Two spec-vs-implementation drifts caught by the final review:
- Move 'per-row validation → 200 with reason in results[]' out of the
'Reject 400' list. The route enforces body shape (json / empty /
too-many / bad id / missing actor) as 400; the service enforces
forbidden_field / non-finite / not_found / pb_error per row so one
bad sibling never aborts the rest.
- Move the 'realtime-conflict banner' from Page-behaviour to Out of
scope (the implementation deferred it; the spec still listed it).
Refine the handling of order_number values in the MCP API. Custom free-text order_numbers are now allowed to repeat across orders without triggering collision checks, while only values formatted as ORD-YYYY-MM-NNN will be subject to collision verification. Update tests to reflect this new behavior and ensure proper functionality.
Backend-first TDD plan (pos-auth, pos-service, /api/v1/pos/* routes)
followed by relocating and rewiring the existing static POS mockup
into public/pos/, removing the hardcoded PB superuser credentials.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Scopes hardening the existing POS mockup (superuser creds removed,
catalog moved to stock_items, checkout wired to stock_ledger) as a
route inside WFDASH-WEBAPP rather than a separate service.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Three documents behind the two features on this branch:
- specs/2026-08-30-non-invoiceable-order-extras-design.md — the design
the implementation followed, including why the flag must be named for
the exception (a positively-named field defaults to false and would
mark every existing row non-billable the moment it is created).
- plans/2026-08-30-non-invoiceable-order-extras.md — the task-by-task
plan, now fully implemented.
- specs/2026-08-30-quantity-handling-audit.md — the order_qty /
quantity audit that produced the preceding fix, plus the partial
collection findings that are still open.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The original sample scored 0.222 Jaccard — below the 0.3 candidate
floor — so it would have been dropped rather than tiered. Verified
0.333 for the replacement.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
13 TDD tasks across two phases. Phase 1 (backend) ends with orders
matched automatically at intake plus a backlog sweep; Phase 2 surfaces
the paired quote line's note and attachments on both order pages.
Resolves the spec's two open questions: `after` is stable in
next/server on Next 16.2.6, and PocketBase date filters take
`.toISOString()`.
Two deviations from the spec, both noted in the plan: line pairing
hooks into the existing setOrderQuote rather than a new
linkQuoteToOrder, and the per-line context extends the existing
matched-attachments response rather than adding an endpoint.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Design for closing three gaps in the existing order↔quote matcher:
- The matcher only runs when an operator clicks it, so the ~85% of
orders that arrive against a quote stay unlinked. Adds a call from
createOrder plus a catch-up sweep for the backlog.
- order_items.quote_item is only written when an order is created
from a quote, so post-hoc links never pair lines. Adds persistence
for confident pairs.
- findMatchedQuoteItem re-guesses the pairing at render time using
exact/substring matching, so buyer notes and per-line attachments
silently vanish on any wording difference. Replaced with the
tokenised matcher already in the repo.
Fuzzy candidates are windowed to 90 days before the order's own date
(widening to 12 months only when nothing clears the threshold);
exact-identifier lookups stay unwindowed.
No PocketBase schema changes required.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Companion to the design spec at docs/superpowers/specs/. Covers all 15
implementation tasks (windowRange helper, aggregations, rep-activity
pagination, route handlers, tests, PWA manifest, mobile layout,
dashboard view with realtime + bottom sheet) plus the final
verification step.
Co-Authored-By: Claude <noreply@anthropic.com>
Implementation plan for the spec committed in d87a007. Four tasks:
1. Scaffold 7 component tests (all fail initially)
2. Replace handleApprove + handleApprovePartial with lifted
SendQuoteModal + sendApprove; new 'Approve & send' button
3. Verify partial-row test passes from task 2 wiring
4. Manual smoke test against running PB
Lifts the detail-screen "Approve & send email" button behaviour onto
the pending-approvals list rows. Replaces the list's existing
two-step approve + drill-in flow with the existing combined
review-approve endpoint behind the same SendQuoteModal the detail
page already uses.
Out of scope: "approve without send" toggle in the modal, inline
markup-edit on a row.
Co-Authored-By: Claude <noreply@anthropic.com>
11 tasks covering schema, type, PATCH endpoint, three service
gate relaxations, PDF route bypass, PDF component rendering, UI
toggle on Quote Details card, MCP tool exposure, and an E2E
smoke test. TDD throughout with file:line citations to the
existing service tests as templates.
Co-Authored-By: Claude <noreply@anthropic.com>
Adds is_no_quote boolean to quotes collection so operators can send
an official decline letter on a quote the company cannot price.
Spec covers schema, service-layer gate relaxations, PDF rendering,
UI toggle placement, error edges, tests, and rollout.
Approach A (surgical flag relaxation) chosen over B/C during
brainstorming to keep v1 minimal and reversible.
Co-Authored-By: Claude <noreply@anthropic.com>
Implementation plan for the spec at
docs/superpowers/specs/2026-08-07-order-item-context-block-design.md.
Tasks: backend service skeleton + impl + tests, /api/v1/.../context
endpoint + tests, OrderItemContextPanel + tests,
OrderItemContextPopoverTrigger + tests, sprint modal wire-in, orders
page wire-in, full test suite + build smoke.
Each task follows a TDD cycle: write failing test, run to confirm,
implement minimal code, run to confirm pass, commit.
Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
Replaces the AI Insights section in order-sprint-process-modal with a
deterministic PocketBase-derived context block (last quote, last order,
last invoiced, stock). Same backend exposed as a popover trigger on
the orders detail page, replacing the existing AI-history ⓘ there.
Backend: new src/lib/server/order-item-context-service.ts +
GET /api/v1/order-items/[id]/context. Reuses pure helpers from
item-history-service (normaliseSkuForHistory, findBestDescriptionMatch,
aggregateSuppliers, computeCheapest).
UI: new <OrderItemContextPanel/> (inline expandable for the sprint
modal) and <OrderItemContextPopoverTrigger/> (ⓘ popover for orders
page). Apply = cost + supplier only; selling stays locked to the order.
Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
5 tasks: stock-items service helper, two PDF document components +
render helpers, two GET endpoints, UI changes (wrap + buttons).
TDD per task with test-first steps. Final task is full-repo
verification + manual smoke checklist.
Co-authored-by: Orca <help@stably.ai>
Two small additions to /stock-orders:
- Wrap long text in Number + Supplier columns
- Two PDF download buttons (Stocktake PDF, Orders PDF)
Both PDFs always include all rows, ignore the active status
filter and pagination. No persistence — throwaway reports.
Design reviewed: covers architecture, data model, API contract,
error handling, testing, and manual smoke. No new PB schema,
no new types.
Co-authored-by: Orca <help@stably.ai>
Six-task TDD plan to widen listStockPurchases with ordered_value +
received_value per row, expose it via a new v1 list route, migrate
the /stock-orders page from a client component reading PB directly
to a Server Component + sibling client table component, and move the
existing 7 page tests + add an 8th.
Co-authored-by: Orca <help@stably.ai>
Add an Approved design doc for the /stock-orders list table: two new
currency columns (Ordered, Received) showing sum(line.quantity *
line.cost_price) and sum(line.quantity_received * line.cost_price) per
stock purchase. Migrates the page from client-side direct PB read to
the service layer per AGENTS.md.
Co-authored-by: Orca <help@stably.ai>
Six tasks: service field, service filter, card visual, page wiring,
route smoke test, full verification. All TDD with frequent commits.
Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
Mail-failed POs currently vanish from every buyer-tasks tab because
the po_draft and po_sent filters both exclude the 'mail_failed' status.
This adds a focused design that surfaces them in place inside PO Draft
with a red warning row + 'Resend' button that re-opens the shared
SendPoModal.
Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Orca <help@stably.ai>
Removes the Adjust Quantity modal, surfaces invoice photos in a per-PO
strip, exposes inline-editable cost prices, and migrates the page to a
thin service layer (listCollectedItems, updateOrderItemCost,
confirmOrderItemsForInvoicing) with three new /api/v1 routes. Cost edits
are audited in the existing notes feed as category=cost entries; confirm
is one PocketBase batch.
Co-authored-by: Orca <help@stably.ai>
12-task TDD plan covering the service module, four API routes,
the modal component (built incrementally across 4 tasks), and the
page-hook. Each task ends with a commit; spec gaps surfaced during
self-review already merged into task content.
Co-authored-by: Orca <help@stably.ai>
Adds spec for the new item-first quick-draft modal on /stock-orders:
item-first stock-order entry, accumulates per supplier into draft POs,
reuses existing Send/Receive flow. No schema changes.
Co-authored-by: Orca <help@stably.ai>
