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86 lines
4.0 KiB
Markdown
86 lines
4.0 KiB
Markdown
# Customer Decision System (v2 Quote Generator)
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## Fields
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Each `QuoteService` has two related fields:
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| Field | Type | Purpose |
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|---|---|---|
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| `approved` | boolean | Visual toggle state for the green checkbox |
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| `customerDecision` | `'approved'` / `'pending'` / `'declined'` | Actual decision state |
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## How They Stay in Sync
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- **Approve button** (green ✓): sets `approved: true, customerDecision: 'approved'`
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- **Decline button** (red ✕): sets `approved: false, customerDecision: 'declined'`
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- **Pending button**: sets `approved: false, customerDecision: 'pending'`
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- **toggleApproved** (checkbox click): toggles `approved`, sets `customerDecision` to `'pending'` (when unapproving) or `'approved'` (when approving)
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- **toggleDeclined** (X checkbox click): sets `approved: false`, toggles `customerDecision` between `'declined'` and `'pending'`
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Both are set together in every action path — they never drift.
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## Service Grouping in ServicesTable
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The `ServicesTable` component groups services by `customerDecision` into three sections:
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- **Approved** (green header): `customerDecision === 'approved'`
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- **Pending** (gray header): `customerDecision === 'pending'`
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- **Declined** (red header): `customerDecision === 'declined'`
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An "Approve All" button sits above the groups when non-approved services exist.
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## Totals Calculation: `billableServices()`
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Defined in `src/lib/totals.ts`. This is the single shared heuristic used by the UI Quote Summary, the store's `subtotal()`/`approvedSubtotal()`, and the PDF generator.
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```typescript
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export function billableServices(services: { customerDecision: string }[]) {
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const nonDeclined = services.filter(s => s.customerDecision !== 'declined');
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const hasApproved = nonDeclined.some(s => s.customerDecision === 'approved');
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const hasPending = nonDeclined.some(s => s.customerDecision === 'pending');
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return (hasApproved && hasPending)
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? nonDeclined.filter(s => s.customerDecision === 'approved') // mixed → only approved
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: nonDeclined; // unanimous → all
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}
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```
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**Rules:**
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- All services approved → count all (full total)
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- All services pending → count all (full total)
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- Mixed approved + pending → count only approved (partial total)
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- Declined services → always excluded
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This makes totals dynamic: they adjust as the advisor approves/declines individual services. The full total only appears when the decision state is unanimous.
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## PDF Generation
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In `src/lib/pdf.ts`, the `billableServices()` result is pre-computed as a `Set` of service IDs:
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```typescript
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const billableIds = new Set(billableServices(services).map(s => s.id));
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```
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Used in two places within the generator:
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- Service total accumulation: `if (billableIds.has(svc.id)) servicesTotal += price`
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- Shop charge base: `(billableIds.has(s.id) && s.applyShopCharge)`
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## Store Actions
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- `toggleApproved(id)` — toggles approve checkbox state
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- `toggleDeclined(id)` — toggles decline (X) checkbox state
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- `updateService(id, updates)` — partial update (used by Approve/Decline/Pending buttons)
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## Dual Checkbox UI
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ServiceRow renders two checkboxes side by side:
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| Checkbox | Icon | Active color | Calls |
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|---|---|---|---|
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| Approve | ✓ (always visible, gray when off) | Green | `onToggleApproved` |
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| Decline | ✕ (always visible, gray when off) | Red | `onToggleDeclined` |
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The icons are always rendered — grayed-out (`text-gray-300`) when inactive, white on colored background when active. Clicking either toggles its state.
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## Recent Quotes Status Display
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The Recent Quotes panel (`src/pages/QuoteGenerator.tsx`) derives a display status from service decisions, NOT from the raw PocketBase `status` field. When all services are decided (no pending), the status is computed: all-approved → "Approved", all-declined → "Declined". The PocketBase `status` field only tracks lifecycle ('draft' on save, 'sent' on share, 'approved'/'declined' on customer submission via QuoteApprove) — it does NOT reflect service-level decisions made in the QuoteGenerator.
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See `references/recent-quotes-status-derivation.md` for the full fix and rationale.
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