Commit graph

6 commits

Author SHA1 Message Date
SJCoetz
995b7ed675 feat(context): swap sprint modal AI Insights for context panel
Co-authored-by: Orca <help@stably.ai>
2026-08-07 02:58:47 +02:00
SJCoetz
e409e28ff3 feat(order-items): below-22% margin approval workflow
Blocks order-item edits when the operator saves below the 22% markup
threshold and routes them through a manager-approval gate before the
item can be processed.

- new `order-item-margin-approval-service` saves the submitted draft,
  stamps `item_status='approval_needed'`, then fires the configured
  n8n webhook; webhook failure leaves the item blocked and returns
  `webhookFired=false`
- new POST /api/v1/order-items/[id]/request-margin-approval browser
  endpoint gates the same flow with source='order_process' |
  'order_sprint'
- new `MarginApprovalDialog` shared by both order-process and
  order-sprint process surfaces — single source of truth for the
  submit/audit-note flow
- new `approval_needed` / `approval_rejected` item statuses; the
  order-process save path now returns 'blocked' when an item is in
  approval_needed so the operator can't re-edit past the gate
- order-sprint-process-modal now uses the same dialog so the
  below-threshold flow is consistent across both entry points

Tests: 21 new (service + route + sprint modal), 1231 → 1242 passing.

Co-authored-by: Orca <help@stably.ai>
2026-08-04 00:58:33 +02:00
SJCoetz
c400b4c69b feat(process-modal): show resolved supplier on Recent Orders rows
The Process Order Item modal already fetched order_items history with
the supplier id, but the rendered row only showed description, order
number, cost, selling, and markup — leaving the operator to guess
which supplier fulfilled each past order.

Now each Recent Orders row also shows the resolved supplier name,
tinted with the same deterministic supplier colour used by the
buyer-tasks cards (djb2 → 18-swatch palette). The id is looked up
locally against the modal's existing `suppliers` prop — no extra PB
expand needed.

Unknown supplier ids (e.g. supplier deleted since the past order) are
silently omitted rather than surfaced as a stale id. Two new tests
cover the resolved-name and missing-id cases.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-30 15:45:49 +02:00
SJCoetz
20b57ce2bb feat(sprint-modal): show markup + order desc hint + explicit Show/Hide
Three small additions to the process modal:

- Markup cell added to the pricing grid (4 cols now: PO Qty, Cost,
  Selling, Markup). Read-only and dashed like Selling — derived from
  selling/cost so the operator sees the margin they're pricing at.
  Green when selling ≥ cost, destructive when selling < cost.

- Above the PO description textarea, the order's original item
  description is now shown as a read-only reference hint. Lets the
  operator see what the customer asked for vs what they're sending
  to the supplier without having to scroll back to the modal header.

- AI Insights toggle now has an explicit "Show" / "Hide" label next
  to the chevron so the affordance is obvious. The chevron direction
  was the only signal before; the label makes the toggle
  self-documenting.

Co-authored-by: Orca <help@stably.ai>
2026-07-30 14:54:02 +02:00
SJCoetz
5f039ea8cd feat(sprint-modal): lock selling, add PO qty, wire AI suggestion
The OrderSprintProcessModal was trying to do too much and made
operators do too much. The buying flow on this screen is now:

- Selling comes from the order and is fixed. Rendered as a read-only
  dashed-bordered cell with a "From order · not editable" hint — the
  price the customer was quoted is still visible so the operator can
  see the margin they're pricing at.
- Markup field removed (it only existed to drive the cost↔selling
  recalc). Markup is now computed from selling/cost at save time so
  downstream margin reports stay consistent.
- New PO Qty input (defaults to order_qty, falls back to quantity)
  written to order_qty. Lets buyers override for partial fills.
- "Use AI suggestion" button next to the AI Insights header reads
  ai_item_insights.top_historical_matches[0] and applies supplier_id
  (resolved to the actual supplier name in the dropdown) + cost_price.
  Disabled when no AI matches; warns if the AI's supplier_id isn't in
  the suppliers list instead of silently dropping it.

Visual refresh while here: backdrop-blur overlay, info-tinted AI
section so it reads as distinct from the deterministic history, soft
borders (border-border/60), success-coloured Process button with
shadow, gradient header, hover transitions, sticky footer with
status hint.

Co-authored-by: Orca <help@stably.ai>
2026-07-30 14:07:58 +02:00
SJCoetz
d3f8242e4f fix(orders-sprint): transition pending→processed, merge Unknown tabs, polish layout
Three issues on /orders/sprint, fixed together:

1. 'Process' was a no-op for the buyer queue. The modal saved
   supplier + cost + selling + markup + notes, but never wrote
   item_status or po_description, so items stayed 'pending' and
   reappeared on the next refresh — never reaching buyer-tasks.
   Now mirrors the canonical /orders/[id]/process saveItem gate:
   pending → processed only when supplier + cost + po_description
   are all set, and items already past 'processed' (stock_booked,
   po_generated, etc.) are never downgraded.

2. Two 'Unknown' tabs side-by-side: a hardcoded 'Unknown' tab for
   blank categories and a PB-managed 'Unknown / Other' tab for
   category id zgr50fji47r36wu. They had the same meaning and
   different colours. Now resolved by slug ('cat_unknown') and
   bucketing both into a single tab, matching how /sprint already
   tries to.

3. Layout polish: dark-mode-safe category pills (withAlpha helper),
   hidden redundant Category column when filtered to one tab,
   empty <th> given an aria-label, supplier-less cells no longer
   render an empty Badge box, and client-side bucketing so tab
   switches no longer trigger a full refetch + layout shift.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 23:06:11 +02:00