@elevasis/core 0.30.0 → 0.31.0

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

@@ -1,200 +1,206 @@
-/**
- * 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.`
-}
+/**
+ * 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
+
+  // Document metadata
+  /** Name of the service provider issuing the proposal (used in acceptance text and document metadata) */
+  providerName: string
+}
+
+// =============================================================================
+// 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,
+    providerName
+  } = 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,
+      providerName
+    })
+  ]
+
+  return {
+    pages,
+    metadata: {
+      title: `Proposal for ${company}`,
+      author: providerName
+    }
+  }
+}
+
+// =============================================================================
+// Helper for generating executive summary text
+// =============================================================================
+
+/**
+ * Generate standard 3-paragraph executive summary
+ *
+ * Creates consistent narrative structure:
+ * - Paragraph 1: Problem statement with cost impact
+ * - Paragraph 2: Solution overview with human oversight emphasis
+ * - Paragraph 3: Projected ROI and implementation timeline
+ *
+ * @param config - Summary generation parameters
+ * @returns Executive summary with paragraph breaks (\n\n)
+ */
+export function generateExecutiveSummary(config: {
+  contact: string
+  company: string
+  totalSavings: number
+  totalHoursPerWeek: number
+  automationCount: number
+}): string {
+  const { contact, company, totalSavings, totalHoursPerWeek, automationCount } = config
+
+  return `${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.`
+}