Adds the new field to the PATCHABLE_FIELDS whitelist, validates
type as boolean, and dispatches to a new setIsNoQuote service helper.
Tested via mocked route handler.
- Updated the Orders and Quotes detail pages to enhance table layouts, ensuring that the Description column has adequate space for multi-line text.
- Removed the Driver column from the Orders table to streamline the layout and prevent content squeezing.
- Adjusted fixed widths for various columns to fit within the viewport without horizontal scrolling, improving overall user experience.
- Ensured consistent styling and layout adjustments across both pages for a unified look and feel.
- Updated the orders page to use `OrdersReviewModalMount` for improved order review functionality.
- Removed the inline `orderAttachementsToQuotes` function to simplify the code structure and enhance maintainability.
- Introduced a review modal in the order detail page, allowing users to trigger the review process with a dedicated button.
- Ensured consistent behavior between the orders list and detail pages regarding order review interactions.
- Updated the `scoreQuote` function to incorporate price scoring, allowing quotes to be evaluated based on selling and cost prices when the query is numeric.
- Introduced new weights for item selling and cost prices, ensuring they contribute to the overall score only when relevant.
- Enhanced the test suite to cover new price matching scenarios, ensuring accurate scoring behavior for quotes based on price inputs.
- Refactored related functions to support the new price scoring logic, maintaining consistency across the scoring process.
- Updated the `orders.add_attachment` and `orders.list_attachments` tools to utilize the order's own `order_attachements` field, allowing immediate visibility of attachments without requiring a matched quote.
- Enhanced the `POST` route for uploading attachments to support multiple files and improved response structure to include `collectionId` and `collectionName`.
- Merged attachment sources in the `GET` route for matched attachments, providing a unified view of order-level and quote-level files, with a new `source` field to indicate the origin of each attachment.
- Added utility functions for inferring MIME types and attachment kinds based on file extensions, ensuring consistent handling across the application.
- Improved documentation for clarity on the attachment handling process and updated response formats to reflect the new structure.
- Added support for deduplication of orders based on the `email_message_id`, preventing duplicate entries during email intake.
- Introduced the `displayContactName` utility to sanitize and format contact names, improving the display of order details by removing extraneous whitespace.
- Updated relevant order-related components to utilize the new utility for consistent contact name rendering.
- Enhanced tests to cover the new deduplication logic and the functionality of the `displayContactName` utility, ensuring robust behavior in various scenarios.
- Modified the file handling in the repair details page to use the correct repair ID and simplified the key assignment for photo files.
- Updated the API route to cast the status parameter to the new RepairStatus type for improved type safety.
- Expanded the RepairFileField type to include "delivery_note" for better file management.
- Removed unused helper functions to clean up the codebase and improve maintainability.
- Introduced a new toggle in the quotes and archive pages to allow users to include older quotes beyond the default 90-day cutoff.
- Updated the search parameters in the quotes and archive APIs to handle the new `includeOlder` flag, enabling full history searches.
- Enhanced the user interface to reflect the current search scope, providing clear feedback on whether the search is limited to recent quotes or includes the full archive.
- Adjusted the quotes search service to support the new functionality, ensuring efficient retrieval of older quotes when requested.
- Added relevant tests to verify the correct behavior of the new search feature and its integration with existing functionality.
- Introduced a new tab for quotes completed within the last 7 days, enhancing the user experience by allowing quick access to recent activity.
- Updated the quotes search service to filter results based on the new "completed_recent" status, ensuring efficient retrieval of relevant quotes.
- Enhanced the quotes service to compute the cutoff date for the recent quotes dynamically, maintaining consistency across the application.
- Added tests to verify the functionality of the new filter, ensuring accurate behavior in the quotes search pipeline.
- Updated the TV dashboard to include a new section for driver stops, displaying active deliveries and pickups with GPS coordinates.
- Refactored the dashboard data structure to incorporate year-over-year performance metrics alongside existing monthly and weekly stats.
- Replaced the supplier map with a driver stops map for improved clarity on driver activities.
- Enhanced the user performance metrics to include detailed counts for quotes and orders processed by each representative.
- Removed the obsolete supplier map component to streamline the dashboard's functionality.
- Introduced a centralized `deliveryNoteLetterheadCode` function to ensure all delivery-note PDFs consistently use the Westcott Group letterhead, regardless of the subsidiary.
- Updated relevant API routes and services to utilize the new function, removing previous hardcoded fallbacks.
- Enhanced the `DriverStop` interface to include timestamps for better reporting capabilities.
- Added new fields to track creation timestamps for driver stops, improving data accuracy for outstanding reporting.
- Adjusted the `SheetContent` width in multiple form components to improve responsiveness.
- Enhanced the `CompanyForm` layout by reorganizing fields for better clarity and usability, including the addition of coordinates input.
- Updated the `CustomerForm` and `SupplierForm` to maintain consistency in design and structure.
- Improved the `DataTable` component's card styling for better visual appeal and user interaction.
- Refined the `QuotesPage` card styling to enhance the user experience when selecting quotes.
- Added `drv_id` to the stock row data structure to ensure proper assignment tracking.
- Implemented a new `isReadyForCollection` function to streamline the logic for determining if stock rows are ready for collection.
- Updated the `buildVisibleRows` function to utilize the new readiness check, improving the accuracy of row filtering based on the ready status.
- Added a test case to verify that stock rows are correctly included in the ready filter, ensuring expected behavior in the collection pool view.
- Enhanced coordinate parsing logic to handle various input formats, improving robustness in the driver stops API.
- Introduced a new `quote_notes` field to store operator-facing free-text notes, distinct from the existing `notes` field used for rejection audit logs.
- Updated the quote processing page to include a `QuoteNoteCard` for editing and displaying the operator notes, ensuring seamless integration into the PDF generation flow.
- Enhanced the PDF generation logic to render the operator notes in a blue callout below the totals, improving visibility for end-users.
- Implemented a new service function `setQuoteNotes` to handle the saving of notes, including trimming whitespace and handling non-string inputs defensively.
- Added unit tests for the `setQuoteNotes` function to ensure correct behavior and data integrity when updating notes.
- Updated relevant types and documentation to reflect the new functionality and its intended use cases.
- Implemented a new split mechanism for order items, allowing operators to split quantities based on in-stock and non-in-stock statuses.
- Updated the payload for creating split order items to ensure it adheres to the PocketBase schema, avoiding empty strings for relation fields and removing deprecated fields.
- Enhanced error handling in the split route to log unexpected errors for better debugging.
- Improved the UI to conditionally render split buttons based on item availability, ensuring a clearer user experience.
- Added unit tests to validate the new splitting logic and payload structure, ensuring robustness against schema changes.
- Introduced a new `ConfirmStockDialog` to handle stock collection confirmations, allowing operators to review per-line quantities and any short lines before finalizing the action.
- Updated the `CollectionConfirmPage` to manage the new confirmation state and trigger the dialog upon clicking the "Confirm collection" button.
- Enhanced tests to cover the new dialog functionality, ensuring correct behavior for both full and short quantity lines during the confirmation process.
- Improved documentation to clarify the flow and user interactions with the new confirmation dialog.
- Implemented tests for quantity editing functionality, ensuring that pressing Enter updates the quantity for order items and stock sources correctly.
- Added validation for input errors, rejecting fractions and negatives with appropriate inline error messages.
- Enhanced test coverage for the quantity handling logic, confirming correct API calls and data submissions for both customer and stock items.
- Introduced a new `handleQtyChange` function to manage per-row quantity updates for both customer and stock items, ensuring correct data submission to the appropriate endpoints.
- Enhanced the `dedupeAttachments` function to handle additional document sources, including parent purchase orders, and skip empty filenames to prevent 404 errors.
- Updated the `ItemsTable` and `PoCard` components to support quantity editing, allowing users to modify collected quantities directly in the UI.
- Added tests to validate the new quantity handling logic and attachment deduplication, ensuring robust functionality across various scenarios.
- Introduced a new `DeliveryNoteRow` type to track delivery notes alongside items, improving the organization of delivery data.
- Updated the `DeliveryListResponse` type to include delivery notes, allowing for better integration with the existing delivery management system.
- Enhanced the `groupByCustomerOrder` function to accommodate delivery notes, ensuring they are grouped correctly with their respective orders.
- Implemented state management for delivery notes in the `DeliveriesPage` component, including loading and error handling.
- Added search functionality for delivery notes, enabling operators to filter by delivery note number, customer PO, and order details.
- Updated the UI to display delivery notes alongside items, improving the overall user experience in the deliveries management interface.
- Enhanced tests to cover new delivery notes functionality and ensure correct behavior across various scenarios.
- Added a new service function `markDeliveryNoteCompletedByInvoice` to auto-close delivery notes after successful QuickBooks invoice creation, updating the status to "completed" and appending an audit banner to the notes.
- Enhanced the delivery note detail page with a modal for creating invoices via QuickBooks, including customer selection and billing company options.
- Implemented state management for the invoice modal, including loading states and error handling for customer fetching.
- Updated tests to cover the new auto-close functionality and ensure correct behavior across various scenarios.
- Improved documentation for the delivery notes service to reflect the new functionality and its usage.
- Added a switch to toggle the visibility of supplier names and PO numbers in the invoicing page, enhancing user experience by allowing operators to view detailed information as needed.
- Updated the `RowIdentity` component to conditionally render supplier and PO details based on the toggle state.
- Introduced localStorage persistence for the detailed view preference, ensuring user settings are retained across sessions.
- Enhanced tests to verify the functionality of the detailed view toggle and its impact on displayed data.
- Updated the `GET /api/v1/orders` endpoint to support additional query parameters including `customer`, `createdAfter`, `createdBefore`, and `status`, allowing for more granular order filtering.
- Implemented logic to resolve customer IDs from names and aggregate order items by their statuses for improved data retrieval.
- Introduced new helper functions in `orders-service.ts` for fetching order statistics and daily summaries, enhancing reporting capabilities.
- Added comprehensive documentation for the new query parameters and their usage in the API documentation.
- Improved error handling for invalid customer and status inputs, ensuring clearer feedback for API consumers.
- Updated the `quotes.submit` tool to allow submission of quotes with unpriced items by introducing a `partial: true` flag, transitioning the quote to `partial_approval_pending` instead of `approval_pending`.
- Enhanced the response structure of `submitQuote` to include `previousStatus`, `submittedAt`, and `targetStatus`, providing better context for the agent.
- Improved error handling in the `sendQuoteEmail` function to surface detailed readiness issues when a PDF cannot be generated, allowing operators to address specific gaps in quote items.
- Regenerated API documentation in `docs/api-mcp-layer.md` to reflect these changes, ensuring accuracy and clarity in tool descriptions.
- Added comprehensive tests to validate the new functionality and error handling improvements.
- Added a new `upstreamOrigin` function to resolve the correct upstream API origin for internal MCP to REST calls, addressing issues with container deployments where `req.nextUrl.origin` resolves incorrectly.
- The function prioritizes environment variables for configuration, ensuring proper routing in various deployment scenarios.
- Updated multiple API fetch calls to utilize the new `upstreamOrigin` function, improving reliability and consistency in internal API interactions.
- Introduced structured error handling for MCP upstream fetches, distinguishing between network errors (`-32010`) and upstream errors (`-32011`). This allows the agent to provide more informative feedback based on the type of failure encountered.
- Updated the `fetchUpstreamJson` function to throw `McpUpstreamError` with detailed error data, including hints and next actions for specific tools.
- Enhanced the `TOOL_HINTS` mapping to provide tool-specific guidance for handling errors, improving the agent's ability to respond to various failure scenarios.
- Added comprehensive unit tests to validate the new error handling logic and ensure correct behavior across different error cases.
- Updated documentation in `docs/agents/hermes-skill.md` to include a new section on structured MCP errors, detailing the error codes and their meanings.
- Added a new `quotes.submit` tool that transitions a quote from `new` to `approval_pending` once all line items are priced. This tool ensures that only fully priced quotes can be submitted for approval, enhancing the integrity of the approval process.
- Updated the API documentation in `docs/api-mcp-layer.md` to include the new `quotes.submit` tool and its usage details.
- Enhanced the `quotes` status enum in `docs/agents/hermes-skill.md` to reflect the new transition and its implications.
- Regenerated documentation to ensure accuracy, increasing the total tool count from 126 to 127.
- Added comprehensive tests for the `submitQuote` function to cover various scenarios, including idempotency and error handling for unpriced items.
- Introduced a new `quotes.create` tool for creating quotes from scratch without an inbound email, allowing operators to generate quotes directly from the dashboard.
- Updated `customers.list` to support filtering by representative using either a 15-char PB user ID or a case-insensitive name/email match.
- Enhanced API documentation in `docs/api-mcp-layer.md` to reflect the addition of the new quote creation tool and updated customer filtering capabilities.
- Regenerated documentation to ensure accuracy, increasing the total tool count from 125 to 126.
- Updated `docs/api-mcp-layer.md` to reflect the current state of the API, including new endpoints and tools.
- Added `category` field to `QUOTE_ITEM_PATCH_FIELDS` and `ORDER_ITEM_PATCH_FIELDS` to support item categorization.
- Introduced 22 new MCP tools to cover previously missing REST functionalities, increasing the total tool count from 103 to 125.
- Improved descriptions for several existing tools to clarify their usage and parameters.
- Regenerated the API documentation to ensure accuracy and completeness.
- update backend service to fetch stock purchase attachments
- refactor dedupe logic to avoid filename collisions between customer and stock attachments
- adjust PoCard to generate correct file URLs for stock attachments
- update test expectations for the modified service query
- move CollectionConfirmValidationError imports from stock-purchase-items-service to collection-confirm-service
- update ConfirmRow type: add supplier_sku field and remove unused nested expand properties
- refactor sortRowsByField generic in orders-service to fix type access errors
- add non-null assertion to firstRow.stock_purchase_id in collection confirm page upload handler
- Add new POST API endpoints at `/api/v1/stock-purchase-items/[id]/sku` and `/api/v1/stock-purchase-items/[id]/cost` for updating stock purchase item details
- Update ItemsTable to support cost and SKU edits for all row types, add supplier SKU column and editing for stock rows
- Extend PoCard to pass edit callbacks and add stock-specific invoice upload functionality
- Update all related test suites to cover new editing and UI features
- Adjust invoice upload messaging to differentiate between customer and stock purchase orders
Add full purchase order agent tooling and supporting changes:
- Add server-side purchase-order-agent-service for scanning both stock and customer POs, with complete test coverage
- Add inline SKU and supplier SKU editing flows to stock order detail pages
- Update MCP API route to support new PO agent tools (purchase_orders.scan, diff, record_diff_report) and stock_purchase_items.list
- Fix flaky CollectionPoolPage tests by wrapping state-dependent assertions in waitFor
- Refactor CollectionPoolPage auto-collapse logic to avoid react-hooks lint trap and run exactly once on initial load
- Delete temporary .tmp-inspect-pool.mjs development script
Implement new server-side ranked quote search endpoint at `/api/v1/quotes/search`, replacing the legacy 500-row client-side substring scan that missed older quotes and didn't rank results by relevance. The new search scores matches across quote identifiers, customer/company headers, and line item fields.
Update PO number generation and validation to use a dashless format (POYYYYMMNNNXXX) with per-company scoped sequence numbers, and ignore legacy PO formats when calculating new sequences.
Remove legacy `searchQuotesWithItems` function and its associated test file, then update the quotes page to use the new server-side search API.
Add comprehensive unit and integration tests for the new quote search service and updated PO number logic.
- Add shared env loader for migration scripts to load .env and .env.local files at module init
- Add migration script to fix broken delivery note relation fields and backfill missing company data
- Update delivery notes list page: add status filter tabs, company-based collapsible grouping, increased fetch limit, and improved global search
- Add per-item cost price, markup calculations, and total summary rows for cost, selling price, markup, and margin to delivery note detail pages
Add full PIN-protected TV dashboard stack including auth, redirects, map view, APIs, and server services.
Also include these critical refinements:
- Overhaul PO number generation to use per-company monthly sequences
- Rework quote rejection to bounce quotes back to operator queues instead of marking them terminal
- Add post_processing order tab group for clearer workflow visibility
- Fix collection pool tooltip positioning, overflow clipping, and default collapsed state
- Refactor customer list API, clean up unused form props, and fix item intel popover target ID handling
- Add comprehensive tests for new components and update existing test expectations
- Fix resolveInvoiceLineDefaults to prioritize customer order quantity over supplier-collected quantity, ensuring invoices reflect what the customer actually ordered
- Add surplusQty utility function to calculate supplier MOQ overflow that should be booked to stock via /api/v1/stock/surplus-book
- Add surplus stock indicators in order and delivery note modals with descriptive tooltips explaining the surplus amount
- Expand supported letterhead codes to include WESTSCOTT GROUP, and configure all delivery notes to use the Westcott Group letterhead globally per business branding rules
- Improve error handling and logging in the delivery notes API POST route to include PocketBase error details and request context for easier debugging
- Add comprehensive unit tests for the updated invoice line logic and new surplusQty function to prevent regressions
- Fix delivery note PDF signature section overlapping page contents by removing fixed absolute positioning
- Add client-side picker for duplicate order numbers when merging delivery notes
- Add orderId parameter to combine delivery notes API for direct order lookup
- Update resolveDeliveryNoteLineQty to prioritize operator-edited quantity first
- Refactor combine delivery notes service and API to handle order lookup errors and candidate selection
Add inline quantity editing for delivery note items:
- New PATCH API endpoint and service function to update item quantities
- Optimistic UI updates on the detail page with error and loading states
- Input validation and status gating for draft/sent delivery notes
Add bulk delivery note combine functionality:
- New POST API endpoint and service to merge multiple draft/sent notes
- Row selection support in DataTable across pagination
- Confirmation modal with selected notes preview and optional order linking
- Automatic audit trail updates for merged and cancelled records
Extend OrderItem TypeScript interface with optional order expand field
Fix minor type casting issues in createAdHocDeliveryNote utility
Add new POST API endpoint at /api/v1/delivery-notes/[id]/regenerate-pdf to re-render and save delivery note PDFs from current line items. Add a "Regenerate PDF" button to the delivery note detail page with loading state and single-flight protection to prevent duplicate requests. Update ad-hoc delivery note creation to automatically attach PDFs to order items so print and download buttons work immediately after creation. Add helper utilities for resolving relation names and calculating line item quantities for PDF rendering.
This commit adds a full unauthenticated PWA for in-store retail order taking:
- Dedicated `/new-order` route with complete order form, customer/company picker
- Public `/api/counter/*` endpoints for search, order creation, and photo uploads
- Photo capture and gallery selection with 10-photo per order limit
- Offline caching via dedicated service worker and app manifest
- Shortcut redirect at `/counter` for quick installation
- Comprehensive setup and usage documentation in `docs/counter-pwa.md`
- Minor cleanup to root layout metadata and service worker registration
- Small layout fix for collection pool row text truncation
Orders submitted via the PWA appear immediately in the main CRM's New tab, and the app is designed for trusted office kiosk phones without requiring user login.
Add a complete workflow for managing duplicate intake orders:
- Add new server API endpoints for single order cancellation, duplicate detection, and bulk duplicate cancellation
- Add client UI components for bulk duplicate cleanup and single order soft cancellation
- Add a "Duplicates" button to the orders dashboard for quick access to the cleanup tool
- Refactor invoicing module: rename customerNameSimilarity to nameSimilarity, update QB customer picker to use radio buttons and remove automatic preselection
- Add comprehensive test coverage for the new order service utilities
Update the cancel delivery note dialog description to correctly state items are marked as cancelled
Fix PocketBase expand field whitelisting for delivery items to avoid missing related entity data
Change order item status to "cancelled" instead of "completed" when cancelling a delivery note, with updated JSDoc explaining the choice of status
Update the buyer tasks PO sent filter and its regression test to cover all current ItemStatus values
Add backend API routes and service functions for delivery note status updates with strict validation rules
Add UI action buttons and cancellation confirmation modal to the delivery note detail page
Update table layouts and styling across delivery notes and invoicing pages to improve responsiveness
Fix text overflow issues by adding whitespace-nowrap and break-words classes
Refactor order items table to display status inline and reduce redundant layout code
This commit adds several key features, improvements, and cleanups across the codebase:
- Add `order_items.confirm_collected` MCP/REST endpoint to mark order items as collected without requiring driver assignment
- Add standalone order creation and order split APIs for flexible order management
- Update order list sort to oldest-first to align with user workflow of working through oldest orders first
- Improve order search to show cross-tab matches and display source tab indicators on search results
- Add customer name similarity check to warn about mismatched QuickBooks customers during invoice creation
- Remove supplier name column from delivery note PDFs and clean up related data passing across delivery note routes
- Add validation and debug logging to ItemIntelPopover for missing item ID on apply actions
- Remove unused OrderItemContextPopoverTrigger component from order detail page
- Add delivery note regeneration script and update test suites for new and existing functionality
- Update documentation and add test coverage for the new collection confirm tool
Add a new Next.js POST API endpoint that regenerates AI item insights for specific quote_item or order_item records. Support dry-run mode to preview insights without persisting changes, validate input parameters and existing records to return clear error responses, and use admin-level PocketBase access for trusted server-side callers including n8n webhooks and batch cron jobs.
Single-line behavioural change: buildRecentInvoiceRange now subtracts
5 days from today instead of 3. The "in last 3 days OR unprinted" rule
shipped in the previous commit picks up the new window automatically —
the window affects which old-but-unprinted rows are still considered
"in the window" (purely a UX nuance; the unprinted branch already
covers anything older).
Also tighten the section-header + empty-state copy and the test
fixtures to reflect the new window. The "INV-OLD-*" dates in the
range test had to push back from 2026-07-05 to 2026-07-02 — 2026-07-05
fell inside the new 5-day window, which would have flipped the test's
expectation (it was asserting that printed-old dates are hidden).
Files:
- src/app/(app)/invoicing/view-model.ts — buildRecentInvoiceRange: -3 → -5
- src/app/(app)/invoicing/view-model.test.ts — expected `from` date
shifts by 2 days; test name updated
- src/app/(app)/invoicing/page.tsx — section header + empty state +
inline comments mention "5 days" instead of "3 days"
- src/app/(app)/invoicing/page.test.tsx — test name updated;
INV-OLD-*/INV-OLD-PRINTED fixture dates pushed back from 07-05 to 07-02
to stay outside the new 5-day window
