docs(orders): sync spec/plan/CLAUDE.md to as-built (Vydané-first tabs, month filter, shared PDF template, Prisma 7 / React 19)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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@@ -4,6 +4,13 @@
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**Status:** Approved (brainstorm) → ready for implementation plan
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**Author:** brainstorm session
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> **Updated 2026-06-09 (as-built):** Shipped with three deviations from this
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> brainstorm — **Vydané-first tabs** (Vydané | Přijaté, mirroring Invoices), a
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> **shared chevron month/year filter** above the tabs that filters both lists,
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> and a PDF **rebuilt on the shared invoice/order-confirmation template** rather
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> than the custom layout sketched below. See the affected sections (UI placement,
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> PDF export, Frontend) and the plan's "Post-plan consistency pass" note.
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---
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## Goal
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@@ -39,8 +46,12 @@ page already splits **Vydané | Přijaté**.
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used as a generic business partner. No new supplier/vendor master.
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3. **Linkage.** **Standalone document** in v1. No automatic links to warehouse or
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received invoices.
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4. **UI placement.** **Tabs on the Orders page** (`Přijaté | Vydané`), mirroring
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the Invoices page.
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4. **UI placement.** **Tabs on the Orders page**, mirroring the Invoices page.
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_(As-built: **Vydané first / Přijaté second** — `Vydané | Přijaté`, tab values
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`vydane`/`prijate`, persisted in `?tab=` — matching the Invoices page order. A
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shared **chevron month/year selector** sits above the tabs and filters BOTH
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lists: Vydané by `order_date`, Přijaté by `created_at`. The pre-existing Přijaté
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search bug — search term sent but ignored by the backend — was also fixed.)_
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5. **Model shape.** A **dedicated `issued_orders` + `issued_order_items`** pair,
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mirroring `invoices`/`invoice_items` — _not_ an extension of `orders` and _not_
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an upload-only record like `received_invoices`.
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@@ -232,12 +243,22 @@ its Czech label in `src/admin/lib/entityTypeLabels.ts` (keyed to the server's
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## PDF export
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New route + template `src/routes/admin/issued-orders-pdf.ts`, modeled on
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`invoices-pdf.ts`, reusing `htmlToPdf` (Puppeteer) from `src/utils/pdf.ts`:
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> **As-built (2026-06-09):** rather than the custom/compact layout this section
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> originally sketched, the issued-order PDF was **rebuilt on the shared
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> invoice / order-confirmation red-accent (#de3a3a) template** (`src/routes/admin/issued-orders-pdf.ts`),
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> titled **OBJEDNÁVKA**, for visual consistency with the rest of the document
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> suite. Because a PO is a buying document, the direction is **flipped vs an
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> invoice**: the selected **customer record renders as "Dodavatel" (supplier)**
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> and **your company as "Odběratel" (buyer)**. It is generated **on demand** and
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> streamed as `application/pdf` — **no NAS persistence**. Sanitization,
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> on-demand/no-NAS behavior, and the NET+VAT-on-top totals below are unchanged.
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- **Sender block** = your company (`company_settings`: name, IČO, DIČ, address,
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logo as base64). **Recipient block** = the selected supplier (the `customers`
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record: name, IČO/`company_id`, DIČ/`vat_id`, address).
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New route + template `src/routes/admin/issued-orders-pdf.ts`, reusing
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`htmlToPdf` (Puppeteer) from `src/utils/pdf.ts`:
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- **Dodavatel (supplier) block** = the selected `customers` record (name,
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IČO/`company_id`, DIČ/`vat_id`, address). **Odběratel (buyer) block** = your
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company (`company_settings`: name, IČO, DIČ, address, logo as base64).
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- Body: items table → VAT recap grouped by rate → **NET total + VAT + gross**.
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- `cs` / `en` strings selected by `language`. Czech date/currency via the
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existing formatters.
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@@ -253,11 +274,17 @@ New route + template `src/routes/admin/issued-orders-pdf.ts`, modeled on
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## Frontend
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- **`src/admin/pages/Orders.tsx` — add `Přijaté | Vydané` tabs** using the same
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- **`src/admin/pages/Orders.tsx` — add `Vydané | Přijaté` tabs** using the same
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MUI Tabs pattern as `Invoices.tsx`. The current orders list moves **verbatim**
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into the **Přijaté** tab — every hook, mutation, `invalidate` array, validation,
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and permission check preserved unchanged; only presentation is reorganized. The
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**Vydané** tab renders the new list.
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_(As-built: `Orders.tsx` became a **parent shell** that owns the `PageHeader` +
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the shared month/year selector + the tabs; `IssuedOrders.tsx` (Vydané) and
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`OrdersReceived.tsx` (Přijaté) are **content-only children** receiving `month`/`year`
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props. `OrdersReceived`'s create modal is **hoisted** to the shell via
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`createOpen`/`setCreateOpen`, the ReceivedInvoices pattern. **No KPI/stat cards**
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on the Orders landing — deliberate, since orders have no paid/overdue semantics.)_
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- **Vydané list** — `DataTable` columns: `po_number`, supplier (customer name),
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status chip (color per status), `order_date`, total (currency), actions (open,
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**Export PDF**, delete). `FilterBar` with status + customer `Select`s and search
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