Commit graph

297 commits

Author SHA1 Message Date
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
92febfb51c feat(stock-purchases): aggregate ordered/received value on list rows
Add ordered_value and received_value to StockPurchaseListRow. Each is
Σ line.{quantity|quantity_received} × line.cost_price, rounded to 2dp.
Replaces countItemsForPurchase with summarizeItemsForPurchase so the
per-row N+1 returns all three numbers in one fetch (no extra round
trip).

Co-authored-by: Orca <help@stably.ai>
2026-08-03 14:24:30 +02:00
SJCoetz
94931524e9 docs(plan): stock-orders total value columns
Six-task TDD plan to widen listStockPurchases with ordered_value +
received_value per row, expose it via a new v1 list route, migrate
the /stock-orders page from a client component reading PB directly
to a Server Component + sibling client table component, and move the
existing 7 page tests + add an 8th.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 14:20:48 +02:00
SJCoetz
79b93096ec fix(po-send): stop auto-flipping order_items.item_status to collection_pool
Previously, when recordPurchaseOrderSendOutcome received a "success"
outcome from the n8n workflow, it auto-flipped every linked
order_items.item_status from "po_generated" to "collection_pool".

This dropped items off the buyer-tasks PO Sent tab immediately on
send — before the supplier had even confirmed receipt. The operator
had no chance to mark items ready-to-collect manually.

New flow: send mail → items stay "po_generated" and remain visible
in buyer-tasks PO Sent → operator manually marks items ready →
items drop off buyer-tasks.

The back-link sync (purchase_orders.order_item) still runs and now
reads all items with purchase_order = poId regardless of status, so
the array stays accurate as items progress through their lifecycle.

Adds src/lib/server/purchase-orders-service.test.ts with 4 cases:
- success does NOT auto-flip linked items
- success flips PO to sent + stamps email_message_id
- success keeps the PO's order_item back-link in sync
- failure flips PO to mail_failed + stamps error (also no item writes)

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 14:10:34 +02:00
SJCoetz
9489cf3a44 docs(stock-orders): design total-value columns on list table
Add an Approved design doc for the /stock-orders list table: two new
currency columns (Ordered, Received) showing sum(line.quantity *
line.cost_price) and sum(line.quantity_received * line.cost_price) per
stock purchase. Migrates the page from client-side direct PB read to
the service layer per AGENTS.md.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 14:09:10 +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
010bba475c fix(buyer-tasks): pass status + email_error into SendPoModal stub
The SendPoModal renders its 'Resend' label and inline failure
banner from purchaseOrder.status / email_error, but the buyer-tasks
page stub didn't include either field. As a result, the modal
showed 'Send' and an empty banner even when the underlying PO was
mail_failed. Now the stub includes both so the operator sees the
correct affordance.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 10:53:54 +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
c481cbeb1c feat(buyer-tasks): render mail-failed banner + Resend button
When a card's poStatus is 'mail_failed', the card now renders a
red warning row with the email_error reason and switches the
action button label to 'Resend' with the destructive colour. A
new data-po-status attribute on the button lets tests target the
state without depending on the human-readable label.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 10:51:38 +02:00
SJCoetz
5959d2a1aa fix(buyer-tasks): keep mail_failed POs visible in the PO Draft tab
The po_draft filter previously required po.status === 'draft', so
a failed send (status: 'mail_failed') caused the group to vanish
from buyer-tasks entirely. The only recovery path was the per-PO
Resend button on the order detail page, which is friction. Now
mail_failed groups stay in place so the operator can re-open the
SendPoModal and retry from the same list. po_sent is unchanged— mail_failed must not appear there.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 10:46:32 +02:00
SJCoetz
964b3d51b2 feat(buyer-tasks): surface email_error on buyer task groups
Adds an emailError field on BuyerTaskGroup so the UI can render
the send-pipeline failure reason. The value is truncated to 200
chars at the service boundary to keep the card layout bounded.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 10:31:33 +02:00
SJCoetz
83bfd294b7 docs(buyer-tasks): implementation plan for mail-failed PO recovery
Six tasks: service field, service filter, card visual, page wiring,
route smoke test, full verification. All TDD with frequent commits.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 10:28:38 +02:00
SJCoetz
fc17b46f9a docs(buyer-tasks): design for mail-failed PO recovery in PO Draft tab
Mail-failed POs currently vanish from every buyer-tasks tab because
the po_draft and po_sent filters both exclude the 'mail_failed' status.
This adds a focused design that surfaces them in place inside PO Draft
with a red warning row + 'Resend' button that re-opens the shared
SendPoModal.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 10:25:51 +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
d6af21193c fix(collection-confirm): scope costOverrides to current PO in dialog
Co-authored-by: Orca <help@stably.ai>
2026-08-03 02:48:17 +02:00
SJCoetz
fea67b15ba fix(collection-confirm): hoist onCostChange out of setEdit updater + preserve null rollback
Co-authored-by: Orca <help@stably.ai>
2026-08-03 02:46:28 +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
c14d07ecc0 test(collection-confirm): add confirm-invoice-dialog tests
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-03 02:32:44 +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
1edaf36023 test(collection-confirm): update page tests for PoCard layout
Co-authored-by: Orca <help@stably.ai>
2026-08-03 01:33:31 +02:00
SJCoetz
f7d3032438 feat(collection-confirm): rewire page to use PoCard + remove Adjust Quantity
- Replace inline row rendering (ConfirmCard, QuantityDialog, NoteDialog,
  StockItemPickerDialog) with <PoCard> composition: PhotoStrip +
  ItemsTable + Confirm button.
- Cost edits dispatch POST /api/v1/order-items/{id}/cost with optimistic
  UI + rollback on failure.
- Confirm click opens ConfirmInvoiceDialog and POSTs to
  /api/v1/order-items/confirm with itemIds, invoice, costOverrides, actor.
- Keep AttachDialog + ReturnToPoolDialog component definitions per spec;
  render with open=false (no per-row buttons in PoCard layout).
- Switch load() to /api/v1/collection-confirm via fetch().
- Stock-source Book-to-stock, surplus chip, Return-to-pool, Adjust
  Quantity per-row actions are removed from the page body; PoCard is
  the primary grouping. Tests for those actions will fail and are
  scheduled for task 14.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-03 01:25:31 +02:00
SJCoetz
0df6fb1ff2 feat(collection-confirm): add PoCard composing PhotoStrip+ItemsTable
Wraps a single PO group on the collection-confirm review page.
Renders the photo strip + items table + confirm button, with the
PO number and supplier name in the header. The cost edit/read
flow stays inside ItemsTable; the parent owns onCostChange
optimistic updates and the actual confirm mutation.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 01:20:46 +02:00
SJCoetz
4310e4b211 feat(collection-confirm): add ItemsTable with inline cost edit
Co-authored-by: Orca <help@stably.ai>
2026-08-03 01:19:14 +02:00
SJCoetz
afa3876316 feat(collection-confirm): add PhotoStrip component
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-03 01:16:09 +02:00
SJCoetz
7360e14c58 refactor(collection-confirm): extract ConfirmInvoiceDialog component
Co-authored-by: Orca <help@stably.ai>
2026-08-03 01:09:37 +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
c856db1617 fix(collection-confirm): thread null cost through appendCostNote to preserve audit on null→0
Co-authored-by: Orca <help@stably.ai>
2026-08-03 00:46:50 +02:00
SJCoetz
47eff9a6fe feat(collection-confirm): implement confirmOrderItemsForInvoicing with createBatch
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-03 00:40:29 +02:00
SJCoetz
77d2c32df4 fix(collection-confirm): add cost_price to ConfirmRow, rename body to args
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-03 00:29:56 +02:00
SJCoetz
2997b8dcba feat(collection-confirm): implement updateOrderItemCost service
Co-authored-by: Orca <help@stably.ai>
2026-08-03 00:23:37 +02:00
SJCoetz
8b6b83583d fix(collection-confirm): use getOrderItemsCollectionName + populate stock supplier
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-03 00:17:56 +02:00
SJCoetz
15f6ec638d fix(collection-confirm): make listCollectedItems stock leg fail-soft
Co-authored-by: Orca <help@stably.ai>
2026-08-03 00:12:02 +02:00
SJCoetz
efe10b9474 feat(collection-confirm): add service skeleton with listCollectedItems
Co-authored-by: Orca <help@stably.ai>
2026-08-03 00:08:57 +02:00
SJCoetz
06d8294c77 refactor(collection-confirm): make buildConfirmPatch take options bag with costOverride
Co-authored-by: Orca <help@stably.ai>
2026-08-02 23:59:22 +02:00
SJCoetz
7c807f3c18 fix(collection-confirm): render cost category label correctly
Co-authored-by: Orca <help@stably.ai>
2026-08-02 23:57:06 +02:00
SJCoetz
529e08eb2a fix(collection-confirm): widen NoteEntry.body and dedup attachments within row
Co-authored-by: Orca <help@stably.ai>
2026-08-02 23:52:21 +02:00
SJCoetz
7e1f22f363 feat(collection-confirm): add appendCostNote and dedupeAttachments helpers
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-02 23:48:51 +02:00
SJCoetz
dca3a9a544 docs(plans): add collection confirm revamp implementation plan
14 tasks: 2 view-model helper tasks, 3 service tasks (listCollectedItems,
updateOrderItemCost, confirmOrderItemsForInvoicing), 3 API routes, 4
component extractions (ConfirmInvoiceDialog, PhotoStrip, ItemsTable,
PoCard), and 2 page-rewire tasks. TDD throughout. Vitest, not Jest.
getAdminPocketBase + ServiceError for the new service; appendCostNote
imported from the view-model.

Co-authored-by: Orca <help@stably.ai>
2026-08-02 23:37:04 +02:00
SJCoetz
d1c5ea0643 docs(specs): add collection confirm revamp design
Removes the Adjust Quantity modal, surfaces invoice photos in a per-PO
strip, exposes inline-editable cost prices, and migrates the page to a
thin service layer (listCollectedItems, updateOrderItemCost,
confirmOrderItemsForInvoicing) with three new /api/v1 routes. Cost edits
are audited in the existing notes feed as category=cost entries; confirm
is one PocketBase batch.

Co-authored-by: Orca <help@stably.ai>
2026-08-02 23:23:11 +02:00
SJCoetz
7136623331 feat(orders): expand rep on customers fetch for review modal
The customers getFullList in OrdersReviewModalMount now expands
both 'company' and 'rep'. The Review Order modal's customer
cascade reads selectedCustomer.expand.rep.name to populate the
Rep label and writes it to orders.rep on save.

No other consumer of the customer list reads c.expand.* — the
scout confirmed this is safe.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-31 15:31:21 +02:00
SJCoetz
5af04e4b60 test(orders): review modal cascade coverage
Two new tests for the customer -> company/rep cascade:

1. Updates Company and Rep labels when the customer changes
   - renders with customer A (company 'Atlas Corp', rep 'Riya Patel')
   - clicks the customer-search mock (now picks the next non-selected
     customer from the list)
   - asserts the labels flip to B's values and A's are gone

2. Marks the modal dirty after a customer change cascades
   - asserts the Save button is disabled at baseline
   - after customer change, asserts it's enabled (proves the dirty
     check picks up the cascaded company/rep divergence)

Also updates the CustomerSearch mock to compute the next non-selected
customer id from the list (via data-next-id) so cascade tests can
drive it without hardcoding 'cust-new'.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-31 15:31:07 +02:00
SJCoetz
f99ab7cf1a feat(orders): cascade company and rep from selected customer in review modal
When the operator changes the customer in the Review Order modal,
the Company and Rep labels now reactively reflect the selected
customer's expand.company.company name and expand.rep.name (with
email fallback). On save, the modal writes the new company relation
id and the new rep display name to the order — so a customer
change actually re-parents the order rather than just changing the
display.

Guards in the save body prevent two PB errors:
- company is skipped when the customer is cleared (orders.company
  is required, sending '' would 400)
- rep is skipped when the new customer has no rep, so existing
  rep values are preserved

The cascade uses useMemo derived from customerId, not a useEffect,
so the label updates in the same render as the dropdown change.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-31 15:30:31 +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
f7b5f3677e feat(orders): persist company and rep from review-modal cascade
Extends updateOrderReviewFields' patch type to accept company
(relation id) and rep (free-text snapshot) in addition to the
existing order_number and customer. The modal cascade writes these
when the operator changes the customer; the service now carries
them through to the PB update.

The order_number collision check is unchanged — it only runs for
order_number changes, so the new fields are unaffected.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-31 15:29:10 +02:00
SJCoetz
2cb6491654 feat(stock-orders): show SKU in line table on stock-order detail
Adds a 'SKU' column between Description and Ordered in the lines
table on /stock-orders/[id]. The column reads from
line.expand.stock_item.sku (the relation was already accessible via
the type, but the page was not expanding it on the fetch).

Falls back to an em-dash when expand is missing (e.g. an item whose
stock_item was deleted) so the row never renders an empty cell.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-31 14:20:17 +02:00