Commit graph

48 commits

Author SHA1 Message Date
b3965b1454 docs: implementation plan for compact DN row + order age badge
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>
2026-09-01 01:57:47 +02:00
3fc9c576bf docs: spec for compact DN row + order age badge
Two small, independent rendering improvements for /deliveries and /orders:

  1. /deliveries — each delivery-note row gets a compact subline with
     customer name, company name, parent order number, and a signed-copy
     indicator (paperclip + filename tooltip). All data already on the
     row payload — no server-side changes.

  2. /orders — order card right-aligned metadata slot gets a colour-
     coded age badge (today / Xd old) replacing the bare date string.
     New src/lib/order-age.ts as a pure function with bucket thresholds
     (green <3d, amber 3-7d, orange 8-14d, red 15+d) and a unit test.

No PB schema changes. No /api/v1 route changes. No MCP tool changes.

Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-09-01 01:56:28 +02:00
5c210546e9 docs: add implementation plan for rep dashboard (dashboard 2)
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-01 01:31:57 +02:00
cc6f63dabb docs: add design spec for rep dashboard (dashboard 2)
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-01 01:25:53 +02:00
Claude
afa4c070b3 docs(stock): reconcile spec with shipped design
Two spec-vs-implementation drifts caught by the final review:
- Move 'per-row validation → 200 with reason in results[]' out of the
  'Reject 400' list. The route enforces body shape (json / empty /
  too-many / bad id / missing actor) as 400; the service enforces
  forbidden_field / non-finite / not_found / pb_error per row so one
  bad sibling never aborts the rest.
- Move the 'realtime-conflict banner' from Page-behaviour to Out of
  scope (the implementation deferred it; the spec still listed it).
2026-08-31 17:19:12 +02:00
Claude
b6a76be75b docs(stock): implementation plan for inline pricing edit 2026-08-31 16:17:10 +02:00
Claude
7c3b8f642a docs(stock): bulk cap 100 + clarify selling-derive precedence 2026-08-31 16:14:29 +02:00
Claude
84a97ac7b2 docs(stock): design spec for inline pricing edit on /stock 2026-08-31 16:13:44 +02:00
bef2a08299 docs(pos): record created PB collections, live test results, catalog paging
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 02:25:28 +02:00
8e6a6deac9 docs(pos): record implementation deviations and rollout blockers
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:51:56 +02:00
a73f3b3f97 fix(orders): update order_number collision-checking logic
Refine the handling of order_number values in the MCP API. Custom free-text order_numbers are now allowed to repeat across orders without triggering collision checks, while only values formatted as ORD-YYYY-MM-NNN will be subject to collision verification. Update tests to reflect this new behavior and ensure proper functionality.
2026-08-31 01:24:56 +02:00
926be6c57b docs(pos): add implementation plan for WFSALES POS
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>
2026-08-31 00:03:25 +02:00
0ba9e59f82 docs(pos): add design spec for WFSALES POS app
Scopes hardening the existing POS mockup (superuser creds removed,
catalog moved to stock_items, checkout wired to stock_ledger) as a
route inside WFDASH-WEBAPP rather than a separate service.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-30 23:50:56 +02:00
4d95b7af8c docs: non-invoiceable extras design + plan, quantity-handling audit
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>
2026-08-30 18:28:44 +02:00
cb2beb4016 docs(orders): record sweep checkpoint outcome, keep 90-day window 2026-08-30 12:13:29 +02:00
11535fd432 docs(orders): flag the plan as partly-implemented, fix Task 7 paste-traps 2026-08-30 08:26:57 +02:00
5a8b8575b7 docs(orders): handoff doc for outstanding order-linking work 2026-08-29 23:53:30 +02:00
0083199ed2 docs(orders): spec + plan for delivery-note repeat-order detection 2026-08-29 23:51:52 +02:00
0979f6bc10 docs(orders): correct the possible-tier fixture in the plan
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>
2026-08-29 11:18:52 +02:00
88fa8e978e docs(orders): add implementation plan for quote auto-linking
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>
2026-08-29 10:59:37 +02:00
f1c07e8682 docs(orders): spec order↔quote auto-linking and per-line quote context
Design for closing three gaps in the existing order↔quote matcher:

  - The matcher only runs when an operator clicks it, so the ~85% of
    orders that arrive against a quote stay unlinked. Adds a call from
    createOrder plus a catch-up sweep for the backlog.
  - order_items.quote_item is only written when an order is created
    from a quote, so post-hoc links never pair lines. Adds persistence
    for confident pairs.
  - findMatchedQuoteItem re-guesses the pairing at render time using
    exact/substring matching, so buyer notes and per-line attachments
    silently vanish on any wording difference. Replaced with the
    tokenised matcher already in the repo.

Fuzzy candidates are windowed to 90 days before the order's own date
(widening to 12 months only when nothing clears the threshold);
exact-identifier lookups stay unwindowed.

No PocketBase schema changes required.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-29 10:49:06 +02:00
22660382fe docs(boss-dashboard): add phone-first /m dashboard implementation plan
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>
2026-08-28 09:42:48 +02:00
918586b6fb docs(boss-dashboard): add phone-first /m dashboard design spec 2026-08-27 23:36:32 +02:00
Dave
5a9e0c8a70 docs(approvals): add approve-and-send-from-list implementation plan
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
2026-08-27 00:37:38 +02:00
Dave
d87a007be3 docs(quotes): add approve-and-send-from-list design spec
Lifts the detail-screen "Approve & send email" button behaviour onto
the pending-approvals list rows. Replaces the list's existing
two-step approve + drill-in flow with the existing combined
review-approve endpoint behind the same SendQuoteModal the detail
page already uses.

Out of scope: "approve without send" toggle in the modal, inline
markup-edit on a row.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-27 00:33:50 +02:00
Dave
c3e9c74d61 docs(quotes): add no-quote feature implementation plan
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>
2026-08-26 23:13:02 +02:00
Dave
670ed791ec docs(quotes): add no-quote feature design spec
Adds is_no_quote boolean to quotes collection so operators can send
an official decline letter on a quote the company cannot price.
Spec covers schema, service-layer gate relaxations, PDF rendering,
UI toggle placement, error edges, tests, and rollout.

Approach A (surgical flag relaxation) chosen over B/C during
brainstorming to keep v1 minimal and reversible.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-26 23:08:08 +02:00
Claude
357decbb2b docs(plan): order-item context block — 12 TDD tasks
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>
2026-08-07 02:18:28 +02:00
Claude
3f82b0784d docs(spec): order-item context block (sprint modal + orders page)
Replaces the AI Insights section in order-sprint-process-modal with a
deterministic PocketBase-derived context block (last quote, last order,
last invoiced, stock). Same backend exposed as a popover trigger on
the orders detail page, replacing the existing AI-history ⓘ there.

Backend: new src/lib/server/order-item-context-service.ts +
GET /api/v1/order-items/[id]/context. Reuses pure helpers from
item-history-service (normaliseSkuForHistory, findBestDescriptionMatch,
aggregateSuppliers, computeCheapest).

UI: new <OrderItemContextPanel/> (inline expandable for the sprint
modal) and <OrderItemContextPopoverTrigger/> (ⓘ popover for orders
page). Apply = cost + supplier only; selling stays locked to the order.

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

Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:16:31 +02:00
SJCoetz
ff94086ec0 docs(plan): add implementation plan for Re-Send button on PO Sent tab
Co-authored-by: Orca <help@stably.ai>
2026-08-06 17:34:28 +02:00
SJCoetz
3a954982d0 docs(spec): add Re-Send button on PO Sent tab of buyer-tasks
Co-authored-by: Orca <help@stably.ai>
2026-08-06 17:33:25 +02:00
SJCoetz
40d069b5aa docs(plan): add 15% VAT to supplier PO PDF implementation plan
Co-authored-by: Orca <help@stably.ai>
2026-08-06 11:48:21 +02:00
SJCoetz
a663de2d36 docs(spec): clarify placement of vat computation
Co-authored-by: Orca <help@stably.ai>
2026-08-06 11:45:11 +02:00
SJCoetz
3beedc7ad6 docs(spec): add 15% VAT to supplier-facing PO PDF
Co-authored-by: Orca <help@stably.ai>
2026-08-06 11:44:54 +02:00
SJCoetz
a8231fec07 docs(stock-orders): wrap + PDF implementation plan
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>
2026-08-03 15:57:55 +02:00
SJCoetz
286043cace docs(stock-orders): design spec for cell wrap + PDF downloads
Two small additions to /stock-orders:
- Wrap long text in Number + Supplier columns
- Two PDF download buttons (Stocktake PDF, Orders PDF)

Both PDFs always include all rows, ignore the active status
filter and pagination. No persistence — throwaway reports.

Design reviewed: covers architecture, data model, API contract,
error handling, testing, and manual smoke. No new PB schema,
no new types.

Co-authored-by: Orca <help@stably.ai>
2026-08-03 15:54:24 +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
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
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
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
14badb8aee docs(plans): stock quick-draft modal implementation plan
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>
2026-07-30 21:31:59 +02:00
SJCoetz
23e8e94d7c docs(specs): stock quick-draft modal design
Adds spec for the new item-first quick-draft modal on /stock-orders:
item-first stock-order entry, accumulates per supplier into draft POs,
reuses existing Send/Receive flow. No schema changes.

Co-authored-by: Orca <help@stably.ai>
2026-07-30 21:26:47 +02:00
SJCoetz
fe1af217e0 docs: buyer tasks page design spec
Co-authored-by: Orca <help@stably.ai>
2026-07-29 19:35:44 +02:00
WFDASH Dev
52fd7fa303 docs(item-history): add manual smoke-test checklist for 4 env-var modes
Co-authored-by: Orca <help@stably.ai>
2026-07-29 15:16:40 +02:00
SJCoetz
7df7a8850f feat(item-history): add getItemHistory service with 5 PB queries
Co-authored-by: Orca <help@stably.ai>
2026-07-29 14:51:58 +02:00