63 lines
2 KiB
Markdown
63 lines
2 KiB
Markdown
# Core Recheck Matrix (Quotes, Orders, Company, Customer)
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## Ground Rules
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- Quotes workflow is separate from driver/pool workflows.
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- Driver and collection states apply only after quote-to-order conversion on `order_items`.
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- Order creation from quote must not mutate quote status.
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## 1) Quotes Recheck
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- Collections:
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- `quotes`
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- `quote_items`
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- Must verify:
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- create quote
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- add/edit/remove quote items
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- claim/unclaim
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- process status transitions (`new -> claimed -> processed -> emailed/approval_pending -> approved/rejected/complete`)
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- email metadata fields persist
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- API/logic check:
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- quote actions never touch `drv_status`, `collection_pool`, or driver assignment fields.
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## 2) Orders Recheck
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- Collections:
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- `orders`
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- `order_items` (new schema replacement)
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- `purchase_orders`
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- `collection_pool`
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- Must verify:
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- create order from quote via API
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- copied order item values (description/qty/supplier/pricing)
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- order item status updates (`item_status` + `drv_status`)
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- PO generation per supplier
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- no quote status mutation on order creation
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## 3) Company Recheck
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- Collections:
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- `companies`
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- `company_details`
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- Must verify:
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- list/search/pagination
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- create/edit/delete
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- relation usage in quotes/orders
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- address/vendor consistency with old Django usage
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## 4) Customer Recheck
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- Collections:
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- `customers`
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- Must verify:
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- list/search/pagination
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- create/edit/delete
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- email fields (`email`, `alternative_email`, `buyer_email`)
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- relation/linking in quotes/orders
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- duplicate handling strategy (from old merge commands)
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## Current Alignment Status
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- Quotes/order separation fixed in service layer.
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- Orders-first API and MCP layer in place.
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- New `order_items` replacement schema prepared for import.
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- `collection_pool` schema prepared.
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## Next implementation focus
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1. Wire UI screens for `order_items` new fields while keeping same look/behavior.
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2. Add explicit quote-to-order action in quote detail/process pages.
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3. Add a lightweight validation script for collection field drift vs expected schema.
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