@elevasis/core 0.1.0

package/src/business/pdf/sections/proposal-document.ts

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+/**
+ * Shared Proposal Document Builder
+ *
+ * Standardized document builder used across:
+ * - Production proposal agent (document.ts)
+ * - Render PDF diagnostic (render-pdf.ts)
+ * - PDF Sandbox (page.tsx)
+ *
+ * Changes to the page structure here propagate to all consumers automatically.
+ *
+ * Page Structure:
+ * 1. Cover page
+ * 2. Executive Summary (with paragraph support)
+ * 3. Automation pages (one per automation)
+ * 4. Summary + Investment (combined)
+ * 5. Acceptance (signature page)
+ */
+
+import type { PDFDocument, Page } from '../types'
+import { coverSection } from './cover'
+import { summarySection } from './summary'
+import { automationSection } from './automation'
+import { summaryInvestmentSection } from './summary-investment'
+import { acceptanceSection } from './acceptance'
+import type { AutomationConfig } from './types'
+
+// =============================================================================
+// Types
+// =============================================================================
+
+/**
+ * Standardized proposal document configuration
+ *
+ * All fields required for building a complete proposal PDF.
+ * Used by production, diagnostic, and sandbox.
+ */
+export interface ProposalDocumentConfig {
+  // Cover page fields
+  /** Company name (appears on cover and acceptance) */
+  company: string
+  /** Contact name (appears on cover and acceptance) */
+  contact: string
+  /** Business vertical (e.g., "Marketing & Creative Agency") */
+  vertical: string
+  /** Solutions summary (e.g., "Client reporting - Content workflows") */
+  solutions: string
+  /** Logo as base64 data URL (optional) */
+  logoSrc?: string
+
+  // Executive summary
+  /** Executive summary text - supports paragraph breaks via \n\n */
+  executiveSummary: string
+
+  // Automations (each becomes a detail page)
+  /** Automation configurations - each generates one page */
+  automations: AutomationConfig[]
+
+  // Acceptance page
+  /** Service tier for acceptance page */
+  tier: 'tier1' | 'tier2' | 'tier3' | 'custom'
+  /** Initial fee amount in dollars (one-time implementation fee) */
+  initialFee: number
+  /** Monthly fee amount in dollars (optional, for ongoing support) */
+  monthlyFee?: number
+}
+
+// =============================================================================
+// Builder
+// =============================================================================
+
+/**
+ * Build a standardized proposal PDF document
+ *
+ * Creates the standard 6+ page proposal structure:
+ * 1. Cover page with company branding
+ * 2. Executive Summary with key metrics
+ * 3-N. Automation detail pages (one per automation)
+ * N+1. Summary table + Investment (combined)
+ * N+2. Acceptance page with signature fields
+ *
+ * @param config - Proposal document configuration
+ * @returns PDFDocument ready for rendering
+ *
+ * @example
+ * ```typescript
+ * import { buildProposalDocument } from '@repo/core/pdf/sections'
+ *
+ * const document = buildProposalDocument({
+ *   company: 'Acme Corp',
+ *   contact: 'John Smith',
+ *   vertical: 'Marketing Agency',
+ *   solutions: 'Reporting - Invoicing',
+ *   executiveSummary: 'Based on our discovery call...',
+ *   automations: [
+ *     { title: 'Client Reporting', hoursPerWeek: 12, annualSavings: 31200, ... }
+ *   ],
+ *   tier: 'tier2',
+ *   initialFee: 5000,
+ *   monthlyFee: 2500  // optional
+ * })
+ * ```
+ */
+export function buildProposalDocument(config: ProposalDocumentConfig): PDFDocument {
+  const {
+    company,
+    contact,
+    vertical,
+    solutions,
+    logoSrc,
+    executiveSummary,
+    automations,
+    tier,
+    initialFee,
+    monthlyFee
+  } = config
+
+  // Calculate totals for metrics
+  const totalSavings = automations.reduce((sum, a) => sum + a.annualSavings, 0)
+
+  // Build page array
+  const pages: Page[] = [
+    // Page 1: Cover
+    coverSection({
+      company,
+      contact,
+      vertical,
+      solutions,
+      logoSrc
+    }),
+
+    // Page 2: Executive Summary
+    summarySection({
+      totalSavings,
+      automationCount: automations.length,
+      description: executiveSummary
+    }),
+
+    // Pages 3-N: Automation details (one per automation)
+    ...automations.map(automation => automationSection(automation)),
+
+    // Page N+1: Combined Summary Table + Investment
+    summaryInvestmentSection({
+      automations: automations.map(a => ({
+        title: a.title,
+        hoursPerWeek: a.hoursPerWeek,
+        annualSavings: a.annualSavings
+      })),
+      initialFee,
+      monthlyFee
+    }),
+
+    // Page N+2: Acceptance (signature fields)
+    acceptanceSection({
+      companyName: company,
+      contactName: contact,
+      tier,
+      initialFee,
+      monthlyFee
+    })
+  ]
+
+  return {
+    pages,
+    metadata: {
+      title: `Proposal for ${company}`,
+      author: 'Elevasis'
+    }
+  }
+}
+
+// =============================================================================
+// Helper for generating executive summary text
+// =============================================================================
+
+/**
+ * Generate standard 3-paragraph executive summary
+ *
+ * Creates consistent narrative structure:
+ * - Paragraph 1: Problem statement with cost impact
+ * - Paragraph 2: Solution overview with human oversight emphasis
+ * - Paragraph 3: Projected ROI and implementation timeline
+ *
+ * @param config - Summary generation parameters
+ * @returns Executive summary with paragraph breaks (\n\n)
+ */
+export function generateExecutiveSummary(config: {
+  contact: string
+  company: string
+  totalSavings: number
+  totalHoursPerWeek: number
+  automationCount: number
+}): string {
+  const { contact, company, totalSavings, totalHoursPerWeek, automationCount } = config
+
+  return `${contact}, your team at ${company} is caught in a cycle of inefficiency that's quietly draining $${totalSavings.toLocaleString()} annually from your bottom line. These aren't just administrative headaches - they're opportunities slipping through the cracks, relationships strained by delays, and time wasted on tasks that could run themselves.
+
+This proposal outlines ${automationCount} targeted automations designed specifically for ${company}'s workflow. Each solution maintains human oversight at critical decision points while eliminating the repetitive tasks consuming your team's time. We're not replacing your people - we're freeing them to focus on what they do best.
+
+The projected annual savings of $${totalSavings.toLocaleString()} represents 70% of the cost you're currently losing to manual processes. More importantly, reclaiming ${totalHoursPerWeek} hours per week means your team can take on more work without burning out. The automations outlined here can be implemented within 2-3 weeks of approval.`
+}

package/src/business/pdf/sections/summary-investment.ts

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+/**
+ * Summary + Investment Combined Section Builder
+ *
+ * Creates a single page combining the summary table with investment details.
+ * Consolidates two sparse pages into one efficient layout.
+ *
+ * Layout:
+ * - Summary table (automations with hours/savings)
+ * - Totals metrics card
+ * - Projection disclaimer
+ * - Next steps
+ * - Contact CTA
+ */
+
+import type { Page } from '../types'
+import type { SummaryInvestmentConfig } from './types'
+
+/** Savings rate used for projections (matches ROI calculator) */
+const SAVINGS_RATE_PERCENT = 70
+
+/** Default next steps if not provided */
+const DEFAULT_NEXT_STEPS = [
+  'Review this proposal and note any questions',
+  'Schedule a follow-up call to discuss details',
+  "We'll provide a detailed SOW with timeline",
+  'Begin implementation within 2 weeks of approval'
+]
+
+/**
+ * Creates a combined summary and investment page
+ *
+ * This consolidates what was previously two separate pages:
+ * - Table summary (automation list with metrics)
+ * - Investment (tier + next steps)
+ *
+ * @param config - Content-only configuration
+ * @returns Page object ready for PDFDocument.pages array
+ */
+export function summaryInvestmentSection(config: SummaryInvestmentConfig): Page {
+  const {
+    automations,
+    initialFee,
+    monthlyFee,
+    nextSteps = DEFAULT_NEXT_STEPS,
+    contactCta = 'Questions? Reply to this email or book a call at elevasis.io/call'
+  } = config
+
+  // Calculate totals
+  const totalHoursPerWeek = automations.reduce((sum, a) => sum + a.hoursPerWeek, 0)
+  const totalAnnualSavings = automations.reduce((sum, a) => sum + a.annualSavings, 0)
+
+  // Format table rows
+  const tableRows = automations.map(a => [
+    a.title,
+    String(a.hoursPerWeek),
+    `$${a.annualSavings.toLocaleString()}`
+  ])
+
+  // Footer row with totals
+  const footerRow = [
+    'Projected Savings',
+    String(totalHoursPerWeek),
+    `$${totalAnnualSavings.toLocaleString()}`
+  ]
+
+  // Build pricing metrics (always show initial fee, conditionally show monthly fee)
+  const pricingMetrics: Array<{ type: 'metric'; value: string; label: string }> = [
+    {
+      type: 'metric',
+      value: `$${initialFee.toLocaleString()}`,
+      label: 'Initial Fee'
+    }
+  ]
+
+  if (monthlyFee) {
+    pricingMetrics.push({
+      type: 'metric',
+      value: `$${monthlyFee.toLocaleString()}/mo`,
+      label: 'Monthly Fee'
+    })
+  }
+
+  return {
+    sections: [
+      // Summary table with totals row
+      {
+        type: 'table',
+        headers: ['Automation', 'Hrs/Week Saved', 'Proj. Annual Savings'],
+        rows: tableRows,
+        footerRow,
+        columnWidths: ['*', 100, 120]
+      },
+      // Projection disclaimer
+      {
+        type: 'text',
+        content: `*Projections based on ${SAVINGS_RATE_PERCENT}% efficiency improvement, a conservative estimate for automation ROI. Actual results may vary based on implementation specifics.`,
+        variant: 'caption'
+      },
+      // Price label
+      { type: 'text', content: 'Price', variant: 'subtitle' },
+      // Pricing metrics
+      {
+        type: 'card',
+        layout: 'horizontal',
+        content: pricingMetrics
+      },
+      // Next steps
+      { type: 'text', content: 'Next Steps', variant: 'subtitle' },
+      {
+        type: 'list',
+        ordered: true,
+        items: nextSteps
+      },
+      // CTA
+      {
+        type: 'text',
+        content: contactCta,
+        variant: 'caption'
+      }
+    ],
+    header: { title: 'Summary & Investment', variant: 'accent' },
+    footer: true
+  }
+}

package/src/business/pdf/sections/summary.ts

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+/**
+ * Summary Section Builder
+ *
+ * Creates an executive summary page with key metrics and description.
+ * Consumer provides content only; styling is handled internally.
+ */
+
+import type { Page } from '../types'
+import type { SummaryConfig } from './types'
+
+/**
+ * Creates an executive summary page with metrics card and description
+ *
+ * Supports paragraph breaks: description can contain \n\n for paragraph separation.
+ *
+ * @param config - Content-only configuration
+ * @returns Page object ready for PDFDocument.pages array
+ */
+export function summarySection(config: SummaryConfig): Page {
+  const { totalSavings, automationCount, description } = config
+
+  // Split description into paragraphs (double newline = paragraph break)
+  const paragraphs = description.split(/\n\n+/).filter(p => p.trim())
+
+  // Build description sections - each paragraph as separate text block
+  const descriptionSections = paragraphs.map(paragraph => ({
+    type: 'text' as const,
+    content: paragraph.trim(),
+    variant: 'body' as const
+  }))
+
+  return {
+    sections: [
+      {
+        type: 'card',
+        layout: 'horizontal',
+        content: [
+          {
+            type: 'metric',
+            value: `$${totalSavings.toLocaleString()}`,
+            label: 'Projected Annual Savings'
+          },
+          {
+            type: 'metric',
+            value: String(automationCount),
+            label: 'Automations Proposed'
+          }
+        ]
+      },
+      ...descriptionSections
+    ],
+    header: { title: 'Executive Summary', variant: 'accent' },
+    footer: true
+  }
+}

package/src/business/pdf/sections/table-summary.ts

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+/**
+ * Table Summary Section Builder
+ *
+ * Creates a summary table page with all automations and totals.
+ * Consumer provides content only; styling is handled internally.
+ */
+
+import type { Page } from '../types'
+import type { TableSummaryConfig } from './types'
+
+/**
+ * Creates a summary table page with automation overview and totals
+ *
+ * @param config - Content-only configuration
+ * @returns Page object ready for PDFDocument.pages array
+ */
+export function tableSummarySection(config: TableSummaryConfig): Page {
+  const { automations } = config
+
+  // Calculate totals
+  const totalHoursPerWeek = automations.reduce((sum, a) => sum + a.hoursPerWeek, 0)
+  const totalAnnualSavings = automations.reduce((sum, a) => sum + a.annualSavings, 0)
+
+  // Format table rows - show full titles
+  const tableRows = automations.map(a => [
+    a.title,
+    String(a.hoursPerWeek),
+    `$${a.annualSavings.toLocaleString()}`
+  ])
+
+  return {
+    sections: [
+      {
+        type: 'table',
+        headers: ['Automation', 'Hours/Week', 'Annual Savings'],
+        rows: tableRows,
+        columnWidths: ['*', 80, 100]
+      },
+      {
+        type: 'card',
+        layout: 'horizontal',
+        content: [
+          {
+            type: 'metric',
+            value: String(totalHoursPerWeek),
+            label: 'Total Hours/Week Saved'
+          },
+          {
+            type: 'metric',
+            value: `$${totalAnnualSavings.toLocaleString()}`,
+            label: 'Total Annual Savings'
+          }
+        ]
+      }
+    ],
+    header: { title: 'Summary', variant: 'accent' },
+    footer: true
+  }
+}

package/src/business/pdf/sections/types.ts

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+/**
+ * PDF Section Builder Types
+ *
+ * Content-only configuration schemas for composable PDF sections.
+ * These types define WHAT content to display, not HOW to style it.
+ * Styling is handled internally by the section builders.
+ */
+
+/**
+ * Cover section configuration
+ * Content for the proposal cover page
+ */
+export interface CoverConfig {
+  /** Company name (main title) */
+  company: string
+  /** Contact person name */
+  contact: string
+  /** Business vertical (e.g., "Marketing & Creative Agency") */
+  vertical: string
+  /** Solutions summary (e.g., "Client reporting - Content workflows - Lead qualification") */
+  solutions: string
+  /** Date string (optional, defaults to current date) */
+  date?: string
+  /** Logo source URL or base64 (optional) */
+  logoSrc?: string
+}
+
+/**
+ * Summary section configuration
+ * Content for the executive summary page
+ */
+export interface SummaryConfig {
+  /** Total annual savings amount */
+  totalSavings: number
+  /** Number of automations proposed */
+  automationCount: number
+  /** Summary description text */
+  description: string
+}
+
+/**
+ * Automation section configuration
+ * Content for a single automation detail page
+ */
+export interface AutomationConfig {
+  /** Automation title (e.g., "Automated Client Reporting") */
+  title: string
+  /** How the automation works (2-3 sentences) */
+  howItWorks: string
+  /** Step-by-step workflow with optional human checkpoints */
+  workflow: Array<string | { text: string; highlight: boolean }>
+  /** Expected impact/benefits (bullet points) */
+  impact: string[]
+  /** Hours saved per week */
+  hoursPerWeek: number
+  /** Annual savings in dollars */
+  annualSavings: number
+}
+
+/**
+ * Table summary section configuration
+ * Content for the automations summary table page
+ */
+export interface TableSummaryConfig {
+  /** Automation summaries for table rows */
+  automations: Array<{
+    title: string
+    hoursPerWeek: number
+    annualSavings: number
+  }>
+}
+
+/**
+ * Investment section configuration
+ * Content for the investment and next steps page
+ */
+export interface InvestmentConfig {
+  /** Pricing tier */
+  tier: 'tier1' | 'tier2' | 'tier3' | 'custom'
+  /** Custom tier description (optional, used when tier is 'custom') */
+  customTierDescription?: string
+  /** Next steps list (optional, uses defaults if not provided) */
+  nextSteps?: string[]
+  /** Contact CTA text (optional) */
+  contactCta?: string
+}
+
+/**
+ * Combined summary + investment section configuration
+ * Consolidates table summary and investment into a single page
+ */
+export interface SummaryInvestmentConfig {
+  /** Automation summaries for table rows */
+  automations: Array<{
+    title: string
+    hoursPerWeek: number
+    annualSavings: number
+  }>
+  /** Initial fee amount in dollars (one-time implementation fee) */
+  initialFee: number
+  /** Monthly fee amount in dollars (optional, for ongoing support) */
+  monthlyFee?: number
+  /** Next steps list (optional, uses defaults if not provided) */
+  nextSteps?: string[]
+  /** Contact CTA text (optional) */
+  contactCta?: string
+}
+
+/**
+ * Acceptance section configuration
+ * Content for the agreement acceptance and signature page
+ */
+export interface AcceptanceConfig {
+  /** Company name for personalization */
+  companyName: string
+  /** Contact name for personalization */
+  contactName: string
+  /** Service tier being proposed */
+  tier: 'tier1' | 'tier2' | 'tier3' | 'custom'
+  /** Initial fee amount in dollars (one-time implementation fee) */
+  initialFee: number
+  /** Monthly fee amount in dollars (optional, for ongoing support) */
+  monthlyFee?: number
+}