Estimate

Estimate module frontend tech documentation

Overview

The Estimate module helps in creating estimates based on projects created. This enables in deciding the Tendering, and Quotation.

The module has 5 associated screens :

1. Create Estimate

2. Search Estimate

3. Edit Estimate

4. View Estimate

5. Estimate Inbox

Configurations

MDMS Configurations

S.No.	Data	MDMS Link
1	UOM (Unit of Measurement)	Unit of Measurement Masters
2	Overheads	Overheads Masters
3	Document Config	Document Upload Config

Module Enablement Configuration

Set module code as “Estimate” in Module.js of Estimate Module. Refer to the file CityModule.json

{
            "module": "Estimate",
            "code": "Estimate",
            "active": true,
            "order": 3,
            "tenants": [
                {
                    "code": "pg.cityb"
                },
                {
                    "code": "pg.cityc"
                },
                {
                    "code": "pg.citya"
                }
            ]
        }

Enable Module in App.js. Update the object ‘enabledModules’. Use the code Estimate. This code should match the code of the cityModule.json, mentioned above.

Role-action Mapping

S.No.	API	Action ID	Roles
1	/estimate-service/estimate/v1/_create	9	ESTIMATE_CREATOR
2	/estimate-service/estimate/v1/_search	10	ESTIMATE_CREATOR, ESTIMATE_VERIFIER, TECHNICAL_SANCTIONER ESTIMATE_APPROVER ESTIMATE_VIEWER EMPLOYEE_COMMON
3	/estimate-service/estimate/v1/_update	11	ESTIMATE_VERIFIER, TECHNICAL_SANCTIONER, ESTIMATE_APPROVER
4	/wms/estimate/_search	77	EMPLOYEE_COMMON
5	/pms/project/v1/_search	52	PROJECT_VIEWER

Sidebar Configuration

S.No.	Screen	Navigation URL	Left Icon Updates	Roles
1	Search Estimate	/works-ui/employee/estimate/search-estimate	dynamic:EstimateIcon	ESTIMATE_VIEWER
2	Estimate Inbox	/works-ui/employee/estimate/inbox	dynamic:EstimateIcon	ESTIMATE_VERIFIER TECHNICAL_SANCTIONER ESTIMATE_APPROVER ESTIMATE_CREATOR

Sample object for a sidebar action defined in MDMS (containing navigationUrl )

{
      "id": 17,
      "name": "ESTIMATE",
      "url": "url",
      "displayName": "Estimate Inbox",
      "orderNumber": 2,
      "parentModule": "",
      "enabled": true,
      "serviceCode": "ESTIMATE",
      "code": "null",
      "navigationURL": "/works-ui/employee/estimate/inbox",
      "path": "2ESTIMATE.EstimateInbox",
      "leftIcon": "dynamic:EstimateIcon"
    }

Screen Configuration

S.No.	Screen	Configuration
1	Create Estimate	Create Estimate Config
2	Search Estimate	Search Estimate Config
3	Estimate Inbox	Estimate Inbox Config
4	WMS Estimate Search	Estimate WMS Search Config

Localization Configuration & Modules

TenantID	Module
pg	rainmaker-common
pg	rainmaker-estimate
pg	rainmaker-common-masters
pg	rainmaker-workflow
pg.citya	rainmaker-pg.citya

Workflow Configuration

1. Business Service name - “mukta-estimate”. Refer to the MDMS file for workflow businessServices names - Workflow
2. For Workflow related actions, the View screens use two components:

   • Workflow Actions -> For calling the update API with appropriate workflow action (through the action bar rendered at the bottom of the view screen). This component has all the logic to show actions according to the logged-in user, showing relevant popups and calling the update API to execute an action.

   Popups are rendered based on configMap defined in this config file Popup.

   • Workflow Timeline -> To show the workflow history on View screens.

Customisation

Custom Components used in Estimate:

1. Document Config -

   • Based on the document config, respective documents will be rendered on the Create Screen. Please mention the validations, file type limits and file size limits in this config
2. NonSOR Table - Non-SOR Table

   • Used in Create Estimate Screen to capture Non-Sor line items.

3. Overheads Table - Overheads Table

   • Used in Create Estimate Screen to capture Overhead items.

4. Total Estimate Amount - Total Estimate Amount

   • Used in Create Estimate Screen to calculate and render Total Estimate Amount.

5. UploadFileComposer - Upload File Composer

   • Used in Create Estimate Screen to render document upload section using Document Config
6. Labour and Material Analysis- Labour and Material Analysis

   • Used in Create Estimate screen to capture labour and material costs. The total labour and material costs cannot be greater than the total Estimate Amount.

Create Estimate Screen:

1. Use the common Utility “PreProcessMDMSConfig”.

2. Pass the associated dependencies for the config.

3. The utility will return a config which will run through FormComposer.

4. Refer to docs for Pre-Process config in Component comments.

5. UOM and Overheads captured in the create screen are MDMS data.

Inbox / Search Screen:

1. Use the common utility “preProcessMDMSConfigInboxSearch”.

2. Pass the associated dependencies for the config.

3. The utility will return a config which will run through RenderFormFields.

4. Refer to docs for Pre-Process config in Component comments.

All the Inbox and Search screens throughout the app are rendered using this component Inbox/Search Composer.