Remove payment amount, reference, notes and manual combining forms. Link supplier POs automatically and record paid from supplier evidence plus proof, keeping readiness and attachment safeguards.
Keep active supplier/company views current and retire stale supplier evidence on routing changes. Verified 5167 tests with only the two existing script-import errors.
Keep payment holds independent of workflow and margin approval. Require proof before collection readiness; deduplicate uploads transactionally in PocketBase and preserve payment history.
Includes schema migration, deployment runbook, browser checks and isolated PocketBase regression coverage. Full suite has 5156 passing tests and retains two pre-existing script-import errors.
Like the Collection Pool, the page opens as a list of companies; click
one to see its invoice cards. A search opens the matching companies.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Add a per-company quote letterhead lock backed by `companies.confirmed_letterhead`. The quote process flow prompts for a default when unset, permits only the confirmed letterhead with a triple-click per-quote override, and enforces the rule during PDF generation and email sending. Also add company settings controls and API, email-ingest defaults, migration and backfill tooling, and unit coverage.
Owner's rule: the POS counter only carries priced stock.
- POS catalogue lists only active stock items with selling_price > 0
(POS_CATALOG_FILTER); checkout refuses any line priced at R0 or less.
- New stock order now gives a new stock item the PO line's cost and the
default 80% markup. It used to drop the cost, which is how 157 stock
items reached the till at R0.
- Collection Confirm "Add to POS" becomes "Add to price list": customer
lines go to price_list at cost + 80% (needs SKU, cost and supplier),
never into stock_items. Route renamed to add-to-price-list.
- scripts/2026-10-30-pos-zero-price-cleanup.ts: priced 79 items from their
PO line cost, switched off 48 with no cost and no stock, left 30 stocked
ones active for costing (already applied on live PB).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
New /delivery-pool page, a clone of the Collection Pool for deliveries
with no pending stage. Invoiced lines are grouped per company, one card
per customer invoice; a card expands to its lines. Assign a driver and
day per invoice (or bulk per company); uploading the signed copy adds it
to every line, marks the lines completed + delivered_at, and closes a
delivery note once none of its lines is still open.
- Driver lives in new order_items.delivery_driver / delivery_assigned_at
(npm run pb:migrate:delivery-pool), never drv_id (collection driver).
- Pool starts at DELIVERY_POOL_START (2026-10-30); lines whose DN is
already completed/cancelled (POS counter sales) are left out.
- Service + /api/v1/delivery-pool routes (browser session); the service
503s until the migration has run.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
A scheduled check (n8n, every 2 hours, POST /api/v1/collection-pool/ready-dates/tick)
marks pending customer stops ready once their expected-ready date is today or
earlier (South African time). The stop stays unassigned, keeps its pool age,
and gets an audit note. Stops with a driver problem flag are left alone.
Stock lines are not covered: they have no date field.
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
Back to pending on a stock line used to clear only the driver, so it stayed
in the pool as ready. Stock lines now carry a pool_pending flag (the inverse
of ready, so every existing line stays ready) and behave like customer stops:
pending badge, Mark Ready (new stock-ready route), no driver assignment while
pending. The back-to-pending route refuses to claim success when PocketBase
has no pool_pending field yet.
Needs the manual live step npm run pb:migrate:pool-pending (already run).
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
On PO202610005TEL the AI read a 15% discount that was not on the invoice
and cut a line's cost from R146.47 to R124.50. It no longer writes a cost
to order or stock lines. A cost that differs from the invoice's discounted
price shows as a red Price tick, which also keeps the card out of
auto-push, so a person settles it. Earlier cost changes stay visible on
the line. Tests now assert no cost is ever written; runbook and AGENTS.md
updated.
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
Declares ARG NEXT_PUBLIC_APP_COMMIT, supplied by Ship, and renders it as a
nearly transparent, click-through stamp. Renders nothing when unset.
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
After each AI tick, every Collection Confirm card the page shows purple
(cardAiState verified) is confirmed without a person. Customer lines go
to ready for invoicing with the invoice number and date the AI read; stock
orders go to stock booking once every line is collected. Cards with a
problem flag, a photo for another PO, or no readable invoice number/date
stay for review.
Each push is recorded in ai_settings.collection_auto_push_log and shown at
the top of the page for today and yesterday (PO, supplier, items, value).
Off by default behind a Settings > AI switch; needs the manual live step
npm run pb:migrate:collection-auto-push before it will run.
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
A hidden, installable PWA: one link, opened on a phone, showing where
every order is. New / Processing / Completed, with a tap-to-preview
popup and the invoice/line detail Gary needs. Read-only, and NOT in
the sidebar — the route lives outside `(app)`, so `<Sidebar />` never
renders there.
The preview popup is reused, not rebuilt: the service emits
`UniversalHit`s and the page hands them to the existing
`SearchPreviewDialog`, so the manager gets the desk's quick-overview
verbatim.
Also fixes the /orders Completed tab, which was matching ZERO orders.
`delivered_at` is stamped on only 2 of 12,957 delivered lines and the
business stopped writing `delivered` on 2026-08-14 (the live pipeline
now ends at `invoiced` / `checked_in`), so the old filter never
matched. "Settled" is now defined once — `SETTLED_STATUSES` +
`SETTLED_DATE_FIELDS` — and dated per status: `invoiced_date` for
invoiced (the only properly stamped field, 2,199 lines), `delivered_at`
for delivered, `updated` only where no dedicated column exists.
`delivery_note` and `checked_in` move into `completed` as instructed,
and the standalone `post_processing` tab is retired (a DN is not a
stage of its own). `invoiced` stays in `collected` as well, so
invoiced orders don't vanish from the workflow tabs.
Completed tab: 0 -> 341 orders over 30 days, 112 over 7.
The blue badge read the same whether the AI had matched the item
exactly or only found the nearest one, so a line priced from an M22
bolt looked like any other line.
Now an exact pick reads as before, a closest pick leads with
"Closest: {name} ({differs})" and raises a closest_only flag, and a
fuzzy match keeps its "Similar items:" wording. The popover shows the
pick and the differences at the top.
A refresh is still a no-AI recompute, but it keeps the stored pick
instead of throwing it away.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The blue price-check badge now appears under the purple AI marker on
every line the AI filled (reviewed or not):
- quote Process page, mobile card: its own row under the header, so
the one-line summary is readable on a phone
- quote Process page, desktop table: inside the Description cell
rather than the cramped 32-px "#" column, which has no room for a
summary
- order Process page: its own full-width row under the markers, so
the summary is readable on a phone
The summary truncates rather than wrapping — the popover always shows
it in full.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The blue badge that sits under the purple AI marker: a tag icon plus the
one-line summary, with an orange dot on the icon when the price check
found something worth a look.
The popover shows POS stock (on hand, status, cost, sell, supplier), the
top three price-list matches, what we last paid each supplier, what we
quoted and ordered before, and how the match was made ("POS item the AI
picked" / "Matched by SKU" / "Similar items"). Refresh re-computes the
intel through the existing /api/v1/items/{collection}/{id}/intel/refresh
route and reads the line back afterwards.
Also closes the colour-token gap: globals.css mapped --color-info to
var(--info), but --info / --info-foreground were never defined, so
text-info rendered nothing. They now have a light and a dark fallback
next to the --ai tokens; themes that define their own --info still win.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Purple when the order is linked to the quote the AI chose and every
line was paired "sure"; yellow when the AI matched a quote but not
every line for sure, or it is only a suggestion. New tab only.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The rule-based matcher no longer writes or shows suggestions: on
2026-10-24 it had left 2,888 on unlinked orders, one quote suggested
to 309 of them.
- createOrder runs the AI order assistant (matchOrder) straight after
intake when it is switched on, instead of the rule-based suggestion
- order page: Re-match / Try again and the rule-based suggestion card
are gone; Match with AI is the action, and "Match by reference" saves
the reference then runs the AI (the run route takes { reference })
- the unauthenticated /orders/[id]/quote-match route is removed
- the sweep route and MCP orders.quote_match_sweep run the AI batch
(matchUnlinkedOrders, shared with the tick)
- scripts/2026-10-24-clear-rule-quote-suggestions.ts clears the old
suggestions (dry run unless --apply); replaces the rematch script,
which would have written rule-based ones again
- also fixes the setState-in-effect lint error on the order page
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
A line the AI filled now shows up purple until a person checks it, so
nothing the assistant priced is ever taken on trust.
- order-assistant-review.ts: the four client helpers — a line is
pending only while it is filled, unreviewed and still priced from
the quote; a human save keeps "ai_quote" / "quote" / "catalogue" and
turns anything else into "manual"; the review patch records who
checked the line and whether the prices were accepted unchanged.
- order-assistant-save.ts: the save-time merge, the order-side twin of
quote-assistant-save.ts. The value the operator committed wins over
the one the page was loaded with, so the one-click "use this cost"
copy really does end the AI's provenance.
- The Process page applies the purple row class, shows the bot marker
with the quote it was filled from, the reason and the doubts, and
routes every line save through the merge.
- The Orders board shows an "AI x/y" badge: how many lines the AI
filled, and how many still need a review. One query per page, and
never fatal — the board has to render whether or not the assistant's
columns exist yet.
- AiFillMarker grows an "order" variant instead of assuming a POS item.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The assistant now prices the order's lines from the quote they are
paired with, as purple drafts a person then reviews.
- order-assistant-core.ts: isOrderLineWritable + buildOrderLineFillPatch.
Only a pending line with no cost of its own, no person-set pricing
source and no reviewed fill may be written. Supplier / SKU /
matched_price_list_id only when the line has none; selling_price only
when the line has none; markup + markup_percent written together.
pricing_source becomes "ai_quote". A customer price that differs
from the quoted price by more than 5% becomes a doubt.
- order-assistant-lines.ts (new): the shared, cycle-free helpers —
idFilter, aiQuotePairs, writeAiPairs, clearAiPairs and
fillOrderFromQuote. It lives in its own module so orders-service.ts
can use it without an import cycle, since order-assistant-service.ts
already imports setOrderQuote.
- The fill re-reads every line right before writing it, so a cost a
person typed in the meantime wins. It stays quiet until the migration
has added order_items.ai_fill — PB rejects a projection that names a
column the collection does not have.
- setOrderQuote writes the AI's line pairs before pairOrderLines runs,
so the AI's pairing wins over word matching, then fills the lines.
A failure there is logged and never fails the link.
- The tick gains a second pass that fills the lines of orders already
linked to a quote. Only orders the fill actually wrote to count
towards the budget, so a skipped order cannot block the run.
- The run route fills after the match and reports the counts.
PocketBase filters have no IN operator, so every id list is an
OR-chain. fetchQuoteItemsForQuotesAdmin no longer tries an IN filter
first — that was a guaranteed 400 on every call.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Task 9 of the AI order assistant plan.
- new "Order assistant" card in Settings → AI: enabled switch, run
every (minutes, 5-1440), auto-link when sure, fill lines from the
quote, the prompt with show/reset default, and the last-run summary
- parseSettingsForm reads oa_* and validates the interval; the last-run
fields are never written by the form
- the page passes the new settings through as the initial state
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Task 8 of the AI order assistant plan.
- new AiQuoteMatchPanel: "Linked by AI" / "AI suggests Q…", the
reason, the doubts and the line-pair table (order line -> quote line
with same_item)
- the quote match card gains a "Match with AI" button in every state,
posts to /api/v1/orders/{id}/assistant/run with the PB token, toasts
the 409 message verbatim, then reloads the order
- new card state: the AI suggested a quote -> the AI panel + Accept
(links the AI's quote) / Match with AI / Dismiss
- the AI suggestion marks the order as quote_matching_attempted so the
deterministic sweep cannot overwrite it
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Task 7 of the AI order assistant plan.
- POST /api/v1/orders/assistant/tick (n8n, assertAgentAuth)
- POST /api/v1/orders/{id}/assistant/run (browser session; 409 for
"AI is disabled" and "not set up yet")
- MCP orders.assistant_match { orderId } -> matchOrder(force) with a
TOOL_HINTS entry; deliberately NOT in READ_TOOLS
- docs/order-assistant.md runbook and the AGENTS.md section
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Shows "Short delivered · on <PO>" next to the description on /orders and
the order page so the buyer doesn't re-order units already on back order.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Collection Confirm cuts a short line to what was collected (that part
invoices and closes) and creates the rest as a new pending line on the
same order, with Back order (same PO / straight to pool) on the process
page. Invoicing subtracts qty_invoiced so a part-invoiced line can't bill
twice. Supplier-side lines close at confirm when their order is billed,
and stragglers get a close button on Invoicing.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
POST /api/v1/driver/invoice-match returns exact matches (same product,
invoice qty = ordered qty) and lines to review. Read-only for the lines.
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
Confirm stock now sends the collected lines to stock booking and moves
lines not yet collected to a follow-on order (<PO>-2, -3, ...). The
invoice matcher follows a closed PO to its open follow-on.
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
POST /api/v1/driver/collection-check runs the collection AI check for a PO
and returns a per-line verdict (right item, right quantity) for drivers.
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
next/font/google downloads every font from fonts.googleapis.com during
`next build`, and the Coolify build kept failing on it (Nunito/Outfit on
2026-10-17, Lato and JetBrains Mono on 2026-10-20).
The ten families (Geist, Geist Mono, Inter, Space Grotesk, DM Sans,
Playfair Display, Lato, Nunito, Outfit, JetBrains Mono) are now Latin
.woff2 files in src/app/fonts (344 KB, downloaded from Google Fonts),
loaded with next/font/local under the same CSS variable names and
weights. Verified: `npm run build` succeeds with no network access, and
the login page renders in the local Inter with no font errors.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The driver app records the full quantity as received when it collects a
stock pickup, and Collection Confirm only listed stock lines that were
not fully received — so collected stock orders skipped it and sat at
"sent", outside the accountant's booking queue, until someone clicked
Mark received (29 stuck on 2026-10-19).
- STOCK_ON_PAGE_FILTER / stockLineOnPage: a collected stock line stays on
Collection Confirm until its stock order is received; cancelled orders
never show. Shared by the list and the AI check (so those lines get
photos read and ticks too).
- Confirm stock: markStockOrdersReceived flips each stock order to
"received" once every line is collected/booked (→ booking queue);
orders with lines still out stay open, reported as stillOpen. The
route returns { updatedIds, received, stillOpen }; the toast says so.
- Stock photos: `npm run pb:migrate:stock-photos` makes
stock_purchases.additional_attachments multi-file;
addStockPurchaseAttachment, Move photo and Delete photo add/remove with
`+`/`-` instead of replacing the single slot.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
PO numbers were "read the month's highest, add one", so POs for several
suppliers on one order created together got the same number — 34 numbers
by 2026-10-19 (e.g. PO202610008LIF for BarloWorld CAT and John Ratcliffe,
created 71 ms apart).
- createPurchaseOrderWithNumber (po-number.ts): numbers and creates POs
one at a time in the server, retries (up to 5) when the unique index
rejects a clash; ignores any po_number passed in.
- buyer-tasks / MCP generate_po use it.
- The Process page's Send PO and in-stock PO buttons now call
POST /api/v1/orders/[id]/purchase-orders (browser session) instead of
numbering in the browser; the client generatePONumber is removed from
pb-helpers.
- npm run pb:migrate:po-number-unique adds a partial unique index on
purchase_orders.po_number for POs created from then on; the 34 existing
duplicates are left as they are.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
A PocketBase file PATCH under the bare field name replaces the whole
list. On 2026-10-19 a buyer's "Add supplier invoice" on PO202610008LIF
deleted the driver's delivery-note photo (uploaded 14:38, read by the AI
14:40, replaced 14:41). Generating or regenerating a delivery-note PDF
did the same to every line on the DN.
- New src/lib/server/order-item-files.ts: addAttachmentForm() adds with
`order_item_attachements+` and removes (`-`) only older stored copies
of the same document; pickStoredCopy() finds a file by its uploaded
name (PB stores "DN26101913.pdf" as "dn26101913_<10>.pdf").
- Used by the Collection Confirm invoice upload, DN create, DN regenerate
(replaces only its own previous PDF) and /api/invoicing/delivery-note.
- /api/invoicing/delivery-note-pdf finds the DN PDF by name instead of
taking the line's first file (falls back to the old behaviour for
legacy names).
- AGENTS.md: always add, never replace.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Delete photo next to "Add supplier invoice" removes the photo open in
the previewer (wrong upload, or one of several for the same PO) after an
inline "Delete …? Yes, delete" confirm; the confirm resets when you
switch photos. Not offered for the PO PDF.
- POST /api/v1/collection-confirm/delete-photo (browser session) →
deleteCollectionPhoto: takes the file off every order line carrying it
(or the stock purchase's photo slot) and deletes the AI's reads of it
plus the checks built on them (shared forgetReads with Move photo).
- Removed the header's blue "Run agent scan" button and its results panel
(not in use); the /api/v1/agent/scan route stays for the agent.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Drivers photograph invoices per item and can't see which order a photo
lands on. B&R invoice 00282979 (stock order PO26100702STK) ended up on
the thinners line of PO202610017BLY; the AI read "PO26100702STK" off it
but the card only said "not found".
- The card list now carries each read's po_refs and source file, and sets
ai_doc.other_po when the document names a PO that exists and isn't the
row's PO (none named, or this card's PO among them: no hint).
- PO card: "Photo may be for <PO>" in the header; when open, "Invoice <no>
is for <PO>, not this PO" with a Move photo button. Nothing moves on its
own.
- POST /api/v1/collection-confirm/move-photo (browser session) →
movePhotoToPo: copies the photo to the target (a collected line of a
customer PO, or the stock purchase's single photo slot — refused when
taken), removes it from the source, deletes the AI's read of it and the
checks built on it so it is re-read where it now belongs.
- normalizePoReference moves to the client-safe src/lib/po-reference.ts
(re-exported from the matching service).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
HYCO (I009753) prints full prices on the lines and "Discount 25.00%" in
the totals; Swagelok (622831) has a "Disc %" column on each line. The AI
compared our cost (already the discounted price) with the printed price,
so the Price tick went red on both.
- The read now captures a line's discount_percent and a whole-document
doc_discount_percent (prompt rule 5b) and stores net_unit_price on each
line (both discounts stacked).
- The Price tick compares the cost with the price after discount; the
tooltip and the document-lines panel spell it out
("R15.10 less 25% invoice discount = R11.33").
- Owner's call: when a "sure" tax-invoice line has a discount and our
cost isn't the discounted price, the AI sets the cost to it (customer
lines through updateOrderItemCost, which adds a cost note; stock lines
through updateStockPurchaseItem) and records why in ai_check.cost_changed,
shown in purple under the line. No discount, a delivery note or a
"likely" match: the cost is never touched.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The n8n tick was calling in every 5 minutes but WFDASH answered
"disabled" because Collection checks was off in Settings → AI, and
nothing on Collection Confirm said so.
- New "AI checks" switch next to Refresh, the same setting as Settings →
AI → Collection checks. Purple and "On" when running, with the last
run in the tooltip; a gear links to /settings/ai.
- GET/PUT /api/v1/collection-confirm/ai/enabled (browser session). Only
reads/writes collection_ai_enabled and the last run — no key, model or
prompt goes through it.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
I5: a customer row without a SKU returns needs_sku and creates nothing; the
Add to POS button is disabled for it ("Set a SKU first").
I6: a createStockItem failure is caught per row (status failed + error), the
route still 200s, and the page toasts "N added, M failed, K need a SKU".
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
I4: ConfirmRow.line_sku carries stock_purchase_items.sku; the SKU tick,
the AI robot and (for stock rows) the SKU column use line_sku before the
catalogue sku via effectiveSku. The SKU pencil keeps line_sku in step.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
PocketBase drops unknown fields on update, so before the migration runs
the AI's prices would land with no purple marker and no notes. The
manual button / MCP now return 409 'not set up yet' instead.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- M1: fillQuote and the tick refuse templates ("quote is not open
(template)"); both quote pages gate the fill button with
canAiFillQuote (new/follow_up/claimed, not a template).
- M4: run summary keeps <= 20 errors of <= 300 chars (boundRunErrors).
- M5: forced runs offer never-tried lines before tried ones.
- M6: counts route 400s on ids that aren't PB record ids.
- M7: a fill never replaces a supplier already on the line.
- M8: warn dot on the AI marker when a pending fill has doubts.
- M9: MCP hint states the real eligibility rule.
- M10: detail-page price dialog re-reads the line before recording an
AI review.
- M11: exported QUOTE_NOT_OPEN_ERROR_PREFIX / AI_DISABLED_ERROR used by
the run route.
- M14: prompt textarea maxLength 50000.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
A source line whose AI fill is still pending review (isAiFillPending) is
copied without cost, selling price, markup or supplier, so the purple
draft price can't resurface as an ordinary price on the copy.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
After "Let AI fill this quote" the page re-pulls the quote's lines and
merges them with mergeItemsAfterAiRun: rows unchanged since the last load
take the server copy (so fills show), rows with unsaved changes stay as
typed, with a toast saying how many were kept. Previously onDone ran
fetchData, which replaced every row.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- decideWithAi throws on stop_reason max_tokens instead of returning a
partial answer; fillQuote marks a requested line the AI did not answer
as error (retried after 1 h), never a permanent no_match.
- QUOTE_MAX_LINES 30 -> 15; the tick also caps lines per quote so the
60-line budget reaches other quotes.
- runAssistantTick stops starting quotes after a 90 s time budget and
returns reason running while a newer start than the last summary is
under 10 minutes old (lease).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Quote assistant card in Settings, AI (on/off, interval, min confidence,
editable prompt with reset, last-run line); parseSettingsForm handles the
qa_* fields. docs/quote-assistant.md has the runbook and the n8n tick
workflow spec; AGENTS.md gets a short section.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
