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3 Commits

Author SHA1 Message Date
tcardoza bd65217ddc template improvements for scope choice and filtering 2026-03-16 15:31:52 -05:00
tcardoza 229b4b1486 modules updates 2026-03-16 14:22:01 -05:00
tcardoza 865c4a954c basic module setup 2026-03-16 13:38:22 -05:00
12 changed files with 644 additions and 83 deletions
+121 -38
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@@ -1,10 +1,9 @@
import type { Component } from 'solid-js';
import { createSignal, Show, For, createEffect } from 'solid-js';
import { createSignal, Show, For, createEffect, createMemo, type Component } from 'solid-js';
import { Portal } from 'solid-js/web';
import { X, FileBox, CheckCircle2 } from 'lucide-solid';
import { X, FileBox, CheckCircle2, Search } from 'lucide-solid';
import { pb, COLLECTIONS } from '../utils/db';
import { appStore } from '../store/appStore';
import type { EstimateItem, TemplateItem } from '../types';
import type { EstimateItem, TemplateItem, Modifier } from '../types';
interface ApplyTemplateModalProps {
show: boolean;
@@ -17,9 +16,36 @@ const ApplyTemplateModal: Component<ApplyTemplateModalProps> = (props) => {
const [templates, setTemplates] = createSignal<any[]>([]);
const [isLoading, setIsLoading] = createSignal(false);
const [searchQuery, setSearchQuery] = createSignal('');
const [targetSubScopeId, setTargetSubScopeId] = createSignal<string>('scope'); // 'scope' means no sub-scope selected
const [isApplying, setIsApplying] = createSignal(false);
const filteredAndGroupedTemplates = createMemo(() => {
const query = searchQuery().toLowerCase();
let filtered = templates().filter(t =>
t.name.toLowerCase().includes(query) ||
(t.defaultSubScopeName || '').toLowerCase().includes(query)
);
// Sort alphabetically by name
filtered.sort((a, b) => a.name.localeCompare(b.name));
// Group by defaultSubScopeName
const groups: Record<string, any[]> = {};
filtered.forEach(t => {
const groupName = t.defaultSubScopeName || 'Uncategorized';
if (!groups[groupName]) groups[groupName] = [];
groups[groupName].push(t);
});
// Convert to array of groups for sorting groups
return Object.entries(groups).sort(([a], [b]) => {
if (a === 'Uncategorized') return 1;
if (b === 'Uncategorized') return -1;
return a.localeCompare(b);
});
});
createEffect(() => {
if (props.show) {
loadTemplates();
@@ -44,13 +70,21 @@ const ApplyTemplateModal: Component<ApplyTemplateModalProps> = (props) => {
const applyTemplate = (record: any) => {
const templateItems: TemplateItem[] = record.items || [];
if (templateItems.length === 0) {
alert('This template has no items.');
if (templateItems.length === 0 && (record.modifiers || []).length === 0) {
alert('This template has no items or modifiers.');
return;
}
setIsApplying(true);
// Find default sub-scope if target is 'scope' and template has a defaultSubScopeName
let finalSubScopeId = targetSubScopeId() !== 'scope' ? targetSubScopeId() : undefined;
if (!finalSubScopeId && record.defaultSubScopeName) {
const match = subScopes().find(ss => ss.name.toLowerCase() === record.defaultSubScopeName.toLowerCase());
if (match) finalSubScopeId = match.id;
}
const newItems: EstimateItem[] = templateItems.map(item => ({
id: crypto.randomUUID(),
description: item.description,
@@ -61,12 +95,27 @@ const ApplyTemplateModal: Component<ApplyTemplateModalProps> = (props) => {
contingency: item.contingency,
contingencyType: item.contingencyType,
scopeId: props.scopeId || undefined,
subScopeId: targetSubScopeId() !== 'scope' ? targetSubScopeId() : undefined
subScopeId: finalSubScopeId
}));
// Append to existing items
appStore.setEstimateItems(prev => [...prev, ...newItems]);
// Copy modifiers if target is (or resolved to) a sub-scope
if (finalSubScopeId) {
const templateModifiers: Modifier[] = record.modifiers || [];
if (templateModifiers.length > 0) {
appStore.setSubScopes(
ss => ss.id === finalSubScopeId,
'modifiers',
(existing = []) => [
...existing,
...templateModifiers.map(m => ({ ...m, id: crypto.randomUUID() }))
]
);
}
}
setIsApplying(false);
props.onClose();
};
@@ -92,50 +141,78 @@ const ApplyTemplateModal: Component<ApplyTemplateModalProps> = (props) => {
</div>
<div class="flex-1 flex flex-col p-6 gap-6 overflow-hidden">
{/* Target Selection */}
<div class="space-y-3 shrink-0">
<label class="text-xs font-black text-muted-foreground uppercase tracking-wider">Target Destination</label>
<select
value={targetSubScopeId()}
onChange={(e) => setTargetSubScopeId(e.currentTarget.value)}
class="w-full bg-muted/20 border border-border/60 p-3 rounded-2xl text-sm outline-none focus:bg-background focus:ring-4 focus:ring-primary/10 focus:border-primary transition-all font-medium appearance-none"
>
<option value="scope">Scope Level (Default)</option>
<For each={subScopes()}>
{(ss) => (
<option value={ss.id}>Sub-scope: {ss.name}</option>
)}
</For>
</select>
{/* Target Selection & Search */}
<div class="flex gap-4 shrink-0">
<div class="flex-1 space-y-3">
<label class="text-xs font-black text-muted-foreground uppercase tracking-wider">Target Destination</label>
<select
value={targetSubScopeId()}
onChange={(e) => setTargetSubScopeId(e.currentTarget.value)}
class="w-full bg-muted/20 border border-border/60 p-3 rounded-2xl text-sm outline-none focus:bg-background focus:ring-4 focus:ring-primary/10 focus:border-primary transition-all font-medium appearance-none"
>
<option value="scope">Scope Level (Default)</option>
<For each={subScopes()}>
{(ss) => (
<option value={ss.id}>Sub-scope: {ss.name}</option>
)}
</For>
</select>
</div>
<div class="flex-1 space-y-3">
<label class="text-xs font-black text-muted-foreground uppercase tracking-wider">Search Templates</label>
<div class="relative">
<Search class="absolute left-4 top-1/2 -translate-y-1/2 w-4 h-4 text-muted-foreground" />
<input
type="text"
placeholder="Search by name or target..."
value={searchQuery()}
onInput={(e) => setSearchQuery(e.currentTarget.value)}
class="w-full bg-muted/20 border border-border/60 pl-11 pr-4 py-3 rounded-2xl text-sm outline-none focus:bg-background focus:ring-4 focus:ring-primary/10 focus:border-primary transition-all font-medium"
/>
</div>
</div>
</div>
{/* Templates List */}
<div class="flex-1 flex flex-col min-h-0 space-y-3">
<label class="text-xs font-black text-muted-foreground uppercase tracking-wider">Select Template</label>
<div class="flex-1 overflow-y-auto space-y-3 bg-muted/10 border border-border/50 rounded-2xl p-4">
<div class="flex-1 overflow-y-auto space-y-6 bg-muted/10 border border-border/50 rounded-2xl p-4">
<Show
when={!isLoading()}
fallback={<div class="py-12 text-center text-muted-foreground text-sm font-medium">Loading templates...</div>}
>
<For each={templates()}>
{(record) => (
<div class="group flex items-center justify-between p-4 rounded-xl border border-border/60 bg-card hover:border-primary/50 hover:shadow-premium transition-all">
<div>
<h4 class="font-bold text-foreground">{record.name}</h4>
<p class="text-[10px] text-muted-foreground font-medium uppercase tracking-wider mt-1">
{record.items?.length || 0} Items {new Date(record.created).toLocaleDateString()}
</p>
<For each={filteredAndGroupedTemplates()}>
{([groupName, groupTemplates]) => (
<div class="space-y-3">
<div class="flex items-center gap-2 px-1">
<span class="text-[10px] font-black uppercase tracking-widest text-muted-foreground/60">{groupName}</span>
<div class="flex-1 h-px bg-border/40"></div>
</div>
<div class="grid gap-3">
<For each={groupTemplates}>
{(record) => (
<div class="group flex items-center justify-between p-4 rounded-xl border border-border/60 bg-card hover:border-primary/50 hover:shadow-premium transition-all">
<div>
<h4 class="font-bold text-foreground">{record.name}</h4>
<p class="text-[10px] text-muted-foreground font-medium uppercase tracking-wider mt-1">
{record.items?.length || 0} Items {new Date(record.created).toLocaleDateString()}
</p>
</div>
<button
disabled={isApplying()}
onClick={() => applyTemplate(record)}
class="flex items-center gap-2 px-4 py-2 bg-primary/10 text-primary border border-primary/20 rounded-lg text-xs font-bold shadow-sm hover:bg-primary hover:text-primary-foreground hover:border-primary transition-all"
>
<CheckCircle2 class="w-4 h-4" /> Apply
</button>
</div>
)}
</For>
</div>
<button
disabled={isApplying()}
onClick={() => applyTemplate(record)}
class="flex items-center gap-2 px-4 py-2 bg-primary/10 text-primary border border-primary/20 rounded-lg text-xs font-bold shadow-sm hover:bg-primary hover:text-primary-foreground hover:border-primary transition-all"
>
<CheckCircle2 class="w-4 h-4" /> Apply
</button>
</div>
)}
</For>
<Show when={templates().length === 0}>
<div class="py-12 flex flex-col items-center justify-center text-center text-muted-foreground/60 border-2 border-dashed border-border/60 rounded-xl bg-background/50 h-full">
<FileBox class="w-8 h-8 mb-3 opacity-50" />
@@ -143,6 +220,12 @@ const ApplyTemplateModal: Component<ApplyTemplateModalProps> = (props) => {
<p class="text-xs mt-1">Create one in the Template Creator first.</p>
</div>
</Show>
<Show when={templates().length > 0 && filteredAndGroupedTemplates().length === 0}>
<div class="py-12 text-center text-muted-foreground/50 italic text-sm">
No templates match your search.
</div>
</Show>
</Show>
</div>
</div>
+1
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@@ -183,6 +183,7 @@ const EstimateBuilder: Component<EstimateBuilderProps> = (props) => {
<div class="w-full flex flex-col min-h-screen bg-white shadow-2xl relative print:shadow-none print:border-none print:rounded-none">
<PrintEstimate
scopes={scopes}
subScopes={subScopes}
items={items}
grandTotals={grandTotals}
clientInfo={clientInfo}
+108
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@@ -0,0 +1,108 @@
import type { Component } from 'solid-js';
import { Show } from 'solid-js';
import { Trash2, Calculator, EyeOff } from 'lucide-solid';
import NumericInput from './ui/NumericInput';
import type { Modifier } from '../types';
import { ModifierRegistry } from '../utils/modifier-registry';
interface ModifierRowProps {
modifier: Modifier;
calculatedValue: number;
onUpdate: (id: string, updates: Partial<Modifier>) => void;
onDelete: (id: string) => void;
}
const ModifierRow: Component<ModifierRowProps> = (props) => {
const module = () => ModifierRegistry.getModule(props.modifier.moduleId);
const formatNumber = (num: number) => {
return num.toLocaleString(undefined, { minimumFractionDigits: 2, maximumFractionDigits: 2 });
};
return (
<div class="group flex items-center justify-between py-2 px-1 hover:bg-primary/5 rounded-xl transition-all">
<div class="flex items-center gap-3">
{/* Name */}
<input
type="text"
title={module().description}
value={props.modifier.name}
onInput={(e) => props.onUpdate(props.modifier.id, { name: e.currentTarget.value })}
class="bg-transparent border-none outline-none text-sm font-medium text-muted-foreground focus:text-foreground focus:ring-0 py-0.5 w-48"
placeholder="Modifier Name"
/>
{/* Type Toggles - Visible on hover */}
<div class="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
<button
onClick={() => props.onUpdate(props.modifier.id, { valueType: 'percent' })}
class={`p-1 rounded-md transition-colors text-[10px] font-bold ${props.modifier.valueType === 'percent' ? 'bg-primary/10 text-primary' : 'hover:bg-muted text-muted-foreground'}`}
>
%
</button>
<button
onClick={() => props.onUpdate(props.modifier.id, { valueType: 'amount' })}
class={`p-1 rounded-md transition-colors text-[10px] font-bold ${props.modifier.valueType === 'amount' ? 'bg-primary/10 text-primary' : 'hover:bg-muted text-muted-foreground'}`}
>
$
</button>
<button
onClick={() => {
const unit = props.modifier.unitLabel || 'hrs';
props.onUpdate(props.modifier.id, { valueType: 'unit', unitLabel: unit });
}}
class={`px-1.5 py-1 rounded-md transition-colors text-[9px] font-black tracking-tighter ${props.modifier.valueType === 'unit' ? 'bg-primary/10 text-primary' : 'hover:bg-muted text-muted-foreground'}`}
>
UNIT
</button>
</div>
</div>
<div class="flex items-center gap-4">
{/* Value Input */}
<div class="flex items-center gap-2">
<NumericInput
value={props.modifier.value}
onUpdate={(val) => props.onUpdate(props.modifier.id, { value: val })}
class="w-20 text-right text-sm border-b border-dashed border-border focus:border-primary outline-none bg-transparent text-primary font-medium"
placeholder={props.modifier.moduleId === 'man-hours' ? "Factor" : "0.00"}
/>
<Show when={(props.modifier.valueType === 'unit' && props.modifier.unitLabel) || props.modifier.moduleId === 'man-hours'}>
<span class="text-[10px] font-bold text-primary/60">
{props.modifier.moduleId === 'man-hours' ? 'factor' : props.modifier.unitLabel}
</span>
</Show>
</div>
{/* Calculated Result */}
<div class="w-28 text-right flex items-center justify-end gap-1.5">
<span class={`text-sm font-medium transition-colors ${props.modifier.includeInTotal ? 'text-foreground' : 'text-muted-foreground/40'}`}>
{props.modifier.moduleId === 'man-hours' ? '' : '$'}{formatNumber(props.calculatedValue)}
{props.modifier.moduleId === 'man-hours' ? ' hrs' : ''}
</span>
{/* Active/Draft Toggle */}
<button
onClick={() => props.onUpdate(props.modifier.id, { includeInTotal: !props.modifier.includeInTotal })}
class={`p-1 rounded-md transition-all ${props.modifier.includeInTotal ? 'text-primary' : 'text-muted-foreground/30'}`}
title={props.modifier.includeInTotal ? 'Included' : 'Excluded'}
>
<Show when={props.modifier.includeInTotal} fallback={<EyeOff class="w-3.5 h-3.5" />}>
<Calculator class="w-3.5 h-3.5" />
</Show>
</button>
</div>
{/* Delete */}
<button
onClick={() => props.onDelete(props.modifier.id)}
class="p-1 opacity-0 group-hover:opacity-100 text-muted-foreground/30 hover:text-destructive hover:bg-destructive/10 rounded-lg transition-all"
>
<Trash2 class="w-3.5 h-3.5" />
</button>
</div>
</div>
);
};
export default ModifierRow;
+23 -2
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@@ -1,17 +1,20 @@
import type { Component, Accessor } from 'solid-js';
import { For, Show } from 'solid-js';
import type { Scope, EstimateItem, JobInfo } from '../types';
import type { Scope, SubScope, EstimateItem, JobInfo } from '../types';
import { NOTICE_TO_OWNERS } from '../notice-to-owners';
import { COMPANY_NAME, COMPANY_ADDRESS, COMPANY_PHONE, COMPANY_EMAIL } from '../company-info';
import { ModifierRegistry } from '../utils/modifier-registry';
interface PrintEstimateProps {
scopes: Scope[];
subScopes: SubScope[];
items: EstimateItem[];
grandTotals: Accessor<{
subtotal: number;
markup: number;
contingency: number;
fees: number;
modifiersTotal: number;
grandTotal: number;
}>;
clientInfo: {
@@ -51,7 +54,25 @@ const PrintEstimate: Component<PrintEstimateProps> = (props) => {
? scopeSubtotal * (scope.deliveryFee / 100)
: scope.deliveryFee;
return scopeSubtotal + scopeMarkup + scopeContingency + mgmtFee + deliveryFee;
let modifiersTotal = 0;
const scopeSubScopes = props.subScopes.filter(ss => ss.scopeId === scopeId);
scopeSubScopes.forEach(ss => {
const ssItems = props.items.filter(i => i.subScopeId === ss.id);
const ssTotalWithMarkup = ssItems.reduce((sum, item) => {
const base = item.quantity * item.unitPrice;
const markup = item.markupType === 'percent' ? base * (item.markup / 100) : item.markup;
const contingency = item.contingencyType === 'percent' ? base * (item.contingency / 100) : item.contingency;
return sum + base + markup + contingency;
}, 0);
(ss.modifiers || []).forEach(m => {
if (!m.includeInTotal) return;
modifiersTotal += ModifierRegistry.calculate(m, ssTotalWithMarkup, ssItems);
});
});
return scopeSubtotal + scopeMarkup + scopeContingency + mgmtFee + deliveryFee + modifiersTotal;
};
return (
+40 -17
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@@ -1,5 +1,4 @@
import type { Component } from 'solid-js';
import { For, createMemo, Show, createSignal } from 'solid-js';
import { For, Show, createMemo, createSignal, type Component } from 'solid-js';
import { Trash2, Plus, Settings2, Percent, DollarSign, ChevronDown, FileText, ClipboardList, FileBox } from 'lucide-solid';
import NumericInput from './ui/NumericInput';
import type { EstimateItem, Scope, SubScope, PricingType } from '../types';
@@ -8,6 +7,7 @@ import SubScopeCard from './SubScopeCard';
import NoteEditor from './NoteEditor';
import LazyItem from './LazyItem';
import ScopeScaleWrapper from './ui/ScopeScaleWrapper';
import { ModifierRegistry } from '../utils/modifier-registry';
interface ScopeCardProps {
scope: Scope;
@@ -68,14 +68,31 @@ const ScopeCard: Component<ScopeCardProps> = (props) => {
? subtotal * (props.scope.deliveryFee / 100)
: props.scope.deliveryFee;
let modifiersTotal = 0;
props.subScopes.forEach(ss => {
const ssItems = props.items.filter(i => i.subScopeId === ss.id);
const ssTotalWithMarkup = ssItems.reduce((sum, item) => {
const base = item.quantity * item.unitPrice;
const markup = item.markupType === 'percent' ? base * (item.markup / 100) : item.markup;
const contingency = item.contingencyType === 'percent' ? base * (item.contingency / 100) : item.contingency;
return sum + base + markup + contingency;
}, 0);
(ss.modifiers || []).forEach(m => {
if (!m.includeInTotal) return;
modifiersTotal += ModifierRegistry.calculate(m, ssTotalWithMarkup, ssItems);
});
});
return {
subtotal,
markup,
contingency,
mgmtTotal,
deliveryTotal,
modifiersTotal,
totalQuantity,
total: subtotal + markup + contingency + mgmtTotal + deliveryTotal
total: subtotal + markup + contingency + mgmtTotal + deliveryTotal + modifiersTotal
};
});
@@ -136,12 +153,20 @@ const ScopeCard: Component<ScopeCardProps> = (props) => {
</div>
<div class="flex items-center gap-2">
<button
onClick={() => props.onAddSubScope(props.scope.id)}
class="flex items-center gap-2 px-4 py-2 bg-primary/10 text-primary rounded-xl text-sm font-bold hover:bg-primary/20 transition-colors border border-primary/20"
>
<Plus class="mr-2 h-3.5 w-3.5" /> Sub-scope
</button>
<div class="flex items-center gap-1.5">
<button
onClick={() => props.onAddSubScope(props.scope.id)}
class="flex items-center gap-2 px-3 py-2 bg-primary/10 text-primary rounded-xl text-sm font-bold hover:bg-primary/20 transition-colors border border-primary/20"
>
<Plus class="h-3.5 w-3.5" /> Sub-scope
</button>
<button
onClick={() => props.onOpenApplyTemplate(props.scope.id)}
class="flex items-center gap-2 px-3 py-2 bg-indigo-50 text-indigo-600 rounded-xl text-sm font-bold hover:bg-indigo-100 transition-colors border border-indigo-100"
>
<FileBox class="h-3.5 w-3.5" /> Template
</button>
</div>
<div class="h-8 w-px bg-border mx-2"></div>
<button
onClick={() => setShowBulkActions(!showBulkActions())}
@@ -190,14 +215,6 @@ const ScopeCard: Component<ScopeCardProps> = (props) => {
Apply
</button>
</div>
<div class="flex items-center ml-auto">
<button
onClick={() => props.onOpenApplyTemplate(props.scope.id)}
class="flex items-center gap-2 px-3 py-1.5 bg-background text-primary border border-primary/30 rounded-lg text-xs font-bold shadow-sm hover:bg-primary hover:text-primary-foreground hover:border-primary transition-all"
>
<FileBox class="w-3.5 h-3.5" /> Apply Template
</button>
</div>
</div>
</Show>
@@ -377,6 +394,12 @@ const ScopeCard: Component<ScopeCardProps> = (props) => {
<span>Scope Contingency:</span>
<span class="w-28 text-right">${formatNumber(totals().contingency)}</span>
</div>
<Show when={totals().modifiersTotal !== 0}>
<div class="flex justify-end gap-8 text-indigo-600">
<span>Scope Modifiers:</span>
<span class="w-28 text-right">${formatNumber(totals().modifiersTotal)}</span>
</div>
</Show>
<div class="flex justify-end gap-8 font-black text-foreground text-xl mt-4">
<span>Scope Grand Total:</span>
<span class="w-32 text-right border-t-2 border-foreground pt-1">
+61 -5
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@@ -1,9 +1,11 @@
import type { Component } from 'solid-js';
import { For, createMemo, Show, createSignal } from 'solid-js';
import { Trash2, ChevronDown, Copy, ListTree } from 'lucide-solid';
import { For, createMemo, Show, createSignal, type Component } from 'solid-js';
import { Trash2, ChevronDown, Copy, ListTree, Plus, Calculator } from 'lucide-solid';
import type { EstimateItem, SubScope, Scope } from '../types';
import ItemRow from './ItemRow';
import LazyItem from './LazyItem';
import ModifierRow from './ModifierRow';
import { appStore } from '../store/appStore';
import { ModifierRegistry, MODIFIER_MODULES } from '../utils/modifier-registry';
interface SubScopeCardProps {
subScope: SubScope;
@@ -30,8 +32,10 @@ const SubScopeCard: Component<SubScopeCardProps> = (props) => {
const [isOver, setIsOver] = createSignal(false);
const [showCopyMenu, setShowCopyMenu] = createSignal(false);
const subScopeItems = () => props.items.filter(item => item.subScopeId === props.subScope.id);
const totals = createMemo(() => {
return props.items.reduce((acc, item) => {
const itemTotals = props.items.reduce((acc, item) => {
const base = item.quantity * item.unitPrice;
const markup = item.markupType === 'percent' ? base * (item.markup / 100) : item.markup;
const contingency = item.contingencyType === 'percent' ? base * (item.contingency / 100) : item.contingency;
@@ -40,6 +44,20 @@ const SubScopeCard: Component<SubScopeCardProps> = (props) => {
quantity: acc.quantity + item.quantity
};
}, { amount: 0, quantity: 0 });
let modifiedAmount = itemTotals.amount;
const modifiers = props.subScope.modifiers || [];
modifiers.forEach(m => {
if (!m.includeInTotal) return;
modifiedAmount += ModifierRegistry.calculate(m, itemTotals.amount, subScopeItems());
});
return {
amount: modifiedAmount,
quantity: itemTotals.quantity,
baseAmount: itemTotals.amount
};
});
const formatNumber = (num: number) => {
@@ -204,11 +222,49 @@ const SubScopeCard: Component<SubScopeCardProps> = (props) => {
</LazyItem>
)}
</For>
<Show when={props.items.length === 0}>
{/* Modifiers Section */}
<Show when={(props.subScope.modifiers?.length || 0) > 0}>
<div class="pt-4 pb-2 space-y-1.5">
<div class="px-1 text-[10px] font-black text-primary/40 uppercase tracking-[0.2em] mb-3 flex items-center gap-2">
<Calculator class="w-3.5 h-3.5" />
<span>Sub-scope Fees & Modifiers</span>
</div>
<For each={props.subScope.modifiers}>
{(modifier) => (
<ModifierRow
modifier={modifier}
calculatedValue={ModifierRegistry.calculateDisplay(modifier, totals().baseAmount, subScopeItems())}
onUpdate={(id, updates) => appStore.updateModifier(props.subScope.id, id, updates)}
onDelete={(id) => appStore.removeModifier(props.subScope.id, id)}
/>
)}
</For>
</div>
</Show>
<Show when={props.items.length === 0 && (props.subScope.modifiers?.length || 0) === 0}>
<div class="text-center py-4 text-[10px] font-bold text-muted-foreground/40 uppercase tracking-widest italic">
Empty Sub-scope
</div>
</Show>
{/* Add Modifier Buttons */}
<div class="flex flex-wrap items-center gap-2 mt-4 pt-4 border-t border-border/40">
<span class="text-[9px] font-black uppercase tracking-[0.2em] text-muted-foreground/60 ml-1 mr-2">Add Modifier:</span>
<For each={MODIFIER_MODULES}>
{(module) => (
<button
onClick={() => appStore.addModifier(props.subScope.id, module.id)}
class="flex items-center gap-1.5 px-3 py-1.5 bg-background border border-border rounded-xl text-[10px] font-black uppercase tracking-wider text-muted-foreground hover:text-primary hover:border-primary/30 transition-all group shadow-sm bg-white"
title={module.description}
>
<Plus class="w-3.5 h-3.5 transition-transform group-hover:rotate-90" />
{module.name}
</button>
)}
</For>
</div>
</div>
</div>
</Show>
@@ -1,4 +1,4 @@
import type { Component } from 'solid-js';
import { Show, type Component } from 'solid-js';
import { Info, Plus } from 'lucide-solid';
interface ExecutiveSummaryProps {
@@ -7,6 +7,7 @@ interface ExecutiveSummaryProps {
markup: number;
contingency: number;
fees: number;
modifiersTotal: number;
grandTotal: number;
};
onFinalizeBid: () => void;
@@ -40,6 +41,12 @@ export const ExecutiveSummary: Component<ExecutiveSummaryProps> = (props) => {
<span class="text-[10px] font-bold text-muted-foreground uppercase tracking-widest truncate">Contingency</span>
<div class="text-2xl xl:text-3xl font-black text-foreground tracking-tight truncate">${formatNumber(props.totals.contingency)}</div>
</div>
<Show when={props.totals.modifiersTotal !== 0}>
<div class="bg-card p-6 rounded-3xl border border-border shadow-premium space-y-2 flex flex-col justify-center min-w-0 transition-transform hover:-translate-y-1">
<span class="text-[10px] font-bold text-muted-foreground uppercase tracking-widest truncate">Applied Modifiers</span>
<div class="text-2xl xl:text-3xl font-black text-indigo-600 tracking-tight truncate">${formatNumber(props.totals.modifiersTotal)}</div>
</div>
</Show>
<div class="bg-card p-6 rounded-3xl border border-border shadow-premium space-y-2 flex flex-col justify-center min-w-0 transition-transform hover:-translate-y-1">
<span class="text-[10px] font-bold text-muted-foreground uppercase tracking-widest truncate">Fees & Logistics</span>
<div class="text-2xl xl:text-3xl font-black text-foreground tracking-tight truncate">${formatNumber(props.totals.fees)}</div>
@@ -1,6 +1,7 @@
import { createMemo } from 'solid-js';
import type { Accessor } from 'solid-js';
import { appStore } from '../../store/appStore';
import { ModifierRegistry } from '../../utils/modifier-registry';
export function useEstimateCalculations(selectedIds: Accessor<string[]>) {
const items = appStore.estimateItems;
@@ -38,12 +39,32 @@ export function useEstimateCalculations(selectedIds: Accessor<string[]>) {
: scope.deliveryFee;
});
let modifiersTotal = 0;
const subScopes = appStore.subScopes;
subScopes.forEach(subScope => {
const scopeId = subScope.id;
const subScopeItems = items.filter(i => i.subScopeId === scopeId); // Wait, subScope.id is compared to item.subScopeId
const subScopeTotalWithMarkup = subScopeItems.reduce((sum, item) => {
const base = item.quantity * item.unitPrice;
const markup = item.markupType === 'percent' ? base * (item.markup / 100) : item.markup;
const contingency = item.contingencyType === 'percent' ? base * (item.contingency / 100) : item.contingency;
return sum + base + markup + contingency;
}, 0);
(subScope.modifiers || []).forEach(m => {
if (!m.includeInTotal) return;
modifiersTotal += ModifierRegistry.calculate(m, subScopeTotalWithMarkup, subScopeItems);
});
});
return {
subtotal,
markup,
contingency,
fees,
grandTotal: subtotal + markup + contingency + fees
modifiersTotal,
grandTotal: subtotal + markup + contingency + fees + modifiersTotal
};
});
+72 -2
View File
@@ -1,7 +1,8 @@
import { createSignal } from 'solid-js';
import { createStore } from 'solid-js/store';
import { createStore, produce } from 'solid-js/store';
import type { ExtractedItem } from '../utils/csv-parser';
import type { TemplateItem, Scope, SubScope, EstimateItem, JobInfo } from '../types';
import type { TemplateItem, Scope, SubScope, EstimateItem, JobInfo, Modifier } from '../types';
import { ModifierRegistry } from '../utils/modifier-registry';
// Raw CSV Data
const [activeItems, setActiveItems] = createSignal<ExtractedItem[]>([]);
@@ -39,6 +40,8 @@ const [generalPreNotes, setGeneralPreNotes] = createSignal('');
// Template Creator State
const [activeTemplateName, setActiveTemplateName] = createSignal('');
const [activeTemplateItems, setActiveTemplateItems] = createStore<TemplateItem[]>([]);
const [activeTemplateModifiers, setActiveTemplateModifiers] = createStore<Modifier[]>([]);
const [activeTemplateSubScopeName, setActiveTemplateSubScopeName] = createSignal<string | undefined>(undefined);
const [activeTemplateId, setActiveTemplateId] = createSignal<string | null>(null);
export const appStore = {
@@ -68,6 +71,40 @@ export const appStore = {
jobInfo, setJobInfo,
generalEstimateNotes, setGeneralEstimateNotes,
generalPreNotes, setGeneralPreNotes,
// Scopes
addModifier(subScopeId: string, moduleId: string) {
const module = ModifierRegistry.getModule(moduleId);
const newModifier: Modifier = {
id: Math.random().toString(36).substr(2, 9),
moduleId: module.id,
name: module.defaultLabel,
value: module.defaultValue,
valueType: module.defaultValueType,
unitLabel: module.defaultUnitLabel,
type: module.id as any, // Temporary cast
includeInTotal: module.id !== 'man-hours'
};
setSubScopes(s => s.id === subScopeId, produce((ss) => {
if (!ss.modifiers) ss.modifiers = [];
ss.modifiers.push(newModifier);
}));
},
updateModifier: (subScopeId: string, modifierId: string, updates: Partial<Modifier>) => {
setSubScopes(
s => s.id === subScopeId,
'modifiers',
(m: Modifier) => m.id === modifierId,
updates
);
},
removeModifier: (subScopeId: string, modifierId: string) => {
setSubScopes(
s => s.id === subScopeId,
'modifiers',
(m = []) => m.filter(mod => mod.id !== modifierId)
);
},
// Templates
templateId: activeTemplateId,
@@ -76,6 +113,34 @@ export const appStore = {
setTemplateName: setActiveTemplateName,
templateItems: activeTemplateItems,
setTemplateItems: setActiveTemplateItems,
templateModifiers: activeTemplateModifiers,
setTemplateModifiers: setActiveTemplateModifiers,
templateSubScopeName: activeTemplateSubScopeName,
setTemplateSubScopeName: setActiveTemplateSubScopeName,
addTemplateModifier(moduleId: string) {
const module = ModifierRegistry.getModule(moduleId);
const newModifier: Modifier = {
id: Math.random().toString(36).substr(2, 9),
moduleId: module.id,
name: module.defaultLabel,
value: module.defaultValue,
valueType: module.defaultValueType,
unitLabel: module.defaultUnitLabel,
type: module.id as any,
includeInTotal: module.id !== 'man-hours'
};
setActiveTemplateModifiers(prev => [...prev, newModifier]);
},
updateTemplateModifier: (modifierId: string, updates: Partial<Modifier>) => {
setActiveTemplateModifiers(
(m: Modifier) => m.id === modifierId,
updates
);
},
removeTemplateModifier: (modifierId: string) => {
setActiveTemplateModifiers(prev => prev.filter(mod => mod.id !== modifierId));
},
resetEstimate: () => {
setActiveItems([]);
@@ -92,5 +157,10 @@ export const appStore = {
setJobInfo({ number: '', name: '', address: '', workOrder: '' });
setGeneralEstimateNotes('');
setGeneralPreNotes('');
setActiveTemplateName('');
setActiveTemplateItems([]);
setActiveTemplateModifiers([]);
setActiveTemplateSubScopeName(undefined);
setActiveTemplateId(null);
}
};
+16
View File
@@ -11,10 +11,24 @@ export interface Scope {
bidDescription?: string;
}
export type ModifierType = 'tax' | 'man-hours' | 'custom';
export interface Modifier {
id: string;
moduleId: string;
name: string;
value: number;
valueType: 'percent' | 'amount' | 'unit';
type: ModifierType;
unitLabel?: string; // e.g. "hrs" for man-hours
includeInTotal: boolean;
}
export interface SubScope {
id: string;
name: string;
scopeId: string;
modifiers?: Modifier[];
}
export interface JobInfo {
@@ -54,4 +68,6 @@ export interface Template {
id: string;
name: string;
items: TemplateItem[];
modifiers?: Modifier[];
defaultSubScopeName?: string;
}
+75
View File
@@ -0,0 +1,75 @@
import type { Modifier, EstimateItem } from '../types';
export interface ModifierModule {
id: string;
name: string;
description: string;
defaultLabel: string;
defaultValue: number;
defaultValueType: 'percent' | 'amount' | 'unit';
defaultUnitLabel?: string;
calculate: (modifier: Modifier, subScopeTotalWithMarkup: number, subScopeItems: EstimateItem[]) => number;
calculateDisplay?: (modifier: Modifier, subScopeTotalWithMarkup: number, subScopeItems: EstimateItem[]) => number;
}
const TaxModule: ModifierModule = {
id: 'tax',
name: 'Tax',
description: 'Calculates percentage tax on the sub-scope total.',
defaultLabel: 'Sales Tax',
defaultValue: 0,
defaultValueType: 'percent',
calculate: (m, base) => {
if (m.valueType === 'percent') return base * (m.value / 100);
return m.value;
}
};
const ManHoursModule: ModifierModule = {
id: 'man-hours',
name: 'Man-Hours',
description: 'Calculates labor hours by dividing the sub-scope subtotal by a production factor.',
defaultLabel: 'Estimated Hours',
defaultValue: 30,
defaultValueType: 'unit',
defaultUnitLabel: 'factor',
calculate: () => 0,
calculateDisplay: (m, base) => {
const factor = m.value || 1;
return base / factor;
}
};
const SimpleAdjustmentModule: ModifierModule = {
id: 'adjustment',
name: 'Fixed adjustment',
description: 'Adds or subtracts a fixed amount or percentage.',
defaultLabel: 'Adjustment',
defaultValue: 0,
defaultValueType: 'amount',
calculate: (m, base) => {
if (m.valueType === 'percent') return base * (m.value / 100);
return m.value;
}
};
export const MODIFIER_MODULES: ModifierModule[] = [
TaxModule,
ManHoursModule,
SimpleAdjustmentModule
];
export const ModifierRegistry = {
getModule: (id: string) => MODIFIER_MODULES.find(m => m.id === id) || SimpleAdjustmentModule,
calculate: (modifier: Modifier, baseTotal: number, items: EstimateItem[]) => {
const module = ModifierRegistry.getModule(modifier.moduleId);
return module.calculate(modifier, baseTotal, items);
},
calculateDisplay: (modifier: Modifier, baseTotal: number, items: EstimateItem[]) => {
const module = ModifierRegistry.getModule(modifier.moduleId);
if (module.calculateDisplay) return module.calculateDisplay(modifier, baseTotal, items);
return module.calculate(modifier, baseTotal, items);
}
};
+97 -17
View File
@@ -1,10 +1,11 @@
import type { Component } from 'solid-js';
import { FolderOpen, Save } from 'lucide-solid';
import { For, createSignal, createMemo, type Component } from 'solid-js';
import { FolderOpen, Save, Calculator, Plus } from 'lucide-solid';
import type { TemplateItem } from '../types';
import TemplateItemList from '../components/template/TemplateItemList';
import ModifierRow from '../components/ModifierRow';
import { ModifierRegistry, MODIFIER_MODULES } from '../utils/modifier-registry';
import TemplateLoadModal from '../components/template/TemplateLoadModal';
import { pb, COLLECTIONS } from '../utils/db';
import { createSignal } from 'solid-js';
import { appStore } from '../store/appStore';
@@ -15,6 +16,14 @@ const TemplateCreator: Component = () => {
const setTemplateName = appStore.setTemplateName;
const items = appStore.templateItems;
const setItems = appStore.setTemplateItems;
const modifiers = appStore.templateModifiers;
const setModifiers = appStore.setTemplateModifiers;
const defaultSubScopeName = appStore.templateSubScopeName;
const setDefaultSubScopeName = appStore.setTemplateSubScopeName;
const templateSubtotal = createMemo(() => {
return items.reduce((sum, item) => sum + (item.quantity * item.unitPrice), 0);
});
const [showLoadModal, setShowLoadModal] = createSignal(false);
@@ -44,21 +53,27 @@ const TemplateCreator: Component = () => {
setTemplateId(record.id);
setTemplateName(record.name);
setItems(JSON.parse(JSON.stringify(record.items || [])));
setModifiers(JSON.parse(JSON.stringify(record.modifiers || [])));
setDefaultSubScopeName(record.defaultSubScopeName);
};
const handleNewTemplate = () => {
setTemplateId(null);
setTemplateName('');
setItems([]);
setModifiers([]);
setDefaultSubScopeName(undefined);
};
const handleSaveTemplate = async () => {
if (!templateName() || items.length === 0) return;
if (!templateName() || (items.length === 0 && modifiers.length === 0)) return;
try {
const record = {
name: templateName(),
items: JSON.parse(JSON.stringify(items)) // Ensure plain objects for PocketBase
items: JSON.parse(JSON.stringify(items)), // Ensure plain objects for PocketBase
modifiers: JSON.parse(JSON.stringify(modifiers)),
defaultSubScopeName: defaultSubScopeName()
};
if (templateId()) {
@@ -100,7 +115,7 @@ const TemplateCreator: Component = () => {
</button>
<button
onClick={handleSaveTemplate}
disabled={!templateName() || items.length === 0}
disabled={!templateName() || (items.length === 0 && modifiers.length === 0)}
class="flex items-center gap-2 px-6 py-2.5 text-sm font-bold text-white bg-blue-600 rounded-xl hover:bg-blue-700 transition-all shadow-premium hover:shadow-premium-hover disabled:opacity-50 disabled:cursor-not-allowed"
>
<Save class="w-4 h-4" />
@@ -109,17 +124,34 @@ const TemplateCreator: Component = () => {
</div>
</div>
<div class="mb-8">
<label class="block text-sm font-semibold text-gray-700 mb-2">
Sub-Scope Name
</label>
<input
type="text"
value={templateName()}
onInput={(e) => setTemplateName(e.currentTarget.value)}
placeholder="e.g. Master Bathroom Rough-in"
class="w-full bg-gray-50/50 border border-gray-200 rounded-xl px-4 py-3 text-gray-800 focus:bg-white focus:ring-2 focus:ring-blue-500/20 focus:border-blue-500 outline-none font-medium transition-all shadow-sm"
/>
<div class="flex gap-6 mb-8">
<div class="flex-1">
<label class="block text-sm font-semibold text-gray-700 mb-2">
Sub-Scope Name
</label>
<input
type="text"
value={templateName()}
onInput={(e) => setTemplateName(e.currentTarget.value)}
placeholder="e.g. Master Bathroom Rough-in"
class="w-full bg-gray-50/50 border border-gray-200 rounded-xl px-4 py-3 text-gray-800 focus:bg-white focus:ring-2 focus:ring-blue-500/20 focus:border-blue-500 outline-none font-medium transition-all shadow-sm"
/>
</div>
<div class="w-64">
<label class="block text-sm font-semibold text-gray-700 mb-2">
Default Target
</label>
<select
value={defaultSubScopeName() || ''}
onChange={(e) => setDefaultSubScopeName(e.currentTarget.value || undefined)}
class="w-full bg-gray-50/50 border border-gray-200 rounded-xl px-4 py-3 text-gray-800 focus:bg-white focus:ring-2 focus:ring-blue-500/20 focus:border-blue-500 outline-none font-medium transition-all shadow-sm appearance-none"
>
<option value="">None (Scope Level)</option>
<option value="Materials">Materials</option>
<option value="Labor">Labor</option>
</select>
</div>
</div>
<TemplateItemList
@@ -128,6 +160,54 @@ const TemplateCreator: Component = () => {
onUpdateItem={handleUpdateItem}
onDeleteItem={handleDeleteItem}
/>
{/* Modifiers Section */}
<div class="mt-12 pt-8 border-t border-gray-100">
<div class="flex items-center justify-between mb-6">
<div class="flex items-center gap-3">
<div class="p-2 bg-blue-50 text-blue-600 rounded-xl">
<Calculator class="w-5 h-5" />
</div>
<div>
<h3 class="font-bold text-lg text-gray-800">Template Modifiers</h3>
<p class="text-xs text-gray-500 font-medium">Standard fees or adjustments for this sub-scope</p>
</div>
</div>
<div class="flex items-center gap-2">
<For each={MODIFIER_MODULES}>
{(module) => (
<button
onClick={() => appStore.addTemplateModifier(module.id)}
class="flex items-center gap-1.5 px-3 py-1.5 bg-white border border-gray-200 rounded-xl text-[10px] font-black uppercase tracking-wider text-gray-500 hover:text-blue-600 hover:border-blue-300 transition-all group shadow-sm"
>
<Plus class="w-3.5 h-3.5 transition-transform group-hover:rotate-90" />
{module.name}
</button>
)}
</For>
</div>
</div>
<div class="space-y-3 bg-gray-50/50 rounded-2xl p-6 border border-gray-100">
<For each={modifiers}>
{(modifier) => (
<ModifierRow
modifier={modifier}
calculatedValue={ModifierRegistry.calculateDisplay(modifier, templateSubtotal(), [])}
onUpdate={appStore.updateTemplateModifier}
onDelete={appStore.removeTemplateModifier}
/>
)}
</For>
{modifiers.length === 0 && (
<div class="text-center py-8 text-gray-400 text-sm font-medium italic">
No modifiers added to this template.
</div>
)}
</div>
</div>
</div>
<TemplateLoadModal