toga-ai 1.0.413 → 1.0.414
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| Doc | Summary | Files |
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| [Database Changes (dbchanges2) Repository Architecture](architecture.md) | `dbchanges2` is the **schema-migration / SQL change-set repository** for the entire 2.0 platform. | Core/, Client/, Client_<Tenant>/, Logs/, Logs_Client/, _modules/ |
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| [Surface Layer Schema (UI presentation/config tables)](features/surface-layer-schema.md) | The persistent schema for the platform-wide **Surface** UI presentation/configuration layer (see the `_underscore` [surface-resolver](../../_underscore/features | dbchanges2/Client/2026-06-25a - SurfaceClientTables.sql, dbchanges2/Client_Compass/2026-06-25d - SalesOrderSurfaceClientSeed.sql, _underscore/Model/Client/ThemeToken.php, toga25-supply/src/themeConfig.json, dbchanges2/Core/2026-06-25a - SurfaceCoreTables.sql, dbchanges2/Core/2026-06-25b - SurfaceRecordsAndFields.sql, dbchanges2/Core/2026-06-25c - SalesOrderLoginSurfaceSeed.sql, dbchanges2/Core/2026-06-29a - ItemsSurfaceSeed.sql, dbchanges2/Core/2026-06-29b - SurfaceMetaPublicReadAcl.sql, dbchanges2/Client/2026-06-29c - SurfaceRecordScriptAcl.sql, dbchanges2/Core/2026-06-29c - SurfaceDebugPhpMethodFix.sql, dbchanges2/Core/2026-06-29d - VendorItemsSurfaceSeed.sql, dbchanges2/Core/2026-06-29e - InventorySurfaceSeed.sql, dbchanges2/Core/2026-06-30a - SurfaceMetaGroupAndSalesOrderSections.sql, dbchanges2/Client/2026-06-30a - SurfaceMetaGroupAcl.sql, dbchanges2/Client_Compass/2026-06-30a - SalesOrderDisplaySectionManagerOverrides.sql, dbchanges2/Client_CompassCanada/2026-06-30a - SalesOrderSurfaceManagerOverrides.sql, dbchanges2/Client_Quad/2026-06-30a - SalesOrderSurfaceClientOverrides.sql, dbchanges2/Client/2026-06-25a - SurfaceClientTables.sql, dbchanges2/Client/2026-06-25b - SurfaceClientSeed.sql, dbchanges2/Client/2026-06-25c - SurfaceClientAcl.sql, dbchanges2/Client/2026-06-03- BLANK_CLIENT_DATABASE.sql, dbchanges2/Core/2026-07-17h - Update - ClearApprovalsFilterButtonConfig.sql, dbchanges2/Client_Compass/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_Compass/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Client_CompassCanada/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_CompassCanada/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Client_Quad/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_Quad/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Core/2026-07-20a - Update - HideAdminNotesSectionByDefault.sql, dbchanges2/Core/2026-07-20b - Update - NotesSectionFieldElements.sql, dbchanges2/Client_Compass/2026-07-20a - AdminNotesSectionVisibilityOverride.sql, dbchanges2/Client_Compass/2026-07-20b - NotesSectionFieldsOverride.sql, dbchanges2/Client_CompassCanada/2026-07-20a - AdminNotesSectionVisibilityOverride.sql, dbchanges2/Client_CompassCanada/2026-07-20b - NotesSectionFieldsOverride.sql, dbchanges2/Client_Quad/2026-07-20a - NotesSectionFieldsOverride.sql, dbchanges2/Core/2026-07-20c - Update - VendorItemsToggleSurfaceSeed.sql, dbchanges2/Client_Compass/2026-07-20c - ItemRecordEditButtonEnable.sql, dbchanges2/Client_Compass/2026-07-20d - ItemRecordVendorItemsEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20c - ItemRecordEditButtonEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20d - ItemRecordVendorItemsEnable.sql, dbchanges2/Core/2026-07-20e - RestoreApproveDenyRowActions.sql, dbchanges2/Client_Compass/2026-07-20e - RowActionsApprovalWorkflowAdminEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20e - RowActionsApprovalWorkflowAdminEnable.sql, dbchanges2/Core/2026-07-17 - README - RUN ORDER.md, dbchanges2/Client_Compass/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_Compass/2026-07-21b - SalesOrderApprovalsGateEnable.sql, dbchanges2/Client_CompassCanada/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_CompassCanada/2026-07-21b - SalesOrderApprovalsGateEnable.sql, dbchanges2/Client_Quad/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_Quad/2026-07-21b - SalesOrderApproveDisabledTooltipTranslation.sql, dbchanges2/Core/2026-07-21a - SalesOrderDecisionSummarySurfaceSeed.sql, dbchanges2/Core/2026-07-21b - SalesOrderDecisionActionSurfaceSeed.sql |
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| [Surface Layer Schema (UI presentation/config tables)](features/surface-layer-schema.md) | The persistent schema for the platform-wide **Surface** UI presentation/configuration layer (see the `_underscore` [surface-resolver](../../_underscore/features | dbchanges2/Client/2026-06-25a - SurfaceClientTables.sql, dbchanges2/Client_Compass/2026-06-25d - SalesOrderSurfaceClientSeed.sql, _underscore/Model/Client/ThemeToken.php, toga25-supply/src/themeConfig.json, dbchanges2/Core/2026-06-25a - SurfaceCoreTables.sql, dbchanges2/Core/2026-06-25b - SurfaceRecordsAndFields.sql, dbchanges2/Core/2026-06-25c - SalesOrderLoginSurfaceSeed.sql, dbchanges2/Core/2026-06-29a - ItemsSurfaceSeed.sql, dbchanges2/Core/2026-06-29b - SurfaceMetaPublicReadAcl.sql, dbchanges2/Client/2026-06-29c - SurfaceRecordScriptAcl.sql, dbchanges2/Core/2026-06-29c - SurfaceDebugPhpMethodFix.sql, dbchanges2/Core/2026-06-29d - VendorItemsSurfaceSeed.sql, dbchanges2/Core/2026-06-29e - InventorySurfaceSeed.sql, dbchanges2/Core/2026-06-30a - SurfaceMetaGroupAndSalesOrderSections.sql, dbchanges2/Client/2026-06-30a - SurfaceMetaGroupAcl.sql, dbchanges2/Client_Compass/2026-06-30a - SalesOrderDisplaySectionManagerOverrides.sql, dbchanges2/Client_CompassCanada/2026-06-30a - SalesOrderSurfaceManagerOverrides.sql, dbchanges2/Client_Quad/2026-06-30a - SalesOrderSurfaceClientOverrides.sql, dbchanges2/Client/2026-06-25a - SurfaceClientTables.sql, dbchanges2/Client/2026-06-25b - SurfaceClientSeed.sql, dbchanges2/Client/2026-06-25c - SurfaceClientAcl.sql, dbchanges2/Client/2026-06-03- BLANK_CLIENT_DATABASE.sql, dbchanges2/Core/2026-07-17h - Update - ClearApprovalsFilterButtonConfig.sql, dbchanges2/Client_Compass/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_Compass/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Client_CompassCanada/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_CompassCanada/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Client_Quad/2026-07-17a - SalesOrderApprovalActionsOverride.sql, dbchanges2/Client_Quad/2026-07-17b - SalesOrderApprovalsFilterButtonOverride.sql, dbchanges2/Core/2026-07-20a - Update - HideAdminNotesSectionByDefault.sql, dbchanges2/Core/2026-07-20b - Update - NotesSectionFieldElements.sql, dbchanges2/Client_Compass/2026-07-20a - AdminNotesSectionVisibilityOverride.sql, dbchanges2/Client_Compass/2026-07-20b - NotesSectionFieldsOverride.sql, dbchanges2/Client_CompassCanada/2026-07-20a - AdminNotesSectionVisibilityOverride.sql, dbchanges2/Client_CompassCanada/2026-07-20b - NotesSectionFieldsOverride.sql, dbchanges2/Client_Quad/2026-07-20a - NotesSectionFieldsOverride.sql, dbchanges2/Core/2026-07-20c - Update - VendorItemsToggleSurfaceSeed.sql, dbchanges2/Client_Compass/2026-07-20c - ItemRecordEditButtonEnable.sql, dbchanges2/Client_Compass/2026-07-20d - ItemRecordVendorItemsEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20c - ItemRecordEditButtonEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20d - ItemRecordVendorItemsEnable.sql, dbchanges2/Core/2026-07-20e - RestoreApproveDenyRowActions.sql, dbchanges2/Client_Compass/2026-07-20e - RowActionsApprovalWorkflowAdminEnable.sql, dbchanges2/Client_CompassCanada/2026-07-20e - RowActionsApprovalWorkflowAdminEnable.sql, dbchanges2/Core/2026-07-17 - README - RUN ORDER.md, dbchanges2/Client_Compass/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_Compass/2026-07-21b - SalesOrderApprovalsGateEnable.sql, dbchanges2/Client_CompassCanada/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_CompassCanada/2026-07-21b - SalesOrderApprovalsGateEnable.sql, dbchanges2/Client_Quad/2026-07-21a - SalesOrderApproveEnabledRuleOverride.sql, dbchanges2/Client_Quad/2026-07-21b - SalesOrderApproveDisabledTooltipTranslation.sql, dbchanges2/Core/2026-07-21a - SalesOrderDecisionSummarySurfaceSeed.sql, dbchanges2/Core/2026-07-21b - SalesOrderDecisionActionSurfaceSeed.sql, dbchanges2/Client_Quad/2026-07-21c - SalesOrderDecisionSummaryOverride.sql, dbchanges2/Client_Compass/2026-07-21c - SalesOrderDecisionSummaryTotalConcat.sql, dbchanges2/Client_CompassCanada/2026-07-21c - SalesOrderDecisionSummaryTotalConcat.sql |
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| [2.0 New-Client Onboarding (manual process)](workflows/client-onboarding.md) | > **A local browser wizard now automates this.** Steps 2–9 below (create DBs, generate Core/API > inserts, append to `Clients_Db.txt`) — plus the dbchanges2 bla | Client/, Client_<Tenant>/, Core/, Logs_Client/ |
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- dbchanges2/Client_Quad/2026-07-21b - SalesOrderApproveDisabledTooltipTranslation.sql
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- dbchanges2/Core/2026-07-21a - SalesOrderDecisionSummarySurfaceSeed.sql
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- dbchanges2/Core/2026-07-21b - SalesOrderDecisionActionSurfaceSeed.sql
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- dbchanges2/Client_Quad/2026-07-21c - SalesOrderDecisionSummaryOverride.sql
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- dbchanges2/Client_Compass/2026-07-21c - SalesOrderDecisionSummaryTotalConcat.sql
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- dbchanges2/Client_CompassCanada/2026-07-21c - SalesOrderDecisionSummaryTotalConcat.sql
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related:
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- ../../_underscore/features/surface-resolver.md
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---
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@@ -306,8 +309,31 @@ Both seeds are **ADDITIVE, id-agnostic, and re-runnable**: `NOT EXISTS`-guarded
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`config.role`/`valueKey`; Messages guarded by `messageKey`; the surfaces inherit `appId`/`recordId`
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from the existing `order-details` sibling surface **by slug** (never a hardcoded id). Same authoring
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pattern as the `2026-07-17g` seed. These are **Core→Core only** (prod-safe — no cross-DB Client
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subselect).
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subselect).
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### Per-client decision-summary overrides (Quad hides + Compass/CC concat Total, 2026-07-21c)
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The per-client divergence off the shared `sales-order-decision-summary` surface was seeded (all three
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files use suffix `c`; `b` was already taken in each client folder, and each `run after Core/2026-07-21a`
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per the RUN ORDER README). All are **client-level** (`roleId`/`personaId`/`languageId` NULL — see the
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decision below), id-agnostic (resolved by `Surfaces.slug` + `config.valueKey`, never a hardcoded id),
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and `NOT EXISTS`-guarded.
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- **Quad field hides** (`Client_Quad/2026-07-21c`) — three `IS_VISIBLE='0'` overrides hiding **Assigned
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Manager** (`assignedTo._name`), **Cost Center** (`c_erpEntityId`), and **Reason for Request**
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(`reasonForRequest`, the read-only summary row — **NOT** the editable reason input). `IS_VISIBLE` is
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in the base attribute ENUM (no widener needed). Renders end-to-end with **no FE change** (the resolver
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applies visibility; the summary adapter already honors `el.isVisible`). Applied to local Client_Quad
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and verified.
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- **Compass + Compass Canada concatenated Total** (`Client_Compass/2026-07-21c`,
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`Client_CompassCanada/2026-07-21c`) — a `CONFIG` override on the Total element setting the **full**
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config `{"valueKey":"_totalPurchase","isConcatenated":{"valueKey":"_totalLease","suffix":"/mo",
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"layout":"stacked","valueType":"currency"}}` — stacks the monthly lease figure under the purchase
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Total for the lease clients. Because a `CONFIG` override **replaces the whole object** (see the resolver
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doc), the override **must** carry the base `valueKey` (`_totalPurchase`), not just the added
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`isConcatenated` key — omitting it silently drops the base binding. Resolved by slug +
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`config.valueKey='_totalPurchase'`. Requires the small FE adapter extension to emit `isConcatenated`
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(see [surface-frontend](../../toga25-supply/features/surface-frontend.md)). Authored this session;
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only Quad confirmed applied locally.
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## ThemeTokens — per-tenant, physically isolated in each client DB
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override is added). **Open follow-up.**
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## Change history
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- 2026-07-21 — Seeded the **per-client decision-summary overrides** off the shared
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`sales-order-decision-summary` surface (all `2026-07-21c`, client-level — `roleId`/`personaId`/
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`languageId` NULL): **Quad** hides three summary rows (`assignedTo._name`, `c_erpEntityId`,
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`reasonForRequest` — the read-only row, not the reason input) via `IS_VISIBLE='0'` (base ENUM, no FE
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change); **Compass + Compass Canada** stack the monthly lease figure under Total via a `CONFIG`
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override carrying the **full** config (`_totalPurchase` + `isConcatenated{_totalLease, suffix "/mo",
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layout stacked, currency}`). All id-agnostic (slug + `config.valueKey`), NOT EXISTS-guarded, registered
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in the RUN ORDER README (`run after Core/2026-07-21a`). Reinforces the CONFIG-replaces-wholesale rule:
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a partial CONFIG override silently drops the base `valueKey`. Scoped client-level not role-scoped (a
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display flourish for every tenant user; open follow-up to re-scope Compass concat to a role if wanted).
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Only Quad confirmed applied locally. (apeterson)
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- 2026-07-21 — Seeded the **SalesOrder decision-modal (approve + deny) surfaces**, migrating the
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per-client `approvalActionFields.json` display config to metadata. `Core/2026-07-21a` = one SHARED
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`sales-order-decision-summary` SECTION surface (cardType `decisionSummary`, 8 read-only FIELD summary
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visibility, icons, `isRequired`, placeholder, `textAreaHeight`); JSON fills gaps and functional
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wiring. The per-client `approvalActionFields.json` files are kept on disk as reference (not deleted).
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**Concatenated summary values (`isConcatenated`).** `surfaceBundlesToDecisionFields.ts` now passes an
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element's `config.isConcatenated` through **verbatim** onto the decision-summary row: it exports a
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`DecisionSummaryConcat` type (string shorthand | descriptor `{valueKey, prefix?, suffix?, valueType?,
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layout?: 'inline'|'stacked', label?}`, mirroring blox `BaseDetailField`'s `isConcatenated`) and added an
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optional `isConcatenated?` to `DecisionSummaryField`; `buildSummaryFields` copies `config.isConcatenated`
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straight through. This is purely additive — before it, the adapter dropped the concat config, so the
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Compass / Compass Canada Total `CONFIG` override (stacking `_totalLease` under `_totalPurchase`, seed
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side in [surface-layer-schema](../../dbchanges2/features/surface-layer-schema.md)) would have seeded data
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the FE ignored. blox `BaseDetailField` (`renderBaseDetailFieldValue.tsx`) already supports
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`valueKey`+`suffix`+`layout:'stacked'`+`valueType:'currency'`. tsc + eslint clean.
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**Shared summary, separate per-action chrome (decision).** The 8 order-summary rows are identical for
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approve and deny, so they come from **one** shared surface (`sales-order-decision-summary`); the action
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chrome (title, reason-input required-ness, confirm button, icons, toasts) diverges, so it is **two**
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treat type-checking as pending. Runtime `GET /v2/surfaces/{slug}/meta` also not yet exercised.
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## Change history
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- 2026-07-21 — Extended `surfaceBundlesToDecisionFields.ts` to emit **`isConcatenated`** on
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decision-summary rows: new exported `DecisionSummaryConcat` type (string shorthand | descriptor
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`{valueKey, prefix?, suffix?, valueType?, layout?, label?}`, mirroring blox `BaseDetailField`); optional
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`isConcatenated?` added to `DecisionSummaryField`; `buildSummaryFields` passes `config.isConcatenated`
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through verbatim. Purely additive (tsc + eslint clean). The adapter previously dropped concat config, so
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the Compass / Compass Canada Total `CONFIG` override (stacks `_totalLease` under `_totalPurchase`)
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would have been ignored FE-side; blox `renderBaseDetailFieldValue.tsx` already renders
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valueKey+suffix+stacked+currency. (apeterson)
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- 2026-07-21 — Migrated the **SalesOrders approve/deny decision modal** display config onto Surface via
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an **overlay** adapter seam. New `surfaceBundlesToDecisionFields.ts` adapts the 3 resolved bundles
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(`DECISION_SURFACE_SLUGS`) into `{orderContentDetails, approve, deny}`, finding elements by
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package/package.json
CHANGED