[scottcarlton]

Summary

An order under its brand's minimum can be saved as a draft but not submitted, except by the org that owns the brand, which can accept it and submit anyway.

• One rule, every submit path. findMinimumViolations (src/lib/server/orders/order-minimum.ts) on top of a pure effectiveOrderMinimum / minimumShortfall (src/lib/utils/order-minimum.ts) guards:
  • rep wizard, buyer checkout, and offline sync (submitOrderPayload)
  • PATCH /api/orders/[id]/status (draft to submitted)
  • note conversion (/orders/[id]?/convert)
  • email-intake approval, plus auto-submit: an under-minimum intake goes to review instead
  • the AI create-order tool (keeps the draft and tells the model why)
• Brand override. The brand's owning org is never blocked: it sees "This order is $X under your $Y minimum. You can still submit it." Rep drafts are already federated to the brand on insert, so the brand can submit them from the order page.
• Buyers never override. A legacy buyer's locals.organization is the brand's own org, so every call site passes null as the actor for buyers.
• Account overrides replace the brand minimum only on accounts the brand's own org owns. Otherwise a rep could set an override of 0 on their own account and get under a connected brand's minimum.
• Offline-captured orders under the minimum land as drafts with the existing "Order saved as a draft" notification instead of being rejected.
• UI: the wizard, checkout, and draft order page show an amber notice and disable submit (Save as Draft stays available in the wizard). Copy: "This order is $120.00 under Acme's $500.00 minimum. Only Acme can submit it. Save it as a draft for Acme to review." Buyers see "Add $120.00 to reach Acme's $500.00 minimum."
• Notes and drafts are never checked.

Why

SCO-137: brands could configure a minimum, see it saved, and still receive orders below it. Decision (29 Oct): warn and allow draft only; the brand can override and submit.

Not in this PR

• The original ticket's "Under minimum" pill and filter on the brand order list. With submission blocked, under-minimum orders reach the brand as drafts; worth revisiting if the brand wants a filter for them.

Verification

• bun run lint passes
• bun run check passes (0 errors)
• bun run test:run: 2083 pass, including new tests for the pure rule, the server helper (override, buyer, account override, indexes), submit (online block, captured to draft, brand override, buyer copy, notes/drafts skipped), and note conversion. The 10 local recent-searches failures are pre-existing (Node v26 localStorage) and pass in CI.
• tests/rls/admin-bypass.test.ts updated: the status endpoint now uses the service role for the settings lookup, after RLS has authorized the order read.
• Not exercised in the browser: needs a brand with a minimum, a connected rep, and a buyer seeded locally.

Test plan

• Set a $500 minimum on a brand. As a connected rep, build a $200 order: amber notice, Submit & Confirm and Submit as Pending disabled, Save as Draft works.
• Open that draft as the rep: notice shown, Submit disabled. Open it as the brand admin: override note shown, Submit works.
• As a buyer, check out $200 for that brand: notice says how much to add, submit disabled.
• Set an account override of $100 on a brand-owned account: a $200 order submits.

Closes SCO-137

🤖 Generated with Claude Code

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Project	Deployment	Actions	Updated
threadline	Ready	Preview	Oct 29, 2026 10:12pm UTC