Quote builder

Name: Quote builder
Author: @dealdesk

@dealdesk/quote-builder

Price a quote from your price book CSV and the products a customer picked. Handles flat, volume, and graduated tier pricing plus line and deal discounts, checks per-product discount limits, and writes a customer-ready quote and a deal file for the order form.

SkillRevOpsv1.0.0 (latest)Tested

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1#!/usr/bin/env node
2// quote-builder: price a quote from a price book CSV and a selections JSON.
3// Handles flat, volume (all units at the tier reached), and tiered (graduated)
4// pricing, then line and deal discounts. Node 22, built-ins only.
5//
6// Usage:
7// node scripts/quote.mjs <price-book.csv> <selections.json> [--out out] [--name quote] [--today YYYY-MM-DD]
8
9import { readFileSync, writeFileSync, mkdirSync } from "node:fs";
10import { join } from "node:path";
11
12function fail(msg) {
13 console.error(`quote-builder: ${msg}`);
14 process.exit(1);
15}
16
17const args = process.argv.slice(2);
18const opts = { out: "out", name: "quote", today: null };
19const pos = [];
20for (let i = 0; i < args.length; i++) {
21 if (args[i] === "--out") opts.out = args[++i];
22 else if (args[i] === "--name") opts.name = args[++i];
23 else if (args[i] === "--today") opts.today = args[++i];
24 else if (args[i] === "--help" || args[i] === "-h") {
25 console.log("Usage: node scripts/quote.mjs <price-book.csv> <selections.json> [--out out] [--name quote] [--today YYYY-MM-DD]");
26 process.exit(0);
27 } else pos.push(args[i]);
28}
29if (pos.length !== 2) fail("give a price book CSV and a selections JSON. Try --help.");
30
31function read(p) {
32 try {
33 return readFileSync(p, "utf8");
34 } catch {
35 fail(`cannot read ${p}`);
36 }
37}
38
39function parseCsv(text) {
40 const rows = [];
41 let row = [];
42 let field = "";
43 let q = false;
44 text = text.replace(/^\uFEFF/, "");
45 for (let i = 0; i < text.length; i++) {
46 const c = text[i];
47 if (q) {
48 if (c === '"') {
49 if (text[i + 1] === '"') {
50 field += '"';
51 i++;
52 } else q = false;
53 } else field += c;
54 } else if (c === '"') q = true;
55 else if (c === ",") {
56 row.push(field);
57 field = "";
58 } else if (c === "\n" || c === "\r") {
59 if (c === "\r" && text[i + 1] === "\n") i++;
60 row.push(field);
61 rows.push(row);
62 row = [];
63 field = "";
64 } else field += c;
65 }
66 if (field !== "" || row.length) {
67 row.push(field);
68 rows.push(row);
69 }
70 const data = rows.filter((r) => r.some((v) => v.trim() !== ""));
71 if (data.length === 0) return [];
72 const header = data.shift().map((h) => h.trim().toLowerCase().replace(/\s+/g, "_"));
73 return data.map((r) => Object.fromEntries(header.map((h, i) => [h, (r[i] ?? "").trim()])));
74}
75
76const num = (s) => {
77 if (s === undefined || s === null || String(s).trim() === "") return null;
78 const n = Number(String(s).replace(/[$,]/g, ""));
79 return Number.isFinite(n) ? n : NaN;
80};
81
82// ---------- price book ----------
83const book = new Map();
84parseCsv(read(pos[0])).forEach((r, i) => {
85 const rowNo = i + 2;
86 if (!r.sku) fail(`price book row ${rowNo}: sku is empty`);
87 const price = num(r.unit_price ?? r.list_price ?? r.price);
88 if (price === null || Number.isNaN(price)) fail(`price book row ${rowNo} (${r.sku}): unit_price must be a number`);
89 const entry = book.get(r.sku) || {
90 sku: r.sku,
91 name: r.name || r.description || r.sku,
92 unit: r.unit || "unit",
93 billing: /one/i.test(r.billing || "") ? "one_time" : "recurring",
94 pricing: (r.pricing || "flat").toLowerCase(),
95 floor_pct: num(r.max_discount_pct),
96 tiers: [],
97 };
98 if (!["flat", "volume", "tiered"].includes(entry.pricing)) fail(`price book row ${rowNo} (${r.sku}): pricing must be flat, volume, or tiered`);
99 entry.tiers.push({ min: num(r.min_qty) ?? 1, max: num(r.max_qty), price });
100 book.set(r.sku, entry);
101});
102for (const e of book.values()) {
103 e.tiers.sort((a, b) => a.min - b.min);
104 for (let i = 1; i < e.tiers.length; i++) {
105 const prev = e.tiers[i - 1];
106 if (prev.max === null || prev.max + 1 !== e.tiers[i].min)
107 fail(`price book ${e.sku}: tiers must be contiguous (tier ending ${prev.max ?? "open"} is followed by a tier starting ${e.tiers[i].min})`);
108 }
109}
110
111// ---------- selections ----------
112let sel;
113try {
114 sel = JSON.parse(read(pos[1]));
115} catch (e) {
116 fail(`${pos[1]} is not valid JSON: ${e.message}`);
117}
118if (!Array.isArray(sel.lines) || sel.lines.length === 0) fail("selections need a non-empty lines array");
119const term = Number(sel.term_months ?? 12);
120const currency = (sel.currency || "USD").toUpperCase();
121const dealDisc = Number(sel.deal_discount_pct ?? 0);
122
123const cents = (x) => Math.round(x * 100);
124const fmt = (c) => new Intl.NumberFormat("en-US", { style: "currency", currency }).format(c / 100);
125const r1 = (x) => Math.round(x * 10) / 10;
126
127function priceFor(entry, qty) {
128 // returns total in cents for qty units (per year for recurring)
129 const t = entry.tiers;
130 if (entry.pricing === "flat" || t.length === 1) return Math.round(qty * cents(t[0].price));
131 if (entry.pricing === "volume") {
132 const tier = t.find((x) => qty >= x.min && (x.max === null || qty <= x.max)) || t[t.length - 1];
133 return Math.round(qty * cents(tier.price));
134 }
135 // tiered (graduated)
136 let total = 0;
137 for (const x of t) {
138 if (qty < x.min) break;
139 const top = x.max === null ? qty : Math.min(qty, x.max);
140 total += (top - x.min + 1) * cents(x.price);
141 }
142 return Math.round(total);
143}
144
145const warnings = [];
146const termFactor = term / 12;
147const lines = sel.lines.map((l, i) => {
148 const e = book.get(l.sku);
149 if (!e) fail(`line ${i + 1}: SKU "${l.sku}" is not in the price book`);
150 const qty = Number(l.quantity);
151 if (!Number.isFinite(qty) || qty <= 0) fail(`line ${i + 1} (${l.sku}): quantity must be positive`);
152 const base = cents(e.tiers[0].price);
153 const listAnnual = Math.round(qty * base);
154 const tierAnnual = priceFor(e, qty);
155 const lineDisc = Number(l.discount_pct ?? (e.billing === "recurring" || sel.discount_one_time ? dealDisc : 0));
156 if (lineDisc < 0 || lineDisc >= 100) fail(`line ${i + 1} (${l.sku}): discount_pct must be between 0 and 100`);
157 const netAnnual = Math.round(tierAnnual * (1 - lineDisc / 100));
158 const factor = e.billing === "recurring" ? termFactor : 1;
159 const totalOff = listAnnual > 0 ? (1 - netAnnual / listAnnual) * 100 : 0;
160 if (e.floor_pct !== null && totalOff > e.floor_pct + 1e-9)
161 warnings.push(`${e.sku}: total discount ${r1(totalOff)}% is past this SKU's max of ${e.floor_pct}%`);
162 return {
163 sku: e.sku,
164 name: e.name,
165 unit: e.unit,
166 billing: e.billing,
167 pricing: e.pricing,
168 quantity: qty,
169 list_unit: base,
170 tier_unit: Math.round(tierAnnual / qty),
171 net_unit: Math.round(netAnnual / qty),
172 volume_savings_pct: listAnnual ? (1 - tierAnnual / listAnnual) * 100 : 0,
173 extra_discount_pct: lineDisc,
174 total_discount_pct: totalOff,
175 list_total: Math.round(listAnnual * factor),
176 net_total: Math.round(netAnnual * factor),
177 annual_net: e.billing === "recurring" ? netAnnual : 0,
178 };
179});
180
181const sum = (k) => lines.reduce((a, l) => a + l[k], 0);
182const totals = {
183 list_total: sum("list_total"),
184 net_total: sum("net_total"),
185 acv: sum("annual_net"),
186 one_time: lines.filter((l) => l.billing === "one_time").reduce((a, l) => a + l.net_total, 0),
187};
188totals.discount_amount = totals.list_total - totals.net_total;
189totals.discount_pct = totals.list_total ? (totals.discount_amount / totals.list_total) * 100 : 0;
190if (totals.discount_pct > 25) warnings.push(`Overall discount ${r1(totals.discount_pct)}% is high. Run discount-approval-check before sending.`);
191
192const today = opts.today ? new Date(`${opts.today}T00:00:00Z`) : new Date();
193if (Number.isNaN(today.getTime())) fail("--today must be YYYY-MM-DD");
194const validDays = Number(sel.valid_days ?? 30);
195const validUntil = new Date(today.getTime() + validDays * 86400000).toISOString().slice(0, 10);
196
197// ---------- outputs ----------
198const md = [];
199md.push(`# Quote${sel.quote_number ? ` ${sel.quote_number}` : ""} for ${sel.customer || "Customer"}`, "");
200md.push(`Term: ${term} months. Currency: ${currency}. Valid until ${validUntil}.`, "");
201md.push("| SKU | Product | Qty | List / unit | Your price / unit | Savings | Total for term |");
202md.push("| --- | --- | ---: | ---: | ---: | ---: | ---: |");
203for (const l of lines)
204 md.push(`| ${l.sku} | ${l.name} | ${l.quantity} | ${fmt(l.list_unit)} | ${fmt(l.net_unit)} | ${r1(l.total_discount_pct)}% | ${fmt(l.net_total)} |`);
205md.push("");
206md.push(`| | |`, `| --- | ---: |`);
207md.push(`| List value | ${fmt(totals.list_total)} |`);
208md.push(`| Savings | ${fmt(totals.discount_amount)} (${r1(totals.discount_pct)}%) |`);
209md.push(`| **Total for term** | **${fmt(totals.net_total)}** |`);
210md.push(`| Annual recurring | ${fmt(totals.acv)} |`);
211md.push(`| One-time fees | ${fmt(totals.one_time)} |`);
212md.push("", "Recurring prices are per unit per year. Prices exclude taxes.", "");
213md.push("## How the price was built (internal)", "");
214for (const l of lines) {
215 const parts = [`${l.pricing} pricing`];
216 if (l.volume_savings_pct > 0.0001) parts.push(`volume tiers save ${r1(l.volume_savings_pct)}%`);
217 if (l.extra_discount_pct > 0) parts.push(`plus ${r1(l.extra_discount_pct)}% discount`);
218 md.push(`- ${l.sku}: ${parts.join(", ")}.`);
219}
220if (warnings.length) {
221 md.push("", "## Warnings (internal)", "");
222 for (const w of warnings) md.push(`- ${w}`);
223}
224md.push("");
225
226const m = (c) => c / 100;
227const quote = {
228 customer: sel.customer || null,
229 quote_number: sel.quote_number || null,
230 currency,
231 term_months: term,
232 valid_until: validUntil,
233 lines: lines.map((l) => ({
234 sku: l.sku,
235 quantity: l.quantity,
236 billing: l.billing,
237 pricing: l.pricing,
238 list_unit: m(l.list_unit),
239 net_unit: m(l.net_unit),
240 volume_savings_pct: r1(l.volume_savings_pct),
241 extra_discount_pct: r1(l.extra_discount_pct),
242 total_discount_pct: r1(l.total_discount_pct),
243 list_total: m(l.list_total),
244 net_total: m(l.net_total),
245 })),
246 totals: {
247 list_total: m(totals.list_total),
248 net_total: m(totals.net_total),
249 discount_amount: m(totals.discount_amount),
250 discount_pct: r1(totals.discount_pct),
251 acv: m(totals.acv),
252 one_time: m(totals.one_time),
253 },
254 warnings,
255};
256
257// A deal file that po-creator and discount-approval-check read directly.
258const deal = {
259 customer: { legal_name: sel.customer || "" },
260 currency,
261 term_months: term,
262 start_date: sel.start_date || "",
263 lines: lines.map((l) => ({
264 sku: l.sku,
265 description: l.name,
266 quantity: l.quantity,
267 unit: l.unit,
268 list_price: m(l.list_unit),
269 net_price: m(l.net_unit),
270 billing: l.billing,
271 })),
272};
273
274mkdirSync(opts.out, { recursive: true });
275writeFileSync(join(opts.out, `${opts.name}.md`), md.join("\n"));
276writeFileSync(join(opts.out, `${opts.name}.json`), JSON.stringify(quote, null, 2) + "\n");
277writeFileSync(join(opts.out, `${opts.name}-deal.json`), JSON.stringify(deal, null, 2) + "\n");
278console.log(
279 `Quote for ${sel.customer || "customer"}: ${fmt(totals.net_total)} for ${term} months (${r1(totals.discount_pct)}% off list), ${warnings.length} warning(s). Wrote ${join(opts.out, opts.name)}.{md,json} and ${opts.name}-deal.json`,
280);

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