feat: TradeQuote AI WordPress plugin v1.0.0 — full implementation #3947 — ccantynz/ai-quote-to-invoice-for-trades

Originally written by @ccantynz-alt on GitHub.
Imported from https://github.com/ccantynz-alt/-AI-Quote-to-Invoice-for-Trades/pull/1

Summary

Complete implementation of the TradeQuote AI WordPress plugin per the full product specification. Built from an empty repository — 38 files, ~2,900 lines of code across all layers of the spec.

What's included

PHP Plugin Core

tradequote-ai.php — plugin bootstrap, constants, hook wiring
class-tqa-activator.php — creates 3 custom DB tables on activation (wp_tqa_customers, wp_tqa_quotes, wp_tqa_invoices)
class-tqa-settings.php — all 12 settings fields with sanitisation
class-tqa-customer.php — full CRUD + find-or-create (auto-saves on first quote)
class-tqa-quote.php — CRUD, auto-numbering (Q-2026-0001), quota enforcement, acceptance rate stats
class-tqa-invoice.php — CRUD, one-step create-from-quote, mark-paid
class-tqa-ai.php — Claude API (claude-sonnet-4-20250514) integration with BYOK; parses plain-English job descriptions into structured JSON line items
class-tqa-pdf.php — mPDF integration with HTML fallback; generates branded quote + invoice PDFs
class-tqa-email.php — wp_mail() delivery with PDF attachment, status update on send
class-tqa-admin.php — admin menu, asset enqueue, 20+ WordPress REST API endpoints

React Admin UI (src/components/)

QuoteBuilder.jsx — describe job → AI generate → edit → preview → save/send
LineItemEditor.jsx — inline editable table with live total calculation
CustomerSearch.jsx — debounced autocomplete with inline new-customer creation
QuotePreview.jsx — live branded preview before saving
Dashboard.jsx — stat cards (quotes/month, acceptance rate, outstanding invoices, free quota)
JobTracker.jsx — Kanban board: Draft → Sent → Accepted → Invoiced → Paid
QuotesList.jsx / InvoicesList.jsx / CustomersList.jsx — filterable tables with inline actions
api.js — REST client wrapping all endpoints with nonce auth

Templates

pdf-quote.php / pdf-invoice.php — branded A4 HTML templates (logo, line items, totals, payment details)
email-quote.php — responsive HTML email body

Config & tooling

package.json — @wordpress/scripts build pipeline
composer.json — mPDF dependency
readme.txt — WordPress.org listing copy
uninstall.php — full cleanup on plugin delete

Test plan

Activate plugin on WordPress 6.x + PHP 8.1 — verify 3 DB tables created and admin menu appears
Enter business details and a valid Claude API key in Settings
Create a new quote: type a job description, click Generate, verify line items populate
Edit a line item quantity — confirm totals recalculate live
Save as draft; verify it appears in Quotes list with status "draft"
Send the quote; verify PDF email is received and status changes to "sent"
Convert to invoice; verify invoice is created with correct line items and due date
Mark invoice as paid; verify Kanban card moves to Paid column
npm install && npm run build produces admin/js/app/index.js
composer install + re-test PDF download produces a real PDF (not HTML fallback)
Delete plugin — confirm all tables and options removed

https://claude.ai/code/session_01SYko81ETdN3uyZ8GVdH1s5

Generated by Claude Code