#579 — Update Pricing Proposal PDF and handle Statements Analyzer errors
Repo: Twill-AI/twill-ai-ui State: closed | Status: done Assignee: Unassigned
Created: 2025-08-05 · Updated: 2025-09-15
Description
Continuation of https://github.com/Twill-AI/twill-ai-ui/issues/519
Need to update Pricing Proposal PDF on merchant on-boarding ‘Pricing’ tab with new template from
and values for it in https://docs.google.com/spreadsheets/d/1IcS2kp8HmEhWxTjTbfakpM7l4tYdACXd0ZlIQlaJhdE/edit?usp=sharing
AC:
- New Pricing Proposal PDF is generated.
Implementation details.
- Updated https://docs.google.com/spreadsheets/d/1IcS2kp8HmEhWxTjTbfakpM7l4tYdACXd0ZlIQlaJhdE/edit?gid=0#gid=0 and discussed with Michael. Updated template in https://pdfme.com/template-design accordingly.
- Split “Total current fees” field for statement analyzer output manual corrections into 2: “Discount Monthly Fees” and “Other Monthly Fees” to allow proposal generation with severe statement analyzer failures.
- Made “Current Effective Rate” to recalculate on relevant fields changes.
- Updated proposal calculation logic as resilient to statement analyzer failures as possible. On unrecoverable issues it shows red text with error explanation.
Example with unrecoverable error from "Twill Online Report 1.1.1 Apr 01 2025.pdf" (doesn't have discount costs at all) after manual fix by rep
<img width=“1137” height=“804” alt=“Image” src=“https://github.co
Notes
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