection_pool, delivered, etc.)
don't get pulled over the wire.
- Tighten the po_sent filter to exclude item_status in
{ready_delivery, invoiced, delivered, cancelled} for the same
reason.
- Drop the redundant ready_delivery post-filter on po_sent now
that the PB layer handles it.
- Tests capture the filter string passed to getFullList and assert
its clauses so regressions are caught.
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>
The merge of feature/order-sprint-item-history into main concatenated
src/lib/types.ts by appending the last 50 lines of the feature branch's
version. The two helper interfaces ItemHistorySupplier and
ItemHistoryOtherQuote were defined earlier in the file (lines 1416-1433)
and were dropped, breaking the references in ItemHistory and the import
in item-history-service.ts. This commit restores them.
Co-authored-by: Orca <help@stably.ai>
The orders review modal's source-of-truth panel now reads from the
order_attachements multi-file field on the orders collection
(pbc_3527180448) instead of the quote_attachments collection rows
on the parent quote. Older orders were migrated on 2026-07-29; the
order-level field is authoritative going forward.
- Added orderAttachementsToQuotes() helper in
src/app/(app)/orders/page.tsx that synthesises the
QuoteAttachment[] shape from the order's file-field array, deriving
kind (pdf/image/doc) and content_type from the filename extension.
PB file fields don't carry a content-type from the wire, so we
infer from extension (png/jpg/gif/webp/svg/bmp/pdf/docx/txt).
- Replaced the quote_attachments collection query in
OrdersReviewModalMount with the helper call.
- Added orders + pbc_3527180448 to the ALLOWED_COLLECTIONS whitelist
in the file proxy route so the review modal's PDF/image preview
iframes can stream through /api/v1/files/... .
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>
A post-commit re-edit of the test file introduced a duplicate
updateOrderItemsPrices describe block at the tail. All tests still
pass (the duplicates run independently). Keep the file aligned
with HEAD.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Cross-order rejection (Fix#3), PB filter quote escape (Fix#6), and
mapping of PB unique-index write errors to OrderNumberCollisionError
(Fix#7) get full coverage.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
A request to order A could include an item ID from order B and
silently modify it. Read the current row and reject with failed[]
when current.order does not match orderId. Test covers the cross-
order case.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
getAdminPocketBase reads PB_ADMIN_EMAIL/PB_ADMIN_PASSWORD which are
server-only env vars. The modal mount is a client component, so the
admin client would fail to authenticate at runtime. The users PB
session already has read access; switch to getPocketBase.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
This route is invoked from the in-app review modal, not from an external
agent integration. The browser session is already authenticated via PB;
calling assertAgentAuth here caused every modal save to 401.
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).
Restores the /collection-pool feature in this codebase.
- src/lib/server/orders-service.ts
- Re-adds `listCollectionPool({ status, page, perPage })` which
queries the `collection_pool` PB collection via the admin
client (filter on pool_status, sort -created, expand
order_item/order/supplier/drv_id). MCP route.ts already
imported this — without it, the MCP route failed to
compile.
- src/app/(app)/collection-pool/{page,components,view-model}*.tsx
- Re-creates the page directory (5 files, 2 315 lines) carrying
the supplier-group + per-stop checkbox UI, the
`CollectionPoolRowSource = "customer" | "stock"` union, the
assignment-state badge helpers (buildProximityMarkerMap,
buildSupplierGroups, buildVisibleRows), and the
MarkReadyDialog / AssignDriverDialog wiring.
- src/app/api/mcp/route.test.ts
- Adds `const listCollectionPool = vi.fn()` and exposes it in
the vi.mock factory so the existing collection_pool.list test
cases (and the bulk_update_quote_items ones that call
`.mockReset()` on every fixture) stop crashing with
'ReferenceError: listCollectionPool is not defined'.
Not in this commit (kept narrow per request):
- The /api/v1/collection-pool route handler and its test
- The 'Collection Pool' entry in the sidebar nav
- The migration script that creates the live `collection_pool`
PB collection (it doesn't exist on the cloud PB instance
yet; the page render relies on it being created separately
or via `npm run pb:migrate:orders-v2`)
- New `handleProcess` claims new quotes inline and navigates straight to the process workspace
- Primary "Process" button with secondary "Open" for claimable quotes; other statuses show "Open" only
- Mobile card includes a full-width Process shortcut for new/claimed-by-me quotes
Customer and Company used to be two side-by-side DataTable columns,
which cost ~120 px of horizontal width and made rows feel sparse when
the operator is just eyeballing who's-who across many quotes.
Now the Customer column carries both names in one cell: customer in
the default font-medium row, company underneath in text-xs
text-muted-foreground so the visual hierarchy reads as
"Primary person > Their organisation".
Effect on row layout:
- Total table column count drops from 7 to 6.
- Row width shrinks on desktop, freeing space for the larger
Quote # column (which carries the follow-up / replied / aged
chips and was getting crowded).
- The mobile card render (used below the sm breakpoint) gets the
same stacking so the company line shows on every viewport.
Edge cases handled:
- Both names empty → '—' muted placeholder
- Customer present, no company → just the customer name
- Company present, no customer → '—' for the customer, company below
- Very long names → truncate via className='truncate'
The existing standalone Company column is removed; downstream
code (DataTable, mobileCardRender) reads from the same expanded
fields so no extra fetches.
quotes/page.tsx
- Reduce inter-tab gap from gap-1 (4px) to gap-0.5 (2px) so the
pill strip reads as one cohesive filter row instead of a row of
loose badges.
- Drop `flex flex-col sm:flex-row items-start sm:items-center` on
the page header in favour of `flex flex-row flex-wrap
items-center`. On mobile widths (375px tested), the Approvals
and "+" buttons now stay inline with the "Quotes" title instead
of dropping below it.
next.config.ts
- Add 192.168.1.42 to allowedDevOrigins. The dev server was
warning when the user hit the app from a LAN host (their iPad,
visible in ps as `192.168.1.42:newoak->ipad.home:55199`). Now
whitelisted explicitly alongside the existing 192.168.1.122 /
192.168.1.128 entries.
On mobile widths (verified at 375px viewport), the 9 status tabs
wrap to 4 rows but the TabsList DOM reported height = 32px (one
row), so space-y-6 placed the search bar at y=254 — directly
overlapping tab rows 3 and 4.
Root cause: the @base-ui/react/tabs Root has `flex gap-2
data-horizontal:flex-col` baked in. When the wrapped TabsList's
intrinsic height (4 rows of 28px = 112px+) didn't propagate to the
flex-column parent, the next sibling was positioned based on the
shorter (single-row) computed height.
Fix: add `min-h-fit` to the TabsList override so the flex item
forces its content height regardless of the column's intrinsic
shrinkage. Verified at 375px width: tabs now correctly occupy
y=198-338 (4 wrapped rows), search bar at y=362 — clear 24px gap
with no overlap.
Also tightened the override:
- `inline-flex` -> `flex` (so the container is a full-width block
flex item rather than inline fit-content)
- `items-center` -> `items-start` (so wrapped children don't
cluster in the middle of an under-sized box)
- added `w-full` and `min-h-fit` to lock the height floor
`pb-4` from the earlier 'some space between tabs and search' tweak
is kept — now correctly visible as 16px additional breathing room
above the search bar's 40px input.
Scoped to the Quotes page only (one-line override) so other pages
that use the default TabsList (login grid, pricelist, customers)
are unaffected.
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.
Add full integration for stock supplier pickup lines into the collection pool workflow:
- Add two idempotent database migrations for stock line drv_id and state tracking
- Update stock purchase number format to POyyMMddNNSTK convention
- Extend collection pool to load both customer order items and stock purchase items
- Add stock-specific UI, driver assignment flow, and mark collected action
- Update type definitions and service logic for stock purchases and line items
- Add comprehensive test coverage for all new workflows
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
This commit adds the full end-to-end delivery note workflow for the invoicing system:
- Added `letterheadForCompany` utility to infer the correct letterhead from a company name
- Created the DeliveryNoteDocument PDF component and server-side render function
- Added API endpoints for delivery note creation, PDF retrieval, printing, and print tracking
- Updated the PickingSlip component to support both invoice and delivery note headers
- Added view models for grouping, filtering, and displaying delivery note items
- Updated AGENTS.md with PocketBase schema and attachment best practices for new workflows
- Added comprehensive test coverage for all new components and API routes
- Lift customer query state to parent page to maintain consistent cache keys for QB customer lookups
- Restructure SingleOrderQbModal UI into grouped sections for better organization
- Update modal footer padding and add mobile-responsive layout
- Revise line item input labels and add accessible aria labels matching test selectors
- Refactor QB customer lookup effects and callbacks to support edited search queries
- Fix test selectors for invoice quantity and price fields to match updated labels
- 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
Add full Tangerine brand theme with light and dark mode variants to the app theme system.
Add four new design and integration documents for collection pool, map and driver app workflows.
Add initial scaffolding for three new plugin source directories for the collection pool bulk assignment feature.
Both the per-row Assign Driver button and the bulk-assign button in each
supplier section header now disable when the target row(s) have not been
marked ready for collection. Tooltips explain the reason.
This enforces the rule that a stop must be ready before it can be
assigned to a driver — same gate for single-row and bulk flows.
The supplier name is already shown in the SupplierGroup section header,
so repeating it on each row inside the section adds visual weight
without information. Keep it on the checkbox aria-label for screen
readers only.
- selectedIds Set state plus toggleRowSelected / toggleSectionSelected callbacks
- PoolRow signature extended with selected + onToggleSelected
- New flex wrapper around supplier/description block with leading checkbox input
- bg-primary/5 row tint applied when selected
- aria-label composes supplier + description for screen readers
- 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
Implement the complete collection confirm feature set:
- Add new `/collection-confirm` operational page for reviewing and confirming collected order items
- Add sidebar navigation entries for Collection Confirm and Invoicing
- Add `order_items` to the file proxy API whitelist for attachment access
- Install required testing dependencies and configure Vitest test setup
- Add full design documentation, test suite, and page overview screenshot
- Update package.json and build configuration files
Add optional nearby-supplier cluster sort mode to the collection pool table, keeping operational sort as the default. Also includes:
- Update UserSearch component to support fallback selected label for pre-selected values
- Refactor AssignDriverDialog into a separate inner component with intent and pre-filled driver label support
- Add assignment badge helper types and functions
- Add full test coverage for new sort logic and component behaviors
- Update implementation plans and documentation files
- Fix minor code consistency and lint issues across touched files
Remove redundant Assign Drivers top-level navigation link since driver assignment is now embedded directly in the collection pool page per-row, and add an Other nav section for leftover navigation items
Extract collection pool view logic into a dedicated view-model module with full Vitest test coverage for assignment state classification, row sorting, pool age labeling, and proximity marker grouping
Flatten the collection pool page into a single unified list replacing the old grouped assigned/unassigned layout, with updated row UI showing all required operational details and context-aware actions
Add database migration to add optional `collection_photo` field to order_items for driver pickup proof photos
Add complete design documentation, planning artifacts, and brainstorming session files for the collection pool redesign project
overhaul the collection pool page's ready status UI: split the clickable chip into a static status indicator and dedicated toggle button with loading state, improving user clarity between status and actionable elements
update all related copy (toast messages, filter labels, button text) to use consistent "awaiting supplier confirmation" terminology across the interface
remove invalid `transparent` prop from traffic tile layers in both the collection map and traffic tiles components, update comments to reflect Leaflet does not support this option
add wildcard to allowedDevOrigins in next.config.ts to simplify local development testing across different network interfaces
add a comprehensive database backfill script to fix assigned order items missing the `ready_for_collection` flag, ensuring drivers see their correct assigned stops in the driver app
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
capture the thrown error, extract its message if available, and append it to the base "PB admin unavailable" error response. fall back to a generic unknown error message for non-Error failures, revealing actionable debugging details like missing env vars or invalid PB credentials.
Add full sprint pricing workflow and supporting infrastructure:
- New sidebar navigation entry for the sprint dashboard
- PocketBase category collection schema and migration script
- Server API routes for sprint item claims, attachments, counts, and file proxying
- Dev identity utilities and UI switcher for multi-user testing
- Reusable FilterTabs component replacing ItemStatusTabs
- Updated TypeScript types for sprint-related entities
Also include:
- Fix PocketBase file URL method casing (getUrl → getURL) across codebase
- Add development utility, smoke test, and helper scripts
- Update package.json with new sprint migration command
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.
Operators can now type per-upload instructions for the AI extraction
step in the Pricelist upload form. The notes go into a new
`raw_price_list.notes` field that the n8n workflow reads and
injects into the LLM user message as per-upload context.
Common uses:
- "Brand is JEI" → AI stamps every item with brand="JEI"
- "Apply 30% markup" → Code node regexes this out for selling_price
- "All prices in ZAR excl. VAT" → AI uses ZAR
- "Page 4 has discount codes" → AI skips those rows
Also auto-populates `raw_price_list.file_name` (the original
browser-side filename) on upload — PB slugifies the upload to a
token stored inside supplier_file, so without this field the
operator saw the slugged version. Existing rows backfilled by the
admin script.
The `log_summary` field is now reserved for the AI's write-back
summary (set by the n8n workflow after extraction). It was
previously operator-editable on the form, which was wrong —
overwriting it clobbered the AI's output.
New migration: scripts/migrations/2026-06-30-add-pricelist-notes.ts
(idempotent, only adds `notes` if missing — `file_name` was
added manually via the PB admin UI before this commit).
doc/pricelist-extraction.md updated with the n8n LLM user message
shape, the markup regex, and the notes field's role in the pipeline.
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 ApproveAndSendDialog had a useEffect whose deps array included
`openNonce` — a state counter the effect itself incremented:
useEffect(() => {
if (!open) return;
setOpenNonce((n) => n + 1); // updates openNonce
// ... seed defaults ...
}, [open, openNonce, ...]); // openNonce is in deps
This produced Maximum update depth exceeded: the effect fires → state
updates → deps change → effect re-fires → loop, until React pulls the
plug.
The intent was 'seed once per open cycle, not on every claimerName /
repEmail update' (so async lookups arriving after the modal opened
didn't clobber operator edits). The state-counter approach was the
wrong mechanism for that — mutating a dep from inside the effect
*is* the loop.
Fix: replace openNonce (state) with seededFor (ref). A ref mutation
doesn't trigger re-render, so the loop is impossible. We still depend
on [open, quote.id] in the effect, and the ref's purpose is purely
'has this (open, quote.id) cycle been seeded yet?'. Reset to null on
open=false so the next open seeds fresh.
Dropped claimerName / repEmail from the deps too — they were the
reason openNonce existed in the first place (don't re-seed when they
update), and the ref now enforces that without the side-effect trap.
Tests: 229/230 vitest (the 1 failure is the pre-existing attachments
off-by-one, unrelated to this change).
The Quote Settings card sat in the right column as a collapsed accordion
alongside History and Email Status — three near-identical cards the
operator had to scan past to find the data they actually came for.
Quote Settings is a low-frequency config action; it belongs with the
other low-frequency actions (Save as Template, Clone, Delete).
⋮ → View Quote
View Order
Save as Template
Clone
─────────────
Quote Settings… ← new
─────────────
Delete Quote (red)
The Settings card is removed from the right column. Its contents now
live in QuoteSettingsDialog — same three fields (Quote date, Valid for
days, Follow up by), same Save handler, but rendered as a focused
modal so the operator sees exactly what they're editing.
The page header's FollowUpChip (the yellow / red bell that surfaces a
follow-up date on a quote) still opens the same dialog via the renamed
`settingsDialogOpen` state. Auto-open on follow_up / problem status
is preserved — same effect, just an opened modal instead of an expanded
accordion.
Template mode (no customer-facing fields) still works: the dialog
shows only the Follow up by field plus the explanatory paragraph about
why date / validity don't apply to templates.
Tests: 229/230 vitest (the 1 failure is the pre-existing attachments
off-by-one, unrelated to this change).
The quote detail page had grown to eight stacked cards, all with
identical Card chrome — Items, Outbound, Linked Orders, Notes, Settings,
History, Email Status, and a TODO 'Generate PDF (coming soon)' card. The
Items card (the page's hero) had the same visual weight as the
admin-panel cards, so the eye had nowhere to land.
Two-column layout on desktop (lg:grid-cols-3, primary 2/3, secondary 1/3):
Left column (primary)
- Description card (conditional)
- Items card — hero treatment:
* Left primary-blue accent border (border-l-4 border-l-primary)
* Tinted primary header background (bg-primary/5)
* Larger title (text-base font-semibold)
* Rewrite with AI demoted from loud amber pill to outline variant
(matches the accent trap from MEMORY.md)
- Notes card (conditional)
Right column (secondary)
- Customer meta card — replaces the old 5-card info strip with
a single compact card: customer name, company, letterhead,
created date, quote date (if set), and claimed-by with avatar.
- Outbound attachments card
- Linked orders card
- Quote Settings accordion (collapsed by default)
- History accordion (collapsed by default)
- Email Status card — tightened to 2-col grid
Mobile (below lg) collapses to single column with content-then-meta
order: Description → Items → Notes → Customer meta → Outbound → Linked
→ Settings → History → Email Status.
The 'Generate PDF (coming soon)' placeholder card is removed — that was
a TODO shipped to users. The actual Generate PDF flow lives in the
'View Quote' menu item (QuotePdfViewer) and the 'Approve' modal, neither
of which need this stub.
Items card header is flex-col on mobile so the title, totals, and
Rewrite button each get their own line instead of getting clipped.
Tests: 229/230 vitest (the 1 failure is the pre-existing attachments
off-by-one, unrelated to this change).
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
This commit adds full quote PDF generation functionality with per-company letterhead branding:
- Server-side PDF rendering using @react-pdf/renderer matching the sample quote layout
- In-app modal PDF viewer with print, download, and new-tab controls
- Letterhead service to fetch and apply company-specific branding (CNL/ISHERWOOD)
- ZAR currency and date formatting utilities for South African quotes
- Updated QuoteAttachment type to handle PocketBase's array-based file tokens
- Fixed PocketBase attachment URL generation in quote email card
- Removed deprecated `included_in_quote` field from QuoteItem and quotes service
- Updated quote item creation test to validate draft item logic
- Added comprehensive unit tests for PDF rendering and formatting helpers
- Added dev scripts for debugging PDF and image rendering issues
- Added sample generated PDF files for visual verification
- Updated tsconfig to exclude development scripts directory
- Added @react-pdf/renderer production dependency
- Removed JEI as a valid letterhead option per requirements
- completely rewrite the Sonner toaster component with theme-aligned styling, default top-center position, brand-colored toast states, and improved spacing/sizing
- update root layout to remove hardcoded Toaster position prop since the component now handles its own positioning
- add toggle to show/hide completed quote items on the quote process page
- add empty state message when all quote items are fully processed
- memoize displayed quote items for stable sorting and filtering
- Bump quote rewrite API timeout to 180s for longer AI batch processing
- Extend structured quote item fields to include model and size, remove old type field
- Overhaul n8n quote rewriter workflow with updated prompt and null-safe output handling
- Add locked source-of-truth pricing controls to auto-calculate cost/selling prices
- Remove inline cost/selling inputs from quote items table and refine table layout
- Improve rewrite modal UI with sticky headers, better empty chip handling, and styling
- Add `user_edited` field to QuoteItem type to gate AI rewrites on user-edited content
- Add idempotent migration script to add and backfill the `user_edited` field across quote items
- Replace plain Select components with searchable SupplierSearch combobox across order and quote pages
- Add working days calculation utility and aged quote warning badges for overdue quotes
- Implement expandable row previews in the quotes list view
- Add full AI rewrite workflow: backend API endpoint, frontend modal, and n8n workflow definition
- Update package scripts for the new migration
Add comprehensive quote management and UI improvements:
- Add `email_received_at` field to quotes collection, TypeScript types, and setup script
- Update quote attachments schema to mark `kind` optional for legacy attachments, add `uploaded_at` field, and improve documentation comments
- Create `/api/v1/users/lookup` server endpoint to resolve user IDs to display names
- Add stable user ID → color mapping for visual grouping of claimed quotes
- Enhance quotes list page: reorder tab filters, show claimer names, color-code rows per claimant
- Update quote detail page to display claimer info with user icon
- Expand DataTable component to support per-row custom class and style props
- Overhaul QuoteEmailCard: add proper HTML/plain text body sanitization/linkification, inline PDF/image previews, improved metadata display, and fixed auth-aware attachment previews via blob URLs
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.
Add dark-theme styles and Leaflet z-index tweaks; switch tile layer URL/attribution based on Next.js theme. Introduce theme hook, PocketBase helper import and tile constants; lower label zoom breakpoint. Replace ZoomWatcher with MapWatcher that invalidates map size when toggling fullscreen. Add fullscreen UI, edit mode toggle, draggable markers when editing, and saveSupplierLocation to persist coordinate updates to PocketBase with optimistic UI and toast feedback. Misc: simplify cluster marker popup handling, ensure popups close before cluster flyTo, and tweak cluster distance label to reflect current zoom.
Enhance supplier map UX by introducing zoom-aware clustering and refined marker visuals. Adds clusterIcon, clusterDistanceForZoom, ZoomWatcher, ClusterMarker and SupplierPopup components; switches to dynamic cluster sizes and distances based on zoom, and flies into clusters on click. Shows individual supplier markers and optional permanent labels above configurable zoom breakpoints, and reduces marker sizes/shadows for a cleaner look. Also adds .supplier-map-label CSS for tooltip-style permanent labels.
Introduce a new SupplierMap component and page to visualize suppliers on a Leaflet map (client-side, dynamic import). Wire the feature into the app by importing Leaflet CSS in the global layout and adding a Supplier Map entry to the sidebar. The map fetches suppliers, parses coordinates, groups nearby suppliers into proximity clusters, and shows markers, tooltips, and lists of missing coordinates. Update package.json to include leaflet, react-leaflet and types; remove a Windows-specific lightningcss package. Also normalize Dockerfile ENV formatting (no behavior change).
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.
