Commit graph

398 commits

Author SHA1 Message Date
7d2132e000 fix(pos): fix uncaught 500 on checkout, allow overselling into negative stock
- checkoutSale's stock-availability loop called pb.getOne() with no
  try/catch, so a stale/deleted stock_item_id in a persisted cart
  threw all the way up to a bare 500 with no useful message. Now
  caught and returned as a clear pb_error the till can display.
- Removed the insufficient-stock block entirely: the till is used
  ahead of a physical stock take, so a sale must never be blocked
  for lack of stock — current_qty is now allowed to go negative and
  gets corrected at the next stock take. Drops the now-dead
  insufficient_stock/shortages branches from the route, service
  types, and client error handling.
2026-09-04 13:00:12 +02:00
85761a8698 fix(orders): improve error handling for order creation and enforce email body length limit
Enhanced error messages to include specific field validation details from PocketBase, allowing callers to identify issues more easily. Additionally, implemented a safeguard to truncate the email body to a maximum of 5000 characters to prevent validation errors from surfacing as generic messages.
2026-09-04 12:55:53 +02:00
46d5d540a0 feat(pos): letterhead service + 2 API endpoints + vat_percent on Letterhead type 2026-09-04 09:13:53 +02:00
aed3f5c861 feat: implement discount functionality in POS system
Added support for discounts in the POS checkout process, allowing operators to apply either a fixed amount or a percentage off the gross total. Updated the state management to include discount details and modified the receipt and cart rendering to display pre- and post-discount values. Enhanced the checkout API to handle discount inputs and ensure proper calculations. Updated relevant tests to cover new discount logic.
2026-09-03 12:19:21 +02:00
c64e5dc2ab feat: expand customer relation in PDF generation
Enhanced the PDF generation for quotes by expanding the customer relation to include the associated company information. This allows the company name to be displayed prominently in the "TO:" block of the PDF, improving clarity for users. Updated test data to reflect the new structure and ensure proper rendering of the company name when available.
2026-09-02 11:40:50 +02:00
ccb27db82f feat: add phone view link to dashboard
Introduced a new link in the dashboard that allows users to access the mobile view of the application. The link features a smartphone icon and is styled for better visibility, enhancing user navigation options.
2026-09-02 11:06:15 +02:00
23d4e8dfe1 chore: update page.tsx 2026-09-02 01:38:33 +02:00
058803d90f chore: update AGENTS.md 2026-09-02 01:17:05 +02:00
ac201cb0a1 fix: preserve destination through the login redirect
Auth gates redirected to a bare /login with no memory of where the
user was headed, and the login page always sent them to /dashboard
afterward — so opening the /m PWA while signed out landed you on the
main dashboard instead of back on /m. Both gates now pass ?next=,
and login honors it (falling back to /dashboard if missing/unsafe).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-01 15:47:27 +02:00
2014814c84 feat(deliveries): click-to-expand DN items panel
Adds a chevron button at the left edge of every delivery-note row on
/deliveries. Clicking reveals an inline items panel (description +
qty) so the operator can match against the printed DN paper in their
hand before loading.

Items come from a client-side filter of the order group's items array
(items.filter(i => i.delivery_note === dn.id)). No new server endpoint.
DNs whose items aren't in the order group's slice show a 'See full DN →'
link to /delivery-notes/[id].

Expand state is held at the OrderGroupView level as a Set<string> of
expanded DN ids — independent per DN, resets on refresh. (State lifted
to OrderGroupView rather than DeliveriesPage because order.items is
already in scope there; avoids prop-drilling through CustomerGroupView.)

Service change: deliveries-service.listDeliveryItems now fetches the
delivery_note (relation id) + unit fields on each item, so the page
can filter and render units without an extra round-trip.

Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-09-01 12:15:35 +02:00
742010a9a9 chore(login): simplify to login-only, remove register/reset tabs
The /login page previously had three tabs (Login / Register / Reset
Password) wired through useAuth(). The Register and Reset handlers
were removed in this pass — only the Login form remains, plus a
small UI/styling cleanup that was collateral.

- Drop Tabs imports + the active-tab state plumbing
- Drop regName/regEmail/regPassword/regConfirm + resetEmail state
- Drop handleRegister + handleReset handlers (login-only now)
- Drop useAuth().register / useAuth().requestPasswordReset destructuring
- Trim the local stylesheet comments that referenced the Base UI
  tabs triggers (no longer applicable)

Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-09-01 02:11:28 +02:00
bd328d40dc feat(deliveries): enrich DN row subline with customer/order/paperclip
The /deliveries To Load + Back from Driver + Checked In tabs each
render delivery-note rows showing only 'DN {number}' + a one-line
status subline. Operators couldn't identify the customer or tell
whether the signed copy was back without scrolling up to the
customer/order group header.

Replace the existing subline with a compact pieces list:
customer name (truncated, with title tooltip) · company name ·
parent order number · signed-copy indicator (paperclip icon +
filenames in title=) · delivery date (if set). Counter-pickup DNs
(no parent order) collapse to 'Counter pickup' in italic.

All data is already on the row payload from /api/v1/deliveries —
no server or schema changes.

Also removed the now-unused 'subline' const that the prior
implementation used for the old single-line status subline.

Verified visually via dev server: counter-pickup fallback renders
correctly ('Counter pickup' italic). Order-attached and signed-copy
code paths are structurally correct per the spec — would need a
DN with order + signed files in the live data to exercise them,
but no such DN was visible in the current dev data.

Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-09-01 02:09:49 +02:00
dc8436e832 feat(orders): surface order age as colour-coded badge
Replaces the bare formatDate(order.created) string in the order card
metadata slot with an OrderAgeBadge component. The badge shows 'today'
or 'Xd old' with colour coding by bucket (green/amber/orange/red).
The absolute date is preserved in the badge's title= tooltip.

Bucket math lives in src/lib/order-age.ts (covered by 14 unit tests).
This change is rendering-only — no server or schema impact.

Note: dev-server smoke check was blocked by a pre-existing data bug
where the /api/v1/orders/list endpoint returns 0 orders across all tabs
for both admin and david.els users, despite the tab counts showing
22/18/14/17/168/0 — investigated, unrelated to this change. The
OrderAgeBadge will render correctly once that bug is fixed.

Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-09-01 02:05:07 +02:00
27efc8628c feat(dashboard2): show last month's selling value alongside the delta
Selling card now reads "+12% vs previous · R 200,000" instead of just
"+12% vs previous". Optional previousValue prop on RepKpiCard; the other
3 cards don't pass it, so their format is unchanged.
2026-09-01 02:04:25 +02:00
42916f2948 fix(dashboard2): surface PocketBase error details in /api/v1/rep-dashboard
PB SDK rejects filters with a generic "Failed to fetch." wrapper, but the
real reason lives in error.response.data.message (or .data.message).
Walk the chain so the page's inline error UI shows the actual PB message
instead of a useless generic toast. Also log the full error server-side.
2026-09-01 02:00:55 +02:00
f84d14fe4d fix(dashboard2): show error inline instead of getting stuck on Loading
- Track explicit `error` state; render an inline error panel with a Try-again button when the fetch fails and we have no data to display (previously the toast fired but the page sat on the Loading… screen forever)
- Add `content-type: application/json` header (matches /dashboard convention)
- Switch gate from `loading || !data` to `loading && !data` so we don't hide data once it's loaded
- Defer the initial fetch via setTimeout(0) and only start the realtime subscriptions AFTER the first successful load, so a slow first fetch doesn't race with realtime events
2026-09-01 01:58:38 +02:00
c9096dfd84 feat(dashboard2): trim Row 1 to Selling-only with last-month delta
- Drop Cost and Markup gauge — Selling is the headline the rep cares about
- monthRevenue is now {sellingThisMonth, sellingLastMonth}
- One combined PB query covers both months; classify each row by date in code so the delta costs zero extra round-trips
- RepKpiCard gains a format="currency" prop so Selling renders ZAR-formatted with a delta arrow (mirrors the quote-count cards)
- Row 1 grid adjusts from 6-col to 4-col to match the new card count
2026-09-01 01:55:52 +02:00
f7938375f6 feat(dashboard2): move Selling/Cost/Markup up to Row 1 alongside quote KPIs
All 6 headline numbers now sit on a single row at the top (grid-cols-1 / sm:grid-cols-3 / lg:grid-cols-6). Gauge is shrunk to size=140 so it fits a 6-col grid; sublabel trimmed to single-line currency pair so it doesn't wrap inside the narrow card.
2026-09-01 01:52:22 +02:00
9abc7d4d03 feat(dashboard2): split Selling/Cost into KPI cards, parallelize data fetches
- Row 3 now shows separate Selling + Cost KPI cards (ZAR-formatted) plus the Markup gauge
- Outstanding-quotes, outstanding-order-items probe, and month-revenue queries now run in parallel via Promise.all (was sequential, costing ~300ms)
- Outstanding-order-items probe capped at 200 rows so a single rep's data stays in a single PB round-trip instead of paginating
2026-09-01 01:49:57 +02:00
23050e3dc6 feat: add /dashboard2 rep-scoped dashboard page 2026-09-01 01:36:53 +02:00
afb396b03b feat: add /api/v1/rep-dashboard route 2026-09-01 01:36:35 +02:00
9cf8e39b65 test(invoicing): mock useAuth to keep rep-filter a no-op in tests 2026-08-31 23:38:06 +02:00
ed07617827 feat(delivery-notes): filter list to the logged-in rep's own notes 2026-08-31 23:28:02 +02:00
29eb003cd6 feat(invoicing): filter rows to the logged-in rep's own orders 2026-08-31 23:27:23 +02:00
8faa4437b6 feat(quotes): filter list to the logged-in rep's own quotes 2026-08-31 23:26:42 +02:00
defa481661 feat(orders): filter list to the logged-in rep's own orders 2026-08-31 23:25:44 +02:00
392a76fef7 fix(boss-dashboard): show raw claim count + fix stale window on tab switch
"Claimed" was gated to emailed/approved/sent quotes, undercounting reps
who claim a lot but haven't pushed everything out yet (e.g. Karin showed
1 instead of her actual 4 claimed today). Swap in quotesLoaded so it
reflects total quotes processed, any status.

Also fixes tab switching (Today/Week/Month) needing a manual refresh to
show the right numbers: selectWindow() called fetchData() before the
activeWindowRef mirroring effect had run, so the fetch used the
previous tab's window. Now set synchronously in the click handler.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-31 22:38:41 +02:00
e1f14d9c48 fix(boss-dashboard): make /m installable as a PWA
manifest-mobile.json had an empty icons array, which blocks Chrome's
install prompt entirely. Point it at the existing android-chrome
192/512 icons and override appleWebApp.title to "Boss" so iOS
Add-to-Home-Screen matches the manifest's short_name instead of
inheriting the root layout's "WFDASH".

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-31 22:14:48 +02:00
e722788ab0 refactor(boss-dashboard): simplify rep card to loaded/claimed/orders
Drop the separate quotesLoaded metric and relabel quotesDoneFor as
"loaded" and quotesDoneBy as "claimed" — two near-duplicate numbers
per rep card was more confusing than useful.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-31 22:14:43 +02:00
f05fc5d9cf fix(boss-dashboard): filter to active reps only + fix PB date-filter bug
The reps list seeded a row for every `users` record (admin, test
accounts, drivers, duplicate entries), not just the 6 real sales reps.
Also, window filters built with toISOString() used a "T"-separated
date PB's filter engine doesn't match against `created`, so every
window silently returned zero rows — the whole dashboard read 0
regardless of real activity. Same fix pattern already used in
order-delivery-note-link-service.ts / order-order-duplicate-link-service.ts.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-31 22:14:40 +02:00
40993ce8f8 refactor: remove check-progress and run-backfill scripts; add DELETE endpoint for quote_items
This commit deletes the check-progress.mjs and run-backfill.mjs files, which were previously used for order processing and backfilling tasks. Additionally, it introduces a DELETE endpoint for quote_items, allowing for the deletion of quote items by ID, along with corresponding tests to ensure proper functionality and error handling.
2026-08-31 18:36:15 +02:00
9f27e9d4f1 feat(stock): beforeunload warning when pricing draft is dirty 2026-08-31 17:15:42 +02:00
7aaed60860 feat(stock): persist pricing draft to localStorage 2026-08-31 17:14:34 +02:00
759e05048c feat(stock): edit-pricing mode + dirty rows + apply bar 2026-08-31 17:12:28 +02:00
104cf4cc6c feat(stock): missing-pricing-only filter on /stock 2026-08-31 17:08:26 +02:00
f63fb7d8fc feat(stock): show pricing columns toggle on /stock 2026-08-31 16:57:25 +02:00
Claude
a4bfef123b fix(stock): return 400 (not 500) for malformed PB id in set-pricing route
Code-review feedback from Task 4: the verbatim plan source had a
`throw new Error(...)` inside the per-row .map() that escaped
synchronously as an HTTP 500 instead of the structured 400 envelope
the rest of the route uses for validation errors. Swap .map() for a
for-of loop that returns the structured 400.

Verified:
- Bad id → 400 {code: "validation_error", ...}
- Happy path → 200 unchanged
2026-08-31 16:56:03 +02:00
6f8c6da0fe feat(stock): add POST /api/v1/stock/items/set-pricing 2026-08-31 16:54:03 +02:00
e66437322f Revert "feat(orders): add Duplicates tab surfacing flagged duplicate orders"
This reverts commit b4855a9c9f.
2026-08-31 16:34:37 +02:00
8ae4592108 feat(orders): add since=YYYY-MM-DD to backfill endpoint for scoped re-scans
Lets the operator scope a backfill to recent orders so off-peak
sanity passes don't disturb the active workflow. e.g.:

  POST /api/v1/orders/backfill-duplicate-checks?limit=200&since=2026-08-24

rescans the last 7 days up to 200 rows. Combines with limit/skip;
rejects malformed dates with 400 instead of silently no-op'ing.
2026-08-31 11:34:46 +02:00
b4855a9c9f feat(orders): add Duplicates tab surfacing flagged duplicate orders
Cross-cutting review tab at the end of the strip — lists every order
with any of the three duplicate-detection flags set:
  - order_number_duplicate
  - potential_duplicate_order
  - potential_delivery_note

Implementation:
  - src/lib/item-status-ui.ts: add 'duplicates' to TabGroup + visual +
    TAB_GROUP_ORDER (placed last so it doesn't compete with
    active-workflow tabs). Empty array in TAB_GROUP_ITEM_STATUSES
    (it's not an item-status group — the duplicates tab is
    cross-cutting on order-header fields).
  - src/lib/server/orders-service.ts: add duplicateOrderFilter() +
    orderHasAnyDuplicateFlag() helpers. listOrdersWithItems routes
    tabGroup='duplicates' to a PB filter on the orders collection
    (separate from the item-level tabGroupFilter the other tabs use).
    getOrderItemStatusTabCounts counts duplicates independently so
    the badge stays accurate even when the active-workflow counts
    are filtered out.
  - src/app/(app)/orders/page.tsx: add the tab to the strip + an
    empty state with the purple #a855f7 visual.
2026-08-31 11:30:09 +02:00
0282d43109 feat(pos): add customer search behind /api/v1/pos/customers
Keeps the till free of PocketBase credentials — the mockup queried the
customers collection directly.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:36:37 +02:00
b60cdd8547 feat(pos): add catalog, checkout and sales API routes
All three gated on POS_API_KEY. Checkout accepts all four tender types
and forwards client_ref for idempotent offline-queue replays.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:35:51 +02:00
a73f3b3f97 fix(orders): update order_number collision-checking logic
Refine the handling of order_number values in the MCP API. Custom free-text order_numbers are now allowed to repeat across orders without triggering collision checks, while only values formatted as ORD-YYYY-MM-NNN will be subject to collision verification. Update tests to reflect this new behavior and ensure proper functionality.
2026-08-31 01:24:56 +02:00
2dbe96da23 fix(orders): correct page math in backfill endpoint (perPage must equal limit) 2026-08-31 01:05:54 +02:00
463265fe36 fix(orders): honor skip param in backfill endpoint (was hardcoded to page 1)
The route accepted ?skip=N but always called getList(1, ...) — every
chunk re-processed the FIRST limit orders, leaving offsets > limit
unprocessed. Convert skip to page (floor(skip/limit) + 1) and add a
regression test asserting getList is called with the right page.
2026-08-31 00:55:56 +02:00
8888a4722c feat(orders): paginate backfill endpoint (?limit&?skip) for chunked operator runs
The backfill is N+1-bounded (each order = 1 + N candidate queries),
so a 5,300-order table takes ~3 hours at ~25 orders/min on a busy
PB instance. Splitting into 200-order chunks keeps each call under
Next.js's maxDuration (10 min) and gives the operator a clear
progress signal: every chunk returns nextSkip + done.
2026-08-30 23:30:24 +02:00
687c82a4b8 polish(orders): add no-company test for order-order matcher + backfill route prereq note 2026-08-30 22:34:12 +02:00
14347c4b4b test(orders): cover auth + matcher-isolation for backfill endpoint, document response shape 2026-08-30 22:30:52 +02:00
f0c5daa99e feat(orders): add backfill endpoint for duplicate-detection fields 2026-08-30 22:28:00 +02:00