WFDASH-WEBAPP/docs/collection-ai-checks.md

Collection Confirm AI checks runbook

Design: docs/superpowers/specs/2026-10-17-collection-confirm-ai-checks-design.md.

What it does

On Collection Confirm, drivers upload photos of the supplier's tax invoice or delivery note. The AI (the provider set in Settings, AI) reads each photo, pairs the document lines with our order lines, and shows four ticks per line (SKU, quantity, description, price), plus a POS column and an "AI findings" box when something at document level looks wrong.

• It runs automatically (n8n clock, every 5 minutes) on files not yet read, and on demand with the Check with AI button on a card.
• Check with AI needs only the global AI switch. The scheduled tick needs both the global AI switch and "Collection checks enabled".
• A file is read once (by content hash, stored in collection_doc_reads). A failed photo read is retried only by the Check with AI button, not by the tick.
• Lines with no AI check look exactly as before, with no ticks.
• Add to POS is a manual feature (per line, or "Confirm and add to POS" on the card). It creates a stock_items row with zero stock. A line needs a SKU first (the button is disabled without one); the toast reports lines added, failed and still needing a SKU.

What the AI writes: only ai_check on the order/stock line, the document reads, an empty SKU, and a discounted cost — each only when it is sure. It never overwrites a SKU a person set, never confirms a collection, and never changes status.

Discounts (added 2026-10-19): the AI reads a line's own "Disc %" column (e.g. Swagelok) and a discount printed only in the invoice totals (e.g. HYCO "Discount 25.00%"), and the Price tick compares our cost with the price after discount. When a tax-invoice line it is "sure" about has a discount and our cost isn't the discounted price (to the cent), the AI sets the cost to it — through the same path as the cost pencil, so a cost note is added and the audit log records it — and shows "Cost changed from R… to R…: shows R… less …%" in purple under the line. Without a discount, from a delivery note, or on a "likely" match it never touches the cost. Reads saved before this change have no discount fields: delete that document's collection_doc_reads row and run Check with AI to re-read it. On order lines the SKU fill is audited as an ordinary sku change; stock purchase lines (stock_purchase_items) are not covered by the audit hook, so a SKU fill there is not in the audit log.

Going live (manual steps, in this order)

1. Migrate PocketBase. Run against the live PB: npm run pb:migrate:collection-ai (creates collection_doc_reads, adds ai_check to order_items and stock_purchase_items, and the collection_ai_* fields on ai_settings).
2. Redeploy the audit hook pocketbase/pb_hooks/audit_log_utils.js to the PB server's pb_hooks/. It now ignores ai_check; until then the only cost is noisy history (a large JSON diff on every re-run).
3. Deploy the app. Pushing to main does not auto-deploy; it is a manual deploy that takes 5 to 10 minutes.
4. Activate the n8n workflow (below). Create it inactive, activate it after steps 1 to 3.
5. Turn it on in Settings, AI: the global "AI enabled" switch must be on, then switch on "Collection checks enabled" in the Collection checks section and click Save.

The tick does nothing until both switches are on, so steps 4 and 5 are safe in either order.

n8n workflow: "WFDASH Collection check tick"

n8n only acts as a clock; the app decides whether anything is due.

Node	Setting
Name	WFDASH Collection check tick
Trigger	Schedule Trigger, every 5 minutes
Action	HTTP Request
Method / URL	POST https://wfdash.apphub.co.za/api/v1/collection-confirm/ai/tick
Authentication	The WFDASH Agent API Key credential (Authorization: Bearer <AGENT_API_KEY>). Do not create a new secret.
Body	none
Options	Timeout 120000 ms (120 s); Never Error (neverError) on
Status	inactive until the app is deployed and migrated

After deploy, Execute workflow once. Expected responses: {"ran":false,"reason":"disabled"} while off, {"ran":false,"reason":"running"} while an earlier run is still going, {"ran":true,"summary":{...}} when it ran. A 401 means the credential is wrong.

Each run is bounded: at most 10 files, and it stops starting new files after 90 seconds, so it normally answers inside the 120 s timeout; leftovers carry to the next run. Runs never overlap: a run holds a lease for up to 10 minutes, and if a run dies without writing its summary the next tick after that takes over.

The last run (files read, cards checked) is shown in Settings, AI, Collection checks, and stored in ai_settings.collection_ai_last_run_summary.

Photo on the wrong PO (added 2026-10-19): when the AI reads a PO number on a photo that isn't the card's PO, and that number is a PO we have, the card says "Photo may be for " and, when open, "Invoice is for , not this PO" with a Move photo to button. The move is a person's call — nothing moves on its own. It copies the photo onto the other PO (a collected line of a customer PO, or the stock purchase's one photo slot — refused if that slot is taken), removes it from this line, and deletes the AI's read of it so it is read again where it now belongs (POST /api/v1/collection-confirm/move-photo, src/lib/server/collection-photo-move-service.ts).

Delete photo (added 2026-10-19): next to "Add supplier invoice", Delete photo removes the photo open in the previewer — for a wrong upload or a duplicate — after an inline "Delete …? Yes, delete" confirm. It takes the file off every order line (or the stock purchase) carrying it and deletes the AI's read of it. The PO PDF can't be deleted there. This can't be undone (POST /api/v1/collection-confirm/delete-photo).

Stock orders (changed 2026-10-19): a driver collecting a stock pickup records the full quantity as received, so collected stock lines used to skip Collection Confirm and sit "sent" until someone clicked Mark received (29 stock orders were stuck). Now a collected stock line stays on Collection Confirm (with its photo and AI check) until its stock order is marked received; Confirm stock marks it received once every line is collected — that sends it to the accountant's booking queue. Orders with lines still out with a driver stay open (the toast says how many). Cancelled stock orders never show. Driver photos for stock pickups are kept on the stock purchase (additional_attachments, multi-file after npm run pb:migrate:stock-photos).

Auto-push (added 2026-10-28)

With Auto-push verified cards on (Settings, AI, Collection checks, off by default), the tick confirms a card on its own when the page shows it purple (cardAiState "verified": every line checked, no red or amber tick). It runs at the end of every tick over every card on the page, so a card a person checked by hand is covered too. It calls the same functions as the manual buttons (confirmOrderItemsWithSplits, confirmStockRows + markStockOrdersReceived), as actor "AI collection check".

• Customer lines go to ready for invoicing with the invoice number and date the AI read. A card covered by two invoices is pushed one invoice at a time.
• Stock lines go to the accountant's stock booking, but only when every line of the stock order is already collected (no follow-on order is created by the AI).
• A card is left for a person when: any line has a problem flag, a photo looks like it belongs to another PO, or a customer line has no invoice number or no YYYY-MM-DD date. Grey ticks do not block it (same rule as the purple card).
• Every push is appended to ai_settings.collection_auto_push_log (kept three days). The page shows today and yesterday at the top: PO, supplier, items, value. Endpoint: GET /api/v1/collection-confirm/auto-push-log.
• Without the PB fields it never pushes (it could not record the push).

Going live: npm run pb:migrate:collection-auto-push, deploy, then switch it on in Settings, AI and Save.

Reading the ticks

Colour	Meaning
Green	The document agrees with our line: our SKU equals the document code after normalising (uppercase, letters and digits only; this is also how a SKU the AI filled goes green), quantity equals what was collected and what was ordered, the AI is sure it is the same item, unit price after any discount within 1 cent
Amber	Close but worth a look: our SKU differs from the document code; collected quantity matches the document but the ordered quantity differs; the AI thinks it is the same item but is only "likely" sure
Red	Mismatch or missing: no SKU on our line, quantity differs from the document, price differs or we have no cost, or the line is not on the document or the AI says it is a different product (all four red)
Grey	Can't check, per tick: SKU when the document line shows no code; Qty when it shows no quantity; Price when the document line shows no price (a delivery note that prints prices, like Plumblink's, is compared like an invoice — but the AI only ever corrects a cost from a tax invoice); all four when the AI couldn't pair the document (see the AI findings box for the reason; Check with AI retries)

For stock purchase lines the SKU tick and robot use the line's own SKU (the one a rep or the AI set on the purchase line), not the catalogue SKU.

The AI findings box also lists the AI's reading notes — what it noticed on the photo (a delivery note rather than an invoice, the year missing from the date, a rotated or partly covered page).

Hover a tick for the values compared (ours vs the document). A robot icon marks a SKU the AI filled. Click the document chip on a card to see the extracted lines next to the photo.

Errors

• "Collection checks are not set up yet: run npm run pb:migrate:collection-ai against PocketBase first" is the guard. The service refuses to run until ai_check exists on the live PB, because PB silently drops unknown fields and results would vanish. Run step 1 above.
• "AI is disabled in settings" from Check with AI: switch on the global AI switch in Settings, AI.

Changing the prompt

Settings, AI, Collection checks prompt. "Reset to default" loads the built-in prompt; empty means the built-in default. Keep it to the submit_document_read tool's fields.

Stopping it

Switch off "Collection checks enabled" in Settings, AI and Save, or deactivate the n8n workflow. Existing ticks stay until the card is re-checked or the line is cleared.