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WFDASH-WEBAPP/docs/core-recheck-matrix.md
SJCoetz fd1571e294 Add PocketBase collections, APIs & migration docs 
Introduce PocketBase workflow support, migration tooling, server APIs and documentation. Adds a set of PocketBase collection JSONs (order_items, order_items_v2, collection_pool, delivery_notes, delivery_note_items, repairs) and a large import manifest for workflow collections; includes docs describing MCP/API layer, migration audit, order-item schema and rollout plans. Adds server-side agent/MCP endpoints and services (api/mcp, api/v1/orders, collection-pool, order-items status, health) plus helper modules (pocketbase-admin, orders-service, order-item-status, agent-auth) and a migration script to create order_items_v2/collection_pool. UI: new pages for collection-pool, delivery-notes, repairs and several updates to orders/quotes pages, sidebar, tooltip and pb helpers/types. Also updates package.json (migration script and related changes) and global styles. Required env vars and suggested migration command are documented (e.g. NEXT_PUBLIC_POCKETBASE_URL, PB_ADMIN_EMAIL, PB_ADMIN_PASSWORD, ORDER_ITEMS_COLLECTION; run npm run pb:migrate:orders-v2).
2026-05-25 18:39:33 +02:00

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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.