SteelQuote

A web app for steel sales teams: calculate pricing (mill surcharges, processing costs, margin, transport) for HRS, CR, HDG, PICKLED (pickled HRS), TEARDROP (Łezka) and ZM (Magnelis) steel in real time, save the result as an offer, run it through an approval workflow, and export it to PDF or Excel for a client.

Current release: 1.9 (rolling out to production now). Next version in development: 2.0.

Live at steelpricinghub.abacusai.app (production runs 1.8 until the 1.9 deploy is confirmed; after that this repo moves on to 2.0). On Android the login screen offers to install it as an app.

What's new in 1.9

• Payment terms picked from day presets (prepayment / 2 / 15 / 30 / 45 / 60 / 90 / custom) instead of a date range; the PDF footer states "N days" or "prepayment"
• Offer validity picked as Q1–Q4, "this month" or a custom range; past quarters of the current year are hidden, and choosing a quarter with a different scheduled PGL price shows a notice
• Transport fix: the per-tonne rate of items already in the summary no longer drops while you type the quantity of the next, not-yet-added item. A "Transport cost" badge now sits in the summary header
• Offer lists show the client company and SAP ID under the offer number, and can be searched and sorted by both, including senior and admin panels
• Every page works on a phone in portrait orientation
• Closable filter chips in Analytics, plus role filters in the salespeople ranking and the admin Salespeople panel
• PDF: large amounts and tonnages no longer wrap or get cut off
• Security: calculator warning messages now escape their values (stored XSS fix)

There's also a standalone prototype at the repo root (index.html, steel_calculator_standalone.html) — a single-file version of the calculator with no backend, useful for a quick look without installing anything.

finance_calculator_deployed/nextjs_space/

The app. Next.js 14 (App Router) + PostgreSQL, deployed via Abacus.ai.

Stack: JWT sessions (jose/bcryptjs) is the active auth — Prisma and NextAuth are installed in the scaffold but currently dormant. PDF export goes through a server-side Abacus.ai-hosted rendering endpoint (/api/generate-pdf). Road distances come from Geoapify, with a Nominatim + OSRM fallback so transport still prices without an API key.

Pricing and calculator

• Six steel types — HRS, CR, HDG, PICKLED, TEARDROP, ZM — each with its own grade table, mill surcharges and processing (SSC) options, with totals recalculated as you type. Clicking a line item's row (not just its pencil icon) opens it for editing
• Base PGL is configured per steel type, not as one shared value, and can be scheduled by quarter: the admin fills in Q1–Q4 for a chosen year and the calculator switches to the right quarter's price on its own, by server date — a price entered for a future quarter simply takes effect the moment that quarter starts. The settings table shows the current month next to all four quarters; where a quarter is left empty the manual base value stays in use
• Every base-PGL change is logged (steel type, old and new value, who, when) in an admin-only history table with filtering, sorting and .xlsx download; each steel type keeps a consistent accent colour across the whole app
• One-time grade — a grade outside the price list can be quoted by name plus a EUR/t surcharge. It lives only inside that offer: it is never written to the price list and never suggested in anyone else's quotes
• Extra surcharge with an optional comment, which a per-item checkbox can push into the Remarks column of the PDF
• Teardrop (Łezka) surcharge derived from sheet width, with its own grade table
• EUR/PLN switch for every role — EUR is the single internal source of truth, PLN a display and input layer. An offer freezes the exchange rate it was saved with, so changing the rate later never rewrites a saved, pending or sent offer
• Final unit price and line totals round up to the nearest currency unit (never undercharge); stored and intermediate values stay unrounded

Transport

• Cost derived from the real road distance between the dispatch address and the client's, priced against a carrier tariff the admin maintains — distance bands, each carrying either a flat price or a per-km rate
• Truck count from total offer tonnage against a configurable truck capacity: one tonne over the limit still pays for a whole extra truck. Items of 13.6–15.1 m add a per-truck oversize surcharge
• Self-pickup checkbox zeroes transport and disables the route fields when the client collects the goods themselves
• Routes are cached per address pair, so the same client is geocoded once
• Manual entry stays available for anything the route engine can't price

Offers and approval workflow

• Three roles — junior / senior / admin — with a draft → pending review → approved/rejected → sent workflow
• A junior can send an offer straight from draft, skipping approval, when every line item's margin and base PGL are at or above the admin-configured minimums. The offers list badges drafts "ready to send" or "needs approval", and the calculator warns inline on any line item below threshold. Otherwise the offer takes the full approval path
• Admin and senior can approve, reject or edit offers awaiting review from their panels and send approved offers on, with quick-filter tabs (awaiting review / awaiting send / reviewed by me / all)
• Editing a saved offer never overwrites it in place: if anything actually changed, saving creates a new version (offer_<id>.1, offer_<id>.2, …) and earlier versions stay reachable under a collapsed list on the same card. An approved offer whose new version again needs approval reverts to "pending review" rather than inheriting a stale approval
• Create, list, duplicate, delete and search offers — by name, fallback name, raw ID, client company or SAP ID — with sortable lists (date / offer name / company / SAP ID / value / status) in "My Offers" and the senior and admin panels. Optional offer name falls back to offer_<id> consistently everywhere
• An offer cannot be sent to a client without the client's company name and NIP; it can still be created, saved, edited, duplicated and exported without them
• Leaving a page with unsaved calculator changes prompts first, and "Nowa oferta" clears the workspace deliberately rather than by accident
• Client decision on a sent offer — won / lost with an optional reason, or back to undecided. This is a separate axis from the internal status workflow: approved means a senior signed the offer off, never that the client bought it. Owners record their own; senior and admin may record on anyone's

Clients

• Client data splits into company details (company, NIP, address, SAP ID) and optional contact details, which stay locked until company and NIP are filled
• Company and NIP are typeahead fields over the client directory — picking a suggestion fills all four company fields, and either field falls back to the other when empty. Saving an offer adds or updates that client in the directory, so the search learns new clients; existing values are never overwritten, only blanks get filled
• Contact people are shared across the team: a company can have many, saving an offer stores the person, and clicking into the name field lists that company's contacts — picking one fills surname, phone and e-mail. The admin Clients panel can expand, edit, add or delete a company's contacts in place

Admin panel

• Manage accounts, clients, contacts and every offer in the company
• Dashboard tiles (offers by status, active salespeople, total offers) link straight to the offers list pre-filtered to that status, or to the salespeople panel
• Per-salesperson performance metrics — win rate and tonnage, expandable per row
• Settings: EUR/PLN rate, base PGL per steel type plus the quarterly schedule, minimum margin %, base transport, carrier tariff bands, dispatch address, truck capacity and the oversize surcharge
• A senior can build a team out of juniors; the "Analiza" panel's scope follows that team

Analytics

• /analytics for every role, PowerBI-style. Junior and senior see their own book of business, admin the whole company plus a per-salesperson filter and breakdown; scope is decided server-side, not in the browser
• KPI tiles (tons offered / won / lost / undecided, win rate, offers, clients, value, average margin) each carry the change against the comparison period — calendar-aligned, so July compares against June and not against a 31-day window starting 31 May
• Fifteen period presets plus a custom range; buckets by day / week / month / quarter / year; and a choice of which date to count by (created, sent or client decision), so "what did I quote in Q1" and "what did I close in Q1" are different questions with different answers
• Filters for salesperson, steel type, status, client decision and client — a steel-type filter narrows to matching line items, so filtering a mixed HRS+HDG offer to HDG counts only its HDG tonnage
• Timeline as line / area / stacked area / bar / stacked bar split by any dimension; breakdown as horizontal bars / pie / donut / table; a won-vs-lost share bar with win rate over time; top-clients and top-salespeople tables; the source offers behind every figure in a sortable table; and .xlsx export of the whole view. Clicking a bar, slice or tile drills the page down to it
• Charts reuse the app's own --accent-* steel-type colours, so a steel type keeps its colour in light, dark and high contrast alike
• Only the latest version of an edited offer counts, so a family of offer_30, offer_30.1, offer_30.2 is one quote and not three

Export and interface

• PDF export of an offer, generated in the seller's selected UI language. The Remarks column lists every selected mill and processing (SSC) surcharge for each line item (thickness tolerance, certificate, coating, protection, packaging, surface, finish, weld, marking, edging, labels, and so on)
• Excel (.xlsx) export in KTS/GPAO column format, for both the calculator summary and individual offers, with column widths fitted to content
• Four languages: PL / EN / CS / DE
• Light and dark themes plus a High Contrast toggle on every page — one fixed bold palette independent of the light/dark choice, with larger text, for salespeople on older or very small screens

Setup

cd finance_calculator_deployed/nextjs_space
npm install --legacy-peer-deps   # legacy flag: eslint 9 vs @typescript-eslint/parser@7, lint-only conflict
cp .env.example .env.local       # fill in DATABASE_URL and JWT_SECRET for your local Postgres

# Migrations are idempotent and must run in order (001 → 023).
for f in migrations/*.sql; do psql "$DATABASE_URL" -v ON_ERROR_STOP=1 -f "$f"; done

npm run dev

Open http://localhost:3000. To create an admin account for local testing, insert a user directly:

node -e "console.log(require('bcryptjs').hashSync('yourpassword', 10))"

INSERT INTO users (email, password, role, full_name, is_active)
VALUES ('you@example.com', '<hash from above>', 'admin', 'Your Name', true);

On Windows there's a one-shot alternative: steelquote-start.ps1 at the repo root starts a portable Postgres, creates the database, runs every migration, installs dependencies if needed, seeds test accounts into the local database only, and launches the dev server. steelquote-stop.ps1 shuts it back down.

Environment variables

Variable	Required	What it's for
DATABASE_URL	yes	PostgreSQL connection string
JWT_SECRET	yes	Signs the session cookie
ABACUSAI_API_KEY	for PDF export	Deployment token for the Abacus.ai-hosted rendering service behind /api/generate-pdf
GEOAPIFY_API_KEY	optional	Geocoding and truck routing for transport costs; without it the app falls back to Nominatim + OSRM
NEXTAUTH_SECRET	no	Belongs to the dormant NextAuth scaffold

Notes

• Real .env/.env.local files, local Postgres data, and files generated from actually running the app locally (saved offer PDFs, uploads) are excluded via .gitignore — they're runtime state, not source code. Use .env.example as a starting point.
• Version reports for every release live in Historia wersji oraz md/.

Roadmap

• Actually deliver a sent offer to the client by e-mail with the PDF attached — today "sent" only moves the offer's status
• Payment-terms table on the offer
• Import offers from Excel (KTS/GPAO format) — analysed, deliberately deferred
• Signup flow beyond the admin-only /api/signup endpoint
• Password reset via email
• Rate-limit login attempts (so test accounts don't need long passwords)
• Resolve dormant Prisma/NextAuth scaffold (finish wiring or remove)
• Merge the duplicated calculator data files (calc-data.ts / calculatorData.ts)

License

MIT