POs Created — technical specification

POs Created (app/po_rel.py)

Dave, 2026-09-06: "A report of POs created summary and detail" and "PO Report notification is on screen only" — hence no export, no email, no scheduled send.

• GET /po/report — summary from po_release, filtered on created_at::date between the range (default: last 30 days), optional vendor (ilike) and mode (Manual/Auto). RO count is count(distinct k.order_no) over ro_po_link joined on qb_po_number = doc_number.
• GET /po/report/{release_id}/detail — the checked po_buy_line rows for that release, plus the ro_po_link rows carrying the same PO number.

Gotchas for whoever changes this

• po_buy_line has vendor_id, not vendor_name. The name lives on po_release. The detail query filters on vendor_id when the release recorded a QB vendor id and falls back to every checked line on the list when it did not.
• base.html defines {% block body %}, not content. A template using content renders the chrome and silently drops the entire page body — it returns 200 and looks fine until you notice the table is missing. This cost a debugging cycle.
• po_release_list_vendor_uq allows one non-Failed release per vendor per buy list, so test rows must be deleted, not re-inserted.
• Blank/inventory "Bought for" is expected, not a bug — inventory POs are never linked to an RO line (see po_rel.release_manual).

QuickBooks deep links (added 2026-09-06)

im2.qb_po_url(qb_po_id) → https://app.qbo.intuit.com/app/purchaseorder?txnId=<id>, or None. QuickBooks opens a transaction by its internal id, never by the PO number, so a hand-keyed PO holding PENDING:<doc> has no link until the nightly sync matches it. Used by the POs Created list and detail, the RO line's PO Links, and the workbench supply drill-down (renderSupplyTable in base.html, which now receives qb_po_id). The link lands on the transaction if the user is already signed into QuickBooks; otherwise Intuit asks them to sign in and then opens it.

Shared table sort (2026-09-07)

Column sorting is one implementation in templates/base.html (Dave, 2026-09-07: "all screens that have tables like this need sorts on the appropriate columns"). A table opts in with class="sorttable"; every thead th becomes sortable except those with class="nosort"/class="toggle", an empty heading, or a checkbox in the heading. Client-side only, over the rows already rendered. Details: tech/table_sorting.md.