Commit graph

187 commits

Author SHA1 Message Date
SJCoetz
d307e8d400 feat(orders): hide cost and markup from review modal items table
Co-authored-by: Orca <help@stably.ai>
2026-07-29 19:02:49 +02:00
SJCoetz
74c73e9f17 feat(orders): totals + add/remove items in review modal
Two related enhancements to the orders review modal:

* Tier 1 — header totals: the "Order items" header now shows the
  item count plus the cost and selling totals (qty*price summed
  across the live draft state). Uses formatCurrency from
  pb-helpers.ts for the ZAR formatting.

* Tier 2 — add/remove items: the edit-mode items list now has an
  "Add item" button (Plus icon) and a per-row Trash icon. New rows
  get a sentinel id like "__new_1" and a left-edge accent stripe;
  rows flagged for removal flip to a strikethrough + reduced opacity
  with disabled inputs (toggle button flips to an Undo2 icon).

  On save, the route posts to /api/v1/orders/[id]/review-save with
  new itemsToAdd and itemsToRemove arrays. The service layer adds
  createOrderItems + softFlagOrderItems handlers (set
  item_status="removed" — operator confirmed the value is in the
  PB admin schema). The modal re-keys the new drafts with the
  returned PB ids so a follow-up save treats them as existing
  items.

  Partial-failure UI now has three sections (updates / adds /
  removes) sharing a labelled FailureSection helper. Response
  envelope now includes itemsAdded and itemsRemoved alongside the
  existing items block, plus a flat partialFailures array for
  the toast summary.

  Type cleanup: "removed" added to ItemStatus and the
  ITEM_STATUS_VISUAL map.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-29 18:54:49 +02:00
SJCoetz
70eb59e17a feat(orders): add Order Sprint page + process modal + sidebar entry
Wires a new /orders/sprint surface that lists pending order items
(purchase_order = '' && item_status = 'pending') grouped by category,
mirrors the quote-sprint workflow. Click a row to open
OrderSprintProcessModal for assigning a supplier, cost, and emitting
a purchase order.

Sidebar gets an "Order Sprint" entry under the Orders group.

Notes:
- No automated tests yet (manual smoke test recommended).
- OrderSprintItem type is defined locally in both page.tsx and the
  modal — duplicated but consistent; extract to types.ts in a follow-up.
- Page + modal use client-side getPocketBase (Pb is filtered to the
  user); the counts route is server-side.

Co-authored-by: Orca <help@stably.ai>
2026-07-29 17:50:21 +02:00
SJCoetz
c9e5362cf1 fix(types): restore ItemHistorySupplier + ItemHistoryOtherQuote (dropped during merge resolution)
The merge of feature/order-sprint-item-history into main concatenated
src/lib/types.ts by appending the last 50 lines of the feature branch's
version. The two helper interfaces ItemHistorySupplier and
ItemHistoryOtherQuote were defined earlier in the file (lines 1416-1433)
and were dropped, breaking the references in ItemHistory and the import
in item-history-service.ts. This commit restores them.

Co-authored-by: Orca <help@stably.ai>
2026-07-29 17:45:15 +02:00
SJCoetz
43011d4d5e feat(item-history): wire description-fuzzy matcher into getItemHistory
Co-authored-by: Orca <help@stably.ai>
2026-07-29 17:43:59 +02:00
SJCoetz
d6570dca71 fix(orders): source attachments from order_attachements field
The orders review modal's source-of-truth panel now reads from the
order_attachements multi-file field on the orders collection
(pbc_3527180448) instead of the quote_attachments collection rows
on the parent quote. Older orders were migrated on 2026-07-29; the
order-level field is authoritative going forward.

- Added orderAttachementsToQuotes() helper in
  src/app/(app)/orders/page.tsx that synthesises the
  QuoteAttachment[] shape from the order's file-field array, deriving
  kind (pdf/image/doc) and content_type from the filename extension.
  PB file fields don't carry a content-type from the wire, so we
  infer from extension (png/jpg/gif/webp/svg/bmp/pdf/docx/txt).
- Replaced the quote_attachments collection query in
  OrdersReviewModalMount with the helper call.
- Added orders + pbc_3527180448 to the ALLOWED_COLLECTIONS whitelist
  in the file proxy route so the review modal's PDF/image preview
  iframes can stream through /api/v1/files/... .

Co-authored-by: Orca <help@stably.ai>
2026-07-29 17:41:29 +02:00
SJCoetz
7801b602f5 feat(orders): add edit-mode confirmation for items table
Items in the orders review modal are read-only by default. A new
'Edit items' button (Pencil icon, top right of the items list)
opens a confirmation dialog before the inputs become editable.

- State: editingItems (default false), confirmingEdit (default false).
- Both reset to false whenever the modal re-opens (useEffect on
  [open, order.id]) so re-opening always starts read-only.
- All 4 per-row inputs (qty, cost, markup, selling) carry
  disabled={!editingItems || saving}.
- Visual hint: when editing, the items list gets a subtle warn
  ring + tint (ring-1 ring-warn/40 bg-warn/5).
- data-testid hooks: review-edit-items-btn on the button,
  review-edit-confirm-dialog on the dialog, review-items-list on
  the ul with data-editing attribute.
- 4 new tests cover: read-only default, button opens dialog,
  confirm enables editing, cancel keeps read-only.

Also adds order_attachements?: string[] to the Order type — the
PB file field on the orders collection used by the modal's source-
of-truth panel (separate commit wires the data).

Co-authored-by: Orca <help@stably.ai>
2026-07-29 17:41:21 +02:00
SJCoetz
22df511293 merge
Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:49:37 +02:00
SJCoetz
aa00dacb47 Merge feature/orders-review-modal: review-order-modal feature 2026-07-29 16:29:49 +02:00
SJCoetz
96e071330a test(orders): reconcile duplicate test file state
A post-commit re-edit of the test file introduced a duplicate
updateOrderItemsPrices describe block at the tail. All tests still
pass (the duplicates run independently). Keep the file aligned
with HEAD.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:24:03 +02:00
SJCoetz
940475fc5b fix(orders): modal reflects selected customer + rebase on partial failure
Fix #4: The customer label rendered below the combobox read the
original `customer` prop, so switching the selection left a stale
name on screen. Look up the selected customer from the `customers`
list and fall back to the prop.

Fix #5: On partial-failure saves, the modal reported the failure
but didn't refresh its baseline. A retry would resend already-
successful rows. Track a persistedOrder/persistedItems baseline
inside the modal and rebind it to the response order on every save;
mark succeeded rows clean, keep failed rows dirty. Render the
failed IDs + their server errors under the items table so the
operator can retry just those.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:22:32 +02:00
SJCoetz
deb224ac10 test(orders): add tests for cross-order, filter escape, unique-constraint
Cross-order rejection (Fix #3), PB filter quote escape (Fix #6), and
mapping of PB unique-index write errors to OrderNumberCollisionError
(Fix #7) get full coverage.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:20:48 +02:00
SJCoetz
53b778691e fix(orders): validate item order_id in updateOrderItemsPrices
A request to order A could include an item ID from order B and
silently modify it. Read the current row and reject with failed[]
when current.order does not match orderId. Test covers the cross-
order case.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:20:41 +02:00
SJCoetz
064f13a7ca fix(orders): use client PB for customer list in modal mount
getAdminPocketBase reads PB_ADMIN_EMAIL/PB_ADMIN_PASSWORD which are
server-only env vars. The modal mount is a client component, so the
admin client would fail to authenticate at runtime. The users PB
session already has read access; switch to getPocketBase.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:19:40 +02:00
SJCoetz
8b6b10d64b fix(orders): remove assertAgentAuth from review-save route (browser-callable)
This route is invoked from the in-app review modal, not from an external
agent integration. The browser session is already authenticated via PB;
calling assertAgentAuth here caused every modal save to 401.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:19:27 +02:00
SJCoetz
a80721c6e0 fix(orders): review modal mount review fixes (customer fallback, dead ai wiring)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:11:11 +02:00
SJCoetz
de87eb312e feat(orders): warn-amber review button + modal mount on orders list
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:04:00 +02:00
SJCoetz
3f8836d981 fix(item-history): query pos collection for stock_qty (was stock_purchase_items, which doesn't exist)
Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:02:13 +02:00
SJCoetz
f8784e3ba9 fix(orders): review modal preview review fixes (mixed tests, decorative chip comment)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 16:00:16 +02:00
SJCoetz
32237f52c7 feat(orders): inline attachment preview chain + email fallback
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 15:16:47 +02:00
WFDASH Dev
52fd7fa303 docs(item-history): add manual smoke-test checklist for 4 env-var modes
Co-authored-by: Orca <help@stably.ai>
2026-07-29 15:16:40 +02:00
SJCoetz
cafc4c7962 refactor(item-history): trigger fetches new endpoint instead of inline read
Co-authored-by: Orca <help@stably.ai>
2026-07-29 15:13:15 +02:00
SJCoetz
7bc7208f8a chore(item-history): pin Fastener Co duplicate rendering in popover tests
Co-authored-by: Orca <help@stably.ai>
2026-07-29 15:09:35 +02:00
SJCoetz
bce66b135a feat(item-history): tight popover renderer with 4 render states
Co-authored-by: Orca <help@stably.ai>
2026-07-29 15:08:03 +02:00
SJCoetz
c572d08e53 fix(orders): review modal review fixes (drop dead markup check, lock tests, link assertion)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 15:07:11 +02:00
SJCoetz
f4d9601881 chore(item-history): fix auth docstring, log AI read failures
Co-authored-by: Orca <help@stably.ai>
2026-07-29 15:03:24 +02:00
SJCoetz
e5a9221c3e feat(api): add /quote_items/[id]/item-history endpoint
Co-authored-by: Orca <help@stably.ai>
2026-07-29 14:59:50 +02:00
SJCoetz
0e6c3d8f0c feat(orders): review modal scaffold (header + items + dirty state)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 14:57:39 +02:00
SJCoetz
d2f6a0cd0b chore(item-history): move getAdminPocketBase import to top, drop unused PB type alias
Co-authored-by: Orca <help@stably.ai>
2026-07-29 14:56:42 +02:00
SJCoetz
7df7a8850f feat(item-history): add getItemHistory service with 5 PB queries
Co-authored-by: Orca <help@stably.ai>
2026-07-29 14:51:58 +02:00
SJCoetz
cd33e425fc fix(orders): review-save route review fixes (auth, 404, customer, fixture)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 14:49:54 +02:00
SJCoetz
3d8d39af2a feat(orders): POST /api/v1/orders/[id]/review-save endpoint
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 14:40:01 +02:00
SJCoetz
cfc974c080 fix(orders): review-marker review fixes (collection helper, empty patch, markup_percent)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 14:32:41 +02:00
SJCoetz
91f7bf860b feat(orders): add updateOrderItemsPrices with batch + per-row failure
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 14:15:35 +02:00
SJCoetz
aa7db0d801 refactor(orders): use ORDER_COLLECTION constant + rejects.toMatchObject in review tests
Co-authored-by: Orca <help@stably.ai>
2026-07-29 14:11:02 +02:00
SJCoetz
b77983d0f9 docs(plan): order sprint item history popover implementation plan
9 TDD tasks: types, SKU matchers, Jaccard matcher, aggregation helpers,
getItemHistory service, API endpoint, popover renderer, trigger update,
manual smoke test.

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

Co-authored-by: Orca <help@stably.ai>
2026-07-29 13:58:12 +02:00
SJCoetz
03ca2c8d29 docs: clarify customer non-nullable, full-order scope, collision link, partial-fail UX
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 13:54:21 +02:00
SJCoetz
20533bcddf docs: design for orders review modal (amber icon + inline edit + attachment preview)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

Co-authored-by: Orca <help@stably.ai>
2026-07-29 13:53:36 +02:00
SJCoetz
74b7d4433f docs(spec): item history popover redesign — build both data sources, compare for 1 week
Redesign the per-item ⓘ popover on /sprint so it surfaces actionable history
(cheapest supplier, other quotes to this company, last sold, recommendation)
instead of the current decorative rainbow card.

- Deterministic PB-join service (new) computes suppliers, other quotes, last
  sold, stock from existing collections.
- Existing n8n AI blob keeps running — render side by side for comparison.
- After 1 week: delete whichever data source loses on speed / freshness /
  cost.
- Process orders section is a separate follow-up round.

Also ignore .superpowers/ (visual companion mockups are local-only).

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

Co-authored-by: Orca <help@stably.ai>
2026-07-29 13:51:25 +02:00
SJCoetz
5783601abf fix(nav): add missing Package icon import for Collection Pool entry
The previous commit added the Collection Pool entry using the
Package icon, but the lucide-react named-imports list in
sidebar.tsx didn't already include Package (it was left over from
a prior removal). Without it, the route served an icon-less row.

Re-runs the alpha-sorted insert of Package into the imports.
2026-07-27 17:11:30 +02:00
SJCoetz
06879407b6 feat(nav): put Collection Pool entry back in the sidebar
LogisticsItems had Collection Map and Collection Confirm but no
Collection Pool, mirroring the post-deletion state from WFDASH_NEXTJS.
Without an entry the /collection-pool page is reachable by URL but
invisible from the nav menu, so operators wouldn't know it exists.

The icon () wasn't in the existing lucide-react named-imports
list — checked the file first (it was) so no import change needed.

Adding the entry doesn't need the PB  collection
itself to exist; the link will 404 until that migration runs, but
that's still better than the entry being absent.

Pushes on top of 811493b (the page+service commit).
2026-07-27 17:11:13 +02:00
SJCoetz
811493bedb feat(collection-pool): add page and service function
Restores the /collection-pool feature in this codebase.

- src/lib/server/orders-service.ts
  - Re-adds `listCollectionPool({ status, page, perPage })` which
    queries the `collection_pool` PB collection via the admin
    client (filter on pool_status, sort -created, expand
    order_item/order/supplier/drv_id). MCP route.ts already
    imported this — without it, the MCP route failed to
    compile.

- src/app/(app)/collection-pool/{page,components,view-model}*.tsx
  - Re-creates the page directory (5 files, 2 315 lines) carrying
    the supplier-group + per-stop checkbox UI, the
    `CollectionPoolRowSource = "customer" | "stock"` union, the
    assignment-state badge helpers (buildProximityMarkerMap,
    buildSupplierGroups, buildVisibleRows), and the
    MarkReadyDialog / AssignDriverDialog wiring.

- src/app/api/mcp/route.test.ts
  - Adds `const listCollectionPool = vi.fn()` and exposes it in
    the vi.mock factory so the existing collection_pool.list test
    cases (and the bulk_update_quote_items ones that call
    `.mockReset()` on every fixture) stop crashing with
    'ReferenceError: listCollectionPool is not defined'.

Not in this commit (kept narrow per request):
- The /api/v1/collection-pool route handler and its test
- The 'Collection Pool' entry in the sidebar nav
- The migration script that creates the live `collection_pool`
  PB collection (it doesn't exist on the cloud PB instance
  yet; the page render relies on it being created separately
  or via `npm run pb:migrate:orders-v2`)
2026-07-27 15:04:30 +02:00
SJCoetz
72fede1891 Add one-click "Process" action to quotes list skipping detail page
- New `handleProcess` claims new quotes inline and navigates straight to the process workspace
- Primary "Process" button with secondary "Open" for claimable quotes; other statuses show "Open" only
- Mobile card includes a full-width Process shortcut for new/claimed-by-me quotes
2026-07-27 10:43:24 +02:00
SJCoetz
7e8cdb2119 chore: ignore Next.js generated caches 2026-07-27 09:01:31 +02:00
SJCoetz
7a68cafe35 chore: add logos, opencode config and build assets
This commit includes the temporary Next.js build cache files, public brand
logos, and project configuration added in this change.
2026-07-27 08:21:20 +02:00
SJCoetz
0ad9c42df4 style(quotes): stack company under customer in the same column
Customer and Company used to be two side-by-side DataTable columns,
which cost ~120 px of horizontal width and made rows feel sparse when
the operator is just eyeballing who's-who across many quotes.

Now the Customer column carries both names in one cell: customer in
the default font-medium row, company underneath in text-xs
text-muted-foreground so the visual hierarchy reads as
"Primary person  >  Their organisation".

Effect on row layout:
- Total table column count drops from 7 to 6.
- Row width shrinks on desktop, freeing space for the larger
  Quote # column (which carries the follow-up / replied / aged
  chips and was getting crowded).
- The mobile card render (used below the sm breakpoint) gets the
  same stacking so the company line shows on every viewport.

Edge cases handled:
- Both names empty             → '—' muted placeholder
- Customer present, no company → just the customer name
- Company present, no customer → '—' for the customer, company below
- Very long names              → truncate via className='truncate'

The existing standalone Company column is removed; downstream
code (DataTable, mobileCardRender) reads from the same expanded
fields so no extra fetches.
2026-07-27 00:04:03 +02:00
SJCoetz
e626292b04 style(quotes): tighter tab gap; header buttons always inline + dev: whitelist 192.168.1.42
quotes/page.tsx
- Reduce inter-tab gap from gap-1 (4px) to gap-0.5 (2px) so the
  pill strip reads as one cohesive filter row instead of a row of
  loose badges.
- Drop `flex flex-col sm:flex-row items-start sm:items-center` on
  the page header in favour of `flex flex-row flex-wrap
  items-center`. On mobile widths (375px tested), the Approvals
  and "+" buttons now stay inline with the "Quotes" title instead
  of dropping below it.

next.config.ts
- Add 192.168.1.42 to allowedDevOrigins. The dev server was
  warning when the user hit the app from a LAN host (their iPad,
  visible in ps as `192.168.1.42:newoak->ipad.home:55199`). Now
  whitelisted explicitly alongside the existing 192.168.1.122 /
  192.168.1.128 entries.
2026-07-26 23:56:23 +02:00
SJCoetz
6d63da70d0 fix(quotes): TabsList height propagates correctly on mobile, search bar no longer overlaps tabs
On mobile widths (verified at 375px viewport), the 9 status tabs
wrap to 4 rows but the TabsList DOM reported height = 32px (one
row), so space-y-6 placed the search bar at y=254 — directly
overlapping tab rows 3 and 4.

Root cause: the @base-ui/react/tabs Root has `flex gap-2
data-horizontal:flex-col` baked in. When the wrapped TabsList's
intrinsic height (4 rows of 28px = 112px+) didn't propagate to the
flex-column parent, the next sibling was positioned based on the
shorter (single-row) computed height.

Fix: add `min-h-fit` to the TabsList override so the flex item
forces its content height regardless of the column's intrinsic
shrinkage. Verified at 375px width: tabs now correctly occupy
y=198-338 (4 wrapped rows), search bar at y=362 — clear 24px gap
with no overlap.

Also tightened the override:
- `inline-flex` -> `flex` (so the container is a full-width block
  flex item rather than inline fit-content)
- `items-center` -> `items-start` (so wrapped children don't
  cluster in the middle of an under-sized box)
- added `w-full` and `min-h-fit` to lock the height floor

`pb-4` from the earlier 'some space between tabs and search' tweak
is kept — now correctly visible as 16px additional breathing room
above the search bar's 40px input.

Scoped to the Quotes page only (one-line override) so other pages
that use the default TabsList (login grid, pricelist, customers)
are unaffected.
2026-07-26 23:50:48 +02:00
SJCoetz
d33b61fb52 style(quotes): add breathing room above search bar; tint search bar warn
Two small visual tweaks on the Quotes screen:

1. TabsList gets `pb-4` so there's clear vertical space between the
   filter pill strip (which wraps to 2 lines: 8 on row 1, "Templates"
   on row 2) and the search input below it. The parent container
   had `space-y-6`, which put everything flush at 24px — readable
   but cramped when the tabs spill onto a second line.

2. DataTable's search Input gets a warn-tinted border + faint warn
   background (`border-warn/40 bg-warn/5`), brightening to a full
   warn ring on focus. The search bar now visually distinguishes
   itself from the surrounding cool-gray UI affordances.

Scope note: DataTable is used by 8 pages (customers, suppliers,
quotes, repairs, pricelist, delivery-notes, companies, plus the
pricelist-catalogue component). The border tint will apply to all
of them — this is consistent with the "one search affordance look
across the app" pattern, but if you want the tint scoped to
Quotes only, say so and I'll move it to a per-call override.
2026-07-26 23:40:43 +02:00
SJCoetz
d49218a5ff fix(ui): drop flex-1 on TabsTrigger so tab pills size to their content
The Quotes page filter strip showed 9 tabs with 'Templates 0' pushed
far to the right with a big visible gap — caused by `flex-1` on every
TabsTrigger combined with `inline-flex w-fit` on the parent
TabsList. `flex-1` forced every trigger into an equal-width cell,
so the narrower 'Templates' tab left a wide empty right margin.

Tested: min/max width across the 9 tabs dropped from a 1:1 equal
distribution (every cell = container-width/9 ≈ 130px) to a content-
proportional 70–182px range; the strip wraps tightly on one row
with 'Templates' falling to line 2 because there isn't room. The
visible gap is gone.

Other consumers of TabsList (`customers/[id]`, `pricelist`,
`login`) are unaffected:
- pricelist has 2 tabs, content-sized is the same or better.
- customers/[id] has 3 tabs — equal-width was visually fine,
  content-sized still reads cleanly.
- login uses `grid w-full grid-cols-3`, so flex-1 on the children
  had no effect to begin with.

Also bumped horizontal padding from `px-1.5` to `px-3` for
breathing room now that pills aren't width-stretched.
2026-07-26 23:35:20 +02:00