import { getAdminPocketBase } from "./pocketbase-admin"; import { QUOTE_VALID_DAYS } from "@/lib/pdf/format"; import { createQuoteItem } from "./quote-items-service"; import { PLACEHOLDER_CUSTOMER_IDS, PLACEHOLDER_CUSTOMER_NAMES, } from "@/lib/placeholder-customers"; import type { Quote, QuoteItem, Customer, Company } from "@/lib/types"; /** * Server-side quote pipeline used by the MCP layer (n8n) and internal API routes. * * This module is the canonical home for all email-to-quote business logic. * It deliberately avoids the pitfalls of the old Django implementation: * * - No fuzzy customer/company matching — only exact + normalized. * - No fabricated cost or selling prices on AI-extracted items. * - No racy `last + 1` quote number generation — uses a PocketBase-side * atomic counter. * - Replies are written to the `quote_replies` collection, never to a * text blob on `quotes.notes`. * - Idempotency: the same email (by Message-ID) cannot create two quotes. */ const QUOTES_COLLECTION = "quotes"; const QUOTE_ITEMS_COLLECTION = "quote_items"; const QUOTE_ATTACHMENTS_COLLECTION = "quote_attachments"; const QUOTE_REPLIES_COLLECTION = "quote_replies"; const QUOTE_COUNTERS_COLLECTION = "quote_counters"; const CUSTOMERS_COLLECTION = "customers"; const COMPANIES_COLLECTION = "companies"; const QUOTE_NUMBER_REGEX = /(?:Re:\s*)?(?:Quotation|Quote)\s+(Q-?\d{4}-?\d{2}-?\d{3})/i; /** * Sentinel customer for emails with no From: header. PB enforces * `required=true` on `quotes.customer`, so we can't pass null. Instead, * every email intake with an empty `from_email` is linked to this single * stable customer. The quoter reassigns in the quote-editing UI if/when * they know who the real sender is. * * The email domain `no-from.wfdash.local` is impossible to confuse with a * real address; the description makes the role explicit. */ const UNKNOWN_SENDER_CUSTOMER_EMAIL = "unknown-sender@no-from.wfdash.local"; const UNKNOWN_SENDER_CUSTOMER_NAME = "Unknown Sender"; const UNKNOWN_SENDER_CUSTOMER_DESCRIPTION = "Auto-created sentinel for emails with no From: header. The quoter reassigns in the quote-editing UI."; export interface EmailIntakeAttachment { filename: string; content_type?: string; size?: number; /** Raw bytes encoded as base64 (no `data:` URL prefix). */ base64: string; } export interface EmailIntakeExtractedItem { description?: string; quantity?: number; unit?: string; notes?: string; } export interface EmailIntakePayload { from_email: string; from_name?: string; subject: string; body_plain?: string; body_html?: string; /** RFC 5322 Message-ID. Required for dedup. */ message_id: string; in_reply_to?: string; received_at?: string; extracted_items?: EmailIntakeExtractedItem[]; attachments?: EmailIntakeAttachment[]; /** Optional override for company matching — used by the AI extraction layer. */ company_hint?: string; } export interface EmailReplyPayload { from_email: string; from_name?: string; subject: string; body_plain?: string; body_html?: string; message_id?: string; in_reply_to?: string; received_at?: string; quoted_text?: string; } export interface CreateQuoteFromEmailResult { quote: Quote; customer: Customer; company: Company | null; /** The created quote_items rows (as QuoteItem objects, with the * stubbed prices / no supplier set — these are placeholders for the * office to price). The agent previously saw only a count; returning * the array lets it confirm what was written and follow up with * `quote_items.update` for each. */ items: QuoteItem[]; /** Convenience: `items.length`. Kept for back-compat with the old * count-only shape. */ items_count: number; attachments: number; deduped: boolean; quote_number: string; } export interface AppendReplyResult { quote: Quote | null; reply: Record | null; matched_by: "in_reply_to" | "subject" | "none"; } // ────────────────────────────────────────────────────────────────────────────── // Atomic quote number generation // ────────────────────────────────────────────────────────────────────────────── /** * Generates the next quote number (`QYYYYMMNNN`) atomically. * * Uses the `quote_counters` collection with a unique `(year, month)` index. * The `last_seq+` increment operator is evaluated server-side by PocketBase * against the current row state, so concurrent callers cannot collide even * if they read the counter at the same instant. */ /* ============================================================================ * Quotes dashboard read model * ---------------------------------------------------------------------------- * Read-side service for the `/quotes` page. Mirrors the pattern established * in `orders-service.ts` (server-side tab filter + slim expand + cached * combined counts) but adapted to the quotes data model. * * Why a new module-level section instead of extending `pb-helpers.ts`: * - `pb-helpers.ts` is the legacy layer called directly by Client * Components; `AGENTS.md` says new endpoints / features go through * the service layer. The previous implementation also had several * wire-payload issues (full quote record × 20 in the list response, * no field limits on the deep expand) that are easier to fix in * one place than to retrofit onto the helper. * - The old `getQuoteStatusCounts` fired 22 parallel `getList(1, 1, ...)` * queries, one per PB status. With no `quotes.status` index on the * live PB, that's 22 full scans over ~8.5k quotes = ~2.6s wall time * on every page load. The combined query below collapses to 1 scan * (~150ms measured on the live instance). * * Tab model: 10 tabs on /quotes, each mapped to one or more PB statuses. * The mapping is canonical here (`QUOTE_TAB_STATUSES`) — the page's * `tabFilters` constant now derives from this. Fixes the long-standing * bug where `cancelled` + `rejected` were bucketed under "completed" * in the counts, so the Cancelled tab badge was always empty. * ========================================================================== */ export type QuoteTabKey = | "new" | "claimed" | "pending_approval" | "completed" | "completed_recent" | "cancelled" | "delivery_note" | "email_failed" | "problem" | "all" | "templates"; /** * The /quotes page's tabs, in the operator-facing display order. The * left-to-right order matches the workflow lifecycle (intake → claim → * approval → success → recovery → failures → catch-all → meta). The * `all` tab sums every status except templates; `templates` is its * own thing because templates are scaffolding for FUTURE quotes, not * in-flight work. */ export const QUOTE_TAB_ORDER: QuoteTabKey[] = [ "new", "claimed", "pending_approval", "completed", "completed_recent", "cancelled", "delivery_note", "email_failed", "problem", "all", "templates", ]; /** * Tab key → list of PB statuses that belong on that tab. An empty * array means the tab uses a non-status filter (delivery_note = * relation filter, all = no filter, templates = is_template = true). * * `cancelled` now correctly absorbs the `rejected` and `cancelled` * statuses — the old `getQuoteStatusCounts` mapped both to * "completed", which is why the Cancelled tab badge was always empty. * The page's `tabFilters` separately groups them under "cancelled", * so a quote that was rejected showed up in the list but not the * count. The new mapping keeps count and list in lock-step. */ export const QUOTE_TAB_STATUSES: Record = { new: ["new", "follow_up"], claimed: ["claimed"], pending_approval: ["processed", "approval_pending", "partial_approval_pending", "sending"], completed: ["approved", "complete", "partial_approved", "emailed"], // "Completed this week" — same status set as `completed`, narrowed // by recency. Banked by the office in mid-2026 because: // - the global "Completed" tab is 7,849 rows (≈93% of the live // collection), so searching it is slow; // - the common "where's the Acme quote I just emailed" lookup // lives here, not in the bulk history; // - this is a *filter* on completed, not a new status, so the // underlying `deriveTabKey` in the search service still buckets // hits into `completed` for the per-tab breakdown. // The date cutoff is computed in `customTabFilter` (search) and in // the list endpoint below — `updated` is the closest stable proxy // for "completed" since PB doesn't track a per-status change time. completed_recent: [], cancelled: ["cancelled", "rejected"], // Delivery Note tab is relation-based (every quote that prices a // delivery note, regardless of where it sits in the lifecycle). // The list filter is `delivery_note != ""` rather than a status // IN (...) clause. The count is derived from the same filter. delivery_note: [], email_failed: ["email_failed", "mail_failed", "unmatched_bounce"], problem: ["problem"], // "All" = no status filter. Treated as the catch-all excluding // templates (templates have their own tab and aren't in-flight work). all: [], // Templates tab uses `is_template = true`, NOT a status filter // (the `status` field for templates can be anything). templates: [], }; /** Number of days the "Completed this week" tab looks back. Single * source of truth so the cache count, the list filter, and the * search pushdown all agree on the cutoff. Tweak here if the * operator wants a different window. */ export const COMPLETED_RECENT_WINDOW_DAYS = 7; /** ISO timestamp for the "completed_recent" cutoff — `updated >= * this` is what the filter is built on. Fresh per request so the * tab survives a long-lived process (the page is daily-use; a * Next.js server should comfortably reload between days). */ export function completedRecentCutoff(now: Date = new Date()): string { const cutoff = new Date(now.getTime() - COMPLETED_RECENT_WINDOW_DAYS * 24 * 60 * 60 * 1000); return cutoff.toISOString(); } /* ============================================================================ * Search recency window (Path A) * ---------------------------------------------------------------------------- * The full quote collection is ~8.5k rows. Searching it in real time * is fast after the pushdown refactor, but the *operational* feel is * bad: the operator's daily question is "where's the Acme quote I * emailed yesterday?" — never "find me a quote from 18 months ago * whose name I half-remember". The 90-day default makes the search * box do what the operator actually wants it to do, and the * "Include older" toggle lets them dig deeper when they really need * to (third-party phoned about a long-closed order, etc.). * * The window is shared by the search service AND the archive so the * two surfaces agree on what "recent" means. Same single source of * truth as `COMPLETED_RECENT_WINDOW_DAYS` for the new tabs. * ========================================================================== */ export const SEARCH_RECENT_WINDOW_DAYS = 90; export function searchRecentCutoff(now: Date = new Date()): string { return new Date( now.getTime() - SEARCH_RECENT_WINDOW_DAYS * 24 * 60 * 60 * 1000, ).toISOString(); } /** * All statuses that drive any tab's count, deduplicated. Used to * build the combined `status = "..." || ...` filter for the * status-counts query so we make ONE PB call instead of one per status. */ const QUOTE_COUNTED_STATUSES: string[] = Array.from( new Set( Object.values(QUOTE_TAB_STATUSES).flat().filter((s) => s.length > 0), ), ); /** * Cached counts for the tabs. Same lifetime/rationale as the orders * tab-counts cache: counts are global, so 60s TTL survives rapid * tab-switching without going stale on the operator's own changes * (realtime / refetch with `bypassCache: true` invalidates). */ const cachedQuoteTabCounts = new Map< "all" | "active", { value: Record; expiresAt: number } >(); const QUOTE_TAB_COUNTS_CACHE_TTL_MS = 60_000; /** Invalidate the quote tab-counts cache. Exported for tests. */ export function clearQuoteStatusTabCountsCache(): void { cachedQuoteTabCounts.clear(); } /** * Batch size for the combined counts query. Bumped from the PB default * of 500 — at 8.5k+ quotes the default would cost ~17 internal * round-trips; 5000 keeps it at 2-3. */ const QUOTE_COUNTS_BATCH_SIZE = 5000; const ARCHIVE_QUOTE_TABS = new Set(["completed", "all"]); const ACTIVE_QUOTE_COUNTED_STATUSES: string[] = Array.from( new Set( QUOTE_TAB_ORDER .filter((tab) => !ARCHIVE_QUOTE_TABS.has(tab)) .flatMap((tab) => QUOTE_TAB_STATUSES[tab]) .filter((status) => status.length > 0), ), ); export interface QuotesDashboardData { items: Quote[]; totalItems: number; totalPages: number; counts: Record; } /** * Read model for the internal /quotes page. * * Mirrors `getOrdersDashboardData` (orders-service.ts): a search * field-free path uses PB's native pagination; a tab path narrows * to the tab's status set so the footer pagination matches the * badge count. Search bypasses tab filtering (operator hunting * for a specific quote, regardless of status) and reduces to a * single page. */ export async function getQuotesDashboardData( params: { page?: number; perPage?: number; search?: string; sort?: string; tab?: QuoteTabKey; bypassCountsCache?: boolean; includeArchivedCounts?: boolean; } = {}, ): Promise { const pb = await getAdminPocketBase(); pb.autoCancellation(false); const [list, counts] = await Promise.all([ listQuotesForDashboard(params, pb), getQuoteStatusTabCounts(pb, { bypassCache: params.bypassCountsCache, includeArchivedTabs: params.includeArchivedCounts ?? true, }), ]); return { ...list, counts }; } /** * Expand relation for the list-page response. `customer.company` is * intentionally NOT expanded — the page only reads * `expand.company.company` (the direct relation from quote), not * `expand.customer.expand.company`. Dropping the 3-level expand * saves one IN query per page load. * * (No `fields` projection here — see the comment at the call site. * PB 0.26 doesn't support per-expand field limiting without * dropping the entire `expand` payload, so we accept the larger * per-record wire size and rely on schema-level fixes to trim * the heavy text columns.) */ const QUOTE_LIST_EXPAND = "customer,customer.rep,company"; async function listQuotesForDashboard( params: { page?: number; perPage?: number; search?: string; sort?: string; tab?: QuoteTabKey; }, pbArg?: Awaited>, ): Promise> { const pb = pbArg || (await getAdminPocketBase()); pb.autoCancellation(false); const page = Math.max(1, params.page || 1); const perPage = Math.min(100, Math.max(1, params.perPage || 20)); const search = (params.search || "").trim(); const sort = params.sort || "-created"; const tab = params.tab; // Build the tab's status filter clause. Three classes of tab: // - delivery_note: relation filter (not status) // - templates: is_template = true // - all: no status filter // - any other: status IN (TAB_STATUSES[tab]) const tabStatuses = tab ? QUOTE_TAB_STATUSES[tab] : []; let tabFilter = ""; if (tab === "delivery_note") { tabFilter = `delivery_note != ""`; } else if (tab === "templates") { tabFilter = `is_template = true`; } else if (tab === "all") { tabFilter = `is_template != true`; } else if (tab === "completed_recent") { // Same status set as `completed` but narrowed by `updated` so the // tab is small enough to search without hitting the full // collection. `updated` is the closest stable proxy for the // "completed" timestamp since PB doesn't track per-status change // on the quote itself. const completedStatuses = QUOTE_TAB_STATUSES.completed .map((s) => `status = "${s}"`) .join(" || "); tabFilter = `(${completedStatuses}) && updated >= "${completedRecentCutoff()}"`; } else if (tabStatuses.length > 0) { tabFilter = `(${tabStatuses.map((s) => `status = "${s}"`).join(" || ")})`; } // Search + tab combines. Search is a free-text OR across the // quote_number / quote_reference / rfq_number fields. When BOTH // are active, the PB filter chains them with AND. let searchFilter = ""; if (search) { searchFilter = `(quote_number ~ "${search}" || quote_reference ~ "${search}" || rfq_number ~ "${search}")`; } // For non-special tabs and "all", we also exclude templates so // they don't pollute the workflow view (the Templates tab shows // them explicitly). For the "templates" tab itself, this is // already handled by `is_template = true`. const excludeTemplate = tab !== "templates" ? `is_template != true` : ""; const clauses = [excludeTemplate, tabFilter, searchFilter] .filter((c) => c.length > 0) .join(" && "); // For tab + no-search: PB paginates the filtered set, so the // footer total reflects the tab's matching count (not the global // ~8.5k). For search (with or without tab): single page, total // computed from the filtered items. const result = await pb .collection(QUOTES_COLLECTION) .getList(page, perPage, { filter: clauses, sort, expand: QUOTE_LIST_EXPAND, // No `fields` here: PB 0.26 treats `fields` as a hard allowlist // of MAIN record columns, and specifying it makes PB drop the // `expand` payload entirely — so the customer/company/rep names // disappear from the list. The expand chain is what we actually // need; the per-record wire cost has to be paid until the // schema's unbounded text columns (notes, email_body, etc.) // are trimmed at the field level. }); if (search) { return { items: result.items, totalItems: result.items.length, totalPages: 1, }; } return { items: result.items, totalItems: result.totalItems, totalPages: result.totalPages, }; } /** * Counts per tab. Replaces the old `getQuoteStatusCounts` (22 * parallel `getList(1, 1, ...)` queries). Strategy: * * 1. One combined `status = "x" || status = "y" || ...` query, * `fields: "status"`, batch 5000. Loads ~all quotes that * contribute to any tab's count. ~150ms measured on the live * PB (vs ~2.6s for 22 separate queries without an index). * * 2. Bucket in memory. The dataset is small — only the `status` * field per row — so the dedupe-by-tab is cheap. * * 3. Special-case the `delivery_note` and `templates` tabs with * their own targeted queries (the status-based filter doesn't * apply to either). These two are tiny in volume so the cost * is negligible. * * Cached for 60s; the realtime / refetch path passes `bypassCache: * true` so a change the operator just made updates the badge * immediately. */ export async function getQuoteStatusTabCounts( pbArg?: Awaited>, options: { bypassCache?: boolean; includeArchivedTabs?: boolean } = {}, ): Promise> { const pb = pbArg || (await getAdminPocketBase()); pb.autoCancellation(false); const includeArchivedTabs = options.includeArchivedTabs ?? true; const cacheKey = includeArchivedTabs ? "all" : "active"; if ( !options.bypassCache && cachedQuoteTabCounts.get(cacheKey)?.expiresAt && cachedQuoteTabCounts.get(cacheKey)!.expiresAt > Date.now() ) { return cachedQuoteTabCounts.get(cacheKey)!.value; } // Combined status query — ONE PB call, ONE filter scan, instead // of 22 separate per-status scans. const countedStatuses = includeArchivedTabs ? QUOTE_COUNTED_STATUSES : ACTIVE_QUOTE_COUNTED_STATUSES; const allStatusRows = await pb .collection(QUOTES_COLLECTION) .getFullList<{ status?: string }>({ filter: countedStatuses.map((s) => `status = "${s}"`).join(" || "), fields: "status", batch: QUOTE_COUNTS_BATCH_SIZE, }); const counts: Record = { new: 0, claimed: 0, pending_approval: 0, completed: 0, completed_recent: 0, cancelled: 0, delivery_note: 0, email_failed: 0, problem: 0, all: 0, templates: 0, }; let allTotal = 0; for (const row of allStatusRows) { const status = row.status; if (!status) continue; allTotal++; for (const tab of QUOTE_TAB_ORDER) { const tabStatuses = QUOTE_TAB_STATUSES[tab]; if (tabStatuses.length === 0) continue; // special tab, handled below if (tabStatuses.includes(status)) { counts[tab]++; break; // each status lands in exactly one workflow tab } } } // Special tabs (relation-based, not status-based). // Templates: `is_template = true`. Excluded from the combined // query above so the workflow count isn't polluted. const templatesResp = await pb .collection(QUOTES_COLLECTION) .getList(1, 1, { filter: "is_template = true" }); counts.templates = templatesResp.totalItems; // Delivery note: `delivery_note != ""`. Each quote with a // delivery note attached. Status-agnostic — DN-backed quotes // can be claimed, processed, emailed, etc. const dnResp = await pb .collection(QUOTES_COLLECTION) .getList(1, 1, { filter: `delivery_note != ""` }); counts.delivery_note = dnResp.totalItems; // "Completed this week" — completed + recency. Filter is the same // status-set + `updated` cutoff the list endpoint uses (built via // the helper so the two stay in lock-step). PB's `getList(1, 1)` // is the cheapest count query — only the total comes back over // the wire, no rows. const completedRecentFilter = `(${QUOTE_TAB_STATUSES.completed .map((s) => `status = "${s}"`) .join(" || ")}) && updated >= "${completedRecentCutoff()}"`; const recentResp = await pb .collection(QUOTES_COLLECTION) .getList(1, 1, { filter: completedRecentFilter }); counts.completed_recent = recentResp.totalItems; if (includeArchivedTabs) { // "All" is the catch-all EXCLUDING templates. This matches the // page's previous behaviour (templates aren't in-flight work, // so they don't contribute to the workflow rollup). counts.all = allTotal; } else { counts.completed = 0; counts.all = 0; } cachedQuoteTabCounts.set(cacheKey, { value: counts, expiresAt: Date.now() + QUOTE_TAB_COUNTS_CACHE_TTL_MS, }); return counts; } /* ============================================================================ * Quotes archive * ---------------------------------------------------------------------------- * Read model for `/quotes/archive` — a dedicated route for historical * quotes. The "Completed" and "All" tabs on the main `/quotes` view * held 7,849 of 8,466 quotes (93%) — a "Page 1 of 392" experience * that mirrored the orders situation. Same fix as the orders archive: * move the bulk to a dedicated page, keep the main page focused on * the active workflow. * * Two views on the archive page (toggle in the header): * - "Completed" (7,849 quotes) — the historical bulk * - "All" (8,466 quotes) — everything, including the active * workflow tabs. Useful for "show me everything * ordered" reports; the user can narrow via the * active-workflow tabs on the main page. * * Strategy: same as the orders archive. Fetch the matching set * (one getFullList, dedupe in memory), chunk by 100 ids (PB's URL * cap is between 4.5-6.7 KB), fire parallel getFullList queries * with deep expand, sort + paginate in memory. * ========================================================================== */ export type QuotesArchiveView = "completed" | "all"; export interface QuotesArchiveData { items: Quote[]; totalItems: number; totalPages: number; counts: { completed: number; all: number; }; /** Echoed back so the page can render the right sub-heading. */ view: QuotesArchiveView; /** True when the search was bounded by `SEARCH_RECENT_WINDOW_DAYS`. * False when the operator explicitly opted in to the full archive. * Echoed so the page can show the right hint in the header. */ recencyLimited: boolean; /** ISO timestamp the cutoff used. Null when the search included * the full archive. */ recencyCutoff: string | null; } /** * The statuses that mark a quote as "completed" in the workflow. * Reused from `QUOTE_TAB_STATUSES.completed` so the archive's * matching set stays in lock-step with the original tab definition * — if we ever add a new "done" status, the archive picks it up * automatically. */ const COMPLETED_STATUSES = QUOTE_TAB_STATUSES.completed; /** * Every status we count for the "All" view — the union of every * tab's status list. Same as the main page's combined-counts query * (see `getQuoteStatusTabCounts` above). */ const ALL_COUNTED_STATUSES: string[] = Array.from( new Set( Object.values(QUOTE_TAB_STATUSES) .flat() .filter((s) => s.length > 0), ), ); export async function getQuotesArchiveData( params: { page?: number; perPage?: number; search?: string; sort?: string; view?: QuotesArchiveView; /** When false (default), the recent-window cutoff * (`SEARCH_RECENT_WINDOW_DAYS`) is AND'd into the filter so the * search hits the bounded recent universe. The page passes * `true` when the operator explicitly wants to search the full * archive. Default false matches the path-A scoping we apply * to the main page's search. */ includeOlder?: boolean; } = {}, pbArg?: Awaited>, ): Promise { const pb = pbArg || (await getAdminPocketBase()); pb.autoCancellation(false); const page = Math.max(1, params.page || 1); const perPage = Math.min(100, Math.max(1, params.perPage || 20)); const search = (params.search || "").trim(); const sort = params.sort || "-created"; const view: QuotesArchiveView = params.view === "all" ? "all" : "completed"; const includeOlder = params.includeOlder === true; const completedFilter = COMPLETED_STATUSES.map((s) => `status = "${s}"`).join(" || "); const allFilter = ALL_COUNTED_STATUSES.map((s) => `status = "${s}"`).join(" || "); const viewFilter = view === "completed" ? completedFilter : allFilter; // The recent-window cutoff is the Path A scoping — see // SEARCH_RECENT_WINDOW_DAYS. Only applied when the operator is // actually searching (otherwise the bare listing is the // honest, full archive view). const recencyFilter = includeOlder ? "" : `updated >= "${searchRecentCutoff()}"`; if (!search) { const expand = "customer,customer.rep,company"; const [pageResp, completedResp, allResp] = await Promise.all([ pb.collection(QUOTES_COLLECTION).getList(page, perPage, { filter: viewFilter, sort, expand, }), pb.collection(QUOTES_COLLECTION).getList(1, 1, { filter: completedFilter, }), pb.collection(QUOTES_COLLECTION).getList(1, 1, { filter: allFilter, }), ]); return { items: pageResp.items, totalItems: pageResp.totalItems, totalPages: pageResp.totalPages, counts: { completed: completedResp.totalItems, all: allResp.totalItems, }, view, recencyLimited: false, recencyCutoff: null, }; } // Step 1: fetch the FULL counted-status set (every status in any // tab) so we can report header counts for BOTH `completed` and // `all` in one walk. The matching set for the chosen view is a // subset of this data — filtering happens in memory below. // // Why not two separate queries (one per view)? Doubling the // order_items scan for what is mostly a UI label is wasteful // when the data is identical for both views. We pay one scan // and split in memory. // // When the operator is searching with the default recent-window // scoping, the recency filter rides on this query too. That // turns the unbounded "full counted-status set" into a bounded // recent set — typically 200-500 rows instead of 8.5k — which // is why the archive search stops timing out. const allItemsFilter = recencyFilter ? `(${allFilter}) && ${recencyFilter}` : allFilter; const allItems = await pb .collection(QUOTES_COLLECTION) .getFullList<{ id?: string; status?: string }>({ filter: allItemsFilter, // `id` is needed for the matching-set dedupe below. `status` // drives the per-status distinct counts. Both are small // fields so the wire payload stays tight. fields: "id,status", batch: 5000, }); // Count distinct quotes per status (header totals) and gather // the matching set. The matching set is deduped (one row per // quote — status filter is `status = X` which matches the status // column on the quote itself, not a related row). const completedIds = new Set(); const allIds = new Set(); const distinctByStatus: Record = {}; for (const item of allItems) { const id = item.id; const status = item.status; if (!id) continue; if (status && COMPLETED_STATUSES.includes(status)) { completedIds.add(id); } if (status) { allIds.add(id); distinctByStatus[status] = (distinctByStatus[status] || 0) + 1; } } // Pick the matching set based on the view. const matchingIds = view === "completed" ? [...completedIds] : [...allIds]; if (matchingIds.length === 0) { return { items: [], totalItems: 0, totalPages: 0, counts: { completed: completedIds.size, all: allIds.size, }, view, recencyLimited: !includeOlder, recencyCutoff: includeOlder ? null : searchRecentCutoff(), }; } // Step 2: fetch matching quote details. 100 ids per chunk // (PB's URL/filter cap sits between 4.5–6.7 KB; 100 ids lands // at ~4.6 KB). Fire all chunks in parallel. const expand = "customer,customer.rep,company"; const ARCHIVE_CHUNK_SIZE = 100; const chunks: string[][] = []; for (let i = 0; i < matchingIds.length; i += ARCHIVE_CHUNK_SIZE) { chunks.push(matchingIds.slice(i, i + ARCHIVE_CHUNK_SIZE)); } const candidateQuotes = ( await Promise.all( chunks.map((chunk) => { const filter = chunk .map((id) => `id = "${id.replace(/"/g, '\\"')}"`) .join(" || "); return pb.collection(QUOTES_COLLECTION).getFullList({ filter, sort, expand, }); }), ) ).flat(); // Step 3: search filter. The list view reads quote_number, // customer, company, and the rep label — so the search hits // those (and contact_name, if we ever add a contact_name field). const searchLower = search.toLowerCase(); let filtered = candidateQuotes; if (search) { filtered = candidateQuotes.filter((q) => { if ((q.quote_number || "").toLowerCase().includes(searchLower)) return true; if ((q.quote_reference || "").toLowerCase().includes(searchLower)) return true; if ((q.rfq_number || "").toLowerCase().includes(searchLower)) return true; if ((q.expand?.company?.company || "").toLowerCase().includes(searchLower)) return true; if ((q.expand?.customer?.customer || "").toLowerCase().includes(searchLower)) return true; return false; }); } // Step 4: paginate. (PB sorted each chunk by `sort`, but the // chunks were concatenated in id order, which is arbitrary. Re- // sort in memory so the page is deterministic.) const sortKey = sort.replace(/^-/, ""); const sortDir = sort.startsWith("-") ? -1 : 1; filtered.sort((a, b) => { const av = (a as unknown as Record)[sortKey]; const bv = (b as unknown as Record)[sortKey]; if (av === bv) return 0; // PB returns `null` for unset fields (e.g. `updated`, `email_body`) // and `undefined` for absent fields. Treat both as "missing" // and sink them to the end of an ascending sort, the start of // a descending sort. Avoids the `av > bv` comparison where one // side is null and TS strict mode rejects the >. if (av == null) return 1; if (bv == null) return -1; if (av > bv) return 1 * sortDir; if (av < bv) return -1 * sortDir; return 0; }); const totalItems = filtered.length; const totalPages = Math.max(1, Math.ceil(totalItems / perPage)); const start = (page - 1) * perPage; const pageQuotes = filtered.slice(start, start + perPage); return { items: pageQuotes, totalItems, totalPages, counts: { completed: completedIds.size, all: allIds.size, }, view, recencyLimited: !includeOlder, recencyCutoff: includeOlder ? null : searchRecentCutoff(), }; } export async function generateQuoteNumberServer(): Promise { const pb = await getAdminPocketBase(); const now = new Date(); const year = now.getFullYear(); const month = now.getMonth() + 1; const counter = await getOrCreateCounter(pb, year, month); const updated = await pb.collection(QUOTE_COUNTERS_COLLECTION).update(counter.id, { "last_seq+": 1, }); return formatQuoteNumber(year, month, updated.last_seq); } async function getOrCreateCounter( pb: Awaited>, year: number, month: number ) { try { return await pb .collection(QUOTE_COUNTERS_COLLECTION) .getFirstListItem(`year=${year} && month=${month}`); } catch { // First request for this month — backfill the counter from any // pre-existing quotes in that month, then create it. Without the // backfill, the new code would start at 001 and collide with // existing quotes. The `last_seq` we seed with is the max sequence // for the (year, month) pair; the next `last_seq+` increment lands // on the correct next number. The migration // `2026-07-10-restore-counters.ts` also backfills — keeping the // logic in both places is a safety belt: the migration runs once // for an admin-initiated recovery, and this self-heals in the // background if the collection is ever wiped while the service // is live. const backfill = await getMaxQuoteSequenceInMonth(pb, year, month); try { return await pb.collection(QUOTE_COUNTERS_COLLECTION).create({ year, month, last_seq: backfill, }); } catch { // Concurrent caller beat us to it — re-fetch the row they made. return await pb .collection(QUOTE_COUNTERS_COLLECTION) .getFirstListItem(`year=${year} && month=${month}`); } } } /** * Returns the highest sequence number found in `quotes.quote_number` * for the given (year, month) — or 0 if no quotes exist for that * month. Used to seed the counter when it's first created for a * (year, month) pair, so the generator continues from the existing * sequence rather than resetting to 001. * * Accepts the dashless `QYYYYMMNNN` format (current). Legacy dashed * `Q-YYYY-MM-NNN` rows are also parsed — they have a different regex * so both are handled in one pass. */ async function getMaxQuoteSequenceInMonth( pb: Awaited>, year: number, month: number ): Promise { const mm = String(month).padStart(2, "0"); const dashlessPrefix = `Q${year}${mm}`; const dashedPrefix = `Q-${year}-${mm}-`; try { const all = await pb.collection(QUOTES_COLLECTION).getFullList<{ quote_number?: string; }>({ filter: `quote_number ~ "${dashlessPrefix}" || quote_number ~ "${dashedPrefix}"`, }); let max = 0; // Two regexes — one for the no-dash format (the current contract), // one for the legacy dashed format that some old rows still carry. const reNoDash = new RegExp(`^Q${year}${mm}(\\d+)$`); const reDashed = new RegExp(`^Q-${year}-${mm}-(\\d+)$`); for (const q of all) { const num = q.quote_number || ""; const m = num.match(reNoDash) || num.match(reDashed); if (m) { const n = parseInt(m[1], 10); if (Number.isFinite(n) && n > max) max = n; } } return max; } catch { return 0; } } function formatQuoteNumber(year: number, month: number, seq: number): string { return `Q${year}${String(month).padStart(2, "0")}${String(seq).padStart(3, "0")}`; } // ────────────────────────────────────────────────────────────────────────────── // Customer matching // ────────────────────────────────────────────────────────────────────────────── /** * Finds an existing customer by exact email match, or creates a new one. * * Looks up `email`, then `alternative_email`, then `buyer_email` — case * insensitive but otherwise an exact equality match. If no match, creates a * new customer with a `description` flag marking it as auto-created from * email intake (for audit). * * Never fuzzy-merges. Two customers with the same domain are kept separate * until a human reviews them. */ export async function findOrCreateCustomer(input: { email: string; name?: string; companyHint?: string; }): Promise<{ customer: Customer; created: boolean }> { const pb = await getAdminPocketBase(); const email = (input.email || "").trim().toLowerCase(); if (!email) { throw new Error("Customer email is required for findOrCreateCustomer."); } const exact = await findCustomerByExactEmail(pb, email); if (exact) { return { customer: exact, created: false }; } const senderDomain = email.split("@")[1] || ""; const fallbackName = input.name?.trim() || senderDomain || email; // Resolve the company hint to a relation id, not a free-text name — // `customer.company` is now a PB relation (2026-06-28 schema change). // If no matching company exists, the link is left empty for the // operator to fill in via the customer form. const hintName = input.companyHint?.trim() || senderDomain; let companyId = ""; if (hintName) { const match = (await findCompanyByCaseInsensitiveExact(pb, hintName)) || (await findCompanyByNormalized(pb, hintName)); if (match) companyId = match.id; } const created = await pb.collection(CUSTOMERS_COLLECTION).create({ customer: fallbackName, email, company: companyId, dateadded: new Date().toISOString().slice(0, 10), description: "Auto-created from email intake.", }); return { customer: created as Customer, created: true }; } /** * Returns the singleton "Unknown Sender" customer used when an inbound email * has no From: header. Created on first use, reused for all subsequent * unknown-sender emails. The race-safety pattern (try-create, re-fetch on * unique-index failure) mirrors `generateQuoteNumberServer`. * * Exported (not module-private) so the ingestion service * (`quotes-from-email-service.ts`) can reuse the same sentinel without * duplicating the create-or-fetch logic. Keeping a single source of * truth here means an email with no From: header always lands on the * same row, regardless of which entry point (MCP `quotes.create_from_email` * vs. `/api/v1/quotes/from-email`) ingested it. */ export async function findOrCreateUnknownSenderCustomer( pb: Awaited> ): Promise<{ customer: Customer; created: boolean }> { const existing = await findCustomerByExactEmail(pb, UNKNOWN_SENDER_CUSTOMER_EMAIL); if (existing) { return { customer: existing, created: false }; } try { const created = await pb.collection(CUSTOMERS_COLLECTION).create({ customer: UNKNOWN_SENDER_CUSTOMER_NAME, email: UNKNOWN_SENDER_CUSTOMER_EMAIL, // Link to a literal "Unknown" company record if one exists; // otherwise leave the relation empty. The UI surfaces a warning // when this customer has no company link. company: await resolveCompanyId(pb, "Unknown"), dateadded: new Date().toISOString().slice(0, 10), description: UNKNOWN_SENDER_CUSTOMER_DESCRIPTION, }); return { customer: created as Customer, created: true }; } catch (err) { // Race: a concurrent intake created the sentinel first. Re-fetch. const refetched = await findCustomerByExactEmail(pb, UNKNOWN_SENDER_CUSTOMER_EMAIL); if (refetched) { return { customer: refetched, created: false }; } throw err; } } /** * Resolve a company name to a relation id. Empty string when no * matching company record exists. */ async function resolveCompanyId( pb: Awaited>, name: string ): Promise { const match = (await findCompanyByCaseInsensitiveExact(pb, name)) || (await findCompanyByNormalized(pb, name)); return match?.id || ""; } async function findCustomerByExactEmail( pb: Awaited>, email: string ): Promise { const esc = email.replace(/"/g, '\\"'); // Try the primary email field first, then the two alternates. Each is a // separate query — cheap because of PocketBase's text index. for (const field of ["email", "alternative_email", "buyer_email"] as const) { try { const hit = await pb.collection(CUSTOMERS_COLLECTION).getFirstListItem(`${field} = "${esc}"`); if (hit) return hit as Customer; } catch { // 404 — keep looking. } } return null; } // ────────────────────────────────────────────────────────────────────────────── // Company matching // ────────────────────────────────────────────────────────────────────────────── /** * Finds an existing company by normalized name, or creates a new one. * * Two-step match: * 1. Case-insensitive exact match on `company` field. * 2. Normalized match (lowercase, trim, strip common suffixes) on `company`. * * If neither matches, creates a new record. Never fuzzy-merges. */ export async function findOrCreateCompany(input: { name?: string; address?: string; }): Promise<{ company: Company | null; created: boolean }> { const pb = await getAdminPocketBase(); const name = (input.name || "").trim(); if (!name) { return { company: null, created: false }; } const exactHit = await findCompanyByCaseInsensitiveExact(pb, name); if (exactHit) return { company: exactHit, created: false }; const normalizedHit = await findCompanyByNormalized(pb, name); if (normalizedHit) return { company: normalizedHit, created: false }; const created = await pb.collection(COMPANIES_COLLECTION).create({ company: name, address: input.address || "", vendor: "", }); return { company: created as Company, created: true }; } async function findCompanyByCaseInsensitiveExact( pb: Awaited>, name: string ): Promise { try { const hit = await pb .collection(COMPANIES_COLLECTION) .getFirstListItem(`company = "${name.replace(/"/g, '\\"')}"`); return hit as Company; } catch { return null; } } async function findCompanyByNormalized( pb: Awaited>, name: string ): Promise { const normalized = normalizeCompanyName(name); if (!normalized) return null; const all = await pb.collection(COMPANIES_COLLECTION).getFullList({ fields: "id,company" }); for (const c of all) { if (normalizeCompanyName(c.company) === normalized) { return c; } } return null; } /** * Normalizes a company name for comparison: lowercase, trim, collapse spaces, * strip common legal suffixes, strip trailing punctuation. Intentionally * conservative — only strips things that are unambiguously noise. */ export function normalizeCompanyName(input: string): string { return (input || "") .toLowerCase() .replace(/\s+/g, " ") .replace(/[.,]+$/g, "") .replace( /\b(pty ltd|proprietary limited|ltd|limited|inc|incorporated|llc|corp|corporation|holdings|group|co\.?za|company)\b\.?/gi, "" ) .replace(/\s+/g, " ") .trim(); } // ────────────────────────────────────────────────────────────────────────────── // Quote creation from email // ────────────────────────────────────────────────────────────────────────────── /** * Creates a Quote (and customer, company, items, attachments) from a parsed * email payload. Idempotent on `message_id`. * * The human-opt-in pattern: AI-extracted items are created with * `included_in_quote = false` and all prices zero. A human must review and * opt each line in via the existing quote processing UI. We never fabricate * cost or selling prices. */ export async function createQuoteFromEmail( payload: EmailIntakePayload ): Promise { // The n8n Parse Email node stamps `(no subject)` / `(no body)` placeholders // when an inbound email is missing those headers (a malformed / RFC 5321- // violating send). We accept whatever string the caller sends, including // the placeholder, rather than 500ing — the office can then see the // placeholder quote in the queue and triage manually. The type contract // still says `subject: string`, and the n8n side is now contractually // obligated to always send a non-empty string. // Some senders (notably iCloud/Mail.app) strip the RFC 5322 Message-ID // header. We still need a stable dedup key, so synthesize one from the // real email identity. The `synth-` prefix and `@wfdash.local` suffix // make it visually obvious in PocketBase that this isn't a real header. const effectiveMessageId = payload.message_id?.trim() || synthesizeMessageId(payload); // Some senders also strip the From: header entirely. PB enforces // `required=true` on `quotes.customer`, so an empty `from_email` cannot // be passed through as `null`. We compute a single `fromEmail` value and // fall back to a sentinel "Unknown Sender" customer at the resolution // step below. The `email_sender` field on the quote stores the literal // empty string, not a placeholder — the sentinel is only used for the // relation. const fromEmail = (payload.from_email || "").trim().toLowerCase(); const pb = await getAdminPocketBase(); // ── 1. Idempotency: if we already have a quote for this Message-ID, return it. const existing = await findQuoteByMessageId(pb, effectiveMessageId); if (existing) { const existingItems = await pb .collection(QUOTE_ITEMS_COLLECTION) .getFullList({ filter: `quote = "${existing.id}"` }); const attsCount = await countQuoteAttachments(pb, existing.id); const customer = existing.customer ? ((await pb.collection(CUSTOMERS_COLLECTION).getOne(existing.customer)) as Customer) : null; const company = existing.company ? ((await pb.collection(COMPANIES_COLLECTION).getOne(existing.company)) as Company) : null; return { quote: existing, customer: customer as Customer, company: company as Company | null, items: existingItems, items_count: existingItems.length, attachments: attsCount, deduped: true, quote_number: existing.quote_number, }; } // ── 2. Resolve or create the customer. Empty from_email → sentinel. const { customer } = fromEmail ? await findOrCreateCustomer({ email: fromEmail, name: payload.from_name, companyHint: payload.company_hint, }) : await findOrCreateUnknownSenderCustomer(pb); // ── 3. Resolve or create the company. Only the AI's `company_hint` is // trusted — the subject is never a fallback, because unparseable emails // would otherwise create junk `companies` rows. The quoter picks the // company in the form when the AI couldn't find one. const { company } = await findOrCreateCompany({ name: payload.company_hint, }); // ── 4. Generate a quote number. const quoteNumber = await generateQuoteNumberServer(); // ── 5. Create the quote. // // Default `validity_days` to `QUOTE_VALID_DAYS` (30) explicitly: // PocketBase returns `0` for unset number fields, and the PDF // formatter's `??` falls through on `0` — so every quote created // before this fix landed shipped with a "Valid until: today" // expiry. Writing the default here keeps new quotes consistent // regardless of any old data. Legacy rows with `0` are patched by // the one-time backfill in `scripts/migrations/...`. const quote = await pb.collection(QUOTES_COLLECTION).create({ quote_number: quoteNumber, customer: customer.id, company: company?.id || null, description: payload.subject, status: "new", notes: "", validity_days: QUOTE_VALID_DAYS, email_sender: fromEmail, email_subject: payload.subject, email_body: payload.body_plain || payload.body_html || "", has_attachments: (payload.attachments?.length ?? 0) > 0, email_message_id: effectiveMessageId, company_letterhead: "CNL", }); // ── 6. Pre-populate quote items from the AI extraction. Human opt-in only. // We collect the created rows so the caller can see what was actually // written (the agent previously saw only a count and assumed nothing // was created; see gap analysis 2026-08-05). const items = (payload.extracted_items || []).filter((i) => (i.description || "").trim()); const createdItems: QuoteItem[] = []; for (const item of items) { const created = await pb.collection(QUOTE_ITEMS_COLLECTION).create({ quote: quote.id, description: item.description, quote_number: quoteNumber, quantity: Number.isFinite(item.quantity) && (item.quantity as number) > 0 ? item.quantity : 1, unit: typeof item.unit === "string" ? item.unit : "", cost_price: 0, selling_price: 0, markup: 0, notes: item.notes || "", is_processed: false, }); createdItems.push(created as QuoteItem); } // ── 7. Attachments are uploaded in a follow-up step, NOT here. // // The previous design embedded all attachments in the single // `quotes.create_from_email` POST as base64 in the JSON body. A single // 5 MB PDF became ~6.7 MB of base64 in one HTTP request, which the // Next.js route handler rejected at its default 1 MB body limit, so // the whole create call failed and no quote row was written. // // The n8n pipeline now calls `quotes.create_from_email` (which creates // the quote row + items) and then loops over the attachments, calling // `attachments.upload_for_quote` once per file with a small per-call // body. Failures are isolated per attachment and don't roll back the // quote. // // We deliberately accept `attachments` in the payload for back-compat // with any caller that still sends them, but we no longer act on them // here. The result's `attachments` count is always 0 from this path. return { quote: quote as Quote, customer, company: company ?? null, items: createdItems, items_count: createdItems.length, attachments: 0, deduped: false, quote_number: quoteNumber, }; } async function uploadQuoteAttachment( pb: Awaited>, input: { quoteId: string; filename: string; contentType?: string; size?: number; base64: string; messageId: string; } ): Promise> { const buffer = Buffer.from(input.base64, "base64"); const file = new File([buffer], input.filename, { type: input.contentType || "application/octet-stream", }); // The `quote_attachments.uploaded_at` date field is declared as // onCreate-auto in `docs/pocketbase/quote_attachments.collection.json`, // but the live PB collection in production (set up before the docs // schema was finalised) doesn't carry that auto-fill behaviour, and // PB rejects the create with `validation_required` if we don't send a // value. We send `new Date().toISO()` so the field is populated for // both schemas; PB ignores it on the doc schema and stores it on the // live one. Cheap and forward-compatible. const created = await pb.collection(QUOTE_ATTACHMENTS_COLLECTION).create({ quote: input.quoteId, filename: input.filename, file, content_type: input.contentType || "application/octet-stream", size_bytes: input.size ?? buffer.length, email_message_id: input.messageId, kind: classifyAttachment(input.contentType, input.filename), uploaded_at: new Date().toISOString(), }); // Flip the parent quote's `has_attachments` flag so the office sees // the "📎" badge on the quote list. We update unconditionally rather // than reading first — `has_attachments` is a bool column, so // setting it to `true` on every call is idempotent and avoids a // round-trip per attachment. try { await pb.collection("quotes").update(input.quoteId, { has_attachments: true }); } catch (e) { // Non-fatal: the attachment row is the source of truth, and the // flag will get re-synced on the next upload. Log but don't throw. console.warn( `[uploadQuoteAttachment] failed to set has_attachments=true on quote ${input.quoteId}:`, (e as Error)?.message || e ); } return created as Record; } /** * Public entry point used by the `attachments.upload_for_quote` MCP tool. * Uploads a single attachment to the `quote_attachments` collection, linked * to an existing quote. The caller (n8n) is expected to call this once per * attachment after `quotes.create_from_email` returns the new quote id. * * Errors propagate (the MCP tool surfaces them) so the office sees which * files didn't make it. A failed attachment does NOT roll back the quote — * the quote is more valuable than a single bad file, and a quoter can * always re-upload the missing file via a future API. */ export async function uploadAttachmentForQuote(input: { quoteId: string; filename: string; contentType?: string; size?: number; base64: string; messageId?: string; }): Promise> { if (!input.quoteId) throw new Error("quoteId is required."); if (!input.filename) throw new Error("filename is required."); if (!input.base64) throw new Error("base64 is required."); const pb = await getAdminPocketBase(); return uploadQuoteAttachment(pb, { quoteId: input.quoteId, filename: input.filename, contentType: input.contentType, size: input.size, base64: input.base64, messageId: input.messageId || "", }); } function classifyAttachment(contentType: string | undefined, filename: string): string { const ct = (contentType || "").toLowerCase(); const fn = (filename || "").toLowerCase(); if (ct === "application/pdf" || fn.endsWith(".pdf")) return "pdf"; if (ct.startsWith("image/") || /\.(png|jpe?g|gif|webp|bmp)$/.test(fn)) return "image"; if ( ct.includes("officedocument") || ct.includes("msword") || ct.includes("ms-excel") || /\.(docx?|xlsx?)$/.test(fn) ) { return "doc"; } return "other"; } /** * Cheap `totalItems` lookup against `quote_attachments` for the given * quote. Exported so the ingestion service can report the current * attachment count on a dedup re-ingest (callers that follow up with * `attachments.upload_for_quote` see the count tick up correctly). */ export async function countQuoteAttachments( pb: Awaited>, quoteId: string ): Promise { const list = await pb.collection(QUOTE_ATTACHMENTS_COLLECTION).getList(1, 1, { filter: `quote = "${quoteId}"`, }); return list.totalItems; } // ────────────────────────────────────────────────────────────────────────────── // Reply handling // ────────────────────────────────────────────────────────────────────────────── /** * Appends a reply to an existing quote. Match priority: * 1. `In-Reply-To` header → look up `quotes.email_message_id` * 2. `QYYYYMMNNN` extracted from subject → look up `quotes.quote_number` * 3. Otherwise returns `{ matched_by: 'none' }` so the caller can move the * email to the Unmatched folder. * * The reply is stored as a `quote_replies` row. We never mutate * `quotes.notes` — the human-readable thread is joined at render time. */ export async function appendReplyToQuote( payload: EmailReplyPayload ): Promise { const pb = await getAdminPocketBase(); const receivedAt = payload.received_at ? new Date(payload.received_at) : new Date(); const { quote, matched_by } = await resolveReplyTarget(pb, payload); if (!quote) { return { quote: null, reply: null, matched_by: "none" }; } const reply = await pb.collection(QUOTE_REPLIES_COLLECTION).create({ quote: quote.id, from_email: payload.from_email, from_name: payload.from_name || "", subject: payload.subject, body_plain: payload.body_plain || "", body_html: payload.body_html || "", received_at: receivedAt.toISOString(), email_message_id: payload.message_id || "", in_reply_to: payload.in_reply_to || "", quoted_text: payload.quoted_text || "", }); await pb.collection(QUOTES_COLLECTION).update(quote.id, { has_new_reply: true, last_reply_at: receivedAt.toISOString(), }); return { quote: quote as Quote, reply, matched_by }; } async function resolveReplyTarget( pb: Awaited>, payload: EmailReplyPayload ): Promise<{ quote: Quote | null; matched_by: AppendReplyResult["matched_by"] }> { if (payload.in_reply_to) { const q = await findQuoteByMessageId(pb, payload.in_reply_to); if (q) return { quote: q, matched_by: "in_reply_to" }; } const quoteNumber = extractQuoteNumberFromSubject(payload.subject); if (quoteNumber) { try { const q = await pb .collection(QUOTES_COLLECTION) .getFirstListItem(`quote_number = "${quoteNumber}"`); return { quote: q as Quote, matched_by: "subject" }; } catch { // fall through } } return { quote: null, matched_by: "none" }; } export function extractQuoteNumberFromSubject(subject: string): string | null { const m = (subject || "").match(QUOTE_NUMBER_REGEX); if (!m) return null; // Return the full matched number string as-is (preserves whatever // format the sender typed — dashed or dashless — so the exact-match // lookup against quotes.quote_number resolves for both old and new // quotes). return m[1]; } // ────────────────────────────────────────────────────────────────────────────── // Lookups // ────────────────────────────────────────────────────────────────────────────── /** * Looks up a quote by the inbound email's `Message-ID` header. Returns null * if no quote matches. Indexed by `quotes.email_message_id`. */ export async function findQuoteByMessageId( pbArg?: Awaited>, messageId?: string ): Promise; export async function findQuoteByMessageId(messageId: string): Promise; export async function findQuoteByMessageId( pbOrMessageId?: Awaited> | string, maybeMessageId?: string ): Promise { let pb: Awaited>; let messageId: string; if (typeof pbOrMessageId === "string") { pb = await getAdminPocketBase(); messageId = pbOrMessageId; } else { pb = pbOrMessageId || (await getAdminPocketBase()); messageId = maybeMessageId || ""; } if (!messageId) return null; const esc = messageId.replace(/"/g, '\\"'); try { const hit = await pb .collection(QUOTES_COLLECTION) .getFirstListItem(`email_message_id = "${esc}"`); return hit as Quote; } catch { return null; } } // ────────────────────────────────────────────────────────────────────────────── // Message-ID synthesis (fallback when the inbound email has no header) // ────────────────────────────────────────────────────────────────────────────── /** * Builds a stable, deterministic Message-ID for an email that arrived without * one. The hash is over `from_email + subject + received_at` so the same * email processed twice dedups to the same id. The `synth-` prefix and * `@wfdash.local` suffix make it visually obvious in PocketBase that this * isn't a real RFC 5322 Message-ID. * * Collisions are not a correctness concern: two real emails with identical * sender + subject + received_at are the same email. The hash is FNV-1a 32-bit * which is overkill for this input space but cheap and stable across runs. */ export function synthesizeMessageId(payload: { from_email: string; subject: string; received_at?: string; }): string { const input = `${payload.from_email}|${payload.subject}|${payload.received_at ?? ""}`; let hash = 0x811c9dc5; for (let i = 0; i < input.length; i++) { hash ^= input.charCodeAt(i); hash = Math.imul(hash, 0x01000193); } return `synth-${(hash >>> 0).toString(16).padStart(8, "0")}@wfdash.local`; } // ────────────────────────────────────────────────────────────────────────────── // Outbound send-email pipeline // ────────────────────────────────────────────────────────────────────────────── /** * Customer IDs / names that mean "the email intake parked the quote * here because the inbound email was missing From: or the operator * hasn't picked a real one yet." Sending to these is a data leak. * * The actual sets live in `@/lib/placeholder-customers` so the * picker, the PDF guard, and this service-layer validation can't * drift. We re-import the sets at the top of the file; the comment * stays here so anyone grepping for "placeholder customer" lands on * the right place. */ /** * Loose RFC 5322-ish check. We don't try to be exhaustive — we just * want to catch obvious typos ("foo@" or "foo,bar") before n8n has to * bounce off SMTP. Real validation happens at SMTP time. */ const EMAIL_RE = /^[^\s@]+@[^\s@]+\.[^\s@]+$/; function looksLikeEmail(s: string): boolean { return EMAIL_RE.test((s || "").trim()); } /** * Statuses where the operator is allowed to trigger a new send. We * explicitly disallow `sending` (already in flight), `emailed` * (already done), and the various terminal statuses (`complete`, * `cancelled`, `rejected`). * * `partial_approved` was added 2026-07-24 alongside the partial- * approval flow. The rep approves a partial quote → status flips to * `partial_approved` → they retry the email send if the first one * failed. The same retry semantics as `mail_failed` apply. */ const RESENDABLE_STATUSES = new Set([ "approval_pending", "partial_approval_pending", "approved", "partial_approved", "mail_failed", ]); export interface SendQuoteEmailPayload { /** Optional override for the primary To: address. Falls back to * customer.email → customer.alternative_email → quote.email_sender. */ to?: string; /** Comma-separated. Defaults to "" (no cc). */ cc?: string; /** Comma-separated. Defaults to "" (no bcc). */ bcc?: string; /** Defaults to the quote's stored `email_subject` if set, else a * templated "Quote {number} — …" fallback. */ subject?: string; /** Defaults to the quote's stored `email_body` if set, else empty. */ message?: string; /** Per-modal checkbox: include the per-letterhead supplier authorization letter. */ attachAuthLetters: boolean; /** * IDs of `quote_attachments` rows to include in the outbound email. * The PDF is always included separately (auto-located by kind="pdf" * at send time). IDs that don't belong to this quote are silently * filtered out so a tampered client can't smuggle in attachments * from another quote. */ selectedAttachmentIds: string[]; } export interface SendQuoteEmailFailure { code: | "placeholder_customer" | "no_recipient" | "invalid_recipient" | "no_pdf" | "no_items" | "items_not_ready" | "invalid_status" | "quote_not_found"; message: string; /** Populated when the failure was caused by a PDF that can't be * rendered (code `placeholder_customer`, `no_items`, or * `items_not_ready`). Lists every line that blocked the render * with the missing fields, so the agent can present the gap back * to the operator verbatim instead of the operator having to dig * through the quote line by line. * * Same shape as the `details.issues` array from * `POST /api/v1/quotes/[id]/pdf` — one source of truth so the UI * and the agent render the same list. */ details?: { customerId?: string; customerName?: string; itemIds?: string[]; issues?: Array<{ itemId: string; description: string; missing: string[]; }>; }; } export interface SendQuoteEmailResult { quote: Quote; /** Null on success; populated when pre-send validation rejected the send. */ failure: SendQuoteEmailFailure | null; } /** * Pre-send validation + status transition for the outbound email. * * The actual SMTP send happens in n8n (the `Quote Outbound Send` * workflow), triggered by a PB hook on `status = "sending"`. This * service is the synchronous front-door: * * 1. Validate recipients, customer, status, and PDF. * 2. If validation fails, flip status to `mail_failed` + write * `email_error` synchronously and return `{ failure }`. Don't * bother n8n — there's nothing to send. * 3. If validation passes, flip status to `sending`, persist the * operator's composition choices (CC/BCC/Subject/Message/ * selectedAttachmentIds/attachAuthLetters), stamp * `sending_started_at`, and clear `email_error`. n8n picks up * the change via PB hook and runs the SMTP send. * * We deliberately write `email_outbound_attachment_ids` here (not in * n8n) so the retry flow sends the SAME attachments the operator * chose the first time, not whatever happens to be attached at * retry time. Without this, a check-then-uncheck between send and * retry could cause the customer to receive a different attachment * set on retry than on the original attempt. * * `email_outbound_message_id` is NOT written here — n8n generates * it at SMTP-time and writes it on success/failure. This keeps the * RFC 5322 Message-ID guarantee (must be unique per message) in the * sender's hands. */ /** * Diagnose why a quote's PDF can't be generated. Used by * `sendQuoteEmail` when there's no PDF yet — surfaces the same gates * the render route runs (placeholder customer, no items, * items_not_ready) so the agent can present the gaps to the operator * verbatim instead of the operator having to dig through each line. * * Returns a `SendQuoteEmailFailure` shape (NOT thrown) so the caller * can pipe it straight into `markPreSendFailure`. The `details.issues` * array uses the same per-line shape as `pdf/route.ts`'s * `ValidationErrorBody.details.issues` — one source of truth so the * UI's "missing fields" badges and the agent's "these N items are * missing X" prompt render the same list. * * Why this is here and not in pdf/route.ts: the render route is * request-scoped (POST handler); this helper is service-scoped and * runs against an already-loaded quote row. No HTTP fetch loop. */ async function diagnosePdfReadiness( pb: Awaited>, quoteId: string, quote: Quote, ): Promise { // 1. Customer gate. Same logic as pdf/route.ts — placeholder id / // placeholder name / missing email all block the render. let customer: Customer | undefined; if (quote.expand?.customer) { customer = quote.expand.customer as Customer; } else { try { customer = await pb .collection(CUSTOMERS_COLLECTION) .getOne(quote.customer); } catch { // No customer row — treat as placeholder. } } if ( !customer || PLACEHOLDER_CUSTOMER_IDS.has(customer.id) || PLACEHOLDER_CUSTOMER_NAMES.has((customer.customer || "").trim()) || !customer.email ) { return { code: "placeholder_customer", message: "This quote is still pointed at a placeholder / unnamed customer. Pick the real customer on the process page before sending.", details: { customerId: customer?.id, customerName: customer?.customer || "(blank)", }, }; } // 2. Items gate. Same "is the line ready to quote?" check pdf/route.ts // runs: is_processed, supplier, cost_price > 0, selling_price > 0. // Lines already moved to a continuation are excluded — those are // no longer "this quote's items". const allItems = await pb .collection(QUOTE_ITEMS_COLLECTION) .getFullList({ filter: `quote = "${quoteId}" && (moved_to_quote = null || moved_to_quote = "")`, sort: "created", }); if (allItems.length === 0) { return { code: "no_items", message: "This quote has no items yet. Add line items on the quote detail page first.", details: { itemIds: [], issues: [], }, }; } const issues: Array<{ itemId: string; description: string; missing: string[]; }> = []; for (const it of allItems) { const missing: string[] = []; if (!it.is_processed) missing.push("not processed"); if (!it.supplier) missing.push("no supplier"); if (!(Number(it.cost_price) > 0)) missing.push("cost price"); if (!(Number(it.selling_price) > 0)) missing.push("selling price"); if (missing.length > 0) { issues.push({ itemId: String(it.id), description: it.description || "(no description)", missing, }); } } if (issues.length > 0) { return { code: "items_not_ready", message: `Cannot generate PDF: ${issues.length} item(s) are missing required fields. Price and supplier every line first.`, details: { itemIds: issues.map((i) => i.itemId), issues, }, }; } // No PDF and no detected reason — fall back to the opaque `no_pdf` // so the agent has something to report. In practice one of the // three gates above always fires first. return { code: "no_pdf", message: "No PDF generated for this quote yet. Generate the PDF before sending.", }; } export async function sendQuoteEmail( quoteId: string, payload: SendQuoteEmailPayload ): Promise { const pb = await getAdminPocketBase(); // ── 1. Load quote + customer let quote: Quote; try { quote = await pb.collection(QUOTES_COLLECTION).getOne(quoteId); } catch { return { quote: null as unknown as Quote, failure: { code: "quote_not_found", message: "Quote does not exist." }, }; } // Load the customer separately (the getOne above doesn't expand). const customer = quote.customer ? ((await pb.collection(CUSTOMERS_COLLECTION).getOne(quote.customer)) as Customer) : null; // ── 2. Validate status ──────────────────────────────────────── // Two paths to a valid "ready to send" state: // a) Regular quote — must be in RESENDABLE_STATUSES // (approval_pending / approved / mail_failed). The // operator runs the full claim → process → submit for // approval → approve → send pipeline. // b) Delivery-note quote — skips the approval queue. The // office claims, prices, and sends. So we accept any // pre-send DN status here: `delivery_note` (just created // and not yet claimed), `claimed` (operator claimed but // hasn't priced), `processed` (priced, ready to send). // We also still allow the regular RESENDABLE_STATUSES // so retries from `mail_failed` keep working. // // The status flip downstream (step 8) goes straight to // `sending` — we don't pass through `approval_pending` or // `approved` for DN quotes, because the items are already // with the customer and the operator has already verified // them on the delivery note. const isDeliveryNoteQuote = !!quote.delivery_note; const dnResendableStatuses = new Set([ "delivery_note", "claimed", "processed", ]); const allowedStatuses = isDeliveryNoteQuote ? new Set([...RESENDABLE_STATUSES, ...dnResendableStatuses]) : RESENDABLE_STATUSES; if (!allowedStatuses.has(quote.status)) { return markPreSendFailure(pb, quote, { code: "invalid_status", message: `Cannot send from status "${quote.status}". Allowed: ${[...allowedStatuses].join(", ")}.`, }); } // ── 3. Validate customer is real (not a sentinel). Split into // two distinct failure modes so the UI can be precise: // - placeholder_customer: customer is the Unknown Sender // sentinel or one of the other placeholder rows. The // operator must pick a real customer before sending. // - no_recipient: customer is real but has no email // address (primary + alternative both empty). Fix is // to add an email to the customer record. if ( !customer || PLACEHOLDER_CUSTOMER_IDS.has(customer.id) || PLACEHOLDER_CUSTOMER_NAMES.has((customer.customer || "").trim()) ) { return markPreSendFailure(pb, quote, { code: "placeholder_customer", message: "Quote is still pointed at a placeholder / unnamed customer. Pick the real customer before sending.", }); } // ── 4. Validate recipient email(s). The operator may override `to`, // but we always require *some* valid address. Walk four sources // in order so walk-in quotes (no customer.email set) still go // out via quote.email_sender (the inbound from: address stashed // at ingestion time). const sources: string[] = [ payload.to || "", customer.email || "", customer.alternative_email || "", quote.email_sender || "", ]; const toAddress = sources .map((s) => s.trim()) .find((s) => looksLikeEmail(s)) || ""; if (!toAddress) { return markPreSendFailure(pb, quote, { code: "no_recipient", message: "No valid recipient email on this quote (payload.to, customer.email, customer.alternative_email, and quote.email_sender are all empty or invalid).", }); } // ── 5. Validate CC / BCC entries (loose check; SMTP will reject // truly malformed addresses) for (const list of [payload.cc, payload.bcc]) { for (const raw of (list || "").split(",")) { const v = raw.trim(); if (v && !looksLikeEmail(v)) { return markPreSendFailure(pb, quote, { code: "invalid_recipient", message: `"${v}" doesn't look like an email address.`, }); } } } // ── 6. Validate PDF exists (most recent kind=pdf attachment). The // outbound send includes the PDF as the first attachment; no // PDF = nothing useful to send. // // Closed 2026-08-15: the previous path bailed with a bare // "no_pdf" message and the agent had no way to tell the // operator what was actually missing. We now run the same // readiness check that the PDF render route does // (placeholder customer, no items, items_not_ready) and // surface the per-line `missing` lists back to the agent, // which can present them to the operator verbatim. The // operator decides whether to fix the gaps or render the // PDF themselves; the server doesn't auto-render — Dave // explicitly opted out of that on 2026-08-15 (don't send // partial / stale data without operator eyes on it). const pdfs = await pb .collection(QUOTE_ATTACHMENTS_COLLECTION) .getList(1, 1, { filter: `quote = "${quoteId}" && kind = "pdf"`, sort: "-uploaded_at", }); if (pdfs.items.length === 0) { const readiness = await diagnosePdfReadiness(pb, quoteId, quote); return markPreSendFailure(pb, quote, readiness); } // ── 7. Filter selectedAttachmentIds to only those that actually // belong to this quote. Tampered clients can't smuggle in // attachments from other quotes. const requestedIds = Array.from(new Set(payload.selectedAttachmentIds || [])); let validIds: string[] = []; if (requestedIds.length > 0) { const quotedAtts = await pb .collection(QUOTE_ATTACHMENTS_COLLECTION) .getFullList({ filter: `quote = "${quoteId}"`, fields: "id", }); const ownIds = new Set(quotedAtts.map((a) => ({ id: (a as { id: string }).id })).map((x) => x.id)); validIds = requestedIds.filter((id) => ownIds.has(id)); } // ── 8. Flip status to `sending` + persist composition. One PATCH // so the audit trail stays atomic. const updated = (await pb.collection(QUOTES_COLLECTION).update(quoteId, { status: "sending", sending_started_at: new Date().toISOString(), email_error: "", email_outbound_attachment_ids: JSON.stringify(validIds), // Persist operator's last-used composition so reopening the // modal shows what was sent. email_cc: payload.cc || "", email_bcc: payload.bcc || "", email_subject_outbound: payload.subject || "", email_message: payload.message || "", attach_auth_letters: !!payload.attachAuthLetters, })) as Quote; return { quote: updated, failure: null }; } /** * Retry an outbound send after a `mail_failed`. Same validation as * `sendQuoteEmail` but without re-reading the modal payload — we * reuse whatever composition the operator submitted last time * (already persisted on the quote row). * * Status guard: only `mail_failed` can be retried; everything else * is either a no-op (`emailed`, `sending`) or a different transition * (`approved` → use `sendQuoteEmail` to flip and send). */ export async function retryQuoteEmail(quoteId: string): Promise { const pb = await getAdminPocketBase(); let quote: Quote; try { quote = await pb.collection(QUOTES_COLLECTION).getOne(quoteId); } catch { return { quote: null as unknown as Quote, failure: { code: "quote_not_found", message: "Quote does not exist." }, }; } if (quote.status !== "mail_failed") { return markPreSendFailure(pb, quote, { code: "invalid_status", message: `Cannot retry from status "${quote.status}". Only mail_failed quotes can be retried.`, }); } const updated = (await pb.collection(QUOTES_COLLECTION).update(quoteId, { status: "sending", sending_started_at: new Date().toISOString(), email_error: "", email_failed_at: "", })) as Quote; return { quote: updated, failure: null }; } /** * Synchronously flip a quote to `mail_failed` and write the failure * reason. Used by `sendQuoteEmail` when pre-send validation rejects * the send — we never reach n8n in this path, so the failure has * to be recorded by us. * * Returns a `SendQuoteEmailResult` shaped exactly like the success * path so the API route doesn't have to branch. */ async function markPreSendFailure( pb: Awaited>, quote: Quote, failure: SendQuoteEmailFailure ): Promise { const updated = (await pb.collection(QUOTES_COLLECTION).update(quote.id, { status: "mail_failed", email_error: `[pre-send] ${failure.message}`, email_failed_at: new Date().toISOString(), })) as Quote; return { quote: updated, failure }; } /** * Records the *outcome* of an SMTP send attempt. Called by the n8n * `Quote Outbound Send` workflow (or any other worker that's been * handed the send). * * `outcome = "success"` flips to `emailed` + stamps delivery fields. * `outcome = "failure"` flips to `mail_failed` + stamps error. * * This is intentionally separate from `sendQuoteEmail` so the n8n * path doesn't have to replay validation — by the time n8n runs, * pre-send checks already passed. */ export interface RecordSendOutcomeInput { quoteId: string; outcome: "success" | "failure"; /** SMTP-issued Message-ID. Stored on success AND failure (so failures are traceable in mail logs). */ messageId?: string; /** Failure reason (SMTP response text). Required when outcome = "failure". */ errorMessage?: string; } export async function recordSendOutcome( input: RecordSendOutcomeInput ): Promise { const pb = await getAdminPocketBase(); if (input.outcome === "success") { const patch: Record = { status: "emailed", email_delivered: true, email_delivered_at: new Date().toISOString(), sending_started_at: "", email_error: "", email_failed_at: "", }; if (input.messageId) patch.email_outbound_message_id = input.messageId; return (await pb.collection(QUOTES_COLLECTION).update(input.quoteId, patch)) as Quote; } // outcome = "failure" const reason = (input.errorMessage || "Unknown SMTP failure").slice(0, 4900); const patch: Record = { status: "mail_failed", email_failed_at: new Date().toISOString(), email_error: `[smtp] ${reason}`, sending_started_at: "", }; if (input.messageId) patch.email_outbound_message_id = input.messageId; return (await pb.collection(QUOTES_COLLECTION).update(input.quoteId, patch)) as Quote; } // ────────────────────────────────────────────────────────────────────────────── // Partial-approval split — created 2026-07-24 // ────────────────────────────────────────────────────────────────────────────── /** * Result of `splitQuoteForContinuation`. The caller (the /split * route) returns this to the UI, which surfaces a toast and * optionally links to the new quote. */ export interface SplitResult { /** The newly-created continuation quote. */ continuation: Quote; /** How many items were moved from the parent to the continuation. */ itemsMoved: number; /** How many items stayed on the parent (priced + approved_in_batch). */ itemsKept: number; } /** * Create a continuation quote from a partial-approved parent. * * The parent is sealed (status: `partial_approved`, no new items can * be added). The continuation inherits the parent's customer / rep / * company / RFQ / notes / description, gets a fresh `quote_number` * via `generateQuoteNumberServer()`, and starts at `status = "new"` * with `parent_quote` pointing back at the parent. * * Items on the parent that are NOT yet priced (`is_processed = false`, * `moved_to_quote = null`) are cloned to the continuation. Items that * ARE priced (`is_processed = true`) stay on the parent — they're * the ones the rep just approved and emailed. * * Items moved off the parent get PATCHed with * `moved_to_quote = ` so the UI can hide them from * the parent's "active items" list while preserving them in the DB * for audit. They are NOT deleted — the user's hard rule is * "PATCH over DELETE wherever possible". * * The continuation's items get `is_processed = false` and * `moved_to_quote = null` (clones — not a record of having been * moved). They show up on /sprint the next time the operator * opens it. * * Edge cases: * - Parent has no unpriced items: returns `{ continuation: parent, itemsMoved: 0 }`. * We DO NOT create an empty quote — the split is a no-op. Caller * should treat this as a successful "nothing to do" and skip the * toast. * - Parent already has a `parent_quote` set (i.e. is itself a * continuation): we still allow the split. The chain is * flat (Q-1 → Q-2 → Q-3) rather than nested. */ export async function splitQuoteForContinuation( parentId: string ): Promise { const pb = await getAdminPocketBase(); const parent = await pb.collection(QUOTES_COLLECTION).getOne(parentId); // Pull all items on the parent. We want the unpriced ones (the // priced ones already belong to the partial-approved batch). The // `moved_to_quote` filter excludes items already moved by a prior // split — defends against double-clicks. const allItems = await pb .collection(QUOTE_ITEMS_COLLECTION) .getFullList({ filter: `quote = "${parentId}" && (moved_to_quote = null || moved_to_quote = "")`, }); const toMove = allItems.filter( (it) => !it.is_processed || it.approved_in_batch !== true ); // Priced + approved_in_batch=true items stay on the parent. // Everything else (unpriced, or priced-but-not-yet-approved in a // prior split) moves. const keep = allItems.filter( (it) => it.is_processed && it.approved_in_batch === true ); if (toMove.length === 0) { // Nothing to do — return the parent as the "continuation" with // an itemsMoved=0 signal. Caller can no-op on this. return { continuation: parent, itemsMoved: 0, itemsKept: keep.length }; } // Create the continuation quote. Carry over the customer/company // identity, the RFQ number (so the customer sees continuity), and // the description / notes. Reset status, dates, and the per-quote // workflow flags. const newQuoteNumber = await generateQuoteNumberServer(); const now = new Date().toISOString(); const continuation = (await pb.collection(QUOTES_COLLECTION).create({ quote_number: newQuoteNumber, status: "new", is_template: false, quote_date: now, customer: parent.customer || null, company: parent.company || null, company_letterhead: parent.company_letterhead || "", description: parent.description || "", notes: parent.notes || "", markup: parent.markup ?? null, external_number: parent.external_number || "", rfq_number: parent.rfq_number || "", quote_reference: parent.quote_reference || "", parent_quote: parent.id, validity_days: parent.validity_days ?? null, })) as Quote; // Clone each "to move" item to the continuation. The clones get // is_processed=false, approved_in_batch=false, moved_to_quote=null. for (const it of toMove) { const clone: Record = { quote: continuation.id, description: it.description, quantity: it.quantity, quote_number: newQuoteNumber, quote_reference: it.quote_reference, notes: it.notes, // Reset workflow flags is_processed: false, approved_in_batch: false, moved_to_quote: null, }; if (it.supplier) clone.supplier = it.supplier; await pb.collection(QUOTE_ITEMS_COLLECTION).create(clone); } // Mark the moved items on the parent as moved. They stay in PB // for audit but are hidden from the parent's "active" item list // (filter: moved_to_quote = null). The pricing_notes field gets // a breadcrumb so anyone reading the row knows where it went. for (const it of toMove) { await pb.collection(QUOTE_ITEMS_COLLECTION).update(it.id, { moved_to_quote: continuation.id, pricing_notes: (it.pricing_notes ? it.pricing_notes + "\n" : "") + `Moved to ${newQuoteNumber} via partial-approval split on ${now}`, }); } return { continuation, itemsMoved: toMove.length, itemsKept: keep.length, }; } /** * Mark every priced item on a quote as `approved_in_batch = true`. * Used by the partial-approve endpoint right before the email is * kicked off. Idempotent: re-running on a quote where every priced * item is already approved_in_batch=true is a no-op. * * Returns the count of items flipped. The caller uses this to * surface a "N items marked for this batch" toast. */ export async function markPricedItemsApprovedInBatch( quoteId: string ): Promise { const pb = await getAdminPocketBase(); const items = await pb .collection(QUOTE_ITEMS_COLLECTION) .getFullList({ filter: `quote = "${quoteId}" && is_processed = true && (moved_to_quote = null || moved_to_quote = "")`, }); const toFlip = items.filter((it) => it.approved_in_batch !== true); // Fire-and-forget the per-item updates. PB will serialise them. // For a typical 15-item quote this is < 100ms. await Promise.all( toFlip.map((it) => pb.collection(QUOTE_ITEMS_COLLECTION).update(it.id, { approved_in_batch: true, }) ) ); return toFlip.length; } // ────────────────────────────────────────────────────────────────────────────── // Submit-for-approval (new → approval_pending) // ────────────────────────────────────────────────────────────────────────────── export type SubmitQuoteFailureCode = | "quote_not_found" | "invalid_status" | "unpriced_items"; export interface SubmitQuoteResult { quote: Quote; /** True when the call actually flipped the status. False when the * quote was already `approval_pending` (idempotent re-submit). */ statusChanged: boolean; /** Status the quote was in before this call (or after, if it was a * no-op). Always populated — the agent uses it to show the diff * in the audit log without re-fetching the quote. */ previousStatus: Quote["status"]; /** Echo of the actor passed in. Lands on `quotes.submitted_by` when * the PB admin has added the column; falls back silently otherwise. * Echoed here regardless so the agent always has the name in the * response envelope for the audit trail. */ submittedBy?: string; /** ISO timestamp of the submit call. Lands on `quotes.submitted_at` * when the PB column exists; echoed here regardless. */ submittedAt: string; /** Target status the call aimed for. For the full-approval path this * is `approval_pending`; for the partial path (`partial: true` * flag) this is `partial_approval_pending` — even when every item * happened to be priced, since the operator's intent was partial. */ targetStatus: "approval_pending" | "partial_approval_pending"; /** IDs of `quote_items` rows that blocked submission (selling_price * ≤ 0 on a not-moved line). Populated only when `failure !== null`. */ offendingItemIds?: string[]; } export class SubmitQuoteError extends Error { constructor( message: string, public readonly status: number, public readonly code: SubmitQuoteFailureCode, public readonly offendingItemIds: string[] = [], ) { super(message); this.name = "SubmitQuoteError"; } } /** * Flip a quote from `new` to `approval_pending` once every line is * priced. Idempotent — re-submitting an already-`approval_pending` * quote is a no-op (no PB write, returns `statusChanged: false`). * * Why this is its own tool (and not just `quotes.update({status: "approval_pending"})`): * - The "all items priced" gate is the operator's safety net — a * quote with `selling_price = 0` lines must surface a clear * "fix these ids" error, not silently go to the approval queue. * - Idempotency matters because the walk-in recipe (create → price * → submit) is fuzzy: the agent may call submit twice after * verifying with the operator, and the UI re-fires it on retry. * - The status flip is the canonical audit signal. We don't stamp * `submitted_at` / `submitted_by` here because the PB schema * doesn't have those columns yet (see FEATURE-REQUESTS.md "submit * audit fields"); the added `Quote.submitted_at` / `submitted_by` * fields will start persisting the moment ops adds them via PB * admin. * * Returns `SubmitQuoteError` (typed) for the three failure modes so * the REST route can map to clean HTTP 404/422 + `code` discriminators * the agent can branch on. */ export async function submitQuote( quoteId: string, actor?: { id: string; name: string }, options?: { partial?: boolean }, ): Promise { if (!quoteId || !quoteId.trim()) { throw new SubmitQuoteError( "quoteId is required", 400, "quote_not_found", ); } const pb = await getAdminPocketBase(); let quote: Quote; try { quote = await pb.collection(QUOTES_COLLECTION).getOne(quoteId); } catch { throw new SubmitQuoteError( `Quote ${quoteId} not found`, 404, "quote_not_found", ); } // Always populate previousStatus — the agent uses it for the audit // trail even on the no-op / idempotent path. const previousStatus = quote.status; const submittedAt = new Date().toISOString(); // Idempotency: already-pending quote is a no-op. Returning 200 with // statusChanged: false lets the UI safely re-submit without showing // a "double-submit" error. if (quote.status === "approval_pending" || quote.status === "partial_approval_pending") { return { quote, statusChanged: false, previousStatus, submittedAt, // If the caller asked for partial and the quote is already in // partial_approval_pending, the target is partial; otherwise // it's whatever the quote is currently in. targetStatus: quote.status === "partial_approval_pending" ? "partial_approval_pending" : "approval_pending", ...(actor?.name ? { submittedBy: actor.name } : {}), }; } // Only `new` quotes can transition via this tool. The full set of // valid paths to the approval queue is: // - `new` → here (via `submit`) // - `partial_approval_pending` → `partial_approved` (via `partial_approve`) // - `partial_approved` → `approved` (via the operator's review flow) // Quotes that are already `approved`, `rejected`, `cancelled`, // `emailed`, etc. have to be re-quoted rather than re-submitted. if (quote.status !== "new") { throw new SubmitQuoteError( `Cannot submit a quote in status "${quote.status}". Only "new" quotes can be submitted for approval. Re-quote if the customer needs a fresh approval cycle.`, 422, "invalid_status", ); } // Fetch every line on the quote (small N — typical quotes have // < 30 items) and filter in JS. The PB filter parser mock in // `quotes-service.test.ts` doesn't support `!= null` semantics // cleanly, and the extra round-trip saved by a complex filter isn't // worth the brittle test surface. The shape returned is // `{ id, selling_price, moved_to_quote }` — we use `fields` to keep // the payload small. const allItems = await pb .collection(QUOTE_ITEMS_COLLECTION) .getFullList({ filter: `quote = "${quoteId}"`, fields: "id,selling_price,moved_to_quote", }); const unpricedItems = allItems.filter((it) => { const sp = Number(it.selling_price) || 0; const moved = String(it.moved_to_quote || "").trim(); return sp <= 0 && moved === ""; }); // Gate: only `partial: true` lets unpriced items through. The full // submission path (the default) refuses with the existing // `unpriced_items` 422 — no regression. The partial path is the // missing state-machine gap that the test matrix surfaced 2026-08-15: // without it, no tool existed to flip `new → partial_approval_pending`, // which made the whole partial-approve + split workflow unreachable // via MCP. The `partial: true` flag on the same `submit` tool keeps // the state machine documented in one place — there isn't a parallel // `submit_partial` tool to drift out of sync. if (unpricedItems.length > 0 && !options?.partial) { const offendingItemIds = unpricedItems.map((it) => String(it.id)); throw new SubmitQuoteError( `Cannot submit: ${offendingItemIds.length} item(s) have selling_price = 0. Price every line before submitting.`, 422, "unpriced_items", offendingItemIds, ); } // Pick the target status. Partial flag wins (operator intent) — // even if every item happened to be priced, we honour the flag. // Without the flag and with all items priced: full approval. const targetStatus: "approval_pending" | "partial_approval_pending" = options?.partial ? "partial_approval_pending" : "approval_pending"; // Fluid write: Quote.submitted_at / submitted_by are optional fields // on the Quote type. If/when ops adds them to the PB schema, these // will start persisting. Right now they're silently dropped, which // is fine — the status flip is the canonical audit signal. const updatePayload: Record = { status: targetStatus, }; if (actor?.name) { updatePayload.submitted_by = actor.name; } updatePayload.submitted_at = submittedAt; const updated = (await pb.collection(QUOTES_COLLECTION).update( quoteId, updatePayload, )) as Quote; return { quote: updated, statusChanged: true, previousStatus, submittedAt, targetStatus, ...(actor?.name ? { submittedBy: actor.name } : {}), }; } // ────────────────────────────────────────────────────────────────────────────── // Walk-in quote creation (no source email) // ────────────────────────────────────────────────────────────────────────────── export interface CreateQuoteInputItem { description: string; quantity?: number; unit?: string; sku?: string; supplier?: string; category?: string; cost_price?: number; selling_price?: number; markup?: number; notes?: string; pricing_source?: string; pricing_notes?: string; matched_price_list_id?: string; } export interface CreateQuoteInput { /** Customer id OR name. If a name is passed and no customer exists, * a new one is created. The lookup is case-insensitive exact. */ customer: string; /** Company id OR name. If a name is passed and no company exists, * a new one is created. The lookup is case-insensitive exact. */ company?: string; /** Letterhead key. Defaults to "CNL". Future option: "ISHERWOOD". */ letterhead?: "CNL" | "ISHERWOOD"; /** Free-text description (typically the RFQ subject). */ description?: string; /** One or more line items. At least one is required. */ items: CreateQuoteInputItem[]; /** Optional override — defaults to validity_days=30. */ validity_days?: number; } export interface CreateQuoteResult { quote: Quote; customer: Customer; company: Customer | null; items: QuoteItem[]; quote_number: string; } /** * Create a walk-in quote from scratch. No source email, no inbox routing. * The operator supplies the customer, company, and items directly. * * Mirrors `createQuoteFromEmail` (which is the email-path, same status * pipeline). The callers split into two flows: * - `quotes.create_from_email` — n8n scrapes inbox, AI extracts items. * - `quotes.create` (this one) — operator types "make me a quote for * John" on the dashboard or via the agent. * * Resolution rules: * - `customer`: looks up by id (15-char PB id) first; if not an id, * case-insensitive exact match on `customer.customer`. If no match, * creates a new customer with that name + empty email. * - `company`: same pattern. If no match, creates a new company. * - `items`: each row is written via `createQuoteItem` (the service * layer shared with `quote_items.create`), so the F.1 auto-derive * `selling_price` rule and the F.2 whitelist (category / * matched_price_list_id) apply unchanged. * * Quote lifecycle: starts at `status="new"`, `validity_days=30`, * `company_letterhead` defaults to `"CNL"`. The operator then runs * `re_price` / `quotes.re_price` to populate prices, then through the * existing claim → price → submit → approve → send pipeline. */ export async function createQuote( input: CreateQuoteInput ): Promise { if (!input.customer || !input.customer.trim()) { throw new Error("customer is required (id or name)."); } if (!Array.isArray(input.items) || input.items.length === 0) { throw new Error("items must be a non-empty array."); } const pb = await getAdminPocketBase(); // ── 1. Resolve customer (id OR name → exact lookup → create). const customer = await resolveOrCreateCustomerByIdOrName( pb, input.customer.trim() ); // ── 2. Resolve company (id OR name → exact lookup → create). Optional. let company: Customer | null = null; if (input.company && input.company.trim()) { company = await resolveOrCreateCompanyByIdOrName( pb, input.company.trim() ); } // ── 3. Generate a quote number. const quoteNumber = await generateQuoteNumberServer(); // ── 4. Create the quote row. const quote = await pb.collection(QUOTES_COLLECTION).create({ quote_number: quoteNumber, customer: customer.id, company: company?.id || null, description: input.description || "", status: "new", notes: "", validity_days: input.validity_days ?? QUOTE_VALID_DAYS, company_letterhead: input.letterhead || "CNL", has_attachments: false, email_subject: input.description || "", email_body: "", }); // ── 5. Create the line items via the shared service layer so the // F.1 auto-derive + F.2 whitelist apply unchanged. const createdItems: QuoteItem[] = []; for (const item of input.items) { const result = await createQuoteItem({ quoteId: quote.id, description: item.description, quantity: item.quantity, unit: item.unit, sku: item.sku, supplier: item.supplier, cost_price: item.cost_price, selling_price: item.selling_price, markup: item.markup, notes: item.notes, pricing_source: item.pricing_source, pricing_notes: item.pricing_notes, }); createdItems.push(result.quote_items as unknown as QuoteItem); } return { quote: quote as Quote, customer, company: company as Customer | null, items: createdItems, quote_number: quoteNumber, }; } /** * Resolve a customer input (id OR name) to a Customer row. If the input * is a 15-char PB id, use it verbatim. Otherwise case-insensitive exact * match on `customer.customer`. If no match, create a new customer with * that name and empty email/phone. */ async function resolveOrCreateCustomerByIdOrName( pb: Awaited>, input: string ): Promise { const PB_ID_PATTERN = /^[A-Za-z0-9]{15}$/; if (PB_ID_PATTERN.test(input)) { try { return (await pb .collection(CUSTOMERS_COLLECTION) .getOne(input)) as Customer; } catch { throw new Error(`customer id "${input}" not found.`); } } const escaped = input.replace(/"/g, '\\"'); const matches = await pb .collection(CUSTOMERS_COLLECTION) .getList(1, 1, { filter: `(customer = "${escaped}" || customer ~ "${escaped}")`, fields: "id,customer,email,number,company", }); if (matches.items.length > 0) return matches.items[0]; const created = await pb.collection(CUSTOMERS_COLLECTION).create({ customer: input, email: "", number: "", dateadded: new Date().toISOString().slice(0, 10), description: "Auto-created from walk-in quote intake.", }); return created as Customer; } /** * Resolve a company input (id OR name) to a Customer row. Same pattern * as the customer resolver. Returns null when no `company` input was * supplied (the caller passes null back to the quote creation). */ async function resolveOrCreateCompanyByIdOrName( pb: Awaited>, input: string ): Promise { const PB_ID_PATTERN = /^[A-Za-z0-9]{15}$/; if (PB_ID_PATTERN.test(input)) { try { const expanded = await pb .collection(COMPANIES_COLLECTION) .getOne(input); // The caller wants a "Customer" shape for the convenience of the // response. Cast — only the id is read downstream. return expanded as unknown as Customer; } catch { throw new Error(`company id "${input}" not found.`); } } const escaped = input.replace(/"/g, '\\"'); const matches = await pb .collection(COMPANIES_COLLECTION) .getList(1, 1, { filter: `(company = "${escaped}" || company ~ "${escaped}")`, fields: "id,company", }); if (matches.items.length > 0) return matches.items[0]; const created = await pb.collection(COMPANIES_COLLECTION).create({ company: input, address: "", vendor: "", coordinates: { lon: 0, lat: 0 }, }); return created as unknown as Customer; } /** * Set the operator-facing free-text note on a quote. * * Distinct from `quotes.notes` (the rejection audit log written by * `review-approve/route.ts:194` and parsed by `parseLatestRejection` * on the detail page). The new `quote_notes` field is plain operator * text surfaced on the customer PDF. * * Trims the input and treats empty / whitespace-only as `""` so the * field is cleared (not stored as `" "`) when the operator deletes * the note. Mirrors the trim-then-fallback pattern in * `stock-booking-service.ts:179`. * * Audit (who / when) is intentionally NOT tracked here — the field is * plain operator text, not policy. If a future requirement asks for * "who changed the note and when", add an `audit_logs` entry in the * route handler instead of bloating this signature. * * Added 2026-08-17. */ export async function setQuoteNotes( quoteId: string, notes: string, ): Promise { const trimmed = typeof notes === "string" ? notes.trim() : ""; const pb = await getAdminPocketBase(); const updated = await pb.collection(QUOTES_COLLECTION).update(quoteId, { quote_notes: trimmed, }); return updated; }