PSA/ee/docs/plans/2026-04-01-designer-ux-and-quote-bindings/SCRATCHPAD.md

Scratchpad — Designer UX & Quote Bindings

Key File Paths

Designer Inspector System

• Schema definitions: packages/billing/src/components/invoice-designer/schema/componentSchema.ts
  • COMMON_INSPECTOR (line 58) — layout, sizing, appearance, flex-item panels
  • Layout enum fields: flexDirection (91), alignItems (101), justifyContent (114)
  • Grid string fields: gridTemplateColumns (143), gridTemplateRows (150)
  • Spacing css-length fields: gap (76), padding (83), margin (242)
• Inspector renderer: packages/billing/src/components/invoice-designer/inspector/DesignerSchemaInspector.tsx
  • Field kind rendering: renderField (line 117)
  • enum → CustomSelect dropdown (190-206)
  • css-length → text Input (209-225)
  • widget → TableEditorWidget (289-293)
  • Normalizers import (line 14-20)
• Inspector schema types: packages/billing/src/components/invoice-designer/schema/inspectorSchema.ts
• Normalizers: packages/billing/src/components/invoice-designer/inspector/normalizers.ts

Designer Palette

• Palette component: packages/billing/src/components/invoice-designer/palette/ComponentPalette.tsx
  • 4 tabs: BLOCKS, PRESETS, FIELDS, OUTLINE (lines ~272-299)
  • Fields tab builds from expression context adapter (lines 230-233)
  • Field grouping by category: invoice, customer, tenant, item (lines 41-46)
• Layout presets: packages/billing/src/components/invoice-designer/constants/presets.ts
  • LayoutPresetDefinition interface (line 35)
  • LAYOUT_PRESETS array (line 44): 5-6 existing presets

Quote Bindings

• Binding definitions: packages/billing/src/lib/quote-template-ast/bindings.ts
  • 35 value bindings (lines 7-35)
  • 2 collection bindings: lineItems, phases (lines 37-40)
• Quote adapters: packages/billing/src/lib/adapters/quoteAdapters.ts
  • mapQuoteItemToViewModel (line 37) — maps single item
  • buildPhaseViewModels (line 64) — groups by phase
  • mapLoadedQuoteToViewModel (line 207) — builds full view model
• Quote types: packages/types/src/interfaces/quote.interfaces.ts
  • QuoteViewModel (line ~185)
  • QuoteViewModelLineItem — has is_recurring, service_item_kind, billing_frequency

Table Editor Widget

• Widget: packages/billing/src/components/invoice-designer/inspector/widgets/TableEditorWidget.tsx
  • Collection binding dropdown (lines 391-403)
  • Options built from AST bindings (lines 142-205)

Panel Scroll Problem (FR-0)

The 3-panel layout (palette | canvas | inspector) is inside flex flex-1 min-h-[560px] (line 1830).

• Palette (left): Has floating behavior via isPaletteFloating + fixed top-0 (line 1843). Bug: triggers when rect.top <= 0 (line 703), pinning to browser viewport top, overlapping the app header/navbar. Causes jarring jump on scroll.
• Canvas (center): flex-1 flex (line 2091)
• Inspector (right): Plain <aside class="w-72 ... p-4 space-y-4"> (line 1885) — NO overflow-y, NO fixed height

Both problems stem from the same root cause: the 3-panel row doesn't constrain its height, so overflow goes to the page.

Fix: Make the 3-panel row fill available height with overflow-hidden, then each panel gets overflow-y-auto. Remove the palette floating hack entirely — it was compensating for the missing overflow constraint.

Key lines to change:

• Line 1830: <div className="flex flex-1 min-h-[560px]"> — add overflow-hidden, make it fill height
• Line 1831-1858: Palette wrapper — remove floating logic, add overflow-y-auto
• Line 1885: Inspector aside — add overflow-y-auto
• Lines 597-603, 673-733: Remove isPaletteFloating state + syncPaletteFloatingState effect

Already Implemented (removed from scope)

• Flex direction icon toggles — DesignerShell.tsx lines 308-311, CONTAINER_FLEX_DIRECTION_OPTIONS
• Align items icon toggles — lines 313-318, CONTAINER_ALIGN_ITEMS_OPTIONS
• Justify content icon toggles — lines 320-327, CONTAINER_JUSTIFY_CONTENT_OPTIONS
• Layout mode toggle (flex/grid) — lines 303-306, CONTAINER_LAYOUT_MODE_OPTIONS
• All rendered via renderButtonGroup() helper (lines 1029-1065) inside renderContainerLayoutControls() (1019-1098)
• Gap: Grid mode shows NO controls after toggling to grid (line 1076 only renders flex sub-controls). This is the key UX gap to fill.

Architecture Decisions

New field kind: icon-button-group

Rather than replacing enum fields inline, introduce a new inspector field kind icon-button-group that renders a row of icon toggle buttons. The schema entry would look like:

{
  kind: 'icon-button-group',
  id: 'flexDirection',
  label: 'Direction',
  path: 'layout.flexDirection',
  options: [
    { value: 'column', label: 'Vertical', icon: 'arrow-down' },
    { value: 'row', label: 'Horizontal', icon: 'arrow-right' },
  ],
}

This keeps the schema declarative and the renderer generic.

New field kind: css-length-stepper

For gap/padding, a new field kind that renders number input + unit dropdown:

{
  kind: 'css-length-stepper',
  id: 'gap',
  label: 'Gap',
  path: 'layout.gap',
  allowedUnits: ['px', '%', 'rem'],
  defaultUnit: 'px',
}

New widget: column-layout-picker

For the grid column presets, a new widget (like table-editor) that shows clickable visual cards.

Filtered collections: computed at view model level

Rather than adding filtering logic to the template renderer, compute filtered arrays and aggregates in mapLoadedQuoteToViewModel(). The binding paths then point directly to new top-level fields on the view model. This keeps rendering simple and the data shape flat.

Gotchas

1. Inspector field kind extensibility — Currently hardcoded if/else chain in renderField. Adding new kinds means adding new branches. No plugin system.
2. Expression context adapter is separate from AST bindings — The Fields palette uses buildInvoiceExpressionPathOptions() which has a separate schema from the quote bindings. New quote bindings need to be added to BOTH systems.
3. Legacy preset layout format — Some presets use { mode, direction, gap } instead of CSS { display, flexDirection, gap }. New presets should use the CSS format.
4. Dark theme — Inspector uses dark: Tailwind prefixes. New components need dark variants.
5. setNodeProp commit parameter — Interactive controls (sliders, steppers) should pass commit: false during drag/type and commit: true on release/blur for clean undo history.

Progress Log

• F000a complete. Confirmed the shell panel row in packages/billing/src/components/invoice-designer/DesignerShell.tsx uses flex flex-1 min-h-0 overflow-hidden, then added stable panel automation IDs plus min-h-0/min-w-0 hooks around the three-panel shell so the fixed-height layout is testable and explicit.

• Verification for F000a: cd server && npx vitest run ../packages/billing/src/components/invoice-designer/DesignerShell.panelScroll.integration.test.tsx

• F000b complete. The inspector <aside> now exposes data-automation-id="designer-shell-inspector-panel" with overflow-y-auto and min-h-0, which locks inspector scrolling to its own column instead of the page.

• Verification for F000b: same targeted Vitest slice in DesignerShell.panelScroll.integration.test.tsx asserts the inspector panel classes.

• F000c complete. The palette wrapper now uses overflow-y-auto and min-h-0 with data-automation-id="designer-shell-palette-panel", so palette scrolling stays inside the left rail instead of relying on viewport pinning.

• Verification for F000c: same targeted Vitest slice asserts the palette panel scroll-container classes.

• F000d complete. DesignerShell.tsx no longer contains isPaletteFloating, syncPaletteFloatingState, or fixed top-0; the old viewport-floating branch is gone and the test file guards against regressions with a source-level assertion.

• Verification for F000d: DesignerShell.panelScroll.integration.test.tsx reads the source file and asserts those legacy strings are absent.

• F000e complete. The center panel now exposes data-automation-id="designer-shell-canvas-panel" with flex-1 min-h-0 min-w-0, keeping the canvas in the middle flex slot while palette/inspector scroll independently.

• Verification for F000e: same targeted Vitest slice asserts the canvas panel remains the flexing middle column inside the overflow-hidden shell row.

• F001 complete. Added GRID_COLUMN_PRESETS plus a visual grid-preset picker to renderContainerLayoutControls() in packages/billing/src/components/invoice-designer/DesignerShell.tsx. The picker renders five preset cards with preview bars and stable automation IDs.

• Verification for F001: cd server && npx vitest run ../packages/billing/src/components/invoice-designer/DesignerShell.gridLayoutControls.integration.test.tsx

• F002 complete. Each preset button writes layout.gridTemplateColumns through setNodeProp, and also reaffirms layout.display = 'grid' so the selection always leaves the container in grid mode.

• Verification for F002: the same grid-layout integration test clicks each preset and asserts the exact persisted gridTemplateColumns value in the store.

• F003 complete. Active-state styling now derives from a normalized gridTemplateColumns string comparison and is exposed with aria-pressed, including the no-match case for custom values.

• Verification for F003: the same grid-layout integration test covers both matching and custom non-matching template values.

• F004 complete. The preset picker is rendered only in the layoutMode === 'grid' branch inside renderContainerLayoutControls(), preserving the existing flex-only control set for flex containers.

• Verification for F004: the same grid-layout integration test asserts presence in grid mode and absence in flex mode.

• F005 complete. The schema-driven Template Columns string input remains in the Layout panel below the new visual picker, so custom gridTemplateColumns values are still editable.

• Verification for F005: the same grid-layout integration test asserts the preset container appears before the raw Template Columns input in the DOM.

• F006 complete. Added parser/formatter helpers in packages/billing/src/components/invoice-designer/inspector/cssLengthFields.ts, new css-length-stepper / css-length-box schema kinds, and dedicated inspector field components in DesignerSchemaInspector.tsx. layout.gap now renders as a number input plus unit selector instead of a freeform text field.

• Verification for F006: cd server && npx vitest run ../packages/billing/src/components/invoice-designer/inspector/cssLengthFields.test.ts ../packages/billing/src/components/invoice-designer/inspector/DesignerSchemaInspector.spacingControls.integration.test.tsx ../packages/billing/src/components/invoice-designer/inspector/DesignerSchemaInspector.integration.test.tsx ../packages/billing/src/components/invoice-designer/schema/componentSchema.test.ts

• F007 complete. layout.padding now uses the same css-length-stepper renderer, so padding is edited with a numeric input plus unit selector instead of raw CSS text.

• Verification for F007: the same spacing-control integration test asserts the padding stepper and unit dropdown render.

• F008 complete. The stepper field kind supports px, %, and rem, with px as the default when the authored value is unitless or empty.

• Verification for F008: the spacing-control integration test inspects the rendered unit dropdown options directly.

• F009 complete. parseCssLength() now initializes the stepper from stored CSS values such as 16px, 2rem, 50%, and unitless 0, while preserving unsupported custom strings until the user edits them.

• Verification for F009: both cssLengthFields.test.ts and the spacing-control integration test cover parse-on-load cases.

• F010 complete. formatCssLength() writes numeric + unit selections back to the store as canonical CSS strings, and the stepper renderer uses that formatter for both value and unit changes.

• Verification for F010: the spacing-control integration test asserts writeback on numeric changes and on unit changes.

• F011 complete. style.margin now uses the css-length-box renderer, which exposes four side-specific steppers (top/right/bottom/left) plus a shared unit selector.

• Verification for F011: the spacing-control integration test asserts all four margin inputs render.

• F012 complete. The margin box renderer includes a Link all toggle; when linked it writes the same numeric value to every side, and when toggled off each side can diverge independently.

• Verification for F012: the spacing-control integration test covers both linked sync and unlinked independence.

• F013 complete. parseCssLengthBox() expands 1-value, 2-value, 3-value, and 4-value CSS shorthand into per-side numeric state for the margin controls.

• Verification for F013: cssLengthFields.test.ts covers shorthand parsing cases.

• F014 complete. formatCssLengthBox() writes per-side margin edits back as optimized CSS shorthand strings, collapsing to the shortest valid token count.

• Verification for F014: cssLengthFields.test.ts covers optimized shorthand formatting.

• F015 complete. Added a Notes + Totals Row body preset in packages/billing/src/components/invoice-designer/constants/presets.ts with a grid section root and 2fr 1fr tracks.

• Verification for F015: cd server && npx vitest run ../packages/billing/src/components/invoice-designer/state/designerStore.presets.test.ts

• F016 complete. Added a Two Equal Columns body preset backed by a grid section with 1fr 1fr tracks.

• Verification for F016: the preset insertion test suite asserts the inserted section layout.

• F017 complete. Added a Three Info Columns body preset backed by a grid section with 1fr 1fr 1fr tracks.

• Verification for F017: the preset insertion test suite asserts the inserted section layout.

• F018 complete. All three new body presets are authored with modern CSS layout objects (display: 'grid', gridTemplateColumns) rather than legacy { mode, direction } preset layout fields.

• Verification for F018: the preset insertion test suite asserts the inserted section layouts do not depend on legacy preset fields.

• F019 complete. Extended QuoteViewModel, mapLoadedQuoteToViewModel(), and QUOTE_TEMPLATE_COLLECTION_BINDINGS so recurring line items are exposed as recurring_items / recurringItems. The designer now also infers quote context from imported binding catalogs for field discovery.

• Verification for F019: cd server && npx vitest run ../packages/billing/src/lib/quote-template-ast/bindings.test.ts ../packages/billing/src/lib/adapters/quoteAdapters.test.ts ../packages/billing/src/components/invoice-designer/palette/ComponentPalette.fields.integration.test.tsx ../packages/billing/src/components/invoice-designer/palette/ComponentPalette.quoteFields.integration.test.tsx ../packages/billing/src/components/invoice-designer/inspector/TableEditorWidget.integration.test.tsx ../packages/types/src/interfaces/quoteViewModel.typecheck.test.ts

• F020 complete. One-time line items are exposed from mapLoadedQuoteToViewModel() as onetime_items, and onetimeItems is registered in the quote collection binding catalog.

• Verification for F020: the quote adapter and binding tests assert the one-time filtered collection shape.

• F021 complete. Service line items are exposed as service_items, and the view model now carries service_item_kind through to each mapped quote line item.

• Verification for F021: the quote adapter and binding tests assert service filtering and the mapped service_item_kind.

• F022 complete. Product line items are exposed as product_items, and productItems is registered in the quote collection binding catalog for tables.

• Verification for F022: the quote adapter and binding tests assert product filtering.

• F023 complete. Added recurringSubtotal, recurringTax, and recurringTotal bindings backed by aggregate fields computed from recurring_items.

• Verification for F023: the quote adapter and binding tests assert recurring aggregate math.

• F024 complete. Added onetimeSubtotal, onetimeTax, and onetimeTotal bindings backed by aggregate fields computed from onetime_items.

• Verification for F024: the quote adapter and binding tests assert one-time aggregate math.

• F025 complete. Added serviceSubtotal, serviceTax, and serviceTotal bindings backed by aggregate fields computed from service_items.

• Verification for F025: the quote adapter and binding tests assert service aggregate math.

• F026 complete. Added productSubtotal, productTax, and productTotal bindings backed by aggregate fields computed from product_items.

• Verification for F026: the quote adapter and binding tests assert product aggregate math.

• F027 complete. packages/types/src/interfaces/quote.interfaces.ts now includes filtered item arrays on QuoteViewModel, and QuoteViewModelLineItem carries service_item_kind.

• Verification for F027: the new quoteViewModel.typecheck.test.ts and quote adapter tests exercise the added fields.

• F028 complete. QuoteViewModel now includes recurring/one-time/service/product subtotal, tax, and total fields for template binding consumption.

• Verification for F028: the typecheck test and quote adapter aggregate assertions cover the new fields.

• F029 complete. mapLoadedQuoteToViewModel() now materializes recurring_items, onetime_items, service_items, and product_items directly from the mapped quote line items.

• Verification for F029: the quote adapter tests assert the filtered array contents.

• F030 complete. mapLoadedQuoteToViewModel() also computes per-group subtotal/tax/total aggregates using the same filtered item groups, including zero-value fallbacks when groups are empty.

• Verification for F030: the quote adapter tests assert aggregate totals and zero-value empty-group behavior.

• F031 complete. TableEditorWidget now surfaces the imported quote collection catalog, and the integration test verifies the source-binding dropdown lists the new filtered collection bindings.

• Verification for F031: TableEditorWidget.integration.test.tsx covers the quote collection dropdown contents.

• F032 complete. The component palette now infers quote document context from imported binding catalogs and shows quote-specific field groups, including a Quote Totals section for the new aggregate bindings.

• Verification for F032: ComponentPalette.quoteFields.integration.test.tsx asserts discovery and insertion of quoteTotals.recurringTotal.

• Added plan item F018a / T030a because the PRD requires a quote-specific Recurring + One-time Tables preset, but the generated checklist had omitted it. Keep it separate from F018 so the extra quote-only preset remains explicit and independently traceable.

• F018a complete. Added a Recurring + One-time Tables body preset in packages/billing/src/components/invoice-designer/constants/presets.ts with a single-column grid section and two dynamic-table children pre-bound to recurringItems and onetimeItems.

• Verification for F018a: cd server && npx vitest run ../packages/billing/src/components/invoice-designer/state/designerStore.presets.test.ts

• F033 complete. Added explicit dark-theme regression assertions for the new grid preset controls in DesignerShell.gridLayoutControls.integration.test.tsx and the spacing/margin steppers in DesignerSchemaInspector.spacingControls.integration.test.tsx, so the new UI surfaces keep their dark: styling hooks under a .dark wrapper.

• Verification for F033: cd server && npx vitest run ../packages/billing/src/components/invoice-designer/DesignerShell.gridLayoutControls.integration.test.tsx ../packages/billing/src/components/invoice-designer/inspector/DesignerSchemaInspector.spacingControls.integration.test.tsx

• F034 complete. Added workspaceAst.standardTemplates.regression.test.ts to protect both standard invoice and standard quote templates against designer import/export regressions by asserting deterministic round-trips, binding-catalog preservation, and critical node retention for every shipped standard template code.

• Verification for F034: cd server && npx vitest run ../packages/billing/src/components/invoice-designer/ast/workspaceAst.standardTemplates.regression.test.ts

• Added follow-up plan items F002a, F004a, and F004b after re-reading the PRD against the shipped shell behavior. The extracted checklist had codified the current implementation, but the PRD still requires the grid picker to be usable as the way into grid mode and for the same layout controls to be available on section nodes.

• F002a complete. The grid preset buttons now stay actionable from flex layouts, and the shell test covers the flex-to-grid transition by asserting a preset click changes layout.display to grid and applies the chosen gridTemplateColumns.

• Verification for F002a: cd server && npx vitest run ../packages/billing/src/components/invoice-designer/DesignerShell.gridLayoutControls.integration.test.tsx

• F004a complete. The grid preset picker is no longer hidden behind layoutMode === 'grid'; it stays visible for flex layouts so users can choose a column preset as the entry point into grid mode instead of hand-editing CSS.

• Verification for F004a: cd server && npx vitest run ../packages/billing/src/components/invoice-designer/DesignerShell.gridLayoutControls.integration.test.tsx

• F004b complete. DesignerShell.tsx now resolves layout controls for both container and section nodes, and the shell integration test selects a section node to prove the shared layout control panel still renders the same grid-mode entry points there.

• Verification for F004b: cd server && npx vitest run ../packages/billing/src/components/invoice-designer/DesignerShell.gridLayoutControls.integration.test.tsx

• T000a complete. Covered by DesignerShell.panelScroll.integration.test.tsx asserting the shell row is overflow-hidden and the inspector panel owns its own overflow-y scroll container.

• T000b complete. Covered by DesignerShell.panelScroll.integration.test.tsx asserting the palette uses its own overflow-y scroll container instead of viewport pinning.

• T000c complete. Covered by DesignerShell.panelScroll.integration.test.tsx asserting the canvas remains in the flexing middle panel while the side rails scroll independently.

• T000d complete. Covered by DesignerShell.panelScroll.integration.test.tsx source assertions removing isPaletteFloating, syncPaletteFloatingState, and fixed top-0 usage.

• T001 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx rendering all five grid preset buttons in grid mode.

• T001a complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx selecting a section node and asserting the shared layout controls and grid picker still render.

• T002 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx keeping the grid preset buttons visible while the selected node starts in flex mode.

• T003 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx asserting the 2 equal columns preset writes 1fr 1fr.

• T004 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx asserting the sidebar plus main preset writes 1fr 2fr.

• T005 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx asserting the main plus sidebar preset writes 2fr 1fr.

• T006 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx asserting the 3 equal columns preset writes 1fr 1fr 1fr.

• T007 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx asserting the 1 column preset writes 1fr.

• T007a complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx asserting a preset click from flex mode flips display to grid and applies the chosen columns.

• T008 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx asserting the matching preset exposes aria-pressed=true based on gridTemplateColumns.

• T009 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx asserting custom gridTemplateColumns values leave every preset inactive.

• T010 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx asserting the raw Template Columns input remains visible beneath the visual picker.

• T011 complete. Covered by DesignerSchemaInspector.spacingControls.integration.test.tsx rendering a numeric gap input with a unit selector instead of a raw text field.

• T012 complete. Covered by DesignerSchemaInspector.spacingControls.integration.test.tsx rendering a numeric padding input with a unit selector.

• T013 complete. Covered by DesignerSchemaInspector.spacingControls.integration.test.tsx asserting the spacing unit selector exposes px, %, and rem.

• T014 complete. Covered by cssLengthFields.test.ts and DesignerSchemaInspector.spacingControls.integration.test.tsx parsing 16px into value 16 with unit px.

• T015 complete. Covered by cssLengthFields.test.ts and DesignerSchemaInspector.spacingControls.integration.test.tsx parsing 2rem into value 2 with unit rem.

• T016 complete. Covered by cssLengthFields.test.ts and DesignerSchemaInspector.spacingControls.integration.test.tsx parsing 50 percent into value 50 with unit percent.

• T017 complete. Covered by cssLengthFields.test.ts and DesignerSchemaInspector.spacingControls.integration.test.tsx parsing unitless or px zero into value 0 with px as the default unit.

• T018 complete. Covered by DesignerSchemaInspector.spacingControls.integration.test.tsx asserting gap value edits write back a combined CSS length string.

• T019 complete. Covered by DesignerSchemaInspector.spacingControls.integration.test.tsx asserting gap unit changes write back a combined CSS length string.

• T020 complete. Covered by DesignerSchemaInspector.spacingControls.integration.test.tsx rendering the four margin side inputs, shared unit selector, and link toggle.

• T021 complete. Covered by DesignerSchemaInspector.spacingControls.integration.test.tsx asserting Link all keeps all four margin sides synchronized.

• T022 complete. Covered by DesignerSchemaInspector.spacingControls.integration.test.tsx asserting margin sides diverge independently once Link all is disabled.

• T023 complete. Covered by cssLengthFields.test.ts parsing two-value margin shorthand into per-side values.

• T024 complete. Covered by cssLengthFields.test.ts parsing one-value margin shorthand into equal per-side values.

• T025 complete. Covered by cssLengthFields.test.ts parsing four-value margin shorthand into explicit per-side values.

• T026 complete. Covered by cssLengthFields.test.ts formatting per-side margin edits back into optimized CSS shorthand.

• T027 complete. Covered by designerStore.presets.test.ts asserting the Notes plus Totals Row preset inserts a grid section with 2fr 1fr columns.

• T028 complete. Covered by designerStore.presets.test.ts asserting the Two Equal Columns preset inserts a grid section with equal tracks.

• T029 complete. Covered by designerStore.presets.test.ts asserting the Three Info Columns preset inserts a grid section with three equal tracks.

• T030 complete. Covered by designerStore.presets.test.ts asserting the new presets use display grid and gridTemplateColumns instead of legacy mode or direction fields.

• T030a complete. Covered by designerStore.presets.test.ts asserting the Recurring plus One-time Tables preset inserts two dynamic tables bound to recurringItems and onetimeItems.

• T031 complete. Covered by quoteAdapters.test.ts asserting recurring_items contains only line items where is_recurring is true.

• T032 complete. Covered by quoteAdapters.test.ts asserting onetime_items contains only line items where is_recurring is not true.

• T033 complete. Covered by quoteAdapters.test.ts asserting service_items contains only line items with service_item_kind service.

• T034 complete. Covered by quoteAdapters.test.ts asserting product_items contains only line items with service_item_kind product.

• T035 complete. Expanded quoteAdapters.test.ts to cover a quote with no line items, proving every filtered collection returns an empty array instead of erroring when nothing matches.

• T036 complete. Covered by quoteAdapters.test.ts asserting recurring_subtotal sums total_price only across recurring items.

• T037 complete. Covered by quoteAdapters.test.ts asserting recurring_tax sums tax_amount only across recurring items.

• T038 complete. Covered by quoteAdapters.test.ts asserting recurring_total equals recurring subtotal plus recurring tax.

• T039 complete. Covered by quoteAdapters.test.ts asserting onetime_subtotal sums total_price only across one-time items.

• T040 complete. Covered by quoteAdapters.test.ts asserting onetime_tax sums tax_amount only across one-time items.

• T041 complete. Covered by quoteAdapters.test.ts asserting onetime_total equals one-time subtotal plus one-time tax.

• T042 complete. Covered by quoteAdapters.test.ts asserting service subtotal, tax, and total are computed only from service items.

• T043 complete. Covered by quoteAdapters.test.ts asserting product subtotal, tax, and total are computed only from product items.

• T044 complete. Covered by quoteViewModel.typecheck.test.ts asserting QuoteViewModel exposes the filtered item arrays used by quote templates.

• T045 complete. Covered by quoteViewModel.typecheck.test.ts asserting QuoteViewModel exposes the per-group aggregate number fields used by quote templates.

• T046 complete. Covered by quoteAdapters.test.ts asserting mapLoadedQuoteToViewModel populates recurring, one-time, service, and product arrays with the expected item ids.

• T047 complete. Covered by quoteAdapters.test.ts asserting group aggregates match the sums of the filtered items.

• T048 complete. Covered by quoteAdapters.test.ts asserting every quote group aggregate falls back to zero when no items match.

• T049 complete. Covered by TableEditorWidget.integration.test.tsx asserting the collection dropdown lists recurringItems, onetimeItems, serviceItems, and productItems.

• T050 complete. Expanded ComponentPalette.quoteFields.integration.test.tsx to assert the Quote Totals section exposes recurring, onetime, service, and product total field buttons for discovery before inserting the recurring total alias.

• T051 complete. Covered by DesignerShell.gridLayoutControls.integration.test.tsx and DesignerSchemaInspector.spacingControls.integration.test.tsx asserting the new controls retain their dark-theme class hooks under a dark wrapper.

• T052 complete. Covered by workspaceAst.standardTemplates.regression.test.ts asserting both shipped standard invoice templates keep their critical node ids, binding catalogs, and deterministic round-trip output across designer import and export.

• T053 complete. Covered by workspaceAst.standardTemplates.regression.test.ts asserting both shipped standard quote templates keep their critical node ids, binding catalogs, and deterministic round-trip output across designer import and export.