Bid Detail - Leveling (sub-bid comparison)¶
| Stage | Estimated |
|---|---|
| Status | Deferred |
| Design status | In review |
| Estimate | 3w (L) |
| Confidence | Low |
| Linear | PIN-198 ↗ PIN-203 ↗ PIN-260 ↗ |
| Linear status | Done · +1 backlog |
| Cycle | C15-C16 |
| Design | Design ↗ |
| Linear epic | Bid Intake & Pipeline |
| Module | Bids ↗ |
Status check: deferred, but shipped work exists
This surface is marked deferred, yet Linear shows PIN-203 and PIN-260 as Done. Confirm whether it actually shipped (move the status off deferred) or only the remaining scope is deferred. Flagged for reconciliation.
Priority: Medium
Scope¶
Trade-level leveling workflow: Cara auto-generates per-trade leveling sheets sent to subs via tokenized links (Excel/PDF upload fallback), then a side-by-side Vendor Compare view (2+ vendors via ctrl+click) shows price, inclusions/exclusions/clarifications, and terms. AI diffs scope differences with cost impact and flags price outliers, so gaps surface before award. (Source: PIN-198, PIN-203, PIN-260.)
Acceptance criteria¶
- "Send Leveling Sheet" (by trade) from the Estimate tab; tracked draft → sent → responses in → leveled → selected
- Tokenized, no-login vendor link (one-time use, 30-day expiry) with Excel/PDF upload fallback
- Leveling sheet detail page: invited vendors list, responses shown side-by-side once 2+ are in
- Ctrl+click 2+ vendor quotes on a scope line to open Vendor Compare; floating action bar (Compare / Clear) at 2+ selected
- Compare view: price, inclusions/exclusions union with disagreement flagging, clarifications, lead time/warranty/payment terms, adjusted comparison with add-backs and a "Best Value" indicator
- AI flags inclusion/exclusion/clarification differences with real cost impact, plus a confidence score; estimator can accept/reject or manually mark a difference cost-impacting
- Comparison notes and "Flag for Review" persist per vendor, shown as an indicator chip on the scope line
- "Add to Leveling Sheet" from Compare creates a pre-populated draft for vendors needed to fill scope gaps
Conor's comments¶
[8/18 DESIGN] Leveling mounts in TWO places - bid-record tab (analysis) + Pricing→Compare (reusable scope baseline). New inbound GC-scope pane (Vendor quotes / GC scope pills) alongside outbound leveling; GC scope sheet/bid-form PDF read via Smart Import. Need AI fully functional. L not S - 6 designed frames, not one compare table Code ships a 1,850-line compare modal (dead-wired)
Notes¶
Tokenized vendor portal in cara-docs; Compare tab is the reference pattern
Open question for Conor¶
Confirm scope + priority (spec + brief now; build C11/post-Sep per R-4)