next slice
This commit is contained in:
15
AGENTS.md
15
AGENTS.md
@@ -25,13 +25,14 @@ MRP Codex is a modular Manufacturing Resource Planning platform intended to be a
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Read these before major work:
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- [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md)
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- [README.md](D:/CODING/mrp-codex/README.md)
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- [INSTRUCTIONS.md](D:/CODING/mrp-codex/INSTRUCTIONS.md)
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- [STRUCTURE.md](D:/CODING/mrp-codex/STRUCTURE.md)
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- [ROADMAP.md](D:/CODING/mrp-codex/ROADMAP.md)
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- [UNRAID.md](D:/CODING/mrp-codex/UNRAID.md)
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If implementation changes invalidate those docs, update them in the same change set.
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If implementation changes invalidate those docs, update them in the same change set. Keep `CHANGELOG.md` current for shipped features, behavior changes, and notable operational updates.
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## Architecture rules
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@@ -113,11 +114,11 @@ If implementation changes invalidate those docs, update them in the same change
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Near-term priorities are:
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1. Purchase receiving flow and vendor-side operational depth
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2. Sales and purchasing PDF templates
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3. Shipping labels, bills of lading, and logistics attachments
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4. Projects and program management
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5. Manufacturing execution
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1. Shipping labels, bills of lading, and logistics attachments
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2. Projects and program management
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3. Manufacturing execution
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4. Vendor invoice/supporting-document attachments and broader vendor-side operational depth
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5. Sales approvals and document revision history
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When adding new modules, preserve the ability to extend the system without refactoring the existing app shell.
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@@ -135,7 +136,7 @@ If you cannot run one of those checks, say so explicitly.
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## Git and workflow expectations
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- Keep commits focused and source-only; do not commit generated local build artifacts
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- Update roadmap/docs when major work shifts priorities or architecture
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- Update roadmap/docs and `CHANGELOG.md` when major work shifts priorities, architecture, or shipped functionality
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- Do not remove or overwrite user changes without explicit instruction
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- If a task reveals a persistent operational issue, document it rather than leaving it tribal knowledge
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32
CHANGELOG.md
Normal file
32
CHANGELOG.md
Normal file
@@ -0,0 +1,32 @@
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# Changelog
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This file is the running release and change log for MRP Codex. Keep it updated whenever shipped functionality, architecture expectations, deployment behavior, or operator-facing workflows materially change.
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## Unreleased
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### Added
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- Purchase receiving foundation tied to purchase orders, including warehouse/location receipt posting, receipt history, and per-line received and remaining quantity tracking
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- Branded quote, sales-order, and purchase-order PDFs through the shared backend Puppeteer document pipeline
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### Changed
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- Purchasing detail workflows now support operational receiving directly from the purchase-order record
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- Sales and purchasing detail pages now expose one-click PDF rendering actions
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- Roadmap and project docs now treat shipping/logistics documents as the next active priority after receiving and commercial PDFs
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## 2026-03-14
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### Added
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- Foundation release for auth/RBAC, company settings, CRM, inventory, sales, purchasing, shipping, attachments, and Docker deployment
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- Inventory default-price support flowing into sales documents
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- Purchase-order line restrictions to purchasable inventory items only
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- Shipping foundation with sales-order linkage and packing-slip PDFs
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### Known follow-up areas
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- Shipping labels, bills of lading, and logistics attachments
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- Vendor invoice/supporting-document attachments
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- Sales approvals and document revision history
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- Projects, manufacturing execution, and planning depth
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@@ -1,5 +1,10 @@
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# Development Instructions
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## Documentation maintenance
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- Keep [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md) updated whenever shipped functionality, architecture expectations, deployment behavior, or user-facing workflows materially change.
|
||||
- If a change invalidates [README.md](D:/CODING/mrp-codex/README.md), [STRUCTURE.md](D:/CODING/mrp-codex/STRUCTURE.md), [ROADMAP.md](D:/CODING/mrp-codex/ROADMAP.md), or [UNRAID.md](D:/CODING/mrp-codex/UNRAID.md), update those files in the same change set.
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## Current milestone
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This repository implements the platform foundation milestone:
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@@ -14,6 +19,7 @@ This repository implements the platform foundation milestone:
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- purchase orders with quick actions and searchable vendor/SKU entry
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- purchase orders restricted to inventory items flagged as purchasable
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- purchase receiving foundation with inventory posting and receipt history
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- branded sales and purchasing PDFs through the shared Puppeteer document pipeline
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- shipping shipments linked to sales orders and packing-slip PDFs
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- Dockerized single-container deployment
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- Puppeteer PDF pipeline foundation
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@@ -50,10 +56,10 @@ This repository implements the platform foundation milestone:
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## Next roadmap candidates
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- sales and purchasing document templates
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- shipping labels, bills of lading, and logistics attachments
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- projects and program management
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- manufacturing execution
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- vendor invoice/supporting-document attachments and broader vendor-side operational depth
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- sales approvals and document revision history
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- planning and gantt scheduling with live project/manufacturing data
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- broader audit and operations maturity
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23
README.md
23
README.md
@@ -2,6 +2,11 @@
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Foundation release for a modular Manufacturing Resource Planning platform built with React, Express, Prisma, SQLite, and a single-container Docker deployment.
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## Documentation Maintenance
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|
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- Keep [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md) updated for shipped features, workflow changes, and notable operational updates.
|
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- Keep [README.md](D:/CODING/mrp-codex/README.md), [INSTRUCTIONS.md](D:/CODING/mrp-codex/INSTRUCTIONS.md), [STRUCTURE.md](D:/CODING/mrp-codex/STRUCTURE.md), [ROADMAP.md](D:/CODING/mrp-codex/ROADMAP.md), and [UNRAID.md](D:/CODING/mrp-codex/UNRAID.md) aligned when changes affect their scope.
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Current foundation scope includes:
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- authentication and RBAC
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@@ -13,6 +18,7 @@ Current foundation scope includes:
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- sales quotes and sales orders with searchable customer and SKU entry
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- purchase orders with searchable vendor and SKU entry, restricted to purchasable inventory items
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- purchase receiving with warehouse/location posting and receipt history against purchase orders
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- branded quote, sales-order, and purchase-order PDFs through the shared backend document pipeline
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- shipping shipments linked to sales orders with packing-slip PDFs
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- file storage and PDF rendering
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@@ -35,18 +41,17 @@ Planned cross-module execution areas:
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Near-term priorities:
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||||
|
||||
1. Sales and purchasing PDF templates
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2. Shipping labels, bills of lading, and logistics attachments
|
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3. Projects and program management
|
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4. Manufacturing execution
|
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5. Vendor invoice/supporting-document attachments and broader vendor-facing operational depth
|
||||
1. Shipping labels, bills of lading, and logistics attachments
|
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2. Projects and program management
|
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3. Manufacturing execution
|
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4. Vendor invoice/supporting-document attachments and broader vendor-facing operational depth
|
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5. Sales approvals and revision history
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Revisit / deferred items:
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||||
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||||
- local Windows Prisma migration reliability
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- frontend code-splitting and bundle-size reduction
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- sales approvals and revision history
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- broader branded PDFs beyond company profile and packing slips
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- inventory transfers, reservations, and deeper stock controls
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- deeper audit-trail coverage
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- projects are not yet first-class records even though planning/manufacturing flows will need them
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@@ -205,6 +210,7 @@ The current sales foundation supports:
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- status quick actions directly from quote and order detail pages
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- quote conversion into a sales order
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- line-level unit prices populated from the selected inventory item default price
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- branded quote and sales-order PDFs through the shared document pipeline
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QOL direction:
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@@ -226,11 +232,11 @@ The current purchasing foundation supports:
|
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- document-level tax, freight, subtotal, and total calculations
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- quick status actions directly from purchase-order detail pages
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- vendor payment terms and currency surfaced on purchase-order forms and details
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||||
- branded purchase-order PDFs through the shared document pipeline
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|
||||
QOL direction:
|
||||
|
||||
- vendor invoice/supporting-document attachments
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- purchasing PDFs through the shared document pipeline
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||||
- richer dashboard widgets for vendor queues and inbound material exceptions
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||||
This module introduces `purchasing.read` and `purchasing.write` permissions. After updating the code, restart the server against the migrated database so bootstrap can upsert the new permissions onto the default administrator role.
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@@ -293,6 +299,7 @@ As of March 14, 2026, the latest committed domain migrations include:
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- sales quote and sales-order foundation
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- purchase-order foundation
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- purchase receiving foundation
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- branded sales and purchasing PDF templates
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- inventory default price support
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- sales totals and commercial fields
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- shipping foundation
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@@ -309,4 +316,4 @@ Recent roadmap-driving migrations should always be applied before validating new
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## PDF Generation
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||||
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||||
Puppeteer is used by the backend to render HTML templates into professional PDFs. The current PDF surface includes the branded company-profile preview and shipment packing slips. The Docker image includes Chromium runtime dependencies required for headless execution.
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Puppeteer is used by the backend to render HTML templates into professional PDFs. The current PDF surface includes the branded company-profile preview, sales quotes, sales orders, purchase orders, and shipment packing slips. The Docker image includes Chromium runtime dependencies required for headless execution.
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21
ROADMAP.md
21
ROADMAP.md
@@ -1,5 +1,10 @@
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||||
# Roadmap
|
||||
|
||||
## Documentation maintenance
|
||||
|
||||
- Keep [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md) updated alongside roadmap-driving feature completion, priority shifts, and notable delivery milestones.
|
||||
- When roadmap changes affect implementation guidance or deployment expectations, update the companion docs in [README.md](D:/CODING/mrp-codex/README.md), [INSTRUCTIONS.md](D:/CODING/mrp-codex/INSTRUCTIONS.md), [STRUCTURE.md](D:/CODING/mrp-codex/STRUCTURE.md), and [UNRAID.md](D:/CODING/mrp-codex/UNRAID.md) in the same change set.
|
||||
|
||||
## Product direction
|
||||
|
||||
MRP Codex is being built as a streamlined, modular manufacturing resource planning platform with strong branding controls, fast operational workflows, and a single-container deployment model that is simple to back up and upgrade.
|
||||
@@ -31,6 +36,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
|
||||
- Purchase orders with vendor lookup, item lines, totals, and quick status actions
|
||||
- Purchase-order line selection restricted to inventory items flagged as purchasable
|
||||
- Purchase receiving foundation with warehouse/location posting, receipt history, and per-line received quantity tracking
|
||||
- Branded sales quote, sales order, and purchase-order PDF templates through the shared Puppeteer pipeline
|
||||
- Shipping shipment records linked to sales orders
|
||||
- Packing-slip PDF rendering for shipments
|
||||
- SKU-searchable BOM component selection for inventory-scale datasets
|
||||
@@ -46,7 +52,7 @@ MRP Codex is being built as a streamlined, modular manufacturing resource planni
|
||||
- Prisma migration execution is committed and documented, but local Windows Node 24 schema-engine behavior remains inconsistent; use Node 22 or Docker for migration execution
|
||||
- The frontend bundle is functional but should be code-split later, especially around the gantt module
|
||||
- CRM reporting is now functional, but broader account-role depth and downstream document rollups can still evolve later
|
||||
- The current sales/purchasing/shipping foundation still does not include approvals, revisions, shipment labels, vendor-side attachment handling, or broader branded transactional PDF coverage beyond packing slips
|
||||
- The current sales/purchasing/shipping foundation still does not include approvals, revisions, shipment labels, or vendor-side attachment handling
|
||||
- The dashboard is now live-data driven, but still needs richer KPI widgets, alerts, recent-activity queues, and exception reporting as more transactional depth is added
|
||||
|
||||
## Dashboard Plan
|
||||
@@ -224,8 +230,7 @@ QOL subfeatures:
|
||||
- Local Windows Prisma migration reliability still needs a cleaner documented workflow or tooling wrapper
|
||||
- Frontend bundle splitting is still deferred; the Vite chunk-size warning remains
|
||||
- Sales approvals and document revision history were planned but not yet built
|
||||
- Broader branded PDFs for quotes and sales orders still need to be added
|
||||
- Purchasing PDFs and vendor invoice/supporting-document attachments still need to be added
|
||||
- Vendor invoice/supporting-document attachments still need to be added
|
||||
- Shipping is now linked to sales orders, but labels, bills of lading, and logistics attachments are still pending
|
||||
- Inventory transactions exist, but transfers, reservations, and more advanced stock controls still need follow-up
|
||||
- CRM document rollups and broader account-role depth were deferred until more downstream modules exist
|
||||
@@ -246,8 +251,8 @@ QOL subfeatures:
|
||||
|
||||
## Near-term priority order
|
||||
|
||||
1. Sales and purchasing PDF templates
|
||||
2. Shipping labels, bills of lading, and logistics attachments
|
||||
3. Projects and program management
|
||||
4. Manufacturing execution
|
||||
5. Vendor invoice/supporting-document attachments and broader vendor-side operational depth
|
||||
1. Shipping labels, bills of lading, and logistics attachments
|
||||
2. Projects and program management
|
||||
3. Manufacturing execution
|
||||
4. Vendor invoice/supporting-document attachments and broader vendor-side operational depth
|
||||
5. Sales approvals and document revision history
|
||||
|
||||
@@ -1,5 +1,10 @@
|
||||
# Project Structure
|
||||
|
||||
## Documentation maintenance
|
||||
|
||||
- Keep [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md) updated when structural or implementation changes materially affect shipped behavior.
|
||||
- If structure guidance changes, update the related source-of-truth docs in [README.md](D:/CODING/mrp-codex/README.md), [INSTRUCTIONS.md](D:/CODING/mrp-codex/INSTRUCTIONS.md), [ROADMAP.md](D:/CODING/mrp-codex/ROADMAP.md), [UNRAID.md](D:/CODING/mrp-codex/UNRAID.md), and [AGENTS.md](D:/CODING/mrp-codex/AGENTS.md) as needed.
|
||||
|
||||
## Top-level layout
|
||||
|
||||
- `client/`: frontend application
|
||||
|
||||
@@ -1,5 +1,10 @@
|
||||
# Unraid Install Guide
|
||||
|
||||
## Documentation maintenance
|
||||
|
||||
- Keep [CHANGELOG.md](D:/CODING/mrp-codex/CHANGELOG.md) updated when deployment behavior, startup flow, persistence expectations, or operator-facing install steps materially change.
|
||||
- If Unraid deployment guidance changes, update the companion project docs in [README.md](D:/CODING/mrp-codex/README.md), [INSTRUCTIONS.md](D:/CODING/mrp-codex/INSTRUCTIONS.md), and [ROADMAP.md](D:/CODING/mrp-codex/ROADMAP.md) in the same change set when relevant.
|
||||
|
||||
## Purpose
|
||||
|
||||
This guide explains how to deploy MRP Codex on an Unraid server using the Unraid Docker GUI rather than command-line Docker management.
|
||||
|
||||
@@ -521,6 +521,45 @@ export const api = {
|
||||
|
||||
return response.blob();
|
||||
},
|
||||
async getQuotePdf(token: string, quoteId: string) {
|
||||
const response = await fetch(`/api/v1/documents/sales/quotes/${quoteId}/document.pdf`, {
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
},
|
||||
});
|
||||
|
||||
if (!response.ok) {
|
||||
throw new ApiError("Unable to render quote PDF.", "QUOTE_PDF_FAILED");
|
||||
}
|
||||
|
||||
return response.blob();
|
||||
},
|
||||
async getSalesOrderPdf(token: string, orderId: string) {
|
||||
const response = await fetch(`/api/v1/documents/sales/orders/${orderId}/document.pdf`, {
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
},
|
||||
});
|
||||
|
||||
if (!response.ok) {
|
||||
throw new ApiError("Unable to render sales order PDF.", "SALES_ORDER_PDF_FAILED");
|
||||
}
|
||||
|
||||
return response.blob();
|
||||
},
|
||||
async getPurchaseOrderPdf(token: string, orderId: string) {
|
||||
const response = await fetch(`/api/v1/documents/purchasing/orders/${orderId}/document.pdf`, {
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
},
|
||||
});
|
||||
|
||||
if (!response.ok) {
|
||||
throw new ApiError("Unable to render purchase order PDF.", "PURCHASE_ORDER_PDF_FAILED");
|
||||
}
|
||||
|
||||
return response.blob();
|
||||
},
|
||||
async getCompanyProfilePreviewPdf(token: string) {
|
||||
const response = await fetch("/api/v1/documents/company-profile-preview.pdf", {
|
||||
headers: {
|
||||
|
||||
@@ -21,6 +21,7 @@ export function PurchaseDetailPage() {
|
||||
const [isSavingReceipt, setIsSavingReceipt] = useState(false);
|
||||
const [status, setStatus] = useState("Loading purchase order...");
|
||||
const [isUpdatingStatus, setIsUpdatingStatus] = useState(false);
|
||||
const [isOpeningPdf, setIsOpeningPdf] = useState(false);
|
||||
|
||||
const canManage = user?.permissions.includes("purchasing.write") ?? false;
|
||||
const canReceive = canManage && (user?.permissions.includes(permissions.inventoryWrite) ?? false);
|
||||
@@ -158,6 +159,28 @@ export function PurchaseDetailPage() {
|
||||
}
|
||||
}
|
||||
|
||||
async function handleOpenPdf() {
|
||||
if (!token) {
|
||||
return;
|
||||
}
|
||||
|
||||
setIsOpeningPdf(true);
|
||||
setStatus("Rendering purchase order PDF...");
|
||||
|
||||
try {
|
||||
const blob = await api.getPurchaseOrderPdf(token, activeDocument.id);
|
||||
const objectUrl = URL.createObjectURL(blob);
|
||||
window.open(objectUrl, "_blank", "noopener,noreferrer");
|
||||
window.setTimeout(() => URL.revokeObjectURL(objectUrl), 60_000);
|
||||
setStatus("Purchase order PDF ready.");
|
||||
} catch (error: unknown) {
|
||||
const message = error instanceof ApiError ? error.message : "Unable to render purchase order PDF.";
|
||||
setStatus(message);
|
||||
} finally {
|
||||
setIsOpeningPdf(false);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<section className="space-y-4">
|
||||
<div className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
|
||||
@@ -174,6 +197,14 @@ export function PurchaseDetailPage() {
|
||||
<Link to="/purchasing/orders" className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">
|
||||
Back to purchase orders
|
||||
</Link>
|
||||
<button
|
||||
type="button"
|
||||
onClick={handleOpenPdf}
|
||||
disabled={isOpeningPdf}
|
||||
className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text disabled:cursor-not-allowed disabled:opacity-60"
|
||||
>
|
||||
{isOpeningPdf ? "Rendering PDF..." : "Open PDF"}
|
||||
</button>
|
||||
{canManage ? (
|
||||
<Link to={`/purchasing/orders/${activeDocument.id}/edit`} className="inline-flex items-center justify-center rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white">
|
||||
Edit purchase order
|
||||
|
||||
@@ -20,6 +20,7 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
|
||||
const [status, setStatus] = useState(`Loading ${config.singularLabel.toLowerCase()}...`);
|
||||
const [isUpdatingStatus, setIsUpdatingStatus] = useState(false);
|
||||
const [isConverting, setIsConverting] = useState(false);
|
||||
const [isOpeningPdf, setIsOpeningPdf] = useState(false);
|
||||
const [shipments, setShipments] = useState<ShipmentSummaryDto[]>([]);
|
||||
|
||||
const canManage = user?.permissions.includes(permissions.salesWrite) ?? false;
|
||||
@@ -93,6 +94,31 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
|
||||
}
|
||||
}
|
||||
|
||||
async function handleOpenPdf() {
|
||||
if (!token) {
|
||||
return;
|
||||
}
|
||||
|
||||
setIsOpeningPdf(true);
|
||||
setStatus(`Rendering ${config.singularLabel.toLowerCase()} PDF...`);
|
||||
|
||||
try {
|
||||
const blob =
|
||||
entity === "quote"
|
||||
? await api.getQuotePdf(token, activeDocument.id)
|
||||
: await api.getSalesOrderPdf(token, activeDocument.id);
|
||||
const objectUrl = URL.createObjectURL(blob);
|
||||
window.open(objectUrl, "_blank", "noopener,noreferrer");
|
||||
window.setTimeout(() => URL.revokeObjectURL(objectUrl), 60_000);
|
||||
setStatus(`${config.singularLabel} PDF ready.`);
|
||||
} catch (error: unknown) {
|
||||
const message = error instanceof ApiError ? error.message : `Unable to render ${config.singularLabel.toLowerCase()} PDF.`;
|
||||
setStatus(message);
|
||||
} finally {
|
||||
setIsOpeningPdf(false);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<section className="space-y-4">
|
||||
<div className="rounded-[28px] border border-line/70 bg-surface/90 p-4 shadow-panel 2xl:p-5">
|
||||
@@ -109,6 +135,14 @@ export function SalesDetailPage({ entity }: { entity: SalesDocumentEntity }) {
|
||||
<Link to={config.routeBase} className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text">
|
||||
Back to {config.collectionLabel.toLowerCase()}
|
||||
</Link>
|
||||
<button
|
||||
type="button"
|
||||
onClick={handleOpenPdf}
|
||||
disabled={isOpeningPdf}
|
||||
className="inline-flex items-center justify-center rounded-2xl border border-line/70 px-2 py-2 text-sm font-semibold text-text disabled:cursor-not-allowed disabled:opacity-60"
|
||||
>
|
||||
{isOpeningPdf ? "Rendering PDF..." : "Open PDF"}
|
||||
</button>
|
||||
{canManage ? (
|
||||
<>
|
||||
<Link to={`${config.routeBase}/${activeDocument.id}/edit`} className="inline-flex items-center justify-center rounded-2xl bg-brand px-2 py-2 text-sm font-semibold text-white">
|
||||
|
||||
@@ -3,6 +3,8 @@ import { Router } from "express";
|
||||
|
||||
import { renderPdf } from "../../lib/pdf.js";
|
||||
import { requirePermissions } from "../../lib/rbac.js";
|
||||
import { getPurchaseOrderPdfData } from "../purchasing/service.js";
|
||||
import { getSalesDocumentPdfData } from "../sales/service.js";
|
||||
import { getShipmentPackingSlipData } from "../shipping/service.js";
|
||||
import { getActiveCompanyProfile } from "../settings/service.js";
|
||||
|
||||
@@ -17,6 +19,123 @@ function escapeHtml(value: string) {
|
||||
.replaceAll("'", "'");
|
||||
}
|
||||
|
||||
function formatDate(value: string | null | undefined) {
|
||||
return value ? new Date(value).toLocaleDateString() : "N/A";
|
||||
}
|
||||
|
||||
function buildAddressLines(record: {
|
||||
name: string;
|
||||
addressLine1: string;
|
||||
addressLine2: string;
|
||||
city: string;
|
||||
state: string;
|
||||
postalCode: string;
|
||||
country: string;
|
||||
}) {
|
||||
return [
|
||||
record.name,
|
||||
record.addressLine1,
|
||||
record.addressLine2,
|
||||
`${record.city}, ${record.state} ${record.postalCode}`.trim(),
|
||||
record.country,
|
||||
].filter((line) => line.trim().length > 0);
|
||||
}
|
||||
|
||||
function renderCommercialDocumentPdf(options: {
|
||||
company: Awaited<ReturnType<typeof getActiveCompanyProfile>>;
|
||||
title: string;
|
||||
documentNumber: string;
|
||||
issueDate: string;
|
||||
status: string;
|
||||
partyTitle: string;
|
||||
partyLines: string[];
|
||||
partyMeta: Array<{ label: string; value: string }>;
|
||||
documentMeta: Array<{ label: string; value: string }>;
|
||||
rows: string;
|
||||
totalsRows: string;
|
||||
notes: string;
|
||||
}) {
|
||||
const { company } = options;
|
||||
|
||||
return renderPdf(`
|
||||
<html>
|
||||
<head>
|
||||
<style>
|
||||
@page { margin: 16mm; }
|
||||
body { font-family: ${company.theme.fontFamily}, Arial, sans-serif; color: #1b1f29; font-size: 12px; }
|
||||
.page { display: flex; flex-direction: column; gap: 16px; }
|
||||
.header { display: flex; justify-content: space-between; gap: 24px; border-bottom: 2px solid ${company.theme.primaryColor}; padding-bottom: 16px; }
|
||||
.brand h1 { margin: 0; font-size: 24px; color: ${company.theme.primaryColor}; }
|
||||
.brand p { margin: 6px 0 0; color: #5a6a85; line-height: 1.45; }
|
||||
.document-meta { min-width: 280px; display: grid; grid-template-columns: 1fr 1fr; gap: 12px 18px; }
|
||||
.label { font-size: 10px; text-transform: uppercase; letter-spacing: 0.08em; color: #5a6a85; }
|
||||
.value { margin-top: 4px; font-size: 13px; font-weight: 600; }
|
||||
.grid { display: grid; grid-template-columns: 1.05fr 0.95fr; gap: 16px; }
|
||||
.card { border: 1px solid #d7deeb; border-radius: 14px; padding: 14px 16px; }
|
||||
.card-title { font-size: 10px; text-transform: uppercase; letter-spacing: 0.08em; color: #5a6a85; margin-bottom: 8px; }
|
||||
.stack { display: flex; flex-direction: column; gap: 4px; }
|
||||
table { width: 100%; border-collapse: collapse; }
|
||||
thead th { text-align: left; font-size: 10px; text-transform: uppercase; letter-spacing: 0.08em; color: #5a6a85; background: #f4f7fb; padding: 10px 12px; border-bottom: 1px solid #d7deeb; }
|
||||
tbody td { padding: 12px; border-bottom: 1px solid #e6ebf3; vertical-align: top; }
|
||||
.number { text-align: right; white-space: nowrap; }
|
||||
.item-name { font-weight: 600; }
|
||||
.item-desc { margin-top: 4px; color: #5a6a85; font-size: 11px; }
|
||||
.summary { margin-left: auto; width: 320px; border: 1px solid #d7deeb; border-radius: 14px; overflow: hidden; }
|
||||
.summary table tbody td { padding: 10px 12px; }
|
||||
.summary table tbody tr:last-child td { font-size: 14px; font-weight: 700; background: #f4f7fb; }
|
||||
.notes { border: 1px solid #d7deeb; border-radius: 14px; padding: 14px 16px; min-height: 72px; white-space: pre-line; }
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="page">
|
||||
<div class="header">
|
||||
<div class="brand">
|
||||
<h1>${escapeHtml(company.companyName)}</h1>
|
||||
<p>${escapeHtml(company.addressLine1)}${company.addressLine2 ? `<br/>${escapeHtml(company.addressLine2)}` : ""}<br/>${escapeHtml(company.city)}, ${escapeHtml(company.state)} ${escapeHtml(company.postalCode)}<br/>${escapeHtml(company.country)}</p>
|
||||
</div>
|
||||
<div class="document-meta">
|
||||
<div><div class="label">Document</div><div class="value">${escapeHtml(options.title)}</div></div>
|
||||
<div><div class="label">Number</div><div class="value">${escapeHtml(options.documentNumber)}</div></div>
|
||||
<div><div class="label">Issue Date</div><div class="value">${escapeHtml(formatDate(options.issueDate))}</div></div>
|
||||
<div><div class="label">Status</div><div class="value">${escapeHtml(options.status)}</div></div>
|
||||
${options.documentMeta.map((entry) => `<div><div class="label">${escapeHtml(entry.label)}</div><div class="value">${escapeHtml(entry.value)}</div></div>`).join("")}
|
||||
</div>
|
||||
</div>
|
||||
<div class="grid">
|
||||
<div class="card">
|
||||
<div class="card-title">${escapeHtml(options.partyTitle)}</div>
|
||||
<div class="stack">${options.partyLines.map((line) => `<div>${escapeHtml(line)}</div>`).join("")}</div>
|
||||
</div>
|
||||
<div class="card">
|
||||
<div class="card-title">Contact</div>
|
||||
<div class="stack">${options.partyMeta.map((entry) => `<div><strong>${escapeHtml(entry.label)}:</strong> ${escapeHtml(entry.value)}</div>`).join("")}</div>
|
||||
</div>
|
||||
</div>
|
||||
<table>
|
||||
<thead>
|
||||
<tr>
|
||||
<th style="width: 16%;">SKU</th>
|
||||
<th>Description</th>
|
||||
<th style="width: 9%;" class="number">Qty</th>
|
||||
<th style="width: 9%;" class="number">UOM</th>
|
||||
<th style="width: 13%;" class="number">Unit</th>
|
||||
<th style="width: 14%;" class="number">Line Total</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>${options.rows}</tbody>
|
||||
</table>
|
||||
<div class="summary">
|
||||
<table>
|
||||
<tbody>${options.totalsRows}</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div class="notes"><div class="card-title">Notes</div>${escapeHtml(options.notes || "No notes recorded for this document.")}</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
`);
|
||||
}
|
||||
|
||||
documentsRouter.get("/company-profile-preview.pdf", requirePermissions([permissions.companyRead]), async (_request, response) => {
|
||||
const profile = await getActiveCompanyProfile();
|
||||
const pdf = await renderPdf(`
|
||||
@@ -58,6 +177,180 @@ documentsRouter.get("/company-profile-preview.pdf", requirePermissions([permissi
|
||||
return response.send(pdf);
|
||||
});
|
||||
|
||||
documentsRouter.get(
|
||||
"/sales/quotes/:quoteId/document.pdf",
|
||||
requirePermissions([permissions.salesRead]),
|
||||
async (request, response) => {
|
||||
const quoteId = typeof request.params.quoteId === "string" ? request.params.quoteId : null;
|
||||
if (!quoteId) {
|
||||
response.status(400);
|
||||
return response.send("Invalid quote id.");
|
||||
}
|
||||
|
||||
const [profile, quote] = await Promise.all([getActiveCompanyProfile(), getSalesDocumentPdfData("QUOTE", quoteId)]);
|
||||
if (!quote) {
|
||||
response.status(404);
|
||||
return response.send("Quote was not found.");
|
||||
}
|
||||
|
||||
const rows = quote.lines.map((line) => `
|
||||
<tr>
|
||||
<td>${escapeHtml(line.itemSku)}</td>
|
||||
<td><div class="item-name">${escapeHtml(line.itemName)}</div><div class="item-desc">${escapeHtml(line.description || "")}</div></td>
|
||||
<td class="number">${line.quantity}</td>
|
||||
<td class="number">${escapeHtml(line.unitOfMeasure)}</td>
|
||||
<td class="number">$${line.unitPrice.toFixed(2)}</td>
|
||||
<td class="number">$${line.lineTotal.toFixed(2)}</td>
|
||||
</tr>
|
||||
`).join("");
|
||||
|
||||
const pdf = await renderCommercialDocumentPdf({
|
||||
company: profile,
|
||||
title: "Sales Quote",
|
||||
documentNumber: quote.documentNumber,
|
||||
issueDate: quote.issueDate,
|
||||
status: quote.status,
|
||||
partyTitle: "Bill To",
|
||||
partyLines: buildAddressLines(quote.customer),
|
||||
partyMeta: [
|
||||
{ label: "Email", value: quote.customer.email || "Not set" },
|
||||
{ label: "Phone", value: quote.customer.phone || "Not set" },
|
||||
],
|
||||
documentMeta: [
|
||||
{ label: "Expires", value: formatDate(quote.expiresAt) },
|
||||
],
|
||||
rows,
|
||||
totalsRows: `
|
||||
<tr><td>Subtotal</td><td class="number">$${quote.subtotal.toFixed(2)}</td></tr>
|
||||
<tr><td>Discount (${quote.discountPercent.toFixed(2)}%)</td><td class="number">-$${quote.discountAmount.toFixed(2)}</td></tr>
|
||||
<tr><td>Tax (${quote.taxPercent.toFixed(2)}%)</td><td class="number">$${quote.taxAmount.toFixed(2)}</td></tr>
|
||||
<tr><td>Freight</td><td class="number">$${quote.freightAmount.toFixed(2)}</td></tr>
|
||||
<tr><td>Total</td><td class="number">$${quote.total.toFixed(2)}</td></tr>
|
||||
`,
|
||||
notes: quote.notes,
|
||||
});
|
||||
|
||||
response.setHeader("Content-Type", "application/pdf");
|
||||
response.setHeader("Content-Disposition", `inline; filename=${quote.documentNumber.toLowerCase()}-quote.pdf`);
|
||||
return response.send(pdf);
|
||||
}
|
||||
);
|
||||
|
||||
documentsRouter.get(
|
||||
"/sales/orders/:orderId/document.pdf",
|
||||
requirePermissions([permissions.salesRead]),
|
||||
async (request, response) => {
|
||||
const orderId = typeof request.params.orderId === "string" ? request.params.orderId : null;
|
||||
if (!orderId) {
|
||||
response.status(400);
|
||||
return response.send("Invalid sales order id.");
|
||||
}
|
||||
|
||||
const [profile, order] = await Promise.all([getActiveCompanyProfile(), getSalesDocumentPdfData("ORDER", orderId)]);
|
||||
if (!order) {
|
||||
response.status(404);
|
||||
return response.send("Sales order was not found.");
|
||||
}
|
||||
|
||||
const rows = order.lines.map((line) => `
|
||||
<tr>
|
||||
<td>${escapeHtml(line.itemSku)}</td>
|
||||
<td><div class="item-name">${escapeHtml(line.itemName)}</div><div class="item-desc">${escapeHtml(line.description || "")}</div></td>
|
||||
<td class="number">${line.quantity}</td>
|
||||
<td class="number">${escapeHtml(line.unitOfMeasure)}</td>
|
||||
<td class="number">$${line.unitPrice.toFixed(2)}</td>
|
||||
<td class="number">$${line.lineTotal.toFixed(2)}</td>
|
||||
</tr>
|
||||
`).join("");
|
||||
|
||||
const pdf = await renderCommercialDocumentPdf({
|
||||
company: profile,
|
||||
title: "Sales Order",
|
||||
documentNumber: order.documentNumber,
|
||||
issueDate: order.issueDate,
|
||||
status: order.status,
|
||||
partyTitle: "Bill To",
|
||||
partyLines: buildAddressLines(order.customer),
|
||||
partyMeta: [
|
||||
{ label: "Email", value: order.customer.email || "Not set" },
|
||||
{ label: "Phone", value: order.customer.phone || "Not set" },
|
||||
],
|
||||
documentMeta: [],
|
||||
rows,
|
||||
totalsRows: `
|
||||
<tr><td>Subtotal</td><td class="number">$${order.subtotal.toFixed(2)}</td></tr>
|
||||
<tr><td>Discount (${order.discountPercent.toFixed(2)}%)</td><td class="number">-$${order.discountAmount.toFixed(2)}</td></tr>
|
||||
<tr><td>Tax (${order.taxPercent.toFixed(2)}%)</td><td class="number">$${order.taxAmount.toFixed(2)}</td></tr>
|
||||
<tr><td>Freight</td><td class="number">$${order.freightAmount.toFixed(2)}</td></tr>
|
||||
<tr><td>Total</td><td class="number">$${order.total.toFixed(2)}</td></tr>
|
||||
`,
|
||||
notes: order.notes,
|
||||
});
|
||||
|
||||
response.setHeader("Content-Type", "application/pdf");
|
||||
response.setHeader("Content-Disposition", `inline; filename=${order.documentNumber.toLowerCase()}-sales-order.pdf`);
|
||||
return response.send(pdf);
|
||||
}
|
||||
);
|
||||
|
||||
documentsRouter.get(
|
||||
"/purchasing/orders/:orderId/document.pdf",
|
||||
requirePermissions([permissions.purchasingRead]),
|
||||
async (request, response) => {
|
||||
const orderId = typeof request.params.orderId === "string" ? request.params.orderId : null;
|
||||
if (!orderId) {
|
||||
response.status(400);
|
||||
return response.send("Invalid purchase order id.");
|
||||
}
|
||||
|
||||
const [profile, order] = await Promise.all([getActiveCompanyProfile(), getPurchaseOrderPdfData(orderId)]);
|
||||
if (!order) {
|
||||
response.status(404);
|
||||
return response.send("Purchase order was not found.");
|
||||
}
|
||||
|
||||
const rows = order.lines.map((line) => `
|
||||
<tr>
|
||||
<td>${escapeHtml(line.itemSku)}</td>
|
||||
<td><div class="item-name">${escapeHtml(line.itemName)}</div><div class="item-desc">${escapeHtml(line.description || "")}</div></td>
|
||||
<td class="number">${line.quantity}</td>
|
||||
<td class="number">${escapeHtml(line.unitOfMeasure)}</td>
|
||||
<td class="number">$${line.unitCost.toFixed(2)}</td>
|
||||
<td class="number">$${line.lineTotal.toFixed(2)}</td>
|
||||
</tr>
|
||||
`).join("");
|
||||
|
||||
const pdf = await renderCommercialDocumentPdf({
|
||||
company: profile,
|
||||
title: "Purchase Order",
|
||||
documentNumber: order.documentNumber,
|
||||
issueDate: order.issueDate,
|
||||
status: order.status,
|
||||
partyTitle: "Vendor",
|
||||
partyLines: buildAddressLines(order.vendor),
|
||||
partyMeta: [
|
||||
{ label: "Email", value: order.vendor.email || "Not set" },
|
||||
{ label: "Phone", value: order.vendor.phone || "Not set" },
|
||||
{ label: "Terms", value: order.vendor.paymentTerms || "Not set" },
|
||||
{ label: "Currency", value: order.vendor.currencyCode || "USD" },
|
||||
],
|
||||
documentMeta: [],
|
||||
rows,
|
||||
totalsRows: `
|
||||
<tr><td>Subtotal</td><td class="number">$${order.subtotal.toFixed(2)}</td></tr>
|
||||
<tr><td>Tax (${order.taxPercent.toFixed(2)}%)</td><td class="number">$${order.taxAmount.toFixed(2)}</td></tr>
|
||||
<tr><td>Freight</td><td class="number">$${order.freightAmount.toFixed(2)}</td></tr>
|
||||
<tr><td>Total</td><td class="number">$${order.total.toFixed(2)}</td></tr>
|
||||
`,
|
||||
notes: order.notes,
|
||||
});
|
||||
|
||||
response.setHeader("Content-Type", "application/pdf");
|
||||
response.setHeader("Content-Disposition", `inline; filename=${order.documentNumber.toLowerCase()}-purchase-order.pdf`);
|
||||
return response.send(pdf);
|
||||
}
|
||||
);
|
||||
|
||||
documentsRouter.get(
|
||||
"/shipping/shipments/:shipmentId/packing-slip.pdf",
|
||||
requirePermissions([permissions.shippingRead]),
|
||||
|
||||
@@ -6,6 +6,42 @@ import { prisma } from "../../lib/prisma.js";
|
||||
|
||||
const purchaseOrderModel = prisma.purchaseOrder;
|
||||
|
||||
export interface PurchaseOrderPdfData {
|
||||
documentNumber: string;
|
||||
status: PurchaseOrderStatus;
|
||||
issueDate: string;
|
||||
vendor: {
|
||||
name: string;
|
||||
email: string;
|
||||
phone: string;
|
||||
addressLine1: string;
|
||||
addressLine2: string;
|
||||
city: string;
|
||||
state: string;
|
||||
postalCode: string;
|
||||
country: string;
|
||||
paymentTerms: string | null;
|
||||
currencyCode: string | null;
|
||||
};
|
||||
notes: string;
|
||||
subtotal: number;
|
||||
taxPercent: number;
|
||||
taxAmount: number;
|
||||
freightAmount: number;
|
||||
total: number;
|
||||
lines: Array<{
|
||||
itemSku: string;
|
||||
itemName: string;
|
||||
description: string;
|
||||
quantity: number;
|
||||
receivedQuantity: number;
|
||||
remainingQuantity: number;
|
||||
unitOfMeasure: string;
|
||||
unitCost: number;
|
||||
lineTotal: number;
|
||||
}>;
|
||||
}
|
||||
|
||||
type PurchaseLineRecord = {
|
||||
id: string;
|
||||
description: string;
|
||||
@@ -642,3 +678,80 @@ export async function createPurchaseReceipt(orderId: string, payload: PurchaseRe
|
||||
const detail = await getPurchaseOrderById(orderId);
|
||||
return detail ? { ok: true as const, document: detail } : { ok: false as const, reason: "Unable to load updated purchase order." };
|
||||
}
|
||||
|
||||
export async function getPurchaseOrderPdfData(orderId: string): Promise<PurchaseOrderPdfData | null> {
|
||||
const order = await prisma.purchaseOrder.findUnique({
|
||||
where: { id: orderId },
|
||||
include: {
|
||||
vendor: {
|
||||
select: {
|
||||
name: true,
|
||||
email: true,
|
||||
phone: true,
|
||||
addressLine1: true,
|
||||
addressLine2: true,
|
||||
city: true,
|
||||
state: true,
|
||||
postalCode: true,
|
||||
country: true,
|
||||
paymentTerms: true,
|
||||
currencyCode: true,
|
||||
},
|
||||
},
|
||||
lines: {
|
||||
include: {
|
||||
item: {
|
||||
select: {
|
||||
sku: true,
|
||||
name: true,
|
||||
},
|
||||
},
|
||||
receiptLines: {
|
||||
select: {
|
||||
quantity: true,
|
||||
},
|
||||
},
|
||||
},
|
||||
orderBy: [{ position: "asc" }, { createdAt: "asc" }],
|
||||
},
|
||||
},
|
||||
});
|
||||
|
||||
if (!order) {
|
||||
return null;
|
||||
}
|
||||
|
||||
const lines = order.lines.map((line) => {
|
||||
const receivedQuantity = line.receiptLines.reduce((sum, receiptLine) => sum + receiptLine.quantity, 0);
|
||||
return {
|
||||
itemSku: line.item.sku,
|
||||
itemName: line.item.name,
|
||||
description: line.description,
|
||||
quantity: line.quantity,
|
||||
receivedQuantity,
|
||||
remainingQuantity: Math.max(0, line.quantity - receivedQuantity),
|
||||
unitOfMeasure: line.unitOfMeasure,
|
||||
unitCost: line.unitCost,
|
||||
lineTotal: line.quantity * line.unitCost,
|
||||
};
|
||||
});
|
||||
const totals = calculateTotals(
|
||||
lines.reduce((sum, line) => sum + line.lineTotal, 0),
|
||||
order.taxPercent,
|
||||
order.freightAmount
|
||||
);
|
||||
|
||||
return {
|
||||
documentNumber: order.documentNumber,
|
||||
status: order.status as PurchaseOrderStatus,
|
||||
issueDate: order.issueDate.toISOString(),
|
||||
vendor: order.vendor,
|
||||
notes: order.notes,
|
||||
subtotal: totals.subtotal,
|
||||
taxPercent: totals.taxPercent,
|
||||
taxAmount: totals.taxAmount,
|
||||
freightAmount: totals.freightAmount,
|
||||
total: totals.total,
|
||||
lines,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -10,6 +10,42 @@ import type {
|
||||
|
||||
import { prisma } from "../../lib/prisma.js";
|
||||
|
||||
export interface SalesDocumentPdfData {
|
||||
type: SalesDocumentType;
|
||||
documentNumber: string;
|
||||
status: SalesDocumentStatus;
|
||||
issueDate: string;
|
||||
expiresAt: string | null;
|
||||
customer: {
|
||||
name: string;
|
||||
email: string;
|
||||
phone: string;
|
||||
addressLine1: string;
|
||||
addressLine2: string;
|
||||
city: string;
|
||||
state: string;
|
||||
postalCode: string;
|
||||
country: string;
|
||||
};
|
||||
notes: string;
|
||||
subtotal: number;
|
||||
discountPercent: number;
|
||||
discountAmount: number;
|
||||
taxPercent: number;
|
||||
taxAmount: number;
|
||||
freightAmount: number;
|
||||
total: number;
|
||||
lines: Array<{
|
||||
itemSku: string;
|
||||
itemName: string;
|
||||
description: string;
|
||||
quantity: number;
|
||||
unitOfMeasure: string;
|
||||
unitPrice: number;
|
||||
lineTotal: number;
|
||||
}>;
|
||||
}
|
||||
|
||||
type SalesLineRecord = {
|
||||
id: string;
|
||||
description: string;
|
||||
@@ -475,3 +511,80 @@ export async function convertQuoteToSalesOrder(quoteId: string) {
|
||||
const order = await getSalesDocumentById("ORDER", created.id);
|
||||
return order ? { ok: true as const, document: order } : { ok: false as const, reason: "Unable to load converted sales order." };
|
||||
}
|
||||
|
||||
export async function getSalesDocumentPdfData(type: SalesDocumentType, documentId: string): Promise<SalesDocumentPdfData | null> {
|
||||
const include = {
|
||||
customer: {
|
||||
select: {
|
||||
name: true,
|
||||
email: true,
|
||||
phone: true,
|
||||
addressLine1: true,
|
||||
addressLine2: true,
|
||||
city: true,
|
||||
state: true,
|
||||
postalCode: true,
|
||||
country: true,
|
||||
},
|
||||
},
|
||||
lines: {
|
||||
include: {
|
||||
item: {
|
||||
select: {
|
||||
sku: true,
|
||||
name: true,
|
||||
},
|
||||
},
|
||||
},
|
||||
orderBy: [{ position: "asc" as const }, { createdAt: "asc" as const }],
|
||||
},
|
||||
};
|
||||
const record =
|
||||
type === "QUOTE"
|
||||
? await prisma.salesQuote.findUnique({
|
||||
where: { id: documentId },
|
||||
include,
|
||||
})
|
||||
: await prisma.salesOrder.findUnique({
|
||||
where: { id: documentId },
|
||||
include,
|
||||
});
|
||||
|
||||
if (!record) {
|
||||
return null;
|
||||
}
|
||||
|
||||
const lines = record.lines.map((line: { item: { sku: string; name: string }; description: string; quantity: number; unitOfMeasure: string; unitPrice: number }) => ({
|
||||
itemSku: line.item.sku,
|
||||
itemName: line.item.name,
|
||||
description: line.description,
|
||||
quantity: line.quantity,
|
||||
unitOfMeasure: line.unitOfMeasure,
|
||||
unitPrice: line.unitPrice,
|
||||
lineTotal: line.quantity * line.unitPrice,
|
||||
}));
|
||||
const totals = calculateTotals(
|
||||
lines.reduce((sum: number, line: SalesDocumentPdfData["lines"][number]) => sum + line.lineTotal, 0),
|
||||
record.discountPercent,
|
||||
record.taxPercent,
|
||||
record.freightAmount
|
||||
);
|
||||
|
||||
return {
|
||||
type,
|
||||
documentNumber: record.documentNumber,
|
||||
status: record.status as SalesDocumentStatus,
|
||||
issueDate: record.issueDate.toISOString(),
|
||||
expiresAt: "expiresAt" in record && record.expiresAt ? record.expiresAt.toISOString() : null,
|
||||
customer: record.customer,
|
||||
notes: record.notes,
|
||||
subtotal: totals.subtotal,
|
||||
discountPercent: totals.discountPercent,
|
||||
discountAmount: totals.discountAmount,
|
||||
taxPercent: totals.taxPercent,
|
||||
taxAmount: totals.taxAmount,
|
||||
freightAmount: totals.freightAmount,
|
||||
total: totals.total,
|
||||
lines,
|
||||
};
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user