docs(spec): module quote-content blocks + pack pick-lists (SMS 50k/1L) as HQ-1.5

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
feat/client-detail-redesign
Thomas Joise 2 weeks ago
parent 3cfda5b55d
commit 10529beb42

@ -45,6 +45,13 @@ tracking against our catalog, no AWS attribution, no path to the fleet console).
whether a client may hold **multiple concurrent subscriptions** of it (a per-module whether a client may hold **multiple concurrent subscriptions** of it (a per-module
flag — some modules allow several, others exactly one). At HQ-4, SiMS Next plans join flag — some modules allow several, others exactly one). At HQ-4, SiMS Next plans join
this catalog carrying their D5 `plan_code`, so licensing stays single-sourced. this catalog carrying their D5 `plan_code`, so licensing stays single-sourced.
Two founder additions (2026-07-10): **quote content** — an optional per-module block of
"what's included" lines that flows into quotations under that module's line (editable
per document; modules without content print nothing extra) — and **packs**: named
purchasable variants offered as a pick-list, e.g. the SMS module sold as *SMS 50,000*
or *SMS 1,00,000* packs. A pack is a `module_price_book` row whose `edition` is the
pack name; the composer shows the module's packs with prices and the chosen pack name
prints on the document line.
- **client_module** — the heart. Per client × module: lifecycle status - **client_module** — the heart. Per client × module: lifecycle status
(*quoted → ordered → installing → installed → trained → live → renewed / expired / (*quoted → ordered → installing → installed → trained → live → renewed / expired /
cancelled*), key dates (installation started/completed, payment received, training cancelled*), key dates (installation started/completed, payment received, training
@ -143,6 +150,9 @@ Client 360° — the founder's "where do they sit in the AWS cost chart" view.
All founder-listed capabilities land somewhere in HQ-1…4; phase numbers order delivery, All founder-listed capabilities land somewhere in HQ-1…4; phase numbers order delivery,
nothing is dropped. HQ-1's headline is the founder's stated top pain: documents in minutes. nothing is dropped. HQ-1's headline is the founder's stated top pain: documents in minutes.
**HQ-1.5 (immediate follow-up to HQ-1):** per-module quote-content blocks and pack
pick-lists (SMS 50k / 1L style) in the composer and on the PDF (spec §2 module bullet).
## 7. Non-goals (v1) ## 7. Non-goals (v1)
Dealer portal; impersonation; client-facing portal; WhatsApp sending (email first — the Dealer portal; impersonation; client-facing portal; WhatsApp sending (email first — the

Loading…
Cancel
Save