Estimate Template

Overview

Requirement of creating an estimate template that can be used to create an estimate, This template has SOR and NON-SOR line items, which will be copied while creating an estimate.

Why Choose MDMS V2?

According to the requirement, the Estimate service has no dependency on other services. The only dependency is with SOR which is a part of MDMS-V2. It stores the data and for that the MDMS service is sufficient. We finalized this approach to reduce the overhead of creating and maintaining a new service.

Figma Design

MDMS Schema

{
           "id": "2e42e1fc-fa18-459f-bdc4-5dfcfc1b0b10",
           "tenantId": "pg",
           "code": "WORKS.EstimateTemplateTest",
           "description": "WORKS.EstimateTemplateTest",
           "definition": {
               "type": "object",
               "title": "Generated schema for Estimate Template",
               "$schema": "http://json-schema.org/draft-07/schema#",
               "required": [
                   "templateId",
                   "templateName",
                   "projectType",
                   "projectSubType",
                   "lineItems"
               ],
               "x-unique": [
                   "templateId"
               ],
               "properties": {
                   "lineItems": {
                       "type": "array",
                       "items": {
                           "type": "object",
                           "required": [
                               "lineItemType"
                           ],
                           "properties": {
                               "uom": {
                                   "type": "string"
                               },
                               "sorCode": {
                                   "type": "string"
                               },
                               "description": {
                                   "type": "string"
                               },
                               "lineItemType": {
                                   "type": "string",
                                   "default": "LIT"
                               }
                           },
                           "additionalProperties": false
                       }
                   },
                   "templateId": {
                       "type": "string",
                       "default": "TMP"
                   },
                   "projectType": {
                       "type": "string"
                   },
                   "templateName": {
                       "type": "string"
                   },
                   "projectSubType": {
                       "type": "string"
                   },
                   "templateDescription": {
                       "type": "string"
                   }
               },
               "x-ui-schema": {
                   "ui:order": [
                       "templateId",
                       "templateName",
                       "templateDescription",
                       "projectType",
                       "projectSubType",
                       "lineItems"
                   ],
                   "templateId": {
                       "format": [
                           "preprocess"
                       ],
                       "formatType": "autogenerate",
                       "ui:readonly": true,
                       "autogenerate": "works.template.number"
                   }
               },
               "x-ref-schema": [
                   {
                       "fieldPath": "lineItems.*.sorCode",
                       "schemaCode": "WORKS-SOR.SOR"
                   },
                   {
                       "fieldPath": "lineItems.*.uom",
                       "schemaCode": "common-masters.UOM"
                   }
               ]
           },
           "isActive": true,
           "auditDetails": {
               "createdBy": null,
               "lastModifiedBy": null,
               "createdTime": 1702025336295,
               "lastModifiedTime": 1702025336295
           }
}