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