Dave
b212d0fcd8
A hidden, installable PWA: one link, opened on a phone, showing where every order is. New / Processing / Completed, with a tap-to-preview popup and the invoice/line detail Gary needs. Read-only, and NOT in the sidebar — the route lives outside `(app)`, so `<Sidebar />` never renders there. The preview popup is reused, not rebuilt: the service emits `UniversalHit`s and the page hands them to the existing `SearchPreviewDialog`, so the manager gets the desk's quick-overview verbatim. Also fixes the /orders Completed tab, which was matching ZERO orders. `delivered_at` is stamped on only 2 of 12,957 delivered lines and the business stopped writing `delivered` on 2026-08-14 (the live pipeline now ends at `invoiced` / `checked_in`), so the old filter never matched. "Settled" is now defined once — `SETTLED_STATUSES` + `SETTLED_DATE_FIELDS` — and dated per status: `invoiced_date` for invoiced (the only properly stamped field, 2,199 lines), `delivered_at` for delivered, `updated` only where no dedicated column exists. `delivery_note` and `checked_in` move into `completed` as instructed, and the standalone `post_processing` tab is retired (a DN is not a stage of its own). `invoiced` stays in `collected` as well, so invoiced orders don't vanish from the workflow tabs. Completed tab: 0 -> 341 orders over 30 days, 112 over 7.
101 lines
4.6 KiB
Markdown
101 lines
4.6 KiB
Markdown
# Manager orders view (`/manager`)
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A hidden, installable PWA for the managers: one link, opened on a
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phone, showing where every order is — **New / Processing / Completed**.
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It is deliberately not in the sidebar. The route lives in the
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`(mobile)` route group, outside `(app)`, so `<Sidebar />` never
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renders on it and there is no nav entry anywhere.
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## Where things live
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| Piece | File |
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| Page (route group) | `src/app/(mobile)/manager/` — `layout.tsx`, `auth-gate.tsx`, `page.tsx`, `manager-orders-view.tsx` |
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| Read model | `src/lib/server/manager-orders-service.ts` |
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| API route | `src/app/api/v1/manager-orders/route.ts` |
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| PWA manifest | `public/manifest-manager.json` |
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| Service worker | `public/sw-manager.js` |
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| SW registration | `src/components/service-worker-registration.tsx` (adds `/manager` → `/sw-manager.js`) |
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| Bucket + settled-status contract | `src/lib/item-status-ui.ts` |
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| Shared window filter | `settledWindowFilter` in `src/lib/server/orders-service.ts` |
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## The three buckets
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`PIPELINE_GROUP_ITEM_STATUSES` in `src/lib/item-status-ui.ts` is a
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coarse view of the desk's eight workflow tabs. Both surfaces read the
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same status lists, so they can never disagree about what a status
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means.
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| Bucket | Statuses | Orders (live, 2026-10-26) |
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| **New** | `pending`, `approval_needed`, `approval_rejected` | 8 |
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| **Processing** | `processed`, `po_generated`, `collection_pool`, `assigned`, `ready_delivery`, `collected`, `stock_verified`, `picking`, `ready_invoice`, `stock_booked`, `with_driver` | 79 |
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| **Completed** | the settled set, windowed to 7 / 14 / 30 days | 65 / 112 / 200 |
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An order lands in a bucket when **at least one of its lines** is in
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that bucket. That is why Processing holds 79 orders for only 206
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open lines: 45 of those orders have only ONE line left, and 40 have
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other lines already invoiced or collected. `cancelled` and `removed`
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are deliberately outside the pipeline (they live on /orders/archive).
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## The Completed window — read before changing it
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There is no single "finished at" column. `SETTLED_STATUSES` +
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`SETTLED_DATE_FIELDS` in `src/lib/item-status-ui.ts` encode which
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field dates each settled status:
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| Status | Dated on | Why |
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| `delivered` | `delivered_at` | populated on only 2 of 12,957 lines; the rest are legacy rows whose `updated` is the MIGRATION timestamp, so an un-dated delivered row is ARCHIVED, not recent |
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| `invoiced` | `invoiced_date` | the only properly stamped settlement date in the schema (2,199 lines) |
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| `completed`, `checked_in`, `delivery_note` | `updated` | no dedicated column exists, so `updated` is the only signal |
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`primary` and `fallback` are mutually exclusive. Giving a status both
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would resurface archived rows every time an old row was touched.
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Before this change the Completed tab matched **0** orders: the filter
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only looked at `delivered` + `completed` dated on `delivered_at` /
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`updated`, and the business stopped writing `delivered` on 2026-08-14
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(the live pipeline now ends at `invoiced` / `checked_in`). It now
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matches 341 orders over 30 days, 112 over 7.
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`settledWindowFilter(days)` is shared with `/orders` (30 days) — only
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the window length differs, so the two surfaces never disagree.
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## The preview popup is reused, not rebuilt
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The service emits `UniversalHit`s — the same shape the universal
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search returns — and the page hands them to the existing
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`SearchPreviewDialog` (`src/app/(app)/search/search-preview.tsx`). So
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the manager gets the desk's quick-overview verbatim: status chips,
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stats, invoice refs, delivery-note numbers, the line list and the
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lifecycle timeline, plus a link out to the full order page.
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**Read-only.** Nothing on the phone can change an order's state.
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## API
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```
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GET /api/v1/manager-orders?group=new|processing|completed
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&window=5|7|14|30
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&search=<order no|customer|company|rep>
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&page=1&perPage=20
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```
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Auth is the PB browser session in the `Authorization` header — the
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same `assertBrowserSession` pattern as `/api/v1/boss-dashboard`. The
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response carries `counts` (distinct orders per bucket), `total`,
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`totalPages`, the page of `orders` and `viewerName`.
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## Installing it on a phone
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Open the link on the phone → browser menu → **Add to Home Screen**. It
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installs as a standalone app ("WFDASH — Orders") with its own icon,
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launched in portrait with no browser chrome. iOS needs the
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`apple-mobile-web-app-capable` meta, which the layout sets (Next 16
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only emits the standardised name, which iOS ignores — see the note in
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`(mobile)/m/layout.tsx`).
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The service worker precaches the shell and never caches `/api/`, so a
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stale order count can never be shown.
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