WFDASH-WEBAPP/docs
Dave 34d3422586 docs(orders): order assistant runbook final pass
The runbook now matches the code as built.

- New section: filling the lines from the quote — which lines may be
  filled, what is written, the 5% price doubt, the purple review and
  how it ends, and the board badge.
- The "Fill lines from the quote" switch is no longer described as
  reserved for a later phase, and the tick's bounds now say what the
  code does: 10 orders matched, 10 orders filled, and an order with
  nothing to do does not use up that budget.
- Reading order_items.ai_fill is documented alongside orders.ai_quote_match.
- Live steps confirmed against the code: the migration is
  pb:migrate:order-assistant, ai_quote_match and ai_fill are both in
  IGNORED_FIELDS, the n8n tick is POST /api/v1/orders/assistant/tick,
  and the settings labels are "Order assistant enabled", "Run every
  (minutes)", "Auto-link when sure" and "Fill lines from the quote".

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-24 15:34:00 +02:00
..
agents docs(hermes): bump tool count + add 'three quote-creation tools' callout 2026-08-27 07:50:17 +02:00
api-reference feat(quotes): add person_hint for customer resolution in forwarded emails 2026-08-27 11:11:44 +02:00
audit docs(quote-assistant): runbook accuracy, MCP tool listed in API docs 2026-10-16 23:42:44 +02:00
bugs docs(bugs): add post-mortem for MCP initialize handshake bug 2026-08-05 01:53:02 +02:00
example-quotes
pocketbase
sops refactor(sops): streamline SOP documents for roles, consolidating content into quickstart guides for easier reference 2026-09-03 17:57:49 +02:00
superpowers docs(plan): AI order assistant implementation plan 2026-10-24 11:41:21 +02:00
theme-preview
0136daf3-3ebd-4bca-876e-316271a40303.jsonl
AGENT_INSTRUCTIONS.md docs(mcp): document stock_items.set_pricing and create pricing fields 2026-10-01 01:02:44 +02:00
api-mcp-layer.md docs(quote-assistant): runbook accuracy, MCP tool listed in API docs 2026-10-16 23:42:44 +02:00
collection-ai-checks.md feat(collection-confirm): collected stock orders go through Collection Confirm 2026-10-19 17:03:33 +02:00
collection-return-to-pool.md feat(collection): return mistaken pickups to pool 2026-10-21 03:37:01 +02:00
core-recheck-matrix.md
counter-pwa.md feat(counter): add standalone counter order PWA 2026-08-13 09:27:20 +02:00
deliveries-n8n-workflow.md
dev-guide.md
django-nextjs-parity-backlog.md
driver-app-data-source.md
migration-audit.md
n8n-ai-insights-prompt.md
n8n-mcp-setup.md
n8n-watchdog-agent-instructions.md fix(quotes-intake): clamp email_body to PB's 5000-char cap 2026-09-08 10:28:20 +02:00
order-assistant.md docs(orders): order assistant runbook final pass 2026-10-24 15:34:00 +02:00
order-items-schema-standard.md
order-workflow-rules.md
orders-first-rollout.md
pricelist-extraction.md
qa-review.md
qa-review.verify.md
quote-assistant.md docs(quote-assistant): runbook accuracy, MCP tool listed in API docs 2026-10-16 23:42:44 +02:00
quotes-email-monitor.md feat(quotes): resolve customer from person_hint when rep forwards email 2026-08-27 10:45:51 +02:00
quotes-outbound-attachments-deploy.md feat(quotes): split attachments into internal vs outbound with operator upload UI 2026-09-09 13:43:56 +02:00
rep-performance-data-source.md feat(audit): implement audit trail for delivery notes and orders 2026-09-30 01:48:44 +02:00
SHIPPED.md
tv-dashboard.md feat(tv-dashboard): enhance TV dashboard with driver stops and performance metrics 2026-08-19 10:16:49 +02:00
wfdash-v5-deployment.md