# Pricing & Quotation module — session handoff **Purpose of this file.** It is the reference for a *new* chat picking up this work with no memory of the session that built it. It says what exists, what was decided and why, what bites, and what is left. Point a fresh session at this path and it can continue without re-deriving anything. - **Built on:** 9–10 September 2026, in one session. - **Feature documentation:** [`docs/pricing-quotation.md`](pricing-quotation.md) — the how-it-works document. **Read that second; read this first.** - **State:** working end to end and verified against live data. Phases 1, 3, 4 and 5 of the original spec are done; phases 2 and 6 are not started. --- ## 1. What the module does A mail classified `PRICING_ENQUIRY` arrives. The user opens it, presses **Reply**, presses **Prepare quotation**. The app reads the enquiry, prices it from the Product Master, creates a quotation, renders it as a PDF, and fills the reply editor with a covering mail. The user edits and presses their own Send Reply, and the PDF is attached to the outgoing message. ``` The mail → EnquiryExtractor (1 Gemini call, catalogue supplied) → ProductMatcher (verifies every code, scores the match) → Product::priceOn(date, quantity) → QuotationBuilder (quotations + quotation_items, snapshotted) → QuotationPdf (dompdf → storage/app/quotations) → QuotationDraftWriter (covering mail, points at the attachment) → CKEditor → user edits → Send Reply → PDF attached ``` **Nothing is ever sent automatically.** The draft lands in the editor; the user's own button sends. This matches the existing AI-reply-draft behaviour and was an explicit requirement. --- ## 2. Environment facts that will cost you time | Fact | Consequence | | --- | --- | | **No git repository.** | No undo. Back up before bulk edits. Recovery: `~/.claude/file-history`, then dated zips beside the project root. | | PHP is at `/c/xampp8_2/php/php.exe` | Not on PATH. There is no `php` command. | | `php artisan route:list` **always fails** | AuthController requires PHPMailer by a relative path. Inspect routes by booting the kernel and walking `Route::getRoutes()` — every `tools/*-smoke.php` does this. | | **Bash heredocs truncate around 7.6KB** | `cat > file <<'EOF'` silently cut a 9.5KB file at 7614 bytes. Use the Write tool for anything sizeable. | | No `composer` binary installed | I downloaded `composer-stable.phar` temporarily and deleted it afterwards. Re-download from getcomposer.org if another package is needed. | | `ext-gd` is **commented out** at `php.ini:931` | PhpSpreadsheet *declares* it, so composer refuses to install anything without `--ignore-platform-req=ext-gd`. Nothing in the app actually uses gd today; a PDF **logo** would need it enabled. | | Headless Chrome will not rasterise a PDF | To look at the PDF, render its Blade template instead: `php tools/quotation-shot.php --pdf`. | | Screens are auth-gated | To see one, use the `tools/*-shot.php` pattern: boot, `Auth::login()`, render the controller's view to `public/_shot.html`, screenshot over http, then `--clean`. | --- ## 3. Files ### New — schema ``` database/migrations/2026_09_09_000100_create_products_table.php database/migrations/2026_09_09_000200_create_product_pricing_table.php database/migrations/2026_09_09_000300_create_pricing_imports_table.php database/migrations/2026_09_10_000100_create_quotations_table.php database/migrations/2026_09_10_000200_create_quotation_items_table.php ``` All five are applied. Each carries a long header comment explaining the design — those comments are the schema rationale and are worth reading before changing a column. ### New — code ``` app/Models/Product.php catalogue row; priceOn() lives here app/Models/ProductPricing.php one price, one window, one quantity band app/Models/PricingImport.php one spreadsheet import run app/Models/Quotation.php the document; recalculate() owns the totals app/Models/QuotationItem.php one line; price() owns the arithmetic app/Services/Pricing/CatalogueLog.php the pricing log (see §6) app/Services/Pricing/CatalogueImporter.php spreadsheet → Product Master app/Services/Pricing/DriveSheetFetcher.php Google Drive/Sheets link → file app/Services/Pricing/EnquiryExtractor.php the Gemini call app/Services/Pricing/ProductMatcher.php code/name/alias → Product + score app/Services/Pricing/QuotationBuilder.php extraction → quotation rows app/Services/Pricing/QuotationPdf.php dompdf renderer app/Services/Pricing/QuotationDraftWriter.php the covering mail app/Http/Controllers/ProductController.php catalogue screen + imports app/Http/Controllers/QuotationController.php prepare / index / show / pdf config/pricing.php one key: the log file path ``` ### New — views ``` resources/views/products/index.blade.php catalogue, price books, import panel resources/views/products/_fields.blade.php the product form (add + edit modals) resources/views/products/import.blade.php one import run and its rejected rows resources/views/quotations/index.blade.php quotation list resources/views/quotations/show.blade.php internal document (print-ready) resources/views/quotations/pdf.blade.php the customer's copy, for dompdf ``` `show` and `pdf` deliberately share nothing: dompdf supports a CSS 2.1 subset with no flexbox or grid, and the two documents have different audiences. ### Modified — existing files | File | Change | | --- | --- | | `routes/web.php` | added the `products` group, `quotation-prepare`, the `quotations` group, and two `use` imports | | `resources/views/partials/sidebar.blade.php` | **Products** and **Quotations** nav items under Configuration | | `resources/views/mail/reply.blade.php` | quotation controls in the AI-draft box, the `quotation_id` hidden field, and the `loadQuotation()` JS inside `setupAiDraft()` | | `app/Http/Controllers/MailController.php` | `quotationAttachment()` (new); multipart MIME in `sendGemilReply`; a Graph attachment call in `sendOutlookReply`; `clearReplyDraft()` also marks the quotation sent | | `composer.json` / `composer.lock` | `dompdf/dompdf ^3.1` plus 5 transitive deps. **Nothing else moved** — verified by diffing the lock. | `MailController.php` is 7,534 lines and has been truncated by accident before. **Run `php tools/verify-mailcontroller.php` after every edit to it.** It should report 19/19 + 11/11 methods present and 70 methods on the class. --- ## 4. The rules the module is built on Break these and the module stops being trustworthy. Each was a deliberate decision, not an accident of implementation. **A quotation is priced at the date it was raised.** Everything else follows. `product_pricing` holds one row per price per validity window per quantity band; `Product::priceOn($date, $qty)` is the only sanctioned read. **Never quote from `products.price`.** That column is a *cache* of today's figure for list screens. Quoting from it would rewrite history the moment a price changes. **A price is superseded, never edited.** `ProductPricing::supersede()` closes the row it replaces the day before the new one starts and inserts a new row. There is no update-price route anywhere, on purpose. MySQL cannot express "no two windows for one product and band may overlap", so that method *is* the constraint. **Every figure on a quotation is a snapshot.** Product name, unit, unit price, tax rate and the terms are copied onto the quotation and never read back from the catalogue. `Quotation::recalculate()` reads only its own lines — the moment it needs the catalogue, the rule is broken. **An import never deletes.** A product absent from a spreadsheet is left alone. Price lists are routinely partial; treating an omission as a deletion would empty a catalogue on the first one-product update. **A line that cannot be priced is still a line.** Unmatched or unpriced items are kept with the customer's own words, flagged, and printed as *"To be advised"* — never ₹0.00, which on a customer's copy reads as *free*. **A doubtful match asks a human.** `QuotationItem::CONFIDENCE_FLOOR` is 70, not 50: a line needlessly flagged costs a glance, a confidently wrong product goes to a customer as a price commitment. --- ## 5. Non-obvious decisions, with their reasons **Extraction is not in the classification prompt.** It would be the obvious place. That prompt runs over every mail and only a fraction are pricing enquiries, and it is assembled inline in **five separate blocks** (three in `ProcessEmailQueue.php`, two in `MailController.php`) that would drift. So extraction runs on demand instead, when someone asks for a quotation. If anything ever *must* go into that prompt, follow the vocabularies' pattern: one `promptSection()` referenced from all five sites, as in `EmailCategory::promptSection()`. **The catalogue is sent to the model with the mail.** Free-text extraction plus fuzzy matching guesses; giving the model the list turns the job into a choice from a menu and lets it answer with a code the app can look up exactly. `ProductMatcher` still verifies every code — the model has been known to return one that does not exist. **Confidence is corroborated, not taken on trust.** Code + the sender's own words naming the product → ≥95. Code alone → the model's number, or 90. *No* code but this app finds a name/alias → **60**, because the model and the text disagree and a disagreement is information: a human decides. **Google Drive without `google/apiclient`.** A sheet shared as "anyone with the link" has a plain export URL, so the fetch is one HTTP GET. The cost is that a *non*-shared link returns HTTP 200 with a sign-in page, so most of `DriveSheetFetcher` is detecting that and saying *"that link is not shared publicly"* instead of "no header row found". **A repeated product code in one import file is a quantity band, not a duplicate** — that is how tiered price lists are written. Only the first row for a code may set the product's fields; later rows add prices only. **Requirements are acknowledged, not turned into terms.** The extractor returns what the sender wants that is not a product line; on a real enquiry that was five *questions*, which read absurdly under Terms & Conditions. They go in the covering mail under "You also asked about…" and stay on the quotation in `extraction_json`. **The quotation travels as a PDF, not a table in the body.** Two copies of one document invite reconciliation, and the body copy loses its formatting — CKEditor strips inline styles before the mail is even sent. **Attachment failures never block a send.** If the PDF cannot be produced or attached, it is logged and the reply still goes. The user has already pressed Send; a mail without its attachment is recoverable, one that never leaves is not. --- ## 6. Logging — `storage/logs/pricing.log` Every catalogue change is logged, not only imports: products created, updated, activated, deactivated, deleted; prices added, closed by supersession, withdrawn, reinstated; quotations created and sent; Drive fetch failures; rejected spreadsheet rows; exceptions with stack traces. It is written from **model events** on `Product`, `ProductPricing` and `Quotation`, so the log cannot be bypassed by a new caller. ``` [2026-09-10 03:24:30] product created product=57 code=P001 name="ABC Product" owner=39 actor=39 [2026-09-10 03:27:19] product deactivated product=57 code=P001 owner=39 fields=is_active actor=39 ``` `key=value` throughout — `grep 'run=15'` gives one import, `grep 'row rejected'` gives every rejection. A separate file rather than `laravel.log`, which is 160MB here. `CatalogueLog::mute()` exists for the shot scripts, which write inside transactions they roll back. **This log has already earned its keep twice** — see §8. `pricing_imports.error_log` is the *other* destination: the rejected rows written for the user, capped at 500. The log file is the uncapped diagnostic copy. --- ## 7. How to verify a change ``` php tools/pricing-smoke.php # 59 checks — price lookup, importer, failures, logging php tools/quotation-smoke.php # 55 checks — matching, pricing, snapshot, draft, PDF php tools/pricing-shot.php # renders the catalogue screen → public/_shot.html php tools/quotation-shot.php # renders the quotation screen php tools/quotation-shot.php --pdf # renders the customer's PDF layout php tools/-shot.php --clean # ALWAYS — _shot.html is public php tools/verify-mailcontroller.php # after ANY MailController edit ``` Both smoke suites write real rows under the product-code prefixes `ZZSMOKE-` and `ZZQUOTE-` and delete them again. `quotation-smoke.php` runs the whole matching/pricing/PDF path **with no network call** — the extraction is handed in as an array, which is exactly why `QuotationBuilder` takes it as an argument instead of making the Gemini call itself. Keep it that way. --- ## 8. Bugs found during the session — do not reintroduce | Bug | Cause | Guard | | --- | --- | --- | | Bulk orders quoted the wrong price | Two unbounded bands are equally *wide*, so ranking by width fell through to the older row | Rank by the band's **floor** first; smoke checks the 1-and-up vs 10-and-up case | | Price ranking silently nonsensical | `Collection::sortBy([fn, fn, …])` treats each callable as a **comparator** `($a,$b)`, not a key extractor | Explicit comparator over rank tuples in `Product::priceRank()` | | "Import failed" on a correct re-import | Status derived from created+updated, which are legitimately 0 when nothing changed | Derived from **rows that got through**; smoke asserts an unchanged re-import stays `completed` | | `prices_removed=0` on every delete | Counted in the `deleted` event, after `product_pricing` had cascaded away | Counted in `deleting`; smoke asserts a real count | | ₹0.00 printed for unpriced lines | A zero in a price column reads as *free* on a customer's copy | "To be advised" in both documents; smoke asserts no zero price in the draft | | Customer's questions printed as Terms & Conditions | Requirements appended to the terms | Moved to "You also asked about…" in the covering mail | | Sample workbook rejected by its own importer | The tiered second `P001` row tripped the duplicate check | Duplicate check keys on code **+ band**; smoke parses the generated sample | --- ## 9. Live data notes (this installation) - The catalogue account is **user 39, `ami@mukesoft.com`** (`auth_id = 0`). Mailboxes 28/29/31 belong to it; `Product::ownerIdFor()` maps them to 39. - **User 27, `hari@mukesoft.com`, is a separate account with no products.** Preparing a quotation from that mailbox legitimately reports an empty catalogue. - 4 products (P001–P004), 5 price rows, 5 import records. Two imports are the user's own: an uploaded sample workbook and a **Google Sheet fetched by link** — both completed with zero failures. - On 10 Sep the user deactivated all four products by hand, then hit *"no active products"* when preparing a quotation. The log established it was not an importer bug. They have been reactivated. The message now distinguishes "you have products but none are active" from "you have no products", and the Products screen warns when the whole catalogue is off. --- ## 10. What is not built **Phase 2 — Question Master.** `question_master` and `product_questions`: the information a quotation needs before it can be generated (installation? site? AMC?). The spec's design is sound; nothing is written. **Phase 6 — discount approval.** A discount over a threshold needs a manager. Policy on top of a working engine, so it is genuinely last. **A company profile.** The PDF header shows the account's name and email because that is all the app holds. A logo, registered address and GSTIN want a settings screen — and a logo needs `ext-gd` enabled (php.ini:931). **No manual override screen for a quotation.** The spec asks for the user to be able to change product, quantity, price, discount and tax before sending. Today they can edit the covering mail freely, but the quotation lines themselves are only editable by rebuilding. `quotation_items` already carries `discount_percentage`, so the schema is ready for it. **Customers are not a table.** Name and email are snapshotted onto each quotation, which is what a quotation needs anyway. A `customers` table can be added later without touching those columns.