Harden pricelist formation and document architecture decisions

bible/architecture.md

@@ -115,7 +115,7 @@ HTTP Request
 
 ### internal/warehouse/
 
-`snapshot.go` — warehouse pricelist creation: weighted median, bundle expansion, allocation.
+`snapshot.go` — warehouse pricelist creation: weighted average, bundle expansion, allocation.
 
 ### internal/lotmatch/
 

bible/data-rules.md

@@ -11,7 +11,7 @@ Categories are **always** taken from `lot.lot_category` (table `lot`).
 
 ### When creating pricelists
 
-1. **Estimate**: load `lot.lot_category` for all components.
+1. **Estimate**: include only components with `current_price > 0` and `is_hidden = 0`, then load `lot.lot_category`.
 2. **Warehouse**: load `lot.lot_category` for all positions.
 3. Persist into `lot_category` column of `qt_pricelist_items`.
 
@@ -28,7 +28,7 @@ type PricelistItem struct {
 
 - Category is **not** a virtual field — it is persisted to DB when the pricelist is created.
 - JOIN with `lot` is only needed for `lot_description`; category is already in `qt_pricelist_items`.
-- Default value when category is absent in source: `PART_`.
+- Default value when category is absent in source or LOT row is missing: `PART_`.
 
 ---
 

bible/history.md

@@ -5,6 +5,51 @@
 
 ---
 
+## 2026-02-20: Pricelist Formation Hardening (Estimate/Warehouse/Meta)
+
+### Decision
+
+Hardened pricelist formation rules to remove ambiguity and prevent silent data loss in UI/API.
+
+### What changed
+
+- `estimate` snapshot now explicitly excludes hidden components (`qt_lot_metadata.is_hidden = 1`).
+- Category snapshot in `qt_pricelist_items.lot_category` now always has a deterministic fallback:
+  `PART_` is assigned even when a LOT row is missing in `lot`.
+- `PricelistItem` JSON contract was normalized to a single category field
+  (`LotCategory -> json:"category"`), removing duplicate JSON-tag ambiguity.
+- Meta-price source expansion now always includes the base LOT, then merges `meta_prices`
+  sources with deduplication (exact + wildcard overlaps).
+
+### Rationale
+
+- Prevent hidden/ignored components from leaking into estimate pricelists.
+- Keep frontend category rendering stable for all items.
+- Avoid non-deterministic JSON serialization when duplicate tags are present.
+- Ensure meta-article pricing includes self-history and does not overcount duplicate sources.
+
+### Constraints
+
+- `estimate` pricelist invariant: `current_price > 0 AND is_hidden = 0`.
+- `category` in API must map from persisted `qt_pricelist_items.lot_category`.
+- Missing category source must default to `PART_`.
+- Meta source list must contain each LOT at most once.
+
+### Files
+
+- Model: `internal/models/pricelist.go`
+- Estimate/Warehouse snapshot service: `internal/services/pricelist/service.go`
+- Pricing handler/meta expansion: `internal/handlers/pricing.go`
+- Pricing service/meta expansion: `internal/services/pricing/service.go`
+- Tests:
+  - `internal/services/pricelist/service_estimate_test.go`
+  - `internal/services/pricelist/service_warehouse_test.go`
+  - `internal/handlers/pricing_meta_expand_test.go`
+  - `internal/services/pricing/service_meta_test.go`
+  - `internal/services/stock_import_test.go`
+
+---
+
 ## 2026-02-20: Seen Registry Deduplication by Partnumber
 
 ### Decision

bible/patterns.md

@@ -169,9 +169,10 @@ type PricelistItem struct {
     LotName string  `gorm:"size:255"`
     Price   float64 `gorm:"type:decimal(12,2)"`
 
+    // Stored category snapshot
+    LotCategory    *string `gorm:"column:lot_category;size:50" json:"category,omitempty"`
     // Virtual: populated via JOIN
     LotDescription string   `gorm:"-:migration" json:"lot_description,omitempty"`
-    Category       string   `gorm:"-:migration" json:"category,omitempty"`
     // Virtual: populated programmatically
     AvailableQty   *float64 `gorm:"-" json:"available_qty,omitempty"`
     Partnumbers    []string `gorm:"-" json:"partnumbers,omitempty"`

bible/pricelist.md

@@ -16,6 +16,10 @@ PriceForge supports three pricelist types (`source` field):
 
 **Source**: snapshot of current component prices from `qt_lot_metadata`.
 
+**Filter**:
+- Include only rows with `current_price > 0`.
+- Exclude hidden rows (`is_hidden = 1`).
+
 **Stores**:
 - `price_period_days` — price calculation window
 - `price_coefficient` — markup coefficient