Satyam-Rastogi
fe9ddda941
- 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
550 lines
19 KiB
JavaScript
550 lines
19 KiB
JavaScript
/**
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* estimateExport.js
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* Utilities for exporting estimates via WhatsApp and PDF.
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*/
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// ---------------------------------------------------------------------------
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// Line item computation — single source of truth for all estimate totals
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// Mirrors EstimateBuilder's handleMeasurementsNext logic.
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// ---------------------------------------------------------------------------
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export function computeLineItems(template, roofArea) {
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if (!template || !roofArea) return { materials: [], labor: [] };
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const waste = 1.05;
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const margin = 1.428; // ~30% margin
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const ridgesLF = Math.round(roofArea * 1.6);
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const eavesLF = Math.round(roofArea * 4.2);
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const materials = template.materials.map(mat => {
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let qty;
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if (mat.uom === 'SQ') {
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qty = Math.ceil(roofArea * waste);
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} else if (mat.uom === 'BD') {
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const isRidge = /ridge|hip/i.test(mat.desc);
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qty = isRidge
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? Math.max(1, Math.ceil((ridgesLF * waste) / 30))
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: Math.max(1, Math.ceil((eavesLF * waste) / 100));
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} else if (mat.uom === 'RL') {
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const isIce = /ice|water/i.test(mat.desc);
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qty = isIce
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? Math.max(1, Math.ceil((eavesLF * waste) / 65))
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: Math.max(1, Math.ceil((roofArea * waste) / 10));
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} else if (mat.uom === 'LF') {
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qty = Math.ceil(eavesLF * waste);
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} else if (mat.uom === 'BX') {
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qty = Math.max(1, Math.ceil(roofArea / 20));
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} else if (mat.uom === 'EA') {
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qty = 2;
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} else {
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qty = 1;
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}
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const clientPrice = Math.round(qty * mat.baseUnitCost * margin * 100) / 100;
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return { desc: mat.desc, qty, uom: mat.uom, unitCost: mat.baseUnitCost, clientPrice };
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});
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const laborQty = Math.ceil(roofArea * waste);
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const laborUnitCost = 80.00;
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const labor = [{
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desc: `Tear Off & Install — ${template.name}`,
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qty: laborQty,
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uom: 'SQ',
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unitCost: laborUnitCost,
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clientPrice: Math.round(laborQty * laborUnitCost * margin * 100) / 100,
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}];
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return { materials, labor };
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}
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export function computeGrandTotal(template, roofArea) {
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const { materials, labor } = computeLineItems(template, roofArea);
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return (
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materials.reduce((s, m) => s + m.clientPrice, 0) +
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labor.reduce((s, l) => s + l.clientPrice, 0)
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);
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}
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// ---------------------------------------------------------------------------
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// WhatsApp — detailed text message
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// ---------------------------------------------------------------------------
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export function formatWhatsAppMessage(estimate, template, materials, labor) {
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const fmt = (n) =>
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`$${Number(n).toLocaleString('en-US', { minimumFractionDigits: 2 })}`;
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const divider = '━━━━━━━━━━━━━━━━━━━━━━';
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const lines = [];
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// Header
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lines.push(`*ESTIMATE — LynkedUpPro Roofing*`);
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lines.push(divider);
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lines.push('');
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lines.push(`*Client:* ${estimate.clientName}`);
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lines.push(`*Address:* ${estimate.address}`);
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lines.push(`*Date:* ${estimate.date}`);
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lines.push(`*Status:* ${estimate.status}`);
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if (estimate.templateName) lines.push(`*Template:* ${estimate.templateName}`);
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if (estimate.roofArea) lines.push(`*Roof Area:* ${estimate.roofArea} SQ`);
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if (estimate.estimatedBy) lines.push(`*Estimated By:* ${estimate.estimatedBy}`);
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// Notes
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if (estimate.notes) {
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lines.push('');
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lines.push(`_Note: ${estimate.notes}_`);
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}
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// Scope of work
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if (template?.description?.length) {
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lines.push('');
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lines.push(divider);
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lines.push('*SCOPE OF WORK*');
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lines.push(divider);
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template.description.forEach((line) => {
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lines.push(`▸ ${line}`);
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});
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}
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// Materials
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if (materials.length) {
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lines.push('');
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lines.push(divider);
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lines.push('*MATERIALS*');
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lines.push(divider);
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materials.forEach((m) => {
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const unitPrice = m.clientPrice / m.qty;
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lines.push(`• ${m.desc} — ${m.qty} ${m.uom} @ ${fmt(unitPrice)} = *${fmt(m.clientPrice)}*`);
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});
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const matTotal = materials.reduce((s, m) => s + m.clientPrice, 0);
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lines.push(` _Subtotal: ${fmt(matTotal)}_`);
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}
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// Labor
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if (labor.length) {
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lines.push('');
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lines.push(divider);
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lines.push('*LABOR*');
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lines.push(divider);
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labor.forEach((l) => {
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const unitPrice = l.clientPrice / l.qty;
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lines.push(`• ${l.desc} — ${l.qty} ${l.uom} @ ${fmt(unitPrice)} = *${fmt(l.clientPrice)}*`);
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});
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const laborTotal = labor.reduce((s, l) => s + l.clientPrice, 0);
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lines.push(` _Subtotal: ${fmt(laborTotal)}_`);
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}
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// Financial summary
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const matTotal = materials.reduce((s, m) => s + m.clientPrice, 0);
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const laborTotal = labor.reduce((s, l) => s + l.clientPrice, 0);
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const grandTotal = matTotal + laborTotal;
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lines.push('');
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lines.push(divider);
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lines.push('*FINANCIAL SUMMARY*');
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lines.push(divider);
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if (materials.length) lines.push(`Materials: ${fmt(matTotal)}`);
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if (labor.length) lines.push(`Labor: ${fmt(laborTotal)}`);
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lines.push(`*TOTAL: ${fmt(grandTotal)}*`);
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// Footer
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lines.push('');
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lines.push(divider);
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lines.push('_This estimate is valid for 30 days from the date above._');
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lines.push('_LynkedUpPro Roofing | Plano, TX | lynkeduppro.com_');
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return lines.join('\n');
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}
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export function openWhatsApp(message) {
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const url = `https://wa.me/?text=${encodeURIComponent(message)}`;
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window.open(url, '_blank', 'noopener,noreferrer');
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}
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export function openIMessage(message) {
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// sms: scheme opens Messages on iOS/macOS; body pre-fills the message
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window.open(`sms:?&body=${encodeURIComponent(message)}`, '_blank', 'noopener,noreferrer');
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}
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export function openEmail(estimate, message) {
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const subject = `Estimate for ${estimate.clientName} — ${estimate.date}`;
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const url = `mailto:?subject=${encodeURIComponent(subject)}&body=${encodeURIComponent(message)}`;
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window.open(url, '_blank', 'noopener,noreferrer');
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}
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// ---------------------------------------------------------------------------
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// PDF — light-mode, color-coded
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// ---------------------------------------------------------------------------
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// Color palette
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const C = {
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// Blues — header + materials
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blueDark: [30, 58, 138], // #1E3A8A
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blue: [59, 130, 246], // #3B82F6
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blueLight: [239, 246, 255], // #EFF6FF
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blueMid: [219, 234, 254], // #DBEAFE
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// Purples — labor
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purpleDark: [88, 28, 135], // #581C87
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purple: [139, 92, 246], // #8B5CF6
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purpleLight:[250, 245, 255], // #FAF5FF
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purpleMid: [237, 233, 254], // #EDE9FE
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// Greens — totals
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greenDark: [5, 150, 105], // #059669
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greenLight: [236, 253, 245], // #ECFDF5
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// Neutrals
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zinc900: [24, 24, 27], // text
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zinc700: [63, 63, 70],
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zinc500: [113, 113, 122],
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zinc400: [161, 161, 170],
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zinc200: [228, 228, 231],
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zinc100: [244, 244, 245],
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white: [255, 255, 255],
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// Amber — notes
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amberLight: [255, 251, 235], // #FFFBEB
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amberBorder:[251, 191, 36], // #FBBf24
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amber800: [146, 64, 14], // #92400E
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};
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function rgb(arr) { return { r: arr[0], g: arr[1], b: arr[2] }; }
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function setFill(doc, arr) { doc.setFillColor(...arr); }
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function setDraw(doc, arr) { doc.setDrawColor(...arr); }
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function setTextColor(doc, arr) { doc.setTextColor(...arr); }
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// ---------------------------------------------------------------------------
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export async function generateEstimatePDF(estimate, template, materials, labor) {
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// Dynamic import so jsPDF doesn't bloat the initial bundle
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const { default: jsPDF } = await import('jspdf');
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const { default: autoTable } = await import('jspdf-autotable');
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const doc = new jsPDF({ orientation: 'portrait', unit: 'mm', format: 'a4' });
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const PW = 210; // page width
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const PH = 297; // page height
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const ML = 15; // margin left
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const MR = 15; // margin right
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const CW = PW - ML - MR; // content width
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let y = 0;
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// ---- HEADER BAR -------------------------------------------------------
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setFill(doc, C.blueDark);
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doc.rect(0, 0, PW, 42, 'F');
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// Company name
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doc.setFont('helvetica', 'bold');
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doc.setFontSize(20);
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setTextColor(doc, C.white);
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doc.text('LynkedUpPro Roofing', ML, 14);
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// Tagline
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doc.setFont('helvetica', 'normal');
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doc.setFontSize(8);
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doc.setTextColor(180, 200, 255);
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doc.text('Professional Roofing Estimates | Plano, TX', ML, 20);
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// ESTIMATE label (right side)
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doc.setFont('helvetica', 'bold');
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doc.setFontSize(26);
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setTextColor(doc, C.white);
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doc.text('ESTIMATE', PW - MR, 16, { align: 'right' });
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// Estimate meta — right aligned
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doc.setFont('helvetica', 'normal');
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doc.setFontSize(8);
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doc.setTextColor(200, 220, 255);
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doc.text(`Date: ${estimate.date}`, PW - MR, 23, { align: 'right' });
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doc.text(`ID: ${estimate.id}`, PW - MR, 28, { align: 'right' });
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doc.text(`Status: ${estimate.status}`, PW - MR, 33, { align: 'right' });
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// Status dot
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const statusColors = {
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Approved: C.greenDark,
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Sent: C.blue,
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Draft: C.zinc500,
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Rejected: [220, 38, 38],
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Expired: [217, 119, 6],
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};
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setFill(doc, statusColors[estimate.status] ?? C.zinc500);
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doc.circle(PW - MR - doc.getTextWidth(`Status: ${estimate.status}`) - 3, 32.2, 1.5, 'F');
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y = 50;
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// ---- CLIENT INFO CARD -------------------------------------------------
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setFill(doc, C.blueLight);
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setDraw(doc, C.blueMid);
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doc.setLineWidth(0.3);
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doc.roundedRect(ML, y, CW, 28, 3, 3, 'FD');
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// Blue left accent bar
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setFill(doc, C.blue);
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doc.roundedRect(ML, y, 2.5, 28, 1, 1, 'F');
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doc.setFont('helvetica', 'bold');
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doc.setFontSize(7.5);
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setTextColor(doc, C.blue);
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doc.text('CLIENT INFORMATION', ML + 6, y + 6);
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doc.setFont('helvetica', 'bold');
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doc.setFontSize(13);
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setTextColor(doc, C.zinc900);
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doc.text(estimate.clientName, ML + 6, y + 13);
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doc.setFont('helvetica', 'normal');
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doc.setFontSize(9);
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setTextColor(doc, C.zinc500);
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doc.text(estimate.address, ML + 6, y + 19.5);
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const metaItems = [
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estimate.estimatedBy && `Estimated by: ${estimate.estimatedBy}`,
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estimate.roofArea && `Roof area: ${estimate.roofArea} SQ`,
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estimate.templateName && `Template: ${estimate.templateName}`,
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].filter(Boolean);
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doc.setFontSize(8);
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setTextColor(doc, C.zinc400);
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doc.text(metaItems.join(' · '), ML + 6, y + 25);
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y += 35;
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// ---- NOTES ------------------------------------------------------------
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if (estimate.notes) {
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setFill(doc, C.amberLight);
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setDraw(doc, C.amberBorder);
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doc.setLineWidth(0.3);
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const noteLines = doc.splitTextToSize(`Note: ${estimate.notes}`, CW - 12);
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const noteH = noteLines.length * 5 + 8;
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doc.roundedRect(ML, y, CW, noteH, 2, 2, 'FD');
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doc.setFont('helvetica', 'italic');
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doc.setFontSize(8);
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setTextColor(doc, C.amber800);
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doc.text(noteLines, ML + 5, y + 6);
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y += noteH + 6;
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}
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// ---- SCOPE OF WORK ----------------------------------------------------
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if (template?.description?.length) {
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// Section heading
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doc.setFont('helvetica', 'bold');
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doc.setFontSize(9);
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setTextColor(doc, C.blueDark);
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doc.text('SCOPE OF WORK', ML, y + 5);
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setFill(doc, C.blue);
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doc.rect(ML, y + 7, CW, 0.6, 'F');
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y += 12;
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template.description.forEach((line) => {
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const wrapped = doc.splitTextToSize(line, CW - 8);
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// Bullet dot
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setFill(doc, C.blue);
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doc.circle(ML + 2, y + 1.5, 1, 'F');
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doc.setFont('helvetica', 'normal');
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doc.setFontSize(8.5);
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setTextColor(doc, C.zinc700);
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doc.text(wrapped, ML + 6, y + 3);
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y += wrapped.length * 5 + 2;
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});
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y += 4;
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}
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// ---- MATERIALS TABLE --------------------------------------------------
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if (materials.length) {
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doc.setFont('helvetica', 'bold');
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doc.setFontSize(9);
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setTextColor(doc, C.blueDark);
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doc.text('MATERIALS', ML, y + 5);
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setFill(doc, C.blue);
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doc.rect(ML, y + 7, CW, 0.6, 'F');
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y += 10;
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autoTable(doc, {
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startY: y,
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margin: { left: ML, right: MR },
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head: [['Description', 'Qty', 'UOM', 'Unit Price', 'Total']],
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body: materials.map(m => [
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m.desc,
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m.qty,
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m.uom,
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`$${(m.clientPrice / m.qty).toFixed(2)}`,
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`$${m.clientPrice.toLocaleString('en-US', { minimumFractionDigits: 2 })}`
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]),
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foot: [[
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{ content: 'Materials Subtotal', colSpan: 4, styles: { halign: 'right', fontStyle: 'bold' } },
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{
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content: `$${materials.reduce((s, m) => s + m.clientPrice, 0).toLocaleString('en-US', { minimumFractionDigits: 2 })}`,
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styles: { fontStyle: 'bold' }
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}
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]],
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headStyles: {
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fillColor: C.blue,
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textColor: C.white,
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fontStyle: 'bold',
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fontSize: 8,
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},
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footStyles: {
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fillColor: C.blueMid,
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textColor: C.blueDark,
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fontSize: 8.5,
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},
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bodyStyles: { fontSize: 8, textColor: C.zinc700 },
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alternateRowStyles: { fillColor: C.blueLight },
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columnStyles: {
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0: { cellWidth: 'auto' },
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1: { halign: 'right', cellWidth: 18 },
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2: { halign: 'center', cellWidth: 18 },
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3: { halign: 'right', cellWidth: 25 },
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4: { halign: 'right', cellWidth: 32 },
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},
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showFoot: 'lastPage',
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tableLineColor: C.blueMid,
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tableLineWidth: 0.2,
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});
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y = doc.lastAutoTable.finalY + 8;
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}
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// ---- LABOR TABLE ------------------------------------------------------
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if (labor.length) {
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// Page break check
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if (y > PH - 60) { doc.addPage(); y = 20; }
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doc.setFont('helvetica', 'bold');
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doc.setFontSize(9);
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setTextColor(doc, C.purpleDark);
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doc.text('LABOR', ML, y + 5);
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setFill(doc, C.purple);
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doc.rect(ML, y + 7, CW, 0.6, 'F');
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y += 10;
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autoTable(doc, {
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startY: y,
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margin: { left: ML, right: MR },
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head: [['Description', 'Qty', 'UOM', 'Unit Price', 'Total']],
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body: labor.map(l => [
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l.desc,
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l.qty,
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l.uom,
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`$${(l.clientPrice / l.qty).toFixed(2)}`,
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`$${l.clientPrice.toLocaleString('en-US', { minimumFractionDigits: 2 })}`
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]),
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foot: [[
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{ content: 'Labor Subtotal', colSpan: 4, styles: { halign: 'right', fontStyle: 'bold' } },
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{
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content: `$${labor.reduce((s, l) => s + l.clientPrice, 0).toLocaleString('en-US', { minimumFractionDigits: 2 })}`,
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styles: { fontStyle: 'bold' }
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}
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]],
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headStyles: {
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fillColor: C.purple,
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textColor: C.white,
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fontStyle: 'bold',
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fontSize: 8,
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},
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footStyles: {
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fillColor: C.purpleMid,
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textColor: C.purpleDark,
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fontSize: 8.5,
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},
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bodyStyles: { fontSize: 8, textColor: C.zinc700 },
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alternateRowStyles: { fillColor: C.purpleLight },
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columnStyles: {
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0: { cellWidth: 'auto' },
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1: { halign: 'right', cellWidth: 18 },
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2: { halign: 'center', cellWidth: 18 },
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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`);
|
|
}
|