update: Major Overhault to all subsystems

.claude/crm-step-07.md

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+# CRM Step 07 — Frontend: Orders Module
+
+## Context
+Read `.claude/crm-build-plan.md` for full context, data models, and IMPORTANT NOTES.
+Steps 01–06 must be complete.
+
+## Task
+Build the Orders section.
+
+## Files to create
+
+### `frontend/src/crm/orders/OrderList.jsx`
+- Fetch `GET /api/crm/orders` (query: status, payment_status)
+- Table: Order #, Customer name (resolve from customer_id via separate fetch or denormalize), Status badge, Total, Payment status, Date
+- Filter dropdowns: Status, Payment Status
+- "New Order" button → `/crm/orders/new`
+- Row click → `/crm/orders/:id`
+
+### `frontend/src/crm/orders/OrderForm.jsx`
+Create/edit. Receives `orderId` prop and optional `customerId` from query param.
+
+**Sections:**
+1. **Customer** — searchable dropdown (fetch `/api/crm/customers`). Shows name + organization.
+2. **Order Info** — order_number (auto, editable), status (dropdown), currency
+3. **Items** — dynamic list. Each item:
+   - type selector: console_device | product | freetext
+   - product: dropdown from `/api/crm/products` (auto-fills product_name, unit_price)
+   - console_device: text input for device_id + label
+   - freetext: description text input
+   - quantity (number), unit_price (number), serial_numbers (comma-separated)
+   - Remove row button
+   - Add Item button
+4. **Pricing** — show computed subtotal (sum of qty * unit_price). Discount: type toggle (% or fixed) + value input + reason. Show computed total = subtotal - discount. These values are sent to backend as-is.
+5. **Payment** — payment_status dropdown, invoice_path (nextcloud path text input)
+6. **Shipping** — method, carrier, tracking_number, destination, shipped_at (date), delivered_at (date)
+7. **Notes** — textarea
+
+Save → POST or PUT. Delete with confirmation.
+
+### `frontend/src/crm/orders/OrderDetail.jsx`
+Read-only view of a single order.
+- Header: order number, status badge, customer name (link to customer)
+- Items table: product/description, qty, unit price, line total
+- Pricing summary: subtotal, discount, total
+- Shipping card: all shipping fields
+- Payment card: status, invoice path (if set, show as link)
+- Notes
+- Edit button → OrderForm
+- Back to customer button
+
+### `frontend/src/crm/orders/index.js`
+Export all components.
+
+## Routing in `frontend/src/App.jsx`
+```jsx
+<Route path="/crm/orders" element={<OrderList />} />
+<Route path="/crm/orders/new" element={<OrderForm />} />
+<Route path="/crm/orders/:id" element={<OrderDetail />} />
+<Route path="/crm/orders/:id/edit" element={<OrderForm />} />
+```
+
+## Sidebar update
+Add to CRM section:
+- Orders → `/crm/orders`
+
+## Notes
+- Status badge colors: draft=grey, confirmed=blue, in_production=orange, shipped=purple, delivered=green, cancelled=red
+- Payment status: pending=yellow, partial=orange, paid=green
+- Discount calculation: if type=percentage → total = subtotal * (1 - value/100). if type=fixed → total = subtotal - value
+- When a product is selected from dropdown in item row, auto-fill unit_price from product.price (user can override)
+- Order list needs customer names — either fetch all customers once and build a map, or add customer_name as a denormalized field when creating/updating orders (simpler: fetch customer list once)