Operator-driven soft delete at item scope — flips item_status to
'cancelled' rather than removing the PB row, so any PO / DN /
invoice history the line carries is preserved for audit.
Mirrors cancelOrder's blocked-status list (delivered / invoiced /
cancelled): a line that's already reached the customer can't be
soft-deleted without orphaning the customer-facing record — a UI
gate should prevent the call from reaching the service, but the
service gate is the last line of defence.
The exclude_from_invoice flag doesn't affect eligibility — a normal
line and a non-invoiceable extra cancel the same way. The flag
only governs what reaches the customer invoice / delivery note.
When an actor is supplied, stamps [ISO timestamp] cancelled by
{name|id} on the row's notes field (appended, not replaced — preserves
any operator note that was already on the line). Soft delete leaves
a full audit trail in PB.
5 tests + 1 mutation-test prove:
- pending → cancelled (happy path)
- 404 when order doesn't exist
- 404 when item belongs to a different order
- 409 when item is already terminal (invoiced)
- actor stamp lands on notes
- mutation (don't flip the status): the happy-path test fails
Co-Authored-By: Claude <noreply@anthropic.com>
`order_items.order_qty` is the SUPPLIER-facing quantity — what prints
on the PO. Five call sites read it as the customer quantity, which is a
money bug in both directions:
- supplier MOQ (customer 4, we buy 10) → invoiced 10, over-billing 6
- shorted line (customer 100, supplier covers 40) → invoiced 40,
under-billing 60 until the operator splits the remainder
The invoicing screen never fetched `quantity` at all (zero occurrences
in page.tsx), so it could not bill the customer quantity even in
principle. Added to the PB field projection, which is load-bearing:
drop it and PB returns undefined and every line silently falls back to
order_qty. A page-level test now fails if the projection drifts.
`maxSurplusFor` measured the surplus as `collected - order_qty`, which
on an MOQ line is always 0 — the overflow was mathematically unbookable
and vanished from inventory by construction, not by operator error.
Four call sites built delivery-note lines by hand; two passed
`quantity` and two forgot it, so the same DN printed the customer's 4
via the service layer and the supplier's 10 via the API routes. All
four now share `buildDeliveryNoteLine`, so they cannot diverge again.
`order_qty` had no doc comment at all next to an 11-line one on
`quantity` — that absence is why five subsystems guessed differently.
Now documented, with a new `src/lib/order-item-qty.ts` holding
`customerQty` / `supplierQty` as the single definition.
driver-stops.ts and collection-confirm/po-card.tsx read `order_qty`
CORRECTLY (they check what the supplier delivered against what we
ordered from them) and carry comments saying so, so the next cleanup
doesn't "fix" them into breaking.
23 new tests. Full suite: no regressions — the 15 failures are
identical before and after (verified by stashing and re-running).
Audit: docs/superpowers/specs/2026-08-30-quantity-handling-audit.md
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Task 4 of the non-invoiceable-order-extras plan.
The page-level margin gate (process/page.tsx) short-circuits when
the item has exclude_from_invoice. An excluded line has
selling_price forced to 0 (Task 2), so the computed markup is
always -100 and the gate would wedge every extra into
approval_needed and block the order. Bypassing the gate keeps the
operational flow unblocked.
Suppressed low-margin colouring for excluded rows — a red
'-100%' chip on every extra is noise. The 'Not invoiced' badge
(T3) replaces the price chip visually.
Server-side guard in requestOrderItemMarginApproval refuses to gate
an excluded item with code 'excluded_from_invoice' (status 422).
Belt-and-braces: the MCP path can't weaponise the approval queue
to push an excluded row through manager review. Checked BEFORE
the missing_prices guard so an excluded item with selling=0 throws
the descriptive error rather than the misleading missing_prices
one.
2 tests + 1 mutation-test prove both sides of the bypass:
- excluded: throws 'excluded_from_invoice', webhook NOT fired
- non-excluded: proceeds to approval_needed, webhook DOES fire
- mutation (guard disabled): the excluded test fails
Co-Authored-By: Claude <noreply@anthropic.com>
Dropped the pending gate in createOrderItemForOrder. The original
gate's reasoning was that adding a row alongside an in-flight PO
would orphan that PO's pricing/supplier reference — wrong model
of what adding a row does. A new row is independent: it gets its
own PO when the operator processes it, never mutates an existing
one.
The unrelated nonPending gate in setOrderQuote (preventing a
quote link change after items are past pending) stays — different
invariant.
exclude_from_invoice flag: when set, selling_price is forced to
0 regardless of what the caller passes — the flag is the source of
truth downstream, the price column is not consulted by the
invoice/delivery-note payload builders. The flag itself is
persisted in the secondary-field patch alongside sku/unit/
supplier/notes.
orderLocked return field kept for API compatibility — now always
false. Pre-existing callers reading the shape compile and read a
constant.
3 tests + 2 mutations prove the assertions guard real behavior:
deleting the flag-persistence line and the force-zero line each
break their target test.
Co-Authored-By: Claude <noreply@anthropic.com>
Added the boolean to src/lib/types.ts per the non-invoiceable
extras design. No behavior change yet — this is just the type.
Tasks 2+ wire up the operational flow.
Co-Authored-By: Claude <noreply@anthropic.com>
Two coupled corrections to delivery-note repeat detection.
Self-match: delivery notes have no line-item collection -- items are
order_items rows tagged with delivery_note_number. The Path A flow
stamps that number onto rows that KEEP their `order` relation, so a
processed order and its own DN are backed by the same database rows.
isExactItemMatch compared them against themselves and returned true
unconditionally. 149 live rows are in that state. Guarded both by DN
id and, for combined DNs whose `order` is empty, by inspecting the DN
rows' own order relation.
Candidate statuses: `draft` and `loaded` are real deliveries here.
The owner confirmed drafts simply never get advanced in the system,
and `loaded` is reachable directly from draft, so goods can go out
without ever passing through `sent`. Excluding both left a candidate
pool of 3 DNs out of 116, making the feature inert. Ordering matters:
the self-match guard had to land first, because the DN that exposed
the bug is itself a draft.
Cancelled stays excluded pending confirmation -- it is 84 of 116 and
may have been used to clear superseded delivery orders rather than to
mark abandonment.
Tests: a prior review showed by mutation that the existing tests
assert output shape but pin no scoping decision -- company-vs-customer,
the status filter and the tie-break could all be inverted with the
suite green. Added filter-inspecting and self-match tests, each
verified by mutation to fail when its guard is removed.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Blue Truck pill on the orders list, distinct from the amber quote
suggestion and the teal linked quote. Reads
potential_delivery_note_number (denormalized, no expand needed) —
the service writes the relation and the number in the same update
call so the list query doesn't pay for a second expanded relation
(see orders-service.ts:253 for why the codebase avoids that).
Additive — an order can show both a quote pill and a delivery-note
pill at once; they're independent facts (a repeat-order
observation, not a provenance link).
Added potential_delivery_note: string and
potential_delivery_note_number: string to the Order interface in
src/lib/types.ts so the page gets the new fields via full-record
return from getOrdersDashboardData (no fields: projection in the
list path).
Co-Authored-By: Claude <noreply@anthropic.com>
Two independent try/catch blocks inside the existing runQuoteMatch
closure in createOrder. Each matcher (quote + delivery-note) is its
own scope, so a failure in one cannot starve the other. The
intake-path after()/E468 guard from Task 6 stays in place — this
adds the second matcher call alongside the first.
The 3-test block in createOrder delivery-note auto-detection proves
the independence in both directions: a quote matcher throw doesn't
prevent the delivery-note match, and vice versa. Mutation-tested by
merging the two try/catches — guards the design itself, not just
the wiring.
Co-Authored-By: Claude <noreply@anthropic.com>
Wraps the pure comparator with PB reads/writes. Same shape as
suggestQuoteForOrder:
- skip when order has no company (don't stamp attempted)
- write potential_delivery_note + number + confidence + method +
attempted:true on completion
- empty write when no candidate matched
Tie-break order:
1. priced quote match (status=delivery_note, selling_price == order)
2. most recent (created desc)
Co-Authored-By: Claude <noreply@anthropic.com>
Pure module — no I/O, mirrors the separation established by
order-quote-match.ts.
isExactItemMatch is multiset equality on (normalizeLine(description),
quantity). Empty sets return false (would otherwise vacuously flag
every zero-line order against every zero-line DN).
14 tests cover: exact match, qty diff, extra line on either side,
multiplicity enforcement, the empty-set case, normalization
collapsing whitespace + case, and punctuation-sensitive 'exact'.
Co-Authored-By: Claude <noreply@anthropic.com>
Closes the same vanishing-buyer-notes bug B12 fixed on the process
page, this time on the order detail page that operators see first.
- Inline row indicators (MessageSquare icon for a buyer note,
Paperclip + count for per-line attachments) inside the Description
TableCell. Hidden when the line has no signal. Click toggles a
QuoteLineContext panel below the row.
- QuoteLineContext panel wrapped in a Fragment-keyed extra row,
colSpan=8 (matches the eight TableHead columns: Description, Qty,
Selling, Supplier, Cost, Total, Status, Edit). The plan called
for colSpan=9, but the Driver column was removed 2026-08-24 and
the live count is 8.
- quoteAttachments intentionally empty in the detail-page panel —
order-level attachments have their own card below the table.
Migration off pb-helpers (AGENTS.md §'data access layer discipline'):
- /api/v1/orders/{id}/quote route now treats empty quote_id as the
unlink path (clears quote + potential_quote + matching fields),
and dropped assertAgentAuth so the page can call it from a
browser session (admin auth happens via the PB session cookie at
the PocketBase layer; the MCP forwarder still works without that
gate because the MCP route gates at its own boundary).
- /api/v1/orders/{id}/quote-match is a thin wrapper around
suggestQuoteForOrder (returns the new SuggestQuoteResult shape —
best.quoteId / best.quoteNumber, not the old best.quote.id /
best.quote.quote_number).
- Page migrated four pb-helpers calls: findMatchingQuotesForOrder →
POST quote-match, applyOrderQuoteMatch → merge into quote-match +
QuoteMatchCard accepts the result via SuggestionCard from the
fetched order, clearOrderQuoteMatch → POST quote with empty
quote_id, setOrderQuoteManually → POST quote with the picked id.
- runMatch signature simplified — accept-vs-suggest was the old
split; the new endpoint only ever suggests. 'Accept' now goes
through linkQuoteManually via POST /quote.
- Stale matcher block (4 functions + 3 helpers + re-exports +
imports) deleted from pb-helpers.ts. The pure scoring helpers now
import directly from @/lib/server/order-quote-match.
Known follow-up: QuoteMatchCard still reads from matchResult (a
QuoteMatchResult shape). Clearing matchResult after runMatch means
the SuggestionCard renders empty until the next fetchOrder lands.
Reads from order.expand.potential_quote after that. A future task
can rewrite the card to drop the in-memory result entirely.
Co-Authored-By: Claude <noreply@anthropic.com>
The matcher only runs on orders created from now on. This sweeps the
historical backlog plus any order whose lines changed after creation.
- sweepUnmatchedOrders in order-quote-link-service.ts walks
quote_matching_attempted = false && quote = '' (the codebase's
pattern for an empty relation, verified against orders-service.ts
usage) in batches, projecting only id (the wider order fields are
re-fetched inside suggestQuoteForOrder).
- bucketAgeGaps exposes the histogram that lets FUZZY_WINDOW_DAYS be
re-tuned from real data instead of the 90-day estimate.
- POST /api/v1/orders/quote-match/sweep is the agent-auth surface
with maxDuration=300 for the 500-order worst case.
Tests cover the filter shape, the field projection (load-bearing —
over-projection wastes wire bytes), the no-op on no-match path, the
fault tolerance (one row throwing doesn't kill the batch), and all
six histogram bucket boundaries including the ≤ N vs < N edges.
Co-Authored-By: Claude <noreply@anthropic.com>
The mock for next/server's after() detaches the callback regardless of
what production code does, which left the outer catch's fire-and-forget
fallback untested and the runQuoteMatch inner catch tested for nothing.
- New test 'falls back to an inline match when after() is unavailable'
forces after() to throw and asserts suggestQuoteForOrder was called
anyway, plus that the fallback log fired. Mutation: deleting the
'void runQuoteMatch()' line breaks it.
- 'never fails order creation when the matcher throws' now spies on
console.error and asserts the inner catch's swallow actually logged.
Mutation: deleting the inner console.error breaks it.
- The outer catch now logs [createOrder] after() unavailable... so a
silent switch to fire-and-forget (after upgrade, waitUntil missing on
deploy target) is impossible to miss in production logs.
- Comment names error code E468, Next 16.2.6, and
node_modules/next/dist/server/after/after.js, and corrects the
justification: createOrder is an exported service function reachable
from multiple layers, not 'a smoke script or another background job'.
Verified against the documented baseline — same single pre-existing
failure (splitOrderForContinuation > moves pending items...), no new
failures introduced.
Co-Authored-By: Claude <noreply@anthropic.com>
createOrder previously hard-coded quote_matching_attempted: false and
never scheduled a match, so ~85% of orders that correspond to an
existing quote arrived unmatched and stayed that way until an
operator opened the order and clicked a button. Fire
suggestQuoteForOrder(order.id) via next/server's after() once the
response has been sent, so intake latency is unaffected, and guard
both the matcher call and the after() call itself: after() throws
synchronously outside a request scope (confirmed by reading
node_modules/next/dist/server/after/after.js), so a caller without
one (e.g. a background script invoking createOrder directly) falls
back to firing the match inline instead of crashing order creation.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The previous commit's two "happy path" pairing tests never reset
pairOrderLines' mock call history — vitest.config.ts doesn't set
clearMocks, and the file's global beforeEach only clears the PB
store. A prior passing setOrderQuote test left toHaveBeenCalledWith
already satisfied on entry, so those two tests passed even with the
production call site deleted. Add mockClear() after the dynamic
import in both so they actually exercise the call they claim to.
Also: reworded the idempotent-path comment to note the strict-pending
gate runs first, so pairing only re-runs there while every line is
still pending (not a general refresh mechanism); fixed the
"don't write, don't stamp" line, which the pairing call now
contradicts (order_items.quote_item is a write); and replaced a
comment pointer to a nonexistent plan section with a standalone
statement of the deferred-signal gap.
setOrderQuote is the single choke point for creating orders.quote —
used by the UI, REST API, and Hermes/n8n. Call pairOrderLines(orderId,
quoteId) right after the hard link lands so confident order-line to
quote-line pairs persist automatically instead of needing a separate
manual step.
Pairing also runs on the idempotent no-op path (order already points
at the requested quote) — it's safe to repeat and lets an operator
refresh pairing by re-running the same call after editing order lines.
A pairing failure never fails the link itself (console.error only,
by design) — the hard link is the operator's important intent and
must land even if pairing can't complete.
pairOrderLines' no-overwrite guard only checked whether an order
line's own row already carried a quote_item, not whether the quote
line it was about to claim was already held by a different order
line. A description drift (or a hand-confirmed link) on one line let
a fresh confident match on another line silently double-assign the
same quote_item, so two parts would render the same estimator's note
and attachments — the exact failure this feature exists to prevent,
reached from the other direction. Fixed by seeding a claimed-quote-item
set from the fetched order rows before the write loop, and skipping
any confident pair that targets an already-claimed quote line.
unmatchedOrderItemIds now also excludes any line that already carries
a link, even when this run's pairing pass didn't re-propose it.
Also names the two field projections (PAIR_ORDER_ITEM_FIELDS,
PAIR_QUOTE_ITEM_FIELDS) next to the existing MATCHER_QUOTE_ITEM_FIELDS
constant, and adds a test that asserts on the actual `fields` string
passed to each getFullList call. Previously nothing distinguished
`fields: "id,description"` from `fields: "id,description,quote_item"`
at the order-items query — a one-token trim silently disabled the
no-overwrite guard (every row read as unlinked) with the full suite
staying green, since the existing behavioral tests supply `quote_item`
values directly in their fixtures rather than through the query. Verified
by re-running that exact mutation against the new test: it fails, and
neither pre-existing behavioral test catches it on its own.
Adds pairOrderLines to order-quote-link-service.ts: pairs an order's
lines against a quote's lines via pairQuoteLines, writes quote_item
only for confident (>=0.5 Jaccard) pairs, and never overwrites a
line's existing quote_item. Possible-tier pairs are returned but left
unwritten so an operator has to confirm them before a buyer sees a
note attached on a guess.
Reuses fetchQuoteItemsForQuotesAdmin (already used by the fuzzy pass
in this file) to fetch quote_items rather than reintroducing a raw
QUOTE_ITEMS_COLLECTION query. Writes stay sequential, matching the
existing bulk-update convention in orders-service.ts.
Six review findings on suggestQuoteForOrder, all bite hardest once
order intake and the backlog sweep start calling it:
1. fetchQuoteItemsForQuotesAdmin's `fields` string was a hardcoded
constant owned by the duplicate-quote scan. The matcher now passes
its own `fields` (an added, defaulted parameter) instead of
depending on that string never being trimmed out from under it —
losing `description`/`selling_price` would have collapsed every
confidence score toward zero with no exception and no failing
test.
2. The candidate-quote query in fuzzyPass had no `fields`, so it
pulled full quote records (email_body, ai_insights,
migration_meta) for up to 200 candidates, twice per order when the
window widens, to read five scalars. Added
`fields: "id,quote_number,company,customer,created"`.
3. findExactMatch's bare `catch {}` swallowed everything, not just
the "field doesn't exist on an older PB schema" case it claimed to
guard (all four fields exist per pb_schema-2.json). An expired
admin token or a PB blip during the sweep would silently fall
through to the fuzzy path, and writeSuggestion would then persist
quote_matching_attempted: true / quote_match_method: "no_match" -
permanently hiding an order that had a valid citation from the
sweep's retry filter. Narrowed to rethrow anything that isn't a
ClientResponseError with status 400.
4. Exact-identifier lookups (quote_reference_text, rfq_number are
customer free text) weren't scoped to the order's company, so a
reference-number collision across two customers could return a
confidence-1.0 suggestion pointing at the wrong company's quote.
Added `company = "..."` to the filter when the order has one.
5. SuggestQuoteResult.window used the literal "90d", hardcoding
FUZZY_WINDOW_DAYS. Renamed to "initial" so retuning the constant
can't make the sweep's reporting lie.
6. order-quote-link-service.test.ts's makePb forced every test to
redeclare the full collection map. Gave it a default map merged
with a per-test override and renamed useP to mockAdminPb, since
two more tasks add tests to this file.
Adds tests for #1 (matcher's quote_items fields include description
and selling_price), #2 (candidate query's fields), and #4 (a
same-reference quote belonging to another company is not returned).
fuzzyPass built a single `quote = "x" || quote = "y" || ...` OR-chain
across up to FUZZY_CANDIDATE_CAP (200) candidate quotes to fetch their
items. The predecessor in pb-helpers.ts documents exactly why that
doesn't scale: PB's filter expression has a max length, and a naive
OR-chain 400s past roughly 50 ids. There was no try/catch, so
getFullList's rejection propagated straight out of
suggestQuoteForOrder - the matcher failed outright for precisely the
high-volume companies where auto-matching matters most.
Reuse fetchQuoteItemsForQuotesAdmin (now exported from
quotes-service.ts) instead of a third copy of the same chunking logic.
It already does this for the duplicate-quote scan: try PB's `IN (...)`
syntax first, fall back to 80-id chunked OR-chains on rejection.
Adds a regression test that simulates PB rejecting an oversized filter
across 100 candidate quotes and asserts the fetch recovers via
multiple chunked calls rather than rejecting outright. Confirmed it
fails against the pre-fix code (uncaught rejection propagates out of
suggestQuoteForOrder) before verifying it passes against the fix.
Ports the PocketBase half of the order<->quote matcher off the
browser's PB singleton and onto getAdminPocketBase(), so matching can
run at order intake and from a backlog sweep instead of only on a
button click. Reuses the pure scoring in order-quote-match.ts
untouched (scoreOrderVsQuote, quoteWindowForOrder,
quoteToOrderAgeDays).
suggestQuoteForOrder tries the four exact-identifier fields first
(never date-limited), then falls back to a company/customer/
description/price fuzzy scan windowed to 90 days before the order
date, widening to 365 days only if that comes up empty.
Writes only the soft suggestion (potential_quote,
potential_quote_confidence, quote_matching_attempted,
quote_match_method) - never orders.quote, the hard link. Orders that
already carry a hard link are skipped untouched.
pb-helpers.ts's findMatchingQuotesForOrder is left in place; a later
task migrates its last UI caller and removes it.
Two findings from review of the quote-line-pairing task:
- quoteToOrderAgeDays: Math.round ties toward +Infinity, so a negative
half-day gap rounds to -0. Normalize to a clean 0.
- quoteWindowForOrder / quoteToOrderAgeDays relied on `new Date(...)`
parsing PocketBase's space-separated datetime form
("2026-08-29 10:00:00.000Z") the same as ISO 8601. That happens to
work on V8 but is implementation-defined per spec. Both now go
through a shared parseFlexibleDate helper that normalizes the
separator explicitly.
Adds tests pinning both behaviours; the existing 40 tests stay green.
Adds quoteWindowForOrder (pure) to constrain the fuzzy-match candidate
scan to a date window anchored on the order's own created date, plus
the forward grace period for quotes raised a few days after the PO.
Also adds quoteToOrderAgeDays, used by a later task's age-gap
histogram, with test coverage the plan omitted (normal, inverted, and
unparseable-input cases).
Code review found LINE_PAIR_POSSIBLE was decorative -- pairLinesByDescription
still filtered on a hardcoded 0.3 literal, so editing the constant wouldn't
change behaviour. Also adds a test pinned to an exact 0.5 Jaccard pair to
catch off-by-one mutations on the confident/possible tier boundary.
When a mine puts a spot out to tender, several engineering companies
each ask us to price the same item list. Before pricing a new one the
operator wants to see what the earlier quote went out at.
The per-line answer already existed: populateItemIntel powers the ⓘ
popover on each row and returns recent_quote (prior quote number,
company, selling price, days ago). This adds no new matching logic —
it runs that same lookup across every line of a quote and rolls the
results up, so the operator gets one panel instead of clicking ⓘ on
each row.
What the roll-up adds over the per-line popover:
- "N of M lines have been quoted before" at a glance
- relatedQuotes ranked by HOW MANY of this quote's lines they also
carried; a prior quote covering 5 of 5 is very likely the same
tender from a different bidder, one covering 1 of 5 is a shared
commodity line
Two honesty details, both driven by what the first live run showed:
- match confidence is surfaced as close/likely/loose. The underlying
matcher accepts anything above 0.5, and a live check returned a
R150 hit against a magnetic base drill — a loose row must not look
as trustworthy as a close one.
- an unpriced prior quote renders "unpriced", never R0.00, which
would read as "we quoted it at zero".
Read-only: passes write:false so viewing the panel doesn't persist
intel onto rows the operator only looked at. On-demand rather than
auto-loading, since it costs one intel computation per line
(~400-650ms each, batched 5 at a time, capped at 40 lines).
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
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>
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>
- Updated the search input handling to improve responsiveness by integrating a debounced search mechanism, reducing latency from 550 ms to approximately 300 ms.
- Added keyboard shortcut support for focusing the search box, enhancing accessibility and usability for frequent users.
- Improved the search placeholder to reflect all searchable fields, providing clearer guidance to operators.
- Introduced a clear-search button to streamline user interactions, allowing quick resets of the search input.
- Enhanced the display of search results with a live result count badge, providing immediate feedback on search outcomes.
These changes collectively enhance the search experience for operators, making it more intuitive and efficient.
- Added `email_sender`, `email_subject`, and `email_body` fields to the order creation input schema for improved traceability of inbound emails.
- Updated logic to include these fields in the order creation process, allowing operators to track the source of orders without needing follow-up updates.
- Enhanced documentation to reflect the new optional fields and their purpose in the order management workflow.
This update improves the audit trail for orders and enhances user experience by linking orders directly to their source emails.
- Introduced `order_number` field in the order creation input schema, allowing users to provide a custom identifier (e.g., PO/reference).
- Implemented logic to handle empty or whitespace values, defaulting to auto-generated order numbers.
- Added error handling for order_number collisions, returning structured error responses for better client-side handling.
- Updated documentation to reflect the new order_number functionality and its implications.
This enhancement improves order management flexibility and user experience.
The cancelled check was reading orders.item_status, which doesn't exist on
the orders collection in PB. Status lives on order_items, so the check
never fired and cancelled orders were counted in orderTotals.total and
each rep's ordersPlaced.
Mirror the delivered fix: derive a cancelled-order-id set from
order_items.item_status in the active window. An order is excluded from
total if ANY of its lines carries item_status="cancelled".
Co-Authored-By: Claude <noreply@anthropic.com>
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>
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>
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>
