WFDASH-WEBAPP/scripts/migrations/2026-06-27-add-order-quote-match-fields.ts

/* eslint-disable */
/**
 * Migration: extend the order ↔ quote matching surface.
 *
 * Adds two fields to the `orders` collection:
 *
 *   1. `quote_reference_text` (text, optional)
 *      Free-text field where the operator pastes the reference they
 *      see on the customer's PO — typically the quote number we
 *      issued, e.g. "Q-2026-04-001", but it can also be a customer's
 *      own reference, an RFQ number, etc.
 *
 *   2. `quote_match_method` (text, optional)
 *      Records HOW the (potential_quote) match was made so the UI can
 *      show the operator why a suggestion exists. One of:
 *        - "exact_quote_number"
 *        - "exact_quote_reference"
 *        - "exact_rfq_number"
 *        - "exact_external_number"
 *        - "company_customer_desc_price"   ← the heuristic fallback
 *        - "no_match"
 *
 * Why these exist:
 *   - Only ~55% of quotes have a real `quote_number` on them (per the
 *     operator). The remaining 45% land via email with only the
 *     customer's own reference / RFQ id / external id, OR with no
 *     reference at all and we have to fall back to fuzzy matching
 *     against company / customer / line item descriptions / pricing.
 *   - The schema already has `potential_quote` +
 *     `potential_quote_confidence` (someone started this work). This
 *     migration just adds the operator's input + the audit trail so
 *     the UI can explain itself.
 *
 * Idempotent — safe to re-run. Each step detects its own "already
 * done" state.
 *
 * Run with:
 *   npx tsx scripts/migrations/2026-06-27-add-order-quote-match-fields.ts
 */
import PocketBase from "pocketbase";
import { readFileSync } from "node:fs";
import { resolve } from "node:path";

function loadEnvFile(name: string) {
  try {
    const raw = readFileSync(resolve(process.cwd(), name), "utf8");
    for (const line of raw.split("\n")) {
      const trimmed = line.trim();
      if (!trimmed || trimmed.startsWith("#")) continue;
      const m = trimmed.match(/^([A-Z0-9_]+)\s*=\s*(.+)$/i);
      if (m && !process.env[m[1]]) {
        process.env[m[1]] = m[2].replace(/^["']|["']$/g, "").trim();
      }
    }
  } catch {
    // file not present — fine, rely on shell env
  }
}
loadEnvFile(".env");
loadEnvFile(".env.local");

async function main() {
  const url = process.env.NEXT_PUBLIC_POCKETBASE_URL;
  const email = process.env.PB_ADMIN_EMAIL;
  const password = process.env.PB_ADMIN_PASSWORD;
  if (!url || !email || !password) {
    throw new Error(
      "Set NEXT_PUBLIC_POCKETBASE_URL, PB_ADMIN_EMAIL, PB_ADMIN_PASSWORD (e.g. sourced from .env.local)."
    );
  }

  const pb = new PocketBase(url);
  await pb.collection("_superusers").authWithPassword(email, password);
  console.log(`[order-quote-match] Authenticated against ${url}`);

  const orders = await pb.collections.getOne("orders");

  // 1. quote_reference_text
  if (!orders.fields.some((f) => f.name === "quote_reference_text")) {
    await pb.collections.update(orders.id, {
      fields: [
        ...orders.fields,
        {
          // Free-text reference the operator sees on the customer's
          // PO. Searched at match time against quote_number /
          // quote_reference / rfq_number / external_number; also
          // drives the fuzzy fallback when no exact key matches.
          name: "quote_reference_text",
          type: "text",
          required: false,
          presentable: false,
          options: { max: 200 },
        },
      ],
    });
    console.log("[order-quote-match] Added orders.quote_reference_text (text, optional).");
  } else {
    console.log("[order-quote-match] orders.quote_reference_text already present — skipping.");
  }

  // Re-fetch so step 2 sees the post-add state.
  const ordersFresh = await pb.collections.getOne("orders");

  // 2. quote_match_method
  if (!ordersFresh.fields.some((f) => f.name === "quote_match_method")) {
    await pb.collections.update(ordersFresh.id, {
      fields: [
        ...ordersFresh.fields,
        {
          // Audit trail for the potential_quote suggestion. Not a
          // select enum on purpose — the set of methods may grow
          // (LLM-based later) and a free text keeps the schema
          // forward-compatible without a migration per addition.
          name: "quote_match_method",
          type: "text",
          required: false,
          presentable: false,
          options: { max: 64 },
        },
      ],
    });
    console.log("[order-quote-match] Added orders.quote_match_method (text, optional).");
  } else {
    console.log("[order-quote-match] orders.quote_match_method already present — skipping.");
  }

  console.log("[order-quote-match] Migration complete.");
}

main().catch((err) => {
  console.error("[order-quote-match] Migration failed:", err);
  process.exit(1);
});