Commit graph

4 commits

Author SHA1 Message Date
Dave
1bc80dc686 feat(orders): enhance order retrieval and statistics functionality
- 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.
2026-08-16 00:51:24 +02:00
Dave
151ae8d67f feat(quotes): introduce quotes.submit tool for approval transition
- 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.
2026-08-15 19:01:52 +02:00
Dave
c4b53bcc4b feat(mcp): add walk-in quote creation and enhance customer filtering
- 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.
2026-08-15 11:50:48 +02:00
Dave
80a08a742b feat(mcp): enhance API documentation and add new tools
- 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.
2026-08-15 00:06:40 +02:00