Workflows
Brief and quote
A homeowner describes the work in conversation. The contractor's quote carries phases, amounts, durations and terms beside that conversation. The canvas remains editable before sharing.
flowchart LR
Brief[Conversation] --> Draft[Priced phases]
Draft --> Review[Contractor review and edits]
Review --> Quote[Shared quote record]
Quote --> Checkout[Stripe Checkout]
The scripted entry uses the original FirstQuote page, useChat and quote components. Connected generation uses the retained agent/tool boundary; the script supplies authored replies through the same typed API client.
Sources: FirstQuote, editable canvas, original restored document, finance.
Milestone review
A contractor submits evidence against a phase. The homeowner sees the work, note, amount and payee together before confirming release.
flowchart LR
Proof[Contractor proof] --> Record[Milestone update]
Record --> Review[Homeowner review]
Review --> Gate[Identity and paid-state checks]
Gate --> Transfer[Stripe transfer with idempotency key]
Transfer --> State[Released phase and notification]
The API verifies the caller and assigned project, checks the paid state and phase transition, and uses a stable quote/phase idempotency key. This source derivative also bounds negative phase indexes before effects.
Sources: milestone API, state machine, review sheet.
Project chat
Messages remain attached to the paid project. The source derivative resolves the sender from verified identity and checks project membership for reads and writes. The client-supplied legacy identity fields remain accepted for compatibility; the server determines the recorded participant.
Sources: chat API, party matching, JobChat.
Notifications
A notification identifies the recipient, project and phase. Mark-read updates include the current recipient filter. WhatsApp delivery is a separate configured transport; sandbox mode suppresses that delivery.
Source: notifications.