David/WFDASH-WEBAPP
1
0
Fork 0
Code Issues Pull requests Projects Releases Packages Wiki Activity Actions
WFDASH-WEBAPP/docs/core-recheck-matrix.md
SJCoetz c4e1c62882 chore: standardize line endings and add full test + config scaffolding 
Fix inconsistent line endings across all project files for cross-environment consistency.
Add complete unit test suite covering core utilities, API routes, and server services.
Add Playwright E2E test setup with smoke, auth, and agent API tests.
Update all project configuration files to match standardized formatting.
Fix MCP API error handling to properly propagate HTTP status codes and use correct JSON-RPC error codes.
Add VSCode workspace configuration, extensions, and example MCP config files.
Update .gitignore to exclude new test and build artifacts.
2026-06-11 20:30:02 +02:00

2 KiB
Raw Blame History

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.