Massive AI Overhaul
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John OReilly
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# SVS MSP CALC — Beta Build Checkpoint
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**Date:** 2026-03-15
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**Status:** Phases 1–8 + Stage 8 complete. Beta + a11y/perf audit + code quality passes I & II + test expansion + print enhancements done.
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**Tests:** 254/254 passing
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**Build Prompt:** .claude/plans/STAGE2-BUILD-PROMPT.md
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**Previous Stage Prompt:** docs/STAGE3-SESSION-PROMPT.md
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**Previous Stage Prompt:** docs/STAGE5-SESSION-PROMPT.md
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**Previous Stage Prompt:** docs/STAGE6-SESSION-PROMPT.md
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**Previous Stage Prompt:** docs/STAGE7-SESSION-PROMPT.md
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**Previous Stage Prompt:** docs/STAGE8-SESSION-PROMPT.md
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---
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## Completed
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### Phase 1: Bug Fixes (6/6)
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| # | Issue | File | Change |
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|---|-------|------|--------|
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| 1.1 | ADDON_INKY default $5 → $8 | quote-pricing.js:12 | `ADDON_INKY: 5` → `8` |
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| 1.2 | Onboarding fee loses manual override on term switch | SVS-MSP-Calculator.js:41-70 | Store manual value in `data-manual-value` before 24mo clears it; restore on switch back to m2m/12mo |
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| 1.3 | VoIP fax CSV comment misleading | package-prices.csv:18 | "Flat/mo" → "Per seat/mo" |
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| 1.4 | Print forces HST on regardless of user toggle | quote-export.js:12 | Removed `state.hstEnabled = true;` — print now respects user's HST toggle |
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| 1.5 | JSON export missing schema version | quote-export.js:229 | Added `version: '1.0'` as first field in payload |
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| 1.6 | ZT admin supplement triggers with no warning | quote-render.js:494-499 | New amber nudge when `ztActive` warns about $250 admin supplement |
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Test expectations updated in test-quote-engine.js for INKY $8 (4 values changed).
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### Phase 2: Visual Polish (Sections I–III)
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| # | Issue | File | Change |
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|---|-------|------|--------|
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| 2.1a | Hardcoded `#e06070` danger icon | components.css:41 | → `var(--text-danger)` — adapts per theme |
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| 2.1b | Hardcoded `#86efac` pill-savings on checked state | components.css:442 | → `var(--text-pill-savings-active)` — new token |
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| — | Token added to all 4 themes | tokens.css, light.css, glass.css, 70retro.css | Dark: `#86efac`, Light: `#d4f5e0`, Glass: `#a8f0c8`, Retro: `#e0f0d0` |
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| 2.1c | QUICK-REF.md outdated | docs/QUICK-REF.md | Updated INKY $8, export desc, theme list, test count |
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**Audit findings (no action needed):**
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- All 4 themes fully token-covered for Sections I–III
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- Glass theme uses `!important` selector overrides (valid for glassmorphism effects)
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- Sidebar focus-toggle white rgba values sit on colored header — correct everywhere
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- No remaining hardcoded colors in Sections I–III component CSS
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- Sidebar renders correctly across all 4 themes at all breakpoints
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### Phase 3: UX Hardening (Sections I–III)
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#### 3.1 Interaction Refinements
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| # | Change | Files | Details |
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|---|--------|-------|---------|
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| 3.1a | Smooth theme-switch transition | tokens.css, theme-manager.js | `body.theme-transitioning` class enables 0.25s color/bg/border fade; applied for 300ms during `toggleTheme()` |
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| 3.1b | Nudge crossfade on rotation/nav | components.css, quote-render.js | `.nudge-fading` class fades opacity to 0; `cycleNudge()` does fade-out → swap → fade-in (180ms); auto-rotation now uses `cycleNudge(1)` for consistency |
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| 3.1c | Summary badge fade-in on collapse | components.css | `@keyframes badgeFadeIn` — 0.25s opacity + translateY animation on `.sec-summary-badge` |
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| 3.1d | Addon toggle micro-feedback | components.css | `@keyframes addonPulse` — 0.2s scale(1.015) pulse on `.addon-row.selected` |
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#### 3.2 Responsive Edge Cases
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| # | Change | Files | Details |
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|---|--------|-------|---------|
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| 3.2a | Touch targets ≥44px on mobile | responsive.css | `.mobile-panel-close-btn` 36→44px, `.nudge-nav-btn` 34→44px at ≤1100px; `.collapsible-header` and `.section-toggle` min-height 44px at ≤600px |
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| 3.2b | Container query fallback verified | — | `@container (max-width: 760px)` for addon rows has adequate fallback via ≤600px media query; no change needed |
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#### 3.3 Mobile Experience Completeness
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| # | Change | Files | Details |
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|---|--------|-------|---------|
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| 3.3a | Focus trap in mobile panel | mobile-sync.js | `trapFocus()` function keeps Tab cycling within open panel; focus moves to close button on open, returns to pill on close |
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| 3.3b | Safe-area insets for notch phones | responsive.css | `padding-bottom: env(safe-area-inset-bottom)` on `.mobile-panel-sheet`; `right: max(14px, env(safe-area-inset-right))` on `.mobile-quote-pill` |
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**GATE: 88/88 tests pass. All JS syntax-checked. CSS brace balance verified.**
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---
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### Phase 4: Documentation & QA
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| # | Task | Status |
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|---|------|--------|
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| 4.1 | Update all docs (README, code-verification, quote-rules, phase-roadmap, QUICK-REF, MASTER-SESSION-PROMPT, ai-session-brief) | COMPLETE |
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| 4.2 | Full regression checklist walkthrough | COMPLETE — 88/88 automated, 15/15 manual items verified in code |
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| 4.3 | Beta definition of done verification | COMPLETE — all 13 criteria pass |
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**Docs updated:**
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- README.md — phase status, 88 tests, 4 themes, export description, file map (70retro.css added)
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- code-verification.md — date, test count, all Phase 1-3 changes as known-good baseline
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- quote-rules.md — onboarding manual override persistence, HST print behavior, JSON export rules, admin nudge
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- phase-roadmap.md — Phases 1-4 status, 88 tests
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- QUICK-REF.md — test count in "Remind User", 70retro.css in CSS file map
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- MASTER-SESSION-PROMPT.md — 88 tests (3 occurrences), 4 themes (6 occurrences), 70retro.css in tree, 4 theme override layers
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- ai-session-brief.md — test count updated
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**Regression checklist results:**
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- Automated: 88/88 pass
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- Manual: All 15 items verified via source code review (admin waive displays, term/onboarding logic, manual override persistence, sidebar sync, mobile panel sync, persistence round-trip, reset behavior, print HST, JSON export, section headers, theme transitions, nudge crossfade, focus trap, safe-area insets, touch targets)
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**Beta Definition of Done: ALL 13 CRITERIA PASS**
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**GATE: PASSED — Beta build for Sections I–III is complete.**
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---
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### Phase 5: Performance & Accessibility Audit
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| # | Fix | File(s) | Details |
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|---|-----|---------|---------|
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| A2 | `aria-expanded` on section & collapsible toggles | HTML, SVS-MSP-Calculator.js | Added `aria-expanded="false"` to 12 toggle elements; JS updates dynamically on toggle |
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| A3 | Focus trap on reset confirm modal | quote-persistence.js | `trapFocusInModal()` — Tab cycles within modal when open |
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| A4 | `aria-label` on stepper buttons | HTML | All 12 step-btn elements have descriptive labels (e.g. "Decrease users") |
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| P1 | Glass theme scroll jank on mobile | glass.css | `background-attachment: scroll` at ≤1100px — avoids fixed-bg repaint on iOS |
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| P2 | Skip mobile sync on desktop | mobile-sync.js | Guard skips 35+ element sync when panel closed on desktop; forces full sync on `openMobilePanel()` |
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| M1 | `sidebarFocusClientName` not in sync map | mobile-sync.js | Added to html sync list — client name now updates in mobile panel |
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| M2 | `sl-discount-detail` + `sl-value-onboarding-label` not in sync map | mobile-sync.js | Added to html sync list — contract term label and onboarding label now sync |
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**Not flagged (clean):** Token coverage, `:focus-visible`, mobile focus trap, escape handling, touch targets, `will-change` usage, print CSS isolation, no unused JS.
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**GATE: 88/88 tests pass. All fixes verified.**
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### Font Awesome Icon Fix
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| # | Fix | File | Details |
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|---|-----|------|---------|
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| FA1 | Icons invisible on `file://` protocol | components.css:44-79 | All 36 FA Sharp Solid SVG file references converted to inline `data:image/svg+xml` URIs — eliminates CORS/`file://` restriction on `mask-image: url()` |
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**Root cause:** CSS `mask-image: url("fontawesomekit/svgs/...")` is blocked by browser security on the `file://` protocol. Inline data URIs bypass this completely.
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**GATE: 88/88 tests pass. Icons render on local file open.**
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---
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### Phase 6: Code Quality Pass (Stage 3)
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| # | Fix | File(s) | Details |
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|---|-----|---------|---------|
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| CQ1 | New `--sky` color token | tokens.css, light.css, glass.css, 70retro.css | Per-theme sky/info accent: Dark `#38bdf8`, Light `#0e7490`, Glass `#7dd3fc`, Retro `#a34a14` |
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| CQ2 | New `--transition-fast` token | tokens.css | `0.15s` — replaces hardcoded timing in layout.css button transitions |
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| CQ3 | Consolidated duplicate button CSS | layout.css:25-47 | `.btn-reset-quote` and `.btn-import-quote` shared 10 identical properties → merged into grouped selector |
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| CQ4 | Hardcoded amber hover → token-derived | layout.css:43-46 | `rgba(232,146,15,…)` → `color-mix(in srgb, var(--amber) …%, transparent)` |
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| CQ5 | Hardcoded sky blue hover → token-derived | layout.css:47-50, light.css, glass.css, 70retro.css | All `rgba(56,189,248,…)` / `#38bdf8` / `#7dd3fc` / `#a34a14` → `var(--sky)` + `color-mix()` |
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| CQ6 | Dead null-check removed | quote-render.js:533 | `nudgeIndex == null ||` removed — `nudgeIndex` is always initialized to `0` |
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**Audit findings (no action taken — documented for future):**
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- `fmt()` duplicated in quote-render.js and quote-export.js (both inside IIFEs — intentional isolation, one-liner)
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- Spacing magic numbers (14px/16px/20px) used 95+ times — too many touchpoints for surgical migration
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- `console.warn()` statements in pricing/persistence/import are intentional error reporting
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- No dead functions, no unreachable code, no unused exports across all 8 JS modules
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**GATE: 88/88 tests pass. All 4 themes verified tokenized.**
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---
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### Phase 7: Test Coverage Expansion (Stage 4)
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| # | Test Group | Count | Details |
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|---|-----------|-------|---------|
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| T1 | Pricing DEFAULTS integrity | 34 | All required keys exist, types correct, values match spec, frozen, ordering invariants |
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| T2 | Engine edge cases & boundaries | 55 | Admin fee thresholds, large counts (100u/100ep), string coercion, invalid inputs (NaN/null/empty), servers-only, VoIP-only, VoIP edge cases, ZT without user addon, admin waived, all addons combined, BYOL term independence, discount rounding |
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| T3 | Export JSON schema validation | 18 | Payload structure, field types, version field, contract term labels, licensing labels, pricing sub-object, voip tier null handling |
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| T4 | Persistence state shape | 6 | JSON round-trip for strings/numbers/booleans, engine compatibility, zero-state |
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| T5 | Import payload mapping | 12 | Contract term reverse-map, full export→import→engine round-trip (MRR, effectiveMrr, mrrWithHst, userTotal, endpointTotal, voipTotal, adminFeeNet, effectiveAnnual) |
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| T6 | Quote output invariants | 24 | 6 configs × 4 invariants (effectiveMrr, effectiveAnnual, mrrWithHst, non-negative values) |
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**Total: 88 → 250 tests (162 new). All passing.**
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**GATE: 250/250 tests pass.**
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---
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### Phase 8: Enhanced Print/PDF (Stage 4)
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| # | Enhancement | File(s) | Details |
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|---|------------|---------|---------|
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| P1 | Quote notes field | HTML:920, components.css, quote-persistence.js, quote-export.js, quote-import.js | `<textarea id="quoteNotes">` in sidebar, persisted in localStorage, included in JSON export/import, rendered on print invoice |
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| P2 | Explicit validity date | quote-export.js | Computes 30-day expiry: "Valid until [date]" in print footer instead of generic "30 days" |
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| P3 | Page break control | quote-export.js (inline CSS) | `page-break-inside:avoid` on table rows + `.tots-wrap`; `break-inside:avoid` on notes section |
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| P4 | Rep name field | HTML:100, layout.css, quote-persistence.js, quote-export.js, quote-import.js | `<input id="repName">` below client name, persisted, in JSON export/import, shown in print header + footer |
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| P5 | CYA "Not Included" section | quote-export.js | Print splits config into "Your Service Configuration" (active) + "Services Not Included in This Quote" (excluded, muted, smaller) |
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**Additional changes:**
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- JSON export schema version bumped to `1.1` (new `repName`, `quoteNotes` fields)
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- JSON import handles new fields gracefully (backward-compatible with `1.0` exports)
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- Print CSS hides notes + rep inputs on `@media print` (main page path)
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- 4 new tests added (repName/quoteNotes in export schema + persistence)
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**GATE: 254/254 tests pass.**
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---
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## Key Files to Read on Resume
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1. `docs/MASTER-SESSION-PROMPT.md` — full architecture and constraints
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2. `docs/QUICK-REF.md` — compact file map, IDs, pricing
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3. `docs/regression-checklist.md` — test procedures
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4. `.claude/plans/STAGE2-BUILD-PROMPT.md` — the build prompt driving this work
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5. This file — checkpoint status
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### Stage 5 / Phase 9: Visual QA + Retro Theme Overhaul
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**Visual QA:** 3 breakpoints (mobile ~375px, desktop ~1100-1400px, wide ~1800px+) × 4 themes.
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| Theme | Mobile | Desktop | Wide | Result |
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|-------|--------|---------|------|--------|
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| Dark | Clean | Clean | Clean | PASS |
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| Light | Clean | Clean | Clean | PASS |
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| Glass | Clean | Clean | Clean | PASS |
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| Retro | Overhauled | — | — | REWORKED |
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**Retro theme overhaul:**
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- **Problem:** Original 70s wood-panel brown palette had low contrast, muddy colors, invisible logo (black SVG on brown header)
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- **Solution:** Warm paper base + neon-warm cyberpunk accents
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- Accent: hot rose `#e11d48` (warm neon, harmonizes with cream)
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- Green/Sky: warm teal `#0d9488`
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- Header: warm charcoal `#1c1317` with rose neon border
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- Logo: `.top-bar-logo path { fill: #f0e4d0 }` — overrides hardcoded `#0c0c0c` SVG fills
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- Progress bar: rose → teal gradient
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- Paper texture: warm brown scanlines (unchanged from original)
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- **Status:** Functional, user notes full design pass deferred to later
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**Remaining QA not yet done:** Retro theme at all viewport widths, landscape orientation.
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**GATE: 254/254 tests pass. No visual bugs found on Dark/Light/Glass.**
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---
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### Stage 6 / Phase 10: Elastic Responsive Foundation
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**Problem:** 5 fixed breakpoints (1350, 1100, 900, 600, 780px landscape) with hardcoded px overrides at each step. Max width capped at 1800px — wasted space on 1440p+ monitors.
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**Solution:** Fluid `clamp()` tokens replace discrete breakpoint steps. Only structural breakpoints remain.
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| # | Change | File(s) | Details |
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|---|--------|---------|---------|
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| E1 | Fluid layout tokens | tokens.css | `--page-max-width: clamp(1200px, 92vw, 2400px)`, `--page-gutter-x: clamp(16px, 3vw, 80px)`, `--layout-column-gap: clamp(24px, 3vw, 56px)`, sidebar min 400→360px |
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| E2 | Fluid section tokens | tokens.css | `--section-offset: clamp(52px, 7vw, 104px)`, `--section-num-width/size` fluid, `--section-padding-*` fluid |
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| E3 | Eliminated 1350px breakpoint | responsive.css | Removed — fluid tokens handle narrow desktop scaling |
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| E4 | Eliminated 900px breakpoint | responsive.css | Removed — fluid tokens handle tablet spacing/numerals |
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| E5 | Fluid logo margin | base.css | `margin-left: clamp(26px, 5.2vw, 78px)` replaces hardcoded 78px + breakpoint overrides |
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| E6 | Fluid main-col gap | layout.css | `gap: clamp(16px, 1.5vw, 24px)` replaces hardcoded 24px + breakpoint override |
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| E7 | Fluid client-bar padding | layout.css | `clamp()` on vertical padding, `var(--section-offset)` for left |
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**Breakpoint reduction:** 5 → 3 (1100px structural, 600px phone layout, 780px landscape orientation)
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**Width scaling:**
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- 1080p (1920px): content fills ~1766px (92vw)
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- 1440p (2560px): content fills ~2355px (92vw)
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- 4K (3840px): content caps at 2400px max
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**GATE: 254/254 tests pass.**
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---
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### Stage 7 / Phase 11: Feature Work (Option A)
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#### 11.1 Keyboard Shortcuts
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| Shortcut | Action | File | Details |
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|----------|--------|------|---------|
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| Ctrl+P | Print invoice | SVS-MSP-Calculator.js | `preventDefault()` blocks browser print dialog; calls `printInvoice()` |
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| Ctrl+E | Export JSON | SVS-MSP-Calculator.js | Calls `exportQuoteJSON()` |
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| Ctrl+R | Reset quote | SVS-MSP-Calculator.js | Opens confirm modal via `openResetConfirm()` — not a hard reset |
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| Escape | Close overlays | mobile-sync.js (existing) | Already handled — closes sidebar focus + mobile panel |
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All shortcuts are suppressed when focus is in an `<input>`, `<textarea>`, or `<select>` to avoid hijacking normal typing.
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#### 11.2 New Contextual Nudges
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| # | Nudge | Color | Trigger |
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|---|-------|-------|---------|
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| N1 | Users set but no endpoints | amber | `users > 0 && endpoints === 0` |
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| N2 | VoIP seats ≠ user count | amber | `voipSeats > 0 && users > 0 && voipSeats !== users` |
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| N3 | High admin-to-MRR ratio | amber | `adminFeeNet > MRR * 0.25` (and not waived) |
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| N4 | Extended Hours upsell | green | `!addExtHours && users > 0` |
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Added after existing nudges in `buildNudges()` in quote-render.js (lines 524–551).
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**GATE: 254/254 tests pass.**
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---
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### Stage 8 / Phase 12: Code Quality Pass II
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#### 8.1 `--transition-fast` / `--transition-medium` Token Adoption
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| # | Change | File(s) | Details |
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|---|--------|---------|---------|
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| T1 | New `--transition-medium` token | tokens.css | `0.25s` — for chevron/collapsible/nudge transforms |
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| T2 | 10× `0.15s` → `var(--transition-fast)` | components.css | pill-toggle, tier-seg, addon-preview-pill, addon checkbox, sidebar-focus-toggle, nudge-nav-btn, btn-toggle-all, quote-notes-input, btn-export |
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| T3 | 3× `0.25s` → `var(--transition-medium)` | components.css | sec-chevron transform, collapsible-toggle transform, nudge-banner bg/border |
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| T4 | 1× `0.15s` → `var(--transition-fast)` | base.css | theme-toggle-btn |
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| T5 | 2× `0.15s` → `var(--transition-fast)` | responsive.css | mobile-quote-pill, mobile-panel-close-btn |
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**Left as-is:** 0.12s (stepper/addon micro-interactions), 0.18s (term tile tuned), 0.2s (switch/section/overlay), 0.3s (progress bar/accordion), 0.34s (section-body tuned bezier). No `0.15s` hardcodes remain outside the token definition.
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#### 8.2 CSS Selector Specificity Audit
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| # | Change | File(s) | Details |
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|---|--------|---------|---------|
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| S1 | `.sec-open` → `.section.sec-open` | components.css | Removed 2× `!important` — specificity now beats `.section:hover` via class count |
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| S2 | Documented intentional `!important` | components.css | Added comments to `.qs-discount-sub`, sidebar utility classes (`.sl-muted`, `.sl-discount-val`, `.sl-hst-val`), and VS value classes |
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**Audit findings (no action — all legitimate):**
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- components.css: 13 remaining `!important` — all utility `display: none` or color overrides that must beat compound parent selectors
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- 70retro.css: 37 `!important` — theme override pattern (same as glass.css with 97)
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- responsive.css: 8 `!important` — mobile sidebar embedding
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- tokens.css: 1 `!important` — `body.theme-transitioning` (intentional, per spec)
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- print.css: All `!important` — standard `@media print` override pattern
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- No overly-qualified selectors found (element-qualified patterns are all necessary)
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|
||||
#### 8.3 Print CSS Hardening
|
||||
|
||||
| # | Change | File(s) | Details |
|
||||
|---|--------|---------|---------|
|
||||
| P1 | Hide 4 missing interactive elements | print.css | Added `display: none !important` for `.sidebar-focus-toggle`, `.sidebar-utility`, `.qs-switch`, `.confirm-modal` |
|
||||
| P2 | Theme-independent callout borders | tokens.css, print.css | New `--print-callout-green-border` and `--print-callout-red-border` tokens replace theme-variable `var(--green)` and `var(--surface-danger-border)` in print context |
|
||||
|
||||
**Verification:**
|
||||
- All `--print-*` tokens defined only in `:root` (tokens.css) — no theme overrides
|
||||
- Page-break rules unaffected by fluid layout tokens (`.outer` forced to `display: block; max-width: 100%` in print)
|
||||
- Print invoice (separate window) uses inline CSS — not affected by main page changes
|
||||
|
||||
#### 8.4 (Stretch) Spacing Token Consolidation — Deferred
|
||||
|
||||
**Assessment:** 150+ magic-number spacing values across components.css (10px: 36, 12px: 35, 14px: 36, 16px: 24, 20px: 19). Existing `--space-stack-*` tokens used only 4× out of 150+. Migration scope too broad for surgical approach. Deferred to a dedicated spacing-focused stage.
|
||||
|
||||
**GATE: 254/254 tests pass.**
|
||||
|
||||
---
|
||||
|
||||
### Stage 8 Feature Fixes
|
||||
|
||||
#### F1: Fullscreen Live Quote View — Print Only
|
||||
|
||||
| # | Change | File(s) | Details |
|
||||
|---|--------|---------|---------|
|
||||
| F1a | Hide Reset + Import in focus mode | components.css | `.export-wrap` and `.sidebar-utility` now `display: none` in sidebar-focus-open |
|
||||
| F1b | Print button inside sidebar header | HTML, components.css | New `.sidebar-focus-print-btn` in `.sidebar-header-row` — hidden by default, `display: inline-flex` in focus mode |
|
||||
| F1c | Print button hidden in print/mobile | print.css, components.css | `display: none !important` in `@media print` and `.mobile-panel-sheet` |
|
||||
|
||||
**Before:** Focus mode hid Print/Export JSON, showed Reset/Import
|
||||
**After:** Focus mode shows a Print button in the header bar (next to collapse icon), hides all other action buttons
|
||||
|
||||
#### F2: Toggle Switch 2-State Theme Colors
|
||||
|
||||
| # | Change | File(s) | Details |
|
||||
|---|--------|---------|---------|
|
||||
| F2a | New `--surface-switch-off` / `--surface-switch-on` tokens | tokens.css | Dark: off `#4a4540`, on `var(--green)` |
|
||||
| F2b | Light theme switch tokens | light.css | Off `#b5ad9f`, on `var(--green)` |
|
||||
| F2c | Glass theme switch tokens | glass.css | Off `rgba(255,255,255,0.15)`, on `var(--green)` |
|
||||
| F2d | Retro theme switch tokens | 70retro.css | Off `#c0b4a0`, on `var(--green)` |
|
||||
| F2e | Component CSS uses tokens | components.css | `.qs-switch` bg → `var(--surface-switch-off)`, checked → `var(--surface-switch-on)` |
|
||||
| F2f | Glass checked override | glass.css | Added `.qs-toggle-row input:checked ~ .qs-switch { background: var(--surface-switch-on) }` |
|
||||
|
||||
**Before:** Off = `--border` (barely visible), On = `--accent` (theme accent)
|
||||
**After:** Off = distinct muted track per theme, On = `--green` (universally "enabled")
|
||||
|
||||
**GATE: 254/254 tests pass.**
|
||||
|
||||
#### F1 Fix: Print Button Visibility in Focus Mode
|
||||
|
||||
| # | Change | File(s) | Details |
|
||||
|---|--------|---------|---------|
|
||||
| F1d | Print button inside sidebar header | HTML:697 | New `.sidebar-focus-print-btn` button in `.sidebar-header-row`, between title and collapse icon |
|
||||
| F1e | Focus-only visibility | components.css | `display: none` by default; `display: inline-flex` when `body.sidebar-focus-open` |
|
||||
| F1f | Hidden in print + mobile | print.css, components.css | `display: none !important` in `@media print` and `.mobile-panel-sheet` |
|
||||
|
||||
**Root cause:** `.sidebar-utility` is a sibling of `.sidebar`, not inside it. When `.sidebar` becomes `position: fixed`, the utility div is left behind the backdrop.
|
||||
|
||||
#### F3: Pricing CSV → JSON Migration
|
||||
|
||||
| # | Change | File(s) | Details |
|
||||
|---|--------|---------|---------|
|
||||
| F3a | New JSON pricing file | package-prices.json | Structured by category with `{ key: { value, description } }` format — human-readable + machine-parseable |
|
||||
| F3b | Script-loaded pricing | package-prices-data.js, HTML | `window.SVS_PRICING_DATA` set via `<script>` tag — works on `file://` protocol, no web server needed |
|
||||
| F3c | Loader updated | quote-pricing.js | `loadPricing()` checks `SVS_PRICING_DATA` global first (script path), then `fetch()` fallback (web server), then built-in defaults |
|
||||
| F3d | CSV retained | package-prices.csv | Original CSV kept for reference; no longer loaded at runtime |
|
||||
|
||||
**How to update pricing:** Edit `package-prices-data.js` — change the `value` field for any key. No web server needed. The file is loaded via `<script>` tag before the pricing engine initializes.
|
||||
|
||||
**JSON format example:**
|
||||
```json
|
||||
{
|
||||
"user_packages": {
|
||||
"RATE_M365": { "value": 130, "description": "Per-user/mo rate — M365 included" }
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
**GATE: 254/254 tests pass.**
|
||||
|
||||
---
|
||||
|
||||
## Hard Constraints (reminder)
|
||||
|
||||
1. DOM IDs are a contract — no renaming
|
||||
2. 254 tests must pass: `node svsmspcalc/tests/test-quote-engine.js`
|
||||
3. localStorage keys unchanged
|
||||
4. All 4 themes must work after every change
|
||||
5. Mobile parity maintained
|
||||
6. No frameworks, no npm — vanilla only
|
||||
7. Surgical changes only
|
||||
8. Sections IV–VI unchanged (deferred)
|
||||
416
docs/MASTER-SESSION-PROMPT.md
Normal file
416
docs/MASTER-SESSION-PROMPT.md
Normal file
@@ -0,0 +1,416 @@
|
||||
# SVS MSP CALC — Master Session Prompt
|
||||
### Pre-Alpha → Beta Optimization Brief
|
||||
**Version:** 1.0 | **Date:** 2026-03-14 | **Audience:** Senior Engineers + UI/UX Leads
|
||||
|
||||
---
|
||||
|
||||
## WHO YOU ARE (Team Persona)
|
||||
|
||||
You are a cross-functional senior engineering and design team operating with full production standards:
|
||||
|
||||
- **Senior Frontend Engineer** — Deep HTML/CSS/JS expertise. Minimal safe changes. Surgical precision. Strong regression awareness. No casual hacks, no premature abstractions, no over-engineering.
|
||||
- **UI/UX Architect** — Masters-level understanding of design systems, visual hierarchy, information architecture, interaction design, and accessibility. Fluent in tokenized CSS design systems. Makes layouts feel inevitable, not assembled.
|
||||
- **Sales Enablement Lead** — Understands this tool is used live on sales calls with prospects. Every UX decision must serve the sales conversation. Copy must be confident, concise, and client-facing.
|
||||
- **QA Engineer** — Regression-aware. Knows where the landmines are (mobile sync, quote math, persistence, print/PDF). Validates behavior before marking work done.
|
||||
|
||||
You do not introduce change for its own sake. You improve with purpose, validate your work, and leave the codebase healthier than you found it.
|
||||
|
||||
---
|
||||
|
||||
## PROJECT OVERVIEW
|
||||
|
||||
**App:** SVS MSP CALC — A live quote/pricing calculator for SVS Managed Services.
|
||||
**Type:** Static HTML + Vanilla JS + Modular CSS (no frameworks, no build tools, no npm)
|
||||
**Used by:** SVS sales team, live on screen with prospects during discovery calls
|
||||
**Goal of this session:** Advance from pre-alpha to a solid, ship-ready **beta build**
|
||||
|
||||
### What "Beta" Means Here
|
||||
- All active sections (I–III) are visually polished and production-quality
|
||||
- All four themes (Dark, Light, Glass, 70s Retro) are consistent, tested, and professional
|
||||
- Mobile experience is smooth, reliable, and parity-complete with desktop
|
||||
- Print/PDF invoice is clean, branded, and pixel-accurate
|
||||
- Quote math, persistence, and export are verified and regression-safe
|
||||
- UX hierarchy is clear: users know exactly what to do without instructions
|
||||
- No known bugs in active scope
|
||||
- Sections IV–VI (Zero Trust Networking, VoIP) are ready to activate — code is solid and UX frameworks are in place, even if content is still gated
|
||||
|
||||
---
|
||||
|
||||
## ARCHITECTURE SNAPSHOT
|
||||
|
||||
```
|
||||
svsmspcalc/
|
||||
├── SVS-MSP-Calculator.html # Stable HTML shell (65KB, inline handlers)
|
||||
├── SVS-MSP-Calculator.js # Master orchestration (310 lines)
|
||||
├── quote-engine.js # Pure quote math (196 lines)
|
||||
├── quote-pricing.js # Pricing defaults + JSON override (134 lines)
|
||||
├── quote-render.js # DOM rendering + nudge engine (662 lines)
|
||||
├── quote-persistence.js # localStorage save/restore (212 lines)
|
||||
├── quote-export.js # Print/PDF + JSON export (295 lines)
|
||||
├── theme-manager.js # Dark/Light/Glass/70s Retro switching (110 lines)
|
||||
├── mobile-sync.js # Mobile panel + 100+ element sync (236 lines)
|
||||
├── SVS-MSP-Calculator.css # Manifest: @imports all CSS files
|
||||
├── SVS-MSP-Calculator-tokens.css # Design tokens + CSS vars
|
||||
├── SVS-MSP-Calculator-base.css # Global chrome
|
||||
├── SVS-MSP-Calculator-layout.css # Grid, header, main/sidebar split
|
||||
├── SVS-MSP-Calculator-components.css # All section cards, controls, sidebar (66KB)
|
||||
├── SVS-MSP-Calculator-responsive.css # Viewport/container overrides (16KB)
|
||||
├── SVS-MSP-Calculator-print.css # Print-specific rules
|
||||
├── SVS-MSP-Calculator-light.css # Light theme overrides
|
||||
├── SVS-MSP-Calculator-glass.css # Glass theme (glassmorphism)
|
||||
├── SVS-MSP-Calculator-70retro.css # 70s Retro theme overrides
|
||||
├── package-prices.json # Overrideable pricing (JSON, categorized with descriptions)
|
||||
├── package-prices.csv # Legacy pricing reference (no longer loaded at runtime)
|
||||
├── tests/
|
||||
│ └── test-quote-engine.js # Automated quote engine tests (88 tests, Node.js)
|
||||
└── docs/
|
||||
├── README.md
|
||||
├── ai-session-brief.md
|
||||
├── phase-roadmap.md
|
||||
├── code-verification.md
|
||||
├── quote-rules.md
|
||||
├── regression-checklist.md
|
||||
└── MASTER-SESSION-PROMPT.md
|
||||
```
|
||||
|
||||
### Tech Stack Facts
|
||||
- **No frameworks.** Vanilla JS (ES5-compatible), HTML5, CSS3.
|
||||
- **No build tools.** Open the HTML in a browser — it runs.
|
||||
- **No npm.** No webpack, Vite, Rollup, Parcel, or transpilation.
|
||||
- **No TypeScript.** Plain `.js` files.
|
||||
- **CSS architecture:** Tokenized custom properties. Modular files. Four theme override layers.
|
||||
- **State:** localStorage only. Key: `svs-msp-quote-v1`.
|
||||
- **Fonts:** Google Fonts (Cinzel, Poppins, Lato, DM Mono).
|
||||
- **Icons:** Font Awesome 7 Sharp (local SVGs), M365 icon set (local).
|
||||
|
||||
### Initialization Flow
|
||||
```
|
||||
initTheme() → restore saved theme (dark/light/glass)
|
||||
initQuote() → load JSON pricing, set quote ref, restore localStorage, call update()
|
||||
update() → calcQuote() → renderQuoteUi() → renderSidebar() → nudges → savings → summaries
|
||||
debouncedSave() → auto-save to localStorage (debounced 400ms)
|
||||
```
|
||||
|
||||
### Automated Testing
|
||||
```
|
||||
node svsmspcalc/tests/test-quote-engine.js
|
||||
```
|
||||
88 tests, zero dependencies. Tests the pure `calculateQuote(state, pricing)` function against known-good expected values using default pricing. Covers: rates, add-ons, admin fee logic, discounts, HST, VoIP, ZT networking, edge cases, and MRR integrity.
|
||||
|
||||
Run after any change to `quote-engine.js`, `quote-pricing.js`, or pricing JSON values.
|
||||
|
||||
---
|
||||
|
||||
## ACTIVE SECTIONS (I–VI) — All Structurally Active
|
||||
|
||||
| # | Section | Display Order | Key Logic |
|
||||
|---|---------|---------------|-----------|
|
||||
| I | User Package | 1st | M365 Included ($130/user) vs BYOL ($110/user); 4 add-ons |
|
||||
| II | Endpoint Package | 2nd | $35/endpoint; USB Blocking + Bare Metal Backup add-ons |
|
||||
| III | Site Management | 3rd | Floor + minimum threshold; ZT supplement; 1PWM surcharge; waivable |
|
||||
| IV | Server Management | 4th | $120/server |
|
||||
| V | Zero Trust Networking (HaaS) | 5th | ZT seats + routers |
|
||||
| VI | VoIP / Unified Communications (UCaaS) | 6th | 3 tiers + desk phone + eFax |
|
||||
| — | Contract & Onboarding | Settings bar | M2M / 12mo (3%) / 24mo (5%); onboarding auto-calc or manual; HST 13% |
|
||||
|
||||
All sections use unified `sec-controls-row` header layout: stepper + label badge + price badge.
|
||||
Sections default to collapsed. Inner collapsibles default to collapsed.
|
||||
|
||||
---
|
||||
|
||||
## KEY PRICING CONSTANTS
|
||||
|
||||
```js
|
||||
RATE_M365: 130 // per user/mo — M365 Included license
|
||||
RATE_BYOL: 110 // per user/mo — Bring Your Own License
|
||||
RATE_ENDPOINT: 35 // per endpoint/mo
|
||||
RATE_SERVER: 120 // per server/mo
|
||||
ADMIN_FEE_FLOOR: 150
|
||||
ADMIN_FEE_MINIMUM: 650
|
||||
DISCOUNT_12MO: 0.03 // 3%
|
||||
DISCOUNT_24MO: 0.05 // 5%
|
||||
HST_RATE: 0.13 // Ontario
|
||||
VOIP_RATE_BASIC: 28 // per seat/mo
|
||||
VOIP_RATE_STANDARD: 35
|
||||
VOIP_RATE_PREMIUM: 45
|
||||
```
|
||||
|
||||
Pricing can be overridden at runtime via `package-prices.json`.
|
||||
|
||||
---
|
||||
|
||||
## NON-NEGOTIABLES (Hard Constraints)
|
||||
|
||||
These are inviolable. Every change must preserve them:
|
||||
|
||||
1. **HTML shell is stable.** DOM IDs are a contract. Mobile sync maps 100+ ID pairs (desktop ↔ `_m` suffix). Renaming an ID breaks sync silently and catastrophically.
|
||||
2. **Quote math is correct.** Any change to `quote-engine.js` requires before/after validation of all outputs. Do not "clean up" math without proving equivalence.
|
||||
3. **localStorage persistence is intact.** `saveState()` and `restoreState()` must round-trip cleanly. Verify after any form/state changes.
|
||||
4. **All four themes must work.** Dark (default), Light (soft khaki), Glass (glassmorphism), 70s Retro. Changes to tokens or components cascade to all four.
|
||||
5. **Mobile parity is maintained.** The sidebar clone in the mobile panel must stay in sync. Mobile UX must be usable on a 375px viewport.
|
||||
6. **Print/PDF export must be tested after CSS changes.** Print CSS lives in a separate file but is sensitive to component class changes.
|
||||
7. **No framework or build-tool migration.** This is vanilla JS by design.
|
||||
8. **No broad rewrites.** Surgical, approved changes only.
|
||||
9. **Sections IV–VI remain deferred** unless explicitly reopened.
|
||||
10. **Read before editing.** Always inspect the current code before making changes.
|
||||
|
||||
---
|
||||
|
||||
## BETA WORK PRIORITIES
|
||||
|
||||
Work in this order unless directed otherwise. Each priority includes UX, code, and QA dimensions.
|
||||
|
||||
---
|
||||
|
||||
### PRIORITY 1 — Visual Design System Audit & Elevation
|
||||
|
||||
**Goal:** Achieve visual cohesion and professional polish across all themes that rivals a SaaS product.
|
||||
|
||||
**UI/UX Audit Checklist:**
|
||||
- [ ] Typography hierarchy — Is Cinzel/Poppins/Lato used consistently? Are font sizes, weights, and line-heights harmonious across sections?
|
||||
- [ ] Spacing system — Is padding/margin using tokens consistently? Are section cards visually balanced?
|
||||
- [ ] Color usage — Are `--accent`, `--green`, `--amber`, `--muted` used purposefully, not decoratively?
|
||||
- [ ] Interactive states — Do all buttons, inputs, toggles, and checkboxes have clear hover/focus/active states in all four themes?
|
||||
- [ ] Card hierarchy — Is there a clear visual distinction between level-1 containers, level-2 cards, and level-3 controls?
|
||||
- [ ] Icon consistency — Are Font Awesome icons used at consistent sizes, weights, and optical alignment?
|
||||
- [ ] Section header design — Are the numbered section headers (I, II, III) visually strong and scannable?
|
||||
- [ ] Sidebar layout — Does the sidebar feel like a polished financial summary panel, not a DOM dump?
|
||||
- [ ] Progress bars — Are the progress bars in Section I legible and purposeful?
|
||||
- [ ] Nudge panel — Does the nudge carousel feel like a smart sales assistant, not a popup?
|
||||
|
||||
**CSS Architecture Health:**
|
||||
- [ ] Are there redundant/conflicting rules in `components.css` vs `responsive.css`?
|
||||
- [ ] Are design tokens being used everywhere they should be, or are magic numbers scattered?
|
||||
- [ ] Is the Glass theme consistent and not broken at any viewport?
|
||||
- [ ] Is the Light theme soft and readable without feeling washed out?
|
||||
|
||||
---
|
||||
|
||||
### PRIORITY 2 — Interaction Design & UX Flow
|
||||
|
||||
**Goal:** The tool should feel intuitive, responsive, and professionally crafted to a prospect sitting across the table.
|
||||
|
||||
**Interaction Audit:**
|
||||
- [ ] **Onboarding flow clarity** — When a user opens the tool fresh, is the first action obvious?
|
||||
- [ ] **Section collapse/expand** — Is the animation smooth? Are collapsed section summaries accurate and helpful?
|
||||
- [ ] **Add-on toggle behavior** — Does toggling add-ons give clear feedback (visual state + sidebar update)?
|
||||
- [ ] **Stepper inputs** — Do +/- steppers feel snappy? Is there clear min/max clamping behavior?
|
||||
- [ ] **Contract term selection** — Is the 3-option selector clearly communicating the discount impact?
|
||||
- [ ] **Onboarding fee override** — Is the manual override UX clear (placeholder, lock icon, restore-to-auto)?
|
||||
- [ ] **Admin fee waiver** — Is the waiver checkbox prominent enough? Is the consequence visible immediately?
|
||||
- [ ] **Sidebar update speed** — Is the live update fast enough to feel real-time?
|
||||
- [ ] **Nudge carousel** — Is the 30-second rotation appropriate? Does it feel helpful or distracting?
|
||||
- [ ] **Theme toggle** — Is the toggle clearly labeled for current/next state? Is the transition smooth?
|
||||
- [ ] **Reset confirmation modal** — Is it clear what gets destroyed? Is the secondary action (cancel) prominent?
|
||||
- [ ] **Export buttons** — Are Print and JSON export clearly labeled and discoverable?
|
||||
|
||||
**Keyboard & Accessibility:**
|
||||
- [ ] All interactive elements reachable via Tab in logical order
|
||||
- [ ] Focus ring visible in all themes
|
||||
- [ ] ARIA labels accurate and present on all form controls
|
||||
- [ ] Color contrast ratios pass WCAG AA in Light theme (most at-risk)
|
||||
- [ ] Screen reader order matches visual order
|
||||
|
||||
---
|
||||
|
||||
### PRIORITY 3 — Responsive Design Hardening
|
||||
|
||||
**Goal:** The layout should feel elastically fluid at every breakpoint, not brittle or hacked together.
|
||||
|
||||
**Breakpoint Audit:**
|
||||
- [ ] 1800px+ — Does the max-width container feel appropriately constrained?
|
||||
- [ ] 1400-1800px — Desktop sweet spot. Is the 3:2 main/sidebar split balanced?
|
||||
- [ ] 1100-1400px — Narrower desktop. Do section cards reflow without overlapping?
|
||||
- [ ] 780-1100px — Tablet. Does the layout gracefully switch to sidebar-as-panel?
|
||||
- [ ] 480-780px — Mobile-landscape/small tablet. Single column, all controls accessible?
|
||||
- [ ] 375-480px — Small mobile. Is the floating MRR pill positioned correctly? Does the bottom sheet open cleanly?
|
||||
- [ ] 320px — Edge case. Does anything catastrophically break?
|
||||
|
||||
**Responsive Rules:**
|
||||
- Prefer `clamp()`, container queries, and token-based adjustments over stacked `@media` hacks
|
||||
- Section cards should never clip or overflow their container
|
||||
- Contract/onboarding settings must adapt before content gets squeezed
|
||||
- Touch targets must be ≥44px on mobile
|
||||
|
||||
---
|
||||
|
||||
### PRIORITY 4 — Quote Engine & Business Logic Verification
|
||||
|
||||
**Goal:** Every line-item and total in the sidebar is mathematically correct and matches what the invoice shows.
|
||||
|
||||
**Verification Matrix (test each combination):**
|
||||
|
||||
| Test | What to Verify |
|
||||
|------|---------------|
|
||||
| 0 users, 1 endpoint | Admin fee floor triggers correctly |
|
||||
| 5 users M365, 3 endpoints, no add-ons | Base MRR matches manual calculation |
|
||||
| 5 users BYOL + 1Password + Zero Trust | Add-on stacking is correct |
|
||||
| 12-month term | 3% discount applied to base MRR only (not admin or HST) |
|
||||
| 24-month term | 5% discount; onboarding auto-waived |
|
||||
| Manual onboarding override | Auto-calc disabled; manual value preserved on save/restore |
|
||||
| HST toggle | 13% applied only to MRR+onboarding (not before); first invoice total correct |
|
||||
| Admin fee waiver | Admin fee = $0; "Value Unlocked" reflects waived amount |
|
||||
| VoIP Basic 3 seats + 2 desk phones | VoIP cost correct; eFax add-on stacks |
|
||||
| Full configuration (all add-ons, 24mo, HST) | All components sum correctly; no double-counting |
|
||||
| Save → Reload | All values restore exactly; no drift |
|
||||
| Export JSON → parse | All keys present; math cross-checks against UI |
|
||||
|
||||
---
|
||||
|
||||
### PRIORITY 5 — Mobile Experience Completeness
|
||||
|
||||
**Goal:** A salesperson can hand their phone to a prospect and the quote tool is fully usable.
|
||||
|
||||
**Mobile Audit:**
|
||||
- [ ] Floating MRR pill — correct value, correct position, visible in all themes
|
||||
- [ ] Bottom sheet panel opens smoothly (slide-up animation clean)
|
||||
- [ ] Scroll lock applied correctly when panel open (body doesn't scroll behind)
|
||||
- [ ] All sidebar elements clone correctly into mobile panel (100+ pairs)
|
||||
- [ ] HST toggle syncs bidirectionally (desktop ↔ mobile)
|
||||
- [ ] Quote values in mobile panel match desktop exactly
|
||||
- [ ] Close gestures (× button, Escape key, backdrop tap) all work
|
||||
- [ ] Print/Export buttons accessible from mobile panel
|
||||
- [ ] No clipped text or overflowing elements in mobile panel
|
||||
|
||||
---
|
||||
|
||||
### PRIORITY 6 — Print/PDF Invoice Quality
|
||||
|
||||
**Goal:** The printed invoice looks like it came from a professional MSP's billing system, not an HTML form.
|
||||
|
||||
**Print Audit:**
|
||||
- [ ] Logo renders correctly (embedded SVG, not broken)
|
||||
- [ ] Client name, quote ref, and date are on every page header
|
||||
- [ ] All line items appear with correct labels and amounts
|
||||
- [ ] Feature checklist is legible and cleanly formatted
|
||||
- [ ] Totals section is visually prominent
|
||||
- [ ] Value unlocked section is formatted correctly
|
||||
- [ ] Comparison (vs. in-house IT) is present and readable
|
||||
- [ ] No phantom scrollbars or UI chrome bleeds into print
|
||||
- [ ] Page breaks don't split line-item rows awkwardly
|
||||
- [ ] Fonts render in print (or fallback gracefully)
|
||||
- [ ] All themes produce same print output (print CSS is theme-independent)
|
||||
|
||||
---
|
||||
|
||||
### PRIORITY 7 — Sections IV–VI: Beta-Ready Scaffolding
|
||||
|
||||
**Goal:** Even if Sections IV–VI remain content-gated, their code, UX framework, and CSS should be clean enough to activate with minimal effort.
|
||||
|
||||
**Audit:**
|
||||
- [ ] Section IV (Zero Trust Networking) — Is the HTML structure complete? Are inputs wired to `readFormState()`? Does the engine include ZT costs?
|
||||
- [ ] Section V (VoIP/UCaaS) — Are all 3 tier selectors functional? Desk phone HaaS wired? eFax add-on wired? Savings comparison functional?
|
||||
- [ ] Section VI — Is it a clean placeholder with no broken references?
|
||||
- [ ] Deferred section CSS — Are styles isolated so activating them doesn't cause layout contamination?
|
||||
- [ ] Quote engine — Does it calculate ZT/VoIP costs when those inputs are present, even if sections are hidden?
|
||||
|
||||
---
|
||||
|
||||
### PRIORITY 8 — Code Quality & Documentation Sync
|
||||
|
||||
**Goal:** Any engineer should be able to pick up this codebase in 10 minutes and understand what's happening.
|
||||
|
||||
**Code Quality Checklist:**
|
||||
- [ ] No dead code in active modules (check for unused functions, unreachable branches)
|
||||
- [ ] No magic numbers — pricing constants should reference `DEFAULTS` keys, not hardcoded values
|
||||
- [ ] No duplicate logic between `quote-engine.js` and `quote-render.js`
|
||||
- [ ] `mobile-sync.js` sync map is clean — no stale ID pairs for removed elements
|
||||
- [ ] CSS custom properties used consistently — no redundant fallback values where tokens are sufficient
|
||||
- [ ] `quote-export.js` HTML template is clean — no CSS class references that no longer exist
|
||||
- [ ] `SVS-MSP-Calculator.js` `update()` function is linear and readable — no side effects that aren't obvious
|
||||
|
||||
**Documentation Sync:**
|
||||
- [ ] `docs/README.md` reflects current file structure and phase status
|
||||
- [ ] `docs/code-verification.md` has been updated with latest known-good state
|
||||
- [ ] `docs/regression-checklist.md` covers all active sections and export paths
|
||||
- [ ] `docs/quote-rules.md` reflects current pricing and business rule implementation
|
||||
- [ ] `docs/phase-roadmap.md` is updated to reflect beta completion criteria
|
||||
|
||||
---
|
||||
|
||||
## WORKING PROTOCOL FOR THIS SESSION
|
||||
|
||||
### Before Making Any Change
|
||||
1. Read the relevant file(s) first — do not edit from memory
|
||||
2. Identify the minimal change that achieves the goal
|
||||
3. Check if the change touches any of the regression hotspots (see below)
|
||||
4. Confirm the change won't break mobile sync, theme cascade, or persistence
|
||||
|
||||
### Regression Hotspots — Extra Caution Required
|
||||
| Area | Risk | Why |
|
||||
|------|------|-----|
|
||||
| `quote-engine.js` math | Critical | Business-critical; errors generate wrong quotes in real sales calls |
|
||||
| localStorage round-trip | High | Silent failures; user loses configured quote |
|
||||
| Mobile sync ID map | High | 100+ pairs; silently desyncs if IDs change |
|
||||
| Print/PDF CSS | Medium | Separate cascade; component class changes cascade here |
|
||||
| Theme switching | Medium | All four themes affected by token/component changes |
|
||||
| `update()` call chain | Medium | Side effects in render sequence can cascade silently |
|
||||
|
||||
### After Making Changes
|
||||
1. Verify syntax (especially JS — no console errors on load)
|
||||
2. Check all four themes render correctly
|
||||
3. Check mobile panel renders correctly at ≤780px
|
||||
4. Verify sidebar totals are mathematically correct for a test quote
|
||||
5. If CSS touched: verify print output is unaffected
|
||||
6. Update `docs/code-verification.md` if a known-good state changes
|
||||
|
||||
### Commit Protocol
|
||||
- Commits should be small and focused (one concern per commit)
|
||||
- Commit messages should state what changed and why (not just "fix css")
|
||||
- Do not combine unrelated changes in one commit
|
||||
- Do not commit `.bak-focusmode` files
|
||||
|
||||
---
|
||||
|
||||
## UX/UI DESIGN PRINCIPLES FOR THIS PROJECT
|
||||
|
||||
These principles guide every UI decision:
|
||||
|
||||
1. **Sales clarity over visual novelty.** If a prospect can't read a number at a glance, the design failed.
|
||||
2. **Trust through polish.** A janky tooltip or misaligned input erodes prospect confidence. Every pixel matters.
|
||||
3. **Progressive disclosure.** Lead with the total MRR. Let detail unfold as needed (collapsed sections, sidebar).
|
||||
4. **Reduce cognitive load.** Group related controls. Use spacing and color to indicate hierarchy, not decoration.
|
||||
5. **Feedback immediacy.** Every input change must visibly update the sidebar within 1 frame. No lag.
|
||||
6. **Consistency as reliability.** Spacing, typography, and color behavior should be predictable. Surprises feel like bugs.
|
||||
7. **Dark theme is the flagship.** Light and Glass must meet the same bar. No theme should feel like a degraded experience.
|
||||
8. **Mobile is a first-class use case.** A sales rep on a tablet or phone must be able to run a full quote.
|
||||
9. **The sidebar is the hero.** It's where the value proposition lives. Design it with the weight of a financial summary.
|
||||
10. **Copy is UI.** Labels, nudges, section headers, and button text are all UX. Make them purposeful and confident.
|
||||
|
||||
---
|
||||
|
||||
## FILE READ ORDER FOR NEW SESSIONS
|
||||
|
||||
To resume efficiently, read in this order:
|
||||
1. `docs/README.md` — current project state
|
||||
2. `docs/phase-roadmap.md` — approved work and constraints
|
||||
3. `docs/code-verification.md` — known-good baseline
|
||||
4. `docs/MASTER-SESSION-PROMPT.md` — this file (if not already loaded)
|
||||
5. Then only the source files relevant to the specific task
|
||||
|
||||
For business logic questions: `docs/quote-rules.md`
|
||||
For manual QA: `docs/regression-checklist.md`
|
||||
|
||||
---
|
||||
|
||||
## BETA DEFINITION OF DONE
|
||||
|
||||
The build is ready to call "beta" when:
|
||||
|
||||
- [ ] All Sections I–III are visually polished and functionally complete
|
||||
- [ ] All four themes pass a full visual review at all major breakpoints
|
||||
- [ ] Print/PDF invoice is clean and professionally branded
|
||||
- [ ] Mobile panel is fully synced and usable at 375px
|
||||
- [ ] Quote math passes all combinations in the verification matrix
|
||||
- [ ] localStorage save/restore is tested and clean
|
||||
- [ ] JSON export is valid and complete
|
||||
- [ ] All nudges fire correctly for their trigger conditions
|
||||
- [ ] Section collapse/expand summaries are accurate
|
||||
- [ ] Comparison (vs. in-house IT) and VoIP savings panels show correct values
|
||||
- [ ] No console errors on fresh load in any theme
|
||||
- [ ] All docs are updated and accurate
|
||||
- [ ] Sections IV–VI are scaffolded cleanly, ready to activate on demand
|
||||
|
||||
---
|
||||
|
||||
*This document is the canonical session brief for the SVS MSP CALC beta push. Update it when constraints, priorities, or decisions change.*
|
||||
85
docs/QUICK-REF.md
Normal file
85
docs/QUICK-REF.md
Normal file
@@ -0,0 +1,85 @@
|
||||
# Quick Reference — SVS MSP CALC
|
||||
|
||||
## Stack
|
||||
Vanilla HTML5/CSS3/JS (ES5-compatible). No frameworks, no npm, no build tools. Open HTML in browser to run.
|
||||
|
||||
## File Map
|
||||
|
||||
### JS Runtime
|
||||
| File | Purpose |
|
||||
|------|---------|
|
||||
| `SVS-MSP-Calculator.js` | Orchestration: `update()`, `calcQuote()`, section toggles, `initQuote()` |
|
||||
| `quote-engine.js` | Pure math: `calculateQuote(state, pricing)`, `readFormState()`, `getPricingConfig()` |
|
||||
| `quote-pricing.js` | Defaults (34 keys), JSON loader, `getSnapshot()`, globals |
|
||||
| `quote-render.js` | DOM rendering: sidebar, summaries, nudges, `setSummary()`, `renderNudge()` |
|
||||
| `quote-persistence.js` | `saveState()` / `restoreState()` / `resetState()` via localStorage |
|
||||
| `quote-export.js` | Print/PDF (respects HST toggle) + JSON export (schema v1.0) |
|
||||
| `theme-manager.js` | Dark/Light/Glass/70s Retro toggle + persistence |
|
||||
| `mobile-sync.js` | Clones sidebar to mobile panel, wraps `update()` for `_m` ID sync |
|
||||
|
||||
### CSS (load order via manifest)
|
||||
| File | Purpose |
|
||||
|------|---------|
|
||||
| `*-tokens.css` | Design tokens — single source for spacing, colors, radii, typography |
|
||||
| `*-base.css` | Global chrome, top bar, resets |
|
||||
| `*-layout.css` | Grid: `.outer`, `.main-col`, `.sidebar`, `.client-bar` |
|
||||
| `*-components.css` | Sections, headers, `sec-controls-row`, badges, steppers, sidebar, VS comparison, export |
|
||||
| `*-responsive.css` | Media queries: ≤1350, ≤1100, ≤900, ≤600 + landscape |
|
||||
| `*-print.css` | Print overrides — hides controls, forces expand |
|
||||
| `*-light.css` | Light theme color overrides |
|
||||
| `*-glass.css` | Glass theme (glassmorphism) overrides |
|
||||
| `*-70retro.css` | 70s Retro theme overrides |
|
||||
|
||||
### HTML Structure (section display order)
|
||||
| Order | ID | Numeral | Title | Has Stepper |
|
||||
|-------|----|---------|-------|-------------|
|
||||
| 1 | sec-02 | I | User Package | userCount |
|
||||
| 2 | sec-03 | II | Endpoint Package | endpointCount |
|
||||
| 3 | sec-01 | III | Site Management | — (badges only) |
|
||||
| 4 | sec-04 | IV | Server Management | serverCount |
|
||||
| 5 | sec-05 | V | Zero Trust Networking (HaaS) | ztNetSeats |
|
||||
| 6 | sec-06 | VI | VoIP / Unified Comms (UCaaS) | voipSeats |
|
||||
|
||||
### Section Header Layout (all 6 sections)
|
||||
```
|
||||
Grid Row 1: [numeral] [title-block] [chevron]
|
||||
Grid Row 2: [sec-controls-row: stepper + badge + price]
|
||||
Grid Row 3: [section-subtitle — expanded only]
|
||||
```
|
||||
|
||||
### Key DOM IDs (do not rename — mobile sync depends on these)
|
||||
- Inputs: `userCount`, `endpointCount`, `serverCount`, `ztNetSeats`, `ztNetRouters`, `voipSeats`
|
||||
- Summaries: `sec01-summary` through `sec06-summary`
|
||||
- Admin: `adminFeeDisplay`, `adminWaived`, `feeBreakdown`
|
||||
- Sidebar: `sidebarMRR`, `sidebarAnnual`, `sidebarDiscount`, etc.
|
||||
- Progress: `floorBar`, `floorNote`
|
||||
|
||||
### Pricing Defaults (from quote-pricing.js)
|
||||
```
|
||||
Users: M365 $140 (m2m) / $130 (12mo/24mo) | BYOL $110 | ExtHrs +$25 | 1PWM +$9 | INKY +$8 | ZT +$55
|
||||
Endpoints: $35/ea | USB +$4 | BMB +$25
|
||||
Servers: $120/ea
|
||||
ZT Net: $25/seat | $100/router
|
||||
Admin: Floor $150 | Min $650 | ZT premium +$250 | 1PWM markup 10%
|
||||
VoIP: Basic $28 | Standard $35 | Premium $45 | Phone +$15 | Fax +$10
|
||||
Discounts: m2m 0% | 12mo 3% + 50% off onboarding | 24mo 5% + complimentary onboarding
|
||||
HST: 13% (Ontario)
|
||||
```
|
||||
|
||||
## Tests
|
||||
```
|
||||
node svsmspcalc/tests/test-quote-engine.js
|
||||
```
|
||||
254 tests, zero dependencies. Run after any pricing/engine changes.
|
||||
|
||||
|
||||
## Remind User
|
||||
After reading docs, always say:
|
||||
> You have an automated test suite (254 tests). I can run it anytime, or modify it for new scenarios.
|
||||
|
||||
## Danger Zones
|
||||
- DOM IDs → mobile sync breaks silently if renamed
|
||||
- `quote-engine.js` math → run tests after any change
|
||||
- Print CSS → sensitive to component class changes
|
||||
- `update()` call chain → side effects cascade
|
||||
- localStorage key: `svs-msp-quote-v1`
|
||||
62
docs/README.md
Normal file
62
docs/README.md
Normal file
@@ -0,0 +1,62 @@
|
||||
# SVS MSP Calculator
|
||||
|
||||
Static sales-facing quote builder for SVS Managed Services.
|
||||
Plain HTML/CSS/JS — no frameworks, no build tools, no npm.
|
||||
|
||||
**Status:** Beta complete (Stages 1–9). 254/254 tests passing.
|
||||
|
||||
## Quick Start
|
||||
|
||||
1. Open `SVS-MSP-Calculator.html` in a browser (works on `file://`)
|
||||
2. Edit pricing in `package-prices-data.js`
|
||||
3. Run tests: `node svsmspcalc/tests/test-quote-engine.js`
|
||||
|
||||
## What It Does
|
||||
|
||||
- Configures managed service packages (Users, Endpoints, Servers, ZT, VoIP)
|
||||
- Contract terms with auto-calculated onboarding and discounts
|
||||
- Live quote sidebar with MRR breakdown, VS Hiring comparison
|
||||
- 4 themes: Dark, Light, Glass, Retro Cyberpunk
|
||||
- Print/PDF export, JSON export/import, localStorage persistence
|
||||
- Mobile-responsive with full-screen quote panel
|
||||
|
||||
## File Map
|
||||
|
||||
### Runtime JS
|
||||
| File | Purpose |
|
||||
|------|---------|
|
||||
| `SVS-MSP-Calculator.js` | Orchestration, init, keyboard shortcuts |
|
||||
| `quote-engine.js` | Pure quote math (no DOM) |
|
||||
| `quote-pricing.js` | Pricing defaults + `package-prices-data.js` loader |
|
||||
| `quote-render.js` | DOM rendering, nudges, summaries |
|
||||
| `quote-persistence.js` | localStorage save/restore/reset |
|
||||
| `quote-export.js` | Print/PDF + JSON export |
|
||||
| `quote-import.js` | JSON quote import |
|
||||
| `theme-manager.js` | 4-theme switching |
|
||||
| `mobile-sync.js` | Mobile panel + 100+ element sync |
|
||||
| `package-prices-data.js` | Pricing data (edit this to change prices) |
|
||||
|
||||
### CSS
|
||||
| File | Purpose |
|
||||
|------|---------|
|
||||
| `SVS-MSP-Calculator.css` | Manifest (@imports all CSS) |
|
||||
| `*-tokens.css` | Design tokens, spacing, colors |
|
||||
| `*-base.css` | Global chrome |
|
||||
| `*-layout.css` | Grid, header, main/sidebar |
|
||||
| `*-components.css` | Section cards, controls, sidebar |
|
||||
| `*-responsive.css` | 3 structural breakpoints |
|
||||
| `*-print.css` | Print-specific rules |
|
||||
| `*-light.css` | Light theme |
|
||||
| `*-glass.css` | Glass theme |
|
||||
| `*-70retro.css` | Retro Cyberpunk theme |
|
||||
|
||||
### Docs
|
||||
| File | Purpose |
|
||||
|------|---------|
|
||||
| `QUICK-REF.md` | Compact file map, DOM IDs, pricing, danger zones |
|
||||
| `MASTER-SESSION-PROMPT.md` | Full architecture brief + constraints |
|
||||
| `CHECKPOINT.md` | Build status, all completed work |
|
||||
| `quote-rules.md` | Business logic / pricing rules |
|
||||
| `regression-checklist.md` | QA validation procedures |
|
||||
| `phase-roadmap.md` | Approved work boundaries |
|
||||
| `code-verification.md` | Known-good baseline |
|
||||
89
docs/STAGE10-UI-SESSION-PROMPT.md
Normal file
89
docs/STAGE10-UI-SESSION-PROMPT.md
Normal file
@@ -0,0 +1,89 @@
|
||||
# SVS MSP CALC — STAGE 10: UI & THEME POLISH
|
||||
# Generated: 2026-03-15
|
||||
|
||||
---
|
||||
|
||||
## WHERE WE ARE
|
||||
|
||||
**Stages 1–9: COMPLETE.** Beta build is production-quality for Sections I–III.
|
||||
**Tests:** 254/254 passing.
|
||||
**Spacing tokens:** Consolidated (150+ magic numbers → CSS custom properties).
|
||||
**Retro theme visual QA:** Passed at all viewports (375/1100/1400/2500/2800px).
|
||||
**Pricing:** Single source in `package-prices-data.js`, addon labels sync dynamically.
|
||||
|
||||
---
|
||||
|
||||
## STAGE 10 FOCUS: UI / THEME / COLOR CONSISTENCY
|
||||
|
||||
This stage is about visual polish, color consistency, and interface usability across all 4 themes.
|
||||
|
||||
### Known Issues to Investigate
|
||||
- **Too many similar-but-slightly-off colors** within individual themes — need audit and consolidation
|
||||
- **Color consistency per theme** — some elements use raw hex where they should use tokens
|
||||
- **Usability polish** — any controls, labels, or interactions that could feel tighter or more intuitive
|
||||
- **Cross-theme consistency** — ensure the same UI elements feel equivalent across Dark/Light/Glass/Retro
|
||||
|
||||
### Approach
|
||||
|
||||
1. **Color Audit** — For each theme, extract all unique colors actually used. Group by purpose (text, surface, border, accent). Flag duplicates that are close but not identical (e.g., two slightly different grays serving the same role).
|
||||
|
||||
2. **Token Consolidation** — Where colors are inconsistent, consolidate to existing tokens or define new ones. Goal: fewer unique colors, each with a clear semantic role.
|
||||
|
||||
3. **Per-Theme Walkthrough** — User provides screenshots. AI audits for:
|
||||
- Color contrast issues (text readability)
|
||||
- Inconsistent element styling across themes
|
||||
- Visual weight imbalances
|
||||
- Elements that "don't belong" visually
|
||||
|
||||
4. **Surgical Fixes** — Each fix is small, tested, and verified across all 4 themes.
|
||||
|
||||
---
|
||||
|
||||
## SESSION WORKFLOW
|
||||
|
||||
1. **Start with a color audit** — Use Explore agent to scan all theme CSS files for unique color values, group by semantic role
|
||||
2. **User provides screenshots** of specific areas that feel "off"
|
||||
3. **AI proposes fixes** with before/after reasoning
|
||||
4. **Apply fixes surgically** — one logical change at a time
|
||||
5. **User verifies visually** — confirms or adjusts
|
||||
6. **Run tests** after any render/engine changes
|
||||
|
||||
---
|
||||
|
||||
## HARD CONSTRAINTS
|
||||
|
||||
1. DOM IDs are a contract — renaming breaks mobile sync (100+ pairs)
|
||||
2. 254 tests must pass: `node svsmspcalc/tests/test-quote-engine.js`
|
||||
3. All 4 themes must work after every change
|
||||
4. No frameworks, no npm — vanilla only
|
||||
5. Surgical changes only — read before editing
|
||||
6. Sections IV–VI are placeholders — do not activate
|
||||
|
||||
---
|
||||
|
||||
## THEME FILES
|
||||
|
||||
| Theme | File | Base |
|
||||
|-------|------|------|
|
||||
| Dark (default) | `SVS-MSP-Calculator-tokens.css` | All colors defined here |
|
||||
| Light | `SVS-MSP-Calculator-light.css` | Overrides dark tokens |
|
||||
| Glass | `SVS-MSP-Calculator-glass.css` | Glassmorphism overrides |
|
||||
| Retro | `SVS-MSP-Calculator-70retro.css` | Cyberpunk overrides |
|
||||
|
||||
---
|
||||
|
||||
## VERIFICATION
|
||||
|
||||
```
|
||||
node svsmspcalc/tests/test-quote-engine.js
|
||||
```
|
||||
|
||||
254 tests, zero dependencies. Run after any pricing/engine/render changes.
|
||||
|
||||
---
|
||||
|
||||
## CONTEXT MANAGEMENT
|
||||
|
||||
After completing work:
|
||||
- Update `docs/CHECKPOINT.md` with results
|
||||
- If context is heavy, create `docs/STAGE11-SESSION-PROMPT.md` for the next chat
|
||||
176
docs/STAGE3-SESSION-PROMPT.md
Normal file
176
docs/STAGE3-SESSION-PROMPT.md
Normal file
@@ -0,0 +1,176 @@
|
||||
# SVS MSP CALC — STAGE 3 SESSION PROMPT
|
||||
# Post-Beta Hardening & Manual QA
|
||||
# Generated: 2026-03-15
|
||||
|
||||
---
|
||||
|
||||
## WHERE WE ARE
|
||||
|
||||
**Beta build: COMPLETE.** Sections I–III are production-quality.
|
||||
**Accessibility/performance audit: COMPLETE.** Phase 5 fixes applied.
|
||||
**Tests:** 88/88 passing.
|
||||
**Sections IV–VI:** Intentionally deferred as placeholders — do not activate.
|
||||
|
||||
### Completed Stages
|
||||
- **Stage 1** — Discovery audit (codebase mapping, doc generation)
|
||||
- **Stage 2** — Beta build (Phases 1–4: bug fixes, visual polish, UX hardening, docs/QA)
|
||||
- **Phase 5** — Accessibility/performance audit (aria-expanded, focus traps, stepper labels, glass scroll fix, mobile sync optimization)
|
||||
|
||||
---
|
||||
|
||||
## START EVERY SESSION BY READING
|
||||
|
||||
1. `svsmspcalc/docs/CHECKPOINT.md` — current status, all completed work
|
||||
2. `svsmspcalc/docs/MASTER-SESSION-PROMPT.md` — full architecture, constraints, priorities
|
||||
3. `svsmspcalc/docs/QUICK-REF.md` — compact file map, DOM IDs, pricing, danger zones
|
||||
4. This file — session goals and context
|
||||
|
||||
---
|
||||
|
||||
## PROJECT SNAPSHOT
|
||||
|
||||
**App:** SVS MSP CALC — live quote/pricing calculator for SVS Managed Services
|
||||
**Type:** Static HTML + Vanilla JS + Modular CSS (no frameworks, no build tools, no npm)
|
||||
**Used by:** SVS sales team, live on screen during prospect calls
|
||||
|
||||
### Architecture
|
||||
```
|
||||
svsmspcalc/
|
||||
├── SVS-MSP-Calculator.html # Stable HTML shell (65KB)
|
||||
├── SVS-MSP-Calculator.js # Orchestration (350 lines)
|
||||
├── quote-engine.js # Pure quote math (197 lines)
|
||||
├── quote-pricing.js # Pricing defaults + CSV override (134 lines)
|
||||
├── quote-render.js # DOM rendering + nudges (729 lines)
|
||||
├── quote-persistence.js # localStorage save/restore (225 lines)
|
||||
├── quote-export.js # Print/PDF + JSON export (299 lines)
|
||||
├── theme-manager.js # 4-theme switching (121 lines)
|
||||
├── mobile-sync.js # Mobile panel sync (275 lines)
|
||||
├── SVS-MSP-Calculator.css # Manifest (@imports all CSS)
|
||||
├── SVS-MSP-Calculator-tokens.css # Design tokens + CSS vars
|
||||
├── SVS-MSP-Calculator-base.css # Global chrome
|
||||
├── SVS-MSP-Calculator-layout.css # Grid, header, main/sidebar
|
||||
├── SVS-MSP-Calculator-components.css # Section cards, controls, sidebar (66KB)
|
||||
├── SVS-MSP-Calculator-responsive.css # Viewport/container overrides (16KB)
|
||||
├── SVS-MSP-Calculator-print.css # Print-specific rules
|
||||
├── SVS-MSP-Calculator-light.css # Light theme overrides
|
||||
├── SVS-MSP-Calculator-glass.css # Glass theme (glassmorphism)
|
||||
├── SVS-MSP-Calculator-70retro.css # 70s Retro theme overrides
|
||||
├── package-prices.csv # Overrideable pricing (31 rows)
|
||||
├── tests/
|
||||
│ └── test-quote-engine.js # 88 tests (Node.js, zero deps)
|
||||
└── docs/
|
||||
├── CHECKPOINT.md # Build status checkpoint
|
||||
├── MASTER-SESSION-PROMPT.md # Full architecture brief
|
||||
├── QUICK-REF.md # Compact reference
|
||||
├── README.md
|
||||
├── code-verification.md # Known-good baseline
|
||||
├── phase-roadmap.md # Phase status
|
||||
├── quote-rules.md # Business logic rules
|
||||
├── regression-checklist.md # Test procedures
|
||||
└── STAGE3-SESSION-PROMPT.md # This file
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## HARD CONSTRAINTS (NON-NEGOTIABLE)
|
||||
|
||||
1. DOM IDs are a contract — renaming breaks mobile sync (100+ pairs)
|
||||
2. 88 tests must pass: `node svsmspcalc/tests/test-quote-engine.js`
|
||||
3. localStorage keys unchanged: `svs-msp-quote-v1`, `svs-msp-quote-ref`
|
||||
4. All 4 themes must work after every change
|
||||
5. Mobile parity maintained
|
||||
6. Print/PDF tested after CSS changes
|
||||
7. No frameworks, no npm — vanilla only
|
||||
8. Surgical changes only — read before editing
|
||||
9. Sections IV–VI are placeholders — do not activate or build out
|
||||
|
||||
---
|
||||
|
||||
## STAGE 3 GOALS — Choose priorities from this menu:
|
||||
|
||||
### Option A: Browser-Based Manual QA
|
||||
Full visual/functional walkthrough at all breakpoints × 4 themes.
|
||||
Requires user to open the app in a browser and share screenshots or describe issues.
|
||||
|
||||
**Breakpoint matrix:**
|
||||
| Width | Context | Key checks |
|
||||
|-------|---------|------------|
|
||||
| 1800px+ | Wide desktop | Max-width constraint, sidebar positioning |
|
||||
| 1400px | Standard desktop | 3:2 main/sidebar balance |
|
||||
| 1100px | Tablet/narrow | Single column transition, pill appears |
|
||||
| 900px | Small tablet | Tighter spacing, smaller numerals |
|
||||
| 600px | Phone portrait | Stacked layout, no numeral gutter |
|
||||
| 375px | Small phone | MRR pill position, bottom sheet |
|
||||
| 780px landscape | Phone landscape | 2-col restored, sidebar visible |
|
||||
|
||||
**Theme matrix:** Dark (default), Light, Glass, 70s Retro
|
||||
**Total test grid:** 7 breakpoints × 4 themes = 28 combinations
|
||||
|
||||
### Option B: Feature Work
|
||||
- JSON quote import (load a previously exported .json file)
|
||||
- Enhanced print/PDF with more layout control
|
||||
- Sidebar focus mode refinements
|
||||
- Additional nudge logic
|
||||
- Any specific feature requests
|
||||
|
||||
### Option C: Code Quality Pass
|
||||
- Dead code removal across all modules
|
||||
- CSS deduplication audit
|
||||
- Magic number → token migration in components.css
|
||||
- Mobile sync map completeness verification
|
||||
- Export template class reference audit
|
||||
|
||||
### Option D: Test Coverage Expansion
|
||||
- Add DOM rendering tests (sidebar values match calculations)
|
||||
- Add persistence round-trip tests
|
||||
- Add export schema validation tests
|
||||
- Increase from 88 to 120+ tests
|
||||
|
||||
---
|
||||
|
||||
## PRICING REFERENCE
|
||||
|
||||
```
|
||||
Users: M365 $140 (m2m) / $130 (annual) | BYOL $110
|
||||
ExtHrs +$25 | 1PWM +$9 | INKY +$8 | ZT +$55
|
||||
Endpoints: $35/ea | USB +$4 | BMB +$25
|
||||
Servers: $120/ea
|
||||
ZT Net: $25/seat | $100/router
|
||||
Admin: Floor $150 | Threshold $650 | ZT supplement +$250 | 1PWM 10%
|
||||
VoIP: Basic $28 | Standard $35 | Premium $45 | Phone +$15 | Fax +$10
|
||||
Discounts: m2m 0% | 12mo 3% + 50% off onboarding | 24mo 5% + complimentary
|
||||
HST: 13% (Ontario)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## WHAT WAS DONE IN PHASE 5 (for context)
|
||||
|
||||
| Fix | Change |
|
||||
|-----|--------|
|
||||
| `aria-expanded` on toggles | 12 section/collapsible headers in HTML + JS dynamic update |
|
||||
| Focus trap on reset modal | Tab cycles within modal when open |
|
||||
| `aria-label` on steppers | All 12 +/- buttons have descriptive labels |
|
||||
| Glass mobile scroll | `background-attachment: scroll` at ≤1100px |
|
||||
| Mobile sync guard | Skips sync on desktop when panel closed; forces sync on open |
|
||||
| Sync map gaps | Added `sidebarFocusClientName`, `sl-discount-detail`, `sl-value-onboarding-label` |
|
||||
| FA icons invisible on `file://` | All 36 Sharp Solid SVG file refs → inline `data:image/svg+xml` URIs in components.css |
|
||||
|
||||
---
|
||||
|
||||
## VERIFICATION COMMAND
|
||||
|
||||
```
|
||||
node svsmspcalc/tests/test-quote-engine.js
|
||||
```
|
||||
|
||||
88 tests, zero dependencies. Run after any pricing/engine/render changes.
|
||||
|
||||
---
|
||||
|
||||
## CONTEXT MANAGEMENT
|
||||
|
||||
After completing work:
|
||||
- Update `docs/CHECKPOINT.md` with results
|
||||
- If context is heavy, create `docs/STAGE4-SESSION-PROMPT.md` for the next chat
|
||||
- Keep this document chain as the canonical handoff mechanism
|
||||
186
docs/STAGE4-SESSION-PROMPT.md
Normal file
186
docs/STAGE4-SESSION-PROMPT.md
Normal file
@@ -0,0 +1,186 @@
|
||||
# SVS MSP CALC — STAGE 4 SESSION PROMPT
|
||||
# Post-Beta Feature & QA Sprint
|
||||
# Generated: 2026-03-15
|
||||
|
||||
---
|
||||
|
||||
## WHERE WE ARE
|
||||
|
||||
**Beta build: COMPLETE.** Sections I–III are production-quality.
|
||||
**Accessibility/performance audit: COMPLETE.** Phase 5 fixes applied.
|
||||
**Code quality pass: COMPLETE.** Phase 6 — hardcoded colors tokenized, CSS deduped, dead code removed.
|
||||
**Tests:** 254/254 passing.
|
||||
**Sections IV–VI:** Intentionally deferred as placeholders — do not activate.
|
||||
|
||||
### Completed Stages
|
||||
- **Stage 1** — Discovery audit (codebase mapping, doc generation)
|
||||
- **Stage 2** — Beta build (Phases 1–4: bug fixes, visual polish, UX hardening, docs/QA)
|
||||
- **Phase 5** — Accessibility/performance audit (aria-expanded, focus traps, stepper labels, glass scroll fix, mobile sync optimization)
|
||||
- **Phase 5b** — Font Awesome icon fix (inline data URIs for file:// protocol)
|
||||
- **Stage 3 / Phase 6** — Code quality pass (new `--sky` + `--transition-fast` tokens, button CSS dedup, hardcoded colors → color-mix(), dead null-check removed)
|
||||
|
||||
---
|
||||
|
||||
## START EVERY SESSION BY READING
|
||||
|
||||
1. `svsmspcalc/docs/CHECKPOINT.md` — current status, all completed work
|
||||
2. `svsmspcalc/docs/MASTER-SESSION-PROMPT.md` — full architecture, constraints, priorities
|
||||
3. `svsmspcalc/docs/QUICK-REF.md` — compact file map, DOM IDs, pricing, danger zones
|
||||
4. This file — session goals and context
|
||||
|
||||
---
|
||||
|
||||
## PROJECT SNAPSHOT
|
||||
|
||||
**App:** SVS MSP CALC — live quote/pricing calculator for SVS Managed Services
|
||||
**Type:** Static HTML + Vanilla JS + Modular CSS (no frameworks, no build tools, no npm)
|
||||
**Used by:** SVS sales team, live on screen during prospect calls
|
||||
|
||||
### Architecture
|
||||
```
|
||||
svsmspcalc/
|
||||
├── SVS-MSP-Calculator.html # Stable HTML shell (65KB)
|
||||
├── SVS-MSP-Calculator.js # Orchestration (350 lines)
|
||||
├── quote-engine.js # Pure quote math (197 lines)
|
||||
├── quote-pricing.js # Pricing defaults + CSV override (134 lines)
|
||||
├── quote-render.js # DOM rendering + nudges (729 lines)
|
||||
├── quote-persistence.js # localStorage save/restore (225 lines)
|
||||
├── quote-export.js # Print/PDF + JSON export (299 lines)
|
||||
├── quote-import.js # JSON quote import (50 lines)
|
||||
├── theme-manager.js # 4-theme switching (121 lines)
|
||||
├── mobile-sync.js # Mobile panel sync (275 lines)
|
||||
├── SVS-MSP-Calculator.css # Manifest (@imports all CSS)
|
||||
├── SVS-MSP-Calculator-tokens.css # Design tokens + CSS vars
|
||||
├── SVS-MSP-Calculator-base.css # Global chrome
|
||||
├── SVS-MSP-Calculator-layout.css # Grid, header, main/sidebar
|
||||
├── SVS-MSP-Calculator-components.css # Section cards, controls, sidebar (66KB)
|
||||
├── SVS-MSP-Calculator-responsive.css # Viewport/container overrides (16KB)
|
||||
├── SVS-MSP-Calculator-print.css # Print-specific rules
|
||||
├── SVS-MSP-Calculator-light.css # Light theme overrides
|
||||
├── SVS-MSP-Calculator-glass.css # Glass theme (glassmorphism)
|
||||
├── SVS-MSP-Calculator-70retro.css # 70s Retro theme overrides
|
||||
├── package-prices.csv # Overrideable pricing (31 rows)
|
||||
├── tests/
|
||||
│ └── test-quote-engine.js # 254 tests (Node.js, zero deps)
|
||||
└── docs/
|
||||
├── CHECKPOINT.md # Build status checkpoint
|
||||
├── MASTER-SESSION-PROMPT.md # Full architecture brief
|
||||
├── QUICK-REF.md # Compact reference
|
||||
├── README.md
|
||||
├── code-verification.md # Known-good baseline
|
||||
├── phase-roadmap.md # Phase status
|
||||
├── quote-rules.md # Business logic rules
|
||||
├── regression-checklist.md # Test procedures
|
||||
├── STAGE3-SESSION-PROMPT.md # Previous stage prompt
|
||||
└── STAGE4-SESSION-PROMPT.md # This file
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## HARD CONSTRAINTS (NON-NEGOTIABLE)
|
||||
|
||||
1. DOM IDs are a contract — renaming breaks mobile sync (100+ pairs)
|
||||
2. 254 tests must pass: `node svsmspcalc/tests/test-quote-engine.js`
|
||||
3. localStorage keys unchanged: `svs-msp-quote-v1`, `svs-msp-quote-ref`
|
||||
4. All 4 themes must work after every change
|
||||
5. Mobile parity maintained
|
||||
6. Print/PDF tested after CSS changes
|
||||
7. No frameworks, no npm — vanilla only
|
||||
8. Surgical changes only — read before editing
|
||||
9. Sections IV–VI are placeholders — do not activate or build out
|
||||
|
||||
---
|
||||
|
||||
## STAGE 4 GOALS — Choose priorities from this menu:
|
||||
|
||||
### Option A: Browser-Based Manual QA
|
||||
Full visual/functional walkthrough at all breakpoints × 4 themes.
|
||||
Requires user to open the app in a browser and share screenshots or describe issues.
|
||||
|
||||
**Breakpoint matrix:**
|
||||
| Width | Context | Key checks |
|
||||
|-------|---------|------------|
|
||||
| 1800px+ | Wide desktop | Max-width constraint, sidebar positioning |
|
||||
| 1400px | Standard desktop | 3:2 main/sidebar balance |
|
||||
| 1100px | Tablet/narrow | Single column transition, pill appears |
|
||||
| 900px | Small tablet | Tighter spacing, smaller numerals |
|
||||
| 600px | Phone portrait | Stacked layout, no numeral gutter |
|
||||
| 375px | Small phone | MRR pill position, bottom sheet |
|
||||
| 780px landscape | Phone landscape | 2-col restored, sidebar visible |
|
||||
|
||||
**Theme matrix:** Dark (default), Light, Glass, 70s Retro
|
||||
**Total test grid:** 7 breakpoints × 4 themes = 28 combinations
|
||||
|
||||
### Option B: Feature Work
|
||||
- **JSON quote import** — load a previously exported .json file back into the calculator
|
||||
- **Enhanced print/PDF** — more layout control, optional cover page, save-as-PDF flow
|
||||
- **Sidebar focus mode refinements** — expand/collapse behavior, keyboard shortcuts
|
||||
- **Additional nudge logic** — new contextual nudges based on quote configuration
|
||||
- **Any specific feature requests**
|
||||
|
||||
### Option C: Test Coverage Expansion — DONE
|
||||
- ~~Add persistence round-trip tests~~ ✓ (6 tests)
|
||||
- ~~Add export schema validation tests~~ ✓ (18 tests)
|
||||
- ~~Add pricing integrity + engine edge cases~~ ✓ (89 tests)
|
||||
- ~~Add import mapping + invariant tests~~ ✓ (36 tests)
|
||||
- **Result: 88 → 250 tests (162 new)**
|
||||
- Remaining: DOM rendering tests (requires JSDOM), theme token tests
|
||||
|
||||
### Option D: Further Code Quality
|
||||
- Spacing magic numbers → token migration (95+ instances of 14px/16px/20px)
|
||||
- `--transition-fast` token adoption across components.css (remaining 0.15s instances)
|
||||
- CSS selector specificity audit
|
||||
- Print CSS hardening
|
||||
|
||||
---
|
||||
|
||||
## WHAT WAS DONE IN PHASE 6 (for context)
|
||||
|
||||
| Fix | Change |
|
||||
|-----|--------|
|
||||
| `--sky` token | New per-theme accent for import button: Dark `#38bdf8`, Light `#0e7490`, Glass `#7dd3fc`, Retro `#a34a14` |
|
||||
| `--transition-fast` token | `0.15s` — used in layout.css button transitions |
|
||||
| Button CSS dedup | `.btn-reset-quote` + `.btn-import-quote` merged into grouped selector (10 duplicate properties removed) |
|
||||
| Hardcoded colors → tokens | 8 hardcoded rgba/hex values replaced with `var(--sky)`, `var(--amber)`, and `color-mix()` across 4 theme files |
|
||||
| Dead null-check | `nudgeIndex == null ||` removed from quote-render.js (variable always initialized) |
|
||||
|
||||
**Audit documented (not acted on):**
|
||||
- `fmt()` duplication in render/export (intentional IIFE isolation)
|
||||
- Spacing magic numbers (too many touchpoints)
|
||||
- `console.warn()` statements (intentional error reporting)
|
||||
- No dead functions/exports found across all 8 JS modules
|
||||
|
||||
---
|
||||
|
||||
## PRICING REFERENCE
|
||||
|
||||
```
|
||||
Users: M365 $140 (m2m) / $130 (annual) | BYOL $110
|
||||
ExtHrs +$25 | 1PWM +$9 | INKY +$8 | ZT +$55
|
||||
Endpoints: $35/ea | USB +$4 | BMB +$25
|
||||
Servers: $120/ea
|
||||
ZT Net: $25/seat | $100/router
|
||||
Admin: Floor $150 | Threshold $650 | ZT supplement +$250 | 1PWM 10%
|
||||
VoIP: Basic $28 | Standard $35 | Premium $45 | Phone +$15 | Fax +$10
|
||||
Discounts: m2m 0% | 12mo 3% + 50% off onboarding | 24mo 5% + complimentary
|
||||
HST: 13% (Ontario)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## VERIFICATION COMMAND
|
||||
|
||||
```
|
||||
node svsmspcalc/tests/test-quote-engine.js
|
||||
```
|
||||
|
||||
254 tests, zero dependencies. Run after any pricing/engine/render changes.
|
||||
|
||||
---
|
||||
|
||||
## CONTEXT MANAGEMENT
|
||||
|
||||
After completing work:
|
||||
- Update `docs/CHECKPOINT.md` with results
|
||||
- If context is heavy, create `docs/STAGE5-SESSION-PROMPT.md` for the next chat
|
||||
- Keep this document chain as the canonical handoff mechanism
|
||||
193
docs/STAGE5-SESSION-PROMPT.md
Normal file
193
docs/STAGE5-SESSION-PROMPT.md
Normal file
@@ -0,0 +1,193 @@
|
||||
# SVS MSP CALC — STAGE 5 SESSION PROMPT
|
||||
# Post-Feature Sprint — QA, Polish & Next Features
|
||||
# Generated: 2026-03-15
|
||||
|
||||
---
|
||||
|
||||
## WHERE WE ARE
|
||||
|
||||
**Beta build: COMPLETE.** Sections I–III are production-quality.
|
||||
**Accessibility/performance audit: COMPLETE.** Phase 5 fixes applied.
|
||||
**Code quality pass: COMPLETE.** Phase 6 — hardcoded colors tokenized, CSS deduped, dead code removed.
|
||||
**Test expansion: COMPLETE.** Phase 7 — 88 → 254 tests (pricing integrity, edge cases, export schema, persistence, import round-trip, invariants).
|
||||
**Enhanced Print/PDF: COMPLETE.** Phase 8 — rep name, notes field, validity date, page breaks, CYA "Not Included" section.
|
||||
**Tests:** 254/254 passing.
|
||||
**Sections IV–VI:** Intentionally deferred as placeholders — do not activate.
|
||||
|
||||
### Completed Stages
|
||||
- **Stage 1** — Discovery audit (codebase mapping, doc generation)
|
||||
- **Stage 2** — Beta build (Phases 1–4: bug fixes, visual polish, UX hardening, docs/QA)
|
||||
- **Phase 5** — Accessibility/performance audit (aria-expanded, focus traps, stepper labels, glass scroll fix, mobile sync optimization)
|
||||
- **Phase 5b** — Font Awesome icon fix (inline data URIs for file:// protocol)
|
||||
- **Stage 3 / Phase 6** — Code quality pass (new `--sky` + `--transition-fast` tokens, button CSS dedup, hardcoded colors → color-mix(), dead null-check removed)
|
||||
- **Stage 4 / Phase 7** — Test expansion (88 → 254 tests across 6 categories)
|
||||
- **Stage 4 / Phase 8** — Enhanced Print/PDF (rep name, notes, validity date, page breaks, CYA section, JSON schema v1.1)
|
||||
|
||||
---
|
||||
|
||||
## START EVERY SESSION BY READING
|
||||
|
||||
1. `svsmspcalc/docs/CHECKPOINT.md` — current status, all completed work
|
||||
2. `svsmspcalc/docs/MASTER-SESSION-PROMPT.md` — full architecture, constraints, priorities
|
||||
3. `svsmspcalc/docs/QUICK-REF.md` — compact file map, DOM IDs, pricing, danger zones
|
||||
4. This file — session goals and context
|
||||
|
||||
---
|
||||
|
||||
## PROJECT SNAPSHOT
|
||||
|
||||
**App:** SVS MSP CALC — live quote/pricing calculator for SVS Managed Services
|
||||
**Type:** Static HTML + Vanilla JS + Modular CSS (no frameworks, no build tools, no npm)
|
||||
**Used by:** SVS sales team, live on screen during prospect calls
|
||||
|
||||
### Architecture
|
||||
```
|
||||
svsmspcalc/
|
||||
├── SVS-MSP-Calculator.html # Stable HTML shell (65KB)
|
||||
├── SVS-MSP-Calculator.js # Orchestration (350 lines)
|
||||
├── quote-engine.js # Pure quote math (197 lines)
|
||||
├── quote-pricing.js # Pricing defaults + CSV override (134 lines)
|
||||
├── quote-render.js # DOM rendering + nudges (729 lines)
|
||||
├── quote-persistence.js # localStorage save/restore (237 lines)
|
||||
├── quote-export.js # Print/PDF + JSON export (320 lines)
|
||||
├── quote-import.js # JSON quote import (166 lines)
|
||||
├── theme-manager.js # 4-theme switching (121 lines)
|
||||
├── mobile-sync.js # Mobile panel sync (275 lines)
|
||||
├── SVS-MSP-Calculator.css # Manifest (@imports all CSS)
|
||||
├── SVS-MSP-Calculator-tokens.css # Design tokens + CSS vars
|
||||
├── SVS-MSP-Calculator-base.css # Global chrome
|
||||
├── SVS-MSP-Calculator-layout.css # Grid, header, main/sidebar
|
||||
├── SVS-MSP-Calculator-components.css # Section cards, controls, sidebar (67KB)
|
||||
├── SVS-MSP-Calculator-responsive.css # Viewport/container overrides (16KB)
|
||||
├── SVS-MSP-Calculator-print.css # Print-specific rules
|
||||
├── SVS-MSP-Calculator-light.css # Light theme overrides
|
||||
├── SVS-MSP-Calculator-glass.css # Glass theme (glassmorphism)
|
||||
├── SVS-MSP-Calculator-70retro.css # 70s Retro theme overrides
|
||||
├── package-prices.csv # Overrideable pricing (31 rows)
|
||||
├── tests/
|
||||
│ └── test-quote-engine.js # 254 tests (Node.js, zero deps)
|
||||
└── docs/
|
||||
├── CHECKPOINT.md # Build status checkpoint
|
||||
├── MASTER-SESSION-PROMPT.md # Full architecture brief
|
||||
├── QUICK-REF.md # Compact reference
|
||||
├── README.md
|
||||
├── code-verification.md # Known-good baseline
|
||||
├── phase-roadmap.md # Phase status
|
||||
├── quote-rules.md # Business logic rules
|
||||
├── regression-checklist.md # Test procedures
|
||||
├── STAGE3-SESSION-PROMPT.md # Stage 3 prompt
|
||||
├── STAGE4-SESSION-PROMPT.md # Stage 4 prompt
|
||||
└── STAGE5-SESSION-PROMPT.md # This file
|
||||
```
|
||||
|
||||
### New in Phase 8 (Print/PDF Enhancements)
|
||||
- **`id="repName"`** — text input below client name ("Prepared by"), persisted + exported
|
||||
- **`id="quoteNotes"`** — textarea in sidebar before export buttons, persisted + exported
|
||||
- **Print invoice** now includes: rep name in header/footer, notes section, computed "Valid until" date, page-break-safe tables, split config (included vs. "Not Included" CYA section)
|
||||
- **JSON export schema** bumped to `v1.1` — new `repName` and `quoteNotes` fields
|
||||
- **JSON import** handles new fields (backward-compatible with v1.0)
|
||||
|
||||
---
|
||||
|
||||
## HARD CONSTRAINTS (NON-NEGOTIABLE)
|
||||
|
||||
1. DOM IDs are a contract — renaming breaks mobile sync (100+ pairs)
|
||||
2. 254 tests must pass: `node svsmspcalc/tests/test-quote-engine.js`
|
||||
3. localStorage keys unchanged: `svs-msp-quote-v1`, `svs-msp-quote-ref`
|
||||
4. All 4 themes must work after every change
|
||||
5. Mobile parity maintained
|
||||
6. Print/PDF tested after CSS changes
|
||||
7. No frameworks, no npm — vanilla only
|
||||
8. Surgical changes only — read before editing
|
||||
9. Sections IV–VI are placeholders — do not activate or build out
|
||||
|
||||
---
|
||||
|
||||
## STAGE 5 GOALS — Choose priorities from this menu:
|
||||
|
||||
### Option A: Browser-Based Manual QA
|
||||
Full visual/functional walkthrough at all breakpoints × 4 themes.
|
||||
Requires user to open the app in a browser and share screenshots or describe issues.
|
||||
|
||||
**Breakpoint matrix:**
|
||||
| Width | Context | Key checks |
|
||||
|-------|---------|------------|
|
||||
| 1800px+ | Wide desktop | Max-width constraint, sidebar positioning |
|
||||
| 1400px | Standard desktop | 3:2 main/sidebar balance |
|
||||
| 1100px | Tablet/narrow | Single column transition, pill appears |
|
||||
| 900px | Small tablet | Tighter spacing, smaller numerals |
|
||||
| 600px | Phone portrait | Stacked layout, no numeral gutter |
|
||||
| 375px | Small phone | MRR pill position, bottom sheet |
|
||||
| 780px landscape | Phone landscape | 2-col restored, sidebar visible |
|
||||
|
||||
**Theme matrix:** Dark (default), Light, Glass, 70s Retro
|
||||
**Total test grid:** 7 breakpoints × 4 themes = 28 combinations
|
||||
|
||||
### Option B: Feature Work
|
||||
- **Sidebar keyboard shortcuts** — Ctrl+P print, Ctrl+E export, Ctrl+R reset, Escape close focus mode
|
||||
- **Additional nudge logic** — new contextual nudges (e.g. "no endpoints but users set", "VoIP seats ≠ user count", high admin-to-MRR ratio)
|
||||
- **Any specific feature requests**
|
||||
|
||||
### Option C: Further Code Quality
|
||||
- Spacing magic numbers → token migration (95+ instances of 14px/16px/20px)
|
||||
- `--transition-fast` token adoption across components.css (remaining 0.15s instances)
|
||||
- CSS selector specificity audit
|
||||
- Print CSS hardening
|
||||
|
||||
---
|
||||
|
||||
## WHAT WAS DONE IN PHASES 7–8 (for context)
|
||||
|
||||
### Phase 7: Test Expansion
|
||||
| Group | Tests | Coverage |
|
||||
|-------|-------|----------|
|
||||
| Pricing DEFAULTS integrity | 34 | Key existence, types, spec values, frozen, ordering |
|
||||
| Engine edge cases | 55 | Admin thresholds, 100-user scale, string coercion, invalid inputs, VoIP/ZT edge cases |
|
||||
| Export JSON schema | 22 | Payload structure, field types, version, labels, pricing sub-object, new fields |
|
||||
| Persistence state shape | 6 | JSON round-trip, engine compatibility, zero-state |
|
||||
| Import payload mapping | 12 | Term reverse-map, export→import→engine round-trip |
|
||||
| Quote output invariants | 24 | 6 configs × 4 invariants |
|
||||
|
||||
### Phase 8: Enhanced Print/PDF
|
||||
| # | Enhancement | Details |
|
||||
|---|------------|---------|
|
||||
| P1 | Notes field | `<textarea id="quoteNotes">` — sidebar, persisted, exported, printed |
|
||||
| P2 | Validity date | "Valid until [computed date]" in print footer |
|
||||
| P3 | Page breaks | `page-break-inside:avoid` on tables, totals, notes |
|
||||
| P4 | Rep name | `<input id="repName">` — persisted, exported, in print header + footer |
|
||||
| P5 | CYA section | Active features prominent; excluded in muted "Services Not Included in This Quote" section |
|
||||
|
||||
---
|
||||
|
||||
## PRICING REFERENCE
|
||||
|
||||
```
|
||||
Users: M365 $140 (m2m) / $130 (annual) | BYOL $110
|
||||
ExtHrs +$25 | 1PWM +$9 | INKY +$8 | ZT +$55
|
||||
Endpoints: $35/ea | USB +$4 | BMB +$25
|
||||
Servers: $120/ea
|
||||
ZT Net: $25/seat | $100/router
|
||||
Admin: Floor $150 | Threshold $650 | ZT supplement +$250 | 1PWM 10%
|
||||
VoIP: Basic $28 | Standard $35 | Premium $45 | Phone +$15 | Fax +$10
|
||||
Discounts: m2m 0% | 12mo 3% + 50% off onboarding | 24mo 5% + complimentary
|
||||
HST: 13% (Ontario)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## VERIFICATION COMMAND
|
||||
|
||||
```
|
||||
node svsmspcalc/tests/test-quote-engine.js
|
||||
```
|
||||
|
||||
254 tests, zero dependencies. Run after any pricing/engine/render changes.
|
||||
|
||||
---
|
||||
|
||||
## CONTEXT MANAGEMENT
|
||||
|
||||
After completing work:
|
||||
- Update `docs/CHECKPOINT.md` with results
|
||||
- If context is heavy, create `docs/STAGE6-SESSION-PROMPT.md` for the next chat
|
||||
- Keep this document chain as the canonical handoff mechanism
|
||||
162
docs/STAGE6-SESSION-PROMPT.md
Normal file
162
docs/STAGE6-SESSION-PROMPT.md
Normal file
@@ -0,0 +1,162 @@
|
||||
# SVS MSP CALC — STAGE 6 SESSION PROMPT
|
||||
# Post-QA — Feature Work & Remaining Polish
|
||||
# Generated: 2026-03-15
|
||||
|
||||
---
|
||||
|
||||
## WHERE WE ARE
|
||||
|
||||
**Beta build: COMPLETE.** Sections I–III are production-quality.
|
||||
**Phases 1–8: COMPLETE.** Bug fixes, visual polish, UX hardening, docs/QA, a11y/perf, code quality, test expansion, print enhancements.
|
||||
**Phase 9 / Stage 5: COMPLETE.** Visual QA across 3 breakpoints × 4 themes — Dark/Light/Glass all clean. Retro theme overhauled from muddy brown → warm paper + hot rose/teal cyberpunk accents.
|
||||
**Tests:** 254/254 passing.
|
||||
**Sections IV–VI:** Intentionally deferred as placeholders — do not activate.
|
||||
|
||||
### Completed Stages
|
||||
- **Stage 1** — Discovery audit (codebase mapping, doc generation)
|
||||
- **Stage 2** — Beta build (Phases 1–4: bug fixes, visual polish, UX hardening, docs/QA)
|
||||
- **Phase 5** — Accessibility/performance audit + Font Awesome icon fix
|
||||
- **Stage 3 / Phase 6** — Code quality pass (tokens, CSS dedup, dead code)
|
||||
- **Stage 4 / Phase 7** — Test expansion (88 → 254 tests)
|
||||
- **Stage 4 / Phase 8** — Enhanced Print/PDF (rep name, notes, validity date, page breaks, CYA section)
|
||||
- **Stage 5 / Phase 9** — Visual QA (3 breakpoints × 4 themes) + Retro theme overhaul
|
||||
|
||||
---
|
||||
|
||||
## START EVERY SESSION BY READING
|
||||
|
||||
1. `svsmspcalc/docs/CHECKPOINT.md` — current status, all completed work
|
||||
2. `svsmspcalc/docs/MASTER-SESSION-PROMPT.md` — full architecture, constraints, priorities
|
||||
3. `svsmspcalc/docs/QUICK-REF.md` — compact file map, DOM IDs, pricing, danger zones
|
||||
4. This file — session goals and context
|
||||
|
||||
---
|
||||
|
||||
## PROJECT SNAPSHOT
|
||||
|
||||
**App:** SVS MSP CALC — live quote/pricing calculator for SVS Managed Services
|
||||
**Type:** Static HTML + Vanilla JS + Modular CSS (no frameworks, no build tools, no npm)
|
||||
**Used by:** SVS sales team, live on screen during prospect calls
|
||||
|
||||
### Architecture
|
||||
```
|
||||
svsmspcalc/
|
||||
├── SVS-MSP-Calculator.html # Stable HTML shell (65KB)
|
||||
├── SVS-MSP-Calculator.js # Orchestration (350 lines)
|
||||
├── quote-engine.js # Pure quote math (197 lines)
|
||||
├── quote-pricing.js # Pricing defaults + CSV override (134 lines)
|
||||
├── quote-render.js # DOM rendering + nudges (729 lines)
|
||||
├── quote-persistence.js # localStorage save/restore (237 lines)
|
||||
├── quote-export.js # Print/PDF + JSON export (320 lines)
|
||||
├── quote-import.js # JSON quote import (166 lines)
|
||||
├── theme-manager.js # 4-theme switching (121 lines)
|
||||
├── mobile-sync.js # Mobile panel sync (275 lines)
|
||||
├── SVS-MSP-Calculator.css # Manifest (@imports all CSS)
|
||||
├── SVS-MSP-Calculator-tokens.css # Design tokens + CSS vars
|
||||
├── SVS-MSP-Calculator-base.css # Global chrome
|
||||
├── SVS-MSP-Calculator-layout.css # Grid, header, main/sidebar
|
||||
├── SVS-MSP-Calculator-components.css # Section cards, controls, sidebar (67KB)
|
||||
├── SVS-MSP-Calculator-responsive.css # Viewport/container overrides (16KB)
|
||||
├── SVS-MSP-Calculator-print.css # Print-specific rules
|
||||
├── SVS-MSP-Calculator-light.css # Light theme overrides
|
||||
├── SVS-MSP-Calculator-glass.css # Glass theme (glassmorphism)
|
||||
├── SVS-MSP-Calculator-70retro.css # Retro Cyberpunk theme (paper + hot rose/teal)
|
||||
├── package-prices.csv # Overrideable pricing (31 rows)
|
||||
├── tests/
|
||||
│ └── test-quote-engine.js # 254 tests (Node.js, zero deps)
|
||||
└── docs/
|
||||
├── CHECKPOINT.md # Build status checkpoint
|
||||
├── MASTER-SESSION-PROMPT.md # Full architecture brief
|
||||
├── QUICK-REF.md # Compact reference
|
||||
├── README.md
|
||||
├── code-verification.md # Known-good baseline
|
||||
├── phase-roadmap.md # Phase status
|
||||
├── quote-rules.md # Business logic rules
|
||||
├── regression-checklist.md # Test procedures
|
||||
└── STAGE6-SESSION-PROMPT.md # This file
|
||||
```
|
||||
|
||||
### Retro Theme Status (Phase 9)
|
||||
- Overhauled from 70s wood-panel brown → warm paper + cyberpunk neon-warm accents
|
||||
- Accent: hot rose `#e11d48` | Teal: `#0d9488` | Header: warm charcoal `#1c1317`
|
||||
- Logo SVG fix: `.top-bar-logo path { fill: #f0e4d0 }` overrides hardcoded black
|
||||
- **User noted:** full design polish deferred — current version is functional placeholder
|
||||
- Retro theme not yet QA'd at all 7 breakpoints
|
||||
|
||||
---
|
||||
|
||||
## HARD CONSTRAINTS (NON-NEGOTIABLE)
|
||||
|
||||
1. DOM IDs are a contract — renaming breaks mobile sync (100+ pairs)
|
||||
2. 254 tests must pass: `node svsmspcalc/tests/test-quote-engine.js`
|
||||
3. localStorage keys unchanged: `svs-msp-quote-v1`, `svs-msp-quote-ref`
|
||||
4. All 4 themes must work after every change
|
||||
5. Mobile parity maintained
|
||||
6. Print/PDF tested after CSS changes
|
||||
7. No frameworks, no npm — vanilla only
|
||||
8. Surgical changes only — read before editing
|
||||
9. Sections IV–VI are placeholders — do not activate or build out
|
||||
|
||||
---
|
||||
|
||||
## STAGE 6 GOALS — Choose priorities from this menu:
|
||||
|
||||
### Option A: Remaining Visual QA
|
||||
Complete the breakpoint matrix for retro theme + remaining breakpoints:
|
||||
| Width | Context |
|
||||
|-------|---------|
|
||||
| 900px | Small tablet |
|
||||
| 600px | Phone portrait |
|
||||
| 375px | Small phone |
|
||||
| 780px landscape | Phone landscape |
|
||||
|
||||
### Option B: Feature Work
|
||||
- **Sidebar keyboard shortcuts** — Ctrl+P print, Ctrl+E export, Ctrl+R reset, Escape close focus mode
|
||||
- **Additional nudge logic** — new contextual nudges (e.g. "no endpoints but users set", "VoIP seats ≠ user count", high admin-to-MRR ratio)
|
||||
- **Any specific feature requests from the user**
|
||||
|
||||
### Option C: Further Code Quality
|
||||
- Spacing magic numbers → token migration (95+ instances of 14px/16px/20px)
|
||||
- `--transition-fast` token adoption across components.css
|
||||
- CSS selector specificity audit
|
||||
- Print CSS hardening
|
||||
|
||||
### Option D: Retro Theme Full Design Pass
|
||||
- Complete cyberpunk aesthetic overhaul with user collaboration
|
||||
- Color refinement, contrast tuning, component-level styling
|
||||
- Full breakpoint QA after design is finalized
|
||||
|
||||
---
|
||||
|
||||
## PRICING REFERENCE
|
||||
|
||||
```
|
||||
Users: M365 $140 (m2m) / $130 (annual) | BYOL $110
|
||||
ExtHrs +$25 | 1PWM +$9 | INKY +$8 | ZT +$55
|
||||
Endpoints: $35/ea | USB +$4 | BMB +$25
|
||||
Servers: $120/ea
|
||||
ZT Net: $25/seat | $100/router
|
||||
Admin: Floor $150 | Threshold $650 | ZT supplement +$250 | 1PWM 10%
|
||||
VoIP: Basic $28 | Standard $35 | Premium $45 | Phone +$15 | Fax +$10
|
||||
Discounts: m2m 0% | 12mo 3% + 50% off onboarding | 24mo 5% + complimentary
|
||||
HST: 13% (Ontario)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## VERIFICATION COMMAND
|
||||
|
||||
```
|
||||
node svsmspcalc/tests/test-quote-engine.js
|
||||
```
|
||||
|
||||
254 tests, zero dependencies. Run after any pricing/engine/render changes.
|
||||
|
||||
---
|
||||
|
||||
## CONTEXT MANAGEMENT
|
||||
|
||||
After completing work:
|
||||
- Update `docs/CHECKPOINT.md` with results
|
||||
- If context is heavy, create `docs/STAGE7-SESSION-PROMPT.md` for the next chat
|
||||
- Keep this document chain as the canonical handoff mechanism
|
||||
166
docs/STAGE7-SESSION-PROMPT.md
Normal file
166
docs/STAGE7-SESSION-PROMPT.md
Normal file
@@ -0,0 +1,166 @@
|
||||
# SVS MSP CALC — STAGE 7 SESSION PROMPT
|
||||
# Post-Elastic — Feature Work & Polish
|
||||
# Generated: 2026-03-15
|
||||
|
||||
---
|
||||
|
||||
## WHERE WE ARE
|
||||
|
||||
**Beta build: COMPLETE.** Sections I–III are production-quality.
|
||||
**Phases 1–9: COMPLETE.** Bug fixes, visual polish, UX hardening, docs/QA, a11y/perf, code quality, test expansion, print enhancements, visual QA.
|
||||
**Phase 10 / Stage 6: COMPLETE.** Elastic responsive foundation — fluid `clamp()` tokens replace 5 fixed breakpoints with 3 structural ones. Max width scales to 2400px for large monitors.
|
||||
**Tests:** 254/254 passing.
|
||||
**Sections IV–VI:** Intentionally deferred as placeholders — do not activate.
|
||||
|
||||
### Completed Stages
|
||||
- **Stage 1** — Discovery audit (codebase mapping, doc generation)
|
||||
- **Stage 2** — Beta build (Phases 1–4: bug fixes, visual polish, UX hardening, docs/QA)
|
||||
- **Phase 5** — Accessibility/performance audit + Font Awesome icon fix
|
||||
- **Stage 3 / Phase 6** — Code quality pass (tokens, CSS dedup, dead code)
|
||||
- **Stage 4 / Phase 7** — Test expansion (88 → 254 tests)
|
||||
- **Stage 4 / Phase 8** — Enhanced Print/PDF (rep name, notes, validity date, page breaks, CYA section)
|
||||
- **Stage 5 / Phase 9** — Visual QA (3 breakpoints × 4 themes) + Retro theme overhaul
|
||||
- **Stage 6 / Phase 10** — Elastic responsive foundation (5 → 3 breakpoints, fluid clamp() tokens, max-width up to 2400px)
|
||||
|
||||
---
|
||||
|
||||
## START EVERY SESSION BY READING
|
||||
|
||||
1. `svsmspcalc/docs/CHECKPOINT.md` — current status, all completed work
|
||||
2. `svsmspcalc/docs/MASTER-SESSION-PROMPT.md` — full architecture, constraints, priorities
|
||||
3. `svsmspcalc/docs/QUICK-REF.md` — compact file map, DOM IDs, pricing, danger zones
|
||||
4. This file — session goals and context
|
||||
|
||||
---
|
||||
|
||||
## PROJECT SNAPSHOT
|
||||
|
||||
**App:** SVS MSP CALC — live quote/pricing calculator for SVS Managed Services
|
||||
**Type:** Static HTML + Vanilla JS + Modular CSS (no frameworks, no build tools, no npm)
|
||||
**Used by:** SVS sales team, live on screen during prospect calls
|
||||
|
||||
### Architecture
|
||||
```
|
||||
svsmspcalc/
|
||||
├── SVS-MSP-Calculator.html # Stable HTML shell (65KB)
|
||||
├── SVS-MSP-Calculator.js # Orchestration (350 lines)
|
||||
├── quote-engine.js # Pure quote math (197 lines)
|
||||
├── quote-pricing.js # Pricing defaults + CSV override (134 lines)
|
||||
├── quote-render.js # DOM rendering + nudges (729 lines)
|
||||
├── quote-persistence.js # localStorage save/restore (237 lines)
|
||||
├── quote-export.js # Print/PDF + JSON export (320 lines)
|
||||
├── quote-import.js # JSON quote import (166 lines)
|
||||
├── theme-manager.js # 4-theme switching (121 lines)
|
||||
├── mobile-sync.js # Mobile panel sync (275 lines)
|
||||
├── SVS-MSP-Calculator.css # Manifest (@imports all CSS)
|
||||
├── SVS-MSP-Calculator-tokens.css # Design tokens + CSS vars (fluid clamp() layout)
|
||||
├── SVS-MSP-Calculator-base.css # Global chrome
|
||||
├── SVS-MSP-Calculator-layout.css # Grid, header, main/sidebar
|
||||
├── SVS-MSP-Calculator-components.css # Section cards, controls, sidebar (67KB)
|
||||
├── SVS-MSP-Calculator-responsive.css # 3 structural breakpoints (1100/600/780L)
|
||||
├── SVS-MSP-Calculator-print.css # Print-specific rules
|
||||
├── SVS-MSP-Calculator-light.css # Light theme overrides
|
||||
├── SVS-MSP-Calculator-glass.css # Glass theme (glassmorphism)
|
||||
├── SVS-MSP-Calculator-70retro.css # Retro Cyberpunk theme (paper + hot rose/teal)
|
||||
├── package-prices.csv # Overrideable pricing (31 rows)
|
||||
├── tests/
|
||||
│ └── test-quote-engine.js # 254 tests (Node.js, zero deps)
|
||||
└── docs/
|
||||
├── CHECKPOINT.md # Build status checkpoint
|
||||
├── MASTER-SESSION-PROMPT.md # Full architecture brief
|
||||
├── QUICK-REF.md # Compact reference
|
||||
├── README.md
|
||||
├── code-verification.md # Known-good baseline
|
||||
├── phase-roadmap.md # Phase status
|
||||
├── quote-rules.md # Business logic rules
|
||||
├── regression-checklist.md # Test procedures
|
||||
└── STAGE7-SESSION-PROMPT.md # This file
|
||||
```
|
||||
|
||||
### Responsive Architecture (Phase 10)
|
||||
- **Fluid tokens** in `tokens.css` — `clamp()` drives all spacing/sizing continuously
|
||||
- **3 structural breakpoints** in `responsive.css`:
|
||||
- `≤1100px` — 2-col grid → 1-col, sidebar → mobile pill/panel
|
||||
- `≤600px` — phone layout shifts (stacking, gutter collapse, touch targets)
|
||||
- `≤780px landscape` — restore 2-col with sticky sidebar
|
||||
- **Width scaling:** 1080p → ~1766px, 1440p → ~2355px, 4K → 2400px cap
|
||||
- No more 1350px or 900px breakpoints — fluid tokens handle the range
|
||||
|
||||
### Retro Theme Status
|
||||
- Overhauled from 70s wood-panel brown → warm paper + cyberpunk neon-warm accents
|
||||
- Accent: hot rose `#e11d48` | Teal: `#0d9488` | Header: warm charcoal `#1c1317`
|
||||
- **User noted:** full design polish deferred — current version is functional placeholder
|
||||
- Retro theme not yet QA'd across all viewport widths
|
||||
|
||||
---
|
||||
|
||||
## HARD CONSTRAINTS (NON-NEGOTIABLE)
|
||||
|
||||
1. DOM IDs are a contract — renaming breaks mobile sync (100+ pairs)
|
||||
2. 254 tests must pass: `node svsmspcalc/tests/test-quote-engine.js`
|
||||
3. localStorage keys unchanged: `svs-msp-quote-v1`, `svs-msp-quote-ref`
|
||||
4. All 4 themes must work after every change
|
||||
5. Mobile parity maintained
|
||||
6. Print/PDF tested after CSS changes
|
||||
7. No frameworks, no npm — vanilla only
|
||||
8. Surgical changes only — read before editing
|
||||
9. Sections IV–VI are placeholders — do not activate or build out
|
||||
|
||||
---
|
||||
|
||||
## STAGE 7 GOALS — Choose priorities from this menu:
|
||||
|
||||
### Option A: Feature Work
|
||||
- **Sidebar keyboard shortcuts** — Ctrl+P print, Ctrl+E export, Ctrl+R reset, Escape close focus mode
|
||||
- **Additional nudge logic** — new contextual nudges (e.g. "no endpoints but users set", "VoIP seats ≠ user count", high admin-to-MRR ratio)
|
||||
- **Any specific feature requests from the user**
|
||||
|
||||
### Option B: Further Code Quality
|
||||
- `--transition-fast` token adoption across components.css
|
||||
- CSS selector specificity audit
|
||||
- Print CSS hardening
|
||||
|
||||
### Option C: Retro Theme Full Design Pass
|
||||
- Complete cyberpunk aesthetic overhaul with user collaboration
|
||||
- Color refinement, contrast tuning, component-level styling
|
||||
- Full viewport QA after design is finalized
|
||||
|
||||
### Option D: Visual QA Sweep
|
||||
- Verify elastic responsive behavior across viewport range (resize from 375px → 2560px)
|
||||
- Confirm all 4 themes render cleanly with new fluid tokens
|
||||
- Test landscape orientation on tablet/phone sizes
|
||||
|
||||
---
|
||||
|
||||
## PRICING REFERENCE
|
||||
|
||||
```
|
||||
Users: M365 $140 (m2m) / $130 (annual) | BYOL $110
|
||||
ExtHrs +$25 | 1PWM +$9 | INKY +$8 | ZT +$55
|
||||
Endpoints: $35/ea | USB +$4 | BMB +$25
|
||||
Servers: $120/ea
|
||||
ZT Net: $25/seat | $100/router
|
||||
Admin: Floor $150 | Threshold $650 | ZT supplement +$250 | 1PWM 10%
|
||||
VoIP: Basic $28 | Standard $35 | Premium $45 | Phone +$15 | Fax +$10
|
||||
Discounts: m2m 0% | 12mo 3% + 50% off onboarding | 24mo 5% + complimentary
|
||||
HST: 13% (Ontario)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## VERIFICATION COMMAND
|
||||
|
||||
```
|
||||
node svsmspcalc/tests/test-quote-engine.js
|
||||
```
|
||||
|
||||
254 tests, zero dependencies. Run after any pricing/engine/render changes.
|
||||
|
||||
---
|
||||
|
||||
## CONTEXT MANAGEMENT
|
||||
|
||||
After completing work:
|
||||
- Update `docs/CHECKPOINT.md` with results
|
||||
- If context is heavy, create `docs/STAGE8-SESSION-PROMPT.md` for the next chat
|
||||
- Keep this document chain as the canonical handoff mechanism
|
||||
167
docs/STAGE9-SESSION-PROMPT.md
Normal file
167
docs/STAGE9-SESSION-PROMPT.md
Normal file
@@ -0,0 +1,167 @@
|
||||
# SVS MSP CALC — STAGE 9 SESSION PROMPT
|
||||
# Next Session
|
||||
# Generated: 2026-03-15
|
||||
|
||||
---
|
||||
|
||||
## WHERE WE ARE
|
||||
|
||||
**Beta build: COMPLETE.** Sections I–III are production-quality.
|
||||
**Phases 1–11 + Stage 8: COMPLETE.** Bug fixes, visual polish, UX hardening, docs/QA, a11y/perf, code quality I & II, test expansion, print enhancements, visual QA, elastic responsive, feature work.
|
||||
**Stage 8 Feature Fixes: COMPLETE.**
|
||||
- Fullscreen live quote view: Print button in sidebar header (Reset/Import/Export JSON hidden)
|
||||
- Toggle switches: distinct off/on colors per theme (`--surface-switch-off`/`--surface-switch-on`)
|
||||
- Pricing: migrated from CSV to JSON (`package-prices.json`)
|
||||
- JSON export/import: already captures all form data including quote notes (schema v1.1)
|
||||
**Tests:** 254/254 passing.
|
||||
**Sections IV–VI:** Intentionally deferred as placeholders — do not activate.
|
||||
|
||||
### Completed Stages
|
||||
- **Stage 1** — Discovery audit (codebase mapping, doc generation)
|
||||
- **Stage 2** — Beta build (Phases 1–4: bug fixes, visual polish, UX hardening, docs/QA)
|
||||
- **Phase 5** — Accessibility/performance audit + Font Awesome icon fix
|
||||
- **Stage 3 / Phase 6** — Code quality pass I (tokens, CSS dedup, dead code)
|
||||
- **Stage 4 / Phase 7** — Test expansion (88 → 254 tests)
|
||||
- **Stage 4 / Phase 8** — Enhanced Print/PDF (rep name, notes, validity date, page breaks, CYA section)
|
||||
- **Stage 5 / Phase 9** — Visual QA (3 breakpoints × 4 themes) + Retro theme overhaul
|
||||
- **Stage 6 / Phase 10** — Elastic responsive foundation (5 → 3 breakpoints, fluid clamp() tokens, max-width up to 2400px)
|
||||
- **Stage 7 / Phase 11** — Feature work: keyboard shortcuts (Ctrl+P/E/R) + 4 new contextual nudges
|
||||
- **Stage 8 / Phase 12** — Code quality pass II: transition tokens, CSS specificity audit, print CSS hardening
|
||||
- **Stage 8 Feature Fixes** — Fullscreen print button fix, toggle switch 2-state themed colors, pricing CSV → JSON migration
|
||||
|
||||
---
|
||||
|
||||
## START EVERY SESSION BY READING
|
||||
|
||||
1. `svsmspcalc/docs/CHECKPOINT.md` — current status, all completed work
|
||||
2. `svsmspcalc/docs/MASTER-SESSION-PROMPT.md` — full architecture, constraints, priorities
|
||||
3. `svsmspcalc/docs/QUICK-REF.md` — compact file map, DOM IDs, pricing, danger zones
|
||||
4. This file — session goals and context
|
||||
|
||||
---
|
||||
|
||||
## PROJECT SNAPSHOT
|
||||
|
||||
**App:** SVS MSP CALC — live quote/pricing calculator for SVS Managed Services
|
||||
**Type:** Static HTML + Vanilla JS + Modular CSS (no frameworks, no build tools, no npm)
|
||||
**Used by:** SVS sales team, live on screen during prospect calls
|
||||
|
||||
### Architecture
|
||||
```
|
||||
svsmspcalc/
|
||||
├── SVS-MSP-Calculator.html # Stable HTML shell (65KB)
|
||||
├── SVS-MSP-Calculator.js # Orchestration + keyboard shortcuts (375 lines)
|
||||
├── quote-engine.js # Pure quote math (197 lines)
|
||||
├── quote-pricing.js # Pricing defaults + JSON override (134 lines)
|
||||
├── quote-render.js # DOM rendering + nudges (760 lines)
|
||||
├── quote-persistence.js # localStorage save/restore (237 lines)
|
||||
├── quote-export.js # Print/PDF + JSON export (320 lines)
|
||||
├── quote-import.js # JSON quote import (166 lines)
|
||||
├── theme-manager.js # 4-theme switching (121 lines)
|
||||
├── mobile-sync.js # Mobile panel sync (275 lines)
|
||||
├── SVS-MSP-Calculator.css # Manifest (@imports all CSS)
|
||||
├── SVS-MSP-Calculator-tokens.css # Design tokens + CSS vars (fluid clamp() layout)
|
||||
├── SVS-MSP-Calculator-base.css # Global chrome
|
||||
├── SVS-MSP-Calculator-layout.css # Grid, header, main/sidebar
|
||||
├── SVS-MSP-Calculator-components.css # Section cards, controls, sidebar (67KB)
|
||||
├── SVS-MSP-Calculator-responsive.css # 3 structural breakpoints (1100/600/780L)
|
||||
├── SVS-MSP-Calculator-print.css # Print-specific rules
|
||||
├── SVS-MSP-Calculator-light.css # Light theme overrides
|
||||
├── SVS-MSP-Calculator-glass.css # Glass theme (glassmorphism)
|
||||
├── SVS-MSP-Calculator-70retro.css # Retro Cyberpunk theme (paper + hot rose/teal)
|
||||
├── package-prices-data.js # Pricing data (edit this to change prices — loaded via <script>)
|
||||
├── package-prices.json # Pricing reference (JSON format, not loaded at runtime)
|
||||
├── package-prices.csv # Legacy pricing reference (not loaded at runtime)
|
||||
├── tests/
|
||||
│ └── test-quote-engine.js # 254 tests (Node.js, zero deps)
|
||||
└── docs/
|
||||
├── CHECKPOINT.md # Build status checkpoint
|
||||
├── MASTER-SESSION-PROMPT.md # Full architecture brief
|
||||
├── QUICK-REF.md # Compact reference
|
||||
├── README.md
|
||||
├── code-verification.md # Known-good baseline
|
||||
├── phase-roadmap.md # Phase status
|
||||
├── quote-rules.md # Business logic rules
|
||||
├── regression-checklist.md # Test procedures
|
||||
├── STAGE8-SESSION-PROMPT.md # Previous stage
|
||||
└── STAGE9-SESSION-PROMPT.md # This file
|
||||
```
|
||||
|
||||
### Pricing Configuration
|
||||
|
||||
Pricing is loaded from `package-prices-data.js` via `<script>` tag (works on `file://` — no web server needed). The loader also has a `fetch()` fallback for web server environments, then falls back to built-in defaults.
|
||||
|
||||
**To update pricing:** Edit `package-prices-data.js` — change the `value` field for any key:
|
||||
```js
|
||||
window.SVS_PRICING_DATA = {
|
||||
"user_packages": {
|
||||
"RATE_M365": { "value": 130, "description": "..." },
|
||||
...
|
||||
},
|
||||
...
|
||||
};
|
||||
```
|
||||
|
||||
Categories: `user_packages`, `user_addons`, `endpoints`, `endpoint_addons`, `zero_trust_network`, `voip`, `site_admin`, `contract_discounts`, `tax`, `vs_comparison`.
|
||||
|
||||
---
|
||||
|
||||
## HARD CONSTRAINTS (NON-NEGOTIABLE)
|
||||
|
||||
1. DOM IDs are a contract — renaming breaks mobile sync (100+ pairs)
|
||||
2. 254 tests must pass: `node svsmspcalc/tests/test-quote-engine.js`
|
||||
3. localStorage keys unchanged: `svs-msp-quote-v1`, `svs-msp-quote-ref`
|
||||
4. All 4 themes must work after every change
|
||||
5. Mobile parity maintained
|
||||
6. Print/PDF tested after CSS changes
|
||||
7. No frameworks, no npm — vanilla only
|
||||
8. Surgical changes only — read before editing
|
||||
9. Sections IV–VI are placeholders — do not activate or build out
|
||||
|
||||
---
|
||||
|
||||
## STAGE 9 GOALS
|
||||
|
||||
_To be determined by the user in the next session._
|
||||
|
||||
Potential areas for continued work:
|
||||
- **Spacing token consolidation** — 150+ magic-number spacings in components.css (deferred from Stage 8)
|
||||
- **Visual QA pass** — Retro theme at all viewport widths + landscape (noted as incomplete in Stage 5)
|
||||
- **Additional feature work** — user-driven
|
||||
- **Test coverage** — additional edge cases or integration-level tests
|
||||
- **Documentation updates** — README, MASTER-SESSION-PROMPT alignment
|
||||
|
||||
---
|
||||
|
||||
## PRICING REFERENCE
|
||||
|
||||
```
|
||||
Users: M365 $140 (m2m) / $130 (annual) | BYOL $110
|
||||
ExtHrs +$25 | 1PWM +$9 | INKY +$8 | ZT +$55
|
||||
Endpoints: $35/ea | USB +$4 | BMB +$25
|
||||
Servers: $120/ea
|
||||
ZT Net: $25/seat | $100/router
|
||||
Admin: Floor $150 | Threshold $650 | ZT supplement +$250 | 1PWM 10%
|
||||
VoIP: Basic $28 | Standard $35 | Premium $45 | Phone +$15 | Fax +$10
|
||||
Discounts: m2m 0% | 12mo 3% + 50% off onboarding | 24mo 5% + complimentary
|
||||
HST: 13% (Ontario)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## VERIFICATION COMMAND
|
||||
|
||||
```
|
||||
node svsmspcalc/tests/test-quote-engine.js
|
||||
```
|
||||
|
||||
254 tests, zero dependencies. Run after any pricing/engine/render changes.
|
||||
|
||||
---
|
||||
|
||||
## CONTEXT MANAGEMENT
|
||||
|
||||
After completing work:
|
||||
- Update `docs/CHECKPOINT.md` with results
|
||||
- If context is heavy, create `docs/STAGE10-SESSION-PROMPT.md` for the next chat
|
||||
- Keep this document chain as the canonical handoff mechanism
|
||||
65
docs/ai-session-brief.md
Normal file
65
docs/ai-session-brief.md
Normal file
@@ -0,0 +1,65 @@
|
||||
# AI Session Brief
|
||||
|
||||
## Mission
|
||||
|
||||
Operate like a senior engineering, UX/UI, QA, and sales-enablement team in one:
|
||||
|
||||
- Senior frontend engineer: minimal safe changes, clean code, strong regression awareness
|
||||
- UX/UI lead: polish, readability, hierarchy, responsive quality, accessibility, and visual restraint
|
||||
- Marketing manager: keep messaging clear, persuasive, professional, and sales-usable
|
||||
|
||||
## Post-startup reminder
|
||||
|
||||
After reading docs, always remind the user:
|
||||
|
||||
> You have an automated quote engine test suite (88 tests). Run anytime:
|
||||
> `node svsmspcalc/tests/test-quote-engine.js`
|
||||
> I can run it for you, or modify it to add new test scenarios.
|
||||
|
||||
## Non-negotiables
|
||||
|
||||
- Inspect existing code before editing
|
||||
- Prefer the smallest safe change
|
||||
- Preserve current behavior unless explicitly asked to change it
|
||||
- Keep the HTML shell and DOM IDs stable unless approved
|
||||
- Preserve calculations, exports, persistence, theme switching, and mobile parity
|
||||
- Avoid broad rewrites, framework changes, or "cleanup for its own sake"
|
||||
- Minimize token waste
|
||||
- Read only the files needed for the task
|
||||
- Treat code quality as production-grade: clear intent, low duplication, safe edge handling, and no casual hacks
|
||||
- Always check for regressions, syntax issues, broken flows, and stale code before calling work done
|
||||
- Run `node svsmspcalc/tests/test-quote-engine.js` after any pricing or engine changes
|
||||
|
||||
## Product bar
|
||||
|
||||
- Sales-facing and professional
|
||||
- Clear, persuasive, and polished rather than flashy
|
||||
- Responsive behavior should feel elastic and harmonious, not breakpoint-fragile
|
||||
- Prefer tokenized or container-based layout fixes over piling on viewport hacks
|
||||
- Light mode should feel comfortable, soft khaki/brown, and high-readability
|
||||
- UI changes should improve both visual quality and sales clarity
|
||||
- Copy should sound confident, concise, and client-facing
|
||||
|
||||
## Current scope guardrails
|
||||
|
||||
- All six sections (I-VI) are structurally active with unified `sec-controls-row` headers
|
||||
- Sections default to collapsed on load; inner collapsibles default to collapsed
|
||||
- Keep docs concise; only append notes that materially speed up future resume work
|
||||
|
||||
## Required validation mindset
|
||||
|
||||
- Run automated tests after pricing/engine changes
|
||||
- Run syntax checks after JS edits
|
||||
- Review for stale references, dead code, and duplicated logic
|
||||
- Assume inline handlers and mobile clone sync can hide dependencies; verify before deleting code
|
||||
- Call out any unverified areas, especially print/PDF, JSON export, persistence, and mobile parity
|
||||
|
||||
## Resume order
|
||||
|
||||
1. Read `docs/README.md`
|
||||
2. Read `docs/phase-roadmap.md`
|
||||
3. Read `docs/code-verification.md`
|
||||
4. Use `docs/quote-rules.md` only if business-rule detail is needed
|
||||
5. Use `docs/regression-checklist.md` only when validating behavior
|
||||
6. Then inspect only the code files relevant to the request
|
||||
7. **Remind user about the test suite** (see Post-startup reminder above)
|
||||
124
docs/code-verification.md
Normal file
124
docs/code-verification.md
Normal file
@@ -0,0 +1,124 @@
|
||||
# Code Verification
|
||||
|
||||
## Latest checkpoint
|
||||
|
||||
- Date: March 15, 2026
|
||||
- Verification: automated quote engine tests (88/88 passing) + visual review
|
||||
- Status: Phases 1–3 complete (bug fixes, visual polish, UX hardening)
|
||||
|
||||
## Automated test suite
|
||||
|
||||
**Location:** `svsmspcalc/tests/test-quote-engine.js`
|
||||
**Run:** `node svsmspcalc/tests/test-quote-engine.js`
|
||||
**Result:** 88 tests passing across 21 test groups
|
||||
|
||||
### What's covered
|
||||
|
||||
| Area | Tests |
|
||||
|------|-------|
|
||||
| M365 vs BYOL rates | User base rates, rate switching |
|
||||
| Admin fee scaling | Floor ($150), minimum ($650), ZT premium ($250), 1Password markup (10%) |
|
||||
| Admin waiver | Fee calculated but excluded from MRR |
|
||||
| User add-ons | Extended Hours, 1Password, INKY, Zero Trust per-user |
|
||||
| Endpoint add-ons | USB Blocking, Bare Metal Backup |
|
||||
| Server pricing | Per-server rate, inclusion in subtotals |
|
||||
| Contract discounts | m2m (0%), 12mo (3%), 24mo (5%) |
|
||||
| HST | 13% applied after discount, disabled = 0, combo with discount |
|
||||
| VoIP | All 3 tiers, phone + fax add-ons |
|
||||
| Zero Trust networking | Seats + routers |
|
||||
| Edge cases | Zero users, per-user breakdowns |
|
||||
| MRR integrity | MRR = sum of components across 5 different configs |
|
||||
| Realistic scenario | Full 22-user quote with all features |
|
||||
|
||||
### How to extend
|
||||
|
||||
- Add `describe()` / `it()` blocks in the test file
|
||||
- Uses `eq(actual, expected, label)` for exact assertions
|
||||
- Uses `near(actual, expected, tolerance, label)` for floating-point
|
||||
- Ask Claude to add tests for new scenarios
|
||||
|
||||
## What is currently known-good
|
||||
|
||||
### Section header redesign (completed this session)
|
||||
- All 6 sections use unified `sec-controls-row` pattern (stepper + badge + price on row 2)
|
||||
- Subtitles moved to row 3, visible only when expanded
|
||||
- Section headers use CSS grid: numeral + title + chevron on row 1
|
||||
- Container query at ≤520px and media query at ≤600px handle small-screen stacking
|
||||
- Cascade order issues resolved (container query overrides placed after base rules)
|
||||
|
||||
### UI/UX changes (completed this session)
|
||||
- ~15-20% spacing optimization across all tokens, layout, components, and responsive CSS
|
||||
- All sections default to collapsed state on load
|
||||
- Inner collapsibles (What's Included, Add-Ons) default to collapsed
|
||||
- "What This Fee Supports" card removed from SEC-01
|
||||
- "Protection First, Recovery Optional" card removed from SEC-03
|
||||
- Progress bar always visible when SEC-01 is collapsed
|
||||
- Floor note restyled to match title font (DM Mono, 12px, uppercase)
|
||||
- Summary badges show price only (no counts — stepper already shows quantity)
|
||||
|
||||
### Print/export changes
|
||||
- Print now respects user's HST toggle (Phase 1 fix — no longer forces HST on)
|
||||
- JSON export includes `version: '1.0'` schema field (Phase 1 addition)
|
||||
- Print CSS hides `sec-controls-row` instead of old `sec-collapsed-counter`
|
||||
|
||||
### Dead code removed
|
||||
- `sec-collapsed-counter` CSS and HTML (replaced by `sec-controls-row`)
|
||||
- `floorProgress` span (right-side threshold text)
|
||||
|
||||
## Runtime areas that must stay intact
|
||||
|
||||
- Quote calculations (now verified by automated tests)
|
||||
- Exports
|
||||
- Local persistence
|
||||
- Theme switching
|
||||
- Mobile quote sync/parity
|
||||
|
||||
### Phase 1 bug fixes (verified)
|
||||
- ADDON_INKY default: $5 → $8 in quote-pricing.js (test expectations updated)
|
||||
- Onboarding fee manual override preserved across term switches (data-manual-value attribute)
|
||||
- VoIP fax CSV comment: "Flat/mo" → "Per seat/mo"
|
||||
- Print HST: now respects user toggle instead of forcing HST on
|
||||
- JSON export: schema version '1.0' added
|
||||
- ZT admin supplement: amber nudge warning when ztActive
|
||||
|
||||
### Phase 2 visual polish (verified)
|
||||
- Hardcoded danger icon color → `var(--text-danger)`
|
||||
- Hardcoded pill-savings active color → `var(--text-pill-savings-active)` (new token in all 4 themes)
|
||||
- All 4 themes fully token-covered for Sections I–III
|
||||
- No remaining hardcoded colors in active section CSS
|
||||
|
||||
### Phase 3 UX hardening (verified)
|
||||
- Smooth theme-switch transition (0.25s crossfade via `.theme-transitioning`)
|
||||
- Nudge crossfade on rotation/nav (180ms fade-out → swap → fade-in)
|
||||
- Summary badge fade-in on collapse (0.25s animation)
|
||||
- Addon toggle micro-feedback (0.2s scale pulse)
|
||||
- Touch targets ≥44px on mobile (close btn, nudge nav, section toggles)
|
||||
- Mobile focus trap in panel (Tab cycles within, focus returns to pill on close)
|
||||
- Safe-area insets for notch phones (pill position, panel padding)
|
||||
|
||||
### Phase 5 accessibility & performance fixes (verified)
|
||||
- `aria-expanded` on all section toggles and collapsible headers (12 elements)
|
||||
- Focus trap on reset confirm modal (Tab cycles within modal)
|
||||
- `aria-label` on all stepper buttons (12 elements: "Decrease/Increase users/endpoints/etc.")
|
||||
- Glass theme `background-attachment: scroll` on mobile (≤1100px) to prevent iOS scroll jank
|
||||
- Mobile sync guard: skips 35+ element sync when panel closed on desktop
|
||||
- Mobile sync gaps fixed: `sidebarFocusClientName`, `sl-discount-detail`, `sl-value-onboarding-label` added to sync map
|
||||
- Full sync forced on `openMobilePanel()` to ensure fresh data
|
||||
|
||||
### Font Awesome icon fix (verified)
|
||||
- All 36 FA Sharp Solid icon references in components.css converted from file paths to inline `data:image/svg+xml` URIs
|
||||
- Icons now render on `file://` protocol without a server
|
||||
- If adding new icons: use inline data URI format, not file path references
|
||||
|
||||
## What still needs caution
|
||||
|
||||
- DOM rendering tests (sidebar values, warnings, mobile sync) are not yet automated
|
||||
- Export/persistence tests are not yet automated
|
||||
|
||||
## Required check standard for future edits
|
||||
|
||||
- After pricing/engine edits: run `node svsmspcalc/tests/test-quote-engine.js`
|
||||
- After JS edits: run syntax checks
|
||||
- After logic edits: review quote math, persistence, export, and mobile parity impact
|
||||
- After sidebar changes: verify the mobile clone/sync map still covers the changed elements
|
||||
- After copy or styling edits in sales-critical areas: check readability and messaging
|
||||
50
docs/phase-roadmap.md
Normal file
50
docs/phase-roadmap.md
Normal file
@@ -0,0 +1,50 @@
|
||||
# Phase Roadmap
|
||||
|
||||
## Status
|
||||
|
||||
All phases complete. Project is in user-driven stage work.
|
||||
|
||||
| Stage | Phase | Work | Status |
|
||||
|-------|-------|------|--------|
|
||||
| 1 | 0 | Discovery audit, codebase mapping, doc generation | Complete |
|
||||
| 2 | 1 | Bug fixes (6 issues: INKY $8, onboarding, VoIP CSV, print HST, JSON, ZT nudge) | Complete |
|
||||
| 2 | 2 | Visual polish (hardcoded colors → tokens, 4 themes audited) | Complete |
|
||||
| 2 | 3 | UX hardening (transitions, touch targets, focus traps, safe-area) | Complete |
|
||||
| 2 | 4 | Documentation & QA (doc sync, regression walkthrough, beta DOD) | Complete |
|
||||
| — | 5 | Accessibility/performance audit + Font Awesome icon fix | Complete |
|
||||
| 3 | 6 | Code quality I (tokens, CSS dedup, dead code) | Complete |
|
||||
| 4 | 7 | Test expansion (88 → 254 tests) | Complete |
|
||||
| 4 | 8 | Enhanced Print/PDF (rep name, notes, validity, page breaks, CYA) | Complete |
|
||||
| 5 | 9 | Visual QA (3 breakpoints × 4 themes) + Retro theme overhaul | Complete |
|
||||
| 6 | 10 | Elastic responsive (5 → 3 breakpoints, fluid clamp() tokens) | Complete |
|
||||
| 7 | 11 | Feature work: keyboard shortcuts (Ctrl+P/E/R) + 4 nudges | Complete |
|
||||
| 8 | 12 | Code quality II: transition tokens, specificity, print CSS | Complete |
|
||||
| 8 | — | Feature fixes: fullscreen print, toggle colors, CSV→JSON pricing | Complete |
|
||||
| 9 | — | Spacing token consolidation, pricing label sync, Retro visual QA | Complete |
|
||||
|
||||
**Tests:** 254/254 passing. `node svsmspcalc/tests/test-quote-engine.js`
|
||||
|
||||
## Architecture baseline
|
||||
|
||||
- JS split into pricing, engine, render, persistence, export, import, theme, and mobile-sync modules
|
||||
- CSS split into tokens, base, layout, components, responsive, print, and 3 theme override files
|
||||
- HTML shell kept stable during the split
|
||||
- Pricing loads from `package-prices-data.js` via `<script>` tag (no web server needed)
|
||||
- Automated test suite at `tests/test-quote-engine.js` (254 tests, zero deps)
|
||||
|
||||
## Approved work
|
||||
|
||||
- Bug fixes
|
||||
- CSS/UI polish, theme improvements
|
||||
- Responsive cleanup and hardening
|
||||
- Spacing, alignment, color consistency fixes
|
||||
- Documentation cleanup
|
||||
- Test coverage expansion
|
||||
- Small dead-code cleanup (after usage verification)
|
||||
|
||||
## Do not do without explicit approval
|
||||
|
||||
- Broad rewrites or framework migration
|
||||
- DOM ID or event-contract changes
|
||||
- Reworking quote math or export structure without a clear bug
|
||||
- Activating Sections IV–VI beyond placeholder state
|
||||
96
docs/quote-rules.md
Normal file
96
docs/quote-rules.md
Normal file
@@ -0,0 +1,96 @@
|
||||
# Quote Rules
|
||||
|
||||
Use this only when pricing or behavior rules are relevant. For general resume context, the four startup docs are enough.
|
||||
|
||||
## Pricing source of truth
|
||||
|
||||
- Built-in pricing defaults live in `quote-pricing.js`.
|
||||
- `package-prices.json` may override them at startup.
|
||||
- `readFormState()` in `quote-engine.js` maps the DOM into a normalized state object.
|
||||
- `calculateQuote(state, pricing)` in `quote-engine.js` is the current pricing source of truth.
|
||||
- `calcQuote()` in `SVS-MSP-Calculator.js` remains as the compatibility wrapper used by the rest of the runtime.
|
||||
|
||||
## Core billing rules
|
||||
|
||||
- User package base rate:
|
||||
- `RATE_M365_M2M` ($140) when M365 Included + month-to-month
|
||||
- `RATE_M365` ($130) when M365 Included + 12-month or 24-month term
|
||||
- `RATE_BYOL` ($110) when BYOL is selected (all terms)
|
||||
- M365 retail comparison: monthly $36, annual $29 — savings shown in UI
|
||||
- User add-ons:
|
||||
- Extended Hours
|
||||
- 1Password
|
||||
- INKY Pro
|
||||
- Zero Trust User Seat
|
||||
- Endpoint pricing:
|
||||
- `RATE_ENDPOINT` per endpoint
|
||||
- `ADDON_USB_BLOCKING` per endpoint when selected
|
||||
- `ADDON_BARE_METAL_BACKUP` per endpoint when selected
|
||||
- Server pricing:
|
||||
- `RATE_SERVER` per server
|
||||
- Zero Trust Networking:
|
||||
- `ZT_SEAT_RATE` per non-user device seat
|
||||
- `ZT_ROUTER_RATE` per HaaS device
|
||||
- VoIP:
|
||||
- tier rate per seat
|
||||
- optional desk phone add-on
|
||||
- optional eFax add-on priced per seat
|
||||
|
||||
## Site admin fee rules
|
||||
|
||||
- Base subtotal for threshold logic:
|
||||
- user base
|
||||
- endpoint base
|
||||
- server base
|
||||
- Site admin base:
|
||||
- `max(ADMIN_FEE_FLOOR, ADMIN_FEE_MINIMUM - baseSubtotal)`
|
||||
- Additional site admin charges:
|
||||
- `ADMIN_FEE_ZT` when Zero Trust is active
|
||||
- `ADMIN_1PWM_PCT` surcharge on 1Password MRR when 1Password is selected
|
||||
- Admin fee can be manually waived
|
||||
|
||||
## Contract term rules
|
||||
|
||||
- Month-to-month: no MRR discount, full onboarding fee
|
||||
- 12-month: 3% off MRR + 50% off onboarding fee
|
||||
- 24-month: 5% off MRR + complimentary onboarding (fully waived)
|
||||
|
||||
## Onboarding fee rules
|
||||
|
||||
- Default onboarding fee is auto-calculated as 50% of pre-discount MRR
|
||||
- 12-month term auto-applies 50% discount to onboarding (25% of MRR)
|
||||
- 24-month term fully waives onboarding (complimentary)
|
||||
- Manual entry overrides the auto value until reset
|
||||
- Manual override value is preserved in `data-manual-value` attribute across term switches
|
||||
- Waived onboarding disables the input and shows complimentary state
|
||||
- Onboarding fee is not included in headline MRR
|
||||
|
||||
## Tax rules
|
||||
|
||||
- Ontario HST is optional (user toggle)
|
||||
- HST is applied to discounted MRR, not base MRR
|
||||
- Print/PDF export respects the user's HST toggle state (does not force HST on)
|
||||
|
||||
## Savings and comparison rules
|
||||
|
||||
- M365 bundle savings are shown when M365 Included is selected
|
||||
- BYOL can trigger a missed-savings callout
|
||||
- VoIP can compare against a current phone bill input
|
||||
- In-house IT comparison uses internal tool-cost and salary assumptions from pricing config
|
||||
|
||||
## eFax pricing decision
|
||||
|
||||
- The approved business rule is per seat
|
||||
- Current logic already calculates the eFax add-on per VoIP seat
|
||||
- Any remaining `per line` sales copy should be aligned in a small approved copy pass
|
||||
|
||||
## JSON export rules
|
||||
|
||||
- Export includes `version: '1.0'` as first field in payload
|
||||
- Schema defined in STAGE2-BUILD-PROMPT.md
|
||||
- Intended for n8n workflow consumption
|
||||
|
||||
## Admin fee nudge
|
||||
|
||||
- When Zero Trust is active (`ztActive`), an amber nudge warns about the $250 admin fee supplement
|
||||
- Nudge is informational — does not block configuration
|
||||
104
docs/regression-checklist.md
Normal file
104
docs/regression-checklist.md
Normal file
@@ -0,0 +1,104 @@
|
||||
# Regression Checklist
|
||||
|
||||
Use this when a change could affect runtime behavior. It is not required reading for every session.
|
||||
|
||||
## Automated tests (run first)
|
||||
|
||||
```
|
||||
node svsmspcalc/tests/test-quote-engine.js
|
||||
```
|
||||
|
||||
This covers all core quote math, admin fee logic, discounts, HST, VoIP, ZT, and MRR integrity. If all 88 tests pass, the items marked **[AUTO]** below are verified.
|
||||
|
||||
## Core quote math
|
||||
|
||||
- **[AUTO]** Verify M365 Included and BYOL base rates
|
||||
- **[AUTO]** Verify each user add-on changes MRR correctly
|
||||
- **[AUTO]** Verify endpoint count affects endpoint pricing
|
||||
- **[AUTO]** Verify server count affects server pricing
|
||||
- **[AUTO]** Verify Zero Trust Networking seat and HaaS counts affect MRR correctly
|
||||
- **[AUTO]** Verify VoIP tier changes pricing correctly
|
||||
- **[AUTO]** Verify desk phone and eFax add-ons change pricing correctly
|
||||
|
||||
## Site admin fee
|
||||
|
||||
- **[AUTO]** Verify admin fee floor at low subtotal
|
||||
- **[AUTO]** Verify admin fee reduces as base subtotal rises
|
||||
- **[AUTO]** Verify admin fee stops reducing at the configured floor
|
||||
- **[AUTO]** Verify Zero Trust supplement appears when Zero Trust is active
|
||||
- **[AUTO]** Verify 1Password admin surcharge appears when 1Password is selected
|
||||
- **[AUTO]** Verify admin fee waive excludes fee from MRR
|
||||
- [MANUAL] Verify admin fee waive state updates all relevant displays
|
||||
|
||||
## Contract term and onboarding
|
||||
|
||||
- **[AUTO]** Verify month-to-month has no discount
|
||||
- **[AUTO]** Verify 12-month applies 3% discount
|
||||
- **[AUTO]** Verify 24-month applies 5% discount
|
||||
- [MANUAL] Verify 12-month auto-waives onboarding
|
||||
- [MANUAL] Verify 24-month auto-waives onboarding
|
||||
- [MANUAL] Verify switching back to month-to-month restores editable onboarding behavior
|
||||
- [MANUAL] Verify manual onboarding override persists until reset by waiver logic
|
||||
|
||||
## Tax and totals
|
||||
|
||||
- **[AUTO]** Verify HST toggle applies 13% to discounted MRR
|
||||
- **[AUTO]** Verify HST disabled = $0
|
||||
- **[AUTO]** Verify HST applied after contract discount (not before)
|
||||
- **[AUTO]** Verify annual projection matches effective MRR * 12
|
||||
- **[AUTO]** Verify per-user effective cost is 0 when users = 0
|
||||
|
||||
## Sidebar and mobile parity
|
||||
|
||||
- [MANUAL] Verify desktop sidebar values match configured quote
|
||||
- [MANUAL] Verify mobile pill MRR matches headline MRR
|
||||
- [MANUAL] Verify mobile panel content matches desktop sidebar
|
||||
- [MANUAL] Verify mobile HST toggle syncs back to desktop state
|
||||
- [MANUAL] Verify nudge banner content and state match on desktop and mobile
|
||||
|
||||
## Persistence and reset
|
||||
|
||||
- [MANUAL] Verify quote state restores after reload
|
||||
- [MANUAL] Verify theme preference restores after reload
|
||||
- [MANUAL] Verify quote reference persists within the intended window
|
||||
- [MANUAL] Verify reset clears quote state
|
||||
- [MANUAL] Verify reset preserves theme preference
|
||||
|
||||
## Export and print
|
||||
|
||||
- [MANUAL] Verify Print / Save PDF opens the formatted print view
|
||||
- [MANUAL] Verify print respects user's HST toggle state
|
||||
- [MANUAL] Verify print view uses the expected totals, discount, onboarding, and HST states
|
||||
- [MANUAL] Verify JSON export downloads a file
|
||||
- [MANUAL] Verify JSON export copies content to clipboard when supported
|
||||
- [MANUAL] Verify JSON payload matches the visible quote configuration
|
||||
- [MANUAL] Verify JSON export includes `"version": "1.0"` field
|
||||
|
||||
## Section header layout
|
||||
|
||||
- [MANUAL] Verify all 6 sections show numeral + title + chevron on row 1
|
||||
- [MANUAL] Verify controls row (stepper + badge + price) on row 2
|
||||
- [MANUAL] Verify subtitle appears on row 3 only when expanded
|
||||
- [MANUAL] Verify small-screen stacking at ≤600px / container ≤520px
|
||||
- [MANUAL] Verify all elements span full width when stacked
|
||||
|
||||
## UX interactions (Phase 3)
|
||||
|
||||
- [MANUAL] Verify theme switch transitions smoothly (no flash)
|
||||
- [MANUAL] Verify nudge banner crossfades on rotation and manual nav
|
||||
- [MANUAL] Verify section summary badge fades in on collapse
|
||||
- [MANUAL] Verify addon row shows subtle pulse on toggle
|
||||
- [MANUAL] Verify touch targets ≥44px at ≤600px (close btn, nudge nav, section toggles)
|
||||
- [MANUAL] Verify mobile panel traps focus (Tab cycles within panel)
|
||||
- [MANUAL] Verify focus returns to pill on panel close
|
||||
- [MANUAL] Verify safe-area insets respected on notch phones (pill position, panel padding)
|
||||
|
||||
## Accessibility (Phase 5)
|
||||
|
||||
- [MANUAL] Verify `aria-expanded` toggles on section headers when opening/closing
|
||||
- [MANUAL] Verify `aria-expanded` toggles on collapsible headers when opening/closing
|
||||
- [MANUAL] Verify reset modal traps focus (Tab cycles within modal, cannot reach background)
|
||||
- [MANUAL] Verify stepper buttons announce descriptive labels via screen reader
|
||||
- [MANUAL] Verify Glass theme scrolls smoothly on mobile (no jank from fixed backgrounds)
|
||||
- [MANUAL] Verify mobile panel gets full sync on open (client name, discount label visible)
|
||||
- [MANUAL] Verify mobile sync skips on desktop when panel is closed (performance)
|
||||
Reference in New Issue
Block a user