feat: add shipment request (C-013) and allocation request (C-014) cart workflows
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Multi-step cart workflows for both shipment and allocation requests:
- Ship-to address selection from Epicor portal_CustomerShipToAddresses
- Inventory browser dialog (shipment) / coil browser dialog (allocation)
- Cart persistence in DB with duplicate detection
- Details form (order#, PO#, pickup date, instructions, email recipients)
- Review & submit with confirmation dialog
- Cancel with permission gate and confirmation
- Shared components: stepper, ship-to selector, cart table, header form, review
- 16 API routes, 4 services, 13 components, 6 pages
- Phase 2 complete: 16/16 tasks done

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Lorentz Hinrichsen 2026-02-17 10:37:38 -05:00
parent b32553668d
commit e60e07c9a5
41 changed files with 5106 additions and 20 deletions

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@ -128,7 +128,7 @@
## Phase 2: Core Features (Est. 80-110 hrs)
**Progress:** 14/16 tasks complete
**Progress:** 16/16 tasks complete ✅
### C-001: Dashboard
- [x] Dashboard page at `/(portal)/dashboard/page.tsx`
@ -259,27 +259,41 @@
- **Deps:** F-006 | **Est:** 4 hrs | **Status:** ✅ Complete
### C-013: Shipment Request Cart Workflow
- [ ] `/(portal)/shipment-requests/page.tsx` — list existing requests
- [ ] `/(portal)/shipment-requests/new/page.tsx` — new request flow
- [ ] `/(portal)/shipment-requests/[id]/page.tsx` — edit/view request
- [ ] Step 1: Select ship-to address (from `portal_CustomerShipToAddresses`)
- [ ] Sub-user filter: only '%NB HANDY%' addresses
- [ ] Step 2: Add inventory items to cart
- [ ] Browse available inventory, select items
- [ ] Set quantity per line item
- [ ] Step 3: Enter details (Order#, PO#, Release#, Pickup Date, Instructions, Email Recipients)
- [ ] Submit: create `ship_request` + `ship_request_detail` records, send emails
- [ ] Cancel: set `IsCancelled=true`, record canceller, send cancellation emails
- [ ] Cart persistence: save progress to DB, show `LastCartActivity`
- [ ] Confirmation page after submit
- **Deps:** F-005, C-003 | **Est:** 12 hrs
- [x] `/(portal)/shipment-requests/page.tsx` — list existing requests with search, sort, status badges
- [x] `/(portal)/shipment-requests/new/page.tsx` — multi-step cart workflow
- [x] `/(portal)/shipment-requests/[id]/page.tsx` — view submitted/cancelled request detail
- [x] Step 1: Select ship-to address (from `portal_CustomerShipToAddresses` view)
- [x] Sub-user filter: only '%NB HANDY%' addresses
- [x] Search and radio selection UI
- [x] Step 2: Add inventory items to cart
- [x] Browse available inventory via dialog (FG, WIP, Processed Other categories)
- [x] Set quantity per line item, inline edit
- [x] Duplicate detection (part+lot+plant+warehouse)
- [x] Step 3: Enter details (Order#, PO#, Release#, Pickup Date, Instructions, Email Recipients)
- [x] Email recipients with tag-style input
- [x] Step 4: Review & submit with confirmation dialog
- [x] Cart persistence: save progress to DB via `ship_request` + `ship_request_detail` tables
- [x] Cancel: permission-gated with confirmation dialog
- [x] Email notification stubs (console.log — J-007 email service not built yet)
- [x] Service: `src/services/ship-requests.ts` — full CRUD + submit/cancel
- [x] Service: `src/services/ship-to-addresses.ts` — Epicor view query
- [x] 8 API routes: list, cart CRUD, items CRUD, submit, cancel, detail
- **Deps:** F-005, C-003 | **Est:** 12 hrs | **Status:** ✅ Complete
### C-014: Coil Allocation Request Cart Workflow
- [ ] Mirror of C-013 but for allocation requests
- [ ] Additional field: JobNum (from Epicor)
- [ ] Uses `alloc_request` + `alloc_request_detail` tables
- [ ] `getCoilAllocationsByJobNumber()` for allocation data
- **Deps:** F-005, C-003 | **Est:** 8 hrs
- [x] Mirror of C-013 but for allocation requests with job number requirement
- [x] `/(portal)/allocation-requests/page.tsx` — list with job# column
- [x] `/(portal)/allocation-requests/new/page.tsx` — job# entry → multi-step cart
- [x] `/(portal)/allocation-requests/[id]/page.tsx` — view detail
- [x] Job number input step before cart creation
- [x] Coil browser dialog (queries `portal_CoilAllocation` view, graceful fallback)
- [x] Uses `alloc_request` + `alloc_request_detail` tables with `coil_number` field
- [x] Duplicate detection (part+lot+coil_number)
- [x] Service: `src/services/alloc-requests.ts` — full CRUD + submit/cancel
- [x] Service: `src/services/available-coils.ts` — Epicor coil query with graceful fallback
- [x] 8 API routes: list, cart CRUD, items CRUD, submit, cancel, detail
- [x] Shared components with C-013: stepper, ship-to selector, cart form, review
- **Deps:** F-005, C-003 | **Est:** 8 hrs | **Status:** ✅ Complete
### C-015: Invoice Viewing (Customer)
- [x] `/(portal)/invoices/page.tsx` — client-side fetch with loading skeleton