Commit graph

414 commits

Author SHA1 Message Date
SJCoetz
63048e51c9 feat: add AI quote processing pipeline and admin settings UI
Add complete end-to-end AI-powered quote extraction workflow:
- Disable PB SDK auto-cancellation to support parallel batch requests
- Add required runtime dependencies for AI processing and document parsing
- Implement AI settings backend, operator UI, and REST API routes
- Add quote ingestion, insight population, and manual re-run AI endpoints
- Build service layers for quote items, AI settings, and structured item insights
- Fix attachment upload handling and quote item history blob parsing
- Add supporting migrations, smoke tests, and shared utility functions
- Export previously private helper functions for cross-service reuse
2026-08-09 16:17:29 +02:00
SJCoetz
b52de77f8c fix(sprint): filter stale quote items, add cleanup migrations
- Update sprint page query to only show unprocessed items from active (new/claimed) quotes, plus orphans
- Add one-shot migration to mark existing stale unprocessed quote items as processed
- Add one-shot migration to fix duplicate Q202608235 quote number entries
- Refine comments in the sprint page component for better maintainability
2026-08-07 20:15:46 +02:00
SJCoetz
30cc4fc5d2 Merge feat/order-item-context-block: replace AI Insights with deterministic context block
Co-authored-by: Orca <help@stably.ai>
2026-08-07 07:17:35 +02:00
SJCoetz
2de8cf1a56 chore(context): lint + build adjustments
Co-authored-by: Orca <help@stably.ai>
2026-08-07 03:04:28 +02:00
SJCoetz
f5185d3a2c feat(context): swap orders-page AI history ⓘ for context popover
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:59:27 +02:00
SJCoetz
995b7ed675 feat(context): swap sprint modal AI Insights for context panel
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:58:47 +02:00
SJCoetz
c5fbb7422f test(context): OrderItemContextPopoverTrigger UI tests
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:55:39 +02:00
SJCoetz
f75c1b2bbd feat(context): OrderItemContextPopoverTrigger (ⓘ on orders page)
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:55:14 +02:00
SJCoetz
b3a73c0040 test(context): OrderItemContextPanel UI tests
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:54:24 +02:00
SJCoetz
efd2ad6540 feat(context): OrderItemContextPanel (inline expandable, 4 rows)
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:53:21 +02:00
SJCoetz
5291fd2fd1 test(context): /api/v1/order-items/[id]/context route tests
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:50:44 +02:00
SJCoetz
7ad7375dd2 feat(context): GET /api/v1/order-items/[id]/context route
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:46:18 +02:00
SJCoetz
351c1b2b96 test(context): getOrderItemContext unit tests (null, quote, stock low/out, invoiced)
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:42:57 +02:00
SJCoetz
ced25be47a feat(context): implement getOrderItemContext (5 PB reads, fuzzy fallback)
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:34:45 +02:00
SJCoetz
18afe7d2d9 feat(context): add order-item-context-service skeleton + types
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:23:45 +02:00
Claude
357decbb2b docs(plan): order-item context block — 12 TDD tasks
Implementation plan for the spec at
docs/superpowers/specs/2026-08-07-order-item-context-block-design.md.

Tasks: backend service skeleton + impl + tests, /api/v1/.../context
endpoint + tests, OrderItemContextPanel + tests,
OrderItemContextPopoverTrigger + tests, sprint modal wire-in, orders
page wire-in, full test suite + build smoke.

Each task follows a TDD cycle: write failing test, run to confirm,
implement minimal code, run to confirm pass, commit.

Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:18:28 +02:00
Claude
3f82b0784d docs(spec): order-item context block (sprint modal + orders page)
Replaces the AI Insights section in order-sprint-process-modal with a
deterministic PocketBase-derived context block (last quote, last order,
last invoiced, stock). Same backend exposed as a popover trigger on
the orders detail page, replacing the existing AI-history ⓘ there.

Backend: new src/lib/server/order-item-context-service.ts +
GET /api/v1/order-items/[id]/context. Reuses pure helpers from
item-history-service (normaliseSkuForHistory, findBestDescriptionMatch,
aggregateSuppliers, computeCheapest).

UI: new <OrderItemContextPanel/> (inline expandable for the sprint
modal) and <OrderItemContextPopoverTrigger/> (ⓘ popover for orders
page). Apply = cost + supplier only; selling stays locked to the order.

Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:16:31 +02:00
SJCoetz
f35779369a fix(stock-purchase-items): drop dead drv_collected_at write to unblock build
The markLineCollected service and the stock-orders page's
handleAssignDriver (delivery-sentinel auto-collect path) both
wrote `drv_collected_at` to `stock_purchase_items`, but that
field exists on `order_items`, not on `stock_purchase_items`
(verified against pb_schema-2.json). Per AGENTS.md "select
fields are not self-service", PB would 500 both writes at
runtime. The TS error from the service was the build break
flagged in the 2026-08-06 23:34 deployment.

The page.tsx write was a latent runtime bug — TypeScript
never caught it because PB's loose `update` patch typing
accepts any field name. Both writes are removed; the
collection moment is captured by PB's `updated` timestamp on
the line row, which is sufficient for the auto-collect audit
trail. Inline comments point to FEATURE-REQUESTS as the
follow-up if a dedicated collection-date field is wanted
later (would need a PB admin schema change).

Also drops the matching test assertions that read
`drv_collected_at` off the response and replaces them with
a comment explaining the absence.

Tests: vitest 59/59 across stock-purchase-items-service +
stock-orders/[id]; npm run build compiles clean
(Next.js 16.2.6 Turbopack + TypeScript).

Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-07 01:39:03 +02:00
SJCoetz
fe8a3c6872 feat: rework invoicing stock booking section
Move StockBookingSection from above the tab strip into the To Invoice tab's card list for consistent visual styling. Add expandable, lazy-loaded purchase order line items with session-based caching to reduce redundant network requests. Update component UI, styling, and documentation, and fix test mocks to prevent conflation of stock_purchases and order_items collection calls. Add ZAR currency formatting helper for displaying stock line item costs.
2026-08-07 01:07:56 +02:00
SJCoetz
c4125ee40a feat: add split-invoice stock PO workflow and supporting tooling
Ship full split-invoice stock purchase order workflow:
- Add 5 new MCP tools for per-line stock purchase item management and catalogue updates
- Add idempotent database migration adding sku, unit, and supplier_sku fields to stock_purchase_items
- Implement service layers for all new operations, including auto-closing the parent PO when all lines are fully collected
- Add complete test coverage for new services and API routes
- Update all relevant documentation including MCP API specs, agent instructions, and feature request logs
2026-08-07 00:53:29 +02:00
SJCoetz
d167f81ad5 feat(stock-orders): inline cost_price editing on lines table
Co-authored-by: Orca <help@stably.ai>
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-06 23:36:27 +02:00
SJCoetz
d5ed390de4 feat(pb): add stock_purchases.additional_attachments file field (migration)
Co-authored-by: Orca <help@stably.ai>
2026-08-06 23:32:12 +02:00
SJCoetz
bbfe20ec2d docs: register stock_purchases.add_attachment in feature backlog + API reference
Co-authored-by: Orca <help@stably.ai>
2026-08-06 23:29:55 +02:00
SJCoetz
dd57d29de3 feat(stock-orders): attachments card on detail page
Co-authored-by: Orca <help@stably.ai>
2026-08-06 23:29:00 +02:00
SJCoetz
f89bbb3a35 feat(mcp): add stock_purchases.add_attachment tool
Co-authored-by: Orca <help@stably.ai>
2026-08-06 23:24:00 +02:00
SJCoetz
ccf04bc39f feat(api): add stock-purchase attachments delete route
Co-authored-by: Orca <help@stably.ai>
2026-08-06 23:21:25 +02:00
SJCoetz
a72c5ca0a7 feat(api): add stock-purchase attachments upload route
Co-authored-by: Orca <help@stably.ai>
2026-08-06 23:21:00 +02:00
SJCoetz
70c158b374 feat(stock-purchases): add additional_attachments service helpers
Co-authored-by: Orca <help@stably.ai>
2026-08-06 23:20:26 +02:00
SJCoetz
9e118a3b5f feat(stock-purchase): split warehouse confirm from accountant booking
Repositioned booking responsibility: warehouse confirms physical
collection only (records quantity_received + flips header to
"received"); the accountant books into inventory via the new
invoicing flow once the supplier invoice is processed. This way
the payment-cycle reasoning lives at the booking step, not at
receipt.

Changes
- Migration: add booked_at + booked_by to stock_purchases
- Service: bookStockFromInvoice (accountant-side, splits from
  bookStockRows)
- API route: POST /api/v1/invoicing/stock-book
- UI: stock rows surfaced on invoicing page (StockBookingSection)
- UI: stock-purchase detail page
  - Driver picker on header (sentinel "delivery" user auto-collects
    every line, real drivers set assigned_to_driver)
  - "Confirm collection" replaces "Mark received" (warehouse-side
    only — no inventory writes)
  - Cancel button with confirmation dialog
- collection-confirm: confirmStockRows stripped of inventory writes;
  the prior /api/v1/collection-confirm/book-stock route was renamed
  to /confirm-stock and is now strictly the warehouse-side confirm
- Tests for all new flows (5/5 passing on the stock-order detail
  page; 10/10 on StockBookingSection)

Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-06 23:01:15 +02:00
SJCoetz
df87094eb9 chore(playwright): add 2026-08-06 test artifacts
Add captured Playwright page state snapshots and console logs from the 2026-08-06 test session, stored in the .playwright-mcp directory.
2026-08-06 19:38:39 +02:00
SJCoetz
bf54511db1 fix(buyer-tasks): make card layout mobile-friendly
At <=640px the buyer-tasks card content was crushed by the action
column sitting beside it: the PO number badge broke mid-string
('PO-2026-08-042' wrapping to 4 lines), supplier names wrapped to
6 lines, and the new 'Sent to ...' caption overlapped the PO
badge on the PO Sent tab.

Three responsive tweaks, all using Tailwind breakpoint utilities:

1. Outer card container switches from 'flex items-start' to
   'flex flex-col sm:flex-row sm:items-start'. The action column
   drops below the info column on mobile, giving the info all the
   available width and the buttons full-width tap targets.

2. PO number badge gains 'whitespace-nowrap'. The badge stays
   atomic; the parent's 'flex-wrap' carries the whole badge to a
   new line when it doesn't fit.

3. PO Sent right column: buttons stack vertically on mobile
   ('flex-col sm:flex-row' + 'flex-1 sm:flex-none' on each
   button) and the caption switches from 'text-right' to
   'text-left sm:text-right' so it sits under the buttons.

Desktop layout is unchanged — verified at 1280px that the
side-by-side buttons, right-aligned caption, and inline single
button all still render exactly as before.

Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-06 18:21:38 +02:00
SJCoetz
d2ffbea6bc feat(buyer-tasks): show recipient + send date on PO Sent card
Adds a small muted caption under the Re-Send / Mark as ready buttons
on the PO Sent tab showing the email address the PO was sent to and
the send timestamp (en-GB short format like '5 Aug 2026, 14:23').

Data sources come from the existing BuyerTaskGroup.emailPayload
exposed in commit f61c173 — no new PB fields, no new types. The
caption only renders when sentAt is present, so legacy rows (or a
fresh draft flipped to po_sent without a successful send) stay clean.

Visible on mail_failed too: the operator can see who we tried to
reach and when, alongside the existing 'Mail failed' banner.

Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-06 18:16:22 +02:00
SJCoetz
f3052bfd40 Merge branch 'feat/buyer-tasks-resend-task1'
Adds a Re-Send button next to Mark as ready on the PO Sent tab of the buyer-tasks page. The button opens the existing SendPoModal in resend mode, pre-filled from the PO's previous email_payload (to/cc/bcc/subject/body). Also migrates the hardcoded purple Mark-as-ready color to the themed primary token, and fixes the mail-failed 'Resend' label that previously opened the wrong dialog.
2026-08-06 18:11:59 +02:00
SJCoetz
add7ab3302 fix(send-po-modal): seed default body when resend has no prior email_payload
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-06 18:10:08 +02:00
SJCoetz
abdc3a4d9f fix(send-po-modal): preserve previous message body on resend (don't overwrite with default template)
Co-authored-by: Orca <help@stably.ai>
2026-08-06 18:06:22 +02:00
SJCoetz
f61c173a1a fix(buyer-tasks): surface PO email_payload + attachments on group for resend modal prefill
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-06 18:01:58 +02:00
SJCoetz
6008f17c9a feat(buyer-tasks): add Re-Send button on PO Sent tab + theme-token cleanup
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-06 17:43:17 +02:00
SJCoetz
ff94086ec0 docs(plan): add implementation plan for Re-Send button on PO Sent tab
Co-authored-by: Orca <help@stably.ai>
2026-08-06 17:34:28 +02:00
SJCoetz
3a954982d0 docs(spec): add Re-Send button on PO Sent tab of buyer-tasks
Co-authored-by: Orca <help@stably.ai>
2026-08-06 17:33:25 +02:00
SJCoetz
7f477ca949 fix: resolve PO bug, add sku, improve webhooks
Add `sku` to the order_item.patch MCP tool whitelist and update its documentation
Fix stuck stock POs in buyer tasks po_sent tab by filtering out downstream statuses
Rewrite margin approval webhook to use fire-and-forget dispatch to avoid UI blocking, add server-side error logging
Add MCP feature requests and local setup documentation
2026-08-06 13:13:57 +02:00
SJCoetz
4a69b57ec2 docs(pdf): remove stray duplicate 'from quoteSubtotal() in two ways:' line
Co-authored-by: Orca <help@stably.ai>
2026-08-06 12:22:22 +02:00
SJCoetz
68dcdd565d chore(pdf): silence unused-vars on intentional totalAmount destructure
Co-authored-by: Orca <help@stably.ai>
2026-08-06 12:21:00 +02:00
SJCoetz
180288e6e3 test(pdf): add render smoke tests for PO PDF (covers VAT totals)
Co-authored-by: Orca <help@stably.ai>
2026-08-06 12:13:52 +02:00
SJCoetz
07900075a4 docs(pdf): move VAT bullet to Layout block + tidy effective-qty comment
Co-authored-by: Orca <help@stably.ai>
2026-08-06 12:08:14 +02:00
SJCoetz
7a6e32cadb feat(pdf): add 15% VAT line + VAT-inclusive Total to PO PDF
Co-authored-by: Orca <help@stably.ai>
2026-08-06 12:02:55 +02:00
SJCoetz
a1714833a8 docs(pdf): fix poSubtotal JSDoc summary (effective-qty prose) + tidy blank lines
Co-authored-by: Orca <help@stably.ai>
2026-08-06 12:00:48 +02:00
SJCoetz
965f3e3bbe docs(pdf): restore poSubtotal JSDoc + clarify fallback uses || not ??
Co-authored-by: Orca <help@stably.ai>
2026-08-06 11:56:51 +02:00
SJCoetz
b3d9eeb5ce feat(pdf): add poSubtotal helper for PO PDF totals
Co-authored-by: Orca <help@stably.ai>
2026-08-06 11:54:23 +02:00
SJCoetz
40d069b5aa docs(plan): add 15% VAT to supplier PO PDF implementation plan
Co-authored-by: Orca <help@stably.ai>
2026-08-06 11:48:21 +02:00
SJCoetz
a663de2d36 docs(spec): clarify placement of vat computation
Co-authored-by: Orca <help@stably.ai>
2026-08-06 11:45:11 +02:00