417 lines
22 KiB
Markdown
417 lines
22 KiB
Markdown
# SVS MSP CALC — Master Session Prompt
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### Pre-Alpha → Beta Optimization Brief
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**Version:** 1.0 | **Date:** 2026-03-14 | **Audience:** Senior Engineers + UI/UX Leads
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---
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## WHO YOU ARE (Team Persona)
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You are a cross-functional senior engineering and design team operating with full production standards:
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- **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.
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- **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.
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- **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.
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- **QA Engineer** — Regression-aware. Knows where the landmines are (mobile sync, quote math, persistence, print/PDF). Validates behavior before marking work done.
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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.
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---
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## PROJECT OVERVIEW
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**App:** SVS MSP CALC — A live quote/pricing calculator for SVS Managed Services.
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**Type:** Static HTML + Vanilla JS + Modular CSS (no frameworks, no build tools, no npm)
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**Used by:** SVS sales team, live on screen with prospects during discovery calls
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**Goal of this session:** Advance from pre-alpha to a solid, ship-ready **beta build**
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### What "Beta" Means Here
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- All active sections (I–III) are visually polished and production-quality
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- All four themes (Dark, Light, Glass, 70s Retro) are consistent, tested, and professional
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- Mobile experience is smooth, reliable, and parity-complete with desktop
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- Print/PDF invoice is clean, branded, and pixel-accurate
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- Quote math, persistence, and export are verified and regression-safe
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- UX hierarchy is clear: users know exactly what to do without instructions
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- No known bugs in active scope
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- 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
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---
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## ARCHITECTURE SNAPSHOT
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```
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svsmspcalc/
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├── SVS-MSP-Calculator.html # Stable HTML shell (65KB, inline handlers)
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├── SVS-MSP-Calculator.js # Master orchestration (310 lines)
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├── quote-engine.js # Pure quote math (196 lines)
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├── quote-pricing.js # Pricing defaults + JSON override (134 lines)
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├── quote-render.js # DOM rendering + nudge engine (662 lines)
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├── quote-persistence.js # localStorage save/restore (212 lines)
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├── quote-export.js # Print/PDF + JSON export (295 lines)
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├── theme-manager.js # Dark/Light/Glass/70s Retro switching (110 lines)
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├── mobile-sync.js # Mobile panel + 100+ element sync (236 lines)
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├── SVS-MSP-Calculator.css # Manifest: @imports all CSS files
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├── SVS-MSP-Calculator-tokens.css # Design tokens + CSS vars
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├── SVS-MSP-Calculator-base.css # Global chrome
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├── SVS-MSP-Calculator-layout.css # Grid, header, main/sidebar split
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├── SVS-MSP-Calculator-components.css # All section cards, controls, sidebar (66KB)
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├── SVS-MSP-Calculator-responsive.css # Viewport/container overrides (16KB)
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├── SVS-MSP-Calculator-print.css # Print-specific rules
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├── SVS-MSP-Calculator-light.css # Light theme overrides
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├── SVS-MSP-Calculator-glass.css # Glass theme (glassmorphism)
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├── SVS-MSP-Calculator-70retro.css # 70s Retro theme overrides
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├── package-prices.json # Overrideable pricing (JSON, categorized with descriptions)
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├── package-prices.csv # Legacy pricing reference (no longer loaded at runtime)
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├── tests/
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│ └── test-quote-engine.js # Automated quote engine tests (88 tests, Node.js)
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└── docs/
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├── README.md
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├── ai-session-brief.md
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├── phase-roadmap.md
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├── code-verification.md
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├── quote-rules.md
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├── regression-checklist.md
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└── MASTER-SESSION-PROMPT.md
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```
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### Tech Stack Facts
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- **No frameworks.** Vanilla JS (ES5-compatible), HTML5, CSS3.
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- **No build tools.** Open the HTML in a browser — it runs.
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- **No npm.** No webpack, Vite, Rollup, Parcel, or transpilation.
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- **No TypeScript.** Plain `.js` files.
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- **CSS architecture:** Tokenized custom properties. Modular files. Four theme override layers.
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- **State:** localStorage only. Key: `svs-msp-quote-v1`.
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- **Fonts:** Google Fonts (Cinzel, Poppins, Lato, DM Mono).
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- **Icons:** Font Awesome 7 Sharp (local SVGs), M365 icon set (local).
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### Initialization Flow
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```
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initTheme() → restore saved theme (dark/light/glass)
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initQuote() → load JSON pricing, set quote ref, restore localStorage, call update()
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update() → calcQuote() → renderQuoteUi() → renderSidebar() → nudges → savings → summaries
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debouncedSave() → auto-save to localStorage (debounced 400ms)
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```
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### Automated Testing
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```
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node svsmspcalc/tests/test-quote-engine.js
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```
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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.
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Run after any change to `quote-engine.js`, `quote-pricing.js`, or pricing JSON values.
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---
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## ACTIVE SECTIONS (I–VI) — All Structurally Active
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| # | Section | Display Order | Key Logic |
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|---|---------|---------------|-----------|
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| I | User Package | 1st | M365 Included ($130/user) vs BYOL ($110/user); 4 add-ons |
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| II | Endpoint Package | 2nd | $35/endpoint; USB Blocking + Bare Metal Backup add-ons |
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| III | Site Management | 3rd | Floor + minimum threshold; ZT supplement; 1PWM surcharge; waivable |
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| IV | Server Management | 4th | $120/server |
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| V | Zero Trust Networking (HaaS) | 5th | ZT seats + routers |
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| VI | VoIP / Unified Communications (UCaaS) | 6th | 3 tiers + desk phone + eFax |
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| — | Contract & Onboarding | Settings bar | M2M / 12mo (3%) / 24mo (5%); onboarding auto-calc or manual; HST 13% |
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All sections use unified `sec-controls-row` header layout: stepper + label badge + price badge.
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Sections default to collapsed. Inner collapsibles default to collapsed.
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---
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## KEY PRICING CONSTANTS
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```js
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RATE_M365: 130 // per user/mo — M365 Included license
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RATE_BYOL: 110 // per user/mo — Bring Your Own License
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RATE_ENDPOINT: 35 // per endpoint/mo
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RATE_SERVER: 120 // per server/mo
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ADMIN_FEE_FLOOR: 150
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ADMIN_FEE_MINIMUM: 650
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DISCOUNT_12MO: 0.03 // 3%
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DISCOUNT_24MO: 0.05 // 5%
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HST_RATE: 0.13 // Ontario
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VOIP_RATE_BASIC: 28 // per seat/mo
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VOIP_RATE_STANDARD: 35
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VOIP_RATE_PREMIUM: 45
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```
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Pricing can be overridden at runtime via `package-prices.json`.
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---
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## NON-NEGOTIABLES (Hard Constraints)
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These are inviolable. Every change must preserve them:
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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.
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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.
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3. **localStorage persistence is intact.** `saveState()` and `restoreState()` must round-trip cleanly. Verify after any form/state changes.
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4. **All four themes must work.** Dark (default), Light (soft khaki), Glass (glassmorphism), 70s Retro. Changes to tokens or components cascade to all four.
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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.
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6. **Print/PDF export must be tested after CSS changes.** Print CSS lives in a separate file but is sensitive to component class changes.
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7. **No framework or build-tool migration.** This is vanilla JS by design.
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8. **No broad rewrites.** Surgical, approved changes only.
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9. **Sections IV–VI remain deferred** unless explicitly reopened.
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10. **Read before editing.** Always inspect the current code before making changes.
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---
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## BETA WORK PRIORITIES
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Work in this order unless directed otherwise. Each priority includes UX, code, and QA dimensions.
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---
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### PRIORITY 1 — Visual Design System Audit & Elevation
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**Goal:** Achieve visual cohesion and professional polish across all themes that rivals a SaaS product.
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**UI/UX Audit Checklist:**
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- [ ] Typography hierarchy — Is Cinzel/Poppins/Lato used consistently? Are font sizes, weights, and line-heights harmonious across sections?
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- [ ] Spacing system — Is padding/margin using tokens consistently? Are section cards visually balanced?
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- [ ] Color usage — Are `--accent`, `--green`, `--amber`, `--muted` used purposefully, not decoratively?
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- [ ] Interactive states — Do all buttons, inputs, toggles, and checkboxes have clear hover/focus/active states in all four themes?
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- [ ] Card hierarchy — Is there a clear visual distinction between level-1 containers, level-2 cards, and level-3 controls?
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- [ ] Icon consistency — Are Font Awesome icons used at consistent sizes, weights, and optical alignment?
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- [ ] Section header design — Are the numbered section headers (I, II, III) visually strong and scannable?
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- [ ] Sidebar layout — Does the sidebar feel like a polished financial summary panel, not a DOM dump?
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- [ ] Progress bars — Are the progress bars in Section I legible and purposeful?
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- [ ] Nudge panel — Does the nudge carousel feel like a smart sales assistant, not a popup?
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**CSS Architecture Health:**
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- [ ] Are there redundant/conflicting rules in `components.css` vs `responsive.css`?
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- [ ] Are design tokens being used everywhere they should be, or are magic numbers scattered?
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- [ ] Is the Glass theme consistent and not broken at any viewport?
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- [ ] Is the Light theme soft and readable without feeling washed out?
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---
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### PRIORITY 2 — Interaction Design & UX Flow
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**Goal:** The tool should feel intuitive, responsive, and professionally crafted to a prospect sitting across the table.
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**Interaction Audit:**
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- [ ] **Onboarding flow clarity** — When a user opens the tool fresh, is the first action obvious?
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- [ ] **Section collapse/expand** — Is the animation smooth? Are collapsed section summaries accurate and helpful?
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- [ ] **Add-on toggle behavior** — Does toggling add-ons give clear feedback (visual state + sidebar update)?
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- [ ] **Stepper inputs** — Do +/- steppers feel snappy? Is there clear min/max clamping behavior?
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- [ ] **Contract term selection** — Is the 3-option selector clearly communicating the discount impact?
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- [ ] **Onboarding fee override** — Is the manual override UX clear (placeholder, lock icon, restore-to-auto)?
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- [ ] **Admin fee waiver** — Is the waiver checkbox prominent enough? Is the consequence visible immediately?
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- [ ] **Sidebar update speed** — Is the live update fast enough to feel real-time?
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- [ ] **Nudge carousel** — Is the 30-second rotation appropriate? Does it feel helpful or distracting?
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- [ ] **Theme toggle** — Is the toggle clearly labeled for current/next state? Is the transition smooth?
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- [ ] **Reset confirmation modal** — Is it clear what gets destroyed? Is the secondary action (cancel) prominent?
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- [ ] **Export buttons** — Are Print and JSON export clearly labeled and discoverable?
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**Keyboard & Accessibility:**
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- [ ] All interactive elements reachable via Tab in logical order
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- [ ] Focus ring visible in all themes
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- [ ] ARIA labels accurate and present on all form controls
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- [ ] Color contrast ratios pass WCAG AA in Light theme (most at-risk)
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- [ ] Screen reader order matches visual order
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---
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### PRIORITY 3 — Responsive Design Hardening
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**Goal:** The layout should feel elastically fluid at every breakpoint, not brittle or hacked together.
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**Breakpoint Audit:**
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- [ ] 1800px+ — Does the max-width container feel appropriately constrained?
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- [ ] 1400-1800px — Desktop sweet spot. Is the 3:2 main/sidebar split balanced?
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- [ ] 1100-1400px — Narrower desktop. Do section cards reflow without overlapping?
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- [ ] 780-1100px — Tablet. Does the layout gracefully switch to sidebar-as-panel?
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- [ ] 480-780px — Mobile-landscape/small tablet. Single column, all controls accessible?
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- [ ] 375-480px — Small mobile. Is the floating MRR pill positioned correctly? Does the bottom sheet open cleanly?
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- [ ] 320px — Edge case. Does anything catastrophically break?
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**Responsive Rules:**
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- Prefer `clamp()`, container queries, and token-based adjustments over stacked `@media` hacks
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- Section cards should never clip or overflow their container
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- Contract/onboarding settings must adapt before content gets squeezed
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- Touch targets must be ≥44px on mobile
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---
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### PRIORITY 4 — Quote Engine & Business Logic Verification
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**Goal:** Every line-item and total in the sidebar is mathematically correct and matches what the invoice shows.
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**Verification Matrix (test each combination):**
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| Test | What to Verify |
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|------|---------------|
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| 0 users, 1 endpoint | Admin fee floor triggers correctly |
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| 5 users M365, 3 endpoints, no add-ons | Base MRR matches manual calculation |
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| 5 users BYOL + 1Password + Zero Trust | Add-on stacking is correct |
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| 12-month term | 3% discount applied to base MRR only (not admin or HST) |
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| 24-month term | 5% discount; onboarding auto-waived |
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| Manual onboarding override | Auto-calc disabled; manual value preserved on save/restore |
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| HST toggle | 13% applied only to MRR+onboarding (not before); first invoice total correct |
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| Admin fee waiver | Admin fee = $0; "Value Unlocked" reflects waived amount |
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| VoIP Basic 3 seats + 2 desk phones | VoIP cost correct; eFax add-on stacks |
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| Full configuration (all add-ons, 24mo, HST) | All components sum correctly; no double-counting |
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| Save → Reload | All values restore exactly; no drift |
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| Export JSON → parse | All keys present; math cross-checks against UI |
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---
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### PRIORITY 5 — Mobile Experience Completeness
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**Goal:** A salesperson can hand their phone to a prospect and the quote tool is fully usable.
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**Mobile Audit:**
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- [ ] Floating MRR pill — correct value, correct position, visible in all themes
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- [ ] Bottom sheet panel opens smoothly (slide-up animation clean)
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- [ ] Scroll lock applied correctly when panel open (body doesn't scroll behind)
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- [ ] All sidebar elements clone correctly into mobile panel (100+ pairs)
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- [ ] HST toggle syncs bidirectionally (desktop ↔ mobile)
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- [ ] Quote values in mobile panel match desktop exactly
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- [ ] Close gestures (× button, Escape key, backdrop tap) all work
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- [ ] Print/Export buttons accessible from mobile panel
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- [ ] No clipped text or overflowing elements in mobile panel
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---
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### PRIORITY 6 — Print/PDF Invoice Quality
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**Goal:** The printed invoice looks like it came from a professional MSP's billing system, not an HTML form.
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**Print Audit:**
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- [ ] Logo renders correctly (embedded SVG, not broken)
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- [ ] Client name, quote ref, and date are on every page header
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- [ ] All line items appear with correct labels and amounts
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- [ ] Feature checklist is legible and cleanly formatted
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- [ ] Totals section is visually prominent
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- [ ] Value unlocked section is formatted correctly
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- [ ] Comparison (vs. in-house IT) is present and readable
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- [ ] No phantom scrollbars or UI chrome bleeds into print
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- [ ] Page breaks don't split line-item rows awkwardly
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- [ ] Fonts render in print (or fallback gracefully)
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- [ ] All themes produce same print output (print CSS is theme-independent)
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---
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### PRIORITY 7 — Sections IV–VI: Beta-Ready Scaffolding
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**Goal:** Even if Sections IV–VI remain content-gated, their code, UX framework, and CSS should be clean enough to activate with minimal effort.
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**Audit:**
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- [ ] Section IV (Zero Trust Networking) — Is the HTML structure complete? Are inputs wired to `readFormState()`? Does the engine include ZT costs?
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- [ ] Section V (VoIP/UCaaS) — Are all 3 tier selectors functional? Desk phone HaaS wired? eFax add-on wired? Savings comparison functional?
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- [ ] Section VI — Is it a clean placeholder with no broken references?
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- [ ] Deferred section CSS — Are styles isolated so activating them doesn't cause layout contamination?
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- [ ] Quote engine — Does it calculate ZT/VoIP costs when those inputs are present, even if sections are hidden?
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---
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### PRIORITY 8 — Code Quality & Documentation Sync
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**Goal:** Any engineer should be able to pick up this codebase in 10 minutes and understand what's happening.
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**Code Quality Checklist:**
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- [ ] No dead code in active modules (check for unused functions, unreachable branches)
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- [ ] No magic numbers — pricing constants should reference `DEFAULTS` keys, not hardcoded values
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- [ ] No duplicate logic between `quote-engine.js` and `quote-render.js`
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- [ ] `mobile-sync.js` sync map is clean — no stale ID pairs for removed elements
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- [ ] CSS custom properties used consistently — no redundant fallback values where tokens are sufficient
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- [ ] `quote-export.js` HTML template is clean — no CSS class references that no longer exist
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- [ ] `SVS-MSP-Calculator.js` `update()` function is linear and readable — no side effects that aren't obvious
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**Documentation Sync:**
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- [ ] `docs/README.md` reflects current file structure and phase status
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- [ ] `docs/code-verification.md` has been updated with latest known-good state
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- [ ] `docs/regression-checklist.md` covers all active sections and export paths
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- [ ] `docs/quote-rules.md` reflects current pricing and business rule implementation
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- [ ] `docs/phase-roadmap.md` is updated to reflect beta completion criteria
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---
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## WORKING PROTOCOL FOR THIS SESSION
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### Before Making Any Change
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1. Read the relevant file(s) first — do not edit from memory
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2. Identify the minimal change that achieves the goal
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3. Check if the change touches any of the regression hotspots (see below)
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4. Confirm the change won't break mobile sync, theme cascade, or persistence
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### Regression Hotspots — Extra Caution Required
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| Area | Risk | Why |
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|------|------|-----|
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| `quote-engine.js` math | Critical | Business-critical; errors generate wrong quotes in real sales calls |
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| localStorage round-trip | High | Silent failures; user loses configured quote |
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| Mobile sync ID map | High | 100+ pairs; silently desyncs if IDs change |
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| Print/PDF CSS | Medium | Separate cascade; component class changes cascade here |
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| Theme switching | Medium | All four themes affected by token/component changes |
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| `update()` call chain | Medium | Side effects in render sequence can cascade silently |
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### After Making Changes
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1. Verify syntax (especially JS — no console errors on load)
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2. Check all four themes render correctly
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3. Check mobile panel renders correctly at ≤780px
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4. Verify sidebar totals are mathematically correct for a test quote
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5. If CSS touched: verify print output is unaffected
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6. Update `docs/code-verification.md` if a known-good state changes
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### Commit Protocol
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- Commits should be small and focused (one concern per commit)
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- Commit messages should state what changed and why (not just "fix css")
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- Do not combine unrelated changes in one commit
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- Do not commit `.bak-focusmode` files
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---
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## UX/UI DESIGN PRINCIPLES FOR THIS PROJECT
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These principles guide every UI decision:
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1. **Sales clarity over visual novelty.** If a prospect can't read a number at a glance, the design failed.
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2. **Trust through polish.** A janky tooltip or misaligned input erodes prospect confidence. Every pixel matters.
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3. **Progressive disclosure.** Lead with the total MRR. Let detail unfold as needed (collapsed sections, sidebar).
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4. **Reduce cognitive load.** Group related controls. Use spacing and color to indicate hierarchy, not decoration.
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5. **Feedback immediacy.** Every input change must visibly update the sidebar within 1 frame. No lag.
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6. **Consistency as reliability.** Spacing, typography, and color behavior should be predictable. Surprises feel like bugs.
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7. **Dark theme is the flagship.** Light and Glass must meet the same bar. No theme should feel like a degraded experience.
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8. **Mobile is a first-class use case.** A sales rep on a tablet or phone must be able to run a full quote.
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9. **The sidebar is the hero.** It's where the value proposition lives. Design it with the weight of a financial summary.
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10. **Copy is UI.** Labels, nudges, section headers, and button text are all UX. Make them purposeful and confident.
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---
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## FILE READ ORDER FOR NEW SESSIONS
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To resume efficiently, read in this order:
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1. `docs/README.md` — current project state
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2. `docs/phase-roadmap.md` — approved work and constraints
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3. `docs/code-verification.md` — known-good baseline
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4. `docs/MASTER-SESSION-PROMPT.md` — this file (if not already loaded)
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5. Then only the source files relevant to the specific task
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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.*
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