trades-builder

安装量: 429
排名: #7765

安装

npx skills add https://github.com/customware-ai/skills --skill trades-builder

Trades Operations Skill What This Skill Does This skill defines how to build a trades operations tool — the estimate-to-payment workflow that construction trades and field service businesses run daily. It is NOT a generic project management tool (Jira/Asana). It is NOT a CPQ tool (no product configuration). It is a workflow tracker specifically shaped for businesses that: Create estimates based on measured scope items (square footage, linear feet, units) Schedule and assign field work to crews or subtrades Track progress by scope item and location Pay subtrades based on completed measured work Invoice customers and collect payment Common verticals: drywall, roofing, HVAC, plumbing, electrical, painting, flooring, concrete, landscaping, general contracting. The builder reads this skill, reads the DOMAIN.md for the specific trade and terminology, and generates a working prototype that uses the customer's actual scope items, pricing, and workflow stages. When to Use This Skill Use this skill when the transcript or DOMAIN.md contains these signals: Signal Examples Scope items with measurements square footage, linear feet, board feet, units per area Field scheduling crew assignment, job calendar, field work planning Subtrade payments paying subs, trade payments, per-sqft pay rates Estimate-to-invoice workflow estimate → schedule → work → invoice cycle Trade-specific scopes insulation, drywall, taping, roofing, framing, plumbing rough-in Location-based specs different specs per floor, per room, per zone Dual invoicing trade invoices (outgoing to subs) AND customer invoices (incoming from clients) Do NOT use this skill for: Product configuration with dependencies → use cpq-builder Inventory and stock management → use erp-builder (future) Generic CRM or contact management → use crm-builder Template Contract Before you start building, understand what the template gives you and what this skill adds. This is the contract: The template ( app/layouts/MainLayout.tsx ) ships with: SidebarProvider , Sidebar , SidebarContent , SidebarInset , SidebarTrigger — already wired SidebarContent is empty — this is your landing zone One brand slot in the header (logo placeholder + company name) ModeToggle and user menu in the header's right cluster This skill fills: SidebarContent — with the vertical stepper and saved projects (see Layout Pattern below) The brand slot in the header — with the client's logo and company name from DOMAIN.md The header's right cluster — adds a role switcher DropdownMenu before the existing user menu The in

— via route components for each of the five sections This skill does NOT: Add a second Sidebar component. There is one sidebar. Put a brand tile inside SidebarContent . Brand lives in the header only. Rewire SidebarProvider or replace the collapsible behavior. Use what's there. Put the stepper as horizontal tabs in the main content area. The stepper is a vertical list inside SidebarContent . If you find yourself wanting to restructure MainLayout.tsx , stop — the answer is almost always to fill SidebarContent instead. Section Definitions The trades-builder tool has FIVE sections . These are fixed — they come from this skill, not from the business process described in the transcript. Section 1: Estimate What it does: Capture the project details and build the scope-based estimate. Project details (editable inline): Project name — inline editable text (click to edit, save on blur) Customer name — inline editable text Address — inline editable text Estimate number — auto-generated, read-only Lead source — Select dropdown if DOMAIN.md defines sources, otherwise free text Estimator notes — Textarea , always editable Scope items table (the core of this section): This table is the most important element in the app. Each row represents a scope of work with measured quantities. Column Type Editable Notes Scope Select dropdown Yes Options from DOMAIN.md: insulation, drywall, taping, sanding, cleaning, priming, etc. Location Text input Yes e.g., "Main floor living room," "Basement suite" Spec/Type Text input or Select Yes e.g., "Type X," "Moisture resistant," "R-20 batt," "Level 4 finish" Sq ft Number input Yes Square footage for this scope at this location Rate Number input Yes Dollar rate per sqft (CAD) Line total Calculated No Sqft × Rate, auto-calculated Actions Delete button — Trash icon to remove the row "Add row" button below the table to add more scope items Multiple rows per scope type — e.g., two drywall rows for different locations with different types Auto-calculated footer: Subtotal, Tax (GST 5%), Total — updates on every cell change All cells are directly editable — click a cell, type, blur to save. See frontend-design skill for inline editing pattern. Data from DOMAIN.md to use: Entity Registry → Job Specification sub-items become the Scope dropdown options Business Rules → unit of measure (sqft, lft), tax type and rate, payment terms Terminology Glossary → exact scope names (not generic labels) Section 2: Schedule What it does: Plan field work assignments and sequence. Fields (editable): Assigned roles/people — Select dropdowns from DOMAIN.md Stakeholder Map, NOT free text Scope sequence — reorderable list showing which scope items happen in what order Start date — date picker, editable Target completion date — date picker, editable Field crew notes — Textarea , editable If DOMAIN.md mentions scheduling tools (e.g., "Bold for scheduling"), reference them in the section description: "Use Bold to line up the field crew." Section 3: In Progress What it does: Track work completion per scope item and location. Display: Table populated from Estimate's scope items — same rows, now being tracked for completion Column Type Editable Notes Scope Text No From Estimate Location Text No From Estimate Sq ft Number No From Estimate Status Select dropdown Yes Not Started / In Progress / Completed Status changes save immediately to localStorage "Mark all completed" button for bulk update Progress indicator: "3 of 5 scope items completed" Section 4: Close Out What it does: Handle the dual payment flow — pay subtrades and invoice the customer. Display — two cards side by side: Trade Invoice card: Subtrade payment amount — auto-calculated from completed scope items (sqft × rate) Status: Select dropdown — Ready to pay / Paid Payment date — date picker, editable when status is Paid Reference to Bold if mentioned in DOMAIN.md Customer Invoice card: Invoice amount — subtotal + tax from Estimate Status: Select dropdown — Ready to send / Sent / Paid Invoice date — date picker, editable Reference to Arvest if mentioned in DOMAIN.md "Close out job" action button that marks the project as Completed Both invoice statuses must be saved to localStorage If DOMAIN.md mentions invoicing tools , reference them in the card headers: "Trade invoice (Bold)" and "Customer invoice (Arvest)." Section 5: Job Summary What it does: Read-only summary of the completed project — the final output view. Layout (top to bottom): Company header — brand logo from domain.md Brand Logos section (use the logo URL or path provided) + company name + placeholder address ("123 Main St, City, Province, Postal Code — update in settings") Project metadata — project name, customer, address, estimate number, dates, assigned to. Two-column grid of label/value pairs. Scope summary table — all scope items with scope type, location, spec/type, sqft, rate, line total. Clean Table with right-aligned numeric columns. Totals block — subtotal, tax (GST 5%), total. Total is large and bold. Payment status — trade invoice status badge + customer invoice status badge, side by side. Terms — payment terms (Net 30), currency (CAD). This view is entirely read-only. No edit controls, no inputs, no dropdowns. Users click back to Estimate or Schedule in the stepper to make changes. The Job Summary is the output, not the workspace. Layout Pattern The trades-builder tool uses a three-panel layout with FIVE sections (not four). The builder MUST follow this layout. Left sidebar (always visible, collapsible) The template ships SidebarProvider , Sidebar , SidebarContent , and SidebarTrigger already wired in app/layouts/MainLayout.tsx . SidebarContent is empty — that's the slot this skill fills. Do not re-wire the sidebar, do not add a second Sidebar component, and do not put a brand tile inside it. Brand identity lives in the header only (see Template Contract above). Sidebar heading: Use a contextual label like "Workflow" or "Project workflow" — not the company name. The heading describes what the navigation IS. Component Content Stepper A VERTICAL list of ALL FIVE sections inside SidebarContent : (1) Estimate, (2) Schedule, (3) In Progress, (4) Close Out, (5) Job Summary. Each step shows: step number, label, subtitle from section description, and completion state. Vertical stepper in the sidebar — NOT horizontal tabs in the main content area. Saved projects List of projects stored in localStorage. Each shows name + customer + status badge (Estimated / Scheduled / In Progress / Completed). Pin this section to the bottom of the sidebar so it's always visible without scrolling. Double-click a project name to rename inline. CRITICAL: Stepper labels come from THIS SKILL, not from DOMAIN.md. The DOMAIN.md state model may list estimated, scheduled, in progress, completed — those are the project's STATUS values for badges. The stepper LABELS are the skill's section names: Estimate, Schedule, In Progress, Close Out, Job Summary. These are different things. The stepper has 5 steps. The domain has 4 statuses. Do not use the domain status list as stepper labels — you'll get 4 steps instead of 5 and lose Close Out and Job Summary. Main content (center — changes per section) Only the active section renders. Do NOT stack all sections on one scrolling page. Do NOT combine multiple sections into one panel (e.g., "Schedule / In Progress / Close Out" as one section is WRONG — each is its own panel). Do NOT use horizontal tabs. Each stepper step shows its corresponding panel at FULL WIDTH of the main content area. All other panels are hidden. Implementation: use a currentStep state variable (0–4). Render only the panel that matches currentStep . // ALL FIVE panels, conditional rendering { currentStep === 0 && < EstimatePanel /> } { currentStep === 1 && < SchedulePanel /> } { currentStep === 2 && < InProgressPanel /> } { currentStep === 3 && < CloseOutPanel /> } { currentStep === 4 && < JobSummaryPanel /> } Section What renders Estimate Project details form + scope items table with add/remove rows, quantities, rates, auto-calculated totals. "Save estimate" and "Continue to Schedule" buttons. Schedule Role/crew assignment dropdowns (from DOMAIN.md), scope sequence, date fields, field notes. "Continue to In Progress" button. In Progress Location-based scope tracking table with status per row. "Mark completed" button. Close Out Trade invoice card + customer invoice card, side by side. "Close out job" button. Job Summary Read-only formatted project summary with company header, scope table, totals, payment status. Right sidebar (always visible) Component Content Project summary Live-updating card: current stage, estimate number, payment terms, subtotal, tax, total. Updates when scope items change. Workflow notes Business rules from DOMAIN.md displayed as contextual guidance. Reference BR-IDs. Actions Back, Continue, and Delete project buttons. Primary action uses brand accent color. RBAC behavior Seed localStorage with roles from DOMAIN.md User Roles or Stakeholder Map. Role switcher is a single DropdownMenu dropdown in the header bar — not separate buttons. Shows active role name and badge. Approval gating : If DOMAIN.md says only certain roles can close out or approve, disable those buttons for other roles. Role-specific views : If roles handle specific stages (e.g., estimator handles Estimate, project manager handles Schedule), show relevant context when that role is active. Price visibility Show prices on the Estimate panel — unit rates, line totals, subtotal, tax, total. Show running totals in the right sidebar Project Summary. Use the currency, tax type, and tax rate from DOMAIN.md. Format prices with the currency code (e.g., "$3,900.40 CAD" or "$3,900.40" with "CAD" shown in the summary). shadcn/ui component mapping Trades-ops Element shadcn Component Usage Notes Project details form Input , Label , Select Project name, customer, address. Stack label above input. Scope items table Table , TableHeader , TableRow , TableCell Add/remove rows. Right-align numeric columns. Scope item status Badge Not Started = outline, In Progress = blue, Completed = green. Project status badges Badge Estimated = amber, Scheduled = blue, In Progress = blue, Completed = green. Role badges Badge Staff = outline, Approver = default. Assignment dropdowns Select , SelectContent , SelectItem Populate from DOMAIN.md stakeholder names. NOT free text inputs. Invoice status cards Card , CardHeader , CardContent Trade invoice + customer invoice side by side. Action buttons Button Primary: brand accent, "Continue." Secondary: outline, "Back." Destructive: "Delete project." Stepper navigation Custom vertical list Inside SidebarContent . Step number in circle, label, subtitle, completion checkmark. Use cn() for states. Role switcher DropdownMenu Single dropdown trigger in header. Project summary sidebar Card with stacked label/value rows Labels muted, values bold. Total row large and prominent. Workflow notes Card with text-sm text-muted-foreground Reference material with BR-IDs. Date fields Input with type="date" Start date, target completion. Notes/textarea Textarea Estimator notes, field crew notes. Confirmation dialogs AlertDialog Delete project, close out job. Toast notifications Sonner / toast() After save, mark complete, close out. Deterministic Mapping Rules Entity → Scope Item Mapping When the Knowledge Agent extracts entities from the transcript, map them to the trades-builder structure: DOMAIN.md entity Maps to In section Project / Job Project record (top-level) All sections Estimate Estimate data (prices, terms) Estimate panel Job Specification / Scope Scope items table rows Estimate + In Progress Invoice Customer invoice card Close Out Trade Invoice Trade invoice card Close Out Subtrade Payment Payment status on trade invoice Close Out Field Schedule Schedule data Schedule panel Business Rule → Validation Mapping DOMAIN.md rule pattern Implementation "tracked by square footage" Scope items table uses sqft as quantity column "paid per square footage" Trade invoice amount = sum of (sqft × rate) for completed scope items "different [type] per location" Scope items table includes Location column, multiple rows per scope type "stages: estimated, scheduled, in progress, completed" Stepper stages match exactly "manually entered" Project creation form, no import flow "GST/HST at X%" Tax line in estimate and invoice, tax type as label "Net 30/45" Payment terms shown in summary and invoice "only [role] can [action]" RBAC gate on the relevant button Integration → Reference Mapping If DOMAIN.md lists integration points (e.g., Bold, Arvest, QuickBooks), reference them in section descriptions and workflow notes — but do NOT build integration UI. The prototype is localStorage-only. Integration comes in the full build. Reference Files This skill expects these files to exist: File Purpose DOMAIN.md or .tasks/domain.md Business terminology, entities, rules, roles, brand data frontend-design/SKILL.md Universal layout principles, brand theming, visual quality rules The builder should read BOTH before writing any code.
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