Commit graph

119 commits

Author SHA1 Message Date
SJCoetz
abdc3a4d9f fix(send-po-modal): preserve previous message body on resend (don't overwrite with default template)
Co-authored-by: Orca <help@stably.ai>
2026-08-06 18:06:22 +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
6008f17c9a feat(buyer-tasks): add Re-Send button on PO Sent tab + theme-token cleanup
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-08-06 17:43:17 +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
ba1f916102 feat(orders): show From + Subject in review modal Source of truth header
The Source of truth panel previously only showed the email subject and
body inside a collapsed-by-default toggle. Operators couldn't see who
sent the mail or what the subject was without expanding the body.

This change adds a persistent header above the collapsible body with
two always-visible lines:

  From:     jane@acme.test    (AtSign icon)
  Subject:  RFQ for 10x bolts  (Mail icon)

Sender resolution chain (in getOrderReviewData):

  1. order.email_sender  — n8n ingest snapshot of the actual From:
                           on the inbound RFQ (best signal)
  2. quote.email_sender  — covers pre-snapshot legacy orders
  3. customer.email      — last-resort fallback
  4. ''                  — renders as '(unknown sender)' placeholder

Subject already lived on the same record; the header just promotes it
out of the collapsed body so it's visible without expanding. The
existing '(no subject)' / '(no body)' placeholder pattern is matched
with a new '(unknown sender)' placeholder.

Tests: 7 new (3 modal header, 4 service sender fallback chain). 101
passing total.

Co-authored-by: Orca <help@stably.ai>
2026-08-05 16:09:53 +02:00
SJCoetz
49367558f2 ui(sidebar): rename Hermes nav entry to Giellie
The webview shortcut in the "Other" sidebar group now displays as
"Giellie" instead of "Hermes". Only the visible label changes — the
underlying /webview?src=hermes URL parameter and the ALLOWED-map
key in src/app/(app)/webview/page.tsx are untouched, since those
are internal identifiers (the URL key is what looks up the embeddable
iframe in the ALLOWED whitelist, not a user-facing string).

If you want the internal key renamed too, that's a follow-up that
needs to update both the sidebar link and the ALLOWED map in the
webview route in the same commit.

Co-authored-by: Orca <help@stably.ai>
2026-08-04 20:29:34 +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
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
5291a044ed feat(collection-confirm): in-app invoice viewer with zoom + mobile layout
The photo-strip chips on the collection-confirm page used to call
`window.open(url, "_blank")` for the supplier invoice, kicking the
operator out to a new tab to verify the invoice against the items
table. That tab switch broke the side-by-side comparison the
operator actually wants to do — look at a line on the invoice,
look at the same line in the table, look back.

Replace that flow with a floating, draggable invoice viewer
that lives on the page:

- New `InvoiceViewer` component renders the PDF in an `<iframe>`
  against the existing `/api/v1/files/order_items/<id>/` route,
  which already serves PDFs with `Content-Disposition: inline`.
- Desktop: floating box anchored to the bottom-right (720×560),
  header is draggable. Position is clamped to the viewport so
  the close button can't be dragged off-screen. State lives in
  the component; not persisted to localStorage.
- Mobile (≤ 640px): full-screen panel (`100vw × 100dvh`,
  border-radius 0). Drag affordance, grip icon, and "Viewing"
  badge are dropped — they're meaningless on touch or when the
  panel fills the screen. Layout flips live on viewport change
  via a small `useMediaQuery` hook.
- Zoom controls: + / − / Reset with discrete levels
  (50 / 75 / 100 / 125 / 150 / 200 / 300%). The % display is
  itself a click-to-reset button. Implemented as
  `transform: scale()` on the iframe with a pre-shrunk CSS box
  (`${100 / zoom}%`) and a `${zoom * 100}%` scrollable wrapper
  so scrollbars appear at higher zoom levels. CSS-resize-only
  does not work for PDF iframes — the browser's native PDF
  viewer caches the initial render size and ignores post-load
  CSS resizes, so the page content never actually re-renders.
  `transform: scale()` works around that across Chrome / Safari
  / Firefox.
- "Open in new tab" header button is preserved as an opt-in
  escape hatch (landscape invoices, full-page viewing).

The PhotoStrip no longer opens a new tab by default. Clicking a
chip calls a page-level `onOpen` handler that toggles the viewer
(open / swap / close); the matching chip is highlighted with
`aria-pressed="true"` + a primary variant so the operator knows
which invoice is open. Clicking the active chip closes the
viewer. The chip falls back to `window.open(...)` only when no
`onOpen` is passed, so the strip stays usable in isolation.

Tests: 126 pass across the collection-confirm suite. New tests
cover viewer open / close (X + Esc), drag math + drag-bail-out
on header buttons, the active-state highlight, swap-on-different
chip, the in-viewer new-tab escape hatch, every zoom level +
clamping + reset, the PDF wrapper / iframe transform math at
multiple zooms, and the desktop ↔ mobile layout flip on a
mocked viewport change.

Co-authored-by: Orca <help@stably.ai>
2026-08-04 01:38:25 +02:00
SJCoetz
db2d43ae84 feat: web view page + sidebar link
Lightweight dashboard view surfaced under the 'Other' sidebar group
for client-facing use cases that need a stripped-down WFDash
surface (e.g. embed iframe, kiosk mode).

Co-authored-by: Orca <help@stably.ai>
2026-08-04 00:58:40 +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
76947a9711 chore(stock): remove Location from PDF and UI
The single office bin is the only location, so the field is
unused. Strip it from everywhere the operator sees it:

PDF (stock-item-stocktake-document.tsx):
- Drop Location column + gapMaxLocation from styles, header, rows
- Re-balance widths: Name 23% → 28%, Status 12% → 18%
  (the freed space makes Name properly readable again)

Stock list page (src/app/(app)/stock/page.tsx):
- Drop Location TableHead + TableCell
- Drop location state + input + submit-handler field from the
  New stock item modal
- Drop 'location' from the modal JSDoc field list

Stock detail page (src/app/(app)/stock/[id]/page.tsx):
- Drop the MapPin + item.location display in the header
- Drop the now-unused MapPin import from lucide-react

Fulfill-from-stock dialog (src/components/stock/fulfill-from-stock-dialog.tsx):
- Drop location from the search predicate
- Drop location from the placeholder text
- Drop the '· {item.location}' display in the row

Note: the location field stays on the StockItem type and PB
schema for backward compatibility — removing it from the type
would break any code that still references it, and removing it
from the PB schema is a backend migration. The field is just
no longer surfaced anywhere.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 19:34:56 +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
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
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
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
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
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
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
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
e3295e3c13 chore(stock-orders): suppress set-state-in-effect lint on edit-mode seed effect
The seeding useEffect copies line qty/cost into the per-line edit
buffers when the targeted draft loads (or when the target changes).
The setState is intentional — the buffer is mirrored from the parent
draft's authoritative data — and the same suppress pattern is used
in src/app/(app)/collection-confirm/page.tsx and elsewhere.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-31 14:07:06 +02:00
SJCoetz
5e91a5d7c0 test(stock-orders): QuickDraftModal edit-mode coverage
Asserts the modal hides non-targeted drafts, renders qty/cost inputs
per line, PATCHes only changed fields on Save, and that remove still
works in edit mode.

Co-authored-by: Orca <help@stably.ai>
2026-07-31 13:58:05 +02:00
SJCoetz
2303d8a29d feat(stock-orders): QuickDraftModal edit mode for draft lines
Adds an optional editPurchaseId prop. When set, the modal hides all
other drafts and renders per-line qty/cost inputs + a Save button that
PATCHes /api/v1/stock-quick-draft/line/[lineId]. Remove still works.
Search + add still works to add more lines to the same draft.

Co-authored-by: Orca <help@stably.ai>
2026-07-31 13:54:08 +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
29ffcbdc8d feat(stock-quick-draft): cards region with remove + footer buttons
Co-authored-by: Orca <help@stably.ai>
2026-07-30 23:04:43 +02:00
SJCoetz
1b7552ffd2 fix(stock-quick-draft): new-SKU supplier picker reachable, closure guard, submit test
Co-authored-by: Orca <help@stably.ai>
2026-07-30 22:57:17 +02:00
SJCoetz
75342ed88c feat(stock-quick-draft): qty/cost row + Add & next + new-SKU toggle
Co-Authored-By: Claude <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-30 22:43:17 +02:00
SJCoetz
275d17b76a fix(stock-quick-draft): race-guard search, surface API errors, deterministic test timing
Co-authored-by: Orca <help@stably.ai>
2026-07-30 22:35:35 +02:00
SJCoetz
b099e2b42e feat(stock-quick-draft): modal search + supplier-history regions
Co-authored-by: Orca <help@stably.ai>
2026-07-30 22:21:10 +02:00
SJCoetz
cdbf91526f refactor(stock-quick-draft): useState lazy init, sr-only title, trim mock stubs
Co-authored-by: Orca <help@stably.ai>
2026-07-30 22:19:21 +02:00
SJCoetz
2d4d0df6d1 feat(stock-quick-draft): modal skeleton + Stock Order Reference header
Co-authored-by: Orca <help@stably.ai>
2026-07-30 22:15:51 +02:00
SJCoetz
c400b4c69b feat(process-modal): show resolved supplier on Recent Orders rows
The Process Order Item modal already fetched order_items history with
the supplier id, but the rendered row only showed description, order
number, cost, selling, and markup — leaving the operator to guess
which supplier fulfilled each past order.

Now each Recent Orders row also shows the resolved supplier name,
tinted with the same deterministic supplier colour used by the
buyer-tasks cards (djb2 → 18-swatch palette). The id is looked up
locally against the modal's existing `suppliers` prop — no extra PB
expand needed.

Unknown supplier ids (e.g. supplier deleted since the past order) are
silently omitted rather than surfaced as a stale id. Two new tests
cover the resolved-name and missing-id cases.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-30 15:45:49 +02:00
SJCoetz
172d562f06 fix(buyer-tasks): generate PO succeeds + supplier stripe + PO badge
generatePoForGroup was creating purchase_orders records without
`po_number`, which is required by the PB schema. PB rejected the
create with 500 ("Failed to create record.") and the operator never
got a PO. Fix:

- New src/lib/server/po-number.ts — server-side generatePONumber()
  that mirrors the client version in pb-helpers.ts (PO-YYYY-MM-NNN
  format) but uses getAdminPocketBase(). Per the data-access rules,
  don't extend pb-helpers.ts; server business logic lives under
  lib/server/.
- generatePoForGroup now generates the PO number, includes
  total_amount (sum of costPrice * quantity) and order_item
  (back-link to the items) in the create payload — mirrors the
  canonical /orders/[id]/process PO-creation flow so the PB admin
  row shows related lines without an extra getList call.
- Test updated to assert the new payload (po_number regex,
  total_amount computed, order_item back-link).

UI while here:
- BuyerTaskGroupCard now renders a deterministic supplier colour
  stripe on the left edge. New src/lib/supplier-color.ts hashes the
  supplierId into a small Tailwind 600 palette (18 colours) so the
  same supplier always shows the same colour, and the supplier name
  gets tinted with the same colour for quick scanning.
- PO number is now shown prominently at the top of the card (in a
  warm-toned badge that matches the AI Insights theme) when one
  exists — po_draft and po_sent tabs. Needs PO tab omits it.

Co-authored-by: Orca <help@stably.ai>
2026-07-30 15:00:18 +02:00
SJCoetz
20b57ce2bb feat(sprint-modal): show markup + order desc hint + explicit Show/Hide
Three small additions to the process modal:

- Markup cell added to the pricing grid (4 cols now: PO Qty, Cost,
  Selling, Markup). Read-only and dashed like Selling — derived from
  selling/cost so the operator sees the margin they're pricing at.
  Green when selling ≥ cost, destructive when selling < cost.

- Above the PO description textarea, the order's original item
  description is now shown as a read-only reference hint. Lets the
  operator see what the customer asked for vs what they're sending
  to the supplier without having to scroll back to the modal header.

- AI Insights toggle now has an explicit "Show" / "Hide" label next
  to the chevron so the affordance is obvious. The chevron direction
  was the only signal before; the label makes the toggle
  self-documenting.

Co-authored-by: Orca <help@stably.ai>
2026-07-30 14:54:02 +02:00
SJCoetz
b9dfec8d28 style(modal): re-tint AI Insights section from info (blue) to warn (yellow)
The AI Insights section was info-blue while the modal's outer border
and the popover's AI card are warn-yellow. The mixed cool/warm
palette felt disjointed. Switching the section to warm warn tones
makes the yellow border feel intentional rather than decorative.

- border-info/20 → border-warn/40 (heavier, with shadow-warn/10 so
  the section has a soft glow)
- bg-info/5 → bg-warn/5
- text-info → text-warn-foreground (Sparkles icon, "AI Insights"
  label, chevrons, suggestion-available pill, Use AI button)
- Use AI button: border-info/30 → border-warn/40, hover bg-info/10
  → hover bg-warn/10

Co-authored-by: Orca <help@stably.ai>
2026-07-30 14:14:45 +02:00
SJCoetz
0007408f14 style(popover,modal): warn-toned AI card + warning-bordered modal
Popover (the ⓘ AI snapshot card):
- Switch from raw amber-200/amber-50 to the project's warn theme
  tokens so it matches the rest of the design system and respects
  dark mode.
- Subtle gradient backgrounds (from-warn/10 to-warn/5) so each card
  reads as a distinct section without screaming for attention.
- Icons now sit in coloured chips (rounded-md bg-warn/20 etc.) for
  better visual hierarchy.
- Freshness badges are pill-shaped with an inset ring instead of a
  flat square — softer.
- Fuzzy-match warning box uses warn tokens too so it doesn't clash
  with the parent card.
- Supplier / quote rows get a faint hover background and tighter
  spacing for easier scanning.

Process modal:
- Outer Card border switched from border-border/60 to
  border-2 border-warn/40 with a warm shadow-warn/15. The whole
  modal now pops on the dimmed background — fits the "stand out
  orange/yellow" ask.

Co-authored-by: Orca <help@stably.ai>
2026-07-30 14:12:59 +02:00
SJCoetz
5f039ea8cd feat(sprint-modal): lock selling, add PO qty, wire AI suggestion
The OrderSprintProcessModal was trying to do too much and made
operators do too much. The buying flow on this screen is now:

- Selling comes from the order and is fixed. Rendered as a read-only
  dashed-bordered cell with a "From order · not editable" hint — the
  price the customer was quoted is still visible so the operator can
  see the margin they're pricing at.
- Markup field removed (it only existed to drive the cost↔selling
  recalc). Markup is now computed from selling/cost at save time so
  downstream margin reports stay consistent.
- New PO Qty input (defaults to order_qty, falls back to quantity)
  written to order_qty. Lets buyers override for partial fills.
- "Use AI suggestion" button next to the AI Insights header reads
  ai_item_insights.top_historical_matches[0] and applies supplier_id
  (resolved to the actual supplier name in the dropdown) + cost_price.
  Disabled when no AI matches; warns if the AI's supplier_id isn't in
  the suppliers list instead of silently dropping it.

Visual refresh while here: backdrop-blur overlay, info-tinted AI
section so it reads as distinct from the deterministic history, soft
borders (border-border/60), success-coloured Process button with
shadow, gradient header, hover transitions, sticky footer with
status hint.

Co-authored-by: Orca <help@stably.ai>
2026-07-30 14:07:58 +02:00
SJCoetz
6093a749eb feat(ai-history): render item-history blob shape-aware
The AI agent returns `procurement_summary` + `top_historical_matches`
arrays but the popover was dumping both as raw JSON. Now:

- AiInsightsCard promotes the first *_summary/*_description key (or any
  long string) into a prose headline above the structured sections.
- isNamedEntry recognises matched_description / match_description /
  suppliername, so the renderer turns n8n's historical-match rows into
  structured list rows instead of an object-dump.
- AiCard inside the popover delegates body rendering to AiInsightsCard;
  the amber framing + freshness badge + raw-data fallback are kept.

Tests cover headline promotion, named-list rendering, empty blob,
description-keyed entries, and the popover's end-to-end shape.

Co-authored-by: Orca <help@stably.ai>
2026-07-30 13:56:39 +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