svsmspcalc/docs/CHECKPOINT.md

SVS MSP CALC — Beta Build Checkpoint

Date: 2026-03-15 Status: Phases 1–8 + Stage 8 complete. Beta + a11y/perf audit + code quality passes I & II + test expansion + print enhancements done. Tests: 254/254 passing Build Prompt: .claude/plans/STAGE2-BUILD-PROMPT.md Previous Stage Prompt: docs/STAGE3-SESSION-PROMPT.md Previous Stage Prompt: docs/STAGE5-SESSION-PROMPT.md Previous Stage Prompt: docs/STAGE6-SESSION-PROMPT.md Previous Stage Prompt: docs/STAGE7-SESSION-PROMPT.md Previous Stage Prompt: docs/STAGE8-SESSION-PROMPT.md

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Completed

Phase 1: Bug Fixes (6/6)

#	Issue	File	Change
1.1	ADDON_INKY default $5 → $8	quote-pricing.js:12	ADDON_INKY: 5 → 8
1.2	Onboarding fee loses manual override on term switch	SVS-MSP-Calculator.js:41-70	Store manual value in data-manual-value before 24mo clears it; restore on switch back to m2m/12mo
1.3	VoIP fax CSV comment misleading	package-prices.csv:18	"Flat/mo" → "Per seat/mo"
1.4	Print forces HST on regardless of user toggle	quote-export.js:12	Removed state.hstEnabled = true; — print now respects user's HST toggle
1.5	JSON export missing schema version	quote-export.js:229	Added version: '1.0' as first field in payload
1.6	ZT admin supplement triggers with no warning	quote-render.js:494-499	New amber nudge when ztActive warns about $250 admin supplement

Test expectations updated in test-quote-engine.js for INKY $8 (4 values changed).

Phase 2: Visual Polish (Sections I–III)

#	Issue	File	Change
2.1a	Hardcoded #e06070 danger icon	components.css:41	→ var(--text-danger) — adapts per theme
2.1b	Hardcoded #86efac pill-savings on checked state	components.css:442	→ var(--text-pill-savings-active) — new token
—	Token added to all 4 themes	tokens.css, light.css, glass.css, 70retro.css	Dark: #86efac, Light: #d4f5e0, Glass: #a8f0c8, Retro: #e0f0d0
2.1c	QUICK-REF.md outdated	docs/QUICK-REF.md	Updated INKY $8, export desc, theme list, test count

Audit findings (no action needed):

• All 4 themes fully token-covered for Sections I–III
• Glass theme uses !important selector overrides (valid for glassmorphism effects)
• Sidebar focus-toggle white rgba values sit on colored header — correct everywhere
• No remaining hardcoded colors in Sections I–III component CSS
• Sidebar renders correctly across all 4 themes at all breakpoints

Phase 3: UX Hardening (Sections I–III)

3.1 Interaction Refinements

#	Change	Files	Details
3.1a	Smooth theme-switch transition	tokens.css, theme-manager.js	body.theme-transitioning class enables 0.25s color/bg/border fade; applied for 300ms during toggleTheme()
3.1b	Nudge crossfade on rotation/nav	components.css, quote-render.js	.nudge-fading class fades opacity to 0; cycleNudge() does fade-out → swap → fade-in (180ms); auto-rotation now uses cycleNudge(1) for consistency
3.1c	Summary badge fade-in on collapse	components.css	@keyframes badgeFadeIn — 0.25s opacity + translateY animation on .sec-summary-badge
3.1d	Addon toggle micro-feedback	components.css	@keyframes addonPulse — 0.2s scale(1.015) pulse on .addon-row.selected

3.2 Responsive Edge Cases

#	Change	Files	Details
3.2a	Touch targets ≥44px on mobile	responsive.css	.mobile-panel-close-btn 36→44px, .nudge-nav-btn 34→44px at ≤1100px; .collapsible-header and .section-toggle min-height 44px at ≤600px
3.2b	Container query fallback verified	—	@container (max-width: 760px) for addon rows has adequate fallback via ≤600px media query; no change needed

3.3 Mobile Experience Completeness

#	Change	Files	Details
3.3a	Focus trap in mobile panel	mobile-sync.js	trapFocus() function keeps Tab cycling within open panel; focus moves to close button on open, returns to pill on close
3.3b	Safe-area insets for notch phones	responsive.css	padding-bottom: env(safe-area-inset-bottom) on .mobile-panel-sheet; right: max(14px, env(safe-area-inset-right)) on .mobile-quote-pill

GATE: 88/88 tests pass. All JS syntax-checked. CSS brace balance verified.

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Phase 4: Documentation & QA

#	Task	Status
4.1	Update all docs (README, code-verification, quote-rules, phase-roadmap, QUICK-REF, MASTER-SESSION-PROMPT, ai-session-brief)	COMPLETE
4.2	Full regression checklist walkthrough	COMPLETE — 88/88 automated, 15/15 manual items verified in code
4.3	Beta definition of done verification	COMPLETE — all 13 criteria pass

Docs updated:

• README.md — phase status, 88 tests, 4 themes, export description, file map (70retro.css added)
• code-verification.md — date, test count, all Phase 1-3 changes as known-good baseline
• quote-rules.md — onboarding manual override persistence, HST print behavior, JSON export rules, admin nudge
• phase-roadmap.md — Phases 1-4 status, 88 tests
• QUICK-REF.md — test count in "Remind User", 70retro.css in CSS file map
• MASTER-SESSION-PROMPT.md — 88 tests (3 occurrences), 4 themes (6 occurrences), 70retro.css in tree, 4 theme override layers
• ai-session-brief.md — test count updated

Regression checklist results:

• Automated: 88/88 pass
• Manual: All 15 items verified via source code review (admin waive displays, term/onboarding logic, manual override persistence, sidebar sync, mobile panel sync, persistence round-trip, reset behavior, print HST, JSON export, section headers, theme transitions, nudge crossfade, focus trap, safe-area insets, touch targets)

Beta Definition of Done: ALL 13 CRITERIA PASS

GATE: PASSED — Beta build for Sections I–III is complete.

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Phase 5: Performance & Accessibility Audit

#	Fix	File(s)	Details
A2	aria-expanded on section & collapsible toggles	HTML, SVS-MSP-Calculator.js	Added aria-expanded="false" to 12 toggle elements; JS updates dynamically on toggle
A3	Focus trap on reset confirm modal	quote-persistence.js	trapFocusInModal() — Tab cycles within modal when open
A4	aria-label on stepper buttons	HTML	All 12 step-btn elements have descriptive labels (e.g. "Decrease users")
P1	Glass theme scroll jank on mobile	glass.css	background-attachment: scroll at ≤1100px — avoids fixed-bg repaint on iOS
P2	Skip mobile sync on desktop	mobile-sync.js	Guard skips 35+ element sync when panel closed on desktop; forces full sync on openMobilePanel()
M1	sidebarFocusClientName not in sync map	mobile-sync.js	Added to html sync list — client name now updates in mobile panel
M2	sl-discount-detail + sl-value-onboarding-label not in sync map	mobile-sync.js	Added to html sync list — contract term label and onboarding label now sync

Not flagged (clean): Token coverage, :focus-visible, mobile focus trap, escape handling, touch targets, will-change usage, print CSS isolation, no unused JS.

GATE: 88/88 tests pass. All fixes verified.

Font Awesome Icon Fix

#	Fix	File	Details
FA1	Icons invisible on file:// protocol	components.css:44-79	All 36 FA Sharp Solid SVG file references converted to inline data:image/svg+xml URIs — eliminates CORS/file:// restriction on mask-image: url()

Root cause: CSS mask-image: url("fontawesomekit/svgs/...") is blocked by browser security on the file:// protocol. Inline data URIs bypass this completely.

GATE: 88/88 tests pass. Icons render on local file open.

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Phase 6: Code Quality Pass (Stage 3)

#	Fix	File(s)	Details
CQ1	New --sky color token	tokens.css, light.css, glass.css, 70retro.css	Per-theme sky/info accent: Dark #38bdf8, Light #0e7490, Glass #7dd3fc, Retro #a34a14
CQ2	New --transition-fast token	tokens.css	0.15s — replaces hardcoded timing in layout.css button transitions
CQ3	Consolidated duplicate button CSS	layout.css:25-47	.btn-reset-quote and .btn-import-quote shared 10 identical properties → merged into grouped selector
CQ4	Hardcoded amber hover → token-derived	layout.css:43-46	rgba(232,146,15,…) → color-mix(in srgb, var(--amber) …%, transparent)
CQ5	Hardcoded sky blue hover → token-derived	layout.css:47-50, light.css, glass.css, 70retro.css	All rgba(56,189,248,…) / #38bdf8 / #7dd3fc / #a34a14 → var(--sky) + color-mix()
CQ6	Dead null-check removed	quote-render.js:533	`nudgeIndex == null

Audit findings (no action taken — documented for future):

• fmt() duplicated in quote-render.js and quote-export.js (both inside IIFEs — intentional isolation, one-liner)
• Spacing magic numbers (14px/16px/20px) used 95+ times — too many touchpoints for surgical migration
• console.warn() statements in pricing/persistence/import are intentional error reporting
• No dead functions, no unreachable code, no unused exports across all 8 JS modules

GATE: 88/88 tests pass. All 4 themes verified tokenized.

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Phase 7: Test Coverage Expansion (Stage 4)

#	Test Group	Count	Details
T1	Pricing DEFAULTS integrity	34	All required keys exist, types correct, values match spec, frozen, ordering invariants
T2	Engine edge cases & boundaries	55	Admin fee thresholds, large counts (100u/100ep), string coercion, invalid inputs (NaN/null/empty), servers-only, VoIP-only, VoIP edge cases, ZT without user addon, admin waived, all addons combined, BYOL term independence, discount rounding
T3	Export JSON schema validation	18	Payload structure, field types, version field, contract term labels, licensing labels, pricing sub-object, voip tier null handling
T4	Persistence state shape	6	JSON round-trip for strings/numbers/booleans, engine compatibility, zero-state
T5	Import payload mapping	12	Contract term reverse-map, full export→import→engine round-trip (MRR, effectiveMrr, mrrWithHst, userTotal, endpointTotal, voipTotal, adminFeeNet, effectiveAnnual)
T6	Quote output invariants	24	6 configs × 4 invariants (effectiveMrr, effectiveAnnual, mrrWithHst, non-negative values)

Total: 88 → 250 tests (162 new). All passing.

GATE: 250/250 tests pass.

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Phase 8: Enhanced Print/PDF (Stage 4)

#	Enhancement	File(s)	Details
P1	Quote notes field	HTML:920, components.css, quote-persistence.js, quote-export.js, quote-import.js	<textarea id="quoteNotes"> in sidebar, persisted in localStorage, included in JSON export/import, rendered on print invoice
P2	Explicit validity date	quote-export.js	Computes 30-day expiry: "Valid until [date]" in print footer instead of generic "30 days"
P3	Page break control	quote-export.js (inline CSS)	page-break-inside:avoid on table rows + .tots-wrap; break-inside:avoid on notes section
P4	Rep name field	HTML:100, layout.css, quote-persistence.js, quote-export.js, quote-import.js	<input id="repName"> below client name, persisted, in JSON export/import, shown in print header + footer
P5	CYA "Not Included" section	quote-export.js	Print splits config into "Your Service Configuration" (active) + "Services Not Included in This Quote" (excluded, muted, smaller)

Additional changes:

• JSON export schema version bumped to 1.1 (new repName, quoteNotes fields)
• JSON import handles new fields gracefully (backward-compatible with 1.0 exports)
• Print CSS hides notes + rep inputs on @media print (main page path)
• 4 new tests added (repName/quoteNotes in export schema + persistence)

GATE: 254/254 tests pass.

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Key Files to Read on Resume

1. docs/MASTER-SESSION-PROMPT.md — full architecture and constraints
2. docs/QUICK-REF.md — compact file map, IDs, pricing
3. docs/regression-checklist.md — test procedures
4. .claude/plans/STAGE2-BUILD-PROMPT.md — the build prompt driving this work
5. This file — checkpoint status

Stage 5 / Phase 9: Visual QA + Retro Theme Overhaul

Visual QA: 3 breakpoints (mobile ~375px, desktop ~1100-1400px, wide ~1800px+) × 4 themes.

Theme	Mobile	Desktop	Wide	Result
Dark	Clean	Clean	Clean	PASS
Light	Clean	Clean	Clean	PASS
Glass	Clean	Clean	Clean	PASS
Retro	Overhauled	—	—	REWORKED

Retro theme overhaul:

• Problem: Original 70s wood-panel brown palette had low contrast, muddy colors, invisible logo (black SVG on brown header)
• Solution: Warm paper base + neon-warm cyberpunk accents
• Accent: hot rose #e11d48 (warm neon, harmonizes with cream)
• Green/Sky: warm teal #0d9488
• Header: warm charcoal #1c1317 with rose neon border
• Logo: .top-bar-logo path { fill: #f0e4d0 } — overrides hardcoded #0c0c0c SVG fills
• Progress bar: rose → teal gradient
• Paper texture: warm brown scanlines (unchanged from original)
• Status: Functional, user notes full design pass deferred to later

Remaining QA not yet done: Retro theme at all viewport widths, landscape orientation.

GATE: 254/254 tests pass. No visual bugs found on Dark/Light/Glass.

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Stage 6 / Phase 10: Elastic Responsive Foundation

Problem: 5 fixed breakpoints (1350, 1100, 900, 600, 780px landscape) with hardcoded px overrides at each step. Max width capped at 1800px — wasted space on 1440p+ monitors.

Solution: Fluid clamp() tokens replace discrete breakpoint steps. Only structural breakpoints remain.

#	Change	File(s)	Details
E1	Fluid layout tokens	tokens.css	--page-max-width: clamp(1200px, 92vw, 2400px), --page-gutter-x: clamp(16px, 3vw, 80px), --layout-column-gap: clamp(24px, 3vw, 56px), sidebar min 400→360px
E2	Fluid section tokens	tokens.css	--section-offset: clamp(52px, 7vw, 104px), --section-num-width/size fluid, --section-padding-* fluid
E3	Eliminated 1350px breakpoint	responsive.css	Removed — fluid tokens handle narrow desktop scaling
E4	Eliminated 900px breakpoint	responsive.css	Removed — fluid tokens handle tablet spacing/numerals
E5	Fluid logo margin	base.css	margin-left: clamp(26px, 5.2vw, 78px) replaces hardcoded 78px + breakpoint overrides
E6	Fluid main-col gap	layout.css	gap: clamp(16px, 1.5vw, 24px) replaces hardcoded 24px + breakpoint override
E7	Fluid client-bar padding	layout.css	clamp() on vertical padding, var(--section-offset) for left

Breakpoint reduction: 5 → 3 (1100px structural, 600px phone layout, 780px landscape orientation)

Width scaling:

• 1080p (1920px): content fills ~1766px (92vw)
• 1440p (2560px): content fills ~2355px (92vw)
• 4K (3840px): content caps at 2400px max

GATE: 254/254 tests pass.

---

Stage 7 / Phase 11: Feature Work (Option A)

11.1 Keyboard Shortcuts

Shortcut	Action	File	Details
Ctrl+P	Print invoice	SVS-MSP-Calculator.js	preventDefault() blocks browser print dialog; calls printInvoice()
Ctrl+E	Export JSON	SVS-MSP-Calculator.js	Calls exportQuoteJSON()
Ctrl+R	Reset quote	SVS-MSP-Calculator.js	Opens confirm modal via openResetConfirm() — not a hard reset
Escape	Close overlays	mobile-sync.js (existing)	Already handled — closes sidebar focus + mobile panel

All shortcuts are suppressed when focus is in an <input>, <textarea>, or <select> to avoid hijacking normal typing.

11.2 New Contextual Nudges

#	Nudge	Color	Trigger
N1	Users set but no endpoints	amber	users > 0 && endpoints === 0
N2	VoIP seats ≠ user count	amber	voipSeats > 0 && users > 0 && voipSeats !== users
N3	High admin-to-MRR ratio	amber	adminFeeNet > MRR * 0.25 (and not waived)
N4	Extended Hours upsell	green	!addExtHours && users > 0

Added after existing nudges in buildNudges() in quote-render.js (lines 524–551).

GATE: 254/254 tests pass.

---

Stage 8 / Phase 12: Code Quality Pass II

8.1 --transition-fast / --transition-medium Token Adoption

#	Change	File(s)	Details
T1	New --transition-medium token	tokens.css	0.25s — for chevron/collapsible/nudge transforms
T2	10× 0.15s → var(--transition-fast)	components.css	pill-toggle, tier-seg, addon-preview-pill, addon checkbox, sidebar-focus-toggle, nudge-nav-btn, btn-toggle-all, quote-notes-input, btn-export
T3	3× 0.25s → var(--transition-medium)	components.css	sec-chevron transform, collapsible-toggle transform, nudge-banner bg/border
T4	1× 0.15s → var(--transition-fast)	base.css	theme-toggle-btn
T5	2× 0.15s → var(--transition-fast)	responsive.css	mobile-quote-pill, mobile-panel-close-btn

Left as-is: 0.12s (stepper/addon micro-interactions), 0.18s (term tile tuned), 0.2s (switch/section/overlay), 0.3s (progress bar/accordion), 0.34s (section-body tuned bezier). No 0.15s hardcodes remain outside the token definition.

8.2 CSS Selector Specificity Audit

#	Change	File(s)	Details
S1	.sec-open → .section.sec-open	components.css	Removed 2× !important — specificity now beats .section:hover via class count
S2	Documented intentional !important	components.css	Added comments to .qs-discount-sub, sidebar utility classes (.sl-muted, .sl-discount-val, .sl-hst-val), and VS value classes

Audit findings (no action — all legitimate):

• components.css: 13 remaining !important — all utility display: none or color overrides that must beat compound parent selectors
• 70retro.css: 37 !important — theme override pattern (same as glass.css with 97)
• responsive.css: 8 !important — mobile sidebar embedding
• tokens.css: 1 !important — body.theme-transitioning (intentional, per spec)
• print.css: All !important — standard @media print override pattern
• No overly-qualified selectors found (element-qualified patterns are all necessary)

8.3 Print CSS Hardening

#	Change	File(s)	Details
P1	Hide 4 missing interactive elements	print.css	Added display: none !important for .sidebar-focus-toggle, .sidebar-utility, .qs-switch, .confirm-modal
P2	Theme-independent callout borders	tokens.css, print.css	New --print-callout-green-border and --print-callout-red-border tokens replace theme-variable var(--green) and var(--surface-danger-border) in print context

Verification:

• All --print-* tokens defined only in :root (tokens.css) — no theme overrides
• Page-break rules unaffected by fluid layout tokens (.outer forced to display: block; max-width: 100% in print)
• Print invoice (separate window) uses inline CSS — not affected by main page changes

8.4 (Stretch) Spacing Token Consolidation — Deferred

Assessment: 150+ magic-number spacing values across components.css (10px: 36, 12px: 35, 14px: 36, 16px: 24, 20px: 19). Existing --space-stack-* tokens used only 4× out of 150+. Migration scope too broad for surgical approach. Deferred to a dedicated spacing-focused stage.

GATE: 254/254 tests pass.

---

Stage 8 Feature Fixes

F1: Fullscreen Live Quote View — Print Only

#	Change	File(s)	Details
F1a	Hide Reset + Import in focus mode	components.css	.export-wrap and .sidebar-utility now display: none in sidebar-focus-open
F1b	Print button inside sidebar header	HTML, components.css	New .sidebar-focus-print-btn in .sidebar-header-row — hidden by default, display: inline-flex in focus mode
F1c	Print button hidden in print/mobile	print.css, components.css	display: none !important in @media print and .mobile-panel-sheet

Before: Focus mode hid Print/Export JSON, showed Reset/Import After: Focus mode shows a Print button in the header bar (next to collapse icon), hides all other action buttons

F2: Toggle Switch 2-State Theme Colors

#	Change	File(s)	Details
F2a	New --surface-switch-off / --surface-switch-on tokens	tokens.css	Dark: off #4a4540, on var(--green)
F2b	Light theme switch tokens	light.css	Off #b5ad9f, on var(--green)
F2c	Glass theme switch tokens	glass.css	Off rgba(255,255,255,0.15), on var(--green)
F2d	Retro theme switch tokens	70retro.css	Off #c0b4a0, on var(--green)
F2e	Component CSS uses tokens	components.css	.qs-switch bg → var(--surface-switch-off), checked → var(--surface-switch-on)
F2f	Glass checked override	glass.css	Added .qs-toggle-row input:checked ~ .qs-switch { background: var(--surface-switch-on) }

Before: Off = --border (barely visible), On = --accent (theme accent) After: Off = distinct muted track per theme, On = --green (universally "enabled")

GATE: 254/254 tests pass.

F1 Fix: Print Button Visibility in Focus Mode

#	Change	File(s)	Details
F1d	Print button inside sidebar header	HTML:697	New .sidebar-focus-print-btn button in .sidebar-header-row, between title and collapse icon
F1e	Focus-only visibility	components.css	display: none by default; display: inline-flex when body.sidebar-focus-open
F1f	Hidden in print + mobile	print.css, components.css	display: none !important in @media print and .mobile-panel-sheet

Root cause: .sidebar-utility is a sibling of .sidebar, not inside it. When .sidebar becomes position: fixed, the utility div is left behind the backdrop.

F3: Pricing CSV → JSON Migration

#	Change	File(s)	Details
F3a	New JSON pricing file	package-prices.json	Structured by category with { key: { value, description } } format — human-readable + machine-parseable
F3b	Script-loaded pricing	package-prices-data.js, HTML	window.SVS_PRICING_DATA set via <script> tag — works on file:// protocol, no web server needed
F3c	Loader updated	quote-pricing.js	loadPricing() checks SVS_PRICING_DATA global first (script path), then fetch() fallback (web server), then built-in defaults
F3d	CSV retained	package-prices.csv	Original CSV kept for reference; no longer loaded at runtime

How to update pricing: Edit package-prices-data.js — change the value field for any key. No web server needed. The file is loaded via <script> tag before the pricing engine initializes.

JSON format example:

{
  "user_packages": {
    "RATE_M365": { "value": 130, "description": "Per-user/mo rate — M365 included" }
  }
}

GATE: 254/254 tests pass.

---

Hard Constraints (reminder)

1. DOM IDs are a contract — no renaming
2. 254 tests must pass: node svsmspcalc/tests/test-quote-engine.js
3. localStorage keys unchanged
4. All 4 themes must work after every change
5. Mobile parity maintained
6. No frameworks, no npm — vanilla only
7. Surgical changes only
8. Sections IV–VI unchanged (deferred)