Simplify project documentation and release notes
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# 02 — Architecture
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# 02 - Architecture
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## Local-First Principle
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## Local-first rule
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**SQLite** is the single source of truth for the user.
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**MariaDB** is a sync server only — it never blocks local operations.
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SQLite is the runtime source of truth.
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MariaDB is sync transport plus setup and migration tooling.
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```
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User
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│
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▼
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SQLite (qfs.db) ← all CRUD operations go here
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│
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│ background sync (every 5 min)
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▼
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MariaDB (RFQ_LOG) ← pull/push only
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```text
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browser -> Gin handlers -> SQLite
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-> pending_changes
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background sync <------> MariaDB
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```
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**Rules:**
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- All CRUD operations go through SQLite only
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- If MariaDB is unavailable → local work continues without restrictions
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- Changes are queued in `pending_changes` and pushed on next sync
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Rules:
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- user CRUD must continue when MariaDB is offline;
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- runtime handlers and pages must read and write SQLite only;
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- MariaDB access in runtime code is allowed only inside sync and setup flows;
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- no live MariaDB fallback for reads that already exist in local cache.
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## MariaDB Boundary
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## Sync contract
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MariaDB is not part of the runtime read/write path for user features.
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Bidirectional:
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- projects;
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- configurations;
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- `vendor_spec`;
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- pending change metadata.
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Hard rules:
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Pull-only:
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- components;
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- pricelists and pricelist items;
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- partnumber books and partnumber book items.
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- HTTP handlers, web pages, quote calculation, export, vendor BOM resolution, pricelist browsing, project browsing, and configuration CRUD must read/write SQLite only.
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- MariaDB access from the app runtime is allowed only inside the sync subsystem (`internal/services/sync/*`) for explicit pull/push work.
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- Dedicated tooling under `cmd/migrate` and `cmd/migrate_ops_projects` may access MariaDB for operator-run schema/data migration tasks.
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- Setup may test/store connection settings, but after setup the application must treat MariaDB as sync transport only.
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- Any new repository/service/handler that issues MariaDB queries outside sync is a regression and must be rejected in review.
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- Local SQLite migrations are code-defined only (`AutoMigrate` + `runLocalMigrations`); there is no server-driven client migration registry.
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- Read-only local sync caches are disposable. If a local cache table cannot be migrated safely at startup, the client may quarantine/reset that cache and continue booting.
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Readiness guard:
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- every sync push/pull runs a preflight check;
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- blocked sync returns `423 Locked` with a machine-readable reason;
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- local work continues even when sync is blocked.
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Forbidden patterns:
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## Pricing contract
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- calling `connMgr.GetDB()` from non-sync runtime business code;
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- constructing MariaDB-backed repositories in handlers for normal user requests;
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- using MariaDB as online fallback for reads when local SQLite already contains the synced dataset;
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- adding UI/API features that depend on live MariaDB availability.
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Prices come only from `local_pricelist_items`.
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## Local Client Boundary
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Rules:
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- `local_components` is metadata-only;
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- quote calculation must not read prices from components;
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- latest pricelist selection ignores snapshots without items;
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- auto pricelist mode stays auto and must not be persisted as an explicit resolved ID.
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The running app is a localhost-only thick client.
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## Configuration versioning
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- Browser/UI requests on the local machine are treated as part of the same trusted user session.
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- Local routes are not modeled as a hardened multi-user API perimeter.
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- Authorization to the central server happens through the saved MariaDB connection configured during setup.
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- Any future deployment that binds beyond `127.0.0.1` must add enforced auth/RBAC before exposure.
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Configuration revisions are append-only snapshots stored in `local_configuration_versions`.
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---
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Rules:
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- create a new revision only when spec or price content changes;
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- rollback creates a new head revision from an old snapshot;
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- rename, reorder, project move, and similar operational edits do not create a new revision snapshot;
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- current revision pointer must be recoverable if legacy or damaged rows are found locally.
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## Synchronization
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## Vendor BOM contract
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### Data Flow Diagram
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Vendor BOM is stored in `vendor_spec` on the configuration row.
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```
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[ SERVER / MariaDB ]
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┌───────────────────────────┐
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│ qt_projects │
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│ qt_configurations │
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│ qt_pricelists │
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│ qt_pricelist_items │
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│ qt_pricelist_sync_status │
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└─────────────┬─────────────┘
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│
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pull (projects/configs/pricelists)
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│
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┌────────────────────┴────────────────────┐
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│ │
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[ CLIENT A / SQLite ] [ CLIENT B / SQLite ]
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local_projects local_projects
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local_configurations local_configurations
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local_pricelists local_pricelists
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local_pricelist_items local_pricelist_items
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pending_changes pending_changes
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│ │
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└────── push (projects/configs only) ─────┘
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│
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[ SERVER / MariaDB ]
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```
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### Sync Direction by Entity
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| Entity | Direction |
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|--------|-----------|
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| Configurations | Client ↔ Server ↔ Other Clients |
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| Projects | Client ↔ Server ↔ Other Clients |
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| Pricelists | Server → Clients only (no push) |
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| Components | Server → Clients only |
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| Partnumber books | Server → Clients only |
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Local pricelists not present on the server and not referenced by active configurations are deleted automatically on sync.
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### Soft Deletes (Archive Pattern)
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Configurations and projects are **never hard-deleted**. Deletion is archive via `is_active = false`.
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- `DELETE /api/configs/:uuid` → sets `is_active = false` (archived); can be restored via `reactivate`
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- `DELETE /api/projects/:uuid` → archives a project **variant** only (`variant` field must be non-empty); main projects cannot be deleted via this endpoint
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## Sync Readiness Guard
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Before every push/pull, a preflight check runs:
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1. Is the server (MariaDB) reachable?
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2. Is the local client schema initialized and writable?
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**If the check fails:**
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- Local CRUD continues without restriction
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- Sync API returns `423 Locked` with `reason_code` and `reason_text`
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- UI shows a red indicator with the block reason
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---
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## Pricing
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### Principle
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**Prices come only from `local_pricelist_items`.**
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Components (`local_components`) are metadata-only — they contain no pricing information.
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Stock enrichment for pricelist rows is persisted into `local_pricelist_items` during sync; UI/runtime must not resolve it live from MariaDB.
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### Lookup Pattern
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```go
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// Look up a price for a line item
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price, found := s.lookupPriceByPricelistID(pricelistID, lotName)
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if found && price > 0 {
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// use price
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}
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// Inside lookupPriceByPricelistID:
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localPL, err := s.localDB.GetLocalPricelistByServerID(pricelistID)
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price, err := s.localDB.GetLocalPriceForLot(localPL.ID, lotName)
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```
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### Multi-Level Pricelists
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A configuration can reference up to three pricelists simultaneously:
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| Field | Purpose |
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|-------|---------|
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| `pricelist_id` | Primary (estimate) |
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| `warehouse_pricelist_id` | Warehouse pricing |
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| `competitor_pricelist_id` | Competitor pricing |
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Pricelist sources: `estimate` | `warehouse` | `competitor`
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### "Auto" Pricelist Selection
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Configurator supports explicit and automatic selection per source (`estimate`, `warehouse`, `competitor`):
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- **Explicit mode:** concrete `pricelist_id` is set by user in settings.
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- **Auto mode:** client sends no explicit ID for that source; backend resolves the current latest active pricelist.
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`auto` must stay `auto` after price-level refresh and after manual "refresh prices":
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- resolved IDs are runtime-only and must not overwrite user's mode;
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- switching to explicit selection must clear runtime auto resolution for that source.
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### Latest Pricelist Resolution Rules
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For both server (`qt_pricelists`) and local cache (`local_pricelists`), "latest by source" is resolved with:
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1. only pricelists that have at least one item (`EXISTS ...pricelist_items`);
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2. deterministic sort: `created_at DESC, id DESC`.
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This prevents selecting empty/incomplete snapshots and removes nondeterministic ties.
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---
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## Configuration Versioning
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### Principle
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Append-only for **spec+price** changes: immutable snapshots are stored in `local_configuration_versions`.
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```
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local_configurations
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└── current_version_id ──► local_configuration_versions (v3) ← active
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local_configuration_versions (v2)
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local_configuration_versions (v1)
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```
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- `version_no = max + 1` when configuration **spec+price** changes
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- Old versions are never modified or deleted in normal flow
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- Rollback does **not** rewind history — it creates a **new** version from the snapshot
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- Operational updates (`line_no` reorder, server count, project move, rename)
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are synced via `pending_changes` but do **not** create a new revision snapshot
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### Rollback
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```bash
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POST /api/configs/:uuid/rollback
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{
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"target_version": 3,
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"note": "optional comment"
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}
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```
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Result:
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- A new version `vN` is created with `data` from the target version
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- `change_note = "rollback to v{target_version}"` (+ note if provided)
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- `current_version_id` is switched to the new version
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- Configuration moves to `sync_status = pending`
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### Sync Status Flow
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```
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local → pending → synced
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```
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---
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## Project Specification Ordering (`Line`)
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- Each project configuration has persistent `line_no` (`10,20,30...`) in both SQLite and MariaDB.
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- Project list ordering is deterministic:
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`line_no ASC`, then `created_at DESC`, then `id DESC`.
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- Drag-and-drop reorder in project UI updates `line_no` for active project configurations.
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- Reorder writes are queued as configuration `update` events in `pending_changes`
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without creating new configuration versions.
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- Backward compatibility: if remote MariaDB schema does not yet include `line_no`,
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sync falls back to create/update without `line_no` instead of failing.
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---
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## Sync Payload for Versioning
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Events in `pending_changes` for configurations contain:
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| Field | Description |
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|-------|-------------|
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| `configuration_uuid` | Identifier |
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| `operation` | `create` / `update` / `rollback` |
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| `current_version_id` | Active version ID |
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| `current_version_no` | Version number |
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| `snapshot` | Current configuration state |
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| `idempotency_key` | For idempotent push |
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| `conflict_policy` | `last_write_wins` |
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---
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## Background Processes
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| Process | Interval | What it does |
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|---------|----------|--------------|
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| Sync worker | 5 min | push pending + pull all |
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| Backup scheduler | configurable (`backup.time`) | creates ZIP archives |
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Rules:
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- PN to LOT resolution uses the active local partnumber book;
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- canonical persisted mapping is `lot_mappings[]`;
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- QuoteForge does not use legacy BOM tables such as `qt_bom`, `qt_lot_bundles`, or `qt_lot_bundle_items`.
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