Commit graph

96 commits

Author SHA1 Message Date
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
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
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
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
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
2bd8fcf247 fix: resolve PocketBase expand projection bug
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.
2026-08-06 01:33:16 +02:00
SJCoetz
12fa65a481 feat: add new order, invoice, and dashboard management tools
- Add server-side `/api/v1/dashboard` endpoint to reduce client-side payload and round trips
- Implement invoice upload and order-item SKU update APIs with complete test suites
- Refactor order and order-items list endpoints (including MCP tools) to support proper PocketBase filter and sort params
- Fix pagination validation for order-items route to clamp page ≥1 and perPage 1-500
- Add redirects in next.config.ts to map underscore collection paths to hyphenated API routes
- Improve buyer tasks page to avoid redundant tab count refetches when switching tabs
- Refactor collection confirm components with editable SKUs and updated accessibility labels
- Add cached admin PocketBase auth to minimize repeated authentication calls
- Add performance testing scripts for dashboard endpoint latency
- Update quotes list route to default to excluding archived counts
- Fix photo strip component text and labels for non-invoice documents
- Refactor sprint page to lazy load supplier/customer data for pricing modal
- Clean up unused imports in test files
- Add full test coverage for all new APIs, services, and components
2026-08-05 23:00:54 +02:00
SJCoetz
b3344f9f47 feat(mcp): quote PDF retrieval + order/quote attachment tools
Closes the four gaps the agent flagged for the email→quote→PDF→send
workflow:

NEW REST ROUTES
- GET  /api/v1/quotes/[id]/pdf/base64  — auto-renders the quote PDF
  (idempotent against an existing pdf_generated_at) and returns it as
  { pdf: <base64>, attachment_id, filename, size, content_type,
  letterhead }. 422 on placeholder customer / unpriced items. Used by
  the new quotes.get_pdf MCP tool to give MCP clients a way to
  download the rendered PDF — the streaming /api/v1/quotes/[id]/pdf
  endpoint is still available for the WebUI's iframe.

- POST /api/v1/orders/[id]/attachments  — uploads a file to the
  order's MATCHED QUOTE. PB has no order_attachments collection;
  orders share the quote_attachments table via their matched quote.
  201 returns the new attachment + matched_quote_id so the agent can
  confirm where the file landed.

NEW MCP TOOLS (catalog now 76, was 72)
- quotes.list_attachments   — list all attachments on a quote
  (generated PDF + original RFQ email attachments + operator uploads)
- quotes.get_pdf             — auto-render + return the PDF binary as
  base64 so the agent can save/forward/email it
- orders.add_attachment      — upload to an order (proxy to the new
  order upload route; multipart form)
- orders.list_attachments    — list attachments on an order (proxies
  the existing /api/v1/orders/[id]/matched-attachments route, which
  returns the matched quote's attachments)

The 'upload to a PDF' workflow is now: attachments.upload_for_quote
(or orders.add_attachment) → quotes.list_attachments to see what's
there (including the generated PDF) → quotes.get_pdf to download
the PDF → quotes.send_email with selectedAttachmentIds to ship it all.

WHY the existing 'attachments.upload_for_quote' was not enough:
the agent previously had no way to retrieve the rendered PDF binary
or to attach files to orders. Now it has both. The order upload goes
via the matched quote because that's the single attachment table in PB.

All 1382 tests pass (was 1378; +4 for the new tools).

Co-authored-by: Orca <help@stably.ai>
2026-08-05 11:51:23 +02:00
SJCoetz
c41908f4b7 feat(quote-items): CRUD via REST + MCP for AI auto-fill agents
Closes architectural gap #1 from the Giellie skill (the operator's AI
agent could ingest quotes via /api/mcp but had no way to enumerate,
add, or patch the resulting line items - every auto-price flow had to
stop and ask a human for the item IDs).

Adds:
  - GET  /api/v1/quote_items        (list w/ filter, sort, expand)
  - POST /api/v1/quote_items        (create on existing quote)
  - GET  /api/v1/quote_items/[id]   (fetch one)
  - PATCH /api/v1/quote_items/[id]  (whitelisted patch)
  - quote_items.list  MCP tool
  - quote_items.get   MCP tool
  - quote_items.create MCP tool
  - quote_items.update MCP tool

Patch whitelist on update is identical to bulk_update_quote_items:
  cost_price, selling_price, description, sku, unit, supplier, markup,
  pricing_source, pricing_notes, matched_price_list_id, user_edited
Everything else (id, quote, created, updated, quantity, is_processed)
returns 400 / MCP error with the allow-list echoed back so the agent
can self-correct.

quote_items.update does NOT enforce the already_priced skip - that's
the safety-net for bulk_update_quote_items. Single-row patches are
explicit writes.

Newly created rows have is_processed=false forced server-side; Giellie
still cannot flip the flag (architectural gap #2 unchanged - that's a
UI gate by design).

Also: removed "JEI" from quotes.company_letterhead select values on
the live PB - valid values are now ["CNL", "ISHERWOOD"]. Use the
uppercase form when setting this field.

Giellie skill doc refreshed: tool count 69 to 73, new "quote_items
CRUD" subsection, three new REST rows, architectural gap #1 marked
RESOLVED, hard rule #1 updated to cover the new endpoint, new worked
example for "add a missing line item + price it", change-log entry.

Tests: 82 passing across the three touched files (was 63 before).
Type-check: zero new errors (pre-existing 29 in
orders-service-review.test.ts unchanged).

Deployment: pending operator rebuild + redeploy. Until then
POST /api/v1/quote_items returns 404 and the new tools don't appear
in tools/list.

Co-authored-by: Orca <help@stably.ai>
2026-08-05 02:40:09 +02:00
SJCoetz
3ea7c9c189 feat(quotes): move completed+all to dedicated /quotes/archive page
Parallel to the orders archive treatment. On the live PB the
'Completed' tab on /quotes held 7,849 of 8,466 quotes (93%) and
the 'All' tab was 8,454. Same shape as orders: a 4k-id IN clause
blowing past PB's filter cap, with 'Page 1 of 392' on the tab
that operators didn't actually use for active work.

This commit moves both buckets to a dedicated /quotes/archive
page so:
  - Main /quotes is fast (active workflow: new, claimed,
    pending_approval, cancelled, delivery_note, email_failed,
    problem, templates = 542 quotes vs 8,466)
  - Archive can be honest about pagination
  - The badge counts on the main page stop being dominated by
    'Completed (7,849)'

# Service layer

- getQuotesArchiveData(params) in src/lib/server/quotes-service.ts
  - view: 'completed' (default, 7,849) or 'all' (8,466)
  - Strategy: one getFullList on quotes (fields: id,status) to
    populate the matching set AND the header counts in a single
    walk, chunk by 100 ids (PB's URL/filter cap is between
    4.5-6.7 KB), fire parallel getFullList queries on quotes
    with deep expand, sort + paginate in memory
  - Search hits quote_number, quote_reference, rfq_number,
    company, customer

- /api/v1/quotes/archive thin route: page, perPage, search,
  sort, view

# Page

- /quotes/archive/page.tsx: card list with header counts
  (completed / all badges), view toggle (Completed | All),
  search input, pagination footer. Click a quote to open
  /quotes/[id] in detail.

# Main /quotes updates

- Completed + All removed from the tab strip
- Counts on the main page now exclude completed + all
- 'Archive' button in the page header takes the operator to
  /quotes/archive
- Safety useEffect: if activeTab is completed/all (e.g.
  stale URL or local state), reset to 'new'

# Tests

4 new tests in quotes-service.test.ts:
  - Default 'completed' view returns only completed quotes,
    counts header includes both
  - 'all' view returns every counted-status quote
  - Search by quote_number and quote_reference
  - Empty result when no quotes match

# Also: webview tweaks by another agent

- /webview?src=hermes label in sidebar
- Hermes URL whitelist updated
- Some header text removed (the probe status remains)

Full suite: 1331/1331 pass.

Co-authored-by: Orca <help@stably.ai>
2026-08-04 20:25:13 +02:00
SJCoetz
3664eef898 feat(po): resend purchase order from sent / mail_failed / sending statuses
Work by another agent on the PO send flow. Adds a 'Resend' CTA
on the order detail page for POs that were already sent
(operator wants to send another copy to the supplier), plus
acceptance of the same flow from the modal. Includes:

- purchase-orders-service: accept 'sent' as a resend-from state
  (in addition to 'draft' and 'mail_failed')
- send-po-modal: title flips to 'Resend Purchase Order ...' when
  the PO was previously sent; 'Send' button becomes 'Resend'
- send-po-modal.test: covers the resend path
- orders/[id]/page: shows Resend button in the same sendable
  state group as Send (was draft / mail_failed, now also 'sent')
- purchase-orders pdf route: updates docstring to reflect that
  status is the outbound-email pipeline's responsibility
- stock-purchases pdf route: download URL uses file proxy for
  admin-auth compatibility

Co-authored-by: Orca <help@stably.ai>
2026-08-04 20:05:52 +02:00
SJCoetz
d33bb41a59 feat(orders): move delivered+cancelled to dedicated /orders/archive page
The 'Delivered' tab on /orders was broken \u2014 4,326 of 4,514 orders
(96%) have at least one delivered item. The old tab tried to
build a WHERE id IN (...) filter with 4,326 ids (~120 KB),
blowing past PB's ~4 KB filter cap and 400ing. This commit
moves historical orders to a dedicated page so:
  - The main /orders view is fast (22-28 active orders, not 4.5k
    historical)
  - The archive can be honest about its pagination ('Page 1 of
    217' is expected when looking for something from last month)
  - The badge counts on the main page stop being dominated by
    'Delivered (4,326)' / 'Cancelled (111)'

# Measured against the live PB

  /api/v1/orders/archive?page=1&perPage=2 \u2014 15.2s cold, 6.5 KB
  response. The 15s is the order_items.getFullList over 13,256
  items (the bottleneck; PB paginates over many round-trips).
  Per-row payload is the standard 5-6 KB for orders with deep
  expand. Subsequent pages within the same minute would be much
  faster since PB caches the order_items query.

# Service layer

- getOrdersArchiveData(params) in src/lib/server/orders-service.ts
  - Returns paginated list of orders with \u22651 item in
    (delivered, cancelled) status, plus per-status distinct
    counts for the header totals
  - Strategy: getFullList on order_items (ids + status only),
    dedupe + per-status counts in one pass, chunk the order ids
    by 100 (PB's URL/filter cap is between 4.5-6.7 KB) and fire
    parallel getFullList queries on orders with deep expand
  - Search hits order_number, company, customer, contact_name
  - Sort defaults to -created, override via the sort param

- /api/v1/orders/archive thin route: page, perPage, search, sort
  (no tab, no nocache \u2014 archive is one bucket, not a tab split)

# Page

- /orders/archive/page.tsx: card list with header counts
  (delivered / cancelled badges), search input, pagination
  footer. Click an order to open /orders/[id] in detail.

# Main /orders updates

- Delivered + Cancelled removed from the tab strip (passed
  tabKeys=['new','processing','collection_pool','collected'] to
  ItemStatusTabs)
- Counts on the main page now exclude delivered + cancelled
- 'Archive' button in the page header takes the operator to
  /orders/archive
- Safety useEffect: if activeTab is delivered/cancelled (e.g.
  stale URL or local state), reset to 'new'

# Tests

4 new tests in orders-service.test.ts:
  - Returns orders with \u22651 delivered/cancelled item, plus counts
  - Dedupe: one order with multiple matching items counts as 1
  - Search by order_number and contact_name
  - Empty result when no orders match

Full suite: 1321/1321 pass.

Co-authored-by: Orca <help@stably.ai>
2026-08-04 19:58:43 +02:00
SJCoetz
db1e7d6f76 perf(quotes): server-side tab filter, slim expand, combined counts + bonus bugfix
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>
2026-08-04 19:01:31 +02:00
SJCoetz
720f01e5b6 perf(orders): server-side tab filter, slim expand payload, single combined count query
Three rounds of fixes for the /orders page:

#1 Correctness \u2014 server-side tab filter
- Add `tab` query param to /api/v1/orders/list; the route validates
  it against TAB_GROUP_ORDER and threads it to getOrdersDashboardData.
- listOrdersWithItems now resolves order ids for the tab via
  getOrderIdsForTabGroup (using the existing tabGroupFilter helper),
  then fetches just those orders. The footer pagination reflects
  the matching set ("Page 1 of N"), not the global 4520-order
  count ("Page 1 of 226"). The "Processing (4)" badge now
  matches what page 1 actually shows.
- Client: fetchOrders depends on activeTab, so switching tabs
  triggers a fresh server-side query. The redundant visibleOrders
  client filter is removed. The empty state now nudges the operator
  to busy tabs ("Busy tabs: New (12) \u00b7 Delivered (4)").

#2 Perf \u2014 combined counts + targeted users + slim deep expand
- getOrderItemStatusTabCounts collapses 6 parallel per-tab
  getFullList calls into ONE combined query, with batch: 5000.
  6 filter scans \u2192 1 scan; ~9x fewer internal round-trips.
  Bumped cache TTL 30s \u2192 60s.
- Replaced users.getFullList with fetchRepUsersForOrders \u2014 only
  fetches the user ids the loaded orders actually reference.
- Dropped potential_quote from the deep expand (list view only
  checks the field's existence).
- Added a migration script for the order_items.item_status index
  (scripts/migrations/2026-08-04-...). Idempotent: the live PB
  already has the index per the schema export, so the script
  no-ops on most installs; documented as the recommended manual
  step in case an older instance is missing it.

#3 Perf \u2014 wire-payload limits on deep expand
- The quotes collection has unbounded text fields (email_body,
  email_message). Without limiting, the orders deep-expand was
  dragging the full email body of every linked quote into the
  list response \u2014 20 orders with deep expand = 1-5 MB JSON.
- The orders list now passes a `fields` param with the
  `expandField.subfield` syntax PB supports: only
  `quote.quote_number`, `company.company`, `customer.customer`,
  `customer.rep.{id,name,email}` come back, not the full records.
- The items query likewise limits fields to the 8 columns the list
  view + search predicate actually read; the supplier expand (not
  rendered per-line) is dropped.

Tests: 22 new tests in orders-service.test.ts (tab filter, cache
bypass, combined-query call count, pagination honesty, field-list
contract). Full suite: 1306/1306 pass. The mock's where helper was
upgraded to support || and != / =~ / !~ operators, and the
getFullList mock now honours the filter arg.

Realtime: debounce bumped 300ms \u2192 1000ms, and the realtime path
passes nocache=1 so the 30/60s tab-counts cache is bypassed on
changes the operator just made.

Co-authored-by: Orca <help@stably.ai>
2026-08-04 18:17:59 +02:00
SJCoetz
f819478bc0 feat(order-review): edit item description, show email body, fix duplicate key
Three review-modal polish items rolled up:

1. Persisted line items now expose a description input in edit mode
   (mirroring the existing qty / selling inputs). The save route +
   the orders service's `updateOrderItemsPrices` accept the new
   `description` field and write `description` + `po_description`
   together (rejecting a blank description per row, with a
   per-row failure entry so the operator can retry just those).

2. The source-of-truth panel now ALWAYS renders the email body, not
   only when there are no attachments. The body is collapsed by
   default and capped at `max-h-40` so the email stays a secondary
   audit block instead of pushing the operator's real work
   (line items + attachments) down the page. The toggle button is
   unchanged.

3. The chip strip and file list inside the source-of-truth panel
   were using `key={a.id}`. `orderAttachementsToQuotes` synthesizes
   every attachment with `id: order.id` (PB file URLs need
   `/files/{collectionId}/{recordId}/{filename}`), so a multi-file
   order was throwing 'Encountered two children with the same key'.
   Switched to `key={a.filename}` — unique per file in the
   multi-file field, leaves the file URL untouched.

The Order type grew `email_subject`, `email_sender`,
`email_body`, and `email_message_id`. These columns exist in the
live PB (the local `pb_schema-2.json` snapshot is reference-only
per AGENTS.md, so the drift is expected). `getOrderReviewData`
prefers the order's own `email_body` and falls back to the
related `quote.email_body` for legacy orders that pre-date the
snapshot columns — quoting the operator's outbound is better than
showing '(no body)'.

Co-authored-by: Orca <help@stably.ai>
2026-08-04 08:51:22 +02:00
SJCoetz
69175e493d feat(orders): show resolved sales rep name on order list and sprint
The order list and order sprint pages were rendering the rep column
with a raw PocketBase record id, which the operator could not
recognize. The data layer now resolves the rep through the user's
name:

- New `resolveRepDisplayName` helper (`src/lib/order-rep.ts`) takes
  the customer record's `expand.rep`, the `customer.rep` relation
  id, the legacy `orders.rep` text snapshot, and an admin-resolved
  user map, and returns a name (or empty when only an unresolved PB
  id is present).
- The orders service now fetches the user list alongside the order
  page/counts query and resolves the rep on the way out, so the
  client receives a `repName` per row. New endpoints
  `/api/v1/orders/list` and `/api/v1/orders/[id]/review` expose
  the read model; the page and sprint calls go through them.
- The list card and the sprint table + mobile card render the
  resolved name. An opaque PB id is never displayed.

Migrates `/orders` off `pb-helpers.ts` per the data-layer
discipline, and adds a shared browser-session helper for
`Authorization: Bearer <PB token>` validation in route handlers
that serve the dashboard UI (vs. the agent API).

Co-authored-by: Orca <help@stably.ai>
2026-08-04 08:50:54 +02:00
SJCoetz
e409e28ff3 feat(order-items): below-22% margin approval workflow
Blocks order-item edits when the operator saves below the 22% markup
threshold and routes them through a manager-approval gate before the
item can be processed.

- new `order-item-margin-approval-service` saves the submitted draft,
  stamps `item_status='approval_needed'`, then fires the configured
  n8n webhook; webhook failure leaves the item blocked and returns
  `webhookFired=false`
- new POST /api/v1/order-items/[id]/request-margin-approval browser
  endpoint gates the same flow with source='order_process' |
  'order_sprint'
- new `MarginApprovalDialog` shared by both order-process and
  order-sprint process surfaces — single source of truth for the
  submit/audit-note flow
- new `approval_needed` / `approval_rejected` item statuses; the
  order-process save path now returns 'blocked' when an item is in
  approval_needed so the operator can't re-edit past the gate
- order-sprint-process-modal now uses the same dialog so the
  below-threshold flow is consistent across both entry points

Tests: 21 new (service + route + sprint modal), 1231 → 1242 passing.

Co-authored-by: Orca <help@stably.ai>
2026-08-04 00:58:33 +02:00
SJCoetz
b84aefc2e2 feat: unify buyer task flows by supporting both customer orders and stock purchases in mark-ready API and UI, and fix PDF table layout responsiveness. 2026-08-03 18:52:30 +02:00
SJCoetz
b1c0c6030f fix(api): make list-pdf routes browser-accessible
Both new routes — GET /api/v1/stock-purchases/list-pdf and
GET /api/v1/stock-items/stocktake-pdf — were gated on
`assertAgentAuth`, which requires an `Authorization: Bearer
<AGENT_API_KEY>` header. Browser <a target='_blank'> clicks
don't send that header, so the buttons returned 401
'Unauthorized'.

The existing single-PO PDF route at
/api/v1/stock-purchases/[id]/pdf doesn't gate on
`assertAgentAuth` — it relies on the in-app session and uses
the admin PB instance. The two list PDFs are the same shape
(throwing reports, in-app origin, admin-scoped reads) so the
fix is to drop the gate. Auth now matches the single-PO PDF
and the invoicing delivery-note PDFs.

- Removed `assertAgentAuth(req)` from both routes; dropped the
  `agent-auth` import and the unused `req` parameter.
- Updated route JSDoc to describe the new auth contract and
  reference the single-PO PDF route as the precedent.
- Updated both route tests: dropped the 'returns 401 when auth
  is missing' case (no longer applicable) and the
  `AGENT_API_KEY` env-setup boilerplate. Test names updated
  to reflect the new contract — 'no auth required'.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 18:12:38 +02:00
SJCoetz
6bf8310ef6 fix(stock-purchase-send): use DASHBOARD_URL for outcomeUrl (was req.nextUrl.origin)
\`req.nextUrl.origin\` inside the Next.js process resolves to the
container bind address (e.g. \`0.0.0.0:3000\`), which the n8n
container can't reach — the v4 workflow's outcome callback
fails with \`ECONNREFUSED 0.0.0.0:3000\` and the stock PO gets
stuck on \`sending\` because the dashboard never receives the
status-flip callback.

Mirror the customer-PO route: build the callback URL from
\`process.env.DASHBOARD_URL\` (with trailing-slash trim). When
\`DASHBOARD_URL\` is unset the outcomeUrl is empty, and the
workflow's "outcomeUrl missing" branch fires cleanly.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 17:44:38 +02:00
SJCoetz
91d8363380 fix(stock-purchase-send): render auto-PDF in-process instead of HTTP self-call
The send-email route's auto-PDF block did an internal
\`fetch(/api/v1/stock-purchases/[id]/pdf)\` to render a PDF when
the operator hit Send on a stock PO without one. Cloudflare's
loopback filter rejects that self-call with a network-level
error before Next.js sees it, surfacing as 'fetch failed' in the
modal (status rolled to draft, route returned 500 with code
'pdf_failed').

Extract the PDF generation into \`generateStockPurchasePdf\` on
the service layer so the send-email route can render the PDF
in-process. Same pattern as the customer-PO flow's
\`generatePurchaseOrderPdf\`. The route stays a thin shim that
maps \`StockPurchasePdfValidationError\` to 422.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 16:51:07 +02:00
SJCoetz
e025b340b8 fix(api): use SAST date for PDF filenames + tighten list-pdf tests
Two changes:
- Filename dates now use the Africa/Johannesburg timezone rather than
  UTC, so a download generated at 00:30 SAST gets today's date
  (not yesterday's). The renderer call still uses ISO UTC for
  generatedAtIso — that's an audit timestamp, not a human-readable
  date. One 'now' is captured at the top so the two values can't
  drift across a millisecond boundary.
- The 200 tests now assert Content-Disposition (including the
  filename), Cache-Control, the service arguments, and the
  renderer arguments. vi.useFakeTimers pins the clock so the
  filename is deterministic.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 16:37:12 +02:00
SJCoetz
bbe3e1bd1f feat(api): GET /api/v1/stock-purchases/list-pdf + stocktake-pdf
Two list-report endpoints wired to the new PDF renderers. Both
auth via assertAgentAuth, ignore query params (always all rows),
and return application/pdf with attachment Content-Disposition.
The Stocktake PDF is sourced from the new listStockItemsForStocktake
service helper; the Orders PDF reuses the existing listStockPurchases
with perPage=200.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 16:29:57 +02:00
SJCoetz
469b2c0460 fix(api): preserve auth status + guard pagination against NaN
- Catch block now preserves error.status so assertAgentAuth's 401
  surfaces as 401, not 500. Matches sibling /api/v1/stock-purchases
  pattern.
- page/perPage parsing falls back to documented defaults on
  non-numeric or zero input rather than passing NaN to the service.
- Add 2 tests covering the auth-status and pagination boundaries.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 14:38:51 +02:00
SJCoetz
8cb4e9a60c feat(api): GET /api/v1/stock-purchases/list with value aggregation
Thin wrapper around listStockPurchases that validates the status
param against STOCK_PURCHASE_STATUS_VALUES (400 on bad input) and
caps perPage at 200. Mirrors the agent-auth pattern used by the
other v1 list routes.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 14:31:22 +02:00
SJCoetz
aea1ab67f3 fix(po-send): push dashboardBaseUrl + outcomeUrl on n8n webhook body
The n8n Code node that posts the SMTP outcome back to the
/api/v1/purchase-orders/[id]/send-email/outcome route couldn't
read env vars at runtime (N8N_BLOCK_ENV_ACCESS_IN_NODE=true in
docker-compose), so it composed the callback URL from fields on
the webhook body. The route never pushed dashboardBaseUrl or
outcomeUrl, so n8n fell back to a relative URL, the request
died, n8n returned HTTP 500, and the route flipped the PO to
mail_failed with a misleading '[webhook] Webhook returned HTTP
500' message.

DASHBOARD_URL is already defined in .env (labelled 'used by n8n
workflows to call back into this app') — the route just never
read it. Now the route pushes both the dashboard base and a
pre-built absolute outcome URL, trimmed of trailing slashes, and
omitted (not empty) when DASHBOARD_URL is unset so the existing
'missing' branch in n8n fires clearly.

A new test file asserts all three cases: with DASHBOARD_URL,
with a trailing slash, and without the env var.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 11:23:40 +02:00
SJCoetz
faaa47a4fe test(buyer-tasks): lock wire shape of mail_failed group in po_draft
The route is a pass-through, but the smoke test guards against a
future refactor silently dropping the new emailError field — the
operator's retry affordance depends on it.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 10:55:10 +02:00
SJCoetz
8616d5dbef fix(buyer-tasks): add emailError to route test fixture
The BuyerTaskGroup type gained an emailError field in the previous
commit. This pre-existing fixture constructs a BuyerTaskGroup
literal and now needs the field to compile. No behaviour change
in the test — emailError: null matches a clean draft.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 10:52:58 +02:00
SJCoetz
4444842ef5 feat: collection-map updates, todays-stops, quote/approval rework, buyer-tasks, e2e
- Add todays-stops test and component to collection-map
- Expand collection-map sidebar and pin-model
- Rework orders/[id]/process page
- Add quotes/[id]/page and process pages
- Add quotes/approvals/[id] page
- Add buyer-tasks generate-po route
- Add quotes partial-approve and pdf routes
- Add purchase-orders [id]/pdf route
- Add e2e create-flows spec
- Add superpowers plan doc
- Update pb_schema-2.json
- Update form components (company, customer, order, quote, supplier)
- Update UI components (button, command, dialog)
- Add collection-pool test components

Co-authored-by: Orca <help@stably.ai>
2026-08-03 09:33:45 +02:00
SJCoetz
0064555f22 chore(collection-confirm): cleanup nice-to-haves from final review
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-03 03:04:23 +02:00
SJCoetz
e2896264f4 fix(collection-confirm): add route validation + server-side actor derivation
Co-authored-by: Orca <help@stably.ai>
2026-08-03 02:35:58 +02:00
SJCoetz
dbf02e2511 fix(collection-confirm): restore Book to stock for stock rows + cost guard
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>
2026-08-03 02:29:20 +02:00
SJCoetz
3f228808ea feat(collection-confirm): add POST /api/v1/order-items/confirm route
Co-authored-by: Orca <help@stably.ai>
2026-08-03 01:03:52 +02:00
SJCoetz
fada6f155f feat(collection-confirm): add POST /api/v1/order-items/[id]/cost route
Co-authored-by: Orca <help@stably.ai>
2026-08-03 01:01:30 +02:00
SJCoetz
e860611980 fix(collection-confirm): log server errors and return generic message to client
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-03 00:59:02 +02:00
SJCoetz
bb10f1350b feat(collection-confirm): add GET /api/v1/collection-confirm route
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-03 00:51:37 +02:00
SJCoetz
d3c3e3908d feat(orders): forward company and rep in review-save route
Destructure company and rep from the request body and forward them
through updateOrderReviewFields' headerPatch. The service layer
(Task 1) already accepts and validates these fields; the route now
just plumbs them.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-31 15:29:43 +02:00
SJCoetz
811b2dca1c feat(stock-quick-draft): PATCH /api/v1/stock-quick-draft/line/[lineId]
Adds a PATCH handler next to the existing DELETE handler. Validates
JSON body, maps service result reasons to HTTP status codes, and uses
admin PB to bypass user-side collection rules.

Co-authored-by: Orca <help@stably.ai>
2026-07-31 13:40:06 +02:00
SJCoetz
6329a100e7 fix(stock-quick-draft): isolate new-SKU suppliers, fix empty-string pick, service layer
Co-authored-by: Orca <help@stably.ai>
2026-07-30 23:31:21 +02:00
SJCoetz
dfae2d0c8b feat(stock-quick-draft): no-history supplier dropdown fallback
Co-authored-by: Orca <help@stably.ai>
2026-07-30 23:18:48 +02:00
SJCoetz
8acb6dcf95 fix(stock-quick-draft): dedicated /drafts endpoint with nested shape, browser-auth
Co-authored-by: Orca <help@stably.ai>
2026-07-30 23:11:27 +02:00
SJCoetz
921ea4e63d fix(stock-quick-draft): parseInt limit + exhaustive status map
Co-authored-by: Orca <help@stably.ai>
2026-07-30 22:11:55 +02:00
SJCoetz
0515b1ce7c feat(stock-quick-draft): API routes (search, history, add-line, delete-line)
Co-authored-by: Orca <help@stably.ai>
2026-07-30 22:07:37 +02:00
SJCoetz
d3f8242e4f fix(orders-sprint): transition pending→processed, merge Unknown tabs, polish layout
Three issues on /orders/sprint, fixed together:

1. 'Process' was a no-op for the buyer queue. The modal saved
   supplier + cost + selling + markup + notes, but never wrote
   item_status or po_description, so items stayed 'pending' and
   reappeared on the next refresh — never reaching buyer-tasks.
   Now mirrors the canonical /orders/[id]/process saveItem gate:
   pending → processed only when supplier + cost + po_description
   are all set, and items already past 'processed' (stock_booked,
   po_generated, etc.) are never downgraded.

2. Two 'Unknown' tabs side-by-side: a hardcoded 'Unknown' tab for
   blank categories and a PB-managed 'Unknown / Other' tab for
   category id zgr50fji47r36wu. They had the same meaning and
   different colours. Now resolved by slug ('cat_unknown') and
   bucketing both into a single tab, matching how /sprint already
   tries to.

3. Layout polish: dark-mode-safe category pills (withAlpha helper),
   hidden redundant Category column when filtered to one tab,
   empty <th> given an aria-label, supplier-less cells no longer
   render an empty Badge box, and client-side bucketing so tab
   switches no longer trigger a full refetch + layout shift.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 23:06:11 +02:00
SJCoetz
6fa658df62 feat(buyer-tasks): require audit note when marking ready
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>
2026-07-29 22:38:00 +02:00
SJCoetz
76f1d79082 fix(buyer-tasks): prefill SendPoModal fields from buyer-tasks page
Co-authored-by: Orca <help@stably.ai>
2026-07-29 20:45:12 +02:00
SJCoetz
bcda00ac46 feat(buyer-tasks): POST mark-ready route
Co-authored-by: Orca <help@stably.ai>
2026-07-29 20:04:32 +02:00
SJCoetz
4f0be21732 feat(buyer-tasks): POST generate-po route
Co-authored-by: Orca <help@stably.ai>
2026-07-29 20:03:26 +02:00
SJCoetz
275a47e28f feat(buyer-tasks): GET /api/v1/buyer-tasks route
Co-authored-by: Orca <help@stably.ai>
2026-07-29 20:02:04 +02:00