Commit Graph

3 Commits

Author SHA1 Message Date
Satyam-Rastogi c927f4c44d feat(estimates): template access control — owner can grant edit rights by role or individual
- Add TemplateAccessModal: role-level toggles (All Admins / All Field Agents) + per-person overrides
- Three-state access logic: role grant, individual direct grant, individual exclusion override
- Excluded people (role ON but toggled off) pinned to top with amber 'Excluded' chip
- Direct grants (role OFF but toggled on) show green 'Direct' chip
- canEditTemplates replaces isOwner for all template CRUD guards in EstimatesPage
- Owner retains exclusive access to Manage Access button
- State persisted in mockStore: templateAccessRoles, templateAccessUsers, templateAccessExcluded
2026-04-06 18:33:48 +05:30
Satyam-Rastogi fe9ddda941 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
2026-04-01 16:45:16 +05:30
Satyam-Rastogi 8f9cb9dd48 feat(estimates): add EstimatesPage hub with templates tab, estimate detail drawer, and template editor
- EstimatesPage: tabbed hub with Estimates and Templates tabs, KPI strip, search + filter
- EstimateDetailModal: right-side drawer showing scope of work, computed line items, and financial summary from template + roof area
- TemplateEditorModal: create/edit/duplicate templates with segmented mode toggle
- Owner-only template management (create, edit, duplicate, delete); Admin/FA read-only view
- Duplicate mode: toggle between 'Save as new copy' (default, editable name) and 'Replace original'
- MASTER_TEMPLATES and MOCK_ESTIMATES moved into mockStore with full CRUD helpers
- TemplateSelectionModal now reads from mockStore instead of local stub
- Sidebar nav updated to point to /estimates hub for all roles
- Routes added: /emp/fa/estimates, /admin/estimates, /owner/estimates
2026-04-01 16:13:36 +05:30