Commit graph

572 commits

Author SHA1 Message Date
e722788ab0 refactor(boss-dashboard): simplify rep card to loaded/claimed/orders
Drop the separate quotesLoaded metric and relabel quotesDoneFor as
"loaded" and quotesDoneBy as "claimed" — two near-duplicate numbers
per rep card was more confusing than useful.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-31 22:14:43 +02:00
f05fc5d9cf fix(boss-dashboard): filter to active reps only + fix PB date-filter bug
The reps list seeded a row for every `users` record (admin, test
accounts, drivers, duplicate entries), not just the 6 real sales reps.
Also, window filters built with toISOString() used a "T"-separated
date PB's filter engine doesn't match against `created`, so every
window silently returned zero rows — the whole dashboard read 0
regardless of real activity. Same fix pattern already used in
order-delivery-note-link-service.ts / order-order-duplicate-link-service.ts.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-31 22:14:40 +02:00
40993ce8f8 refactor: remove check-progress and run-backfill scripts; add DELETE endpoint for quote_items
This commit deletes the check-progress.mjs and run-backfill.mjs files, which were previously used for order processing and backfilling tasks. Additionally, it introduces a DELETE endpoint for quote_items, allowing for the deletion of quote items by ID, along with corresponding tests to ensure proper functionality and error handling.
2026-08-31 18:36:15 +02:00
9f27e9d4f1 feat(stock): beforeunload warning when pricing draft is dirty 2026-08-31 17:15:42 +02:00
7aaed60860 feat(stock): persist pricing draft to localStorage 2026-08-31 17:14:34 +02:00
759e05048c feat(stock): edit-pricing mode + dirty rows + apply bar 2026-08-31 17:12:28 +02:00
104cf4cc6c feat(stock): missing-pricing-only filter on /stock 2026-08-31 17:08:26 +02:00
f63fb7d8fc feat(stock): show pricing columns toggle on /stock 2026-08-31 16:57:25 +02:00
Claude
a4bfef123b fix(stock): return 400 (not 500) for malformed PB id in set-pricing route
Code-review feedback from Task 4: the verbatim plan source had a
`throw new Error(...)` inside the per-row .map() that escaped
synchronously as an HTTP 500 instead of the structured 400 envelope
the rest of the route uses for validation errors. Swap .map() for a
for-of loop that returns the structured 400.

Verified:
- Bad id → 400 {code: "validation_error", ...}
- Happy path → 200 unchanged
2026-08-31 16:56:03 +02:00
6f8c6da0fe feat(stock): add POST /api/v1/stock/items/set-pricing 2026-08-31 16:54:03 +02:00
ab639eea6d test(stock): cover validation + not_found + per-row independence 2026-08-31 16:48:40 +02:00
Claude
86eba97d33 fix(stock): skip ledger row on first-time pricing + include cost delta in notes
Code-review feedback from Task 2:
- Code-review Issue #1 (Important): the strict-equality guard fired on
  'before.cost_price = undefined' vs 'update.costPrice = 0' — exactly
  the population this feature targets (fresh catalogue rows the
  operator is pricing for the first time). No real cost movement was
  happening, but a spurious ledger row was getting written. Gate the
  ledger write on Number.isFinite(before.cost_price) so first-time
  pricing doesn't pollute audit history with a 0 -> 0 'movement'.
- Code-review Issue #4 (Minor, audit-readability): add the actual
  before -> after delta to the ledger notes so operators scrolling
  the ledger history see 'Gary edited cost 2.50 -> 3.20 from /stock'
  rather than the prior opaque 'Gary edited cost from /stock'.
- Added two regression tests: one for the first-time-pricing case,
  one pinning the notes delta format.
2026-08-31 16:46:42 +02:00
202f5e73e2 feat(stock): write stock_ledger audit row when cost_price changes 2026-08-31 16:43:13 +02:00
Claude
0cab704840 refactor(stock): tighten pricing-service reason type + drop dead FORBIDDEN_KEYS
Code-review feedback from Task 1:
- Drop the unused FORBIDDEN_KEYS constant + its export. The whitelist
  PATCHABLE_KEYS already covers what was meant; nothing else reads this.
- Replace UpdateStockItemsPricingResultRow's reason: string with a tight
  UpdateStockItemsPricingFailureReason union so the route can map to HTTP
  status without parsing the message string. Matches UpdateStockItemResult
  in stock-items-service.ts:113.
- Replace the array-tail-fragile 'last push matches current id' guard
  with an explicit validationFailed boolean per row, decoupling from
  push order in the inner loop.
2026-08-31 16:41:34 +02:00
076e80ecb4 feat(pos): add FA icons to catalog, matched by category
Each stock item now renders a Font Awesome icon in the catalog grid
in place of the generic '?' initials. The icon comes from the item's
category, set on the categories collection's new 'icon' field (e.g.
'fa-solid fa-bolt' for Fasteners). All 10 active categories seeded
with sensible defaults; can be edited per-row in PB admin.

Match logic lives in pos-service.listActiveStockCatalog: it pulls the
categories matcher table, then assigns each item by:
  1. category.match_brands (against item text or supplier's supply_tags)
  2. category.match_supplier_tags
  3. category.match_keywords (longest first so 'hydraulic hose' beats 'hose')
  4. the 'Unknown / Other' catch-all is excluded from matching — anything
     with no match simply gets the initials fallback

The matcher table is in PB (the existing match_keywords/match_supplier_tags
/match_brands fields on categories), so admins can tune coverage without
a deploy. Two keyword additions to Fasteners (allen cap, set screw) and
Cutting Tools (tap, drill, chuck) lifted the live match rate from 67% to
71% (298/418 items across 8 categories).

FA 6.5.2 Free, solid only, bundled under public/pos/fa/ (256KB total:
100KB CSS + 156KB solid woff2). Both the CSS and the woff2 are in the
service worker APP_SHELL so icons render offline. No CDN dependency.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 16:40:02 +02:00
85f238d3e0 feat(stock): add stock-pricing-service scaffold with happy-path 2026-08-31 16:37:02 +02:00
e66437322f Revert "feat(orders): add Duplicates tab surfacing flagged duplicate orders"
This reverts commit b4855a9c9f.
2026-08-31 16:34:37 +02:00
8ae4592108 feat(orders): add since=YYYY-MM-DD to backfill endpoint for scoped re-scans
Lets the operator scope a backfill to recent orders so off-peak
sanity passes don't disturb the active workflow. e.g.:

  POST /api/v1/orders/backfill-duplicate-checks?limit=200&since=2026-08-24

rescans the last 7 days up to 200 rows. Combines with limit/skip;
rejects malformed dates with 400 instead of silently no-op'ing.
2026-08-31 11:34:46 +02:00
b4855a9c9f feat(orders): add Duplicates tab surfacing flagged duplicate orders
Cross-cutting review tab at the end of the strip — lists every order
with any of the three duplicate-detection flags set:
  - order_number_duplicate
  - potential_duplicate_order
  - potential_delivery_note

Implementation:
  - src/lib/item-status-ui.ts: add 'duplicates' to TabGroup + visual +
    TAB_GROUP_ORDER (placed last so it doesn't compete with
    active-workflow tabs). Empty array in TAB_GROUP_ITEM_STATUSES
    (it's not an item-status group — the duplicates tab is
    cross-cutting on order-header fields).
  - src/lib/server/orders-service.ts: add duplicateOrderFilter() +
    orderHasAnyDuplicateFlag() helpers. listOrdersWithItems routes
    tabGroup='duplicates' to a PB filter on the orders collection
    (separate from the item-level tabGroupFilter the other tabs use).
    getOrderItemStatusTabCounts counts duplicates independently so
    the badge stays accurate even when the active-workflow counts
    are filtered out.
  - src/app/(app)/orders/page.tsx: add the tab to the strip + an
    empty state with the purple #a855f7 visual.
2026-08-31 11:30:09 +02:00
ff150bdf6e feat(orders): include selling_price in duplicate-detection line match 2026-08-31 09:03:00 +02:00
a956b70137 feat(pos): default catalog to recently added, render in chunks of 50
The till was painting all 373 active stock items at once, which is slow
and buries the stock staff actually reach for. The catalog now comes back
newest-first (PosCatalogItem carries created) and renders 50 at a time,
with a Show-more button that also auto-loads as it scrolls into view.

Header reads 'Recently added' when browsing and 'Results' once a search
or category is applied; changing either resets paging to the first chunk.
Scroll position is preserved across re-renders so adding to the cart no
longer throws the operator back to the top of the list.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 02:25:05 +02:00
4d58bde6ff fix(pos): type checkout test stub as PosPb to satisfy tsc
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:41:26 +02:00
0282d43109 feat(pos): add customer search behind /api/v1/pos/customers
Keeps the till free of PocketBase credentials — the mockup queried the
customers collection directly.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:36:37 +02:00
b60cdd8547 feat(pos): add catalog, checkout and sales API routes
All three gated on POS_API_KEY. Checkout accepts all four tender types
and forwards client_ref for idempotent offline-queue replays.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:35:51 +02:00
739ef8f846 feat(pos): add listSalesInRange for history/cashup
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:34:27 +02:00
b177aca35c feat(pos): add checkoutSale with stock validation and ledger writes
Records all four tender types. Only cash sets cash_given/change_given;
card, EFT and account settle outside the till, so cashup can reconcile
the physical drawer. Stock decrements for every tender including
account, since the goods leave on a delivery note.

client_ref makes checkout idempotent: an offline-queued sale that was
already committed server-side replays to the original record instead of
decrementing stock twice.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:33:31 +02:00
a228b02156 feat(pos): add listActiveStockCatalog
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:31:53 +02:00
af7a74b4fa feat(pos): add assertPosAuth for POS_API_KEY-gated routes
Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:30:52 +02:00
f6bfb6f1eb feat(pos): add PosCatalogItem/PosSale/PosSaleItem types
Supports all four POS tender types (cash/card/eft/account) rather than
just cash/card: only cash puts money in the drawer, so cashup needs the
distinction. PosSale.client_ref carries the till's local sale id as an
idempotency key for the offline queue.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-31 01:30:15 +02:00
a73f3b3f97 fix(orders): update order_number collision-checking logic
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.
2026-08-31 01:24:56 +02:00
2dbe96da23 fix(orders): correct page math in backfill endpoint (perPage must equal limit) 2026-08-31 01:05:54 +02:00
463265fe36 fix(orders): honor skip param in backfill endpoint (was hardcoded to page 1)
The route accepted ?skip=N but always called getList(1, ...) — every
chunk re-processed the FIRST limit orders, leaving offsets > limit
unprocessed. Convert skip to page (floor(skip/limit) + 1) and add a
regression test asserting getList is called with the right page.
2026-08-31 00:55:56 +02:00
ee2dcdecb7 fix(orders): lower bulk filter chunk size 200 -> 100 to stay under PB limit 2026-08-31 00:06:47 +02:00
2b0dd57af0 fix(orders): chunk bulk filter to stay under PB's filter-expression length limit 2026-08-31 00:03:29 +02:00
410785c886 perf(orders): bulk-fetch candidate DN items in suggestDeliveryNoteForOrder (kill N+1) 2026-08-30 23:59:49 +02:00
507531bf15 perf(orders): bulk-fetch candidate items in suggestOrderDuplicate (kill N+1) 2026-08-30 23:57:20 +02:00
8888a4722c feat(orders): paginate backfill endpoint (?limit&?skip) for chunked operator runs
The backfill is N+1-bounded (each order = 1 + N candidate queries),
so a 5,300-order table takes ~3 hours at ~25 orders/min on a busy
PB instance. Splitting into 200-order chunks keeps each call under
Next.js's maxDuration (10 min) and gives the operator a clear
progress signal: every chunk returns nextSkip + done.
2026-08-30 23:30:24 +02:00
687c82a4b8 polish(orders): add no-company test for order-order matcher + backfill route prereq note 2026-08-30 22:34:12 +02:00
14347c4b4b test(orders): cover auth + matcher-isolation for backfill endpoint, document response shape 2026-08-30 22:30:52 +02:00
f0c5daa99e feat(orders): add backfill endpoint for duplicate-detection fields 2026-08-30 22:28:00 +02:00
51a53851de feat(orders): render order-number and item-duplicate pills 2026-08-30 22:26:50 +02:00
d9f0925d83 refactor(orders): rename runQuoteMatch to runPostCreateMatchers, update stale comments 2026-08-30 22:26:05 +02:00
70932eb967 feat(orders): run order-number and item-duplicate checks on every new order 2026-08-30 22:23:54 +02:00
d0f24dd299 feat(orders): add order/item duplicate-detection fields to Order type 2026-08-30 22:22:34 +02:00
d32d71f55b refactor(orders): hoist WINDOW_DAYS, add 60-day boundary tests, clarify comment 2026-08-30 22:20:29 +02:00
a6d88cef1c feat(orders): widen DN repeat-match to any status, add 60-day window 2026-08-30 22:18:02 +02:00
75b1e524ad test(orders): pin no-match _attempted flag + 60-day boundary for order duplicate matcher 2026-08-30 22:15:36 +02:00
f981cf96c3 refactor(orders): drop no-op .replace('Z','Z') from pbDate helper 2026-08-30 22:12:31 +02:00
dae184ef57 feat(orders): flag exact item-match duplicates, same company, last 60 days 2026-08-30 22:10:39 +02:00
1a824d3477 fix(orders): document PB schema prerequisite + strengthen duplicate-matcher tests 2026-08-30 22:08:24 +02:00