dchun / QuoteManager

Saas App for Managing Quotes and getting paid

##Todo

• Add Resources

  • Terms
  • Templates
  • Companies - belongs_to Contacts
  • Revenues
  • Expenses

• Add validation options for form fields

• Add calculations to quote page / customer facing page

• Generate emails when receiving request (to admin) and saving quote (to requestor)

• Edit Resources

  • Add analytics JSON field to Requests Resource
  • Add analytics JSON field to Quotes Resource

• Spend entire day fleshing out specs for payment features and other minor details

###Things to think about

• Currency conversions and selections for settings

######Complete

• Generate callback to send alert to referrer
• Add minor styling additions
• Add analytics fields to form
• Add file upload field
• Add product resource to either correspond to existing store or option to add new products

######Completed 1/29/15

• added serverside validations

######Completed 8/7/14

• built contacts from form submission if email doesn't already exist
• added clientside validations

######Completed 8/6/14

• created js parser to grab form from this app and generate form on shopify

######Completed 8/5/14

• created shopify form to be sent to this app

######Completed 8/4/14

• created scriptag for shopify to grab contents of quoteable item based on product tag

######Completed 7/18/14

• added styling to form/show and contact/new

######Completed 6/12/14

• added portion of contact fields to form resource

######Completed 6/11/14

• add contacts resource
• restyled requests index page

######Completed 6/10/14

• add styling to requests show page
• add styling to quotes index page
• add styling to quotes show page

######Completed 6/5/14

• change all forms page to a list rather than blocks
• replace terms with options
• add styling to requests index page

######Completed 5/29/14

• add remove field to add_term section
• confirm that quote form page is working properly

######Completed 5/27/14

• style requests page
• style quotations page and add unique token

######Completed 5/26/14

• fix Json update field to remove fields

######Completed 5/23/14

• style rest of form add_fields

######Completed 5/22/14

• add styling to remove add fields and options
• fix jquery to remove delay of remove fields to fade out
• fix checkbox storage of required field

#General Specs

• Multi-User Data Separated Service
  (less users, more data/user)
• Subdomains are created by shopify subdomains unless subdomain already exists. If ∃ subdomain ∧ ¬(login ∨ email) → generate account Shopify domain + account id else login
• User can create account without Shopify account. Account is validated against existing accounts before creation

##Steps

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###After Login

• Redirect to Admin
• Admin consists of menu with tabs for each oauth login (i.e. Shopify, WooCommerce, Opencart) with corresponding path. Main functional tabs will be forms & responses
• Create resource for each menu item
• User is restricted to account creation type (Shopify, WooCommerce, Opencart)

---

###Forms

• Default form exists that collects email (created on account creation)
• User can edit form to change name + add fields
• Form validation must include one email address field
• Add response email to main form next to name
• All additional built fields to be stored in JSON
• If user account tied to ecommerce add option to formbuilder for products (hidden from JSON call)
• Content and settings of form generates a script that is either injected into host ∨ pulled from subdomain of user account

*** Continue Form Spec in Separate Section ***

---

###Responses

• Responses are posted to the response path_new and includes form_id and JSON field for repsonses (Rails 4 private params to be generated by contents of related form)
• Fields will be filterable by keys defined by form (label)
• link_to Quote generator will allow user to create a proposal/quote

###Quotation

has_many templates
belongs_to response
#or
belongs_to form through response

• Pulls RFQ details from response
• User selects new template or existing template
• If user selects new template, user is redirected to template resource

---

###Template (liquid?)

• User can design elements through drag & drop interface
• Items include logo, header info like business details (i.e. address, phone)
• User can choose from pre-existing catalog

*** Purchasable Templates ***

---

###Process

• When quotation is generated, a price and deadline is required
• The user/admin will be given a choice of payment options with a fee attached to each (i.e. Stripe 3%, Bitcoin 1%, Transfer 0%)
• Once completed, an email will be sent to the requestor with a link to the quote page
• The quote page will only be accessible to the user/admin and anyone with a link (contains unique token for access)
• The quote page will be tracked for views & length of view
• The quote page will expire based on deadline defined by user/admin
• The requestor will be given the option to make a payment within that window
• The requestor can either create an account or make a payment as a guest with the difference of saving payment info for future payments being made
• If payment required is recurring, account creation will be required

---

###Form Edits

• Warning not to delete form fields or create new form
• Add id to fields and use id in index search

---

###Quote Fields

• Price (multiple), has_many
  line item pricing will be multiple while main (base) price is embedded
• Terms (multiple), has_many
• Expiration (single)
• Token

###Formbuilder

• Main Form
• Check option for Single or Double Columns
• Single column use bootstrap class form-horizontal
• Double column use bootstrap class form-inline each(2)
• Individual Fields
• Inline option for radio and checkboxes
• Multiple select for select field

###Versions

• 1.0.0: Form builder, request, quote, template, role for user.
• 1.1.0: Notification system, dashboard widgets, improve performance