The po_draft filter previously required po.status === 'draft', so
a failed send (status: 'mail_failed') caused the group to vanish
from buyer-tasks entirely. The only recovery path was the per-PO
Resend button on the order detail page, which is friction. Now
mail_failed groups stay in place so the operator can re-open the
SendPoModal and retry from the same list. po_sent is unchanged— mail_failed must not appear there.
Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
Adds an emailError field on BuyerTaskGroup so the UI can render
the send-pipeline failure reason. The value is truncated to 200
chars at the service boundary to keep the card layout bounded.
Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
Restores the 'Book to stock' action that the page rewrite in f7d3032 dropped from collection-confirm/page.tsx, and routes the cost pencil away from stock rows so the existing cost-edit endpoint (which queries order_items) can't 404 on a stock_purchase_items id.
- New POST /api/v1/collection-confirm/book-stock endpoint + route tests.
- New bookStockRows(rowIds, { actor }) service that mirrors the pre-rewire bookStockLineForRow flow per-row: ledger → cache increment → line update → auto-derive parent send→received.
- PoCard footer now switches on the row mix: stock rows → 'Book to stock'; customer rows → 'Confirm for invoicing'; mixed → both.
- ItemsTable hides the cost pencil when row.source === 'stock' (cost cell stays readable).
- Page-level handleBookStock wired through to the new endpoint with a reload on success.
Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
Extends updateOrderReviewFields' patch type to accept company
(relation id) and rep (free-text snapshot) in addition to the
existing order_number and customer. The modal cascade writes these
when the operator changes the customer; the service now carries
them through to the PB update.
The order_number collision check is unchanged — it only runs for
order_number changes, so the new fields are unaffected.
Co-Authored-By: Claude <noreply@anthropic.com>
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>
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>
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>
- 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>
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>
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>
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`)
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
