- 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 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
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)
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
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.
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).
