feat(odin): Phase 2a read-only agentic assistant + tool-trace UI

- agentic chat loop (max 6 round-trips, budget re-checked between iterations)
  over 10 read-only, permission-delegated tools in src/services/ai-tools.ts
- persist assistant tool trace in ai_chat_messages.content_json (+ migration)
- consulted-tools chips in OdinThread; header now shows month spend only
  (budget cap hidden from the UI, server-side 402 guard unchanged)
- seed: ai.use permission; Settings exposes the ai permission module
- docs: REVIEW consolidation; deployment-guide.md superseded by docs/release.md

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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# Warehouse (Sklad) Module Design
**Date:** 2026-05-29
**Status:** Approved
**Module:** Warehouse/Inventory management for boha-app-ts
---
## Overview
Full warehouse management module under the Administration section. Tracks material receiving, issuing, reservations, inventory, and project assignment. Uses true FIFO with batch-level tracking, document-driven architecture (header + lines), and integrates with existing projects, number sequences, and NAS file storage.
---
## Requirements
### Movements
- **Receipt (Prijem):** Material enters warehouse. Multi-item document with delivery note attachment.
- **Issue (Vydej):** Material leaves warehouse, mandatory project assignment. Multi-item document.
- **Reservation:** Virtual hold on stock before issue. Reduces available qty but not physical stock. Issue consumes reservation.
- **Inventory (Inventura):** Corrective movements based on physical count vs system count.
- **Storno:** Cancel a confirmed receipt or issue. Creates opposite corrective movements, preserves audit trail.
### Catalog
- Each material has: catalog number, name, description, category, unit, min quantity.
- Categories are user-defined (CRUD).
- Units are fixed list: ks, m, kg, bal, sada, m2, m3, l.
- Items can be soft-deactivated (is_active=false).
### Pricing
- Purchase price per unit, recorded bez DPH.
- True FIFO: each receipt line creates a batch. Issues consume oldest batches first.
- Batch-level tracking with remaining quantity.
### Delivery Notes
- File attachment (PDF/image) uploaded to NAS.
- Delivery note number and date stored as metadata on receipt header.
### Suppliers
- Separate `sklad_suppliers` table (ICO, DIC, contact info).
- Not shared with customers table.
### Locations
- Warehouse has named locations/shelves (code + name, e.g. "A1 - Regal A, police 1").
- Junction table tracks qty per item per location.
### Projects
- Every issue is mandatory FK to `projects` table.
- No free/issues without project assignment.
### Min Stock Alerts
- Each item has optional `min_quantity`.
- Dashboard highlights items below minimum.
- No email notification (UI alert only).
### Immutability
- All movements are immutable once confirmed.
- Corrections via storno (cancel receipt/issue) which creates opposite movements.
- Draft movements can be edited freely.
### Numbering
- Auto-numbering via `number_sequences` on confirm.
- Types: `warehouse_receipt` (e.g. PRI-2026-001), `warehouse_issue` (e.g. VYD-2026-001).
### Issue Documents
- No PDF generation for issues. Record only in system.
### Reports
- Stock status: all items with qty, min_qty, value, below-min flag.
- Project consumption: material consumed per project (filter by project, date range).
- Movement log: all receipts + issues with filters.
- Below minimum: items under min_quantity.
---
## Architecture: Document-Driven
Each movement type is a document (header + lines), matching the existing invoice/offer pattern.
### Document Flow
```
DRAFT → CONFIRMED (affects stock)
DRAFT → CANCELLED (no stock effect)
CONFIRMED → CANCELLED (storno: reverses stock changes)
```
Only CONFIRMED documents affect `sklad_batches`, `sklad_item_locations`, and reservations.
---
## Database Schema
### Enums
```prisma
enum sklad_receipt_status {
DRAFT
CONFIRMED
CANCELLED
}
enum sklad_issue_status {
DRAFT
CONFIRMED
CANCELLED
}
enum sklad_reservation_status {
ACTIVE
FULFILLED
CANCELLED
}
enum sklad_inventory_status {
DRAFT
CONFIRMED
}
```
### Master Data
```prisma
model sklad_categories {
id Int @id @default(autoincrement())
name String @db.VarChar(100)
description String? @db.Text
sort_order Int @default(0)
created_at DateTime? @default(now()) @db.DateTime(0)
modified_at DateTime? @db.DateTime(0)
items sklad_items[]
@@map("sklad_categories")
}
model sklad_suppliers {
id Int @id @default(autoincrement())
name String @db.VarChar(255)
ico String? @db.VarChar(20)
dic String? @db.VarChar(20)
contact_person String? @db.VarChar(255)
email String? @db.VarChar(255)
phone String? @db.VarChar(50)
address String? @db.Text
notes String? @db.Text
is_active Boolean @default(true)
created_at DateTime? @default(now()) @db.DateTime(0)
modified_at DateTime? @db.DateTime(0)
receipts sklad_receipts[]
@@map("sklad_suppliers")
}
model sklad_locations {
id Int @id @default(autoincrement())
code String @unique @db.VarChar(20)
name String @db.VarChar(100)
description String? @db.Text
is_active Boolean @default(true)
created_at DateTime? @default(now()) @db.DateTime(0)
modified_at DateTime? @db.DateTime(0)
items sklad_item_locations[]
@@map("sklad_locations")
}
model sklad_items {
id Int @id @default(autoincrement())
item_number String? @unique @db.VarChar(50)
name String @db.VarChar(255)
description String? @db.Text
category_id Int?
unit String @db.VarChar(20)
min_quantity Decimal? @db.Decimal(12, 3)
is_active Boolean @default(true)
notes String? @db.Text
created_at DateTime? @default(now()) @db.DateTime(0)
modified_at DateTime? @db.DateTime(0)
category sklad_categories? @relation(fields: [category_id], references: [id])
batches sklad_batches[]
item_locations sklad_item_locations[]
@@index([category_id], map: "sklad_items_category_id")
@@map("sklad_items")
}
```
### FIFO Batches & Location Tracking
```prisma
model sklad_batches {
id Int @id @default(autoincrement())
item_id Int
receipt_line_id Int
quantity Decimal @db.Decimal(12, 3)
original_qty Decimal @db.Decimal(12, 3)
unit_price Decimal @db.Decimal(12, 2)
received_at DateTime? @db.DateTime(0)
is_consumed Boolean @default(false)
item sklad_items @relation(fields: [item_id], references: [id])
receipt_line sklad_receipt_lines @relation(fields: [receipt_line_id], references: [id])
@@index([item_id, is_consumed, received_at], map: "sklad_batches_fifo")
@@map("sklad_batches")
}
model sklad_item_locations {
id Int @id @default(autoincrement())
item_id Int
location_id Int
quantity Decimal @default(0) @db.Decimal(12, 3)
item sklad_items @relation(fields: [item_id], references: [id])
location sklad_locations @relation(fields: [location_id], references: [id])
@@unique([item_id, location_id], map: "sklad_item_locations_unique")
@@map("sklad_item_locations")
}
```
### Receipts
```prisma
model sklad_receipts {
id Int @id @default(autoincrement())
receipt_number String? @db.VarChar(50)
supplier_id Int?
delivery_note_number String? @db.VarChar(100)
delivery_note_date DateTime? @db.DateTime(0)
received_by Int?
notes String? @db.Text
status sklad_receipt_status @default(DRAFT)
created_at DateTime? @default(now()) @db.DateTime(0)
modified_at DateTime? @db.DateTime(0)
supplier sklad_suppliers? @relation(fields: [supplier_id], references: [id])
received_by_user users? @relation(fields: [received_by], references: [id])
lines sklad_receipt_lines[]
attachments sklad_receipt_attachments[]
@@map("sklad_receipts")
}
model sklad_receipt_lines {
id Int @id @default(autoincrement())
receipt_id Int
item_id Int
quantity Decimal @db.Decimal(12, 3)
unit_price Decimal @db.Decimal(12, 2)
location_id Int?
notes String? @db.VarChar(255)
receipt sklad_receipts @relation(fields: [receipt_id], references: [id])
item sklad_items @relation(fields: [item_id], references: [id])
location sklad_locations? @relation(fields: [location_id], references: [id])
batch sklad_batches?
@@index([receipt_id], map: "sklad_receipt_lines_receipt_id")
@@map("sklad_receipt_lines")
}
model sklad_receipt_attachments {
id Int @id @default(autoincrement())
receipt_id Int
file_name String @db.VarChar(255)
file_mime String @db.VarChar(100)
file_size Int
file_path String @db.VarChar(500)
created_at DateTime? @default(now()) @db.DateTime(0)
receipt sklad_receipts @relation(fields: [receipt_id], references: [id])
@@map("sklad_receipt_attachments")
}
```
### Issues
```prisma
model sklad_issues {
id Int @id @default(autoincrement())
issue_number String? @db.VarChar(50)
project_id Int
issued_by Int?
notes String? @db.Text
status sklad_issue_status @default(DRAFT)
created_at DateTime? @default(now()) @db.DateTime(0)
modified_at DateTime? @db.DateTime(0)
project projects @relation(fields: [project_id], references: [id])
issued_by_user users? @relation(fields: [issued_by], references: [id])
lines sklad_issue_lines[]
@@map("sklad_issues")
}
model sklad_issue_lines {
id Int @id @default(autoincrement())
issue_id Int
item_id Int
batch_id Int
quantity Decimal @db.Decimal(12, 3)
location_id Int?
reservation_id Int?
notes String? @db.VarChar(255)
issue sklad_issues @relation(fields: [issue_id], references: [id])
item sklad_items @relation(fields: [item_id], references: [id])
batch sklad_batches @relation(fields: [batch_id], references: [id])
location sklad_locations? @relation(fields: [location_id], references: [id])
reservation sklad_reservations? @relation(fields: [reservation_id], references: [id])
@@index([issue_id], map: "sklad_issue_lines_issue_id")
@@map("sklad_issue_lines")
}
```
### Reservations
```prisma
model sklad_reservations {
id Int @id @default(autoincrement())
item_id Int
project_id Int
quantity Decimal @db.Decimal(12, 3)
remaining_qty Decimal @db.Decimal(12, 3)
reserved_by Int?
notes String? @db.Text
status sklad_reservation_status @default(ACTIVE)
created_at DateTime? @default(now()) @db.DateTime(0)
modified_at DateTime? @db.DateTime(0)
item sklad_items @relation(fields: [item_id], references: [id])
project projects @relation(fields: [project_id], references: [id])
reserved_by_user users? @relation(fields: [reserved_by], references: [id])
issue_lines sklad_issue_lines[]
@@index([item_id, status], map: "sklad_reservations_item_status")
@@map("sklad_reservations")
}
```
### Inventory
```prisma
model sklad_inventory_sessions {
id Int @id @default(autoincrement())
session_number String? @db.VarChar(50)
notes String? @db.Text
status sklad_inventory_status @default(DRAFT)
created_at DateTime? @default(now()) @db.DateTime(0)
modified_at DateTime? @db.DateTime(0)
lines sklad_inventory_lines[]
@@map("sklad_inventory_sessions")
}
model sklad_inventory_lines {
id Int @id @default(autoincrement())
session_id Int
item_id Int
location_id Int?
system_qty Decimal @db.Decimal(12, 3)
actual_qty Decimal @db.Decimal(12, 3)
difference Decimal @db.Decimal(12, 3)
notes String? @db.VarChar(255)
session sklad_inventory_sessions @relation(fields: [session_id], references: [id])
item sklad_items @relation(fields: [item_id], references: [id])
location sklad_locations? @relation(fields: [location_id], references: [id])
@@index([session_id], map: "sklad_inventory_lines_session_id")
@@map("sklad_inventory_lines")
}
```
**Total: 13 models + 5 enums**
---
## API Endpoints
All under prefix `/api/admin/warehouse`.
### Items (warehouse.manage)
| Method | Path | Description |
| ------ | ------------ | ------------------------------------------------------------- |
| GET | `/items` | List items (paginated, filter by category, search, below-min) |
| GET | `/items/:id` | Item detail with batches, locations, reservations |
| POST | `/items` | Create item |
| PUT | `/items/:id` | Update item |
| DELETE | `/items/:id` | Soft-delete (is_active=false) |
### Categories (warehouse.manage)
| Method | Path | Description |
| ------ | ----------------- | ------------------------- |
| GET | `/categories` | List all |
| POST | `/categories` | Create |
| PUT | `/categories/:id` | Update |
| DELETE | `/categories/:id` | Delete (only if no items) |
### Suppliers (warehouse.manage)
| Method | Path | Description |
| ------ | ---------------- | ----------------------------- |
| GET | `/suppliers` | List (paginated, search) |
| GET | `/suppliers/:id` | Detail |
| POST | `/suppliers` | Create |
| PUT | `/suppliers/:id` | Update |
| DELETE | `/suppliers/:id` | Soft-delete (is_active=false) |
### Locations (warehouse.manage)
| Method | Path | Description |
| ------ | ---------------- | ------------------------------------- |
| GET | `/locations` | List all |
| POST | `/locations` | Create |
| PUT | `/locations/:id` | Update |
| DELETE | `/locations/:id` | Delete (only if no items at location) |
### Receipts (warehouse.operate)
| Method | Path | Description |
| ------ | ----------------------------------------- | ------------------------------------------------------------- |
| GET | `/receipts` | List (paginated, filter by status/supplier/date) |
| GET | `/receipts/:id` | Detail with lines + attachments |
| POST | `/receipts` | Create receipt (DRAFT, with lines) |
| PUT | `/receipts/:id` | Update receipt + lines (DRAFT only) |
| POST | `/receipts/:id/confirm` | Confirm: creates batches, updates locations, generates number |
| POST | `/receipts/:id/cancel` | Cancel: storno batches if confirmed |
| POST | `/receipts/:id/attachments` | Upload delivery note (multipart) |
| DELETE | `/receipts/:id/attachments/:attachmentId` | Delete attachment |
### Issues (warehouse.operate)
| Method | Path | Description |
| ------ | --------------------- | --------------------------------------------------------------------------------------- |
| GET | `/issues` | List (paginated, filter by status/project/date) |
| GET | `/issues/:id` | Detail with lines |
| POST | `/issues` | Create issue (DRAFT, with lines) |
| PUT | `/issues/:id` | Update issue + lines (DRAFT only) |
| POST | `/issues/:id/confirm` | Confirm: decrements batches, updates locations, fulfills reservations, generates number |
| POST | `/issues/:id/cancel` | Cancel: restores batch quantities if confirmed |
### Reservations (warehouse.operate)
| Method | Path | Description |
| ------ | -------------------------- | ------------------------------------ |
| GET | `/reservations` | List (filter by item/project/status) |
| POST | `/reservations` | Create reservation |
| POST | `/reservations/:id/cancel` | Cancel reservation |
### Inventory (warehouse.inventory)
| Method | Path | Description |
| ------ | --------------------------------- | --------------------------------------- |
| GET | `/inventory-sessions` | List sessions |
| GET | `/inventory-sessions/:id` | Detail with lines |
| POST | `/inventory-sessions` | Create session (system_qty auto-filled) |
| PUT | `/inventory-sessions/:id` | Update lines (DRAFT only) |
| POST | `/inventory-sessions/:id/confirm` | Confirm: creates corrective movements |
### Reports (warehouse.view)
| Method | Path | Description |
| ------ | ------------------------------ | ---------------------------------------------------- |
| GET | `/reports/stock-status` | All items with qty, min_qty, value, below-min flag |
| GET | `/reports/project-consumption` | Material per project (filter by project, date range) |
| GET | `/reports/movement-log` | All movements with filters |
| GET | `/reports/below-minimum` | Items below min_quantity |
### Utility (warehouse.view)
| Method | Path | Description |
| ------ | -------------------------- | -------------------------------------- |
| GET | `/items/:id/available-qty` | Available qty (total stock - reserved) |
| GET | `/items/:id/batches` | FIFO batch queue for item |
---
## Business Logic
### Receipt Confirm (single Prisma transaction)
1. Validate status is DRAFT
2. Generate `receipt_number` via `number_sequences` (type: `warehouse_receipt`)
3. For each receipt line:
- Create `sklad_batches` row (quantity = original_qty = line qty, unit_price from line, received_at = now)
- Upsert `sklad_item_locations` (add qty to specified location)
4. Update receipt status to CONFIRMED
5. Log audit
### Receipt Cancel
**If DRAFT:** Set status to CANCELLED. No stock changes.
**If CONFIRMED (storno):**
1. Validate no issue lines have consumed batches from this receipt
2. For each receipt line / batch:
- If batch is fully consumed (is_consumed=true), reject cancellation
- Decrement `sklad_item_locations` by batch remaining quantity
- Delete the batch row
3. Set receipt status to CANCELLED
4. Log audit
### Issue Confirm (single Prisma transaction)
1. Validate status is DRAFT
2. For each issue line, validate: batch has enough remaining quantity
3. Generate `issue_number` via `number_sequences` (type: `warehouse_issue`)
4. For each issue line:
- Decrement `sklad_batches.quantity`, set `is_consumed=true` if 0
- Decrement `sklad_item_locations.quantity`
- If `reservation_id` set, decrement `sklad_reservations.remaining_qty`
5. Check reservations: if remaining_qty = 0, set status to FULFILLED
6. Update issue status to CONFIRMED
7. Log audit
### Issue Cancel
**If DRAFT:** Set status to CANCELLED. No stock changes.
**If CONFIRMED (storno):**
1. For each issue line:
- Increment `sklad_batches.quantity`, set `is_consumed=false` if was true
- Increment `sklad_item_locations.quantity`
- If `reservation_id` set, increment `sklad_reservations.remaining_qty`, set status back to ACTIVE if was FULFILLED
2. Set issue status to CANCELLED
3. Log audit
### Auto-FIFO on Issue Creation
When creating an issue line, if user doesn't pick a specific batch:
- Service selects oldest unconsumed batches for the item (via `sklad_batches_fifo` index)
- May span multiple batches if quantity exceeds one batch's remaining qty
- Frontend shows available batches for manual override
### Reservation Creation
1. Validate item exists and is_active
2. Calculate available_qty = total stock qty - sum of active reservation quantities for this item
3. Validate available_qty >= requested quantity
4. Create reservation with quantity = remaining_qty
5. Does NOT modify `sklad_batches` or `sklad_item_locations`
### Inventory Confirm (single Prisma transaction)
1. Validate status is DRAFT
2. For each inventory line where difference != 0:
- If difference > 0 (more stock than system): create a corrective receipt (type: inventory, auto-confirmed)
- If difference < 0 (less stock than system): create a corrective issue (type: inventory, auto-confirmed)
3. Generate `session_number` via `number_sequences` (type: `warehouse_inventory`)
4. Set status to CONFIRMED
5. Log audit
---
## Frontend
### Sidebar
Entry in `Sidebar.tsx` with permission `warehouse.view`:
- Icon: package/box icon
- Label: "Sklad"
- Path: `/warehouse`
### Pages (lazy-loaded)
| Route | Component | Permission |
| ------------------------------ | ------------------------ | ------------------- |
| `/warehouse` | Warehouse | warehouse.view |
| `/warehouse/items` | WarehouseItems | warehouse.view |
| `/warehouse/items/:id` | WarehouseItemDetail | warehouse.view |
| `/warehouse/receipts` | WarehouseReceipts | warehouse.view |
| `/warehouse/receipts/new` | WarehouseReceiptForm | warehouse.operate |
| `/warehouse/receipts/:id` | WarehouseReceiptDetail | warehouse.view |
| `/warehouse/receipts/:id/edit` | WarehouseReceiptForm | warehouse.operate |
| `/warehouse/issues` | WarehouseIssues | warehouse.view |
| `/warehouse/issues/new` | WarehouseIssueForm | warehouse.operate |
| `/warehouse/issues/:id` | WarehouseIssueDetail | warehouse.view |
| `/warehouse/issues/:id/edit` | WarehouseIssueForm | warehouse.operate |
| `/warehouse/reservations` | WarehouseReservations | warehouse.view |
| `/warehouse/inventory` | WarehouseInventory | warehouse.inventory |
| `/warehouse/inventory/new` | WarehouseInventoryForm | warehouse.inventory |
| `/warehouse/inventory/:id` | WarehouseInventoryDetail | warehouse.inventory |
| `/warehouse/reports` | WarehouseReports | warehouse.view |
| `/warehouse/suppliers` | WarehouseSuppliers | warehouse.manage |
| `/warehouse/locations` | WarehouseLocations | warehouse.manage |
| `/warehouse/categories` | WarehouseCategories | warehouse.manage |
### Warehouse Dashboard
- Summary cards: total items, total stock value, below-minimum count, active reservations
- Below-minimum alert section (highlighted)
- Recent movements (last 10)
### WarehouseReports
- Tab-based: Stock Status | Project Consumption | Movement Log | Below Minimum
- Each tab has filters (date range, project, category, supplier)
- Paginated data tables with sorting
### Key Shared Components
| Component | Purpose |
| ---------------------- | ----------------------------------------------------------------------------- |
| ItemPicker | Searchable item selector (name + catalog number), used in receipt/issue forms |
| BatchPicker | FIFO batch selector for issue lines, shows available qty per batch |
| LocationSelect | Location dropdown |
| SupplierSelect | Supplier dropdown |
| WarehouseMovementTable | Reusable multi-line editor for receipt/issue lines |
### Query Keys
```
["warehouse"] -> invalidates all
["warehouse", "items", filters] -> item list
["warehouse", "items", id] -> item detail
["warehouse", "receipts", filters] -> receipt list
["warehouse", "receipts", id] -> receipt detail
["warehouse", "issues", filters] -> issue list
["warehouse", "issues", id] -> issue detail
["warehouse", "reservations", filters] -> reservation list
["warehouse", "inventory", filters] -> inventory sessions
["warehouse", "inventory", id] -> inventory detail
["warehouse", "suppliers", filters] -> supplier list
["warehouse", "locations"] -> location list
["warehouse", "categories"] -> category list
["warehouse", "reports", type, filters] -> report data
```
Mutation invalidation: broad `["warehouse"]` for any create/update/delete.
---
## Permissions
| Permission | Display Name | Module | Description |
| --------------------- | -------------- | ------ | ------------------------------------------------------ |
| `warehouse.view` | Zobrazit sklad | sklad | View stock status, items, reports, movement history |
| `warehouse.operate` | Prijem a vydej | sklad | Create/confirm receipts, issues, reservations |
| `warehouse.manage` | Sprava skladu | sklad | Manage items catalog, suppliers, locations, categories |
| `warehouse.inventory` | Inventura | sklad | Create/confirm inventory sessions |
---
## Number Sequences
Three new types registered in `number_sequences`:
- `warehouse_receipt` - generated on receipt confirm
- `warehouse_issue` - generated on issue confirm
- `warehouse_inventory` - generated on inventory session confirm
Pattern configurable via `company_settings`, same as invoices.
---
## File Storage
Receipt attachments use existing `NasFinancialsManager`:
- Stored under `warehouse/YYYY/MM/` on NAS
- DB metadata in `sklad_receipt_attachments` (file_name, file_mime, file_size, file_path)
- Upload via `@fastify/multipart`
---
## File Structure
### New Files
```
src/
routes/admin/warehouse.ts
services/warehouse.service.ts
schemas/warehouse.schema.ts
admin/
pages/
Warehouse.tsx
WarehouseItems.tsx
WarehouseItemDetail.tsx
WarehouseReceipts.tsx
WarehouseReceiptDetail.tsx
WarehouseReceiptForm.tsx
WarehouseIssues.tsx
WarehouseIssueDetail.tsx
WarehouseIssueForm.tsx
WarehouseReservations.tsx
WarehouseInventory.tsx
WarehouseInventoryDetail.tsx
WarehouseInventoryForm.tsx
WarehouseReports.tsx
WarehouseSuppliers.tsx
WarehouseLocations.tsx
WarehouseCategories.tsx
lib/queries/warehouse.ts
components/warehouse/
ItemPicker.tsx
BatchPicker.tsx
LocationSelect.tsx
SupplierSelect.tsx
WarehouseMovementTable.tsx
```
### Modified Files
| File | Change |
| ---------------------------------- | ---------------------------------- |
| `src/server.ts` | Import + register warehouse routes |
| `src/types/index.ts` | Add 8 EntityType values |
| `src/admin/AdminApp.tsx` | Lazy imports + routes |
| `src/admin/components/Sidebar.tsx` | Add warehouse menu entry |
| `prisma/schema.prisma` | Add 13 models + 5 enums |
| `prisma/seed.ts` | Add 4 permissions |
---
## Audit Entity Types
New values added to `EntityType` union in `src/types/index.ts`:
- `warehouse_item`
- `warehouse_receipt`
- `warehouse_issue`
- `warehouse_reservation`
- `warehouse_inventory`
- `warehouse_supplier`
- `warehouse_category`
- `warehouse_location`
---
## Constraints & Edge Cases
1. **Batch consumption on cancel:** If any batch from a receipt has been partially or fully consumed by an issue, the receipt cannot be cancelled. User must first cancel the consuming issues.
2. **Reservation availability:** Available qty = sum of active batch quantities - sum of active reservation quantities. Reservation creation validates available_qty >= requested.
3. **Location qty consistency:** `sklad_item_locations` is a denormalized cache for quick lookups. It must always stay in sync with `sklad_batches`. The confirm/cancel transactions maintain this.
4. **FIFO spanning batches:** When auto-FIFO selects batches for an issue line and the quantity spans multiple batches, the service creates **multiple issue lines** (one per batch consumed), all under the same issue document. The user's original requested quantity is preserved across the split lines. This works because each `sklad_issue_lines` row has exactly one `batch_id`.
5. **Inventory corrective movements:** On confirm, each line with a difference creates an auto-confirmed receipt or issue. The `notes` field of these corrective documents references the inventory session ID and line, so they can be traced back. These corrective documents are fully audited like manual receipts/issues.
6. **Unit consistency:** Once an item is created with a unit, it cannot be changed if any movements exist. This prevents unit mismatches in stock calculations.

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# Manual project & order creation — design
Date: 2026-06-06
Status: approved (pending spec review)
Author: Claude + BOHA
## Problem
Today both entities are only ever _derived_ from a parent:
- A **project** is created solely as a side-effect of `createOrderFromQuotation`
(`orders.service.ts`). There is **no** `POST /projects`, no `createProject`
service, no `CreateProjectSchema`. A manual-create feature existed but was
**removed in commit `82919d3`** (2026-04-28) — the note: _"Projects can only
be created through orders (shared numbering sequence)."_ The old code pulled
`project_number` from the shared order/project pool, which consumed an order
number and left **gaps in order numbering**. That is the bug we must not repeat.
- An **order** is normally created from an offer. A manual `createOrder`
(`orders.service.ts`, offer-less) **already exists** and the route already
dispatches to it, but there is **no UI**, and it does not create a project.
We want: (1) manually create projects on `/projects`, (2) manually create
orders without an offer on `/orders`.
## Decisions (locked with the user)
1. **Project numbering: shared pool, _with_ proper tracking.** Standalone
projects take the next **shared** number via `generateSharedNumber()` — the
same pool as orders — but we add the tracking/transparency that was missing
before (see "Tracking" below). Auto-assigned; no manual number entry.
2. **Manual order → project: optional checkbox, default ON.** The order form
has a pre-checked "Vytvořit propojený projekt"; when set, the order and its
project share the order number (identical to the from-offer flow → no gap).
3. **Order form scope: header only.** Customer, customer order number,
currency/VAT, scope title/description, notes. No line-item editor.
4. **Customer: optional** on both forms (matches the existing nullable schema).
5. **Match existing house design**`FormModal` + `FormField`, the
`Vehicles.tsx` create/edit-modal pattern, the `OffersCustomers.tsx`
header-button + customer-selector pattern, existing list/badge styling.
## Why the shared pool is safe here (the tracking)
The shared sequence is effectively a single "zakázkové číslo" pool. An order and
its project share one number; a standalone project simply takes the next number
in that pool and has no order. The mechanics that make this coherent:
- **Collision-safe:** `isSharedNumberTaken()` already checks **both**
`orders.order_number` and `projects.project_number`, so the same number can
never be issued twice across the pool (`numbering.service.ts:161-167`).
- **Atomic:** `createProject` wraps `generateSharedNumber(tx)` in
`prisma.$transaction` — the existing `SELECT … FOR UPDATE` lock
(`getNextSequence`) serialises concurrent consumers.
- **Release on delete:** `deleteProject` already calls `releaseSharedNumber`,
which decrements the sequence only if the deleted number is the current
highest — so deleting a standalone project doesn't leave a permanent tail-gap
(`numbering.service.ts:116-158, 319-328`).
- **Audit trail:** `logAudit` on create/delete records the number in
`newValues`/`oldValues`, so every consumed pool number has a "who/when/what"
trail showing it went to a project (not a lost order).
- **UI transparency:** the Projects list shows a badge — **"z objednávky"**
(order-linked, `order_id != null`) vs **"samostatný"** (standalone) — so a
pool number with no order reads as intentional. The create form previews the
number it is about to assign (`previewSharedNumber()`).
## Part A — Manual projects
### Backend
- **`src/schemas/projects.schema.ts`** — add `CreateProjectSchema`
(`z.strictObject`, shared coercers from `schemas/common.ts`, Czech messages):
- `name` — required, `z.string().min(1)`.
- `customer_id` — optional number (coerced, NaN-guarded).
- `responsible_user_id` — optional number.
- `status` — optional, default `"aktivni"`.
- `start_date`, `end_date` — optional date strings.
- `notes` — optional string.
- **No** `project_number` field (auto-assigned from the pool).
- **`src/services/projects.service.ts`** — add `createProject(data)`:
- `prisma.$transaction(async (tx) => …)`: `project_number = await
generateSharedNumber(tx)`; `tx.projects.create({ … order_id: null,
quotation_id: null, status: data.status ?? "aktivni", … })`.
- Validate `customer_id` / `responsible_user_id` exist (when provided) →
return `{ error, status: 400 }` (Czech) if not.
- After commit: `nasFileManager.createProjectFolder(number, name)` when
`isConfigured()` — non-fatal, logged on failure (mirrors the old code).
- Return `{ data: project }` (or `{ error, status }`).
- **`src/routes/admin/projects.ts`**:
- `POST /` guarded by `requirePermission("projects.create")` →
`parseBody(CreateProjectSchema, …)` → `createProject` → `logAudit`
(`action: "create"`, `entityType: "project"`, `newValues`) →
`success(reply, project, 201, "Projekt vytvořen")`.
- `GET /next-number` guarded by `projects.create` → `previewSharedNumber()` →
`success(reply, { number })`. (Preview only; does not consume.)
### Frontend (`src/admin/pages/Projects.tsx` + new modal)
- Header **"Přidat projekt"** button, gated on `hasPermission("projects.create")`,
matching the `OffersCustomers.tsx` "Přidat zákazníka" header-button pattern.
- A project create `FormModal` (house pattern from `Vehicles.tsx`): `FormField`
rows for name (required), customer (select from customers list), responsible
user (select from `userListOptions`), status, start/end dates, notes, plus a
read-only "Číslo projektu: `<preview>` (přiděleno automaticky)" line fetched
from `GET /projects/next-number` when the modal opens.
- `useApiMutation` POST `/api/admin/projects`; on success invalidate
**`["projects"]`** (broad domain key, per the invalidation convention) and
close modal; surface server errors via `useAlert`.
- List: add the **"z objednávky" / "samostatný"** badge (derive from
`order_id`). Update the empty-state text (currently "Projekt se vytvoří
automaticky při vytvoření objednávky") to mention manual creation.
## Part B — Manual orders (header only, optional project)
### Backend
- **`src/schemas/orders.schema.ts`** — add `create_project` to
`CreateOrderSchema`: boolean via the existing `preprocess(v => v === true || v
=== 1 || v === "1")` idiom, `.optional().default(true)`. (Only the manual path
uses this schema; the from-quotation path uses `CreateOrderFromQuotationSchema`.)
- **`src/services/orders.service.ts` `createOrder`** — inside the existing
transaction, after the order is created, when `body.create_project` is true and
there is no quotation link: `tx.projects.create({ project_number: orderNumber,
order_id: order.id, customer_id: order.customer_id, name: scope_title ??
customer_order_number ?? orderNumber, status: "aktivni" })` — mirrors
`createOrderFromQuotation`'s project block, so order + project share the number.
Return the project id so the route can audit it.
- **`src/routes/admin/orders.ts`** — the manual `POST /` branch already exists
(`orders.create`); add a second `logAudit` for the created project when present.
### Frontend (`src/admin/pages/Orders.tsx` + new modal)
- Header **"Vytvořit objednávku"** button, gated on `orders.create`.
- Header-only `FormModal`: customer (select), customer order number, currency,
VAT rate + apply-VAT, language, scope title, scope description, notes, and a
pre-checked **"Vytvořit propojený projekt"** checkbox. Read-only next
order-number preview via the existing `GET /api/admin/orders/next-number`.
- POST `/api/admin/orders` (no `quotationId`); on success invalidate
**`["orders"]`** and **`["projects"]`**; errors via `useAlert`.
## Part C — Permissions
`projects.create` was removed from the permission set and must come back the
**migration** way (per CLAUDE.md — never seed-only for prod data):
- New migration `prisma/migrations/<ts>_add_projects_create_permission/` that
`INSERT`s the `projects.create` permission row and grants it to the **admin**
role (mirror `20260603230000_add_warehouse_permissions/migration.sql`). Use
`INSERT … ON DUPLICATE KEY UPDATE` / `INSERT IGNORE` style so re-runs are safe.
- Add `projects.create` to the `PERMISSIONS` array in `prisma/seed.ts` (dev).
- `orders.create` already exists — no change.
## Part D — Tests (`src/__tests__/`)
Real-DB Vitest (no Prisma mocks), following `numbering.test.ts` style:
- `createProject` assigns the next shared number, increments the `shared`
sequence by exactly 1, sets `order_id = null`, writes an audit row.
- `createOrder` with `create_project: true` creates an order **and** a project
sharing one `order_number`/`project_number`.
- Interleaved coherence: order → standalone project → order produces three
consecutive shared numbers with no duplicates (the tracking guarantee).
- `createOrder` with `create_project: false` creates only the order.
## Error handling
- Service returns `{ error, status }` (Czech) for bad customer/user FK and
numbering exhaustion (the `generateSharedNumber` 100-retry throw → mapped to a
500 with a Czech message by the route, logged via `app.log.error`).
- NAS folder creation is non-fatal and logged (never blocks creation).
## Out of scope (v1) — noted for later
- Editing order line-items after creation.
- Attaching a standalone project to an order later (conflicts with current
`order_id` immutability + the `has_order` delete guard).
- Manual project-number override (user chose auto-from-pool).
- A unified order+project number lookup/search.
## Affected files (summary)
- `src/schemas/projects.schema.ts` (add `CreateProjectSchema`)
- `src/schemas/orders.schema.ts` (add `create_project`)
- `src/services/projects.service.ts` (add `createProject`)
- `src/services/orders.service.ts` (`createOrder` optional project)
- `src/routes/admin/projects.ts` (`POST /`, `GET /next-number`)
- `src/routes/admin/orders.ts` (audit project on manual order)
- `src/admin/pages/Projects.tsx` (+ create modal, badge, empty-state)
- `src/admin/pages/Orders.tsx` (+ create modal)
- `src/admin/lib/queries/projects.ts`, `orders.ts` (mutations/preview queries)
- `prisma/migrations/<ts>_add_projects_create_permission/migration.sql`
- `prisma/seed.ts` (+ `projects.create`)
- `src/__tests__/manual-create.test.ts` (new)

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# Plan Categories Management — Design Spec
Date: 2026-06-06
Status: Approved (approach A)
Area: Work Plan (`/plan-work`)
## Goal
Let managers (`attendance.manage`) **create, rename, recolor, and retire** the
categories used by the work plan, via a "Správa kategorií" button above the
calendar that opens a form modal with a per-category color picker. Categories
become data, not a hardcoded enum.
## Current state (what's hardcoded today)
- DB: `plan_category` **enum** (`work, preparation, travel, leave, sick,
training, other`) used by `work_plan_entries.category` and
`work_plan_overrides.category` (both `NOT NULL`).
- Validation: `planCategoryEnum` in `src/schemas/plan.schema.ts`.
- Frontend labels: `PLAN_CATEGORIES` / `planCategoryLabel` in
`src/admin/lib/queries/plan.ts`.
- Colors: per-category CSS variables `--plan-tape-<key>` in `src/admin/plan.css`,
applied via `.plan-cell:has(.plan-chip--<key>)::before` (left "tape" bar) and
`.plan-chip--<key>` (chip text/border/background via `color-mix`). 14 rules.
- Server audit: `PLAN_CATEGORY_LABELS_CS` in `src/utils/planAuditDescription.ts`.
- A decorative paper-grain gradient (`plan.css` ~lines 102107) tints the page
background with `--plan-tape-work` / `--plan-tape-training` at 5%. This is
cosmetic and **not** category-semantic.
## Approach (A)
Introduce a `plan_categories` table. Keep the entry/override `category` column
as a **string key** (slug) referencing `plan_categories.key`. Change the column
type from the enum to `VARCHAR(50)`; existing values are preserved verbatim.
"Remove" means **deactivate** (`is_active = false`), never hard-delete, so
historical entries keep resolving their label and color.
Rejected: a real FK `category_id` (needs per-row backfill + read/write churn for
no user-visible benefit); keeping the enum (can't add categories).
## Data model
New table `plan_categories`:
| column | type | notes |
| ---------- | ------------ | -------------------------------------------- |
| id | INT PK AI | |
| key | VARCHAR(50) | UNIQUE, slug, immutable after create |
| label | VARCHAR(100) | Czech display name, editable |
| color | VARCHAR(7) | `#RRGGBB` |
| sort_order | INT | display order; new categories append (max+1) |
| is_active | BOOLEAN | default true; false = retired |
| created_at | DATETIME | default now |
| updated_at | DATETIME | auto |
Column change: `work_plan_entries.category` and `work_plan_overrides.category`
`plan_category` → `VARCHAR(50) NOT NULL`. Drop the `plan_category` enum from the
Prisma schema once no column uses it.
## Migration (one tracked Prisma migration)
`npx prisma migrate dev --name plan_categories` (requires dev server stopped —
ask the user first per CLAUDE.md). The generated `migration.sql` will:
1. `CREATE TABLE plan_categories (...)`.
2. `ALTER` the two `category` columns enum → `VARCHAR(50)`.
3. `INSERT` the 7 seed rows (so production gets them — not seed-only, per the
migration policy). Seed values (key, label, color, sort_order):
| key | label | color | sort |
| ----------- | -------------- | ------- | ---- |
| work | Práce | #2563eb | 1 |
| preparation | Příprava | #0d9488 | 2 |
| travel | Cesta / Montáž | #ca8a04 | 3 |
| leave | Dovolená | #16a34a | 4 |
| sick | Nemoc | #dc2626 | 5 |
| training | Školení | #7c3aed | 6 |
| other | Jiné | #6b7280 | 7 |
After: `npx prisma generate`, commit schema + migration folder.
## API — `/api/admin/plan/categories`
All under the existing plan route file group.
- `GET /` — returns **all** categories (active + inactive), ordered by
`sort_order, id`. Readable by `attendance.record` OR `attendance.manage`
(every grid viewer needs labels/colors, including for retired categories on
historical entries).
- `POST /` — create. `attendance.manage`. Body: `{ label, color }`. `key` is
auto-slugged from `label` (ASCII, lowercased, deduped); `sort_order = max+1`.
- `PATCH /:id` — update `label` / `color` / `is_active`. `attendance.manage`.
`key` is immutable.
- `DELETE /:id` — deactivate (`is_active = false`). `attendance.manage`.
Service layer: `src/services/planCategory.service.ts` (plain async functions,
`{ data }` / `{ error, status }` envelope). Audit-logged via `logAudit` with a
new entity type `plan_category` (add to `EntityType` and the AuditLog +
dashboard `ENTITY_TYPE_LABELS` maps, e.g. "Plán prací kategorie").
Validation (`src/schemas/plan.schema.ts` or a new `planCategory.schema.ts`):
- `label`: required, 1100 chars, trimmed.
- `color`: regex `^#[0-9a-fA-F]{6}$`.
- `is_active`: boolean (PATCH only).
- Entry/override create/update: `category` becomes `z.string().min(1)`; the
**service** validates the key exists and `is_active` (reject unknown/inactive
with a Czech 400).
## Validation rules / edge cases
- **Slug collision:** if the slug derived from a new label already exists,
append `-2`, `-3`, … Keys are never shown to users.
- **At least one active category:** deactivating the last active category is
rejected (Czech 400) so the create form is never empty.
- **Deactivate in use:** allowed. Existing entries keep their key; the category
still renders (GET returns inactive ones) but is hidden from the create
`<select>`.
- **Rename/recolor:** applies to all entries with that key (reference is by
key) — this is the desired "recolor everywhere" behavior.
- **No hard delete** in this iteration (deactivate only). Possible later
enhancement: allow hard-delete when zero entries reference the key.
## Frontend
- **Button** "Správa kategorií" in `PlanWork.tsx` header, rendered only when
`hasPermission("attendance.manage")`.
- **Modal** (`PlanCategoriesModal.tsx`, uses `FormModal`): a row per category =
`label` text input + native `<input type="color">` swatch + active toggle (or
a "retire/restore" control), plus an "add category" row (label + color +
add). Mutations invalidate `["plan", "categories"]` **and** `["plan"]` (so the
grid recolors) and `["dashboard"]`/`["audit-log"]` (audit feed).
- **Category query** `["plan","categories"]` loaded in `PlanWork`, passed to the
grid and cell modal. The create/edit plan `<select>` lists **active**
categories from this query (replacing hardcoded `PLAN_CATEGORIES`); display
uses the **full** map (so retired categories still render).
- `planCategoryLabel` becomes a lookup into the categories map (with raw-key
fallback). `PLAN_CATEGORIES` constant is removed.
## Color rendering (the notable refactor)
Replace the 14 hardcoded per-key rules with a generic, custom-property-driven
treatment:
- `PlanGrid` sets `style={{ "--cat-color": color }}` on the `.plan-cell`
`<button>` when the cell has a category (`color` from the categories map). The
custom property cascades to the chip and is available to the cell's `::before`
tape.
- `plan.css`:
- `.plan-cell::before` tape uses
`background: var(--cat-color, var(--plan-tape-other))` — the graphite
`#6b7280` is the defensive neutral fallback when a cell has no category
color (replaces the seven `:has(.plan-chip--<key>)::before` rules).
- `.plan-chip` (generic) uses `color: var(--cat-color)`,
`border-color: color-mix(in srgb, var(--cat-color) 35%, transparent)`,
`background: color-mix(in srgb, var(--cat-color) 10%, var(--plan-paper))`
(replaces the seven `.plan-chip--<key>` rules).
- Visual output is identical for the existing 7; new categories work with no CSS
changes.
- The decorative paper-grain gradient stays static (keep two literal colors or
the two `--plan-tape-*` vars it needs); it is not category-semantic.
## Audit description
`src/services/plan.service.ts` builds the audit description with the category
label. Since labels now live in the DB, resolve the label from `plan_categories`
by key (alongside the existing `resolvePlanLabels` lookups) and pass the plain
label into `buildPlanAuditDescription`. `src/utils/planAuditDescription.ts`'s
`buildPlanAuditDescription` stays pure (receives the resolved label);
`PLAN_CATEGORY_LABELS_CS`/`planCategoryLabel` there are removed or reduced to a
fallback.
## Testing
Vitest (real DB, per project convention):
- `planCategory.service` CRUD: create (slug generation, sort_order), update
(label/color/active), deactivate, and the "last active category" guard.
- Color/label validation rejects bad hex and empty label.
- Entry create accepts an active key and rejects an unknown/inactive key.
## Out of scope (YAGNI)
- Per-category icons.
- Drag-to-reorder (order by `sort_order, id`; new categories append).
- Hard delete of unused categories (deactivate only).
## Assumptions to confirm
- "Remove" = deactivate (history preserved). ✅ implied by approach A.
- Native browser color picker (`<input type="color">`), not a custom palette.