Glossary — BidGauge Documentation

Domain terms

Project	A job, from initial bid through warranty — called an "Opportunity" in some UI copy and older code, but the Firestore collection is named `projects`. See Data Model.
Proposal	An estimate presented to a customer — the primary bid, a Change Order, or an Alternate. Made up of Groups of Line Items.
Primary Estimate / Primary Proposal	The base proposal for a project. Once approved, it can't be swapped, and it unlocks change orders/alternates and the Schedule of Values.
Change Order	A proposal type representing added or changed scope after the primary estimate, gated behind the primary being approved.
Alternate	An optional add-on priced alongside the primary proposal.
Group	A named bucket of Line Items within a Proposal.
Line Item	A single priced entry — material or labor — with quantity, unit price, margin, tax treatment, cost code, and phase.
Factors	Additional charges layered on top of line-item totals — shipping, permits, misc fees.
Stage	A project's position in its lifecycle. See Project Lifecycle.
Stage History	The audit trail of stage changes recorded on a project.
SOV — Schedule of Values	A phase- and cost-code-grouped breakdown of a project's approved proposals/changes into billable line rows.
Cost Code / Phase	Classification tags used to group costs in the SOV.
Pay App — Payment Application	A progress-billing document generated against the SOV, formatted to mirror AIA G702/G703.
Retainage	A percentage of each billing withheld until completion.
Stored Materials	Material billed for before it's installed; rolls into "previously billed" on the next Payment Application.
BOM — Bill of Materials	An exported spreadsheet of a proposal's Material-type line items.
Post Mortem	A post-completion comparison of expected vs. actual margin.
Item Library	The company-wide, shared catalog of reusable priced items.
Service Project / Service Ticket	A project made up of address-independent Service Tickets rather than Proposals.
Department / Location / Job Number	Line-of-business, office, and job-numbering concepts, unchanged from before.
companyPrefs	The settings object on the company document — admin lists, per-user access flags, taxonomy, defaults, and now MFA settings.

Infrastructure & security terms new

Company ID / Company Claim	The tenant identifier. Stored as a custom claim on a user's Firebase Auth token; security rules require it to match the `companyId` path segment being read or written. See Architecture.
Custom Claim	Arbitrary data Firebase Admin SDK can attach to a user's ID token (here: `companyId`, and the MFA remembered-device timestamps), readable client-side via `getIdTokenResult` and enforceable in security rules.
Project Summary (collection)	A denormalized, lightweight mirror of a project — just the fields list/dashboard views need — kept in sync with the full `projects` document on every save. See Data Model.
Edit Presence	A heartbeat-based "someone else is editing this" indicator; each viewer writes a presence doc every 30 seconds and deletes it on navigating away.
Deep Link	A URL that identifies a specific page and record (a project, a proposal, a settings tab) well enough that loading it directly — or refreshing — restores that exact view, via BidGauge's hand-rolled URL layer.
Database Snapshot / Backup	A gzip-compressed JSON export of a company's `projects`, `projectSummaries`, and `itemLibrary` collections (plus the company doc and global users), stored in Cloud Storage; rotated in four flavors — manual, daily, weekly, monthly.
Restore	Deleting and rewriting a company's collections from a stored snapshot; requires typing "RESTORE" to confirm. See Cloud Functions Reference.
Remembered Device	Despite the name, not a browser cookie — a per-company expiry timestamp on the signed-in user's Auth token custom claims, capped at 120 days, that skips the email MFA challenge until it lapses.
Email Login Verification	BidGauge's custom, company-togglable MFA: a 6-digit code emailed via the Gmail API and checked against a salted hash — distinct from Firebase-native TOTP MFA, which can be enabled independently.
TOTP MFA	Standard Firebase Authenticator-app-based multi-factor authentication, enrolled per user, unrelated to the custom email-code path above.
ZipTax	The live sales-tax rate API BidGauge now calls (replacing an earlier Avalara AvaTax integration).
Staging Environment	A second, separate Firebase project (`bidgauge-staging`) used to verify rule/function/build changes before they reach the production company's data.

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