feat(estimates): Estimates hub with templates, detail drawer, status tracker, sort, and share

- Add EstimatesPage with Estimates + Templates tabs, KPI strip, search, and filter chips
- Estimate detail drawer with pipeline status tracker (Draft→Sent→Waiting Approval→Approved) and edge statuses (Follow Up Required, Revision Required, Rejected, Expired); clickable nodes update estimate status live
- Share bar: WhatsApp, iMessage, Email, PDF download (jsPDF + autotable, light-mode A4)
- ALL_STATUS_CONFIG as shared status registry across cards, badge, filters, and tracker
- Sort controls: Newest First / Oldest First / By Status
- Date range filter with From/To date inputs and clear button
- Fix unit price discrepancy: Unit Price = clientPrice/qty so Qty × Unit Price = Total
- Fix chatbot overlap: pr-20 on drawer footer keeps grand total visible
- Fix card vs drawer total mismatch: computeGrandTotal extracted to estimateExport.js, used as single source of truth in cards, drawer, PDF, and WhatsApp message
- TemplateEditorModal: Owner CRUD for master templates, duplicate with Save as Copy / Replace Original toggle
This commit is contained in:
Satyam-Rastogi
2026-04-01 16:45:16 +05:30
parent 8f9cb9dd48
commit fe9ddda941
3 changed files with 852 additions and 94 deletions
+192 -64
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@@ -1,4 +1,4 @@
import React, { useMemo } from 'react'; import React, { useMemo, useState } from 'react';
import ReactDOM from 'react-dom'; import ReactDOM from 'react-dom';
import { motion, AnimatePresence } from 'framer-motion'; import { motion, AnimatePresence } from 'framer-motion';
import { useNavigate } from 'react-router-dom'; import { useNavigate } from 'react-router-dom';
@@ -7,22 +7,41 @@ import { useMockStore } from '../../data/mockStore';
import { import {
X, Calendar, User, Layers, Maximize2, X, Calendar, User, Layers, Maximize2,
CheckCircle, Clock, XCircle, AlertCircle, Send, CheckCircle, Clock, XCircle, AlertCircle, Send,
MapPin, FileText, Package, ChevronRight MapPin, FileText, Package, ChevronRight,
MessageCircle, Download, Loader2, Mail,
RefreshCw, PhoneCall, GitBranch, Timer
} from 'lucide-react'; } from 'lucide-react';
import { computeLineItems, formatWhatsAppMessage, openWhatsApp, openIMessage, openEmail, generateEstimatePDF } from '../../utils/estimateExport';
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
// Status config // Status system
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
const ESTIMATE_STATUS = {
Draft: { icon: Clock, bg: 'bg-zinc-100 dark:bg-zinc-700', text: 'text-zinc-600 dark:text-zinc-300' }, // Pipeline: linear progression shown as a track
Sent: { icon: Send, bg: 'bg-blue-100 dark:bg-blue-500/20', text: 'text-blue-700 dark:text-blue-400' }, export const PIPELINE_STEPS = ['Draft', 'Sent', 'Waiting Approval', 'Approved'];
Approved: { icon: CheckCircle, bg: 'bg-emerald-100 dark:bg-emerald-500/20', text: 'text-emerald-700 dark:text-emerald-400' },
Rejected: { icon: XCircle, bg: 'bg-red-100 dark:bg-red-500/20', text: 'text-red-700 dark:text-red-400' }, // Edge statuses: branch off the pipeline (not linear)
Expired: { icon: AlertCircle, bg: 'bg-amber-100 dark:bg-amber-500/20', text: 'text-amber-700 dark:text-amber-400' }, export const EDGE_STATUSES = {
'Follow Up Required': { icon: PhoneCall, color: '#F59E0B', bg: 'bg-amber-100 dark:bg-amber-500/20', text: 'text-amber-700 dark:text-amber-400' },
'Revision Required': { icon: RefreshCw, color: '#8B5CF6', bg: 'bg-purple-100 dark:bg-purple-500/20', text: 'text-purple-700 dark:text-purple-400' },
'Rejected': { icon: XCircle, color: '#EF4444', bg: 'bg-red-100 dark:bg-red-500/20', text: 'text-red-700 dark:text-red-400' },
'Expired': { icon: Timer, color: '#F97316', bg: 'bg-orange-100 dark:bg-orange-500/20', text: 'text-orange-700 dark:text-orange-400' },
};
// All statuses combined (for badges, cards, filters)
export const ALL_STATUS_CONFIG = {
'Draft': { icon: Clock, bg: 'bg-zinc-100 dark:bg-zinc-700', text: 'text-zinc-600 dark:text-zinc-300' },
'Sent': { icon: Send, bg: 'bg-blue-100 dark:bg-blue-500/20', text: 'text-blue-700 dark:text-blue-400' },
'Waiting Approval': { icon: GitBranch, bg: 'bg-sky-100 dark:bg-sky-500/20', text: 'text-sky-700 dark:text-sky-400' },
'Approved': { icon: CheckCircle, bg: 'bg-emerald-100 dark:bg-emerald-500/20', text: 'text-emerald-700 dark:text-emerald-400' },
'Follow Up Required': { icon: PhoneCall, bg: 'bg-amber-100 dark:bg-amber-500/20', text: 'text-amber-700 dark:text-amber-400' },
'Revision Required': { icon: RefreshCw, bg: 'bg-purple-100 dark:bg-purple-500/20', text: 'text-purple-700 dark:text-purple-400' },
'Rejected': { icon: XCircle, bg: 'bg-red-100 dark:bg-red-500/20', text: 'text-red-700 dark:text-red-400' },
'Expired': { icon: Timer, bg: 'bg-orange-100 dark:bg-orange-500/20', text: 'text-orange-700 dark:text-orange-400' },
}; };
function StatusBadge({ status }) { function StatusBadge({ status }) {
const cfg = ESTIMATE_STATUS[status] ?? ESTIMATE_STATUS.Draft; const cfg = ALL_STATUS_CONFIG[status] ?? ALL_STATUS_CONFIG['Draft'];
const Icon = cfg.icon; const Icon = cfg.icon;
return ( return (
<span className={`inline-flex items-center gap-1 px-2.5 py-1 rounded-full text-[11px] font-bold uppercase tracking-wider ${cfg.bg} ${cfg.text}`}> <span className={`inline-flex items-center gap-1 px-2.5 py-1 rounded-full text-[11px] font-bold uppercase tracking-wider ${cfg.bg} ${cfg.text}`}>
@@ -32,58 +51,108 @@ function StatusBadge({ status }) {
} }
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
// Line item computation — mirrors EstimateBuilder's handleMeasurementsNext logic // Section table component
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
function computeLineItems(template, roofArea) { // Status Tracker — pipeline track + edge status pills + change status
if (!template || !roofArea) return { materials: [], labor: [] }; // ---------------------------------------------------------------------------
function EstimateStatusTracker({ currentStatus, onStatusChange }) {
const isEdge = !!EDGE_STATUSES[currentStatus];
const pipelineIdx = PIPELINE_STEPS.indexOf(currentStatus);
const waste = 1.05; // For edge statuses, show track filled up to the last pipeline step before going edge
const margin = 1.428; // ~30% margin // We treat "Sent" as the branching point for most edge states
const ridgesLF = Math.round(roofArea * 1.6); const effectivePipelineIdx = isEdge ? 1 : pipelineIdx; // show filled to "Sent" when edge
const eavesLF = Math.round(roofArea * 4.2);
const materials = template.materials.map(mat => { const PIPELINE_COLORS = {
let qty; 0: { active: '#71717A', fill: '#3F3F46' }, // Draft — zinc
if (mat.uom === 'SQ') { 1: { active: '#3B82F6', fill: '#2563EB' }, // Sent — blue
qty = Math.ceil(roofArea * waste); 2: { active: '#0EA5E9', fill: '#0284C7' }, // Waiting Approval — sky
} else if (mat.uom === 'BD') { 3: { active: '#10B981', fill: '#059669' }, // Approved — emerald
const isRidge = /ridge|hip/i.test(mat.desc); };
qty = isRidge
? Math.max(1, Math.ceil((ridgesLF * waste) / 30))
: Math.max(1, Math.ceil((eavesLF * waste) / 100));
} else if (mat.uom === 'RL') {
const isIce = /ice|water/i.test(mat.desc);
qty = isIce
? Math.max(1, Math.ceil((eavesLF * waste) / 65))
: Math.max(1, Math.ceil((roofArea * waste) / 10));
} else if (mat.uom === 'LF') {
qty = Math.ceil(eavesLF * waste);
} else if (mat.uom === 'BX') {
qty = Math.max(1, Math.ceil(roofArea / 20));
} else if (mat.uom === 'EA') {
qty = 2;
} else {
qty = 1;
}
const clientPrice = Math.round(qty * mat.baseUnitCost * margin * 100) / 100;
return { desc: mat.desc, qty, uom: mat.uom, unitCost: mat.baseUnitCost, clientPrice };
});
const laborQty = Math.ceil(roofArea * waste); return (
const laborUnitCost = 80.00; <div className="px-5 py-4 border-b border-zinc-100 dark:border-white/[0.07] bg-white dark:bg-zinc-900/80">
const labor = [{
desc: `Tear Off & Install — ${template.name}`,
qty: laborQty,
uom: 'SQ',
unitCost: laborUnitCost,
clientPrice: Math.round(laborQty * laborUnitCost * margin * 100) / 100,
}];
return { materials, labor }; {/* Pipeline track */}
<p className="text-[10px] font-bold uppercase tracking-widest text-zinc-400 mb-3">Estimate Status</p>
<div className="flex items-center gap-0 mb-3">
{PIPELINE_STEPS.map((step, i) => {
const isCompleted = i < effectivePipelineIdx;
const isCurrent = !isEdge && i === pipelineIdx;
const col = PIPELINE_COLORS[i];
return (
<React.Fragment key={step}>
{/* Node */}
<button
onClick={() => onStatusChange(step)}
title={`Set to ${step}`}
className="flex flex-col items-center gap-1 group shrink-0"
>
<div
className={`w-7 h-7 rounded-full border-2 flex items-center justify-center transition-all ${
isCurrent
? 'scale-110 shadow-md'
: 'hover:scale-105'
}`}
style={{
borderColor: (isCompleted || isCurrent) ? col.fill : '#D4D4D8',
backgroundColor: isCompleted ? col.fill : isCurrent ? col.active : 'transparent',
}}
>
{isCompleted ? (
<CheckCircle size={13} color="#fff" />
) : isCurrent ? (
<div className="w-2.5 h-2.5 rounded-full bg-white" />
) : (
<div className="w-2 h-2 rounded-full bg-zinc-300 dark:bg-zinc-600" />
)}
</div>
<span className={`text-[9px] font-semibold uppercase tracking-wide text-center leading-tight max-w-[52px] ${
isCurrent ? 'text-zinc-800 dark:text-white' : isCompleted ? 'text-zinc-500 dark:text-zinc-400' : 'text-zinc-400 dark:text-zinc-600'
}`}>
{step}
</span>
</button>
{/* Connector */}
{i < PIPELINE_STEPS.length - 1 && (
<div className="flex-1 h-0.5 mx-1 mb-4 rounded-full transition-all" style={{
backgroundColor: i < effectivePipelineIdx ? PIPELINE_COLORS[i].fill : '#E4E4E7',
}} />
)}
</React.Fragment>
);
})}
</div>
{/* Edge status pills */}
<div className="flex flex-wrap gap-2 items-center">
<span className="text-[9px] font-bold uppercase tracking-widest text-zinc-400">Exceptions</span>
{Object.entries(EDGE_STATUSES).map(([label, cfg]) => {
const Icon = cfg.icon;
const isActive = currentStatus === label;
return (
<button
key={label}
onClick={() => onStatusChange(label)}
className={`flex items-center gap-1 px-2.5 py-1 rounded-full text-[10px] font-bold uppercase tracking-wide transition-all border ${
isActive
? 'text-white border-transparent scale-105'
: 'bg-transparent border-zinc-200 dark:border-zinc-700 text-zinc-500 dark:text-zinc-400 hover:border-zinc-400 dark:hover:border-zinc-500'
}`}
style={isActive ? { backgroundColor: cfg.color, borderColor: cfg.color } : {}}
title={`Mark as ${label}`}
>
<Icon size={10} /> {label}
</button>
);
})}
</div>
</div>
);
} }
// ---------------------------------------------------------------------------
// Section table component
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
function LineItemTable({ title, items, accentClass }) { function LineItemTable({ title, items, accentClass }) {
const subtotal = items.reduce((s, i) => s + i.clientPrice, 0); const subtotal = items.reduce((s, i) => s + i.clientPrice, 0);
@@ -97,19 +166,22 @@ function LineItemTable({ title, items, accentClass }) {
<span>Description</span> <span>Description</span>
<span className="text-right">Qty</span> <span className="text-right">Qty</span>
<span className="text-right">UOM</span> <span className="text-right">UOM</span>
<span className="text-right">Unit</span> <span className="text-right">Unit Price</span>
<span className="text-right">Client Price</span> <span className="text-right">Total</span>
</div> </div>
<div className="divide-y divide-zinc-100 dark:divide-white/[0.04]"> <div className="divide-y divide-zinc-100 dark:divide-white/[0.04]">
{items.map((item, i) => ( {items.map((item, i) => {
const unitPrice = item.clientPrice / item.qty;
return (
<div key={i} className="flex flex-col sm:grid sm:grid-cols-[1fr_50px_60px_90px_90px] gap-0 px-3 py-2 text-xs hover:bg-zinc-50 dark:hover:bg-white/[0.02] transition-colors"> <div key={i} className="flex flex-col sm:grid sm:grid-cols-[1fr_50px_60px_90px_90px] gap-0 px-3 py-2 text-xs hover:bg-zinc-50 dark:hover:bg-white/[0.02] transition-colors">
<span className="text-zinc-700 dark:text-zinc-200 font-medium">{item.desc}</span> <span className="text-zinc-700 dark:text-zinc-200 font-medium">{item.desc}</span>
<span className="text-right text-zinc-500 dark:text-zinc-400">{item.qty}</span> <span className="text-right text-zinc-500 dark:text-zinc-400">{item.qty}</span>
<span className="text-right text-zinc-400">{item.uom}</span> <span className="text-right text-zinc-400">{item.uom}</span>
<span className="text-right text-zinc-500 dark:text-zinc-400">${item.unitCost.toFixed(2)}</span> <span className="text-right text-zinc-500 dark:text-zinc-400">${unitPrice.toFixed(2)}</span>
<span className="text-right font-semibold text-zinc-800 dark:text-zinc-100">${item.clientPrice.toLocaleString('en-US', { minimumFractionDigits: 2 })}</span> <span className="text-right font-semibold text-zinc-800 dark:text-zinc-100">${item.clientPrice.toLocaleString('en-US', { minimumFractionDigits: 2 })}</span>
</div> </div>
))} );
})}
</div> </div>
<div className="flex justify-end px-3 py-2 bg-zinc-50 dark:bg-zinc-800/30 border-t border-zinc-100 dark:border-white/[0.06]"> <div className="flex justify-end px-3 py-2 bg-zinc-50 dark:bg-zinc-800/30 border-t border-zinc-100 dark:border-white/[0.06]">
<span className="text-xs font-bold text-zinc-700 dark:text-zinc-200"> <span className="text-xs font-bold text-zinc-700 dark:text-zinc-200">
@@ -128,9 +200,10 @@ function LineItemTable({ title, items, accentClass }) {
export default function EstimateDetailModal({ isOpen, onClose, estimate }) { export default function EstimateDetailModal({ isOpen, onClose, estimate }) {
const navigate = useNavigate(); const navigate = useNavigate();
const { user } = useAuth(); const { user } = useAuth();
const { templates } = useMockStore(); const { templates, updateEstimate } = useMockStore();
const basePath = user?.role === 'OWNER' ? '/owner' : user?.role === 'ADMIN' ? '/admin' : '/emp/fa'; const basePath = user?.role === 'OWNER' ? '/owner' : user?.role === 'ADMIN' ? '/admin' : '/emp/fa';
const [pdfLoading, setPdfLoading] = useState(false);
const template = useMemo( const template = useMemo(
() => templates.find(t => t.id === estimate?.templateId), () => templates.find(t => t.id === estimate?.templateId),
@@ -184,8 +257,9 @@ export default function EstimateDetailModal({ isOpen, onClose, estimate }) {
<button <button
onClick={() => { onClose(); navigate(`${basePath}/estimate`); }} onClick={() => { onClose(); navigate(`${basePath}/estimate`); }}
className="flex items-center gap-1.5 px-3 py-1.5 rounded-lg bg-blue-600 hover:bg-blue-700 text-white text-xs font-semibold transition-colors" className="flex items-center gap-1.5 px-3 py-1.5 rounded-lg bg-blue-600 hover:bg-blue-700 text-white text-xs font-semibold transition-colors"
title="Open in Estimate Builder"
> >
<Maximize2 size={12} /> Open in Builder <Maximize2 size={12} /> Builder
</button> </button>
<button <button
onClick={onClose} onClick={onClose}
@@ -196,6 +270,60 @@ export default function EstimateDetailModal({ isOpen, onClose, estimate }) {
</div> </div>
</div> </div>
{/* Share & Export bar */}
<div className="shrink-0 flex items-center gap-2 px-5 py-2.5 border-b border-zinc-100 dark:border-white/[0.07] bg-zinc-50 dark:bg-zinc-800/40 flex-wrap">
<span className="text-[10px] font-bold uppercase tracking-widest text-zinc-400 mr-1">Share</span>
{/* WhatsApp */}
<button
onClick={() => openWhatsApp(formatWhatsAppMessage(estimate, template, materials, labor))}
className="flex items-center gap-1.5 px-3 py-1.5 rounded-lg text-xs font-semibold transition-colors text-white"
style={{ background: '#25D366' }}
title="Send via WhatsApp"
>
<MessageCircle size={12} /> WhatsApp
</button>
{/* iMessage */}
<button
onClick={() => openIMessage(formatWhatsAppMessage(estimate, template, materials, labor))}
className="flex items-center gap-1.5 px-3 py-1.5 rounded-lg text-xs font-semibold transition-colors text-white bg-[#34C759] hover:bg-[#2db34a]"
title="Send via iMessage / SMS"
>
<MessageCircle size={12} /> iMessage
</button>
{/* Email */}
<button
onClick={() => openEmail(estimate, formatWhatsAppMessage(estimate, template, materials, labor))}
className="flex items-center gap-1.5 px-3 py-1.5 rounded-lg text-xs font-semibold transition-colors text-white bg-indigo-600 hover:bg-indigo-700"
title="Send via Email"
>
<Mail size={12} /> Email
</button>
{/* PDF */}
<button
onClick={async () => {
setPdfLoading(true);
try { await generateEstimatePDF(estimate, template, materials, labor); }
finally { setPdfLoading(false); }
}}
disabled={pdfLoading}
className="flex items-center gap-1.5 px-3 py-1.5 rounded-lg text-xs font-semibold transition-colors text-white bg-rose-600 hover:bg-rose-700 disabled:opacity-60"
title="Download PDF"
>
{pdfLoading ? <Loader2 size={12} className="animate-spin" /> : <Download size={12} />}
{pdfLoading ? 'Generating…' : 'Download PDF'}
</button>
</div>
{/* Status tracker */}
<EstimateStatusTracker
currentStatus={estimate.status}
onStatusChange={(newStatus) => updateEstimate(estimate.id, { status: newStatus })}
/>
{/* Scrollable body */} {/* Scrollable body */}
<div className="flex-1 overflow-y-auto custom-scrollbar"> <div className="flex-1 overflow-y-auto custom-scrollbar">
<div className="p-5 space-y-5"> <div className="p-5 space-y-5">
@@ -270,7 +398,7 @@ export default function EstimateDetailModal({ isOpen, onClose, estimate }) {
{/* Footer — financial summary */} {/* Footer — financial summary */}
{(materials.length > 0 || labor.length > 0) && ( {(materials.length > 0 || labor.length > 0) && (
<div className="shrink-0 border-t border-zinc-100 dark:border-white/[0.07] px-5 py-4 bg-white dark:bg-zinc-900"> <div className="shrink-0 border-t border-zinc-100 dark:border-white/[0.07] pl-5 pr-20 py-4 bg-white dark:bg-zinc-900">
<div className="flex flex-col gap-1.5"> <div className="flex flex-col gap-1.5">
<div className="flex justify-between text-xs text-zinc-500 dark:text-zinc-400"> <div className="flex justify-between text-xs text-zinc-500 dark:text-zinc-400">
<span>Materials subtotal</span> <span>Materials subtotal</span>
@@ -282,7 +410,7 @@ export default function EstimateDetailModal({ isOpen, onClose, estimate }) {
</div> </div>
<div className="flex justify-between text-sm font-bold text-zinc-900 dark:text-white pt-1.5 border-t border-zinc-100 dark:border-white/[0.07]"> <div className="flex justify-between text-sm font-bold text-zinc-900 dark:text-white pt-1.5 border-t border-zinc-100 dark:border-white/[0.07]">
<span>Total (Client Price)</span> <span>Total (Client Price)</span>
<span>${grandTotal.toLocaleString('en-US', { minimumFractionDigits: 2 })}</span> <span className="text-emerald-600 dark:text-emerald-400">${grandTotal.toLocaleString('en-US', { minimumFractionDigits: 2 })}</span>
</div> </div>
{estimate.total !== grandTotal && ( {estimate.total !== grandTotal && (
<p className="text-[10px] text-zinc-400 dark:text-zinc-600 mt-0.5"> <p className="text-[10px] text-zinc-400 dark:text-zinc-600 mt-0.5">
+111 -30
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@@ -7,31 +7,26 @@ import { useAuth, ROLES } from '../context/AuthContext';
import { useMockStore } from '../data/mockStore'; import { useMockStore } from '../data/mockStore';
import { import {
Plus, Search, FileText, Layers, Calendar, DollarSign, Plus, Search, FileText, Layers, Calendar, DollarSign,
User, CheckCircle, Clock, XCircle, AlertCircle, Send, User, CheckCircle, Clock,
Pencil, Trash2, Copy, ChevronRight, Tag, Package Pencil, Trash2, Copy, ChevronRight, Tag, Package,
ArrowDownUp, ArrowUp, ArrowDown, X as XIcon
} from 'lucide-react'; } from 'lucide-react';
import { toast } from 'sonner'; import { toast } from 'sonner';
import TemplateEditorModal from '../components/estimates/TemplateEditorModal'; import TemplateEditorModal from '../components/estimates/TemplateEditorModal';
import EstimateDetailModal from '../components/estimates/EstimateDetailModal'; import EstimateDetailModal from '../components/estimates/EstimateDetailModal';
import { ALL_STATUS_CONFIG } from '../components/estimates/EstimateDetailModal';
import { computeGrandTotal } from '../utils/estimateExport';
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
// Status config — estimates // Status badge — uses shared ALL_STATUS_CONFIG from EstimateDetailModal
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
const ESTIMATE_STATUS = {
Draft: { label: 'Draft', icon: Clock, bg: 'bg-zinc-100 dark:bg-zinc-700', text: 'text-zinc-600 dark:text-zinc-300' },
Sent: { label: 'Sent', icon: Send, bg: 'bg-blue-100 dark:bg-blue-500/20', text: 'text-blue-700 dark:text-blue-400' },
Approved: { label: 'Approved', icon: CheckCircle, bg: 'bg-emerald-100 dark:bg-emerald-500/20',text: 'text-emerald-700 dark:text-emerald-400' },
Rejected: { label: 'Rejected', icon: XCircle, bg: 'bg-red-100 dark:bg-red-500/20', text: 'text-red-700 dark:text-red-400' },
Expired: { label: 'Expired', icon: AlertCircle, bg: 'bg-amber-100 dark:bg-amber-500/20', text: 'text-amber-700 dark:text-amber-400' },
};
function StatusBadge({ status }) { function StatusBadge({ status }) {
const cfg = ESTIMATE_STATUS[status] ?? ESTIMATE_STATUS.Draft; const cfg = ALL_STATUS_CONFIG[status] ?? ALL_STATUS_CONFIG['Draft'];
const Icon = cfg.icon; const Icon = cfg.icon;
return ( return (
<span className={`inline-flex items-center gap-1 px-2 py-0.5 rounded-full text-[10px] font-bold uppercase tracking-wider ${cfg.bg} ${cfg.text}`}> <span className={`inline-flex items-center gap-1 px-2 py-0.5 rounded-full text-[10px] font-bold uppercase tracking-wider ${cfg.bg} ${cfg.text}`}>
<Icon size={10} /> <Icon size={10} />
{cfg.label} {status}
</span> </span>
); );
} }
@@ -60,7 +55,8 @@ function CategoryBadge({ category }) {
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
// Estimate Card // Estimate Card
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
function EstimateCard({ estimate, index, onClick }) { function EstimateCard({ estimate, computedTotal, index, onClick }) {
const displayTotal = computedTotal ?? estimate.total;
return ( return (
<motion.div <motion.div
initial={{ opacity: 0, y: 12 }} initial={{ opacity: 0, y: 12 }}
@@ -96,7 +92,7 @@ function EstimateCard({ estimate, index, onClick }) {
<div className="flex items-center justify-between"> <div className="flex items-center justify-between">
<span className="text-lg font-bold text-zinc-900 dark:text-white"> <span className="text-lg font-bold text-zinc-900 dark:text-white">
${estimate.total.toLocaleString('en-US', { minimumFractionDigits: 2 })} ${displayTotal.toLocaleString('en-US', { minimumFractionDigits: 2 })}
</span> </span>
<span className="flex items-center gap-1 text-xs text-blue-600 dark:text-blue-400 font-medium opacity-0 group-hover:opacity-100 transition-opacity"> <span className="flex items-center gap-1 text-xs text-blue-600 dark:text-blue-400 font-medium opacity-0 group-hover:opacity-100 transition-opacity">
View <ChevronRight size={13} /> View <ChevronRight size={13} />
@@ -237,6 +233,9 @@ export default function EstimatesPage() {
const [activeTab, setActiveTab] = useState('estimates'); // 'estimates' | 'templates' const [activeTab, setActiveTab] = useState('estimates'); // 'estimates' | 'templates'
const [estimateSearch, setEstimateSearch] = useState(''); const [estimateSearch, setEstimateSearch] = useState('');
const [estimateStatusFilter, setEstimateStatusFilter] = useState('All'); const [estimateStatusFilter, setEstimateStatusFilter] = useState('All');
const [sortBy, setSortBy] = useState('newest'); // 'newest' | 'oldest' | 'status'
const [dateFrom, setDateFrom] = useState('');
const [dateTo, setDateTo] = useState('');
const [templateSearch, setTemplateSearch] = useState(''); const [templateSearch, setTemplateSearch] = useState('');
const [templateCategoryFilter, setTemplateCategoryFilter] = useState('All'); const [templateCategoryFilter, setTemplateCategoryFilter] = useState('All');
@@ -251,17 +250,34 @@ export default function EstimatesPage() {
// Delete confirm // Delete confirm
const [deleteTarget, setDeleteTarget] = useState(null); const [deleteTarget, setDeleteTarget] = useState(null);
// ---- filtered estimates ---- // ---- filtered + sorted estimates ----
const STATUS_SORT_ORDER = ['Draft', 'Sent', 'Waiting Approval', 'Approved', 'Follow Up Required', 'Revision Required', 'Rejected', 'Expired'];
const filteredEstimates = useMemo(() => { const filteredEstimates = useMemo(() => {
return estimates.filter(e => { let result = estimates.filter(e => {
const q = estimateSearch.toLowerCase();
const matchesSearch = const matchesSearch =
e.clientName.toLowerCase().includes(estimateSearch.toLowerCase()) || e.clientName.toLowerCase().includes(q) ||
e.address.toLowerCase().includes(estimateSearch.toLowerCase()) || e.address.toLowerCase().includes(q) ||
(e.templateName || '').toLowerCase().includes(estimateSearch.toLowerCase()); (e.templateName || '').toLowerCase().includes(q);
const matchesStatus = estimateStatusFilter === 'All' || e.status === estimateStatusFilter; const matchesStatus = estimateStatusFilter === 'All' || e.status === estimateStatusFilter;
return matchesSearch && matchesStatus; const matchesFrom = !dateFrom || e.date >= dateFrom;
const matchesTo = !dateTo || e.date <= dateTo;
return matchesSearch && matchesStatus && matchesFrom && matchesTo;
}); });
}, [estimates, estimateSearch, estimateStatusFilter]);
if (sortBy === 'newest') {
result = [...result].sort((a, b) => b.date.localeCompare(a.date));
} else if (sortBy === 'oldest') {
result = [...result].sort((a, b) => a.date.localeCompare(b.date));
} else if (sortBy === 'status') {
result = [...result].sort((a, b) =>
STATUS_SORT_ORDER.indexOf(a.status) - STATUS_SORT_ORDER.indexOf(b.status)
);
}
return result;
}, [estimates, estimateSearch, estimateStatusFilter, sortBy, dateFrom, dateTo]);
// ---- filtered templates ---- // ---- filtered templates ----
const filteredTemplates = useMemo(() => { const filteredTemplates = useMemo(() => {
@@ -306,21 +322,33 @@ export default function EstimatesPage() {
} }
}; };
// ---- computed totals map (same formula as detail modal) ----
const computedTotals = useMemo(() => {
const map = {};
estimates.forEach(est => {
const tpl = templates.find(t => t.id === est.templateId);
map[est.id] = tpl && est.roofArea ? computeGrandTotal(tpl, est.roofArea) : est.total;
});
return map;
}, [estimates, templates]);
// ---- stats ---- // ---- stats ----
const stats = useMemo(() => { const stats = useMemo(() => {
const total = estimates.length; const total = estimates.length;
const approved = estimates.filter(e => e.status === 'Approved').length; const approved = estimates.filter(e => e.status === 'Approved').length;
const totalValue = estimates.filter(e => e.status === 'Approved').reduce((s, e) => s + e.total, 0); const totalValue = estimates
.filter(e => e.status === 'Approved')
.reduce((s, e) => s + (computedTotals[e.id] ?? e.total), 0);
const pending = estimates.filter(e => e.status === 'Sent' || e.status === 'Draft').length; const pending = estimates.filter(e => e.status === 'Sent' || e.status === 'Draft').length;
return { total, approved, totalValue, pending }; return { total, approved, totalValue, pending };
}, [estimates]); }, [estimates, computedTotals]);
const TABS = [ const TABS = [
{ key: 'estimates', label: 'Estimates', count: estimates.length }, { key: 'estimates', label: 'Estimates', count: estimates.length },
{ key: 'templates', label: 'Templates', count: templates.length }, { key: 'templates', label: 'Templates', count: templates.length },
]; ];
const ESTIMATE_STATUSES = ['All', 'Draft', 'Sent', 'Approved', 'Rejected', 'Expired']; const ESTIMATE_STATUSES = ['All', 'Draft', 'Sent', 'Waiting Approval', 'Approved', 'Follow Up Required', 'Revision Required', 'Rejected', 'Expired'];
const TEMPLATE_CATEGORIES_FILTER = ['All', 'Roofing', 'Siding', 'Gutters', 'Windows', 'Insulation', 'Other']; const TEMPLATE_CATEGORIES_FILTER = ['All', 'Roofing', 'Siding', 'Gutters', 'Windows', 'Insulation', 'Other'];
return ( return (
@@ -400,8 +428,8 @@ export default function EstimatesPage() {
<AnimatePresence mode="wait"> <AnimatePresence mode="wait">
{activeTab === 'estimates' && ( {activeTab === 'estimates' && (
<motion.div key="estimates" initial={{ opacity: 0 }} animate={{ opacity: 1 }} exit={{ opacity: 0 }} transition={{ duration: 0.15 }}> <motion.div key="estimates" initial={{ opacity: 0 }} animate={{ opacity: 1 }} exit={{ opacity: 0 }} transition={{ duration: 0.15 }}>
{/* Filters */} {/* Filters row 1: Search + Sort */}
<div className="flex flex-col sm:flex-row gap-3 mb-5"> <div className="flex flex-col sm:flex-row gap-3 mb-3">
<div className="relative flex-1"> <div className="relative flex-1">
<Search size={14} className="absolute left-3 top-1/2 -translate-y-1/2 text-zinc-400 pointer-events-none" /> <Search size={14} className="absolute left-3 top-1/2 -translate-y-1/2 text-zinc-400 pointer-events-none" />
<input <input
@@ -411,12 +439,38 @@ export default function EstimatesPage() {
className="w-full pl-9 pr-4 py-2.5 rounded-xl border border-zinc-200 dark:border-zinc-700 bg-white dark:bg-zinc-900 text-zinc-900 dark:text-zinc-100 text-sm outline-none focus:ring-2 focus:ring-blue-500/30 focus:border-blue-500 transition-shadow" className="w-full pl-9 pr-4 py-2.5 rounded-xl border border-zinc-200 dark:border-zinc-700 bg-white dark:bg-zinc-900 text-zinc-900 dark:text-zinc-100 text-sm outline-none focus:ring-2 focus:ring-blue-500/30 focus:border-blue-500 transition-shadow"
/> />
</div> </div>
<div className="flex gap-1.5 flex-wrap"> {/* Sort control */}
<div className="flex items-center gap-1 bg-white dark:bg-zinc-900 border border-zinc-200 dark:border-zinc-700 rounded-xl p-1 shrink-0">
{[
{ key: 'newest', icon: ArrowDown, label: 'Newest' },
{ key: 'oldest', icon: ArrowUp, label: 'Oldest' },
{ key: 'status', icon: ArrowDownUp, label: 'Status' },
].map(({ key, icon: Icon, label }) => (
<button
key={key}
onClick={() => setSortBy(key)}
title={`Sort by ${label}`}
className={`flex items-center gap-1.5 px-3 py-1.5 rounded-lg text-xs font-semibold transition-colors ${
sortBy === key
? 'bg-blue-600 text-white'
: 'text-zinc-500 dark:text-zinc-400 hover:text-zinc-700 dark:hover:text-zinc-200'
}`}
>
<Icon size={12} />
<span className="hidden sm:inline">{label}</span>
</button>
))}
</div>
</div>
{/* Filters row 2: Status chips + Date range */}
<div className="flex flex-col sm:flex-row gap-3 mb-5">
<div className="flex gap-1.5 flex-wrap flex-1">
{ESTIMATE_STATUSES.map(s => ( {ESTIMATE_STATUSES.map(s => (
<button <button
key={s} key={s}
onClick={() => setEstimateStatusFilter(s)} onClick={() => setEstimateStatusFilter(s)}
className={`px-3 py-2 rounded-xl text-xs font-semibold transition-colors ${ className={`px-3 py-1.5 rounded-xl text-xs font-semibold transition-colors ${
estimateStatusFilter === s estimateStatusFilter === s
? 'bg-blue-600 text-white' ? 'bg-blue-600 text-white'
: 'bg-white dark:bg-zinc-900 border border-zinc-200 dark:border-zinc-700 text-zinc-500 dark:text-zinc-400 hover:border-zinc-300 dark:hover:border-zinc-600' : 'bg-white dark:bg-zinc-900 border border-zinc-200 dark:border-zinc-700 text-zinc-500 dark:text-zinc-400 hover:border-zinc-300 dark:hover:border-zinc-600'
@@ -426,6 +480,33 @@ export default function EstimatesPage() {
</button> </button>
))} ))}
</div> </div>
{/* Date range */}
<div className="flex items-center gap-2 shrink-0">
<input
type="date"
value={dateFrom}
onChange={e => setDateFrom(e.target.value)}
title="From date"
className="px-3 py-1.5 rounded-xl border border-zinc-200 dark:border-zinc-700 bg-white dark:bg-zinc-900 text-zinc-700 dark:text-zinc-300 text-xs outline-none focus:ring-2 focus:ring-blue-500/30 focus:border-blue-500 transition-shadow"
/>
<span className="text-xs text-zinc-400"></span>
<input
type="date"
value={dateTo}
onChange={e => setDateTo(e.target.value)}
title="To date"
className="px-3 py-1.5 rounded-xl border border-zinc-200 dark:border-zinc-700 bg-white dark:bg-zinc-900 text-zinc-700 dark:text-zinc-300 text-xs outline-none focus:ring-2 focus:ring-blue-500/30 focus:border-blue-500 transition-shadow"
/>
{(dateFrom || dateTo) && (
<button
onClick={() => { setDateFrom(''); setDateTo(''); }}
title="Clear date range"
className="p-1.5 rounded-lg text-zinc-400 hover:text-zinc-600 dark:hover:text-zinc-200 hover:bg-zinc-100 dark:hover:bg-zinc-800 transition-colors"
>
<XIcon size={13} />
</button>
)}
</div>
</div> </div>
{filteredEstimates.length === 0 ? ( {filteredEstimates.length === 0 ? (
@@ -437,7 +518,7 @@ export default function EstimatesPage() {
) : ( ) : (
<div className="grid grid-cols-1 md:grid-cols-2 xl:grid-cols-3 gap-4"> <div className="grid grid-cols-1 md:grid-cols-2 xl:grid-cols-3 gap-4">
{filteredEstimates.map((est, i) => ( {filteredEstimates.map((est, i) => (
<EstimateCard key={est.id} estimate={est} index={i} onClick={() => setDetailEstimate(est)} /> <EstimateCard key={est.id} estimate={est} computedTotal={computedTotals[est.id]} index={i} onClick={() => setDetailEstimate(est)} />
))} ))}
</div> </div>
)} )}
+549
View File
@@ -0,0 +1,549 @@
/**
* estimateExport.js
* Utilities for exporting estimates via WhatsApp and PDF.
*/
// ---------------------------------------------------------------------------
// Line item computation — single source of truth for all estimate totals
// Mirrors EstimateBuilder's handleMeasurementsNext logic.
// ---------------------------------------------------------------------------
export function computeLineItems(template, roofArea) {
if (!template || !roofArea) return { materials: [], labor: [] };
const waste = 1.05;
const margin = 1.428; // ~30% margin
const ridgesLF = Math.round(roofArea * 1.6);
const eavesLF = Math.round(roofArea * 4.2);
const materials = template.materials.map(mat => {
let qty;
if (mat.uom === 'SQ') {
qty = Math.ceil(roofArea * waste);
} else if (mat.uom === 'BD') {
const isRidge = /ridge|hip/i.test(mat.desc);
qty = isRidge
? Math.max(1, Math.ceil((ridgesLF * waste) / 30))
: Math.max(1, Math.ceil((eavesLF * waste) / 100));
} else if (mat.uom === 'RL') {
const isIce = /ice|water/i.test(mat.desc);
qty = isIce
? Math.max(1, Math.ceil((eavesLF * waste) / 65))
: Math.max(1, Math.ceil((roofArea * waste) / 10));
} else if (mat.uom === 'LF') {
qty = Math.ceil(eavesLF * waste);
} else if (mat.uom === 'BX') {
qty = Math.max(1, Math.ceil(roofArea / 20));
} else if (mat.uom === 'EA') {
qty = 2;
} else {
qty = 1;
}
const clientPrice = Math.round(qty * mat.baseUnitCost * margin * 100) / 100;
return { desc: mat.desc, qty, uom: mat.uom, unitCost: mat.baseUnitCost, clientPrice };
});
const laborQty = Math.ceil(roofArea * waste);
const laborUnitCost = 80.00;
const labor = [{
desc: `Tear Off & Install — ${template.name}`,
qty: laborQty,
uom: 'SQ',
unitCost: laborUnitCost,
clientPrice: Math.round(laborQty * laborUnitCost * margin * 100) / 100,
}];
return { materials, labor };
}
export function computeGrandTotal(template, roofArea) {
const { materials, labor } = computeLineItems(template, roofArea);
return (
materials.reduce((s, m) => s + m.clientPrice, 0) +
labor.reduce((s, l) => s + l.clientPrice, 0)
);
}
// ---------------------------------------------------------------------------
// WhatsApp — detailed text message
// ---------------------------------------------------------------------------
export function formatWhatsAppMessage(estimate, template, materials, labor) {
const fmt = (n) =>
`$${Number(n).toLocaleString('en-US', { minimumFractionDigits: 2 })}`;
const divider = '━━━━━━━━━━━━━━━━━━━━━━';
const lines = [];
// Header
lines.push(`*ESTIMATE — LynkedUpPro Roofing*`);
lines.push(divider);
lines.push('');
lines.push(`*Client:* ${estimate.clientName}`);
lines.push(`*Address:* ${estimate.address}`);
lines.push(`*Date:* ${estimate.date}`);
lines.push(`*Status:* ${estimate.status}`);
if (estimate.templateName) lines.push(`*Template:* ${estimate.templateName}`);
if (estimate.roofArea) lines.push(`*Roof Area:* ${estimate.roofArea} SQ`);
if (estimate.estimatedBy) lines.push(`*Estimated By:* ${estimate.estimatedBy}`);
// Notes
if (estimate.notes) {
lines.push('');
lines.push(`_Note: ${estimate.notes}_`);
}
// Scope of work
if (template?.description?.length) {
lines.push('');
lines.push(divider);
lines.push('*SCOPE OF WORK*');
lines.push(divider);
template.description.forEach((line) => {
lines.push(`${line}`);
});
}
// Materials
if (materials.length) {
lines.push('');
lines.push(divider);
lines.push('*MATERIALS*');
lines.push(divider);
materials.forEach((m) => {
const unitPrice = m.clientPrice / m.qty;
lines.push(`${m.desc}${m.qty} ${m.uom} @ ${fmt(unitPrice)} = *${fmt(m.clientPrice)}*`);
});
const matTotal = materials.reduce((s, m) => s + m.clientPrice, 0);
lines.push(` _Subtotal: ${fmt(matTotal)}_`);
}
// Labor
if (labor.length) {
lines.push('');
lines.push(divider);
lines.push('*LABOR*');
lines.push(divider);
labor.forEach((l) => {
const unitPrice = l.clientPrice / l.qty;
lines.push(`${l.desc}${l.qty} ${l.uom} @ ${fmt(unitPrice)} = *${fmt(l.clientPrice)}*`);
});
const laborTotal = labor.reduce((s, l) => s + l.clientPrice, 0);
lines.push(` _Subtotal: ${fmt(laborTotal)}_`);
}
// Financial summary
const matTotal = materials.reduce((s, m) => s + m.clientPrice, 0);
const laborTotal = labor.reduce((s, l) => s + l.clientPrice, 0);
const grandTotal = matTotal + laborTotal;
lines.push('');
lines.push(divider);
lines.push('*FINANCIAL SUMMARY*');
lines.push(divider);
if (materials.length) lines.push(`Materials: ${fmt(matTotal)}`);
if (labor.length) lines.push(`Labor: ${fmt(laborTotal)}`);
lines.push(`*TOTAL: ${fmt(grandTotal)}*`);
// Footer
lines.push('');
lines.push(divider);
lines.push('_This estimate is valid for 30 days from the date above._');
lines.push('_LynkedUpPro Roofing | Plano, TX | lynkeduppro.com_');
return lines.join('\n');
}
export function openWhatsApp(message) {
const url = `https://wa.me/?text=${encodeURIComponent(message)}`;
window.open(url, '_blank', 'noopener,noreferrer');
}
export function openIMessage(message) {
// sms: scheme opens Messages on iOS/macOS; body pre-fills the message
window.open(`sms:?&body=${encodeURIComponent(message)}`, '_blank', 'noopener,noreferrer');
}
export function openEmail(estimate, message) {
const subject = `Estimate for ${estimate.clientName}${estimate.date}`;
const url = `mailto:?subject=${encodeURIComponent(subject)}&body=${encodeURIComponent(message)}`;
window.open(url, '_blank', 'noopener,noreferrer');
}
// ---------------------------------------------------------------------------
// PDF — light-mode, color-coded
// ---------------------------------------------------------------------------
// Color palette
const C = {
// Blues — header + materials
blueDark: [30, 58, 138], // #1E3A8A
blue: [59, 130, 246], // #3B82F6
blueLight: [239, 246, 255], // #EFF6FF
blueMid: [219, 234, 254], // #DBEAFE
// Purples — labor
purpleDark: [88, 28, 135], // #581C87
purple: [139, 92, 246], // #8B5CF6
purpleLight:[250, 245, 255], // #FAF5FF
purpleMid: [237, 233, 254], // #EDE9FE
// Greens — totals
greenDark: [5, 150, 105], // #059669
greenLight: [236, 253, 245], // #ECFDF5
// Neutrals
zinc900: [24, 24, 27], // text
zinc700: [63, 63, 70],
zinc500: [113, 113, 122],
zinc400: [161, 161, 170],
zinc200: [228, 228, 231],
zinc100: [244, 244, 245],
white: [255, 255, 255],
// Amber — notes
amberLight: [255, 251, 235], // #FFFBEB
amberBorder:[251, 191, 36], // #FBBf24
amber800: [146, 64, 14], // #92400E
};
function rgb(arr) { return { r: arr[0], g: arr[1], b: arr[2] }; }
function setFill(doc, arr) { doc.setFillColor(...arr); }
function setDraw(doc, arr) { doc.setDrawColor(...arr); }
function setTextColor(doc, arr) { doc.setTextColor(...arr); }
// ---------------------------------------------------------------------------
export async function generateEstimatePDF(estimate, template, materials, labor) {
// Dynamic import so jsPDF doesn't bloat the initial bundle
const { default: jsPDF } = await import('jspdf');
const { default: autoTable } = await import('jspdf-autotable');
const doc = new jsPDF({ orientation: 'portrait', unit: 'mm', format: 'a4' });
const PW = 210; // page width
const PH = 297; // page height
const ML = 15; // margin left
const MR = 15; // margin right
const CW = PW - ML - MR; // content width
let y = 0;
// ---- HEADER BAR -------------------------------------------------------
setFill(doc, C.blueDark);
doc.rect(0, 0, PW, 42, 'F');
// Company name
doc.setFont('helvetica', 'bold');
doc.setFontSize(20);
setTextColor(doc, C.white);
doc.text('LynkedUpPro Roofing', ML, 14);
// Tagline
doc.setFont('helvetica', 'normal');
doc.setFontSize(8);
doc.setTextColor(180, 200, 255);
doc.text('Professional Roofing Estimates | Plano, TX', ML, 20);
// ESTIMATE label (right side)
doc.setFont('helvetica', 'bold');
doc.setFontSize(26);
setTextColor(doc, C.white);
doc.text('ESTIMATE', PW - MR, 16, { align: 'right' });
// Estimate meta — right aligned
doc.setFont('helvetica', 'normal');
doc.setFontSize(8);
doc.setTextColor(200, 220, 255);
doc.text(`Date: ${estimate.date}`, PW - MR, 23, { align: 'right' });
doc.text(`ID: ${estimate.id}`, PW - MR, 28, { align: 'right' });
doc.text(`Status: ${estimate.status}`, PW - MR, 33, { align: 'right' });
// Status dot
const statusColors = {
Approved: C.greenDark,
Sent: C.blue,
Draft: C.zinc500,
Rejected: [220, 38, 38],
Expired: [217, 119, 6],
};
setFill(doc, statusColors[estimate.status] ?? C.zinc500);
doc.circle(PW - MR - doc.getTextWidth(`Status: ${estimate.status}`) - 3, 32.2, 1.5, 'F');
y = 50;
// ---- CLIENT INFO CARD -------------------------------------------------
setFill(doc, C.blueLight);
setDraw(doc, C.blueMid);
doc.setLineWidth(0.3);
doc.roundedRect(ML, y, CW, 28, 3, 3, 'FD');
// Blue left accent bar
setFill(doc, C.blue);
doc.roundedRect(ML, y, 2.5, 28, 1, 1, 'F');
doc.setFont('helvetica', 'bold');
doc.setFontSize(7.5);
setTextColor(doc, C.blue);
doc.text('CLIENT INFORMATION', ML + 6, y + 6);
doc.setFont('helvetica', 'bold');
doc.setFontSize(13);
setTextColor(doc, C.zinc900);
doc.text(estimate.clientName, ML + 6, y + 13);
doc.setFont('helvetica', 'normal');
doc.setFontSize(9);
setTextColor(doc, C.zinc500);
doc.text(estimate.address, ML + 6, y + 19.5);
const metaItems = [
estimate.estimatedBy && `Estimated by: ${estimate.estimatedBy}`,
estimate.roofArea && `Roof area: ${estimate.roofArea} SQ`,
estimate.templateName && `Template: ${estimate.templateName}`,
].filter(Boolean);
doc.setFontSize(8);
setTextColor(doc, C.zinc400);
doc.text(metaItems.join(' · '), ML + 6, y + 25);
y += 35;
// ---- NOTES ------------------------------------------------------------
if (estimate.notes) {
setFill(doc, C.amberLight);
setDraw(doc, C.amberBorder);
doc.setLineWidth(0.3);
const noteLines = doc.splitTextToSize(`Note: ${estimate.notes}`, CW - 12);
const noteH = noteLines.length * 5 + 8;
doc.roundedRect(ML, y, CW, noteH, 2, 2, 'FD');
doc.setFont('helvetica', 'italic');
doc.setFontSize(8);
setTextColor(doc, C.amber800);
doc.text(noteLines, ML + 5, y + 6);
y += noteH + 6;
}
// ---- SCOPE OF WORK ----------------------------------------------------
if (template?.description?.length) {
// Section heading
doc.setFont('helvetica', 'bold');
doc.setFontSize(9);
setTextColor(doc, C.blueDark);
doc.text('SCOPE OF WORK', ML, y + 5);
setFill(doc, C.blue);
doc.rect(ML, y + 7, CW, 0.6, 'F');
y += 12;
template.description.forEach((line) => {
const wrapped = doc.splitTextToSize(line, CW - 8);
// Bullet dot
setFill(doc, C.blue);
doc.circle(ML + 2, y + 1.5, 1, 'F');
doc.setFont('helvetica', 'normal');
doc.setFontSize(8.5);
setTextColor(doc, C.zinc700);
doc.text(wrapped, ML + 6, y + 3);
y += wrapped.length * 5 + 2;
});
y += 4;
}
// ---- MATERIALS TABLE --------------------------------------------------
if (materials.length) {
doc.setFont('helvetica', 'bold');
doc.setFontSize(9);
setTextColor(doc, C.blueDark);
doc.text('MATERIALS', ML, y + 5);
setFill(doc, C.blue);
doc.rect(ML, y + 7, CW, 0.6, 'F');
y += 10;
autoTable(doc, {
startY: y,
margin: { left: ML, right: MR },
head: [['Description', 'Qty', 'UOM', 'Unit Price', 'Total']],
body: materials.map(m => [
m.desc,
m.qty,
m.uom,
`$${(m.clientPrice / m.qty).toFixed(2)}`,
`$${m.clientPrice.toLocaleString('en-US', { minimumFractionDigits: 2 })}`
]),
foot: [[
{ content: 'Materials Subtotal', colSpan: 4, styles: { halign: 'right', fontStyle: 'bold' } },
{
content: `$${materials.reduce((s, m) => s + m.clientPrice, 0).toLocaleString('en-US', { minimumFractionDigits: 2 })}`,
styles: { fontStyle: 'bold' }
}
]],
headStyles: {
fillColor: C.blue,
textColor: C.white,
fontStyle: 'bold',
fontSize: 8,
},
footStyles: {
fillColor: C.blueMid,
textColor: C.blueDark,
fontSize: 8.5,
},
bodyStyles: { fontSize: 8, textColor: C.zinc700 },
alternateRowStyles: { fillColor: C.blueLight },
columnStyles: {
0: { cellWidth: 'auto' },
1: { halign: 'right', cellWidth: 18 },
2: { halign: 'center', cellWidth: 18 },
3: { halign: 'right', cellWidth: 25 },
4: { halign: 'right', cellWidth: 32 },
},
showFoot: 'lastPage',
tableLineColor: C.blueMid,
tableLineWidth: 0.2,
});
y = doc.lastAutoTable.finalY + 8;
}
// ---- LABOR TABLE ------------------------------------------------------
if (labor.length) {
// Page break check
if (y > PH - 60) { doc.addPage(); y = 20; }
doc.setFont('helvetica', 'bold');
doc.setFontSize(9);
setTextColor(doc, C.purpleDark);
doc.text('LABOR', ML, y + 5);
setFill(doc, C.purple);
doc.rect(ML, y + 7, CW, 0.6, 'F');
y += 10;
autoTable(doc, {
startY: y,
margin: { left: ML, right: MR },
head: [['Description', 'Qty', 'UOM', 'Unit Price', 'Total']],
body: labor.map(l => [
l.desc,
l.qty,
l.uom,
`$${(l.clientPrice / l.qty).toFixed(2)}`,
`$${l.clientPrice.toLocaleString('en-US', { minimumFractionDigits: 2 })}`
]),
foot: [[
{ content: 'Labor Subtotal', colSpan: 4, styles: { halign: 'right', fontStyle: 'bold' } },
{
content: `$${labor.reduce((s, l) => s + l.clientPrice, 0).toLocaleString('en-US', { minimumFractionDigits: 2 })}`,
styles: { fontStyle: 'bold' }
}
]],
headStyles: {
fillColor: C.purple,
textColor: C.white,
fontStyle: 'bold',
fontSize: 8,
},
footStyles: {
fillColor: C.purpleMid,
textColor: C.purpleDark,
fontSize: 8.5,
},
bodyStyles: { fontSize: 8, textColor: C.zinc700 },
alternateRowStyles: { fillColor: C.purpleLight },
columnStyles: {
0: { cellWidth: 'auto' },
1: { halign: 'right', cellWidth: 18 },
2: { halign: 'center', cellWidth: 18 },
3: { halign: 'right', cellWidth: 25 },
4: { halign: 'right', cellWidth: 32 },
},
showFoot: 'lastPage',
tableLineColor: C.purpleMid,
tableLineWidth: 0.2,
});
y = doc.lastAutoTable.finalY + 8;
}
// ---- FINANCIAL SUMMARY ------------------------------------------------
if (y > PH - 55) { doc.addPage(); y = 20; }
const matTotal = materials.reduce((s, m) => s + m.clientPrice, 0);
const laborTotal = labor.reduce((s, l) => s + l.clientPrice, 0);
const grandTotal = matTotal + laborTotal;
const summaryX = PW - MR - 85;
const summaryW = 85;
let sy = y;
// Section label
doc.setFont('helvetica', 'bold');
doc.setFontSize(9);
setTextColor(doc, C.zinc900);
doc.text('FINANCIAL SUMMARY', ML, sy + 5);
setFill(doc, C.zinc200);
doc.rect(ML, sy + 7, CW, 0.4, 'F');
sy += 12;
// Summary box
setFill(doc, C.zinc100);
setDraw(doc, C.zinc200);
doc.setLineWidth(0.3);
doc.roundedRect(summaryX, sy, summaryW, 36, 2, 2, 'FD');
const rowH = 8;
const rows = [
materials.length ? ['Materials', matTotal] : null,
labor.length ? ['Labor', laborTotal] : null,
].filter(Boolean);
rows.forEach(([label, val], i) => {
doc.setFont('helvetica', 'normal');
doc.setFontSize(8.5);
setTextColor(doc, C.zinc500);
doc.text(label, summaryX + 5, sy + 8 + i * rowH);
setTextColor(doc, C.zinc700);
doc.text(`$${val.toLocaleString('en-US', { minimumFractionDigits: 2 })}`, summaryX + summaryW - 5, sy + 8 + i * rowH, { align: 'right' });
});
// Divider
const divY = sy + rows.length * rowH + 4;
setDraw(doc, C.zinc200);
doc.setLineWidth(0.4);
doc.line(summaryX + 4, divY, summaryX + summaryW - 4, divY);
// Grand total row
setFill(doc, C.greenLight);
doc.roundedRect(summaryX, divY + 1, summaryW, 12, 0, 0, 'F');
doc.setFont('helvetica', 'bold');
doc.setFontSize(10);
setTextColor(doc, C.greenDark);
doc.text('TOTAL', summaryX + 5, divY + 9);
doc.text(`$${grandTotal.toLocaleString('en-US', { minimumFractionDigits: 2 })}`, summaryX + summaryW - 5, divY + 9, { align: 'right' });
y = Math.max(y + 55, divY + 25);
// ---- FOOTER -----------------------------------------------------------
const footerY = PH - 18;
setFill(doc, C.zinc100);
doc.rect(0, footerY - 2, PW, 20, 'F');
setDraw(doc, C.zinc200);
doc.setLineWidth(0.3);
doc.line(0, footerY - 2, PW, footerY - 2);
doc.setFont('helvetica', 'normal');
doc.setFontSize(7.5);
setTextColor(doc, C.zinc500);
doc.text('LynkedUpPro Roofing | Plano, TX | lynkeduppro.com', ML, footerY + 4);
doc.text('This estimate is valid for 30 days from the date of issue.', ML, footerY + 9);
// Page numbers
const pageCount = doc.internal.getNumberOfPages();
for (let i = 1; i <= pageCount; i++) {
doc.setPage(i);
doc.setFontSize(7.5);
setTextColor(doc, C.zinc400);
doc.text(`Page ${i} of ${pageCount}`, PW - MR, footerY + 4, { align: 'right' });
}
// ---- SAVE -------------------------------------------------------------
const safeName = estimate.clientName.replace(/\s+/g, '_');
doc.save(`Estimate_${safeName}_${estimate.date}.pdf`);
}