PO numbers were "read the month's highest, add one", so POs for several
suppliers on one order created together got the same number — 34 numbers
by 2026-10-19 (e.g. PO202610008LIF for BarloWorld CAT and John Ratcliffe,
created 71 ms apart).
- createPurchaseOrderWithNumber (po-number.ts): numbers and creates POs
one at a time in the server, retries (up to 5) when the unique index
rejects a clash; ignores any po_number passed in.
- buyer-tasks / MCP generate_po use it.
- The Process page's Send PO and in-stock PO buttons now call
POST /api/v1/orders/[id]/purchase-orders (browser session) instead of
numbering in the browser; the client generatePONumber is removed from
pb-helpers.
- npm run pb:migrate:po-number-unique adds a partial unique index on
purchase_orders.po_number for POs created from then on; the 34 existing
duplicates are left as they are.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The operator asked for one action at the end of the row that walks
her through the work, instead of a strip of unlabelled icons.
[ Create quote ] [ Send ] [ Create invoice ]
Once a quote exists the FIRST slot becomes the quote number itself,
clickable, so she never hunts for where the quote went. Clicking it
opens the quote PDF in a popup with Print and Download — she stays on
the delivery-notes list, which is the whole point.
Deliberately not a fixed step 1 -> 2 -> 3: the counter also has
customer-to-customer work that never needs a quote, so "Create
invoice" is always offered and never depends on the quote having
happened. A fixed sequence would strand that path.
Send is mounted in place rather than by navigating to the quote page,
using the existing purpose-built modal (loud To field, alt-email
toggle, rep auto-CC, PDF attached, retry banner on a bounce). The
quote fetch now expands `customer,company` because that modal reads
`quote.expand.customer.rep` to pre-fill CC — without it, sends went
out silently with no CC and the office never saw a copy.
Everything else (signed copy, capture PO, mark invoiced, cancel,
regenerate PDF) stays on the detail page. That is a deliberate
hierarchy, not the drift this component was extracted to prevent: the
list is for scanning plus the three things you do to every note.
--- the bug this uncovered ---
The flow control could never show a quote, because the quote map was
always empty. `getQuotesForDeliveryNotes` built ONE PocketBase filter
of `delivery_note = "x" || ... ` across every id. The list fetches 500
notes, so that filter carried ~250 clauses, and PocketBase rejects it
with a bare `400 Something went wrong`. Measured on this instance: 75
clauses succeed, 100 fail.
The caller treats that fetch as non-fatal and swallows the error, so
it was completely silent. For the life of the feature:
- the Q icon never switched to "open quote" mode,
- `hasQuote` was always false,
- the blue "quoted" row tint never appeared, and
- the Send action could never be enabled.
A whole session of 3676 tests passed without catching it — they all
use a handful of ids, far under the limit. Only driving the real app
surfaced it.
Now chunked at 50 ids per request. Five sequential requests for a
250-note list is nothing next to the full delivery_notes page already
fetched alongside it.
Verified in the browser as David Els: DN26100599 now shows
Q202610102 in slot 1, Send is enabled, and clicking the quote opens
the generated PDF in a popup showing the priced line (1/2" X 2 1/4"
UNF BOLT, qty 10, R150.00, total R1 500.00) with Print and Download.
Full suite 3676 passing, tsc clean.
Tabs
- Cancelled no longer has its own tab. The operator asked for it to
sit under the done heading with a filter between the two, rather
than spending a tab on a small cold set nobody visits. Tabs are
now Active | Completed | All.
- Inside Completed, an always-visible Completed / Cancelled / Both
sub-filter, each option carrying its own count. It is rendered in
the open, not behind a click — an invisible control on this screen
was the original "what does that do?" complaint, so a hidden
filter would have reintroduced it. Defaults to "both" so the tab's
count and its rows always reconcile.
- Cancelled keeps a red badge, and no row tint. It now shares a tab
with Completed, so the two must be distinguishable at a glance
without opening each row.
Search (was quietly broken)
- It only covered `delivery_note_number` and `notes`. Customer name,
company and order number were NOT searched — so "what's
outstanding for Acme", the first thing anyone types on a list
grouped by company, returned nothing.
- The search term was never escaped into the PocketBase filter,
while the `repId` clause directly below it escapes its quotes. A
customer called `Acme "Ltd"`, or any stray double quote, produced
a malformed filter and a list that failed to load.
- Search is now client-side over the already-fetched notes, which
carry customer / company / order expanded. Covers DN number, order
number, customer, company, the customer's own PO and notes. Every
word in a multi-word query must match somewhere on the row, so
"acme bolt" narrows rather than returning nothing. No round trip
per keystroke.
Also removed
- Dead pagination state. The page fetched a single wide page and
handed the DataTable page={1} totalPages={1} with a no-op
onPageChange, so page/setPage/totalPages could never do anything.
That also retires the `setPage(1)` the search handler was calling.
Empty state now distinguishes "nothing matches your search" (and
names what is searchable) from "nothing on this tab".
Tests
- 30 in delivery-note-stage.test.ts, covering the search matcher and
the tab/sub-filter bucketing. Verified they bite by reverting the
search to its old two-field coverage: 5 fail.
- matchesDoneFilter refuses an in-flight status even under "both".
It didn't need to — the filter only runs inside the Completed tab —
but a function that would return a draft for "both" relies on its
call site staying correct, so it now guards itself.
Full suite: 3630 passing. tsc clean. No new lint warnings.
- Added an audit trail feature that logs every create, update, and delete action on delivery notes and orders, capturing detailed changes per field.
- Introduced the `AuditTimeline` component to display the history of changes for delivery notes and orders, enhancing traceability.
- Updated the `page.tsx` files for delivery notes and orders to fetch and display audit logs, ensuring users can view the history of modifications.
- Enhanced the `package.json` with a new migration script for setting up the audit log functionality.
This feature improves accountability and transparency in the management of delivery notes and orders.
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>
- 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.
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 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
This commit fixes a critical PocketBase projection bug where omitting "expand" from fields lists silently drops related data, leading to missing supplier/customer/order info across the app. It also includes usability improvements and test coverage:
1. Add "expand" to PB fields projections in invoicing page, quotes lookup API, sprint page, and quote search helper
2. Update PO Sent tab filter to exclude "collected" and "ready_invoice" statuses
3. Reorder buyer tasks list to sort by supplier first, then order number
4. Add comprehensive regression tests for all fixed issues
Included Playwright test capture artifacts from local testing.
Same shape as the orders refactor \u2014 applied to the quotes page,
with a fix for a long-standing tab-count bug along the way.
# Measured against the live PB (8,466 quotes, 4,514 orders, 25,612 items)
Before:
- 22 parallel per-status getList(1, 1) queries for the badge
counts: 2.6s wall time (no quotes.status index)
- 64 KB JSON response for 20 quotes with full deep-expand
(45+ fields per quote, including unbounded email_body)
- Page footer shows 'Page 1 of N' where N is the global count
\u2014 'Completed' tab had 7,849 quotes = 'Page 1 of 393'
After (no PB index, just code):
- 1 combined counts query: 138ms (19x faster)
- 5.5 KB JSON response (12x smaller)
- Server-side tab filter: page 1 of N reflects the tab's set
- Cancelled tab badge now correctly counts rejected+cancelled
# Server-side read model
- getQuotesDashboardData in src/lib/server/quotes-service.ts
- tab-scoped list + global counts in one round-trip
- tab param drives a server-side filter (status IN (...) for
workflow tabs, relation filter for delivery_note, is_template
for templates, excludeTemplate for 'all')
- pagination reflects the active tab's matching set, not the
global ~8.5k quote count
- getQuoteStatusTabCounts: one combined getFullList with all
17 counted statuses ORed (fields: 'status'), deduped in memory.
Replaces 22 separate per-status scans. Cached 60s on the server
with bypassCache option for future realtime refetches.
- /api/v1/quotes/list thin route: validates tab against
QUOTE_TAB_ORDER, threads tab + nocache params to the service.
# Slim wire payload
- fields param on the orders list: just the columns the page reads
+ per-expand limits (quote.quote_number doesn't need
email_body, company.company doesn't need its address field, etc.)
- Dropped the customer.company 3-level expand (the page never read
expand.customer.expand.company \u2014 only expand.company.company,
which is a direct relation from quote)
- searchQuotesWithItems: same fields added, with
fetchQuoteItemsForQuotes now accepting fields
# Bonus bug: 'Cancelled' tab badge was always empty
The old getQuoteStatusCounts mapped both 'cancelled' AND 'rejected'
to the 'completed' count, so the page's 'Cancelled' tab badge
showed 0 even when 60+ rejected quotes existed. The page's
tabFilters separately grouped them under 'cancelled', so a quote
that was rejected showed up in the list but not the count.
The new QUOTE_TAB_STATUSES in the service layer is the canonical
mapping (cancelled absorbs both statuses). Page constants and
service constants now derive from the same source \u2014 no more drift.
# Index migration
scripts/migrations/2026-08-04-add-quotes-status-index.ts. Idempotent.
The live PB has no quotes.status index today (verified by hitting
/api/collections/quotes). With the index, the combined counts
query drops from 138ms to sub-10ms on the live instance.
# Tests
6 new tests in quotes-service.test.ts:
- QUOTE_TAB_STATUSES contract (cancelled absorbs rejected,
no empty status lists unless special-cased)
- getQuoteStatusTabCounts buckets correctly into tabs
- Cache hit returns the same counts on second call
- bypassCache: true sees new state
- getQuotesDashboardData end-to-end: tab-scoped items +
global counts
- Regression guard for the cancelled/rejected bug
Mock infrastructure upgrade: the quotes-service mock's where
function is now a proper recursive-descent filter parser (handles
nested || inside parens, empty quoted values). getList mock now
returns totalPages.
Full suite: 1312/1312 pass.
Co-authored-by: Orca <help@stably.ai>
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.
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
- 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
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
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.
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 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
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).
- 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.
