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 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
This commit adds full quote PDF generation functionality with per-company letterhead branding:
- Server-side PDF rendering using @react-pdf/renderer matching the sample quote layout
- In-app modal PDF viewer with print, download, and new-tab controls
- Letterhead service to fetch and apply company-specific branding (CNL/ISHERWOOD)
- ZAR currency and date formatting utilities for South African quotes
- Updated QuoteAttachment type to handle PocketBase's array-based file tokens
- Fixed PocketBase attachment URL generation in quote email card
- Removed deprecated `included_in_quote` field from QuoteItem and quotes service
- Updated quote item creation test to validate draft item logic
- Added comprehensive unit tests for PDF rendering and formatting helpers
- Added dev scripts for debugging PDF and image rendering issues
- Added sample generated PDF files for visual verification
- Updated tsconfig to exclude development scripts directory
- Added @react-pdf/renderer production dependency
- Removed JEI as a valid letterhead option per requirements
- Add `user_edited` field to QuoteItem type to gate AI rewrites on user-edited content
- Add idempotent migration script to add and backfill the `user_edited` field across quote items
- Replace plain Select components with searchable SupplierSearch combobox across order and quote pages
- Add working days calculation utility and aged quote warning badges for overdue quotes
- Implement expandable row previews in the quotes list view
- Add full AI rewrite workflow: backend API endpoint, frontend modal, and n8n workflow definition
- Update package scripts for the new migration
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
This commit implements the full inbound quote email processing workflow and atomic quote numbering:
- Add PocketBase collections for monthly atomic quote counters, email attachments, and threaded replies
- Add idempotent migration script to set up new collections and add deduplication field to existing quotes table
- Implement `/api/v1/quotes/next-number` endpoint for properly formatted Q-YYYY-MM-NNN quote numbers
- Add MCP tools for idempotent quote creation, reply threading, and message ID lookup
- Add end-to-end and concurrent smoke tests for pipeline validation
- Update TypeScript types for new quote-related entities
- Update project documentation and package.json scripts
- Mark quote email intake as complete in the parity backlog
- Add n8n v2 workflows for automated email monitoring and error alerts
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.
