content: over-placed stock, and booking pooled stock that sits in a kit - #245
content: over-placed stock, and booking pooled stock that sits in a kit#245carlosvirreira wants to merge 2 commits into
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Triggered by shelf.nu #2818 and #2866. - Documents the Over-placed row, the automatic single-location trim, the ambiguous multi-location case, and the new refusal when a total would drop below what manual placements claim. - Corrects the kit rule: a quantity-tracked asset's free units are bookable directly; only individually tracked kit members are blocked.
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WalkthroughThe PR updates product and knowledge-base documentation for pooled stock in kits and over-placed stock. It adds booking rules, placement correction behavior, quantity-reduction safeguards, validation messaging, and publication dates. ChangesPooled kit booking
Over-placed stock
Estimated code review effort: 2 (Simple) | ~10 minutes Merge Risk: ⚪ Minimal · up to This PR updates documentation for over-placed stock and direct booking of pooled kit stock; one localized wording cleanup remains, but no actionable merge-blocking risk remains beyond normal checks. Possibly related PRs
🚥 Pre-merge checks | ✅ 5✅ Passed checks (5 passed)
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Inline comments:
In `@content/knowledge-base/quantity-tracked-assets-and-consumables.mdx`:
- Line 184: Update the validation paragraph to replace “from the other side too”
with “when you reduce the total quantity,” and change “afterwards” to
“afterward.”
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📒 Files selected for processing (5)
content/features/kits.mdxcontent/knowledge-base/kits.mdxcontent/knowledge-base/quantity-tracked-assets-and-consumables.mdxcontent/updates/book-pooled-stock-that-sits-in-a-kit.mdxcontent/updates/over-placed-stock-is-now-visible.mdx
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CodeRabbit on #245: 'from the other side too' does not say which side. The paragraph is about lowering an asset's total quantity, so it says that. Also 'afterwards' to 'afterward' for US English.
Triggered by
Product change summary
#2818. For quantity-tracked stock, placements say where units are and the total says how many exist. Consuming units lowers the total without touching placements, so once an asset was fully placed the two could drift apart silently — surfacing later as a clamped "Unplaced 0" and a placements dialog that refused to save with an error about numbers the user had not touched. There is now an honest Over-placed row on the asset card, automatic reconciliation where the source location is unambiguous, an explanatory message when the dialog opens already over-placed, and an up-front refusal when a manual reduction would drop the total below what placements claim.
#2866. A customer with 6 units, 2 of them free, could book those 2 from inside a booking but not from the asset's own page, which was greyed out with "Cannot book this asset directly because it's part of a kit." Both the UI gate and the server guard treated any kit membership as disqualifying. That rule is only correct for individually tracked assets; a kit claims only a slice of a pool, so the unclaimed units are legitimately bookable on their own.
Content changes
Factual corrections
content/knowledge-base/quantity-tracked-assets-and-consumables.mdx— "You can't lower an asset's total quantity below what's already promised to custody, kits, or overlapping bookings" omitted manual placements, which are now part of that guard. Corrected, with the real refusal message.content/knowledge-base/kits.mdx— the article described a pool's free units as staying "free on the shelf" without saying whether they could be booked on their own. New Booking the Free Units Directly section states the quantity-tracked rule and the individually-tracked exception, and notes it holds from the asset page, the assets index and a booking's own picker.Content enhancements
content/knowledge-base/quantity-tracked-assets-and-consumables.mdx— new When Locations Hold More Than You Own subsection under "Where the units are": why drift happens, why it is rare, the Over-placed row, the auto-trim, the deliberate refusal to guess between locations, and the dialog copy.content/features/kits.mdx— the quantity-tracked-stock-in-kits paragraph now says a kit claims only a slice and the rest stays bookable. One sentence; this is a prospect page, not the place for the placement mechanics.New content
content/updates/over-placed-stock-is-now-visible.mdxcontent/updates/book-pooled-stock-that-sits-in-a-kit.mdxReview notes
All quoted UI strings are copied from the merged code, not paraphrased: the Over-placed warning from
components/assets/quantity-overview-card.tsx, the opened-over-placed message fromcomponents/assets/manage-placements-form.tsx, and the reduction refusal frommodules/asset/placement-reconcile.server.ts. The three surfaces named for that refusal (edit form, quick adjustment, CSV update-existing) are theupdateAssetandadjustQuantitycall sites from the PR, not an assumption.Two things deliberately left out.
content/features/consumables-tracking.mdxwas read and skipped. It never mentions locations or placements at all, so introducing over-placement there would mean explaining a mechanic the page does not otherwise have, on a page written for evaluation rather than troubleshooting.node scripts/check-product-claims.mjspasses across 548 files.Impact scope
Generated by Shelf Content Intelligence — PR→Website Sync
Summary by CodeRabbit
Documentation
Product Updates