Commit graph

258 commits

Author SHA1 Message Date
SJCoetz
7f924ccc45 refactor: switch hardcoded UI colors to semantic theme tokens
Overhaul the app's color system by replacing all hardcoded Tailwind color classes with semantic theme variables to ensure consistent theming across all components, pages, and tests.

Additional changes:
- Add assigned date support for order item status updates: add `assignedDate` field to the order item status PATCH API, implement server-side normalization/validation, and add corresponding tests
- Refactor purchase order PDF workflows to use the consolidated `purchase_orders.documents` field instead of the legacy separate `purchase_order_pdfs` collection
- Fix quote number parsing and formatting to support both dashed (Q-YYYY-MM-NNN) and dashless (QYYYYMMNNN) formats
- Rename `driver_pool` item status to `collection_pool` across the codebase
- Add null handling for order item quantities and pricing to display "—" for missing values
- Improve filter tab styling: make mobile tabs scrollable, prevent text wrapping, hide scrollbar
- Add new utility scripts, API routes, migrations, and polish small UI/UX fixes including tsconfig updates and theme hook improvements
2026-07-07 17:22:03 +02:00
SJCoetz
9cdcb3b096 feat: implement sku-based catalogue pricing matching workflow
This commit adds the full end-to-end SKU pricing match flow for quote items:
- Add new QuoteItem and PriceListRow fields for SKU and pricing metadata
- Add sku_normalised to price_list for robust format-agnostic SKU matching
- Refactor price list search to use modular search builder and filter helpers
- Add database migrations, backfill scripts, and new package commands
- Update catalogue search UI and fix quote list accidental click behavior
- Add comprehensive unit, smoke, and end-to-end test suites
- Update documentation for the new price search and extraction logic
2026-06-30 21:20:53 +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
SJCoetz
c4e1c62882 chore: standardize line endings and add full test + config scaffolding
Fix inconsistent line endings across all project files for cross-environment consistency.
Add complete unit test suite covering core utilities, API routes, and server services.
Add Playwright E2E test setup with smoke, auth, and agent API tests.
Update all project configuration files to match standardized formatting.
Fix MCP API error handling to properly propagate HTTP status codes and use correct JSON-RPC error codes.
Add VSCode workspace configuration, extensions, and example MCP config files.
Update .gitignore to exclude new test and build artifacts.
2026-06-11 20:30:02 +02:00
SJCoetz
fd1571e294 Add PocketBase collections, APIs & migration docs
Introduce PocketBase workflow support, migration tooling, server APIs and documentation. Adds a set of PocketBase collection JSONs (order_items, order_items_v2, collection_pool, delivery_notes, delivery_note_items, repairs) and a large import manifest for workflow collections; includes docs describing MCP/API layer, migration audit, order-item schema and rollout plans. Adds server-side agent/MCP endpoints and services (api/mcp, api/v1/orders, collection-pool, order-items status, health) plus helper modules (pocketbase-admin, orders-service, order-item-status, agent-auth) and a migration script to create order_items_v2/collection_pool. UI: new pages for collection-pool, delivery-notes, repairs and several updates to orders/quotes pages, sidebar, tooltip and pb helpers/types. Also updates package.json (migration script and related changes) and global styles. Required env vars and suggested migration command are documented (e.g. NEXT_PUBLIC_POCKETBASE_URL, PB_ADMIN_EMAIL, PB_ADMIN_PASSWORD, ORDER_ITEMS_COLLECTION; run npm run pb:migrate:orders-v2).
2026-05-25 18:39:33 +02:00