1.7 KiB
2026-03-05 Session Notes
Compass Spreadsheet Automation Plan Delivery
Session opened with delivery of comprehensive implementation plan for integrating Martine's legacy Excel spreadsheet workflows (CSI cost estimation and project lead tracking) into the Compass Next.js application. Plan spans 6 phases: schema and migration setup, CSI seed data, server actions, UI pages and components, export pipelines (NetSuite/Buildertrend), and data import utilities.
Key Plan Components
Phase 1 (Schema): Three new Drizzle schema files—schema-estimating.ts (csi_divisions, estimates, payment_applications, change_orders), schema-leads.ts (project_leads, lead_estimates, activity_logs, orc_checklists), and schema-operations.ts (purchase_orders, equipment_checkouts, payment_receipts). Registration via drizzle.config.ts and index.ts; permissions model adds lead/estimate/purchaseorder/equipment resources with role-based CRUD.
Phase 2 (Data): CSI MasterFormat 2016 reference data (25 divisions, 00-48 codes) hardcoded in csi-masterformat-data.ts with seeding action.
Phase 3 (Handlers): 11 server action files following existing vendor pattern (requireAuth, permissions checks, isDemoUser guard, success/error returns).
Phase 4 (UI): Sidebar navigation additions and new dashboard routes spanning /leads, /estimates, /purchase-orders, /equipment; key components for estimate editor with CSI accordion, payment application forms (G702/G703), activity timelines, equipment inventory dashboard.
Phase 5-6: Export (NetSuite/Buildertrend mappers, CSV/XLSX) and import pipelines for legacy spreadsheet data.
Open Threads
No implementation work begun yet. Plan awaits confirmation/iteration before Phase 1 schema development starts.