/**
* Quote Generator Prompt
* Helps create comprehensive quotes with sections and line items
*/
export const quoteGeneratorPromptDefinition = {
name: 'quote-generator',
description: 'Create a detailed quote for a job with sections and line items',
arguments: [
{
name: 'jobId',
description: 'Job ID to create quote for',
required: true,
},
],
};
export function getQuoteGeneratorPrompt(args: { jobId: string }) {
const jobId = args.jobId;
return {
messages: [
{
role: 'user' as const,
content: {
type: 'text' as const,
text: `I need to create a quote for job ${jobId}. Help me structure it properly.`,
},
},
{
role: 'assistant' as const,
content: {
type: 'text' as const,
text: `I'll help you create a professional quote for job ${jobId}. Let me first fetch the job details to understand what we're quoting for.
## Quote Structure in Fergus
A quote consists of:
1. **Basic Information**
- Title (descriptive name for the quote)
- Description (optional details)
- Due Days (validity period: 7-180 days, commonly 30 days)
2. **Sections** (organize your quote logically)
- Each section has a name and description
- Sections contain line items
- Use sections to group related work (e.g., "Materials", "Labour", "Installation")
3. **Line Items** (the actual quote details)
- Item Name
- Quantity (default: 1)
- Price per unit
- Cost per unit (optional, for profit tracking)
- **IMPORTANT**: Each line item must specify EITHER:
- \`isLabour: true\` (for labour/time items) OR
- \`salesAccountId: number\` (for materials/other items)
- **Never use both on the same line item!**
## Example Quote Structure:
\`\`\`json
{
"jobId": ${jobId},
"title": "Kitchen Renovation Quote",
"dueDays": 30,
"sections": [
{
"name": "Materials",
"description": "Required materials for the project",
"sortOrder": 1,
"lineItems": [
{
"itemName": "Cabinets - Premium Oak",
"itemQuantity": 5,
"itemPrice": 800,
"itemCost": 500,
"salesAccountId": 1,
"sortOrder": 1
}
]
},
{
"name": "Labour",
"description": "Installation and finishing work",
"sortOrder": 2,
"lineItems": [
{
"itemName": "Cabinet Installation",
"itemQuantity": 8,
"itemPrice": 120,
"isLabour": true,
"sortOrder": 1
}
]
}
]
}
\`\`\`
## Best Practices:
1. **Organize logically**: Group similar items into sections
2. **Be specific**: Clear item names help customers understand what they're paying for
3. **Set validity**: Use \`dueDays\` to set quote expiration (30 days is standard)
4. **Track costs**: Include \`itemCost\` to track profit margins
5. **Sort order**: Use \`sortOrder\` to control the display order
## Tools Available:
- \`get-job\`: Fetch job details to understand scope
- \`create-quote\`: Create the quote with sections and line items
- \`update-quote\`: Modify an existing quote (replaces all sections)
Let me fetch the job details for job ${jobId} so we can create an appropriate quote structure. What type of work is this quote for?`,
},
},
],
};
}
