u

src/store/shipment/create.js

@@ -4,6 +4,7 @@ import { insertLines, parseDate } from '../manifestLines.js';
 import makeRunner from '../runner.js';
 import { loadShipment, queriesFor } from './helpers.js';
 import { syncOrderSummary } from '../order/syncSummary.js';
+import { syncShipmentSummary } from './syncSummary.js';
 
 function requireId(val, name) {
   const n = Number(val);
@@ -25,35 +26,37 @@ export default function create(provider) {
   const q = queriesFor(provider);
 
   /**
-   * Creates a shipment manifest for an order.
+   * Creates a shipment manifest for an order containing one, some, or all items from the order.
+   * If input.lines is omitted or empty, all remaining unshipped items from the order are shipped.
+   * On individual lines, amount is optional and defaults to the remaining unshipped quantity.
    *
    * @param {number} googleAuthId - The id of the Google auth user.
    * @param {object} input - The shipment input.
    * @param {number} input.orderId - The parent order manifest id.
    * @param {string|Date} [input.date] - Optional shipment date (defaults to current date).
-   * @param {string} [input.externalNumber] - Optional external delivery note number.
-   * @param {Array<{sku: string, amount: number, name?: string, pu?: number, net?: number, rebate?: number, taxrate?: number, comment?: string}>} input.lines - The shipment positions.
+   * @param {string} [input.externalNumber] - Optional external delivery note number (defaults to order.externalNumber or order.number).
+   * @param {Array<{sku: string, amount?: number, name?: string, pu?: number, net?: number, rebate?: number, taxrate?: number, comment?: string}>} [input.lines] - The shipment positions (optional).
    * @param {object} [tx] - Optional transaction.
    * @returns {Promise<object>} The created shipment manifest.
-   * @throws {Error} If order not found, invalid lines, or article ceiling invariant exceeded.
+   * @throws {Error} If order not found, invalid lines, all items already shipped, or article ceiling invariant exceeded.
    *
    * @example
    * const shipment = await store.shipment.create(googleAuthId, {
    *   orderId: 10,
    *   lines: [{ sku: 'ITEM-A', amount: 5 }]
    * });
+   *
+   * // Ship all remaining items from the order:
+   * const fullShipment = await store.shipment.create(googleAuthId, { orderId: 10 });
    */
   return async (googleAuthId, input = {}, tx) => {
     const orderId = requireId(input.orderId, 'Order');
 
-    if (!Array.isArray(input.lines) || input.lines.length === 0) {
+    if (input.lines !== undefined && input.lines !== null && !Array.isArray(input.lines)) {
       throw new Error('Invalid lines');
     }
 
     const shipmentDate = parseDate(input.date) || new Date();
-    const externalNumber = input.externalNumber?.trim?.()
-      ? input.externalNumber.trim()
-      : null;
 
     const run = async (runner, innerTx) => {
       const { companyId } = await access(googleAuthId, runner);
@@ -68,11 +71,19 @@ export default function create(provider) {
         throw new Error('Order not found');
       }
 
+      const externalNumber = input.externalNumber !== undefined
+        ? (input.externalNumber?.trim?.() ? input.externalNumber.trim() : null)
+        : (order.externalNumber ?? order.number ?? null);
+
       // 2. Retrieve parent order lines
       const orderLinesRes = await runner.query(q.GET_ORDER_LINES, {
         orderId,
       });
       const orderLines = orderLinesRes.rows ?? [];
+      if (orderLines.length === 0) {
+        throw new Error('Order has no lines');
+      }
+
       const orderAmountBySku = new Map();
       const orderLineBySku = new Map();
 
@@ -85,27 +96,11 @@ export default function create(provider) {
         }
       }
 
-      // 3. Validate proposed lines SKUs and amounts
-      const proposedBySku = new Map();
-      for (const line of input.lines) {
-        const sku = String(line?.sku ?? '').trim();
-        const amount = Number(line?.amount);
-
-        if (!sku || !orderAmountBySku.has(sku)) {
-          throw new Error(`Article (${sku}) is not part of order (${order.number})`);
-        }
-        if (!Number.isFinite(amount) || amount <= 0) {
-          throw new Error('Invalid lines');
-        }
-
-        proposedBySku.set(sku, (proposedBySku.get(sku) || 0) + amount);
-      }
-
-      // 4. Retrieve shipment prefix from numbers table
+      // 3. Retrieve shipment prefix from numbers table
       const prefixRes = await runner.query(q.GET_SHIPMENT_PREFIX, { companyId });
       const shipmentPrefix = prefixRes.rows[0]?.prefix?.trim?.() || '-L-';
 
-      // 5. Retrieve already shipped amounts across existing shipment manifests of this order
+      // 4. Retrieve already shipped amounts across existing shipment manifests of this order
       const pattern = `${order.number}${shipmentPrefix}%`;
       const shippedRes = await runner.query(q.GET_SHIPPED_AMOUNTS_BY_ORDER_PATTERN, {
         companyId,
@@ -118,16 +113,84 @@ export default function create(provider) {
         shippedAmountBySku.set(sku, Number(row.shippedAmount || 0));
       }
 
-      // 6. Quantity ceiling check
-      for (const [sku, proposedAmount] of proposedBySku.entries()) {
-        const alreadyShipped = shippedAmountBySku.get(sku) || 0;
-        const ordered = orderAmountBySku.get(sku) || 0;
-        if (alreadyShipped + proposedAmount > ordered) {
-          throw new Error(`Shipment amount exceeds ordered amount for article (${sku})`);
+      // 5. Determine lines to ship (one, some, or all items)
+      const rawLines = input.lines;
+      const isAutoAll = !Array.isArray(rawLines) || rawLines.length === 0;
+
+      const linesToInsert = [];
+      const proposedBySku = new Map();
+
+      if (isAutoAll) {
+        // Automatically ship all remaining unshipped items from the order
+        for (const [sku, ordered] of orderAmountBySku.entries()) {
+          const alreadyShipped = shippedAmountBySku.get(sku) || 0;
+          const remaining = Math.round((ordered - alreadyShipped) * 1000) / 1000;
+          if (remaining > 0) {
+            const ol = orderLineBySku.get(sku);
+            linesToInsert.push({
+              sku,
+              name: ol?.name ?? sku,
+              pu: ol?.pu ?? 1,
+              amount: remaining,
+              net: Number(ol?.net ?? 0),
+              rebate: Number(ol?.rebate ?? 0),
+              taxrate: Number(ol?.taxrate ?? 0),
+              comment: ol?.comment ?? null,
+            });
+            proposedBySku.set(sku, remaining);
+          }
+        }
+
+        if (linesToInsert.length === 0) {
+          throw new Error('All items already shipped');
+        }
+      } else {
+        // Specific lines requested (one, some, or all items)
+        for (const line of rawLines) {
+          const sku = String(line?.sku ?? '').trim();
+          if (!sku || !orderAmountBySku.has(sku)) {
+            throw new Error(`Article (${sku}) is not part of order (${order.number})`);
+          }
+
+          const ordered = orderAmountBySku.get(sku) || 0;
+          const alreadyShipped = shippedAmountBySku.get(sku) || 0;
+          const remaining = Math.round((ordered - alreadyShipped) * 1000) / 1000;
+
+          let amount;
+          if (line.amount !== undefined && line.amount !== null) {
+            amount = Number(line.amount);
+            if (!Number.isFinite(amount) || amount <= 0) {
+              throw new Error('Invalid lines');
+            }
+          } else {
+            // Default to remaining quantity
+            if (remaining <= 0) {
+              throw new Error(`Shipment amount exceeds ordered amount for article (${sku})`);
+            }
+            amount = remaining;
+          }
+
+          const currentProposed = proposedBySku.get(sku) || 0;
+          if (alreadyShipped + currentProposed + amount > ordered) {
+            throw new Error(`Shipment amount exceeds ordered amount for article (${sku})`);
+          }
+          proposedBySku.set(sku, currentProposed + amount);
+
+          const ol = orderLineBySku.get(sku);
+          linesToInsert.push({
+            sku,
+            name: line.name ?? ol?.name ?? sku,
+            pu: line.pu !== undefined ? line.pu : (ol?.pu ?? 1),
+            amount,
+            net: line.net !== undefined ? Number(line.net) : Number(ol?.net ?? 0),
+            rebate: line.rebate !== undefined ? Number(line.rebate) : Number(ol?.rebate ?? 0),
+            taxrate: line.taxrate !== undefined ? Number(line.taxrate) : Number(ol?.taxrate ?? 0),
+            comment: line.comment !== undefined ? (line.comment ? String(line.comment) : null) : (ol?.comment ?? null),
+          });
         }
       }
 
-      // 7. Resolve next index <y>
+      // 6. Resolve next index <y>
       const existingShipmentsRes = await runner.query(q.LIST_SHIPMENTS_BY_ORDER_NUMBER_PATTERN, {
         companyId,
         pattern,
@@ -148,7 +211,7 @@ export default function create(provider) {
       const nextY = Math.max(existingShipments.length + 1, maxY + 1);
       const shipmentNumber = `${order.number}${shipmentPrefix}${nextY}`;
 
-      // 8. Create shipment manifest header
+      // 7. Create shipment manifest header
       const createdRes = await runner.query(q.CREATE_MANIFEST, {
         companyId,
         number: shipmentNumber,
@@ -160,29 +223,22 @@ export default function create(provider) {
       });
       const manifestId = createdRes.rows[0]?.id ?? createdRes.insertId;
 
-      // 9. Prepare lines copying defaults from order lines
-      const linesToInsert = input.lines.map((line) => {
-        const sku = String(line.sku).trim();
-        const ol = orderLineBySku.get(sku);
-        return {
-          sku,
-          name: line.name ?? ol?.name ?? sku,
-          pu: line.pu !== undefined ? line.pu : (ol?.pu ?? 1),
-          amount: Number(line.amount),
-          net: line.net !== undefined ? Number(line.net) : Number(ol?.net ?? 0),
-          rebate: line.rebate !== undefined ? Number(line.rebate) : Number(ol?.rebate ?? 0),
-          taxrate: line.taxrate !== undefined ? Number(line.taxrate) : Number(ol?.taxrate ?? 0),
-          comment: line.comment !== undefined ? (line.comment ? String(line.comment) : null) : (ol?.comment ?? null),
-        };
-      });
-
+      // 8. Insert lines
       await insertLines(runner, {
         manifestId,
         lines: linesToInsert,
         ensureTax,
       });
 
+      // 9. Synchronize order summary row and shipment summary row
       await syncOrderSummary(runner, { companyId, manifestId: orderId });
+      await syncShipmentSummary(runner, {
+        companyId,
+        manifestId,
+        orderId,
+        orderNumber: order.number,
+        state: 'new',
+      });
 
       return loadShipment(runner, q, companyId, manifestId);
     };

src/store/shipment/list.js

@@ -0,0 +1,281 @@
+import {
+  COUNT_MANIFESTS as MSSQL_COUNT_MANIFESTS,
+  GET_MANIFEST_LINES_BY_MANIFEST_IDS as MSSQL_LINES_BY_MANIFEST_IDS,
+} from '../../providers/mssql/queries/manifestDoc.js';
+import {
+  COUNT_MANIFESTS as SQLITE_COUNT_MANIFESTS,
+  GET_MANIFEST_LINES_BY_MANIFEST_IDS as SQLITE_LINES_BY_MANIFEST_IDS,
+} from '../../providers/sqlite3/queries/manifestDoc.js';
+import resolveSelectedCompanyAccess from '../companyuser/resolveSelectedCompanyAccess.js';
+import { shapeSummary } from '../manifestDoc/helpers.js';
+import { shapeLine } from '../manifestLines.js';
+import makeRunner from '../runner.js';
+
+const SHIPMENT_TYPE = 'shipment';
+
+export default function list(provider) {
+  const access = resolveSelectedCompanyAccess(provider);
+  const isSqlite = provider?.dialect === 'sqlite3';
+  const sqlLinesByManifestIds = isSqlite
+    ? SQLITE_LINES_BY_MANIFEST_IDS
+    : MSSQL_LINES_BY_MANIFEST_IDS;
+  const sqlCountManifests = isSqlite
+    ? SQLITE_COUNT_MANIFESTS
+    : MSSQL_COUNT_MANIFESTS;
+
+  /**
+   * Lists the shipments of the user's selected company.
+   *
+   * @param {number} googleAuthId - The id of the Google auth user.
+   * @param {object} [opts] - Optional pagination and filter options.
+   * @param {number} [opts.offset=0] - Number of shipments to skip.
+   * @param {number} [opts.limit=50] - Number of shipments to return.
+   * @param {string} [opts.search] - Free-text search matching shipment number, order number, external number, tracking code, or customer name.
+   * @param {'new'|'delivered'|'returned'} [opts.state] - Filter by delivery state.
+   * @param {number} [opts.seekMonths] - Negative integer for cutoff months ago (e.g. -1).
+   * @param {number} [opts.orderId] - Optional filter for parent order manifest id.
+   * @param {object} [tx] - Optional transaction.
+   * @returns {Promise<{shipments: Array<object>, total: number, unfilteredTotal: number, offset: number, limit: number}|Array<object>>}
+   */
+  return async (googleAuthId, opts, tx) => {
+    let offset = null;
+    let limit = null;
+    let isPaged = false;
+    let resolvedTx = tx;
+
+    const hasFilter = opts != null && typeof opts === 'object' && !opts._isTx && (
+      opts.offset !== undefined ||
+      opts.limit !== undefined ||
+      (typeof opts.search === 'string' && opts.search.trim() !== '') ||
+      (typeof opts.state === 'string' && opts.state.trim() !== '') ||
+      opts.seekMonths !== undefined ||
+      opts.orderId !== undefined
+    );
+
+    if (opts != null && typeof opts === 'object' && !opts._isTx) {
+      if (hasFilter || opts.offset !== undefined || opts.limit !== undefined) {
+        isPaged = true;
+        const parsedOffset = Number(opts.offset ?? 0);
+        const parsedLimit = Number(opts.limit ?? 50);
+        if (!Number.isInteger(parsedOffset) || parsedOffset < 0) {
+          throw new Error('Invalid offset');
+        }
+        if (!Number.isInteger(parsedLimit) || parsedLimit < 1) {
+          throw new Error('Invalid limit');
+        }
+        offset = parsedOffset;
+        limit = parsedLimit;
+      }
+    } else if (opts != null) {
+      resolvedTx = opts;
+    }
+
+    const runner = makeRunner(provider, resolvedTx);
+    const { companyId } = await access(googleAuthId, runner);
+
+    const conditions = ['m.company_id = @companyId', `m.${isSqlite ? '"type"' : '[type]'} = @type`];
+    const params = {
+      companyId,
+      type: SHIPMENT_TYPE,
+    };
+
+    // Date cutoff via seekMonths (strictly integer)
+    if (opts?.seekMonths !== undefined) {
+      if (typeof opts.seekMonths !== 'number' || !Number.isInteger(opts.seekMonths)) {
+        throw new Error('Invalid seekMonths');
+      }
+      const d = new Date();
+      d.setMonth(d.getMonth() - Math.abs(opts.seekMonths));
+      params.dateTo = d.toISOString();
+      conditions.push(`m.${isSqlite ? '"date"' : '[date]'} <= @dateTo`);
+    }
+
+    // Parent order id filter
+    if (opts?.orderId !== undefined && opts?.orderId !== null) {
+      const parsedOrderId = Number(opts.orderId);
+      if (Number.isInteger(parsedOrderId) && parsedOrderId > 0) {
+        params.filterOrderId = parsedOrderId;
+        conditions.push('ss.order_id = @filterOrderId');
+      }
+    }
+
+    // Delivery state filter ('new' | 'delivered' | 'returned')
+    if (typeof opts?.state === 'string' && opts.state.trim() !== '') {
+      params.filterState = opts.state.trim().toLowerCase();
+      conditions.push("COALESCE(ss.state, 'new') = @filterState");
+    }
+
+    // Free-text search
+    if (typeof opts?.search === 'string' && opts.search.trim() !== '') {
+      params.searchPattern = `%${opts.search.trim()}%`;
+      if (isSqlite) {
+        conditions.push(`(
+          m."number" LIKE @searchPattern
+          OR m.external_number LIKE @searchPattern
+          OR ss.order_number LIKE @searchPattern
+          OR ss.tracking_code LIKE @searchPattern
+          OR ss.carrier LIKE @searchPattern
+          OR e.name LIKE @searchPattern
+          OR e.first_name LIKE @searchPattern
+          OR (IFNULL(e.first_name, '') || ' ' || IFNULL(e.name, '')) LIKE @searchPattern
+          OR (IFNULL(e.name, '') || ' ' || IFNULL(e.first_name, '')) LIKE @searchPattern
+        )`);
+      } else {
+        conditions.push(`(
+          m.[number] LIKE @searchPattern
+          OR m.external_number LIKE @searchPattern
+          OR ss.order_number LIKE @searchPattern
+          OR ss.tracking_code LIKE @searchPattern
+          OR ss.carrier LIKE @searchPattern
+          OR e.name LIKE @searchPattern
+          OR e.first_name LIKE @searchPattern
+          OR (ISNULL(e.first_name, '') + ' ' + ISNULL(e.name, '')) LIKE @searchPattern
+          OR (ISNULL(e.name, '') + ' ' + ISNULL(e.first_name, '')) LIKE @searchPattern
+        )`);
+      }
+    }
+
+    const whereClause = conditions.join('\n  AND ');
+    const sqlCount = `
+      SELECT COUNT(*) AS total
+      FROM manifest m
+      LEFT JOIN shipmentsummary ss ON ss.manifest_id = m.id
+      LEFT JOIN entity e ON e.id = m.entity_id
+      WHERE ${whereClause}
+    `;
+
+    let sqlList;
+    if (isSqlite) {
+      sqlList = `
+        SELECT
+            m.id,
+            m."number",
+            m."type",
+            m.entity_id AS entityId,
+            m.external_number AS externalNumber,
+            m."date",
+            m.created_at AS createdAt,
+            ss.order_id AS orderId,
+            ss.order_number AS orderNumber,
+            ss.customer_name AS customerName,
+            COALESCE(ss.positions, 0) AS positions,
+            COALESCE(ss.total_quantity, 0) AS totalQuantity,
+            COALESCE(ss.package_count, 0) AS packageCount,
+            ss.carrier,
+            ss.tracking_code AS trackingCode,
+            COALESCE(ss.state, 'new') AS state
+        FROM manifest m
+        LEFT JOIN shipmentsummary ss ON ss.manifest_id = m.id
+        LEFT JOIN entity e ON e.id = m.entity_id
+        WHERE ${whereClause}
+        ORDER BY m."date" DESC, m.id DESC
+        ${isPaged ? 'LIMIT @limit OFFSET @offset' : ''}
+      `;
+    } else {
+      sqlList = `
+        SELECT
+            m.id,
+            m.[number],
+            m.[type],
+            m.entity_id AS entityId,
+            m.external_number AS externalNumber,
+            m.[date],
+            m.created_at AS createdAt,
+            ss.order_id AS orderId,
+            ss.order_number AS orderNumber,
+            ss.customer_name AS customerName,
+            COALESCE(ss.positions, 0) AS positions,
+            COALESCE(ss.total_quantity, 0) AS totalQuantity,
+            COALESCE(ss.package_count, 0) AS packageCount,
+            ss.carrier,
+            ss.tracking_code AS trackingCode,
+            COALESCE(ss.state, 'new') AS state
+        FROM manifest m
+        LEFT JOIN shipmentsummary ss ON ss.manifest_id = m.id
+        LEFT JOIN entity e ON e.id = m.entity_id
+        WHERE ${whereClause}
+        ORDER BY m.[date] DESC, m.id DESC
+        ${isPaged ? 'OFFSET @offset ROWS FETCH NEXT @limit ROWS ONLY' : ''}
+      `;
+    }
+
+    const hasUserFilters = (
+      opts?.seekMonths !== undefined ||
+      (typeof opts?.search === 'string' && opts.search.trim() !== '') ||
+      (typeof opts?.state === 'string' && opts.state.trim() !== '') ||
+      opts?.orderId !== undefined
+    );
+
+    let manifestRows;
+    let total = 0;
+    let unfilteredTotal = 0;
+
+    if (isPaged) {
+      params.offset = offset;
+      params.limit = limit;
+      const [countResult, listResult, unfilteredCountResult] = await Promise.all([
+        runner.query(sqlCount, params),
+        runner.query(sqlList, params),
+        hasUserFilters ? runner.query(sqlCountManifests, { companyId, type: SHIPMENT_TYPE }) : null,
+      ]);
+      total = Number(countResult.rows[0]?.total ?? 0);
+      unfilteredTotal = hasUserFilters
+        ? Number(unfilteredCountResult?.rows[0]?.total ?? 0)
+        : total;
+      manifestRows = listResult.rows;
+    } else {
+      const result = await runner.query(sqlList, params);
+      manifestRows = result.rows;
+      total = manifestRows.length;
+      if (hasUserFilters) {
+        const countRes = await runner.query(sqlCountManifests, { companyId, type: SHIPMENT_TYPE });
+        unfilteredTotal = Number(countRes.rows[0]?.total ?? 0);
+      } else {
+        unfilteredTotal = total;
+      }
+    }
+
+    const manifestIds = manifestRows.map((r) => r.id);
+    const linesByManifestId = new Map();
+
+    if (manifestIds.length > 0) {
+      const linesResult = await runner.query(sqlLinesByManifestIds, {
+        manifestIdsJson: JSON.stringify(manifestIds),
+      });
+      for (const row of linesResult.rows) {
+        let lines = linesByManifestId.get(row.manifestId);
+        if (!lines) {
+          lines = [];
+          linesByManifestId.set(row.manifestId, lines);
+        }
+        lines.push(shapeLine(row));
+      }
+    }
+
+    const shipments = manifestRows.map((row) => ({
+      ...shapeSummary(SHIPMENT_TYPE, row),
+      lines: linesByManifestId.get(row.id) ?? [],
+      orderId: row.orderId ?? null,
+      orderNumber: row.orderNumber ?? null,
+      customerName: row.customerName ?? undefined,
+      positions: Number(row.positions || 0),
+      totalQuantity: Number(row.totalQuantity || 0),
+      packageCount: Number(row.packageCount || 0),
+      carrier: row.carrier ?? null,
+      trackingCode: row.trackingCode ?? null,
+      state: row.state || 'new',
+    }));
+
+    if (isPaged) {
+      return {
+        shipments,
+        total,
+        unfilteredTotal,
+        offset,
+        limit,
+      };
+    }
+
+    return shipments;
+  };
+}

src/store/shipment/rebuildSummaries.js

@@ -0,0 +1,20 @@
+import resolveSelectedCompanyAccess from '../companyuser/resolveSelectedCompanyAccess.js';
+import makeRunner from '../runner.js';
+import { rebuildShipmentSummaries } from './syncSummary.js';
+
+export default function rebuildSummaries(provider) {
+  const access = resolveSelectedCompanyAccess(provider);
+
+  /**
+   * Rebuilds the `shipmentsummary` table for the user's selected company.
+   *
+   * @param {number} googleAuthId - The id of the Google auth user.
+   * @param {object} [tx] - Optional transaction.
+   * @returns {Promise<void>}
+   */
+  return async (googleAuthId, tx) => {
+    const runner = makeRunner(provider, tx);
+    const { companyId } = await access(googleAuthId, runner);
+    await rebuildShipmentSummaries(runner, { companyId });
+  };
+}

src/store/shipment/syncSummary.js

@@ -0,0 +1,258 @@
+/**
+ * Centralized sync and rebuild logic for the materialized `shipmentsummary` table.
+ */
+
+const SQL_GET_SHIPMENT_PREFIX = `
+  SELECT prefix FROM numbers WHERE company_id = @companyId AND [type] = 'shipment'
+`;
+
+const SQL_GET_SHIPMENT_BY_ID_SQLITE = `
+  SELECT m.id, m.company_id, m."number", m."date", m.created_at, m.entity_id
+  FROM manifest m
+  WHERE m.id = @manifestId AND m.company_id = @companyId AND m."type" = 'shipment'
+`;
+
+const SQL_GET_SHIPMENT_BY_ID_MSSQL = `
+  SELECT m.id, m.company_id, m.[number], m.[date], m.created_at, m.entity_id
+  FROM manifest m
+  WHERE m.id = @manifestId AND m.company_id = @companyId AND m.[type] = 'shipment'
+`;
+
+const SQL_LINE_STATS = `
+  SELECT 
+    COUNT(*) AS positions,
+    COALESCE(SUM(amount), 0) AS total_quantity
+  FROM manifestarticle
+  WHERE manifest_id = @manifestId
+`;
+
+const SQL_SHIPPING_STATS_SQLITE = `
+  SELECT
+    COUNT(id) AS package_count,
+    (SELECT carrier FROM shipping WHERE manifest_id = @manifestId AND carrier IS NOT NULL AND TRIM(carrier) != '' ORDER BY id ASC LIMIT 1) AS carrier,
+    (SELECT tracking_code FROM shipping WHERE manifest_id = @manifestId AND tracking_code IS NOT NULL AND TRIM(tracking_code) != '' ORDER BY id ASC LIMIT 1) AS tracking_code
+  FROM shipping
+  WHERE manifest_id = @manifestId
+`;
+
+const SQL_SHIPPING_STATS_MSSQL = `
+  SELECT
+    COUNT(id) AS package_count,
+    (SELECT TOP 1 carrier FROM shipping WHERE manifest_id = @manifestId AND carrier IS NOT NULL AND LTRIM(RTRIM(carrier)) != '' ORDER BY id ASC) AS carrier,
+    (SELECT TOP 1 tracking_code FROM shipping WHERE manifest_id = @manifestId AND tracking_code IS NOT NULL AND LTRIM(RTRIM(tracking_code)) != '' ORDER BY id ASC) AS tracking_code
+  FROM shipping
+  WHERE manifest_id = @manifestId
+`;
+
+const SQL_ORDER_BY_NUMBER_SQLITE = `
+  SELECT id, "number"
+  FROM manifest
+  WHERE company_id = @companyId AND "type" = 'order' AND "number" = @orderNumber
+  LIMIT 1
+`;
+
+const SQL_ORDER_BY_NUMBER_MSSQL = `
+  SELECT TOP 1 id, [number]
+  FROM manifest
+  WHERE company_id = @companyId AND [type] = 'order' AND [number] = @orderNumber
+`;
+
+const SQL_CUSTOMER_NAME_SQLITE = `
+  SELECT TRIM(COALESCE(first_name || ' ', '') || COALESCE(name, '')) AS customer_name
+  FROM entity
+  WHERE id = @entityId
+`;
+
+const SQL_CUSTOMER_NAME_MSSQL = `
+  SELECT LTRIM(RTRIM(ISNULL(first_name + ' ', '') + ISNULL(name, ''))) AS customer_name
+  FROM entity
+  WHERE id = @entityId
+`;
+
+const SQL_UPSERT_SUMMARY_SQLITE = `
+  INSERT INTO shipmentsummary (
+    company_id, manifest_id, shipment_number, shipment_date, created_at,
+    order_id, order_number, entity_id, customer_name, positions,
+    total_quantity, package_count, carrier, tracking_code, state
+  ) VALUES (
+    @companyId, @manifestId, @shipmentNumber, @shipmentDate, @createdAt,
+    @orderId, @orderNumber, @entityId, @customerName, @positions,
+    @totalQuantity, @packageCount, @carrier, @trackingCode, @state
+  )
+  ON CONFLICT(manifest_id) DO UPDATE SET
+    shipment_number = excluded.shipment_number,
+    shipment_date = excluded.shipment_date,
+    created_at = excluded.created_at,
+    order_id = excluded.order_id,
+    order_number = excluded.order_number,
+    entity_id = excluded.entity_id,
+    customer_name = excluded.customer_name,
+    positions = excluded.positions,
+    total_quantity = excluded.total_quantity,
+    package_count = excluded.package_count,
+    carrier = excluded.carrier,
+    tracking_code = excluded.tracking_code,
+    state = excluded.state
+`;
+
+const SQL_UPSERT_SUMMARY_MSSQL = `
+  MERGE INTO shipmentsummary AS target
+  USING (SELECT @manifestId AS manifest_id) AS source
+  ON (target.manifest_id = source.manifest_id)
+  WHEN MATCHED THEN
+    UPDATE SET
+      shipment_number = @shipmentNumber,
+      shipment_date = @shipmentDate,
+      created_at = @createdAt,
+      order_id = @orderId,
+      order_number = @orderNumber,
+      entity_id = @entityId,
+      customer_name = @customerName,
+      positions = @positions,
+      total_quantity = @totalQuantity,
+      package_count = @packageCount,
+      carrier = @carrier,
+      tracking_code = @trackingCode,
+      state = @state
+  WHEN NOT MATCHED THEN
+    INSERT (
+      company_id, manifest_id, shipment_number, shipment_date, created_at,
+      order_id, order_number, entity_id, customer_name, positions,
+      total_quantity, package_count, carrier, tracking_code, state
+    ) VALUES (
+      @companyId, @manifestId, @shipmentNumber, @shipmentDate, @createdAt,
+      @orderId, @orderNumber, @entityId, @customerName, @positions,
+      @totalQuantity, @packageCount, @carrier, @trackingCode, @state
+    );
+`;
+
+const VALID_STATES = new Set(['new', 'delivered', 'returned']);
+
+/**
+ * Recalculates and upserts a single shipment summary into `shipmentsummary`.
+ *
+ * @param {object} runner - Database runner.
+ * @param {object} opts
+ * @param {number} opts.companyId
+ * @param {number} opts.manifestId - Shipment manifest id.
+ * @param {number} [opts.orderId] - Optional parent order manifest id.
+ * @param {string} [opts.orderNumber] - Optional parent order number.
+ * @param {string} [opts.state] - Optional new state ('new' | 'delivered' | 'returned').
+ */
+export async function syncShipmentSummary(runner, { companyId, manifestId, orderId, orderNumber, state }) {
+  const isSqlite = runner.dialect === 'sqlite3';
+
+  const res = await runner.query(
+    isSqlite ? SQL_GET_SHIPMENT_BY_ID_SQLITE : SQL_GET_SHIPMENT_BY_ID_MSSQL,
+    { manifestId, companyId },
+  );
+  const shipment = res.rows[0];
+
+  if (!shipment) {
+    await runner.query('DELETE FROM shipmentsummary WHERE manifest_id = @manifestId', { manifestId });
+    return;
+  }
+
+  // 1. Line stats
+  const lineRes = await runner.query(SQL_LINE_STATS, { manifestId });
+  const positions = Number(lineRes.rows[0]?.positions || 0);
+  const totalQuantity = Math.round(Number(lineRes.rows[0]?.total_quantity || 0) * 1000) / 1000;
+
+  // 2. Shipping stats (packages, carrier, tracking_code)
+  const shippingRes = await runner.query(
+    isSqlite ? SQL_SHIPPING_STATS_SQLITE : SQL_SHIPPING_STATS_MSSQL,
+    { manifestId },
+  );
+  const packageCount = Number(shippingRes.rows[0]?.package_count || 0);
+  const carrier = shippingRes.rows[0]?.carrier ? String(shippingRes.rows[0].carrier).trim() : null;
+  const trackingCode = shippingRes.rows[0]?.tracking_code ? String(shippingRes.rows[0].tracking_code).trim() : null;
+
+  // 3. Resolve orderId and orderNumber
+  let resolvedOrderId = orderId ?? null;
+  let resolvedOrderNumber = orderNumber ?? null;
+
+  if (resolvedOrderId == null || !resolvedOrderNumber) {
+    const prefixRes = await runner.query(SQL_GET_SHIPMENT_PREFIX, { companyId });
+    const shipmentPrefix = prefixRes.rows[0]?.prefix?.trim?.() || '-L-';
+
+    const num = String(shipment.number || '');
+    if (num.includes(shipmentPrefix)) {
+      const parsedOrderNum = num.split(shipmentPrefix)[0];
+      if (parsedOrderNum) {
+        const ordRes = await runner.query(
+          isSqlite ? SQL_ORDER_BY_NUMBER_SQLITE : SQL_ORDER_BY_NUMBER_MSSQL,
+          { companyId, orderNumber: parsedOrderNum },
+        );
+        if (ordRes.rows[0]) {
+          resolvedOrderId = ordRes.rows[0].id;
+          resolvedOrderNumber = ordRes.rows[0].number;
+        }
+      }
+    }
+  }
+
+  // 4. Customer name
+  let customerName = null;
+  if (shipment.entity_id) {
+    const custRes = await runner.query(
+      isSqlite ? SQL_CUSTOMER_NAME_SQLITE : SQL_CUSTOMER_NAME_MSSQL,
+      { entityId: shipment.entity_id },
+    );
+    customerName = custRes.rows[0]?.customer_name || null;
+  }
+
+  // 5. State ('new' | 'delivered' | 'returned')
+  let resolvedState = 'new';
+  if (state && VALID_STATES.has(state)) {
+    resolvedState = state;
+  } else {
+    // Preserve existing state if present
+    const existingRes = await runner.query(
+      'SELECT state FROM shipmentsummary WHERE manifest_id = @manifestId',
+      { manifestId },
+    );
+    const existingState = existingRes.rows[0]?.state;
+    if (existingState && VALID_STATES.has(existingState)) {
+      resolvedState = existingState;
+    }
+  }
+
+  // 6. Upsert into shipmentsummary
+  await runner.query(isSqlite ? SQL_UPSERT_SUMMARY_SQLITE : SQL_UPSERT_SUMMARY_MSSQL, {
+    companyId,
+    manifestId,
+    shipmentNumber: shipment.number,
+    shipmentDate: shipment.date,
+    createdAt: shipment.created_at,
+    orderId: resolvedOrderId,
+    orderNumber: resolvedOrderNumber,
+    entityId: shipment.entity_id ?? null,
+    customerName,
+    positions,
+    totalQuantity,
+    packageCount,
+    carrier,
+    trackingCode,
+    state: resolvedState,
+  });
+}
+
+/**
+ * Rebuilds the `shipmentsummary` table for a company.
+ *
+ * @param {object} runner - Database runner.
+ * @param {object} opts
+ * @param {number} opts.companyId
+ */
+export async function rebuildShipmentSummaries(runner, { companyId }) {
+  const isSqlite = runner.dialect === 'sqlite3';
+  const sqlList = `
+    SELECT id FROM manifest
+    WHERE company_id = @companyId AND ${isSqlite ? '"type"' : '[type]'} = 'shipment'
+    ORDER BY id ASC
+  `;
+  const listRes = await runner.query(sqlList, { companyId });
+  for (const row of listRes.rows) {
+    await syncShipmentSummary(runner, { companyId, manifestId: row.id });
+  }
+}

src/store/shipment/update.js

@@ -0,0 +1,71 @@
+import resolveSelectedCompanyAccess from '../companyuser/resolveSelectedCompanyAccess.js';
+import makeRunner from '../runner.js';
+import { loadShipment, queriesFor } from './helpers.js';
+import { syncShipmentSummary } from './syncSummary.js';
+
+function requireId(val, name) {
+  const n = Number(val);
+  if (!Number.isInteger(n) || n <= 0) {
+    throw new Error(`${name} is required`);
+  }
+  return n;
+}
+
+const VALID_STATES = new Set(['new', 'delivered', 'returned']);
+
+/**
+ * Updates a shipment's state or metadata.
+ *
+ * @param {import('../../providers/provider.js').DatabaseProvider} provider
+ */
+export default function update(provider) {
+  const access = resolveSelectedCompanyAccess(provider);
+  const q = queriesFor(provider);
+
+  /**
+   * Updates a shipment manifest.
+   *
+   * @param {number} googleAuthId - The id of the Google auth user.
+   * @param {number} id - The shipment manifest ID.
+   * @param {object} patch - Fields to update.
+   * @param {'new'|'delivered'|'returned'} [patch.state] - Delivery state.
+   * @param {object} [tx] - Optional transaction.
+   * @returns {Promise<object>} The updated shipment manifest.
+   * @throws {Error} If shipment not found or invalid state.
+   */
+  return async (googleAuthId, id, patch = {}, tx) => {
+    const shipmentId = requireId(id, 'Shipment');
+    const runner = makeRunner(provider, tx);
+    const { companyId } = await access(googleAuthId, runner);
+
+    const check = await runner.query(q.GET_SHIPMENT_HEADER, {
+      id: shipmentId,
+      companyId,
+    });
+    if (!check.rows[0]) {
+      throw new Error('Shipment not found');
+    }
+
+    if (patch.state !== undefined) {
+      const stateStr = String(patch.state || '').trim().toLowerCase();
+      if (!VALID_STATES.has(stateStr)) {
+        throw new Error('Invalid state');
+      }
+      await syncShipmentSummary(runner, {
+        companyId,
+        manifestId: shipmentId,
+        state: stateStr,
+      });
+    }
+
+    const shipment = await loadShipment(runner, q, companyId, shipmentId);
+    const sumRes = await runner.query(
+      'SELECT state FROM shipmentsummary WHERE manifest_id = @manifestId',
+      { manifestId: shipmentId },
+    );
+    return {
+      ...shipment,
+      state: sumRes.rows[0]?.state || 'new',
+    };
+  };
+}