Add customer name column, fix date format, fix Critical Parts type casting

- Add customer_name via coitem -> cohead -> custinfo join (blank for stock builds)
- Format wo_duedate as YYYY-MM-DD using to_char()
- Fix 'unknown to text' error in UNION by casting MTS/MTO literals to ::text

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

pages/Operations - WO Shortages/queries/critical_parts/critical_parts.txt

@@ -17,7 +17,7 @@ WITH fa_wos AS (
 ),
 mts_shorts AS (
     SELECT fw.wo_id AS top_wo_id,
-           mi.item_number, mi.item_descrip1, 'MTS' AS shortage_type,
+           mi.item_number, mi.item_descrip1, 'MTS'::text AS shortage_type,
            (wm.womatl_qtyreq - wm.womatl_qtyiss) AS qty_needed,
            qtynetable(mis.itemsite_id, true) AS qty_onhand
     FROM fa_wos fw
@@ -32,7 +32,7 @@ mts_shorts AS (
 ),
 mto_shorts AS (
     SELECT fw.wo_id AS top_wo_id,
-           mi.item_number, mi.item_descrip1, 'MTO' AS shortage_type,
+           mi.item_number, mi.item_descrip1, 'MTO'::text AS shortage_type,
            (sub_wo.wo_qtyord - sub_wo.wo_qtyrcv) AS qty_needed,
            NULL::numeric AS qty_onhand
     FROM fa_wos fw

pages/Operations - WO Shortages/queries/critical_parts/metadata.json

@@ -5,7 +5,7 @@
   "pluginType": "DB",
   "unpublishedAction": {
     "actionConfiguration": {
-      "body": "WITH fa_wos AS (\n    SELECT w.wo_id, w.wo_duedate\n    FROM wo w\n    JOIN itemsite isite ON w.wo_itemsite_id = isite.itemsite_id\n    JOIN item i ON isite.itemsite_item_id = i.item_id\n    WHERE w.wo_status IN ('R','E','I')\n      AND w.wo_ordtype != 'W'\n      AND EXISTS (\n          SELECT 1 FROM mpe.itematmdept\n          WHERE itematmdept_item_id = i.item_id\n          AND 'FA' = ANY(itematmdept_departments)\n      )\n      AND i.item_id NOT IN (\n          SELECT itemgrpitem_item_id FROM itemgrpitem WHERE itemgrpitem_itemgrp_id = 97\n      )\n      AND w.wo_duedate <= (date_trunc('week', CURRENT_DATE) + interval '11 days')\n),\nmts_shorts AS (\n    SELECT fw.wo_id AS top_wo_id,\n           mi.item_number, mi.item_descrip1, 'MTS' AS shortage_type,\n           (wm.womatl_qtyreq - wm.womatl_qtyiss) AS qty_needed,\n           qtynetable(mis.itemsite_id, true) AS qty_onhand\n    FROM fa_wos fw\n    JOIN mpe.wogrpext wwg ON fw.wo_id = wwg.wogrpext_wo_id\n    JOIN mpe.wogrpext rwg ON wwg.wogrpext_root_wo_id = rwg.wogrpext_root_wo_id\n    JOIN wo sub_wo ON rwg.wogrpext_wo_id = sub_wo.wo_id\n    JOIN womatl wm ON sub_wo.wo_id = wm.womatl_wo_id\n    JOIN itemsite mis ON wm.womatl_itemsite_id = mis.itemsite_id\n    JOIN item mi ON mis.itemsite_item_id = mi.item_id\n    WHERE sub_wo.wo_status IN ('R','I')\n      AND wm.womatl_picklist AND wm.womatl_qtyreq > wm.womatl_qtyiss\n),\nmto_shorts AS (\n    SELECT fw.wo_id AS top_wo_id,\n           mi.item_number, mi.item_descrip1, 'MTO' AS shortage_type,\n           (sub_wo.wo_qtyord - sub_wo.wo_qtyrcv) AS qty_needed,\n           NULL::numeric AS qty_onhand\n    FROM fa_wos fw\n    JOIN mpe.wogrpext wwg ON fw.wo_id = wwg.wogrpext_wo_id\n    JOIN mpe.wogrpext rwg ON wwg.wogrpext_root_wo_id = rwg.wogrpext_root_wo_id\n    JOIN wo sub_wo ON rwg.wogrpext_wo_id = sub_wo.wo_id\n    JOIN itemsite mis ON sub_wo.wo_itemsite_id = mis.itemsite_id\n    JOIN item mi ON mis.itemsite_item_id = mi.item_id\n    WHERE sub_wo.wo_qtyord > sub_wo.wo_qtyrcv\n      AND sub_wo.wo_status IN ('R','I')\n      AND mi.item_id IN (\n          SELECT DISTINCT itemgrpitem_item_id FROM itemgrpitem\n          JOIN itemgrp ON itemgrpitem_itemgrp_id = itemgrp_id\n          WHERE itemgrp_name IN ('MAGNETIC-TRANSFORMER','MAGNETIC-PLUMBING','SUB-ASSEMBLY','PCB GROUP-WORK','INPUT-BD')\n      )\n),\nall_shorts AS (\n    SELECT * FROM mts_shorts\n    UNION ALL\n    SELECT * FROM mto_shorts\n)\nSELECT item_number AS part_number,\n       item_descrip1 AS part_description,\n       shortage_type,\n       COUNT(DISTINCT top_wo_id) AS wos_blocked,\n       SUM(qty_needed) AS total_qty_needed,\n       MAX(qty_onhand) AS qty_available\nFROM all_shorts\nGROUP BY item_number, item_descrip1, shortage_type\nORDER BY wos_blocked DESC, total_qty_needed DESC;",
+      "body": "WITH fa_wos AS (\n    SELECT w.wo_id, w.wo_duedate\n    FROM wo w\n    JOIN itemsite isite ON w.wo_itemsite_id = isite.itemsite_id\n    JOIN item i ON isite.itemsite_item_id = i.item_id\n    WHERE w.wo_status IN ('R','E','I')\n      AND w.wo_ordtype != 'W'\n      AND EXISTS (\n          SELECT 1 FROM mpe.itematmdept\n          WHERE itematmdept_item_id = i.item_id\n          AND 'FA' = ANY(itematmdept_departments)\n      )\n      AND i.item_id NOT IN (\n          SELECT itemgrpitem_item_id FROM itemgrpitem WHERE itemgrpitem_itemgrp_id = 97\n      )\n      AND w.wo_duedate <= (date_trunc('week', CURRENT_DATE) + interval '11 days')\n),\nmts_shorts AS (\n    SELECT fw.wo_id AS top_wo_id,\n           mi.item_number, mi.item_descrip1, 'MTS'::text AS shortage_type,\n           (wm.womatl_qtyreq - wm.womatl_qtyiss) AS qty_needed,\n           qtynetable(mis.itemsite_id, true) AS qty_onhand\n    FROM fa_wos fw\n    JOIN mpe.wogrpext wwg ON fw.wo_id = wwg.wogrpext_wo_id\n    JOIN mpe.wogrpext rwg ON wwg.wogrpext_root_wo_id = rwg.wogrpext_root_wo_id\n    JOIN wo sub_wo ON rwg.wogrpext_wo_id = sub_wo.wo_id\n    JOIN womatl wm ON sub_wo.wo_id = wm.womatl_wo_id\n    JOIN itemsite mis ON wm.womatl_itemsite_id = mis.itemsite_id\n    JOIN item mi ON mis.itemsite_item_id = mi.item_id\n    WHERE sub_wo.wo_status IN ('R','I')\n      AND wm.womatl_picklist AND wm.womatl_qtyreq > wm.womatl_qtyiss\n),\nmto_shorts AS (\n    SELECT fw.wo_id AS top_wo_id,\n           mi.item_number, mi.item_descrip1, 'MTO'::text AS shortage_type,\n           (sub_wo.wo_qtyord - sub_wo.wo_qtyrcv) AS qty_needed,\n           NULL::numeric AS qty_onhand\n    FROM fa_wos fw\n    JOIN mpe.wogrpext wwg ON fw.wo_id = wwg.wogrpext_wo_id\n    JOIN mpe.wogrpext rwg ON wwg.wogrpext_root_wo_id = rwg.wogrpext_root_wo_id\n    JOIN wo sub_wo ON rwg.wogrpext_wo_id = sub_wo.wo_id\n    JOIN itemsite mis ON sub_wo.wo_itemsite_id = mis.itemsite_id\n    JOIN item mi ON mis.itemsite_item_id = mi.item_id\n    WHERE sub_wo.wo_qtyord > sub_wo.wo_qtyrcv\n      AND sub_wo.wo_status IN ('R','I')\n      AND mi.item_id IN (\n          SELECT DISTINCT itemgrpitem_item_id FROM itemgrpitem\n          JOIN itemgrp ON itemgrpitem_itemgrp_id = itemgrp_id\n          WHERE itemgrp_name IN ('MAGNETIC-TRANSFORMER','MAGNETIC-PLUMBING','SUB-ASSEMBLY','PCB GROUP-WORK','INPUT-BD')\n      )\n),\nall_shorts AS (\n    SELECT * FROM mts_shorts\n    UNION ALL\n    SELECT * FROM mto_shorts\n)\nSELECT item_number AS part_number,\n       item_descrip1 AS part_description,\n       shortage_type,\n       COUNT(DISTINCT top_wo_id) AS wos_blocked,\n       SUM(qty_needed) AS total_qty_needed,\n       MAX(qty_onhand) AS qty_available\nFROM all_shorts\nGROUP BY item_number, item_descrip1, shortage_type\nORDER BY wos_blocked DESC, total_qty_needed DESC;",
       "encodeParamsToggle": true,
       "paginationType": "NONE",
       "pluginSpecifiedTemplates": [

pages/Operations - WO Shortages/queries/wo_shortages/wo_shortages.txt

@@ -1,9 +1,13 @@
 WITH fa_wos AS (
     SELECT w.wo_id, w.wo_number, w.wo_subnumber, w.wo_status, w.wo_duedate,
-           w.wo_qtyord, i.item_number AS wo_item, i.item_descrip1 AS wo_descrip
+           w.wo_qtyord, i.item_number AS wo_item, i.item_descrip1 AS wo_descrip,
+           COALESCE(cust.cust_name, '') AS customer_name
     FROM wo w
     JOIN itemsite isite ON w.wo_itemsite_id = isite.itemsite_id
     JOIN item i ON isite.itemsite_item_id = i.item_id
+    LEFT JOIN coitem ci ON w.wo_ordtype = 'S' AND w.wo_ordid = ci.coitem_id
+    LEFT JOIN cohead ch ON ci.coitem_cohead_id = ch.cohead_id
+    LEFT JOIN custinfo cust ON ch.cohead_cust_id = cust.cust_id
     WHERE w.wo_status IN ('R','E','I')
       AND w.wo_ordtype != 'W'
       AND EXISTS (
@@ -36,10 +40,11 @@ SELECT
     END AS due_group_sort,
     fw.wo_number || '-' || fw.wo_subnumber AS wo_num,
     fw.wo_status AS wo_status,
-    fw.wo_duedate,
+    to_char(fw.wo_duedate, 'YYYY-MM-DD') AS wo_duedate,
+    fw.customer_name,
     fw.wo_item,
     fw.wo_descrip,
-    'MTS' AS shortage_type,
+    'MTS'::text AS shortage_type,
     formatwonumber(sub_wo.wo_id) AS sub_wo_num,
     mi.item_number AS short_part,
     mi.item_descrip1 AS short_part_desc,
@@ -79,10 +84,11 @@ SELECT
     END AS due_group_sort,
     fw.wo_number || '-' || fw.wo_subnumber AS wo_num,
     fw.wo_status AS wo_status,
-    fw.wo_duedate,
+    to_char(fw.wo_duedate, 'YYYY-MM-DD') AS wo_duedate,
+    fw.customer_name,
     fw.wo_item,
     fw.wo_descrip,
-    'MTO' AS shortage_type,
+    'MTO'::text AS shortage_type,
     formatwonumber(sub_wo.wo_id) AS sub_wo_num,
     mi.item_number AS short_part,
     mi.item_descrip1 AS short_part_desc,

pages/Operations - WO Shortages/widgets/Tabs1/ws1tblshort.json

@@ -35,6 +35,7 @@
     "wo_num",
     "wo_status",
     "wo_duedate",
+    "customer_name",
     "wo_item",
     "wo_descrip",
     "shortage_type",
@@ -50,6 +51,7 @@
     "wo_num": 100,
     "wo_status": 70,
     "wo_duedate": 100,
+    "customer_name": 200,
     "wo_item": 80,
     "shortage_type": 65,
     "sub_wo_num": 110,
@@ -71,6 +73,7 @@
     {"key": "primaryColumns.wo_num.computedValue"},
     {"key": "primaryColumns.wo_status.computedValue"},
     {"key": "primaryColumns.wo_duedate.computedValue"},
+    {"key": "primaryColumns.customer_name.computedValue"},
     {"key": "primaryColumns.wo_item.computedValue"},
     {"key": "primaryColumns.wo_descrip.computedValue"},
     {"key": "primaryColumns.shortage_type.computedValue"},
@@ -183,7 +186,7 @@
       "alias": "wo_duedate",
       "allowCellWrapping": false,
       "allowSameOptionsInNewRow": true,
-      "columnType": "date",
+      "columnType": "text",
       "computedValue": "{{(() => { const tableData = ws1tblshort.processedTableData || []; return tableData.length > 0 ? tableData.map((currentRow, currentIndex) => (currentRow[\"wo_duedate\"])) : wo_duedate })()}}",
       "enableFilter": true,
       "enableSort": true,
@@ -204,6 +207,31 @@
       "verticalAlignment": "CENTER",
       "width": 150
     },
+    "customer_name": {
+      "alias": "customer_name",
+      "allowCellWrapping": false,
+      "allowSameOptionsInNewRow": true,
+      "columnType": "text",
+      "computedValue": "{{(() => { const tableData = ws1tblshort.processedTableData || []; return tableData.length > 0 ? tableData.map((currentRow, currentIndex) => (currentRow[\"customer_name\"])) : customer_name })()}}",
+      "enableFilter": true,
+      "enableSort": true,
+      "horizontalAlignment": "LEFT",
+      "id": "customer_name",
+      "index": 4,
+      "isCellEditable": false,
+      "isCellVisible": true,
+      "isDerived": false,
+      "isDisabled": false,
+      "isEditable": false,
+      "isVisible": true,
+      "label": "customer_name",
+      "originalId": "customer_name",
+      "sticky": "",
+      "textSize": "0.775rem",
+      "validation": {},
+      "verticalAlignment": "CENTER",
+      "width": 150
+    },
     "wo_item": {
       "alias": "wo_item",
       "allowCellWrapping": false,