Task 6 of the non-invoiceable-order-extras plan.
Both modals (QB submit + delivery note submit) — same shape change:
- Excluded rows render muted with a 'Not invoiced' chip in the
row metadata. The muted state overrides 'bg-card' even when
included, so the operator doesn't mistake them for billable.
- Their include-checkbox is checked and disabled — the row must
ride along for the n8n status flip, and the operator must not
be able to remove it or add it to the bill. onChange defensively
bails when the flag is set, in addition to the disabled prop.
- New 'billableCount' guard: when every billable row has been
unchecked, submit is replaced with 'No billable lines' label
and the click handler toasts 'This order has no billable lines.'
The existing 'noneIncluded' check still catches the operator
unchecking everything (including the excluded rows the disabled
checkbox blocks them from unchecking in practice); the new guard
is the per-mode subset check.
The existing 'noneIncluded' check isn't sufficient because excluded
rows are always in 'includedRowIds' (they have to ride along), so
includedRowIds.size === 0 is unreachable in practice — the billable
subset can still be empty.
Co-Authored-By: Claude <noreply@anthropic.com>
Task 5 of the non-invoiceable-order-extras plan.
buildQbInvoicePayload now keeps order_item_ids built from ALL
rows (so n8n's 'Build PocketBase Invoice Update' node flips
excluded rows to invoiced alongside their siblings — the order
closes normally), and builds items from BILLABLE rows only (so
QuickBooks never learns about the excluded lines).
billableRows helper exported for sharing with the invoice UI
(Task 6) and the delivery-note route (Task 7) — three callers,
one definition of 'billable'.
Added exclude_from_invoice to RawInvoicingRow AND the
INVOICING_FIELDS projection. The projection is load-bearing:
omit it and PB returns undefined, every extra silently bills
the customer. Confirmed by inspection and by the failing
'mixed set' test if the projection drifts.
4 tests + 1 mutation-test prove the split:
- mixed: excluded ids in order_item_ids, absent from items
- all-billable: identical output to the no-flag case
- all-excluded: empty items, full order_item_ids
- billableRows helper unit tests
- mutation (items built from input.rows): mixed and all-excluded
tests fail
Co-Authored-By: Claude <noreply@anthropic.com>
Task 4 of the non-invoiceable-order-extras plan.
The page-level margin gate (process/page.tsx) short-circuits when
the item has exclude_from_invoice. An excluded line has
selling_price forced to 0 (Task 2), so the computed markup is
always -100 and the gate would wedge every extra into
approval_needed and block the order. Bypassing the gate keeps the
operational flow unblocked.
Suppressed low-margin colouring for excluded rows — a red
'-100%' chip on every extra is noise. The 'Not invoiced' badge
(T3) replaces the price chip visually.
Server-side guard in requestOrderItemMarginApproval refuses to gate
an excluded item with code 'excluded_from_invoice' (status 422).
Belt-and-braces: the MCP path can't weaponise the approval queue
to push an excluded row through manager review. Checked BEFORE
the missing_prices guard so an excluded item with selling=0 throws
the descriptive error rather than the misleading missing_prices
one.
2 tests + 1 mutation-test prove both sides of the bypass:
- excluded: throws 'excluded_from_invoice', webhook NOT fired
- non-excluded: proceeds to approval_needed, webhook DOES fire
- mutation (guard disabled): the excluded test fails
Co-Authored-By: Claude <noreply@anthropic.com>
Task 3 of the non-invoiceable-order-extras plan.
- New POST /api/v1/orders/{id}/items route wraps
createOrderItemForOrder. Same-origin browser auth (PB session
cookie), mirrors the posture of /quote after the order-quote
migration.
- AddItemSheet component on the process page: right-side Sheet
(mirrors PriceEditSheet's layout) with description / quantity /
cost / selling / supplier / notes + the load-bearing
'exclude_from_invoice' checkbox. When ticked, the selling-price
input is forced to 0 and disabled, a 'Not invoiced' badge replaces
the margin chip so a -100% red chip on every extra is noise.
- Add Item button below the item card stack — always available,
not gated on item_status. The empty-state copy above ('No line
items on this order. Add items before processing.') now points at
a real action.
- Existing excluded rows render with a muted 'Not invoiced' badge
in the card stack so the operator can spot them at a glance
without opening the sheet.
- The server (Task 2) forces selling_price=0 from the flag
regardless of caller input — the client forcing here is for UX
consistency.
Co-Authored-By: Claude <noreply@anthropic.com>
Blue Truck pill on the orders list, distinct from the amber quote
suggestion and the teal linked quote. Reads
potential_delivery_note_number (denormalized, no expand needed) —
the service writes the relation and the number in the same update
call so the list query doesn't pay for a second expanded relation
(see orders-service.ts:253 for why the codebase avoids that).
Additive — an order can show both a quote pill and a delivery-note
pill at once; they're independent facts (a repeat-order
observation, not a provenance link).
Added potential_delivery_note: string and
potential_delivery_note_number: string to the Order interface in
src/lib/types.ts so the page gets the new fields via full-record
return from getOrdersDashboardData (no fields: projection in the
list path).
Co-Authored-By: Claude <noreply@anthropic.com>
Thin wrapper around suggestDeliveryNoteForOrder(id). The route
mirrors the quote matcher's /quote-match endpoint for the case
where an order's items were edited after intake, or the order
predates the automatic intake check.
Co-Authored-By: Claude <noreply@anthropic.com>
Closes the same vanishing-buyer-notes bug B12 fixed on the process
page, this time on the order detail page that operators see first.
- Inline row indicators (MessageSquare icon for a buyer note,
Paperclip + count for per-line attachments) inside the Description
TableCell. Hidden when the line has no signal. Click toggles a
QuoteLineContext panel below the row.
- QuoteLineContext panel wrapped in a Fragment-keyed extra row,
colSpan=8 (matches the eight TableHead columns: Description, Qty,
Selling, Supplier, Cost, Total, Status, Edit). The plan called
for colSpan=9, but the Driver column was removed 2026-08-24 and
the live count is 8.
- quoteAttachments intentionally empty in the detail-page panel —
order-level attachments have their own card below the table.
Migration off pb-helpers (AGENTS.md §'data access layer discipline'):
- /api/v1/orders/{id}/quote route now treats empty quote_id as the
unlink path (clears quote + potential_quote + matching fields),
and dropped assertAgentAuth so the page can call it from a
browser session (admin auth happens via the PB session cookie at
the PocketBase layer; the MCP forwarder still works without that
gate because the MCP route gates at its own boundary).
- /api/v1/orders/{id}/quote-match is a thin wrapper around
suggestQuoteForOrder (returns the new SuggestQuoteResult shape —
best.quoteId / best.quoteNumber, not the old best.quote.id /
best.quote.quote_number).
- Page migrated four pb-helpers calls: findMatchingQuotesForOrder →
POST quote-match, applyOrderQuoteMatch → merge into quote-match +
QuoteMatchCard accepts the result via SuggestionCard from the
fetched order, clearOrderQuoteMatch → POST quote with empty
quote_id, setOrderQuoteManually → POST quote with the picked id.
- runMatch signature simplified — accept-vs-suggest was the old
split; the new endpoint only ever suggests. 'Accept' now goes
through linkQuoteManually via POST /quote.
- Stale matcher block (4 functions + 3 helpers + re-exports +
imports) deleted from pb-helpers.ts. The pure scoring helpers now
import directly from @/lib/server/order-quote-match.
Known follow-up: QuoteMatchCard still reads from matchResult (a
QuoteMatchResult shape). Clearing matchResult after runMatch means
the SuggestionCard renders empty until the next fetchOrder lands.
Reads from order.expand.potential_quote after that. A future task
can rewrite the card to drop the in-memory result entirely.
Co-Authored-By: Claude <noreply@anthropic.com>
This is the actual fix for the vanishing-buyer-notes bug the matcher
service exists to prevent. Before this commit, the process page did
an exact/substring description match on every render — and silently
hid the buyer note whenever the PO's wording differed from the
quote's, even after the matcher had resolved a confident pair.
- Server-resolved linePairs now drives the per-item lookup in three
places (inline quote preview row, the price-edit sheet's matched
prop, and copyCostFromMatch).
- findMatchedQuoteItem — the local exact/substring guesser that was
the root cause — is deleted. No other callers exist.
- QuoteLineContext renders description (when different), buyer note,
per-line and quote-level attachments, plus the 'possible match'
banner + confirm button. Replaces a hand-rolled block that had
drifted from the orders detail page.
- QuoteLineNoMatch renders when the order has a quote relation but
this specific order line didn't pair to any quote line —
previously this case rendered nothing, which was indistinguishable
from 'the quote line had no note'.
- onConfirmPair POSTs to /api/v1/orders/{id}/quote-line (Task 10)
and re-runs fetchAll so the next render sees the pair as
'confident'. Only exposed for tier === 'possible'.
- The Pricing source grid stays inline — it's order-side data
(SKU / pricing_source / matched_price_list_id / pricing_notes
round-trip from quote_items onto order_items), not part of the
quote context, and is editable on the order.
Co-Authored-By: Claude <noreply@anthropic.com>
The order detail page and process page need the pairing, not the
matcher — until now the process page was doing an exact/substring
guess at render time and silently hiding buyer notes when the PO's
wording differed from the quote's.
- matched-attachments response gains linePairs (keyed by order_item_id,
carrying quote_item_id, confidence, tier). pairOrderLines is called
defensively — a pairing failure cannot kill the attachments
response (catch returns null → empty linePairs object, the rest of
the payload still serves).
- POST /api/v1/orders/[id]/quote-line writes the operator's confirm
decision (or unlink with empty quote_item_id) onto
order_items.quote_item. Guards against patching a line that
belongs to a different order (404 otherwise).
Both routes are additive — the existing matched-attachments fields are
unchanged, the MCP orders.list_attachments consumer keeps working.
Co-Authored-By: Claude <noreply@anthropic.com>
Pure move — bodies copied verbatim from process/page.tsx into
src/components/orders/attachment-list.tsx. The order detail page
(Task 13) will now import the same component instead of growing a
second copy.
The 4 icon imports (FileText, Image as ImageIcon, FileQuestion,
ExternalLink) became unused after the move and were removed from
process/page.tsx. Re-exported from the new file alongside the
MatchedAttachment type, attachmentHref helper, and inferKind helper.
No behaviour change. tsc clean. No new lint errors in the touched
files.
Co-Authored-By: Claude <noreply@anthropic.com>
Hermes (n8n) drops the AGENT_API_KEY on direct REST calls, so anything
n8n needs to run must exist as an MCP tool. This forwards the agent's
JSON-RPC call to POST /api/v1/orders/quote-match/sweep, mirroring the
existing orders.set_quote forwarding pattern.
Updated the tools/list expected-list test to include the new tool so
the catalog stays self-documenting.
Co-Authored-By: Claude <noreply@anthropic.com>
The matcher only runs on orders created from now on. This sweeps the
historical backlog plus any order whose lines changed after creation.
- sweepUnmatchedOrders in order-quote-link-service.ts walks
quote_matching_attempted = false && quote = '' (the codebase's
pattern for an empty relation, verified against orders-service.ts
usage) in batches, projecting only id (the wider order fields are
re-fetched inside suggestQuoteForOrder).
- bucketAgeGaps exposes the histogram that lets FUZZY_WINDOW_DAYS be
re-tuned from real data instead of the 90-day estimate.
- POST /api/v1/orders/quote-match/sweep is the agent-auth surface
with maxDuration=300 for the 500-order worst case.
Tests cover the filter shape, the field projection (load-bearing —
over-projection wastes wire bytes), the no-op on no-match path, the
fault tolerance (one row throwing doesn't kill the batch), and all
six histogram bucket boundaries including the ≤ N vs < N edges.
Co-Authored-By: Claude <noreply@anthropic.com>
Moving the admin panels below the items table left them at a third of
the row each (~186px of tab strip), which is too narrow for the labels
they carry. "Outbound" plus its count needs ~71px against the ~58px it
was given, so the three Attachments labels overlapped each other; the
same squeeze hit "Email Status" on the Activity card.
Lays the panels out two-up instead: Attachments spans both columns on
its own row (its three tabs, dropzone and file list want the space),
with Linked Orders and Activity sharing the row beneath at half width.
Both strips now have several times the headroom they need, measured at
a 1044px viewport, and mobile is unchanged (single column, no
page-level horizontal scroll).
Also drops the `ml-1.5` from the attachment count spans — TabsTrigger
already applies `gap-1.5` between its children, so the margin was
double-spacing and contributed to the overflow — and adds
`tabular-nums` so the tab widths stay steady as counts tick past 9.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The detail page was a 3-column grid with the Items card in a
lg:col-span-2 and the admin panels beside it. That left the items
table ~430px for a table whose natural width is ~790px, so pricing a
quote meant scrolling the table sideways.
Stacks the page instead: the items table (the actual work surface)
takes the full width, and Attachments / Linked Orders / Activity sit
3-up underneath, where they read fine at a third of the width because
they're reference panels rather than things you act on while pricing.
Two width trims make the table fit outright rather than merely fit
better:
- Description's min-width 360px → 280px. It's a floor, not a target;
the table is table-layout:auto so Description still absorbs any
width the fixed columns leave. 360 was forcing overflow on its own.
- The "Processed" header is whitespace-nowrap, so the word set a
~78px floor on a column whose content is a 2-3 character badge.
Renamed to "Done" (title="Processed") at w-[64px].
Measured at a 1044px viewport: the table went from 110px of horizontal
overflow to 0. Mobile is unaffected — it uses the stacked card list,
and the admin grid collapses to one column.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The table had 9 header cells against 8 body cells: a stray duplicate
"Description" header sat above the one carrying min-w-[360px]. Every
column therefore rendered one position off its label (the "Qty" header
sat over the supplier cell, "Supplier" over cost, and so on), and the
360px reserved for Description landed on Qty instead.
The visible symptom was a long description crushed into ~99px and
wrapped one word per line down a tall thin column, while the Qty cell
sat in 360px of empty space.
Removing the stray header restores the header/cell alignment and gives
Description its intended 360px. Also switches the row action from a
"Update price" text button to an icon-only button with the same title
and an aria-label, which trims the table's natural width from 911px to
789px — the card it lives in is only ~430px wide, so every pixel is
horizontal scrolling the operator has to do.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
When a mine puts a spot out to tender, several engineering companies
each ask us to price the same item list. Before pricing a new one the
operator wants to see what the earlier quote went out at.
The per-line answer already existed: populateItemIntel powers the ⓘ
popover on each row and returns recent_quote (prior quote number,
company, selling price, days ago). This adds no new matching logic —
it runs that same lookup across every line of a quote and rolls the
results up, so the operator gets one panel instead of clicking ⓘ on
each row.
What the roll-up adds over the per-line popover:
- "N of M lines have been quoted before" at a glance
- relatedQuotes ranked by HOW MANY of this quote's lines they also
carried; a prior quote covering 5 of 5 is very likely the same
tender from a different bidder, one covering 1 of 5 is a shared
commodity line
Two honesty details, both driven by what the first live run showed:
- match confidence is surfaced as close/likely/loose. The underlying
matcher accepts anything above 0.5, and a live check returned a
R150 hit against a magnetic base drill — a loose row must not look
as trustworthy as a close one.
- an unpriced prior quote renders "unpriced", never R0.00, which
would read as "we quoted it at zero".
Read-only: passes write:false so viewing the panel doesn't persist
intel onto rows the operator only looked at. On-demand rather than
auto-loading, since it costs one intel computation per line
(~400-650ms each, batched 5 at a time, capped at 40 lines).
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The archive's search fetched the entire recency-windowed matching set
(thousands of rows once "Include older" is on) and substring-filtered
it in memory, taking several seconds per keystroke; it now delegates
to the same ranked pushdown search service the main /quotes list uses.
Also fixes pagination being hidden while searching (results past page
1 were unreachable) and the match count showing the current page's
size instead of the true total.
Adds the chevron item-preview toggle to archive rows (extracted into
a shared QuoteItemsExpanded component, backed by a new GET
/api/v1/quotes/[id]/items route), removes a duplicate "Customer or
Company" label in the new-quote form, and drops the stray
warning-colored search box styling that leaked from DataTable onto
every list page that uses it.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Updated the search input handling to improve responsiveness by integrating a debounced search mechanism, reducing latency from 550 ms to approximately 300 ms.
- Added keyboard shortcut support for focusing the search box, enhancing accessibility and usability for frequent users.
- Improved the search placeholder to reflect all searchable fields, providing clearer guidance to operators.
- Introduced a clear-search button to streamline user interactions, allowing quick resets of the search input.
- Enhanced the display of search results with a live result count badge, providing immediate feedback on search outcomes.
These changes collectively enhance the search experience for operators, making it more intuitive and efficient.
- Added `email_sender`, `email_subject`, and `email_body` fields to the order creation input schema for improved traceability of inbound emails.
- Updated logic to include these fields in the order creation process, allowing operators to track the source of orders without needing follow-up updates.
- Enhanced documentation to reflect the new optional fields and their purpose in the order management workflow.
This update improves the audit trail for orders and enhances user experience by linking orders directly to their source emails.
- Introduced `order_number` field in the order creation input schema, allowing users to provide a custom identifier (e.g., PO/reference).
- Implemented logic to handle empty or whitespace values, defaulting to auto-generated order numbers.
- Added error handling for order_number collisions, returning structured error responses for better client-side handling.
- Updated documentation to reflect the new order_number functionality and its implications.
This enhancement improves order management flexibility and user experience.
Fixes react-hooks/set-state-in-effect lint error in the tab-change useEffect.
- Tab buttons now call selectWindow(w) directly instead of relying on a
useEffect that synchronously calls setState. selectWindow flips the
state, closes the sheet, and triggers the refetch from one event handler.
- fetchData now reads activeWindow via a ref synced by a tiny useEffect
(the canonical React pattern — eslint flagged the inline ref-write as
'Cannot update ref during render'). With no useCallback deps, fetchData
identity is stable, so the realtime subscription no longer churns on
every tab switch (a perf concern flagged in Task 15).
- The mount-only initial fetch useEffect is preserved with a justified
eslint-disable on the set-state-in-effect rule (no SSR data pass-through
on this client-only page, so the initial fetch has no user event to
hang off).
Co-Authored-By: Claude <noreply@anthropic.com>
Gary (and any future rep) forwards inbound RFQs to a shared mailbox.
Today the customer linked to the resulting quote is the rep (or the
Unknown Sender sentinel), because the only resolution path is exact
email match — the from_email resolves to Gary, not the actual customer.
Add person_hint to EmailIntakePayload. The AI extraction layer reads
the subject / body / signature for the customer being quoted FOR and
fills person_hint. findOrCreateCustomer now walks three resolution
passes in order:
1. Exact email match (existing behaviour — direct RFQs unchanged)
2. person_hint resolution: case-insensitive substring on
customer.customer, with a companyHint tie-break when multiple
candidates exist
3. Existing sender-based create-new path (Gary wins, quoter
reassigns in the WFDASH UI)
MCP schema for quotes.create_from_email surfaces the new field with
doc explaining the rep-forwarded case. /api/v1/quotes/from-email
doc updated. AI Agent system prompt in the n8n workflow doc now
extracts person_hint with worked examples.
Also extends the mock filter parser to accept PB's bare ~ operator
(production code uses ~; the mock previously only accepted =~).
5 new unit tests + 2 integration tests for the new path.
Co-Authored-By: Claude <noreply@anthropic.com>
The server-side PDF route was already no-quote-aware — when
`quote.is_no_quote === true` it bypasses the pricing gate
(`pdf/route.ts:156, 238, 240`) and the PDF component renders "Not
quoted" cells + "—" totals (`quote-document.tsx:239, 242, 276/280/285`).
But the client side was ignoring the flag, so flipping the toggle
looked like a no-op. Five one-file fixes to close the gap:
1. `itemsReady` now short-circuits to true when no-quote is on.
Before: `itemsReady = items.length > 0 && missingSupplier === 0 &&
missingPricing === 0;` (always evaluated pricing). After: prepend
`isNoQuote ||` so the Generate Quote button enables regardless of
cost/selling prices. (Bug A)
2. `applyPricing` markup>0 guard now bypassed when no-quote is on.
Before: toast "Markup must be greater than 0" + refuse save when
markup ≤ 0 — blocked the operator from saving a 0/0/0 row. After:
`if (!isNoQuote && ...)` so the operator can save the row. (Bug B)
3. `handlePricingChange` auto-derive now skipped when no-quote is on.
The cost↔selling recompute on every keystroke (`value * (1 + markup
/ 100)` and inverse) was firing even when no-quote was set, which
is what produced the "I set 0/0/1% markup and it shows 1 cent"
artefact. Three branches (markup/cost/selling) now short-circuit
to pass-through under no-quote. (Bug C)
4. Helper text under the Generate Quote PDF button now explains
"No-quote letter — prices ignored on PDF (renders 'Not quoted'
cells)" when the toggle is on, instead of the misleading
"Price every item + assign a supplier before generating".
5. Second helper line under the toggle's label explaining the full
UI flow when on: "the pricing form stays editable but isn't
required, and the PDF renders 'Not quoted' cells with no totals."
Operator workflow now: flip toggle ON → enter description on a row
at 0/0/0 → save → click Generate Quote → PDF renders decline letter
with "Not quoted" cells and no totals. No PB migration needed
(`is_no_quote` boolean column already present per `pb-exports/pb_schema-2.json:2178`).
Build: clean. Typecheck: 0 errors. No tests added (manual flow; no
existing test exercises this toggle path).
Co-Authored-By: Claude <noreply@anthropic.com>
Typecheck cleanup after the deploy blocker push — `tsc --noEmit` was
silent on `d11a184` baseline but ~60 errors hid across test files
that only the compiler surfaces (the build was clean because test
files are excluded from the prod bundle). Touched:
- src/app/api/mcp/route.test.ts (16) — generic on `vi.fn()` for
tuple inference; `as unknown as` two-step cast on record literals
- src/app/api/mcp/po-agent-workflow.test.ts (1) — spread instead of
duplicate key
- src/components/buyer-tasks/buyer-task-group-card.test.tsx (5) —
`PurchaseOrderEmailPayload` now requires `subject`/`body`
- src/components/collection-confirm/confirm-stock-dialog.test.tsx (1)
— removed shadowed `id` from `makeRow` overrides
- src/components/item-intel-popover.test.tsx (2) — missing row
fields + boolean→object for `verified`
- src/components/quotes/process-item-card.test.tsx (2) — full
QuoteItem stub; generic on `vi.fn()`
- src/components/sprint-item-pricing-modal.test.tsx (3) — full
SprintItem/QuoteItemAttachment/QuoteAttachment stubs
- src/lib/server/orders-service-review.test.ts (~60) — annotated
`getOne` return type to break union widening on the expand option
- src/lib/server/orders-service.test.ts (2) — removed bogus
`includeArchivedCounts` param; `rfq_number` now whitelisted on Order
- src/lib/server/quotes-service.test.ts (3) — two-step cast on
Quote header; `unit?` now on QuoteItem
- src/lib/server/stock-purchase-items-service.test.ts (~10) — typed
`pbMock` via `StockPurchaseItemsPb` so `*WithPb(pb,...)` checks
Also added two optional fields to `src/lib/types.ts`:
- `QuoteItem.unit?` — pre-2026 rows have no unit, so it's optional
- `Order.rfq_number?` — populated by the n8n email agent, inherited
verbatim by `splitOrder`
Build: clean. Typecheck: 0 errors. Tests: 14 pre-existing runtime
failures + 1 pre-existing unhandled error in `supplier-form.test.tsx`
remain — confirmed they exist on `d11a184` baseline, so they are
outside the cleanup scope and unchanged by this commit.
Co-Authored-By: Claude <noreply@anthropic.com>
The /api/v1/quotes/create route was wired to accept operator-supplied
quote_number + rfq_number + quote_notes + notes + status, but the
service-layer side never matched: QuoteNumberExistsError didn't exist
and CreateQuoteInput ignored the new fields. Production deploy was
failing on `Module has no exported member 'QuoteNumberExistsError'`.
Service changes:
- New QuoteNumberExistsError class (mirrors OrderNumberCollisionError):
carries existingId + attemptedNumber, mapped to 409 by the route
- CreateQuoteInput extended with quote_number, rfq_number, quote_notes,
notes, status; imported QuoteStatus from @/lib/types
- createQuote now uses input.quote_number verbatim when supplied, else
falls back to the existing atomic-counter generator
- createQuote's pb.create call is wrapped in try/catch: PB's UNIQUE
constraint violation on quote_number is re-thrown as the typed error
with the colliding row's id resolved via a follow-up getList
New route test file (9 cases) covers happy path with supplied
quote_number, the 409 collision branch, notes/quote_notes fallback
merge, auth-gate failures, missing customer/items validation, and
generic 500 fallback. Uses importOriginal so the real
QuoteNumberExistsError class survives the service-layer mock.
Co-Authored-By: Claude <noreply@anthropic.com>
Three final-review fixes for the Approve & send from list feature:
1. The 404 branch added in 5760ef9 had no test guarding it. Add
a test mirroring the invalid_status pattern: mock a 404 from
review-approve, assert router.refresh() was called and
toast.info fired with the 'no longer exists' message.
2. The list page's ensureOutboundAttachments fetched all attachments
where direction='outbound' — including PDFs — and passed them
straight to SendQuoteModal. The modal renders its own pdfAttachment
above the outbound list, so an operator who re-uploaded a PDF as
a proof would see it twice (once as always-attached, once as a
selectable outbound). Mirror the detail page's filter
(line 1217 of approvals/[id]/page.tsx) by adding 'kind != pdf' to
the list page's outbound-attachments query.
3. The list page never calls router.push (it uses router.refresh
for all branches), so the pushMock in the test scaffold was
dead. Drop it.
Co-Authored-By: Claude <noreply@anthropic.com>
Four code-quality issues from review + one test-mock follow-up:
1. CRITICAL: isPlaceholderCustomer was called with a string arg but
expects { id, customer, email } - TS error, and at runtime the
function would always return true. Variable was dead (computed but
never read) so remove the call, the explanatory comment, and the
import entirely. The Option A behaviour (server handles placeholder
via its 422) is preserved by simply not having the dead variable.
2. CRITICAL: toast(..., { type: 'info' }) doesn't compile under
ExternalToast and silently drops the type option at runtime, so
the invalid_status race toast renders with default styling instead
of info (blue). Switch to toast.info(...). Updates the test
assertion to check toast.info directly (the test mock defines
toast.info as an independent vi.fn(), not a wrapper around toast,
so the prior expect(toast).toHaveBeenCalledWith assertion would
no longer match).
3. IMPORTANT: Spec asks for a dedicated 404 branch ('This quote no
longer exists. Refreshing.') but the implementation fell through
to the generic catch-all. Add the 404 branch between the mail-fail
branch and the generic fallback.
4. NICE-TO-HAVE: formatCurrency was imported but never used. Drop.
Co-Authored-By: Claude <noreply@anthropic.com>
Task 2 collapsed the list's per-row "Approve partial" button into
the new "Approve & send" button, which routes through review-approve
on the server. The list no longer calls the legacy partial-approve
endpoint, but handleApprovePartial was left in the page file because
the plan's Step 3 only covered handleApprove replacement. Remove it.
The /api/v1/quotes/[id]/partial-approve endpoint itself is unchanged
(it's still used by other parts of the app).
Co-Authored-By: Claude <noreply@anthropic.com>
The pending-approvals list now offers the same one-step
approve-and-dispatch affordance as the detail page, instead of
forcing the rep through a two-step approve-then-drill-in flow.
- Replace the list's standalone 'Approve' button (direct PB write)
and 'Approve partial' button (POST /partial-approve) with a single
'Approve & send' button that opens SendQuoteModal.
- Lift the modal and sendApprove callback to page level, keyed by
row id, callable per row.
- Submit posts to POST /api/v1/quotes/[id]/review-approve with
action: 'approve' and the modal's email payload. The server
atomically approves + dispatches.
- Same handler works for partial_approval_pending rows — server
flips partial_approved -> sending -> emailed natively.
- Toast wording matches the detail page: 'Approved - email sent...'
for full, 'Partial approved - email sent...' for partial, with
invalid_status and mail-failed branches surfacing their own toasts.
- Reject path untouched.
Co-Authored-By: Claude <noreply@anthropic.com>
The fix commit (27f60e1) removed the triggerSend hoisted spy and
wired the modal stub's button to call props.onSend directly, but
left a two-line comment in test 3 that still referenced the deleted
symbol. Replace the comment with one that describes the actual
mechanism so future readers don't go hunting for a triggerSend
identifier that no longer exists.
Co-Authored-By: Claude <noreply@anthropic.com>
The SendQuoteModal test stub had a noop triggerSend placeholder that
never called props.onSend, so the click on the modal's "Submit modal"
button would silently fail. Tests 3-7 (which assert on fetch /
refresh / toast effects from sendApprove) would all hang even after
Task 2 implements the page correctly.
Fix: call props.onSend directly from the button's onClick. Drop the
unused triggerSend hoisted spy. Tighten the stub's props type to
SendQuoteModalProps so Task 2's prop-name typos surface as TS errors.
Also widen the PB mock fallback's getList to return the full envelope
(items + totalItems + totalPages) so Task 2 reading quote_attachments
or any other collection doesn't crash on undefined totalItems.
Co-Authored-By: Claude <noreply@anthropic.com>
Component tests cover the row-button -> SendQuoteModal ->
review-approve submit flow including success, invalid_status,
and mail-failed error branches. All 7 fail; implementation in
follow-up commits.
Co-Authored-By: Claude <noreply@anthropic.com>
Closes the gap that the MCP quotes.create tool advertised is_no_quote
but the upstream POST /api/v1/quotes/create chain silently dropped the
flag. Three additions:
- CreateQuoteInput interface gains the field
- createQuote() forwards it to pb.collection.create(...)
- POST handler forwards body.is_no_quote to createQuote()
Spec test case 10 ("quotes.create with is_no_quote: true persists
flag and returns quote") now passes end-to-end.
Co-Authored-By: Claude <noreply@anthropic.com>
Added support for additional fields in the quote creation process, including quote_number, rfq_number, quote_notes, and status. Updated the error handling to return a specific 409 response when a quote_number conflict occurs, improving the API's feedback for clients. Enhanced documentation to reflect these changes.
Lets Hermes and other external agents drive the no-quote flow without
a UI step. Hints document the gate-bypass and reversibility.
Five touch points in src/app/api/mcp/route.ts:
- QUOTE_PATCH_FIELDS whitelist gains is_no_quote (drives the update gate)
- quotes.create input shape declares the boolean
- quotes.update input shape declares the boolean
- quotes.update description text lists is_no_quote in the whitelist
- quotes.create handler forwards args.is_no_quote to the upstream body
The quotes.update patch handler already passes raw patch keys through
the QUOTE_PATCH_FIELDS whitelist, so is_no_quote flows through
transparently without per-field forwarding. quotes.create forwards
to POST /api/v1/quotes/create which currently silently drops
is_no_quote; the create-time handling of the flag will be wired into
the service layer in a follow-up so MCP callers can flip a walk-in
quote into a decline letter at creation time. The schema hint is
live today.
Smoke verification deferred to Task 11 (no-quote E2E). Per Task 10
plan: 'if MCP smoke tests exist… otherwise, manually invoke the tool'.
No automated tests exist for this route today; adding one
just-for-this would over-build.
Co-Authored-By: Claude <noreply@anthropic.com>
Addresses the 2 IMPORTANT and 4 NIT findings from the Task 9
code-quality review:
- Initial state bug: useState read 'quote' on first render when it
was null, sealing isNoQuote as false. A previously-persisted
is_no_quote: true quote would show the toggle as off. Replace
with a useEffect that syncs once per loaded quote id.
- Dark mode: add dark: variants to the amber card border/background
to match the project precedent (collection-pool/components.tsx:175).
- Label size: drop from text-sm to text-xs for consistency with
every other <Label> in the file.
- Error surface: parse the PATCH 400 body and surface data.error
rather than a generic toast, matching the lookupItem/generatePdf
pattern in the same file.
- useCallback deps: stop recreating the callback on every toggle
by stashing the current value in a ref.
- quote-notes-card id: add a comment so the wrapper div's purpose
is clear.
Switch + Label inside the Quote Details card on the process page.
Optimistic update with rollback on error. When flipped on, scrolls
the quote_notes editor into view so the operator can type the
reason in the same flow.
The downstream status-flip logic uses ready.length === allItems.length
to choose between approval_pending and partial_approval_pending. For
an is_no_quote quote with all-unpriced items, the unfiltered bypass
in Task 7 made ready.length === 0 while allItems.length > 0, flipping
to partial_approval_pending instead of approval_pending — contradicting
the spec ('new → approval_pending → sending → emailed' for no-quote
letters).
Add a guard so is_no_quote quotes always flip to approval_pending.
The partial-flip path remains unchanged for priced quotes.
Lets the PDF render with all active items (regardless of price)
when the operator has marked the quote as a decline letter. The
existing PDF diagnostic still flags data issues for priced quotes.
Also adds the (unused) noQuote prop to QuoteDocumentProps so the
route compiles. Task 8 will wire the rendering.
Adds the new field to the PATCHABLE_FIELDS whitelist, validates
type as boolean, and dispatches to a new setIsNoQuote service helper.
Tested via mocked route handler.
- Updated the Orders and Quotes detail pages to enhance table layouts, ensuring that the Description column has adequate space for multi-line text.
- Removed the Driver column from the Orders table to streamline the layout and prevent content squeezing.
- Adjusted fixed widths for various columns to fit within the viewport without horizontal scrolling, improving overall user experience.
- Ensured consistent styling and layout adjustments across both pages for a unified look and feel.
- Updated the orders page to use `OrdersReviewModalMount` for improved order review functionality.
- Removed the inline `orderAttachementsToQuotes` function to simplify the code structure and enhance maintainability.
- Introduced a review modal in the order detail page, allowing users to trigger the review process with a dedicated button.
- Ensured consistent behavior between the orders list and detail pages regarding order review interactions.
- Updated the `scoreQuote` function to incorporate price scoring, allowing quotes to be evaluated based on selling and cost prices when the query is numeric.
- Introduced new weights for item selling and cost prices, ensuring they contribute to the overall score only when relevant.
- Enhanced the test suite to cover new price matching scenarios, ensuring accurate scoring behavior for quotes based on price inputs.
- Refactored related functions to support the new price scoring logic, maintaining consistency across the scoring process.
- Updated the `orders.add_attachment` and `orders.list_attachments` tools to utilize the order's own `order_attachements` field, allowing immediate visibility of attachments without requiring a matched quote.
- Enhanced the `POST` route for uploading attachments to support multiple files and improved response structure to include `collectionId` and `collectionName`.
- Merged attachment sources in the `GET` route for matched attachments, providing a unified view of order-level and quote-level files, with a new `source` field to indicate the origin of each attachment.
- Added utility functions for inferring MIME types and attachment kinds based on file extensions, ensuring consistent handling across the application.
- Improved documentation for clarity on the attachment handling process and updated response formats to reflect the new structure.
- Added support for deduplication of orders based on the `email_message_id`, preventing duplicate entries during email intake.
- Introduced the `displayContactName` utility to sanitize and format contact names, improving the display of order details by removing extraneous whitespace.
- Updated relevant order-related components to utilize the new utility for consistent contact name rendering.
- Enhanced tests to cover the new deduplication logic and the functionality of the `displayContactName` utility, ensuring robust behavior in various scenarios.
- Modified the file handling in the repair details page to use the correct repair ID and simplified the key assignment for photo files.
- Updated the API route to cast the status parameter to the new RepairStatus type for improved type safety.
- Expanded the RepairFileField type to include "delivery_note" for better file management.
- Removed unused helper functions to clean up the codebase and improve maintainability.
- Introduced a new toggle in the quotes and archive pages to allow users to include older quotes beyond the default 90-day cutoff.
- Updated the search parameters in the quotes and archive APIs to handle the new `includeOlder` flag, enabling full history searches.
- Enhanced the user interface to reflect the current search scope, providing clear feedback on whether the search is limited to recent quotes or includes the full archive.
- Adjusted the quotes search service to support the new functionality, ensuring efficient retrieval of older quotes when requested.
- Added relevant tests to verify the correct behavior of the new search feature and its integration with existing functionality.
- Introduced a new tab for quotes completed within the last 7 days, enhancing the user experience by allowing quick access to recent activity.
- Updated the quotes search service to filter results based on the new "completed_recent" status, ensuring efficient retrieval of relevant quotes.
- Enhanced the quotes service to compute the cutoff date for the recent quotes dynamically, maintaining consistency across the application.
- Added tests to verify the functionality of the new filter, ensuring accurate behavior in the quotes search pipeline.
- Updated the TV dashboard to include a new section for driver stops, displaying active deliveries and pickups with GPS coordinates.
- Refactored the dashboard data structure to incorporate year-over-year performance metrics alongside existing monthly and weekly stats.
- Replaced the supplier map with a driver stops map for improved clarity on driver activities.
- Enhanced the user performance metrics to include detailed counts for quotes and orders processed by each representative.
- Removed the obsolete supplier map component to streamline the dashboard's functionality.
- Introduced a centralized `deliveryNoteLetterheadCode` function to ensure all delivery-note PDFs consistently use the Westcott Group letterhead, regardless of the subsidiary.
- Updated relevant API routes and services to utilize the new function, removing previous hardcoded fallbacks.
- Enhanced the `DriverStop` interface to include timestamps for better reporting capabilities.
- Added new fields to track creation timestamps for driver stops, improving data accuracy for outstanding reporting.
- 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.
- Added `drv_id` to the stock row data structure to ensure proper assignment tracking.
- Implemented a new `isReadyForCollection` function to streamline the logic for determining if stock rows are ready for collection.
- Updated the `buildVisibleRows` function to utilize the new readiness check, improving the accuracy of row filtering based on the ready status.
- Added a test case to verify that stock rows are correctly included in the ready filter, ensuring expected behavior in the collection pool view.
- Enhanced coordinate parsing logic to handle various input formats, improving robustness in the driver stops API.
- Introduced a new `quote_notes` field to store operator-facing free-text notes, distinct from the existing `notes` field used for rejection audit logs.
- Updated the quote processing page to include a `QuoteNoteCard` for editing and displaying the operator notes, ensuring seamless integration into the PDF generation flow.
- Enhanced the PDF generation logic to render the operator notes in a blue callout below the totals, improving visibility for end-users.
- Implemented a new service function `setQuoteNotes` to handle the saving of notes, including trimming whitespace and handling non-string inputs defensively.
- Added unit tests for the `setQuoteNotes` function to ensure correct behavior and data integrity when updating notes.
- Updated relevant types and documentation to reflect the new functionality and its intended use cases.
- Implemented a new split mechanism for order items, allowing operators to split quantities based on in-stock and non-in-stock statuses.
- Updated the payload for creating split order items to ensure it adheres to the PocketBase schema, avoiding empty strings for relation fields and removing deprecated fields.
- Enhanced error handling in the split route to log unexpected errors for better debugging.
- Improved the UI to conditionally render split buttons based on item availability, ensuring a clearer user experience.
- Added unit tests to validate the new splitting logic and payload structure, ensuring robustness against schema changes.
- Introduced a new `ConfirmStockDialog` to handle stock collection confirmations, allowing operators to review per-line quantities and any short lines before finalizing the action.
- Updated the `CollectionConfirmPage` to manage the new confirmation state and trigger the dialog upon clicking the "Confirm collection" button.
- Enhanced tests to cover the new dialog functionality, ensuring correct behavior for both full and short quantity lines during the confirmation process.
- Improved documentation to clarify the flow and user interactions with the new confirmation dialog.
- Implemented tests for quantity editing functionality, ensuring that pressing Enter updates the quantity for order items and stock sources correctly.
- Added validation for input errors, rejecting fractions and negatives with appropriate inline error messages.
- Enhanced test coverage for the quantity handling logic, confirming correct API calls and data submissions for both customer and stock items.
- Introduced a new `handleQtyChange` function to manage per-row quantity updates for both customer and stock items, ensuring correct data submission to the appropriate endpoints.
- Enhanced the `dedupeAttachments` function to handle additional document sources, including parent purchase orders, and skip empty filenames to prevent 404 errors.
- Updated the `ItemsTable` and `PoCard` components to support quantity editing, allowing users to modify collected quantities directly in the UI.
- Added tests to validate the new quantity handling logic and attachment deduplication, ensuring robust functionality across various scenarios.
- Introduced a new `DeliveryNoteRow` type to track delivery notes alongside items, improving the organization of delivery data.
- Updated the `DeliveryListResponse` type to include delivery notes, allowing for better integration with the existing delivery management system.
- Enhanced the `groupByCustomerOrder` function to accommodate delivery notes, ensuring they are grouped correctly with their respective orders.
- Implemented state management for delivery notes in the `DeliveriesPage` component, including loading and error handling.
- Added search functionality for delivery notes, enabling operators to filter by delivery note number, customer PO, and order details.
- Updated the UI to display delivery notes alongside items, improving the overall user experience in the deliveries management interface.
- Enhanced tests to cover new delivery notes functionality and ensure correct behavior across various scenarios.
- Added a new service function `markDeliveryNoteCompletedByInvoice` to auto-close delivery notes after successful QuickBooks invoice creation, updating the status to "completed" and appending an audit banner to the notes.
- Enhanced the delivery note detail page with a modal for creating invoices via QuickBooks, including customer selection and billing company options.
- Implemented state management for the invoice modal, including loading states and error handling for customer fetching.
- Updated tests to cover the new auto-close functionality and ensure correct behavior across various scenarios.
- Improved documentation for the delivery notes service to reflect the new functionality and its usage.
- Added a switch to toggle the visibility of supplier names and PO numbers in the invoicing page, enhancing user experience by allowing operators to view detailed information as needed.
- Updated the `RowIdentity` component to conditionally render supplier and PO details based on the toggle state.
- Introduced localStorage persistence for the detailed view preference, ensuring user settings are retained across sessions.
- Enhanced tests to verify the functionality of the detailed view toggle and its impact on displayed data.
- Updated the `GET /api/v1/orders` endpoint to support additional query parameters including `customer`, `createdAfter`, `createdBefore`, and `status`, allowing for more granular order filtering.
- Implemented logic to resolve customer IDs from names and aggregate order items by their statuses for improved data retrieval.
- Introduced new helper functions in `orders-service.ts` for fetching order statistics and daily summaries, enhancing reporting capabilities.
- Added comprehensive documentation for the new query parameters and their usage in the API documentation.
- Improved error handling for invalid customer and status inputs, ensuring clearer feedback for API consumers.
- Updated the `quotes.submit` tool to allow submission of quotes with unpriced items by introducing a `partial: true` flag, transitioning the quote to `partial_approval_pending` instead of `approval_pending`.
- Enhanced the response structure of `submitQuote` to include `previousStatus`, `submittedAt`, and `targetStatus`, providing better context for the agent.
- Improved error handling in the `sendQuoteEmail` function to surface detailed readiness issues when a PDF cannot be generated, allowing operators to address specific gaps in quote items.
- Regenerated API documentation in `docs/api-mcp-layer.md` to reflect these changes, ensuring accuracy and clarity in tool descriptions.
- Added comprehensive tests to validate the new functionality and error handling improvements.
- Added a new `upstreamOrigin` function to resolve the correct upstream API origin for internal MCP to REST calls, addressing issues with container deployments where `req.nextUrl.origin` resolves incorrectly.
- The function prioritizes environment variables for configuration, ensuring proper routing in various deployment scenarios.
- Updated multiple API fetch calls to utilize the new `upstreamOrigin` function, improving reliability and consistency in internal API interactions.
- Introduced structured error handling for MCP upstream fetches, distinguishing between network errors (`-32010`) and upstream errors (`-32011`). This allows the agent to provide more informative feedback based on the type of failure encountered.
- Updated the `fetchUpstreamJson` function to throw `McpUpstreamError` with detailed error data, including hints and next actions for specific tools.
- Enhanced the `TOOL_HINTS` mapping to provide tool-specific guidance for handling errors, improving the agent's ability to respond to various failure scenarios.
- Added comprehensive unit tests to validate the new error handling logic and ensure correct behavior across different error cases.
- Updated documentation in `docs/agents/hermes-skill.md` to include a new section on structured MCP errors, detailing the error codes and their meanings.
- Added a new `quotes.submit` tool that transitions a quote from `new` to `approval_pending` once all line items are priced. This tool ensures that only fully priced quotes can be submitted for approval, enhancing the integrity of the approval process.
- Updated the API documentation in `docs/api-mcp-layer.md` to include the new `quotes.submit` tool and its usage details.
- Enhanced the `quotes` status enum in `docs/agents/hermes-skill.md` to reflect the new transition and its implications.
- Regenerated documentation to ensure accuracy, increasing the total tool count from 126 to 127.
- Added comprehensive tests for the `submitQuote` function to cover various scenarios, including idempotency and error handling for unpriced items.
- Introduced a new `quotes.create` tool for creating quotes from scratch without an inbound email, allowing operators to generate quotes directly from the dashboard.
- Updated `customers.list` to support filtering by representative using either a 15-char PB user ID or a case-insensitive name/email match.
- Enhanced API documentation in `docs/api-mcp-layer.md` to reflect the addition of the new quote creation tool and updated customer filtering capabilities.
- Regenerated documentation to ensure accuracy, increasing the total tool count from 125 to 126.
- Updated `docs/api-mcp-layer.md` to reflect the current state of the API, including new endpoints and tools.
- Added `category` field to `QUOTE_ITEM_PATCH_FIELDS` and `ORDER_ITEM_PATCH_FIELDS` to support item categorization.
- Introduced 22 new MCP tools to cover previously missing REST functionalities, increasing the total tool count from 103 to 125.
- Improved descriptions for several existing tools to clarify their usage and parameters.
- Regenerated the API documentation to ensure accuracy and completeness.
- update backend service to fetch stock purchase attachments
- refactor dedupe logic to avoid filename collisions between customer and stock attachments
- adjust PoCard to generate correct file URLs for stock attachments
- update test expectations for the modified service query
- move CollectionConfirmValidationError imports from stock-purchase-items-service to collection-confirm-service
- update ConfirmRow type: add supplier_sku field and remove unused nested expand properties
- refactor sortRowsByField generic in orders-service to fix type access errors
- add non-null assertion to firstRow.stock_purchase_id in collection confirm page upload handler
- Add new POST API endpoints at `/api/v1/stock-purchase-items/[id]/sku` and `/api/v1/stock-purchase-items/[id]/cost` for updating stock purchase item details
- Update ItemsTable to support cost and SKU edits for all row types, add supplier SKU column and editing for stock rows
- Extend PoCard to pass edit callbacks and add stock-specific invoice upload functionality
- Update all related test suites to cover new editing and UI features
- Adjust invoice upload messaging to differentiate between customer and stock purchase orders
Add full purchase order agent tooling and supporting changes:
- Add server-side purchase-order-agent-service for scanning both stock and customer POs, with complete test coverage
- Add inline SKU and supplier SKU editing flows to stock order detail pages
- Update MCP API route to support new PO agent tools (purchase_orders.scan, diff, record_diff_report) and stock_purchase_items.list
- Fix flaky CollectionPoolPage tests by wrapping state-dependent assertions in waitFor
- Refactor CollectionPoolPage auto-collapse logic to avoid react-hooks lint trap and run exactly once on initial load
- Delete temporary .tmp-inspect-pool.mjs development script
Implement new server-side ranked quote search endpoint at `/api/v1/quotes/search`, replacing the legacy 500-row client-side substring scan that missed older quotes and didn't rank results by relevance. The new search scores matches across quote identifiers, customer/company headers, and line item fields.
Update PO number generation and validation to use a dashless format (POYYYYMMNNNXXX) with per-company scoped sequence numbers, and ignore legacy PO formats when calculating new sequences.
Remove legacy `searchQuotesWithItems` function and its associated test file, then update the quotes page to use the new server-side search API.
Add comprehensive unit and integration tests for the new quote search service and updated PO number logic.
- Add shared env loader for migration scripts to load .env and .env.local files at module init
- Add migration script to fix broken delivery note relation fields and backfill missing company data
- Update delivery notes list page: add status filter tabs, company-based collapsible grouping, increased fetch limit, and improved global search
- Add per-item cost price, markup calculations, and total summary rows for cost, selling price, markup, and margin to delivery note detail pages
Add full PIN-protected TV dashboard stack including auth, redirects, map view, APIs, and server services.
Also include these critical refinements:
- Overhaul PO number generation to use per-company monthly sequences
- Rework quote rejection to bounce quotes back to operator queues instead of marking them terminal
- Add post_processing order tab group for clearer workflow visibility
- Fix collection pool tooltip positioning, overflow clipping, and default collapsed state
- Refactor customer list API, clean up unused form props, and fix item intel popover target ID handling
- Add comprehensive tests for new components and update existing test expectations
- Fix resolveInvoiceLineDefaults to prioritize customer order quantity over supplier-collected quantity, ensuring invoices reflect what the customer actually ordered
- Add surplusQty utility function to calculate supplier MOQ overflow that should be booked to stock via /api/v1/stock/surplus-book
- Add surplus stock indicators in order and delivery note modals with descriptive tooltips explaining the surplus amount
- Expand supported letterhead codes to include WESTSCOTT GROUP, and configure all delivery notes to use the Westcott Group letterhead globally per business branding rules
- Improve error handling and logging in the delivery notes API POST route to include PocketBase error details and request context for easier debugging
- Add comprehensive unit tests for the updated invoice line logic and new surplusQty function to prevent regressions
- Fix delivery note PDF signature section overlapping page contents by removing fixed absolute positioning
- Add client-side picker for duplicate order numbers when merging delivery notes
- Add orderId parameter to combine delivery notes API for direct order lookup
- Update resolveDeliveryNoteLineQty to prioritize operator-edited quantity first
- Refactor combine delivery notes service and API to handle order lookup errors and candidate selection
Add inline quantity editing for delivery note items:
- New PATCH API endpoint and service function to update item quantities
- Optimistic UI updates on the detail page with error and loading states
- Input validation and status gating for draft/sent delivery notes
Add bulk delivery note combine functionality:
- New POST API endpoint and service to merge multiple draft/sent notes
- Row selection support in DataTable across pagination
- Confirmation modal with selected notes preview and optional order linking
- Automatic audit trail updates for merged and cancelled records
Extend OrderItem TypeScript interface with optional order expand field
Fix minor type casting issues in createAdHocDeliveryNote utility
Add new POST API endpoint at /api/v1/delivery-notes/[id]/regenerate-pdf to re-render and save delivery note PDFs from current line items. Add a "Regenerate PDF" button to the delivery note detail page with loading state and single-flight protection to prevent duplicate requests. Update ad-hoc delivery note creation to automatically attach PDFs to order items so print and download buttons work immediately after creation. Add helper utilities for resolving relation names and calculating line item quantities for PDF rendering.
This commit adds a full unauthenticated PWA for in-store retail order taking:
- Dedicated `/new-order` route with complete order form, customer/company picker
- Public `/api/counter/*` endpoints for search, order creation, and photo uploads
- Photo capture and gallery selection with 10-photo per order limit
- Offline caching via dedicated service worker and app manifest
- Shortcut redirect at `/counter` for quick installation
- Comprehensive setup and usage documentation in `docs/counter-pwa.md`
- Minor cleanup to root layout metadata and service worker registration
- Small layout fix for collection pool row text truncation
Orders submitted via the PWA appear immediately in the main CRM's New tab, and the app is designed for trusted office kiosk phones without requiring user login.
Add a complete workflow for managing duplicate intake orders:
- Add new server API endpoints for single order cancellation, duplicate detection, and bulk duplicate cancellation
- Add client UI components for bulk duplicate cleanup and single order soft cancellation
- Add a "Duplicates" button to the orders dashboard for quick access to the cleanup tool
- Refactor invoicing module: rename customerNameSimilarity to nameSimilarity, update QB customer picker to use radio buttons and remove automatic preselection
- Add comprehensive test coverage for the new order service utilities
Update the cancel delivery note dialog description to correctly state items are marked as cancelled
Fix PocketBase expand field whitelisting for delivery items to avoid missing related entity data
Change order item status to "cancelled" instead of "completed" when cancelling a delivery note, with updated JSDoc explaining the choice of status
Update the buyer tasks PO sent filter and its regression test to cover all current ItemStatus values
Add backend API routes and service functions for delivery note status updates with strict validation rules
Add UI action buttons and cancellation confirmation modal to the delivery note detail page
Update table layouts and styling across delivery notes and invoicing pages to improve responsiveness
Fix text overflow issues by adding whitespace-nowrap and break-words classes
Refactor order items table to display status inline and reduce redundant layout code
