# WFDASH — Business CRM

A modern business CRM (customers, companies, suppliers, quotes, orders, driver collection pool, delivery notes, repairs) built as a Next.js 16 / PocketBase re-platform of the legacy Django app.

- **Frontend**: Next.js 16 (App Router) + React 19 + TypeScript
- **UI**: shadcn/ui (base-nova style), Tailwind CSS 4, Lucide icons, Sonner toasts
- **Maps**: Leaflet + react-leaflet (clustering, marker edit, fullscreen, dark tiles)
- **Backend**: PocketBase (database, auth, file storage, realtime)
- **MCP**: in-app Model Context Protocol endpoint for n8n / external agents

> **Note**: This is **not** the Next.js from older training data. APIs, conventions, and file structure differ. Read the relevant guide in `node_modules/next/dist/docs/` before writing code, and watch for deprecation notices.

---

## Prerequisites

- **Node.js >= 20.9.0** (enforced by `package.json` `engines`)
- **PocketBase** binary (the setup script connects to `http://127.0.0.1:8090`)but in my .env.local we have added the cloud url that its connecting to now at the moment 

---

## Quick Start

```bash
# 1. Install deps
npm install

# 2. Start PocketBase (in another terminal)
./pocketbase serve

# 3. Configure env (see "Environment Variables" below)
cp .env.local.example .env.local   # or create manually

# 4. Create collections in PocketBase
npm run setup                              # base collections (customers, companies, suppliers, quotes, orders, …)
npm run pb:migrate:orders-v2               # new order_items_v2 + collection_pool collections
npm run pb:migrate:order-status-in-stock   # switch orders.status to the operational enum + add order_items.in_stock

# 5. Run the app
npm run dev
```

App runs on http://localhost:3000.

---

## Environment Variables

Create `.env.local` (gitignored) with:

```bash
# Public — exposed to the browser
NEXT_PUBLIC_POCKETBASE_URL=http://127.0.0.1:8090


# Server-only — admin used by setup / migration scripts and agent API
PB_ADMIN_EMAIL=admin@example.com
PB_ADMIN_PASSWORD=your_password

# Agent / MCP API auth (see "API & MCP" below)
AGENT_API_KEY=replace_with_secure_token

# Switch which collection the order-items service writes to
# Set to `order_items_v2` after running the migration
ORDER_ITEMS_COLLECTION=order_items
```

> `scripts/setup-pocketbase.ts` currently has the admin email/password hard-coded — edit it before running, or set the matching env vars there.

---

## NPM Scripts

| Script | Purpose |
| --- | --- |
| `npm run dev` | Start Next.js dev server (webpack) |
| `npm run build` | Production build |
| `npm run start` | Run the production build |
| `npm run lint` | ESLint over the project |
| `npm run setup` | Create base PocketBase collections from `scripts/setup-pocketbase.ts` |
| `npm run pb:migrate:orders-v2` | Create `order_items_v2` + `collection_pool` collections |
| `npm test` | Vitest in watch mode |
| `npm run test:run` | Vitest single run (CI-friendly) |
| `npm run test:coverage` | Vitest with V8 coverage |
| `npm run e2e` | Playwright E2E suite (boots `next dev` on port 3100) |
| `npm run e2e:ui` | Playwright UI mode |
| `npm run e2e:install` | One-time: install Playwright browsers + OS deps |

See **Testing** below.

---

## Features / Routes

All routes are file-based under `src/app/`.

### Public (auth)
- `/login` — sign in

### Protected (`(app)`)
- `/dashboard` — overview stats + recent activity
- `/customers`, `/customers/[id]` — CRUD, search, pagination, CSV export
- `/companies`, `/companies/[id]` — CRUD with detail
- `/suppliers` — CRUD with tag support
- `/supplier-map` — Leaflet map: clustering, marker editing, fullscreen, dark tiles
- `/quotes` — list with claim/process workflow
  - `/quotes/[id]` — detail
  - `/quotes/[id]/process` — process view
  - `/quotes/approvals` — approval queue
- `/orders`, `/orders/[id]` — list + detail, PO generation by supplier
- `/collection-pool` — driver work queue (pool of items to collect/deliver)
- `/delivery-notes` — delivery note management
- `/repairs` — repair requests

### Cross-cutting
- Light/dark theme switcher
- Collapsible sidebar, mobile card views
- Service worker for offline (registered client-side)

---

## API & MCP

All agent endpoints require `Authorization: Bearer <AGENT_API_KEY>`.

| Method | Path | Notes |
| --- | --- | --- |
| `GET` | `/api/v1/health` | Liveness probe (no auth) |
| `GET` | `/api/v1/orders?page=1&perPage=50&status=new` | List orders (expands `company,customer,quote`) |
| `POST` | `/api/v1/orders/from-quote` | Body: `{ "quote_id": "..." }` — creates an order + copies `quote_items` into the configured `order_items` collection; sets `item_status=pending`, `drv_status=unassigned` |
| `GET` | `/api/v1/collection-pool?page=1&perPage=50&status=queued` | List pool records |
| `PATCH` | `/api/v1/order-items/[id]/status` | Body: `{ item_status, drv_status, notes, problem_notes }` (also accepts `driver_status` for backwards compat) |
| `POST` | `/api/mcp` | JSON-RPC style. Methods: `tools/list`, `tools/call` |

### MCP tools exposed

- `orders.list`
- `orders.create_from_quote`
- `collection_pool.list`
- `order_items.update_status`

See [docs/api-mcp-layer.md](docs/api-mcp-layer.md) for full payload details.

---

## PocketBase Collections

Created by the setup / migration scripts and tracked in [docs/pocketbase/](docs/pocketbase/):

- `customers` — customer database (incl. `alternative_email`, `buyer_email`, `coordinates`)
- `companies` — company database
- `suppliers` — supplier network (tags, coordinates, closing time)
- `quotes`, `quote_items` — quotes with line items and status workflow
- `orders`, `purchase_orders` — orders + per-supplier POs
- `order_items` — legacy order items
- `order_items_v2` — replacement schema (new `item_status` + `drv_status` model)
- `collection_pool` — driver work queue
- `delivery_notes`, `delivery_note_items` — delivery records
- `repairs` — repair requests
- `stock_items` — minimal stock tracking (folded into `order_items` for now)

Workflow rules and parity targets with the old Django app live in:

- [docs/core-recheck-matrix.md](docs/core-recheck-matrix.md) — Quotes / Orders / Company / Customer recheck matrix
- [docs/django-nextjs-parity-backlog.md](docs/django-nextjs-parity-backlog.md) — migration status per module
- [docs/order-workflow-rules.md](docs/order-workflow-rules.md) — status transitions
- [docs/order-items-schema-standard.md](docs/order-items-schema-standard.md) — the v2 schema
- [docs/orders-first-rollout.md](docs/orders-first-rollout.md) — orders-first rollout
- [docs/migration-audit.md](docs/migration-audit.md) — field-by-field audit
- [docs/api-mcp-layer.md](docs/api-mcp-layer.md) — API + MCP reference

---

## Project Structure

```
src/
├── app/
│   ├── (auth)/login/         # Login page
│   ├── (app)/                # Protected app pages
│   │   ├── dashboard/
│   │   ├── customers/  (+[id])
│   │   ├── companies/  (+[id])
│   │   ├── suppliers/
│   │   ├── supplier-map/
│   │   ├── quotes/           # + [id], [id]/process, approvals
│   │   ├── orders/    (+[id])
│   │   ├── collection-pool/
│   │   ├── delivery-notes/
│   │   └── repairs/
│   ├── api/
│   │   ├── mcp/route.ts                # MCP endpoint
│   │   └── v1/                         # Agent REST endpoints
│   │       ├── health/
│   │       ├── orders/                 # + from-quote
│   │       ├── order-items/[id]/status/
│   │       └── collection-pool/
│   ├── globals.css
│   ├── layout.tsx
│   └── page.tsx
├── components/
│   ├── ui/                   # shadcn/ui (base-nova)
│   ├── sidebar.tsx
│   ├── auth-provider.tsx
│   ├── theme-provider.tsx
│   ├── data-table.tsx
│   ├── line-items-table.tsx
│   ├── customer-form.tsx
│   ├── company-form.tsx
│   ├── supplier-form.tsx
│   ├── quote-form.tsx
│   ├── order-form.tsx
│   ├── delete-dialog.tsx
│   ├── supplier-map.tsx
│   └── service-worker-registration.tsx
└── lib/
    ├── pocketbase.ts         # Client (singleton) + server instances
    ├── pb-helpers.ts
    ├── types.ts              # TypeScript types for all collections
    ├── utils.ts
    ├── quote-status.ts
    └── server/
        ├── agent-auth.ts
        ├── pocketbase-admin.ts
        ├── orders-service.ts
        └── order-item-status.ts

scripts/
├── setup-pocketbase.ts                       # base collections
├── import-data.ts
└── migrations/
    └── create-order-items-v2-and-collection-pool.ts

e2e/                          # Playwright E2E tests (see Testing)
docs/                         # parity matrix, rollout plans, MCP, schema standards
vitest.config.ts              # Vitest config (jsdom, native tsconfig paths)
playwright.config.ts          # Playwright config (boots next dev on :3100)
Dockerfile                    # multi-stage Node 20 alpine build
nixpacks.toml                 # sets Nixpacks Node version to 20
```

---

## Testing

The project ships with two test suites, both wired into npm scripts.

### Vitest (unit + API route tests)

- Framework: [Vitest](https://vitest.dev/) + jsdom + Testing Library
- Config: [vitest.config.ts](vitest.config.ts) — path aliases match `tsconfig.json`
- Test files live next to the code they cover: `src/**/*.{test,spec}.ts(x)`

What gets covered:

| File | What it tests |
| --- | --- |
| `src/lib/utils.test.ts` | `cn()` (clsx + tailwind-merge) |
| `src/lib/quote-status.test.ts` | Status class lookup + format helper |
| `src/lib/server/order-item-status.test.ts` | `normalizeOrderItemStatusInput` (every item/drv status, the legacy `driver_status` alias, invalid inputs) |
| `src/lib/server/agent-auth.test.ts` | `assertAgentAuth` (bearer token validation, missing env, status code tagging) |
| `src/lib/server/orders-service.test.ts` | `createOrderFromQuote` (idempotency, no-items error, payload shape, sequence increment, env-driven collection switch) and `listCollectionPool` (filter + pagination forwarding). PocketBase is mocked. |
| `src/lib/server/pocketbase-admin.test.ts` | `getAdminPocketBase` env validation + auth call |
| `src/app/api/v1/health/route.test.ts` | Health endpoint shape |
| `src/app/api/v1/orders/route.test.ts` | Auth, status filter, pagination, error mapping |
| `src/app/api/v1/orders/from-quote/route.test.ts` | Auth, 400 on missing `quote_id`, 201 vs 200 (idempotent), upstream error |
| `src/app/api/v1/order-items/[id]/status/route.test.ts` | Auth, empty/invalid input, normalisation integration, env-driven collection |
| `src/app/api/v1/collection-pool/route.test.ts` | Auth, param forwarding, error mapping |
| `src/app/api/mcp/route.test.ts` | `tools/list`, every `tools/call` tool, missing-id guard, unknown-tool error, method-not-found |

Run:

```bash
npm run test:run          # one-shot, CI-friendly
npm test                  # watch mode
npm run test:coverage     # with v8 coverage
```

> The MCP `tools/call` auth path currently routes auth failures through the JSON-RPC catch (returns 500). The dedicated `/api/v1/*` endpoints properly return 401. Both are exercised in the tests.

### Playwright (E2E)

- Framework: [Playwright](https://playwright.dev/)
- Config: [playwright.config.ts](playwright.config.ts) — boots `next dev` on port **3100** by default (override with `E2E_BASE_URL`).
- Tests live in `e2e/*.spec.ts`

What's covered:

| File | Specs |
| --- | --- |
| `e2e/health.spec.ts` | `GET /api/v1/health` returns the right JSON shape — **runs with no infra** |
| `e2e/agent-api.spec.ts` | Agent auth (401 without bearer, 200 with valid token) — skips unless `E2E_AGENT_API_KEY` is set |
| `e2e/auth.spec.ts` | Login form: happy path + wrong-password — skips unless `E2E_TEST_EMAIL` + `E2E_TEST_PASSWORD` are set |

The skip behaviour is intentional: with no env vars, the suite reports a clean `1 passed, N skipped` so you can run it on a fresh checkout. Once you stand up PocketBase + seed a user, set:

```bash
export E2E_BASE_URL=http://localhost:3100
export E2E_POCKETBASE_URL=http://127.0.0.1:8090
export E2E_TEST_EMAIL=ci@example.com
export E2E_TEST_PASSWORD=correct-horse-battery-staple
export E2E_AGENT_API_KEY=$AGENT_API_KEY   # must match what next dev sees
npm run e2e
```

First-time setup: `npm run e2e:install` (downloads Chromium + OS deps).

### Manual smoke-test checklist

For things that aren't (yet) covered by automated tests, walk through this against a running dev server + PocketBase:

1. **Health** — `curl http://localhost:3100/api/v1/health` → `{ ok: true, service: "wfdash-api" }`
2. **Auth** — `/login`, sign in, get redirected into `(app)`.
3. **Customers** — `/customers` — CRUD, search, paginate, CSV export.
4. **Companies** — `/companies` → `/companies/[id]` — CRUD + relation on linked quotes/orders.
5. **Suppliers** — `/suppliers` — CRUD with tags; verify on `/supplier-map`.
6. **Supplier map** — `/supplier-map` — clustering, dark tiles, fullscreen, marker edit persists coords.
7. **Quotes** — `/quotes` — create, line items, claim, process, email metadata persists; approvals.
8. **Quote → Order (API)** — `POST /api/v1/orders/from-quote` with `{ quote_id }`; new order + copied `order_items`; quote status **unchanged** (regression from `core-recheck-matrix.md`).
9. **Orders** — `/orders/[id]` — per-supplier POs, item + drv status updates.
10. **Order item status (API)** — `PATCH /api/v1/order-items/{id}/status`; both `drv_status` and `driver_status` accepted.
11. **Collection pool** — `/collection-pool` + `GET /api/v1/collection-pool`; assignment updates stick.
12. **Delivery notes** — `/delivery-notes` — basic CRUD; no parity guarantees yet (see parity backlog).
13. **Repairs** — `/repairs` — placeholder (not migrated, per parity backlog).
14. **MCP** — `POST /api/mcp` with `{"method":"tools/list"}` returns 4 tools; `tools/call` works for each.
15. **Build & lint** — `npm run lint` clean; `npm run build` completes without type errors.

---

## Deployment

A multi-stage `Dockerfile` is included (Node 20 alpine, non-root `nextjs` user, standalone output). A `nixpacks.toml` pins the Node version for platforms like Railway/Render.

```bash
# Docker
docker build -t wfdash .
docker run --env-file .env.local -p 3000:3000 wfdash

# Nixpacks / Railway / Render — just push; nixpacks.toml sets Node 20.
```