WFDASH-WEBAPP/docs/orders-first-rollout.md

Orders-First Rollout Plan

What was implemented

• POST /api/v1/orders/from-quote:
  • creates orders record from a quote
  • copies all quote_items into configured order-items collection
  • defaults to order_items, can target order_items using env var
• GET /api/v1/collection-pool:
  • lists collection_pool records for driver/collection operations
• MCP tools added:
  • orders.create_from_quote
  • collection_pool.list

New collection definitions ready for import

• /D:/NEWBUILD/wfnextjs/docs/pocketbase/order_items.collection.json
• /D:/NEWBUILD/wfnextjs/docs/pocketbase/collection_pool.collection.json

Create collections automatically

Run:

npm run pb:migrate:orders-v2

Required env vars:

• NEXT_PUBLIC_POCKETBASE_URL
• PB_ADMIN_EMAIL
• PB_ADMIN_PASSWORD

Switch API writes to the new order-items collection

Set in .env.local:

ORDER_ITEMS_COLLECTION=order_items

This immediately makes quote-to-order conversion write to order_items.

Quote alignment checks now covered

• Quote-to-order conversion enforces one path.
• Each copied item gets:
  • item_status=pending
  • drv_status=unassigned
  • quote link via quote_item
• Status patcher accepts drv_status and maintains backward compatibility.