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feat: add shipment request (C-013) and allocation request (C-014) cart workflows

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>

2026-02-17 10:37:38 -05:00

27 KiB

Raw Blame History

Vorteq Quest Portal - Task Tracking

Reference: docs/Vorteq_Quest_PRD_v1.0.docx for full specifications Instructions: CLAUDE.md for coding conventions and patterns

Mark tasks: [ ] Not started | [~] In progress | [x] Complete | [!] Blocked

Phase 1: Foundation (Est. 30-40 hrs)

F-001: Project Scaffold

Initialize Next.js 15 with App Router, TypeScript strict mode
Install and configure Tailwind CSS
Install and configure shadcn/ui (default theme)
Configure ESLint + Prettier
Configure tsconfig.json with path aliases (@/)
Create base project structure per CLAUDE.md
Create .dockerignore for build optimization
Deps: None | Est: 2 hrs | Status: ✅ Complete

F-002: Docker & Infrastructure Alignment

Dockerfile for Next.js app (Node.js 22, multi-stage build)
docker-compose.yml: Traefik, postgres:16-alpine, redis:7-alpine, app-dev, app-test, app-prod
Traefik reverse proxy with Cloudflare DNS challenge for auto-SSL
.env.example with all required variables
init-databases.sh for multi-database PostgreSQL setup
setup.sh for server provisioning
Health check endpoints in Next.js app (/api/health)
Verify next.config.js has output: 'standalone' for Docker
Deps: F-001 | Est: 1 hr (remaining) | Status: ✅ Complete

F-003: Prisma Schema - Auth Domain

auth_user table (email, password hash, deactivated, verified, login counts, 2FA, SSO fields)
auth_domain table
auth_user_type table
auth_oauth_client + auth_oauth_access_token + auth_oauth_refresh_token
auth_password_history + auth_password_reset
auth_permission_group + auth_permission_rule + junction table
auth_permission_rule_category
auth_security_question + auth_security_answer
Run initial migration, verify schema
Deps: F-001 | Est: 4 hrs | Status: ✅ Complete

F-004: Prisma Schema - Quest Domain

quest_company (EpicorCustID, display name, invoicing flags)
quest_user (FK to auth_user, IsSubUser, API token)
quest_user_company junction table
quest_account_request
quest_notification + quest_user_notification_alert_read
quest_email_event + quest_user_email_event junction
quest_email_log
quest_plant + quest_inventory_type + quest_inventory_plant
quest_processed_order_acknowledgement_email
Run migration, verify
Deps: F-003 | Est: 3 hrs | Status: ✅ Complete

F-005: Prisma Schema - Remaining Domains

ship_request + ship_request_detail
alloc_request + alloc_request_detail + alloc_plant
inv_upload + inv_upload_entry + inv_upload_status
finance_ap_check_processing_batch + finance_ap_check_processing_status
paint_plant + paint_line + paint_line_type + paint_plant_line + paint_schedule
doc_article + doc_category + doc_article_permission_group
wave_process + wave_process_history
lts_task + lts_task_type + lts_task_schedule + related tables
Run migration, verify all relationships
Deps: F-004 | Est: 4 hrs | Status: ✅ Complete

F-006: Epicor MSSQL Connection Service

src/lib/epicor.ts — connection pool with mssql package
execStoredProc() helper with typed params
execQuery() helper for raw SQL queries
Connection health check function
Graceful error handling (connection timeout, query failure)
Type definitions for Epicor query results in src/types/epicor.ts
[~] Test connection against Epicor10Live with portal user (pending actual credentials)
Deps: F-001 | Est: 3 hrs | Status: ✅ Complete

F-007: Better Auth Setup

Install and configure Better Auth
Credentials provider: validate against auth_user table (bcrypt)
Session strategy with user ID, email, role, company context
[~] Session includes: userId, questUserId, activeCompanyId, isSubUser, permissionRules[] (requires middleware enhancement)
Login page at /login
Forgot password page at /forgot-password
Account request page at /account-request
reCAPTCHA integration on public forms (deferred to later)
Deps: F-003 | Est: 4 hrs | Status: ✅ Complete

F-008: Middleware & Guards

src/middleware.ts — redirect unauthenticated users to /login
Company context middleware: ensure active company is selected
src/lib/permissions.ts — requirePermission(rule) helper
Admin route protection (check user type)
Sub-user detection helper (isSubUser())
Company selector: /select-company page for multi-company users
Rate limiting on auth endpoints
Session management utilities for Quest-specific data
API route for setting active company
Deps: F-007 | Est: 4 hrs | Status: ✅ Complete

Root layout with sidebar navigation
Header: company name, user menu, notification bell
Sidebar: Dashboard, Inventory, Orders, Shipments, Coil Activity, Invoices, Requests
Admin section in sidebar (conditional on role)
Company switcher dropdown (admin) or display (customer)
[~] Responsive: collapsible sidebar on mobile (basic implementation, needs enhancement)
Breadcrumb component
Deps: F-007 | Est: 3 hrs | Status: ✅ Complete

F-010: Data Migration Scripts

scripts/migrate-data.ts — connects to both SQL Server and PostgreSQL
Migrate auth_user + auth_user_type + auth_domain (preserve bcrypt hashes)
Migrate auth_permission_group + auth_permission_rule + junction
Migrate quest_user + quest_company + quest_user_company
Migrate quest_plant + quest_inventory_type/plant
Migrate quest_email_event
Migrate ship_request + ship_request_detail (historical data) (deferred - can be done before go-live)
Migrate alloc_request + alloc_request_detail (deferred - can be done before go-live)
Migrate supporting tables (notifications, docs, email events, wave, paint) (deferred - can be done before go-live)
Validation: count comparison, spot-check key records
Handle: IDENTITY → SERIAL, datetime2 → TIMESTAMPTZ, bit → BOOLEAN, nvarchar(MAX) → TEXT
Deps: F-005 | Est: 6 hrs | Status: ✅ Complete (core tables migrated)

Phase 2: Core Features (Est. 80-110 hrs)

Progress: 16/16 tasks complete ✅

C-001: Dashboard

Dashboard page at /(portal)/dashboard/page.tsx
Server component: fetch top 5 orders, top 5 shipments from Epicor
Summary cards: inventory overview, recent activity
Notification alert banner (unread alerts)
Quick-nav cards to major features
Loading skeletons for async data
Dashboard service with typed queries
Reusable dashboard components (SummaryCard, QuickNavCard, tables)
Deps: F-009, F-006 | Est: 6 hrs | Status: ✅ Complete

C-002: Inventory Summary Views

/(portal)/inventory/page.tsx — category selector
/(portal)/inventory/[category]/page.tsx — summary data table (all 6 categories)
Service: src/services/inventory.ts
- getWorkInProgressSummary(custId, dbName, sub)
- getFinishedGoodsSummary(custId, dbName, sub)
- getProcessedOtherSummary(custId, dbName, sub)
- getUnprocessedSummary(custId, dbName) — block sub-users
- getUnprocessedRRSummary(custId, dbName) — block sub-users
- getProcessedRRSummary(custId, dbName) — block sub-users
V6 procedures: pass sub param (0/1 based on user)
[~] Row count pre-fetch for detail drill-down (deferred, can optimize later)
Data table with sorting, filtering, export to CSV
Click row → navigate to detail view
Deps: F-006, F-009 | Est: 12 hrs | Status: ✅ Complete

C-003: Inventory Detail Views

/(portal)/inventory/[category]/detail/page.tsx
Query params: part, plant, warehouse (for specific) or none (for all)
Service functions for each detail stored procedure (V6 and legacy)
getInventoryDetails() with proper stored procedure names
[~] Paint code display (from Epicor Part_UD table) (deferred to when paint module needed)
[~] Part description with paint code lookup (deferred, placeholder implemented)
On-hand quantity for specific lines
Data table with full column set (part, plant, warehouse, bin, lot, serial, qty, description)
Back navigation to summary
Search and CSV export functionality
Deps: C-002 | Est: 8 hrs | Status: ✅ Complete

C-004: Order List

/(portal)/orders/page.tsx
Service: getTop100Orders(custId) - basic Epicor query implementation
HDC/HDM exception handling (maps HDC to HDM for Cust2 parameter)
Data table: Order Number, PO, Customer Part, Vorteq Part, Dates, Qty, Status
Click-through to order acknowledgement (link to /orders/[id])
Search functionality (order #, PO, parts)
CSV export
Deps: F-006, F-009 | Est: 6 hrs | Status: ✅ Complete

C-005: Order Acknowledgement Detail + PDF

/(portal)/orders/[orderNum]/page.tsx — client-side fetch with loading skeleton
Service: getOrderAcknowledgement(orderNum, custId) with Epicor SQL (OrderHed/OrderDtl/OrderRel/Customer/ShipTo/Terms/ShipVia/Plant/JobProd)
Detail view matching legacy PDF layout (addresses, order info, line items, releases, paint codes, comments, totals)
PDF export via Puppeteer (/api/orders/[orderNum]/pdf)
Orders table: clickable Order # links + PDF download icons
Cross-customer security verified (BAS cannot access ACM orders)
UTC date handling fix for correct date display
FOB plant name resolution (code → description via Erp.Plant)
Deps: C-004 | Est: 6 hrs | Status: ✅ Complete

C-006: Shipment List

/(portal)/shipments/page.tsx — client-side fetch via API route (RSC-safe for large datasets)
Service: getTop100Shipments(custId) via portal_GetShipmentsV1 stored procedure
ShipToLoc formatting (replace , with newlines)
Data table with search, sort, CSV export (teal-700 header)
Click-through to BOL detail (/shipments/{bol_num})
API route at /api/shipments with auth + company context
Deps: F-006, F-009 | Est: 5 hrs | Status: ✅ Complete

C-007: BOL Detail + PDF

/(portal)/shipments/[bol]/page.tsx
Service: getBOL(bolNum, custId) using getBOL.sql
Detail view with line items
PDF export
Deps: C-006 | Est: 4 hrs | Status: ✅ Complete

C-008: Coil Activity - Usage Report

/(portal)/coil-activity/usage/page.tsx
Date range picker (with validation — max 31 days, default last 10 days)
Reusable UI components: Popover, Calendar (react-day-picker v9), DateRangePicker
Service: getCoilUsage(custId, startDate, endDate) using legacy portal_CoilActivityUsage.sql
Deduplication logic: only show OnHandQty for most recent DateUsed per LotNum
Zero weights → null display
Data table with all 11 columns: Date Used, Vorteq Part#, Cust Part#, Part Description, Lot#, Mfg Lot#, Weight, Plant Name, Job#, Cust PO#, Qty LB
Search, sort, CSV export
HDC→HDM customer ID mapping
Deps: F-006, F-009 | Est: 6 hrs | Status: ✅ Complete

C-009: Coil Activity - Receipts Report

/(portal)/coil-activity/receipts/page.tsx
Date range picker (shared component from C-008)
Service: getCoilReceipts(custId, startDate, endDate) with VGL exception
VGL customer exception: uses VGLCoilReceiptsData.sql; all others use dbo.portal_CoilActivityReceipts view
Data table with all 10 columns: Date Rec, Vorteq Part#, Cust Part#, Part Description, Lot#, Mfg Lot#, Plant Name, Packing Slip, Supplier Name, Mill Order #
Search, sort, CSV export
HDC→HDM customer ID mapping
Deps: F-006, F-009 | Est: 4 hrs | Status: ✅ Complete

C-010: Coil-by-Coil Report

/(portal)/coil-activity/coil-by-coil/page.tsx — job number search → coil detail display
Job number search input with search button
Service: getCoilByCoil(jobNum, customer) using full 782-line CoilByCoil.sql embedded in service
Header info card (Job#, Customer, PO, Part, Plant, etc.)
Two-section table: Materials Used + Materials Produced with independent search/sort/CSV export
HDC→HDM customer ID mapping
Deps: F-006 | Est: 3 hrs | Status: ✅ Complete

C-011: Job Status by Plant

/(portal)/jobs/status/page.tsx — auto-loads on mount
Service: getJobStatusByPlant(custId) using OpenOrdersQueryV3 stored procedure
DBNAME cross-database parameter via getPortalDbName()
Data table grouped by plant with plant section header rows
Search, sort, CSV export
PDF export: /api/jobs/status/pdf (landscape Letter, grouped by plant)
HDC→HDM customer ID mapping
Deps: F-006 | Est: 3 hrs | Status: ✅ Complete

C-012: Job Traveler + PDF

/(portal)/jobs/traveler/page.tsx — job number search page
/(portal)/jobs/[jobNum]/traveler/page.tsx — multi-section detail page
Service: getJobTraveler(jobNum) using full jobTraveler.sql with Part_UD paint data
Structured data: header, shipping schedule, raw materials, operations, paint specifications (deduplicated from flat SQL results)
Detail view: Job info card, Schedule dates, Shipping schedule table, Raw materials table, Operations table, Part specifications card
PDF export: /api/jobs/{jobNum}/traveler/pdf (landscape Letter, full Vorteq branding)
Sidebar navigation: Job Traveler link under Jobs section
Deps: F-006 | Est: 4 hrs | Status: ✅ Complete

C-013: Shipment Request Cart Workflow

/(portal)/shipment-requests/page.tsx — list existing requests with search, sort, status badges
/(portal)/shipment-requests/new/page.tsx — multi-step cart workflow
/(portal)/shipment-requests/[id]/page.tsx — view submitted/cancelled request detail
Step 1: Select ship-to address (from portal_CustomerShipToAddresses view)
- Sub-user filter: only '%NB HANDY%' addresses
- Search and radio selection UI
Step 2: Add inventory items to cart
- Browse available inventory via dialog (FG, WIP, Processed Other categories)
- Set quantity per line item, inline edit
- Duplicate detection (part+lot+plant+warehouse)
Step 3: Enter details (Order#, PO#, Release#, Pickup Date, Instructions, Email Recipients)
- Email recipients with tag-style input
Step 4: Review & submit with confirmation dialog
Cart persistence: save progress to DB via ship_request + ship_request_detail tables
Cancel: permission-gated with confirmation dialog
Email notification stubs (console.log — J-007 email service not built yet)
Service: src/services/ship-requests.ts — full CRUD + submit/cancel
Service: src/services/ship-to-addresses.ts — Epicor view query
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 with job number requirement
/(portal)/allocation-requests/page.tsx — list with job# column
/(portal)/allocation-requests/new/page.tsx — job# entry → multi-step cart
/(portal)/allocation-requests/[id]/page.tsx — view detail
Job number input step before cart creation
Coil browser dialog (queries portal_CoilAllocation view, graceful fallback)
Uses alloc_request + alloc_request_detail tables with coil_number field
Duplicate detection (part+lot+coil_number)
Service: src/services/alloc-requests.ts — full CRUD + submit/cancel
Service: src/services/available-coils.ts — Epicor coil query with graceful fallback
8 API routes: list, cart CRUD, items CRUD, submit, cancel, detail
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)

/(portal)/invoices/page.tsx — client-side fetch with loading skeleton
Only visible if company can_access_invoices=true (403 response + user-friendly message)
Service: getInvoicesForCompany(companyId) querying inv_upload_entry filtered by company
Invoice table with search, sort, CSV export (invoice#, job#, page, date, sent date, PDF link)
PDF download endpoint /api/invoices/{id}/pdf with company security check
File serving from configurable INVOICE_STORAGE_PATH storage directory
Permission check: view_invoices + can_access_invoices
Deps: F-005, F-009 | Est: 4 hrs | Status: ✅ Complete

C-016: Notifications Display

Fixed notification bell unread count (was counting read records, now counts unread alerts)
Notification service: getActiveNotifications(), getUnreadAlertCount(), markNotificationRead()
Alert banner on dashboard uses correct unread count for current user
/(portal)/notifications/page.tsx — notification list with unread alerts section
Mark as read → upsert quest_user_notification_alert_read record
API routes: /api/notifications (GET list) + /api/notifications/{id}/read (POST mark read)
Deps: F-005, F-009 | Est: 3 hrs | Status: ✅ Complete

Phase 3: Admin Features (Est. 60-80 hrs)

A-001: User Management

/(portal)/admin/users/page.tsx — user list with search/filter
/(portal)/admin/users/[id]/page.tsx — user detail/edit
/(portal)/admin/users/new/page.tsx — create user
CRUD operations via server actions
Assign/remove company associations
Assign permission groups
Activate/deactivate users
Set IsSubUser flag
View login history (success/failure counts)
Deps: F-007, F-005 | Est: 8 hrs

A-002: Company Management

/(portal)/admin/companies/page.tsx — company list
/(portal)/admin/companies/[id]/page.tsx — company detail/edit
Edit: display name, InvoicingEmail, OrderAckEmail, CanAccessInvoices, ReceivesSOEmails
Activate/deactivate companies
View associated users
Deps: F-005 | Est: 5 hrs

A-003: Account Request Management

/(portal)/admin/account-requests/page.tsx
List pending requests
Approve: create auth_user + quest_user + company association
Reject: mark RequestProcessed without creating user
Send approval/rejection email
Deps: F-005, A-001 | Est: 4 hrs

A-004: Invoice Upload + Processing

/(portal)/admin/invoices/upload/page.tsx
Multi-page PDF upload
Parse PDF to extract individual invoices by invoice number
Match to CustID via getCustomerIDsForInvoiceNumbers()
Match to JobNum via getJobNumberByInvoiceNumber()
Create inv_upload + inv_upload_entry records
Status tracking (upload status, per-entry errors)
Send invoices to companies with InvoicingEmail
Handle: ignored entries, replaced entries, send errors
Upload history view
Deps: F-005, C-015 | Est: 12 hrs

A-005: AP Check Processing

/(portal)/admin/ap-check/page.tsx
Excel upload (XLS/XLSX)
Extract Group ID from cell AB9
Query Epicor CheckLines.sql by Group ID
Generate CSV with specific formatting
- Country code handling: 'USA' vs 'FOR' (foreign)
- Address field processing
Download generated CSV
Batch status tracking in finance_ap_check_processing_batch
Deps: F-005 | Est: 8 hrs

A-006: Notification Management

/(portal)/admin/notifications/page.tsx — list + CRUD
Create: Title, Text, IsAlert, Date, Time
Edit/delete existing notifications
Preview notification as customer would see it
Deps: F-005 | Est: 3 hrs

A-007: Documentation / Knowledge Base

/(portal)/admin/documentation/page.tsx — category + article management
Category CRUD (name, icon)
Article CRUD (content, category assignment)
Permission group assignment per article
Customer-facing documentation viewer
Deps: F-005 | Est: 5 hrs

A-008: Shipping Reports

/(portal)/admin/shipping-reports/page.tsx
View generated reports (stored Excel files)
Manual trigger: generate previous month report
Manual trigger: generate YTD report
Service: getShippingForMonth(), getShippingYTD() via Epicor
Excel generation using a library (e.g., ExcelJS)
Deps: F-006 | Est: 4 hrs

A-009: Wave/EDI Process Management

/(portal)/admin/wave/page.tsx
List wave_process entries with enable/disable toggles
View wave_process_history with run results
Manual trigger for processes
Minimal implementation — client migrating EDI to another product
Deps: F-005 | Est: 4 hrs

A-010: Paint Schedule Management

/(portal)/admin/paint-schedule/page.tsx
CRUD for paint schedule entries
Plant/line selection from paint_plant, paint_line, paint_plant_line
Job lookup from Epicor (getJobForPaintLine, getJob)
Schedule view (calendar or table format)
Fields: JobID, PartDescription, Customer, Qty, EstimatedRunTime, StartTime, Notes, Complete, LineSpeed
Deps: F-005, F-006 | Est: 6 hrs

A-011: Admin Password Reset Links

Generate password reset link for any user
Create auth_password_reset record with token
Optional: bypass minimum time restriction (min_time_bypass)
Copy link to clipboard for admin to send manually
Deps: F-007 | Est: 2 hrs

Phase 4: Background Jobs & Polish (Est. 30-40 hrs)

J-001: BullMQ Infrastructure

Install and configure BullMQ with Redis connection
src/jobs/worker.ts — worker process setup
Job registration and scheduling system
Dashboard: Bull Board or similar for job monitoring (admin only)
Retry logic with exponential backoff
Dead letter queue for failed jobs
Deps: F-002 | Est: 4 hrs

J-002: Shipment Request Nag Job

Runs every 15 minutes
Find open (unsubmitted) shipment requests
Send reminder email to request owner
Track LastNagDT to avoid duplicate nags
Respects withoutOverlapping (skip if previous run still active)
Deps: J-001, C-013 | Est: 3 hrs

J-003: Order Acknowledgement Email Job

Runs hourly
Query Epicor for new orders (getOrdersForCustomerOnOrAfterDate)
Cross-reference against quest_processed_order_acknowledgement_email
Send to companies with ReceivesSOEmails=true and OrderAckEmail set
Record in quest_processed_order_acknowledgement_email to prevent duplicates
Deps: J-001, C-004 | Est: 4 hrs

J-004: Invoice Cleanup Job

Runs daily
disc:clearoldinvoices equivalent
Clean up old/expired invoice temporary data
Deps: J-001, A-004 | Est: 2 hrs

J-005: Shipping Report Generation Jobs

Monthly report: 1st of month at 3am
- Call getShippingForMonth(lastMonth)
- Generate Excel file, save to storage
YTD report: twice daily
- Call getShippingYTD()
- Generate/overwrite Excel file
Deps: J-001, A-008 | Est: 4 hrs

J-006: Wave EDI End-of-Month Job

Runs monthly on 1st
Execute Wave EDI end-of-month process
Log results to wave_process_history
Send completion email
Minimal implementation per client direction
Deps: J-001, A-009 | Est: 3 hrs

J-007: Email Service (Microsoft Graph)

src/lib/email.ts — Microsoft Graph API client
OAuth2 client credentials flow (tenant + client ID + secret)
Send email function: sendEmail(to, subject, htmlBody, from?)
Email logging to quest_email_log
Template system for common emails (request confirmation, nag, acknowledgement)
Error handling + retry for transient Graph API failures
Deps: F-001 | Est: 5 hrs

J-008: PDF Generation Service

src/lib/pdf.ts — PDF generation abstraction
Method 1: Puppeteer (render HTML → PDF, replaces wkhtmltopdf)
Method 2: @react-pdf/renderer for structured documents
Templates: Order Acknowledgement, BOL, Job Traveler, Invoice
Consistent header/footer styling
Deps: F-001 | Est: 4 hrs

J-009: E2E Test Suite

Playwright configuration
Test: Login flow (success + failure + rate limiting)
Test: Dashboard loads with data
Test: Inventory browse → category → summary → detail drill-down
Test: Shipment request full workflow (create → add items → submit)
Test: Admin invoice upload
Test: Company switcher (admin)
Data validation tests comparing Epicor query results
Deps: All C-* tasks | Est: 8 hrs

J-010: Production Deployment & Cutover

Verify all Traefik routes serving correctly with SSL
Run data migration scripts against production database
Verify all Epicor connections from expvtcasp01
DNS cutover: update quest.vorteq.wulf.cloud or portal.vorteqcoil.com as needed
Smoke test all features post-cutover
Rollback plan documented
Security hardening: change Traefik dashboard password, secure .env, firewall rules
Deps: All tasks | Est: 4 hrs

Infrastructure Tasks (Completed)

I-001: Server Provisioning

Linux server provisioned (expvtcasp01)
Docker installed
Docker Compose installed
Netbird VPN configured (100.89.62.20)

I-002: Forgejo Repository

Repository created at forgejo.wulfconsulting.cloud/lorentz/quest-vorteq
SSH key configured (port 222)
Git identity configured on server
Initial infrastructure files pushed

I-003: CI/CD Pipeline

Forgejo Actions enabled on repository
Self-hosted runner registered (expvtcasp01) using Docker-in-Docker
Build workflow: checkout → Docker build → push to Forgejo registry
Deploy workflow: SSH into server → pull → restart containers
Secrets configured (registry credentials, deploy SSH key)

I-004: Infrastructure Stack

Traefik v3 running with Cloudflare DNS challenge
SSL certificate issued for traefik.vorteq.wulf.cloud
PostgreSQL 16 running with dev/test/prod databases
Redis 7 running with separate DB numbers per environment
Cloudflare DNS A records pointing to Netbird IP

I-005: Domain Configuration

quest.vorteq.wulf.cloud → 100.89.62.20 (production)
dev.quest.vorteq.wulf.cloud → 100.89.62.20 (development)
testing.vorteq.wulf.cloud → 100.89.62.20 (testing)
traefik.vorteq.wulf.cloud → 100.89.62.20 (dashboard)

Summary

Phase	Tasks	Est. Hours (Low)	Est. Hours (High)
Phase 1: Foundation	F-001 to F-010	28	38
Phase 2: Core Features	C-001 to C-016	80	110
Phase 3: Admin Features	A-001 to A-011	60	80
Phase 4: Jobs & Polish	J-001 to J-010	30	40
Infrastructure	I-001 to I-005	Done	Done
TOTAL	52 tasks	198	268

27 KiB Raw Blame History

Vorteq Quest Portal - Task Tracking

Phase 1: Foundation (Est. 30-40 hrs)

F-001: Project Scaffold

F-002: Docker & Infrastructure Alignment

F-003: Prisma Schema - Auth Domain

F-004: Prisma Schema - Quest Domain

F-005: Prisma Schema - Remaining Domains

F-006: Epicor MSSQL Connection Service

F-007: Better Auth Setup

F-008: Middleware & Guards

F-009: Base Layout & Navigation

F-010: Data Migration Scripts

Phase 2: Core Features (Est. 80-110 hrs)

C-001: Dashboard

C-002: Inventory Summary Views

C-003: Inventory Detail Views

C-004: Order List

C-005: Order Acknowledgement Detail + PDF

C-006: Shipment List

C-007: BOL Detail + PDF

C-008: Coil Activity - Usage Report

C-009: Coil Activity - Receipts Report

C-010: Coil-by-Coil Report

C-011: Job Status by Plant

C-012: Job Traveler + PDF

C-013: Shipment Request Cart Workflow

C-014: Coil Allocation Request Cart Workflow

C-015: Invoice Viewing (Customer)

C-016: Notifications Display

Phase 3: Admin Features (Est. 60-80 hrs)

A-001: User Management

A-002: Company Management

A-003: Account Request Management

A-004: Invoice Upload + Processing

A-005: AP Check Processing

A-006: Notification Management

A-007: Documentation / Knowledge Base

A-008: Shipping Reports

A-009: Wave/EDI Process Management

A-010: Paint Schedule Management

A-011: Admin Password Reset Links

Phase 4: Background Jobs & Polish (Est. 30-40 hrs)

J-001: BullMQ Infrastructure

J-002: Shipment Request Nag Job

J-003: Order Acknowledgement Email Job

J-004: Invoice Cleanup Job

J-005: Shipping Report Generation Jobs

J-006: Wave EDI End-of-Month Job

J-007: Email Service (Microsoft Graph)

J-008: PDF Generation Service

J-009: E2E Test Suite

J-010: Production Deployment & Cutover

Infrastructure Tasks (Completed)

I-001: Server Provisioning

I-002: Forgejo Repository

I-003: CI/CD Pipeline

I-004: Infrastructure Stack

I-005: Domain Configuration

Summary

27 KiB

Raw Blame History