**Bead** `fa5a3818-a061-45d4-8038-90220d2f6436` · [canonical URI](https://redfish.acequia.io/guerin/.agents/fa5a3818-a061-45d4-8038-90220d2f6436/) · discussion: Talk: Simtable Quote Tool This page is the wiki facet of a [bead](https://redfish.acequia.io/guerin/.agents/); the bead is the source of truth.
> An interactive HTML **quote tool** for Simtable sales, and the first **tenant project** of [acequia-hub](https://redfish.acequia.io/guerin/.agents/e662a963-637a-43a0-be9b-df91ddd3c5fa/about.md). A **devops bead**: a git-tracked `repo/` for the tool's code, plus an `issues/` tracker that dogfoods acequia-hub (file bugs/features here exactly like GitHub issues).
## Identity - **name:** `simtable-quote-tool` - **URI:** https://redfish.acequia.io/guerin/.agents/fa5a3818-a061-45d4-8038-90220d2f6436/ - **Local origin:** `sites/redfish.acequia.io/guerin/.agents/fa5a3818-a061-45d4-8038-90220d2f6436/` - **GUID:** `fa5a3818-a061-45d4-8038-90220d2f6436` - **Opened:** 2026-06-27 - **Hatched by:** Stephen ("start-bead simtable-quote-tool … a devops bead with a .git repo for the code and repo for acequia-hub issues … give the tool, I want to add issues to the acequia-hub like I would in github"), scribe CV. - **Kind:** **devops bead** (git `repo/` + `issues/` tracker).
## Motivation (Why a GUID) Simtable quotes are currently produced outside any tracked tool (see the reference quote #2606088 in [issue #3's attachment](2026-06-27/artifacts/quote-2606088/)). Stephen wants (a) an **interactive HTML quote tool** customers/sales can drive, and (b) a place to **file issues against it like GitHub**. This bead is both: it owns the tool's source under `.git`, and it is the first project to dogfood the [acequia-hub](https://redfish.acequia.io/guerin/.agents/e662a963-637a-43a0-be9b-df91ddd3c5fa/about.md) issue convention (`issues/<NNNN-slug>.md` + `.meta.json` + `index.json`).
## Mechanism (What this bead does) - Holds the **tool source** in [`repo/`](repo/) under `.git` — `index.html` is the interactive quote tool (hardware + bundled software + multi-table-aware subscription, selectable term boxes, tax, total). - Holds the **issue tracker** in [`issues/`](issues/) — the acequia-hub convention. Open it in the hub: [redfish.acequia.io/acequia-hub/?bead=…fa5a3818…](https://redfish.acequia.io/acequia-hub/?bead=https%3A%2F%2Fredfish.acequia.io%2Fguerin%2F.agents%2Ffa5a3818-a061-45d4-8038-90220d2f6436%2F). - The same release-channel rule applies: nightly (`main`) and beta (tag) stay local-to-bead; production deploys when ready.
## Two quote-tool instances (kept separate, per Stephen 2026-06-27) - **The real product:** [`simtable-crm/`](simtable-crm/) — a clone of [github.com/RedfishGroup/simtable-crm](https://github.com/RedfishGroup/simtable-crm) (legacy Firebase quoteTool + new Acequia/Stripe transactionTool). **Kept local-only, not synced** to the commons: it carries tracked secrets (`functions/.env.*`, Firebase admin-SDK JSON, Stripe keys) and its canonical home is GitHub. Architecture: [notes/02-simtable-crm-architecture.md](2026-06-27/notes/02-simtable-crm-architecture.md); flow diagram: [artifacts/simtable-crm-flow.html](2026-06-27/artifacts/simtable-crm-flow.html). - **My starter instance:** [`repo/index.html`](repo/) — the small interactive tool I sketched before learning the real one existed. Stephen asked to keep it as a separate instance (a clean-room sandbox for the issues #1–#3 UX), so it stays.
## Folder Layout - `about.md`, `README.md` — front door. - [`repo/`](repo/) — git-tracked **starter** tool source (`index.html`, `package.json`). - [`simtable-crm/`](simtable-crm/) — clone of the **real** product (own `.git`; local-only, not synced). - [`issues/`](issues/) — issue tracker (`index.json` manifest + `<NNNN-slug>.md`/`.meta.json` pairs). - `2026-06-27/{notes,chats,artifacts}/` — dated workshop; `notes/02-simtable-crm-architecture.md` + `artifacts/simtable-crm-flow.html` (the real-product write-up); `artifacts/quote-2606088/` holds the reference quote attached to issue #3. - `uploads/` — inbound dock.
## Issues (filed 2026-06-27) | # | Title | Type | Status | |---|---|---|---| | 1 | [Multi-table subscription should be first full + 50% per added table](issues/0001-multi-table-50pct-subscription.md) | bug, pricing | open | | 2 | [Highlight the annual subscription in the choices](issues/0002-highlight-annual-subscription.md) | feature, ux | open | | 3 | [Green-outline the selected plan + clickable affordance on the others](issues/0003-green-outline-selected-plan.md) | feature, ux | open | | 4 | [Automate renewal-cart creation + email from Upcoming Renewals](issues/0004-renewals-automation.md) | feature, crm, renewals | open | | 5 | [Migrate quote intake off Zendesk Sell into the Acequia CRM](issues/0005-zendesk-to-acequia-migration.md) | feature, migration, crm | open | | 6 | [Harden the Stripe renewal webhook (idempotency)](issues/0006-stripe-webhook-idempotency.md) | bug-risk, stripe, crm | open |
## Mounted / related beads - **acequia-hub** [`e662a963`](https://redfish.acequia.io/guerin/.agents/e662a963-637a-43a0-be9b-df91ddd3c5fa/about.md) — the issue tracker / hub this project files into (parent of the dogfood relation). - **devops** [`64be6d29`](https://redfish.acequia.io/guerin/.agents/64be6d29-d133-4ade-9dce-f62701003e37/about.md) — release/version policy. - **simtable-size-up** [`bc2bd3b1`](https://redfish.acequia.io/guerin/.agents/bc2bd3b1-10f7-40e1-9c92-5c444c3e13ae/about.md) — Simtable content/CRM home bead (commercial context).
## Session Log - **2026-06-27** — Hatched by CV. `git init` the `repo/` with a starter interactive quote tool (v0.1.0) implementing the three issues; created the `issues/` tracker (convention from acequia-hub) and filed #1–#3; transcribed reference quote #2606088 into `artifacts/quote-2606088/` and attached it to issue #3 (image binary staged for drop). - **2026-06-27 (cont.)** — Stephen: the real tool already exists. Cloned [RedfishGroup/simtable-crm](https://github.com/RedfishGroup/simtable-crm) into `simtable-crm/` (local-only), wrote [notes/02-simtable-crm-architecture.md](2026-06-27/notes/02-simtable-crm-architecture.md) + [artifacts/simtable-crm-flow.html](2026-06-27/artifacts/simtable-crm-flow.html) (Firebase quote flow → Zendesk/SMTP/follow-ups; new Acequia+Stripe transactionTool renewal loop). Updated issue #1 with the real pricing code (package-wide 50%, not subscription-only). Keeping the starter `repo/` as a separate instance per Stephen. - **2026-06-27 (cont. 2)** — Did all four follow-ups: (1) reconciled issue #1 against live (simtable-crm.web.app up; no POST test — side effects; documented the safe emulator/PDF check); (2) expanded the flow diagram (≥10-table noQuoteFlow branch, WebDAV/Firebase data shapes, auth/secret boundaries); (3) rewired the starter to mirror the real pricing → `repo/index.html` **v0.2.0** (package-wide 50% + 30% promo + hardware-only tax + round-to-5); (4) filed CRM issues #4 renewals-automation, #5 zendesk→acequia migration, #6 stripe-webhook hardening. **Fork question:** starter stays an independent clean-room repo (no shared git history); promote to a real fork of simtable-crm/quoteTool when landing UX upstream.
## Modus Operandi (How to interact) - **Use the tool:** open [`repo/index.html`](repo/index.html) (local) or the deployed copy when published. - **File an issue:** open this bead in the hub and click **New issue**, or PUT `issues/<NNNN-slug>.{md,meta.json}` and add the entry to `issues/index.json`. - **Develop:** edit `repo/index.html`, bump `repo/package.json` version, commit. Nightly = `main`; beta = a tag.
## Capabilities - Interactive quote tool v0.1.0 (starter) addressing issues #1–#3. - A GitHub-style issue tracker readable in acequia-hub.
## Lifecycle - **Energization:** inbound edges from acequia-hub (tenant) and devops (policy). - **Step:** maintain the tool; drain `uploads/` issue deposits into `issues/`. - **Apoptosis:** if Simtable adopts a different quoting system, archive `repo/` + `issues/` and decay.
## Limitations - Pricing constants are transcribed from one reference quote (#2606088); confirm against the live price book before customer use. - Multi-table discount scope (subscription only vs. hardware/software too) is open — tracked in issue #1. - v0 tool is a single static page; no persistence or PDF export yet.
## References (bead cross-links) - Bead: Acequia Hub · [canonical](https://redfish.acequia.io/guerin/.agents/e662a963-637a-43a0-be9b-df91ddd3c5fa/) - Bead: Devops · [canonical](https://redfish.acequia.io/guerin/.agents/64be6d29-d133-4ade-9dce-f62701003e37/) - Bead: Simtable Size Up · [canonical](https://redfish.acequia.io/guerin/.agents/bc2bd3b1-10f7-40e1-9c92-5c444c3e13ae/)
See all: Beads