> For the complete documentation index, see [llms.txt](https://docs.digit.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.digit.org/works/works-v1.0/platform/configuration/service-configuration/estimate.md).

# Estimate

## Overview

The estimate service provides the functionality to create, update and search for estimates related to a Works project. An estimate is always linked to a project. 

The source code for this service is available [here](https://github.com/egovernments/DIGIT-Works/tree/master/backend/estimates). Refer to the below docs for a deeper understanding of this service.

[Low-level design](/works/works-v1.0/platform/architecture/low-level-design/services/detailed-estimates.md)

[Functional specifications](/works/works-v1.0/platform/functional-specifications/estimates.md)

## Pre-requisites

The following services need to be running for the Estimate service to function:

* DIGIT backbone services (PostgreSQL, Elastic Search, Zuul)
* Project 
* MDMS
* Persister
* Indexer
* Workflow
* User
* [IDGen](https://core.digit.org/platform/core-services/id-generation-service)
* MDMS V2
* Contract Service
* Measurement Service

## Functionality

Refer to the [functional specifications](/works/works-v1.0/platform/functional-specifications/estimates.md) for details on the capabilities supported by this service.

## Configuration

### MDMS Configuration

Configure roles, actions and role-action mappings as per the table below by referring to this document:

<table><thead><tr><th width="274.3333333333333">Role</th><th width="514">APIs</th></tr></thead><tbody><tr><td>ESTIMATE_CREATOR</td><td>/estimate-service/estimate/v1/_create</td></tr><tr><td></td><td>/estimate-service/estimate/v1/_search</td></tr><tr><td></td><td>/wms/estimate/_search</td></tr><tr><td>ESTIMATE_VERIFIER</td><td>/estimate-service/estimate/v1/_update</td></tr><tr><td></td><td>/estimate-service/estimate/v1/_search</td></tr><tr><td></td><td>/wms/estimate/_search</td></tr><tr><td>TECHNICAL_SANCTIONER</td><td>/estimate-service/estimate/v1/_update</td></tr><tr><td></td><td>/estimate-service/estimate/v1/_search</td></tr><tr><td></td><td>/wms/estimate/_search</td></tr><tr><td>ESTIMATE_APPROVER</td><td>/estimate-service/estimate/v1/_update</td></tr><tr><td></td><td>/estimate-service/estimate/v1/_search</td></tr><tr><td></td><td>/wms/estimate/_search</td></tr><tr><td>ESTIMATE_VIEWER</td><td>/estimate-service/estimate/v1/_search</td></tr><tr><td></td><td>/wms/estimate/_search</td></tr><tr><td>EMPLOYEE_COMMON</td><td>/inbox/v2/_search</td></tr></tbody></table>

Refer to the sample [here](https://github.com/egovernments/works-mdms-data/blob/DEV/data/pg/ACCESSCONTROL-ROLEACTIONS/roleactions.json).&#x20;

### Persister Configuration&#x20;

The persister file for the service is called `estimate-service.yml`.

<https://github.com/egovernments/configs/blob/UNIFIED-DEV/works/egov-persister/estimate-service.yml>

Follow the steps [here](/works/works-v1.0/platform/configuration/service-configuration.md#persister-configuration) for configuring this.

### Indexer Configuration

Ensure the below files are present in <https://github.com/egovernments/configs/blob/UNIFIED-DEV/works/egov-indexer/estimateservices-indexer.yml>

In case the above files are not present, add them in the given location and restart the egov-indexer service in the respective environment. Before restarting the service ensure the below configurations are done.

{% hint style="info" %}
**Note:** Add [this config](https://github.com/egovernments/DIGIT-DevOps/pull/1101/commits/5a31196d78e8aa537a3176f67f4b1951e1306a0f) in the respective environment YAML file in the DevOps repository and then deploy the service.
{% endhint %}

### Idgen Configuration

In the common-masters folder of MDMS, locate the IDFormat.json file. ID formats should be configured for the Estimate number as well as Estimate Detail objects. Make sure the following lines are added and the format modified per implementation:

```json
{
  "tenantId": "pg",
  "moduleName": "common-masters",
  "IdFormat": [
    {
      "format": "ES/[fy:yyyy-yy]/[SEQ_ESTIMATE_NUM]",
      "idname": "estimate.number"
    },
    {
      "format": "RE/[fy:yyyy-yy]/[SEQ_ESTIMATE_REVISION_NUM]",
      "idname": "estimate.revision.number"
    }]
}
```

#### Estimate masters

The following masters need to be configured for the Estimate Service. Make sure to use the same master name and module names:

[UOM - Unit of measurement](https://github.com/egovernments/works-mdms-data/blob/UAT/data/statea/common-masters/uom.json)

[Overheads](https://github.com/egovernments/works-mdms-data/blob/UAT/data/statea/works/Overheads.json)

### Workflow Configuration

The workflow configuration for Estimate is given below. This payload needs to be called against businessService \_create API for workflow configuration:

{% code lineNumbers="true" %}

```sh
"BusinessServices": [
    {
      "tenantId": "statea",
      "businessService": "ESTIMATE",
      "business": "estimate-service",
      "businessServiceSla": 432000000,
      "states": [
	  {
          "sla": null,
          "state": null,
          "applicationStatus": "SUBMITTED",
          "docUploadRequired": false,
          "isStartState": true,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "SUBMIT",
              "nextState": "PENDINGFORVERIFICATION",
              "roles": [
                "ESTIMATE_CREATOR"
              ]
            }
          ]
        },
        {
          "sla": 172800000,
          "state": "PENDINGFORVERIFICATION",
          "applicationStatus": "VERIFIED",
          "docUploadRequired": false,
          "isStartState": true,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "VERIFYANDFORWARD",
              "nextState": "PENDINGFORTECHNICALSANCTION",
              "roles": [
                "ESTIMATE_VERIFIER"
              ]
            },
            {
              "action": "SENDBACK",
              "nextState": "PENDINGFORCORRECTION",
              "roles": [
                "ESTIMATE_VERIFIER"
              ]
            },
            {
              "action": "REJECT",
              "nextState": "REJECTED",
              "roles": [
				"ESTIMATE_VERIFIER"
              ]
            }
          ]
        },
        {
          "sla": 86400000,
          "state": "PENDINGFORTECHNICALSANCTION",
          "applicationStatus": "TECHNICALLY SANCTIONED",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "TECHNICALSANCTION",
              "nextState": "PENDINGFORAPPROVAL",
              "roles": [
                "TECHNICAL_SANCTIONER"
              ]
            },
            {
              "action": "SENDBACK",
              "nextState": "PENDINGFORVERIFICATION",
              "roles": [
                "TECHNICAL_SANCTIONER"
              ]
            },
            {
              "action": "SENDBACKTOORIGINATOR",
              "nextState": "PENDINGFORCORRECTION",
              "roles": [
				"TECHNICAL_SANCTIONER"
              ]
            },
            {
              "action": "REJECT",
              "nextState": "REJECTED",
              "roles": [
				"TECHNICAL_SANCTIONER"
              ]
            }
          ]
        },
        {
          "sla": 86400000,
          "state": "PENDINGFORAPPROVAL",
          "applicationStatus": "SENT BACK",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "SENDBACK",
              "nextState": "PENDINGFORTECHNICALSANCTION",
              "roles": [
                "ESTIMATE_APPROVER"
              ]
            },
            {
              "action": "SENDBACKTOORIGINATOR",
              "nextState": "PENDINGFORCORRECTION",
              "roles": [
				"ESTIMATE_APPROVER"	
              ]
            },
            {
              "action": "APPROVE",
              "nextState": "APPROVED",
              "roles": [
                "ESTIMATE_APPROVER"
              ]
            },
            {
              "action": "REJECT",
              "nextState": "REJECTED",
              "roles": [
				"ESTIMATE_APPROVER"	
              ]
            }
          ]
        },
        {
          "sla": 86400000,
          "state": "PENDINGFORCORRECTION",
          "applicationStatus": "RE-SUBMITTED",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": false,
          "isStateUpdatable": true,
          "actions": [
            {
              "action": "RE-SUBMITTED",
              "nextState": "PENDINGFORVERIFICATION",
              "roles": [
                "ESTIMATE_CREATOR"
              ]
            },
            {
              "action": "SENDBACKTOORIGINATOR",
              "nextState": "PENDINGFORCORRECTION",
              "roles": [
                "ESTIMATE_CREATOR"
              ]
            },
            {
              "action": "REJECT",
              "nextState": "REJECTED",
              "roles": [
                "ESTIMATE_CREATOR"
              ]
            }
          ]
        },
        {
          "sla": null,
          "state": "APPROVED",
          "applicationStatus": "APPROVED",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": true,
          "isStateUpdatable": false,
          "actions": null
        },
        {
          "sla": null,
          "state": "REJECTED",
          "applicationStatus": "REJECTED",
          "docUploadRequired": false,
          "isStartState": false,
          "isTerminateState": true,
          "isStateUpdatable": false,
          "actions": null
        }
      ]
    }
  ]
```

{% endcode %}

### Inbox Configuration

Inbox should be configured if Workflow is configured for the Estimate Service. If there is no workflow involved, this can be skipped.

Add the inbox-v2 configuration in a respective environment in MDMS as it has been done [here](https://github.com/egovernments/egov-mdms-data/blob/UNIFIED-DEV/data/pg/inbox-v2/InboxConfiguration.json). Below is the inbox configuration for the Estimate service:

{% code lineNumbers="true" %}

```
{
      "module": "estimate-service",
      "index": "estimate-inbox-v2",
      "allowedSearchCriteria": [
        {
          "name": "tenantId",
          "path": "Data.tenantId.keyword",
          "isMandatory": true,
          "operator": "EQUAL"
        },
        {
          "name": "status",
          "path": "Data.currentProcessInstance.state.uuid.keyword",
          "isMandatory": false
        },
        {
          "name": "estimateId",
          "path": "Data.estimateNumber.keyword",
          "isMandatory": false
        },
        {
          "name": "department",
          "path": "Data.executingDepartment.keyword",
          "isMandatory": false
        },
        {
          "name": "typeOfWork",
          "path": "Data.project.projectType.keyword",
          "isMandatory": false
        },
        {
          "name": "projectId",
          "path": "Data.project.projectNumber.keyword",
          "isMandatory": false
        },
        {
          "name": "fromProposalDate",
          "path": "Data.proposalDate",
          "isMandatory": false,
          "operator": "GTE"
        },
        {
          "name": "toProposalDate",
          "path": "Data.proposalDate",
          "isMandatory": false,
          "operator": "LTE"
        },
        {
          "name": "createdBy",
          "path": "Data.auditDetails.createdBy.keyword",
          "isMandatory": false
        }
      ],
      "sortBy": {
          "path": "Data.auditDetails.createdTime",
          "defaultOrder": "ASC"
      },
      "sourceFilterPathList": ["Data.currentProcessInstance", "Data.auditDetails", "Data.additionalDetails"]
    }
```

{% endcode %}

<https://github.com/egovernments/egov-mdms-data/blob/UNIFIED-DEV/data/pg/inbox-v2/InboxConfiguration.json>

## Deployment

The below variables should be configured well before the deployment of the estimate service build image. These are configured in the DevOps repository:

* Add these ‘db-host’,’db-name’,’db-url’, ’domain’ and all the DIGIT core platform services configurations (Idgen, workflow, user etc.) in respective environments YAML file.
* Add estimate-service related environment variables’ value like the way it's done in [‘dev](https://github.com/egovernments/DIGIT-DevOps/blob/unified-env/deploy-as-code/helm/environments/unified-works-dev.yaml)’ environment YAML file.
* Add the ‘[egov-mdms-service](https://github.com/egovernments/DIGIT-DevOps/blob/5a9eb4c6141e19bd747238889ceed9bc9fffdc6f/deploy-as-code/helm/environments/works-dev.yaml#L190)’ related configuration to the respective environment YAML file. Make sure to change the gitsync.branch name.
* Check the estimate-service persister file is added in the egov-persister.perister-yml-path variable. If not, follow the steps outlined [here](https://github.com/egovernments/DIGIT-DevOps/blob/5a9eb4c6141e19bd747238889ceed9bc9fffdc6f/deploy-as-code/helm/environments/works-dev.yaml#L233).
* Make sure to add the DB (Postgres and flyway) username & password in the respective environment secret YAML file. Follow the steps given [here](https://github.com/egovernments/DIGIT-DevOps/blob/e742a292f2966bb1affb3b03edd643a777917ba1/deploy-as-code/helm/environments/works-dev-secrets.yaml#L3).
* Ensure that the DIGIT core services-related secrets are added to the respective environment secret file. Follow the steps given [here](https://github.com/egovernments/DIGIT-DevOps/blob/digit-works/deploy-as-code/helm/environments/works-dev-secrets.yaml).

## Integration

Postman scripts for Estimate are available [here](https://github.com/egovernments/DIGIT-Works/blob/develop/backend/estimates/Estimate_Service_Collection.postman_collection.json).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.digit.org/works/works-v1.0/platform/configuration/service-configuration/estimate.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.