WFDASH-WEBAPP/docs/core-recheck-matrix.md

Core Recheck Matrix (Quotes, Orders, Company, Customer)

Ground Rules

• Quotes workflow is separate from driver/pool workflows.
• Driver and collection states apply only after quote-to-order conversion on order_items.
• Order creation from quote must not mutate quote status.

1) Quotes Recheck

• Collections:
  • quotes
  • quote_items
• Must verify:
  • create quote
  • add/edit/remove quote items
  • claim/unclaim
  • process status transitions (new -> claimed -> processed -> emailed/approval_pending -> approved/rejected/complete)
  • email metadata fields persist
• API/logic check:
  • quote actions never touch drv_status, collection_pool, or driver assignment fields.

2) Orders Recheck

• Collections:
  • orders
  • order_items (new schema replacement)
  • purchase_orders
  • collection_pool
• Must verify:
  • create order from quote via API
  • copied order item values (description/qty/supplier/pricing)
  • order item status updates (item_status + drv_status)
  • PO generation per supplier
  • no quote status mutation on order creation

3) Company Recheck

• Collections:
  • companies
  • company_details
• Must verify:
  • list/search/pagination
  • create/edit/delete
  • relation usage in quotes/orders
  • address/vendor consistency with old Django usage

4) Customer Recheck

• Collections:
  • customers
• Must verify:
  • list/search/pagination
  • create/edit/delete
  • email fields (email, alternative_email, buyer_email)
  • relation/linking in quotes/orders
  • duplicate handling strategy (from old merge commands)

Current Alignment Status

• Quotes/order separation fixed in service layer.
• Orders-first API and MCP layer in place.
• New order_items replacement schema prepared for import.
• collection_pool schema prepared.

Next implementation focus

1. Wire UI screens for order_items new fields while keeping same look/behavior.
2. Add explicit quote-to-order action in quote detail/process pages.
3. Add a lightweight validation script for collection field drift vs expected schema.