The plan + summary landed locally during the implementation but were
not committed alongside the code. Both documents describe the
rep-scoped Orders / Quotes / Invoicing / Delivery Notes list filter
work that already shipped (commits 8faa443, ed07617, 29eb003, 9cf8e39
etc).
- 2026-08-31-rep-scoped-list-filter.md — the implementation plan
- 2026-09-01-rep-scoped-list-filter-SUMMARY.md — post-implementation
summary with the commit log + verification notes + the known
limitation (Orders/Quotes tab counts are unfiltered for reps)
Co-Authored-By: Claude Code <noreply@anthropic.com>
Three bite-sized tasks with full code:
1. TDD the order-age util (test → impl → run)
2. Wire OrderAgeBadge into /orders (replace bare date)
3. Enrich /deliveries DN row subline (customer/order/paperclip)
All UI/rendering only. No server, no schema, no MCP changes.
Co-Authored-By: Claude Code <noreply@anthropic.com>
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.
Backend-first TDD plan (pos-auth, pos-service, /api/v1/pos/* routes)
followed by relocating and rewiring the existing static POS mockup
into public/pos/, removing the hardcoded PB superuser credentials.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Three documents behind the two features on this branch:
- specs/2026-08-30-non-invoiceable-order-extras-design.md — the design
the implementation followed, including why the flag must be named for
the exception (a positively-named field defaults to false and would
mark every existing row non-billable the moment it is created).
- plans/2026-08-30-non-invoiceable-order-extras.md — the task-by-task
plan, now fully implemented.
- specs/2026-08-30-quantity-handling-audit.md — the order_qty /
quantity audit that produced the preceding fix, plus the partial
collection findings that are still open.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The original sample scored 0.222 Jaccard — below the 0.3 candidate
floor — so it would have been dropped rather than tiered. Verified
0.333 for the replacement.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
13 TDD tasks across two phases. Phase 1 (backend) ends with orders
matched automatically at intake plus a backlog sweep; Phase 2 surfaces
the paired quote line's note and attachments on both order pages.
Resolves the spec's two open questions: `after` is stable in
next/server on Next 16.2.6, and PocketBase date filters take
`.toISOString()`.
Two deviations from the spec, both noted in the plan: line pairing
hooks into the existing setOrderQuote rather than a new
linkQuoteToOrder, and the per-line context extends the existing
matched-attachments response rather than adding an endpoint.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Companion to the design spec at docs/superpowers/specs/. Covers all 15
implementation tasks (windowRange helper, aggregations, rep-activity
pagination, route handlers, tests, PWA manifest, mobile layout,
dashboard view with realtime + bottom sheet) plus the final
verification step.
Co-Authored-By: Claude <noreply@anthropic.com>
Implementation plan for the spec committed in d87a007. Four tasks:
1. Scaffold 7 component tests (all fail initially)
2. Replace handleApprove + handleApprovePartial with lifted
SendQuoteModal + sendApprove; new 'Approve & send' button
3. Verify partial-row test passes from task 2 wiring
4. Manual smoke test against running PB
11 tasks covering schema, type, PATCH endpoint, three service
gate relaxations, PDF route bypass, PDF component rendering, UI
toggle on Quote Details card, MCP tool exposure, and an E2E
smoke test. TDD throughout with file:line citations to the
existing service tests as templates.
Co-Authored-By: Claude <noreply@anthropic.com>
Implementation plan for the spec at
docs/superpowers/specs/2026-08-07-order-item-context-block-design.md.
Tasks: backend service skeleton + impl + tests, /api/v1/.../context
endpoint + tests, OrderItemContextPanel + tests,
OrderItemContextPopoverTrigger + tests, sprint modal wire-in, orders
page wire-in, full test suite + build smoke.
Each task follows a TDD cycle: write failing test, run to confirm,
implement minimal code, run to confirm pass, commit.
Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
5 tasks: stock-items service helper, two PDF document components +
render helpers, two GET endpoints, UI changes (wrap + buttons).
TDD per task with test-first steps. Final task is full-repo
verification + manual smoke checklist.
Co-authored-by: Orca <help@stably.ai>
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>
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>
12-task TDD plan covering the service module, four API routes,
the modal component (built incrementally across 4 tasks), and the
page-hook. Each task ends with a commit; spec gaps surfaced during
self-review already merged into task content.
Co-authored-by: Orca <help@stably.ai>
Add full Tangerine brand theme with light and dark mode variants to the app theme system.
Add four new design and integration documents for collection pool, map and driver app workflows.
Add initial scaffolding for three new plugin source directories for the collection pool bulk assignment feature.
- Add Supplier Map component to suppliers page and reorganize sidebar navigation
- Implement picking slip PDF generation with supplier per line item and picked-by signature footer
- Add invoice bulk print tracking API and view models to track printed invoice state
- Extend company search and form to support email/telephone fields and improve searchability
- Fix data table debounce race condition by using useRef for onSearch handler
- Fix supplier page fetch race condition with debounced timeout
- Reduce list page item counts to 10 per page for customers, companies, and suppliers
- Update company search filter to include email and telephone in search queries
- Add comprehensive test suite for new and existing components and APIs
- Add pdf-lib dependency for PDF generation and update related tooling
- Clean up unused code and fix minor linting issues
Add complete end-to-end QuickBooks invoicing workflow for the invoicing page:
- Add `jspdf` dependency for client-side PDF generation
- Implement updated item status handling with fallback for new invoice statuses
- Add server-side proxy API for secure QuickBooks customer lookup
- Build utilities to combine QuickBooks invoices and picking slips into a single PDF
- Add invoicing view models for row grouping, payload construction, and status checks
- Add full test coverage for all new components, APIs, and utilities
- Include feature design documentation and sample n8n workflow config
Implement the complete collection confirm feature set:
- Add new `/collection-confirm` operational page for reviewing and confirming collected order items
- Add sidebar navigation entries for Collection Confirm and Invoicing
- Add `order_items` to the file proxy API whitelist for attachment access
- Install required testing dependencies and configure Vitest test setup
- Add full design documentation, test suite, and page overview screenshot
- Update package.json and build configuration files
Add optional nearby-supplier cluster sort mode to the collection pool table, keeping operational sort as the default. Also includes:
- Update UserSearch component to support fallback selected label for pre-selected values
- Refactor AssignDriverDialog into a separate inner component with intent and pre-filled driver label support
- Add assignment badge helper types and functions
- Add full test coverage for new sort logic and component behaviors
- Update implementation plans and documentation files
- Fix minor code consistency and lint issues across touched files
Remove redundant Assign Drivers top-level navigation link since driver assignment is now embedded directly in the collection pool page per-row, and add an Other nav section for leftover navigation items
Extract collection pool view logic into a dedicated view-model module with full Vitest test coverage for assignment state classification, row sorting, pool age labeling, and proximity marker grouping
Flatten the collection pool page into a single unified list replacing the old grouped assigned/unassigned layout, with updated row UI showing all required operational details and context-aware actions
Add database migration to add optional `collection_photo` field to order_items for driver pickup proof photos
Add complete design documentation, planning artifacts, and brainstorming session files for the collection pool redesign project
This commit adds full quote PDF generation functionality with per-company letterhead branding:
- Server-side PDF rendering using @react-pdf/renderer matching the sample quote layout
- In-app modal PDF viewer with print, download, and new-tab controls
- Letterhead service to fetch and apply company-specific branding (CNL/ISHERWOOD)
- ZAR currency and date formatting utilities for South African quotes
- Updated QuoteAttachment type to handle PocketBase's array-based file tokens
- Fixed PocketBase attachment URL generation in quote email card
- Removed deprecated `included_in_quote` field from QuoteItem and quotes service
- Updated quote item creation test to validate draft item logic
- Added comprehensive unit tests for PDF rendering and formatting helpers
- Added dev scripts for debugging PDF and image rendering issues
- Added sample generated PDF files for visual verification
- Updated tsconfig to exclude development scripts directory
- Added @react-pdf/renderer production dependency
- Removed JEI as a valid letterhead option per requirements
