HEAVYLIGHT.TOOLS

Tool Documentation Atlas

Project Documentation

QuoteIC

HEAVY LIGHT’s browser-based document generator for creating branded quotes, invoices, and service contracts, including single-document export and complete package generation.

Document Types Quote, Invoice, Contract
Storage Local Browser Memory
Output PDF Generation
Numbering Q / INV / C Prefix Counters

Core Purpose

Deliver a fast in-browser workflow for producing client-facing financial and legal documents with consistent branding and minimal repetition.

PDF Pack Template Memory Record Search

Project Structure

  • index.html for form UI and controls.
  • src/app.mjs orchestrates user flow.
  • src/pdf.mjs renders quote/invoice/contract PDFs.
  • src/numbering.mjs manages serial increments.
  • src/memory.mjs handles persisted defaults and profiles.
  • tests/ covers numbering and validation behavior.

Primary Features

Full Pack Generation

Generate quote, invoice, and contract together using a coordinated numbering cycle.

Configurable Terms

Adjust deposit percentage, revision rounds, payment terms, and additional legal conditions.

Template-Assisted Fill

Quick-fill client and scope content from memory defaults to reduce repetitive entry.

Profile Portability

Export/import complete profile bundles for moving settings and records across machines.

Usage Workflow

  1. Start local server in project folder: python3 -m http.server 8080
  2. Open http://localhost:8080 in browser.
  3. Complete client details and line items.
  4. Generate one document or the full package.

Data Behavior

  • Memory persists in browser local storage.
  • data/memory.json seeds first-run defaults.
  • History clearing and numbering reset are separate operations.
  • Line-item suggestions provide default pricing for recurring scopes.

User Instructions: Everyday Workflow

  1. Fill top document fields (type, logo, number, date, currency), then complete From and Bill To.
  2. Add line items with quantity and unit price, then confirm tax and totals.
  3. Set contract controls: deposit percentage, revision rounds, and additional terms.
  4. Choose action: Download PDF, Generate Full Pack, or Generate Contract from Quote.
Download PDF Full Pack Contract Finalization

Instruction Highlights

Automatic Numbering

Quote, invoice, and contract counters advance automatically. Full Pack uses one shared serial across all three outputs.

Contract Finalization

Review generated contract text, add signature (drawn or typed), set signed date, then export finalized contract PDF.

Templates + Quick Fill

Reuse client, scope, terms, and line-item defaults through template create/apply actions in the quick-fill panel.

Saved Records + Backup

Search/load past jobs, export full profile JSON for safety backups, and import profile data on a new browser or machine.

Troubleshooting Checklist

  • Confirm required fields are complete (dates, Bill To, line items, totals).
  • Validate manual number format as PREFIX-#### if overriding auto numbering.
  • Use Saved Records load to restore known-good payloads.
  • Import latest full-profile backup if current local data is inconsistent.
  • Resolve any visible “Fix These Issues” validation prompts before export.