Commit graph

765 commits

Author SHA1 Message Date
SJCoetz
588e9762c2 feat: add quote templates, improved email, new statuses
Add complete quote template functionality, enhanced outbound email sending, new quote statuses, and supporting infrastructure:
- Add new quote statuses (template, sending, mail_failed) with tailored UI styling for status pills
- Implement full template workflows: save real quotes as templates, create new quotes from existing templates
- Add support for custom quote dates and extended validity periods on generated PDF documents
- Build out improved email pipeline with persisted compose fields and retry functionality for failed sends
- Add attachment direction tracking to categorize inbound, outbound, and generated quote attachments
- Fix tooltip component to properly handle Radix `asChild` prop to avoid React DOM attribute errors
- Add comprehensive test coverage, schema migrations, and update sample test and production data
2026-06-24 22:57:01 +02:00
SJCoetz
714e910949 feat: add branded quote PDF generation and in-app viewer
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
2026-06-23 08:30:38 +02:00
SJCoetz
4c0b6b0163 feat: enhance toasts and add quote item toggle
- completely rewrite the Sonner toaster component with theme-aligned styling, default top-center position, brand-colored toast states, and improved spacing/sizing
- update root layout to remove hardcoded Toaster position prop since the component now handles its own positioning
- add toggle to show/hide completed quote items on the quote process page
- add empty state message when all quote items are fully processed
- memoize displayed quote items for stable sorting and filtering
2026-06-22 23:50:33 +02:00
SJCoetz
86c942a466 feat: add locked pricing and overhaul quote rewrite
- Bump quote rewrite API timeout to 180s for longer AI batch processing
- Extend structured quote item fields to include model and size, remove old type field
- Overhaul n8n quote rewriter workflow with updated prompt and null-safe output handling
- Add locked source-of-truth pricing controls to auto-calculate cost/selling prices
- Remove inline cost/selling inputs from quote items table and refine table layout
- Improve rewrite modal UI with sticky headers, better empty chip handling, and styling
2026-06-22 23:07:53 +02:00
SJCoetz
2c6155abbb feat: add AI quote item rewriter and supporting UI/UX changes
- Add `user_edited` field to QuoteItem type to gate AI rewrites on user-edited content
- Add idempotent migration script to add and backfill the `user_edited` field across quote items
- Replace plain Select components with searchable SupplierSearch combobox across order and quote pages
- Add working days calculation utility and aged quote warning badges for overdue quotes
- Implement expandable row previews in the quotes list view
- Add full AI rewrite workflow: backend API endpoint, frontend modal, and n8n workflow definition
- Update package scripts for the new migration
2026-06-22 18:29:59 +02:00
SJCoetz
a18ab0f19f feat: add quote email tracking, user color coding, and improved attachments
Add comprehensive quote management and UI improvements:
- Add `email_received_at` field to quotes collection, TypeScript types, and setup script
- Update quote attachments schema to mark `kind` optional for legacy attachments, add `uploaded_at` field, and improve documentation comments
- Create `/api/v1/users/lookup` server endpoint to resolve user IDs to display names
- Add stable user ID → color mapping for visual grouping of claimed quotes
- Enhance quotes list page: reorder tab filters, show claimer names, color-code rows per claimant
- Update quote detail page to display claimer info with user icon
- Expand DataTable component to support per-row custom class and style props
- Overhaul QuoteEmailCard: add proper HTML/plain text body sanitization/linkification, inline PDF/image previews, improved metadata display, and fixed auth-aware attachment previews via blob URLs
2026-06-22 15:15:00 +02:00
SJCoetz
41b5fc4cbf feat(quotes): add email-to-quote pipeline with attachments and replies 2026-06-16 20:46:28 +02:00
SJCoetz
c4e1c62882 chore: standardize line endings and add full test + config scaffolding
Fix inconsistent line endings across all project files for cross-environment consistency.
Add complete unit test suite covering core utilities, API routes, and server services.
Add Playwright E2E test setup with smoke, auth, and agent API tests.
Update all project configuration files to match standardized formatting.
Fix MCP API error handling to properly propagate HTTP status codes and use correct JSON-RPC error codes.
Add VSCode workspace configuration, extensions, and example MCP config files.
Update .gitignore to exclude new test and build artifacts.
2026-06-11 20:30:02 +02:00
SJCoetz
83935c990b Add dark map, marker editing and fullscreen
Add dark-theme styles and Leaflet z-index tweaks; switch tile layer URL/attribution based on Next.js theme. Introduce theme hook, PocketBase helper import and tile constants; lower label zoom breakpoint. Replace ZoomWatcher with MapWatcher that invalidates map size when toggling fullscreen. Add fullscreen UI, edit mode toggle, draggable markers when editing, and saveSupplierLocation to persist coordinate updates to PocketBase with optimistic UI and toast feedback. Misc: simplify cluster marker popup handling, ensure popups close before cluster flyTo, and tweak cluster distance label to reflect current zoom.
2026-05-27 17:57:24 +02:00
SJCoetz
54644c7ce8 Improve map clustering and labels
Enhance supplier map UX by introducing zoom-aware clustering and refined marker visuals. Adds clusterIcon, clusterDistanceForZoom, ZoomWatcher, ClusterMarker and SupplierPopup components; switches to dynamic cluster sizes and distances based on zoom, and flies into clusters on click. Shows individual supplier markers and optional permanent labels above configurable zoom breakpoints, and reduces marker sizes/shadows for a cleaner look. Also adds .supplier-map-label CSS for tooltip-style permanent labels.
2026-05-27 14:53:54 +02:00
SJCoetz
565b1a6e2b Add supplier map feature with Leaflet UI
Introduce a new SupplierMap component and page to visualize suppliers on a Leaflet map (client-side, dynamic import). Wire the feature into the app by importing Leaflet CSS in the global layout and adding a Supplier Map entry to the sidebar. The map fetches suppliers, parses coordinates, groups nearby suppliers into proximity clusters, and shows markers, tooltips, and lists of missing coordinates. Update package.json to include leaflet, react-leaflet and types; remove a Windows-specific lightningcss package. Also normalize Dockerfile ENV formatting (no behavior change).
2026-05-27 14:39:00 +02:00
SJCoetz
fd1571e294 Add PocketBase collections, APIs & migration docs
Introduce PocketBase workflow support, migration tooling, server APIs and documentation. Adds a set of PocketBase collection JSONs (order_items, order_items_v2, collection_pool, delivery_notes, delivery_note_items, repairs) and a large import manifest for workflow collections; includes docs describing MCP/API layer, migration audit, order-item schema and rollout plans. Adds server-side agent/MCP endpoints and services (api/mcp, api/v1/orders, collection-pool, order-items status, health) plus helper modules (pocketbase-admin, orders-service, order-item-status, agent-auth) and a migration script to create order_items_v2/collection_pool. UI: new pages for collection-pool, delivery-notes, repairs and several updates to orders/quotes pages, sidebar, tooltip and pb helpers/types. Also updates package.json (migration script and related changes) and global styles. Required env vars and suggested migration command are documented (e.g. NEXT_PUBLIC_POCKETBASE_URL, PB_ADMIN_EMAIL, PB_ADMIN_PASSWORD, ORDER_ITEMS_COLLECTION; run npm run pb:migrate:orders-v2).
2026-05-25 18:39:33 +02:00
SJCoetz
954dc266e4 feat: add service worker, offline page, and manifest for PWA support 2026-05-24 17:02:07 +02:00
SJCoetz
a828432540 fix: improve responsiveness and accessibility of dashboard and quotes pages 2026-05-24 16:51:12 +02:00
SJCoetz
363786ea36 feat: add UI components for separator, sheet, sonner, switch, table, tabs, textarea, tooltip
- Introduced a new Separator component for visual separation in UI.
- Added Sheet component for modal-like functionality with triggers and overlays.
- Implemented Toaster component for notifications using Sonner library.
- Created Switch component for toggle functionality.
- Developed Table component with headers, body, footer, and rows for structured data display.
- Added Tabs component for organizing content into tabbed interfaces.
- Implemented Textarea component for multi-line text input.
- Created Tooltip component for displaying additional information on hover.

feat: add PocketBase helpers and types

- Implemented various helper functions for interacting with PocketBase collections (customers, companies, suppliers, quotes, orders).
- Added type definitions for entities such as Customer, Company, Supplier, Quote, Order, and their respective items.
- Included utility functions for generating unique identifiers for quotes, orders, and purchase orders.
- Added functions for calculating totals and formatting currency and dates.

chore: add TypeScript configuration

- Added tsconfig.json for TypeScript support with strict type checking and module resolution.
2026-05-24 16:31:01 +02:00