Commit graph

27 commits

Author SHA1 Message Date
7555196166 feat(audit): implement audit trail for delivery notes and orders
- Added an audit trail feature that logs every create, update, and delete action on delivery notes and orders, capturing detailed changes per field.
- Introduced the `AuditTimeline` component to display the history of changes for delivery notes and orders, enhancing traceability.
- Updated the `page.tsx` files for delivery notes and orders to fetch and display audit logs, ensuring users can view the history of modifications.
- Enhanced the `package.json` with a new migration script for setting up the audit log functionality.

This feature improves accountability and transparency in the management of delivery notes and orders.
2026-09-30 01:48:44 +02:00
cd359b75a9 feat(quotes): split attachments into internal vs outbound with operator upload UI
Splits the quote attachment model along the seam that actually matters:
'operator-only references' (drawings the operator consulted, supplier
emails they filed away) vs 'customer-facing files' (supplier quotes,
drawings, NDAs that need to ride along on the email).

Schema (PB): new `internal_attachments` + `outbound_attachments` fields
on the `quotes` collection, maxSelect 10 each. Existing `attachments`
field kept for back-compat but is no longer the source of truth for
outbound emails.

API:
- GET/POST/DELETE /api/v1/quotes/[id]/internal-attachments[/{filename}]
- GET/POST/DELETE /api/v1/quotes/[id]/outbound-attachments[/{filename}]
- POST /api/v1/quotes/[id]/attachments/upload kept for legacy `attachments`

MCP: `quotes.send_email` description now correctly states
`selectedAttachmentIds` are PB file tokens from `outbound_attachments`
(supplier quotes, drawings, NDAs), not IDs of the legacy `attachments`
collection.

Frontend: `ProcessOutboundAttachmentsCard` component lets the operator
upload/remove customer-facing files during the process page; approval +
process pages now read the new fields.

Outbound Send workflow (deployed as `PIEAkPYYYZLGl6Pj`):
- Old workflow (id `WF_Email_Send_SMTP`) and stale repo file
  (`WFDASH — Quote Outbound Send.json`) replaced.
- New revision intersects `quotes.outbound_attachments` with
  `email_outbound_attachment_ids`, downloads each from
  `/api/files/quotes/<id>/<token>`, and emits
  `options.attachments: [{name, content, type}]` consumed by
  `Send Email (SMTP)` (PO Send pattern).
- Failure path flipped from `send_failed` to `mail_failed` so
  `retryQuoteEmail` can find failed sends (it only accepts the
  latter). Previously failed sends were stranded.

Email Monitor (v5) workflow fixes:
- Reply-branch auth: any authenticated request now passes through;
  pre-fix bug rejected branches that the IMAP trigger hadn't seen yet.
- Reply detection: bulletproof subject regex
  (/Q-?\d{4}-?\d{2}-?\d{3}/) accepts both legacy `Q-2026-09-246`
  and current `Q202609246` formats; canonicalised digits-only for
  PB `~` substring match.

Delivery notes: new pricing endpoint at
/api/v1/delivery-notes/items/[id]/pricing + service-layer methods.

Snapshots kept for forensics: PRE-FIX-REPLY-{BRANCH-AUTH,DETECTION}.json
and push-payload.baseline.json are the previously-deployed workflow
shapes, retained so we can diff/rollback if regression hits.

Verified:
- PUT workflow PIEAkPYYYZLGl6Pj -> 200, active, 25 nodes
- quotes-service.test.ts: 117 pass (4 pre-existing failures unchanged)
- mcp/route.test.ts: 118 pass (2 pre-existing failures unchanged)
- node --check on new Code node JS passes

Docs: docs/quotes-outbound-attachments-deploy.md covers the deploy
procedure; docs/api-mcp-layer.md description sync.
2026-09-09 13:43:56 +02:00
3de1d622b8 feat(quotes): allow resubmit from any post-submit status, not just rejected
The submit action was previously gated on the 'rejected' status only, so
reps had no way to push an emailed, follow-up, problem, or completed
quote back through the approval queue after a customer came back with
changes. Q202609137 sat in 'Awaiting reply' (emailed) with no UI to
re-route it.

Centralise the resubmit eligibility in quote-status.ts as a single
RESUBMITTABLE_STATUSES set (emailed, approval_pending, approved,
complete, follow_up, problem, mail_failed, email_failed,
partial_approved, rejected) and have quotes-service submitQuote read
from it. The page banner switches from a rejection-only red banner to a
generic ResubmitBanner with two visual variants: destructive for
rejection, info for the other nine states. Cancelled, claimed, sending,
and template quotes stay locked.

Splits the old submitQuote test into 'still rejects cancelled + claimed'
and 'accepts every resubmittable status' so the 10 allowed transitions
are each asserted individually. Also fixes a missing pocketbase-admin
mock that was breaking the submitQuote suite.
2026-09-07 16:51:55 +02:00
66559af422 Add quote PDF generation and stale PDF handling 2026-09-07 07:08:27 +02:00
93cb898f1e feat(quotes): add repeat-request detection service
Adds findDuplicateQuotes(), which groups quotes representing the same
underlying request. The business case is mining tendering: several
engineering companies each ask us to price the SAME item list because
they're all bidding for one spot on a mine, and the office needs to
find what the earlier quote went out at.

That inverts the usual dedupe rules, so both are deliberate:
  - matching is CROSS-COMPANY (two customers sending the same list is
    the signal, not a false positive)
  - the email-body pass is CROSS-SENDER (bidders forward the same
    tender document from different addresses)

Three passes: item_content (normalised line fingerprint, order
independent), email_body, and email_message_id.

Noise filtering is tuned against live data. The n8n intake writes an
"items from email request <name>" placeholder when it can't extract
line items; without excluding those, every unextracted email matches
every other one. A minimum line length drops junk like a bare "quote"
while keeping real one-liners the office genuinely re-quotes.

The completed-quote window measures `created`, not `updated`: a bulk
backfill rewrote `updated` on all 8,964 rows to a single timestamp, so
an `updated >=` cutoff matches the whole collection.

Not wired to the UI. A live run showed the quotes collection has no
trustworthy per-quote date (94% of `created` and 95% of `updated` are
migration stamps; quote_date and email_received_at are ~empty), so the
recency window can't currently bound the scan, and full-history content
matching returns groups of up to 53 for commonly-quoted commodities.
Landing the service on its own so the matching logic is available for
the on-demand "have we quoted this before?" lookup.

Also fixes a latent bug in the test PB mock's filter parser, which
stripped outer parens even when the leading "(" didn't match the
trailing ")", corrupting `(a) || (b)` into `a) || (b`.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-29 08:42:37 +02:00
113735d0ba fix(quotes): speed up archive search and add item preview to archive rows
The archive's search fetched the entire recency-windowed matching set
(thousands of rows once "Include older" is on) and substring-filtered
it in memory, taking several seconds per keystroke; it now delegates
to the same ranked pushdown search service the main /quotes list uses.
Also fixes pagination being hidden while searching (results past page
1 were unreachable) and the match count showing the current page's
size instead of the true total.

Adds the chevron item-preview toggle to archive rows (extracted into
a shared QuoteItemsExpanded component, backed by a new GET
/api/v1/quotes/[id]/items route), removes a duplicate "Customer or
Company" label in the new-quote form, and drops the stray
warning-colored search box styling that leaked from DataTable onto
every list page that uses it.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-29 02:30:14 +02:00
Dave
cfd3e3e6be feat(quotes): add person_hint for customer resolution in forwarded emails
Introduces the `person_hint` field to the `EmailIntakePayload`, allowing the system to resolve the actual customer when a rep forwards an email. The `findOrCreateCustomer` function now prioritizes `person_hint` over the sender's email, enabling a more accurate attribution of quotes. This change includes a case-insensitive substring match with a token-drop fallback for multi-token names, ensuring better matching against existing customer records.

Additionally, new unit tests have been added to validate this functionality, covering various scenarios including token-drop behavior and ensuring the correct customer is linked when a rep forwards an RFQ.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-27 11:11:44 +02:00
Dave
dc84ce0f30 feat(quotes): resolve customer from person_hint when rep forwards email
Gary (and any future rep) forwards inbound RFQs to a shared mailbox.
Today the customer linked to the resulting quote is the rep (or the
Unknown Sender sentinel), because the only resolution path is exact
email match — the from_email resolves to Gary, not the actual customer.

Add person_hint to EmailIntakePayload. The AI extraction layer reads
the subject / body / signature for the customer being quoted FOR and
fills person_hint. findOrCreateCustomer now walks three resolution
passes in order:

  1. Exact email match (existing behaviour — direct RFQs unchanged)
  2. person_hint resolution: case-insensitive substring on
     customer.customer, with a companyHint tie-break when multiple
     candidates exist
  3. Existing sender-based create-new path (Gary wins, quoter
     reassigns in the WFDASH UI)

MCP schema for quotes.create_from_email surfaces the new field with
doc explaining the rep-forwarded case. /api/v1/quotes/from-email
doc updated. AI Agent system prompt in the n8n workflow doc now
extracts person_hint with worked examples.

Also extends the mock filter parser to accept PB's bare ~ operator
(production code uses ~; the mock previously only accepted =~).

5 new unit tests + 2 integration tests for the new path.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-27 10:45:51 +02:00
Dave
7986784eaf chore(tests): fix ~60 pre-existing TS errors across 11 test files
Typecheck cleanup after the deploy blocker push — `tsc --noEmit` was
silent on `d11a184` baseline but ~60 errors hid across test files
that only the compiler surfaces (the build was clean because test
files are excluded from the prod bundle). Touched:

- src/app/api/mcp/route.test.ts (16) — generic on `vi.fn()` for
  tuple inference; `as unknown as` two-step cast on record literals
- src/app/api/mcp/po-agent-workflow.test.ts (1) — spread instead of
  duplicate key
- src/components/buyer-tasks/buyer-task-group-card.test.tsx (5) —
  `PurchaseOrderEmailPayload` now requires `subject`/`body`
- src/components/collection-confirm/confirm-stock-dialog.test.tsx (1)
  — removed shadowed `id` from `makeRow` overrides
- src/components/item-intel-popover.test.tsx (2) — missing row
  fields + boolean→object for `verified`
- src/components/quotes/process-item-card.test.tsx (2) — full
  QuoteItem stub; generic on `vi.fn()`
- src/components/sprint-item-pricing-modal.test.tsx (3) — full
  SprintItem/QuoteItemAttachment/QuoteAttachment stubs
- src/lib/server/orders-service-review.test.ts (~60) — annotated
  `getOne` return type to break union widening on the expand option
- src/lib/server/orders-service.test.ts (2) — removed bogus
  `includeArchivedCounts` param; `rfq_number` now whitelisted on Order
- src/lib/server/quotes-service.test.ts (3) — two-step cast on
  Quote header; `unit?` now on QuoteItem
- src/lib/server/stock-purchase-items-service.test.ts (~10) — typed
  `pbMock` via `StockPurchaseItemsPb` so `*WithPb(pb,...)` checks

Also added two optional fields to `src/lib/types.ts`:
- `QuoteItem.unit?` — pre-2026 rows have no unit, so it's optional
- `Order.rfq_number?` — populated by the n8n email agent, inherited
  verbatim by `splitOrder`

Build: clean. Typecheck: 0 errors. Tests: 14 pre-existing runtime
failures + 1 pre-existing unhandled error in `supplier-form.test.tsx`
remain — confirmed they exist on `d11a184` baseline, so they are
outside the cleanup scope and unchanged by this commit.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-27 04:43:40 +02:00
Dave
e0d214c94f test(quotes): cover spec test cases #3 and #5 for no-quote
Closes the two IMPORTANT test-coverage gaps from the final
implementation review. Pure additions; no production code changes.

  - Spec test #3: submitQuote({partial:true}) accepts zero-priced
    items when is_no_quote=true (status flips to
    partial_approval_pending)
  - Spec test #5: strengthen the no-supplier + no-quote assertion
    to check the missing array directly, not just the failure.code

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-27 00:02:25 +02:00
Dave
1d6f7538d8 feat(quotes): skip pricing checks in diagnosePdfReadiness when is_no_quote
Keeps the 'no supplier' and 'not processed' checks active so the
function still flags legitimate data issues, but lets zero-priced
items through when the operator has marked the quote as a decline.
2026-08-26 23:31:41 +02:00
Dave
e74ef505e7 feat(quotes): skip submitQuote unpriced gate when is_no_quote
Lets a no-quote flag transition new → approval_pending even when
items have selling_price = 0. The PDF render path and email send
will relax the same way in subsequent commits.
2026-08-26 23:27:47 +02:00
Dave
663c018a70 feat(quotes): add "Include older" toggle for searching full quote history
- 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.
2026-08-20 10:18:44 +02:00
Dave
50944a3526 feat(quotes): add operator-facing notes functionality to quotes
- 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.
2026-08-17 15:22:16 +02:00
Dave
cf87a370cf feat(quotes): enhance quotes.submit functionality and error handling
- 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.
2026-08-15 23:57:51 +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
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
0ac05b847b test(mcp): cover quotes.update + create_from_email unit field
- quotes.update: happy path with whitelisted fields, forbidden_field
  rejection for system-controlled fields (status/customer/company/
  quote_number/id), empty-patch rejection, missing-id rejection
- create_from_email: unit field now preserved end-to-end, result.items
  returns the actual QuoteItem array (not just a count)

Also updates the existing tools/list test (now 72 tools, was 71) and
the create_from_email mock in route.test.ts to use the new
items/items_count shape so it matches the type.

All 1379 tests pass.

Co-authored-by: Orca <help@stably.ai>
2026-08-05 11:39:16 +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
db1e7d6f76 perf(quotes): server-side tab filter, slim expand, combined counts + bonus bugfix
Same shape as the orders refactor \u2014 applied to the quotes page,
with a fix for a long-standing tab-count bug along the way.

# Measured against the live PB (8,466 quotes, 4,514 orders, 25,612 items)

Before:
  - 22 parallel per-status getList(1, 1) queries for the badge
    counts: 2.6s wall time (no quotes.status index)
  - 64 KB JSON response for 20 quotes with full deep-expand
    (45+ fields per quote, including unbounded email_body)
  - Page footer shows 'Page 1 of N' where N is the global count
    \u2014 'Completed' tab had 7,849 quotes = 'Page 1 of 393'

After (no PB index, just code):
  - 1 combined counts query: 138ms (19x faster)
  - 5.5 KB JSON response (12x smaller)
  - Server-side tab filter: page 1 of N reflects the tab's set
  - Cancelled tab badge now correctly counts rejected+cancelled

# Server-side read model

- getQuotesDashboardData in src/lib/server/quotes-service.ts
  - tab-scoped list + global counts in one round-trip
  - tab param drives a server-side filter (status IN (...) for
    workflow tabs, relation filter for delivery_note, is_template
    for templates, excludeTemplate for 'all')
  - pagination reflects the active tab's matching set, not the
    global ~8.5k quote count

- getQuoteStatusTabCounts: one combined getFullList with all
  17 counted statuses ORed (fields: 'status'), deduped in memory.
  Replaces 22 separate per-status scans. Cached 60s on the server
  with bypassCache option for future realtime refetches.

- /api/v1/quotes/list thin route: validates tab against
  QUOTE_TAB_ORDER, threads tab + nocache params to the service.

# Slim wire payload

- fields param on the orders list: just the columns the page reads
  + per-expand limits (quote.quote_number doesn't need
  email_body, company.company doesn't need its address field, etc.)
- Dropped the customer.company 3-level expand (the page never read
  expand.customer.expand.company \u2014 only expand.company.company,
  which is a direct relation from quote)
- searchQuotesWithItems: same fields added, with
  fetchQuoteItemsForQuotes now accepting fields

# Bonus bug: 'Cancelled' tab badge was always empty

The old getQuoteStatusCounts mapped both 'cancelled' AND 'rejected'
to the 'completed' count, so the page's 'Cancelled' tab badge
showed 0 even when 60+ rejected quotes existed. The page's
tabFilters separately grouped them under 'cancelled', so a quote
that was rejected showed up in the list but not the count.

The new QUOTE_TAB_STATUSES in the service layer is the canonical
mapping (cancelled absorbs both statuses). Page constants and
service constants now derive from the same source \u2014 no more drift.

# Index migration

scripts/migrations/2026-08-04-add-quotes-status-index.ts. Idempotent.
The live PB has no quotes.status index today (verified by hitting
/api/collections/quotes). With the index, the combined counts
query drops from 138ms to sub-10ms on the live instance.

# Tests

6 new tests in quotes-service.test.ts:
  - QUOTE_TAB_STATUSES contract (cancelled absorbs rejected,
    no empty status lists unless special-cased)
  - getQuoteStatusTabCounts buckets correctly into tabs
  - Cache hit returns the same counts on second call
  - bypassCache: true sees new state
  - getQuotesDashboardData end-to-end: tab-scoped items +
    global counts
  - Regression guard for the cancelled/rejected bug

Mock infrastructure upgrade: the quotes-service mock's where
function is now a proper recursive-descent filter parser (handles
nested || inside parens, empty quoted values). getList mock now
returns totalPages.

Full suite: 1312/1312 pass.

Co-authored-by: Orca <help@stably.ai>
2026-08-04 19:01:31 +02:00
SJCoetz
f9a0d08dab fix(tests): mock scaffold destructure + collection-pool + pocketbase startup
- orders-service.test.ts: destructure capture-group bug on regex match
  (was assigning m[0] to 'field', so filter clauses never matched).
  Two pre-seed tests were masked by the bug.
- quotes-service.test.ts: createQuoteFromEmail now returns 0
  attachments; the n8n flow uploads them in a follow-up step. Update
  the assertion that still expected the old embedded-base64 count.
- collection-pool/page.test.tsx: tests assume ONE supplier group with
  multiple rows; supply that shape and scope the selectors. Also wait
  for data load in the chevron test and gather list items across all
  <ul> elements in the sort control helper.
- pocketbase.ts: wrap authStore.onChange registration defensively so
  the test mock (no authStore) doesn't throw at startup.
- stock-orders/page.tsx: drop the re-export of
  STOCK_PURCHASE_STATUS_VALUES on the page module — Next.js page
  route files only allow the default export.
- collection-confirm/view-model.test.ts: buildConfirmNote input is
  Pick<InvoiceDetails, 'date' | 'number'>; drop the extra setBy fields.

Co-authored-by: Orca <help@stably.ai>
2026-07-31 00:01:24 +02:00
SJCoetz
cdaa2e2b25 fix, feat, style: standardize quote numbers, polish UI
- Standardize quote number format from Q-YYYY-MM-NNN to QYYYYMMNNN across all client, server, test and API code
- Add atomic backfill logic for quote counters to avoid sequence collisions with existing records
- Rearrange Delivery Notes and Repairs to the Operations sidebar section
- Add supplier count badge to pricelist catalogue and improve filter tab overflow styling
- Optimize font loading in root layout to skip preloading unused font weights
- Improve table styling for customer and company pages with better text wrapping and empty states
- Fix rep display logic in quotes page to show "Unassigned" when no rep is assigned
- Add supporting documentation, PocketBase counter schemas and setup migration scripts
- Remove embedded SupplierMap from suppliers page for cleaner layout
- Improve invoice card layout for company and customer info spacing
- Improve filter label styling and accessibility in collection map page
2026-07-10 22:21:50 +02:00
SJCoetz
6c07a91693 refactor: drop order-level status, shift to item-driven workflow
This commit overhauls the order management system to use item-level status tracking instead of a single order-level status:
- Remove deprecated `orders.status` field and add `invoiced` and quote match audit fields
- Add `isOrderComplete` utility with tests to validate fully delivered orders
- Add purchase order PDF rendering support and tooling
- Add geo coordinate fields for companies/customers with map link UI
- Add REST management APIs for customers, companies, and suppliers
- Update customer/company services to use relation fields instead of free text
- Add status pill and tab filter components for item status visualization
- Add quote-to-order matching logic and unit tests
- Update all pages, components, and tests to match the new schema
- Include all required PocketBase migrations and schema updates
2026-06-29 13:06:01 +02:00
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
41b5fc4cbf feat(quotes): add email-to-quote pipeline with attachments and replies 2026-06-16 20:46:28 +02:00