BGBidGauge Documentation
06 · Project Lifecycle

Project Lifecycle

A project carries a single stage field, selectable from a company-configurable list. Stage changes are freely reorderable through the UI, except for one pair of stages that has dedicated two-way sync logic. This page is unchanged by the recent security/multi-tenancy/backup work — the stage model itself wasn't touched.

Stages

The default stage list, in the order presented in the dropdown (companies can customize this list in Company Settings):

Active Opportunity / Bidding default for new projects Proposal Provided estimate sent, awaiting approval Installation / Implementation active install work Completed Completed – With Active Warranty post-completion warranty period Active Subscription recurring-service accounts auto-sync manually selectable from any stage Gray arrows: default left-to-right order, but every stage is directly selectable at any time via the stage dropdown — the sequence is a convention, not an enforced state machine.

Fig. 9 — Stage list and default order. Only the highlighted pair has dedicated two-way automation.

The Proposal Provided ↔ Installation / Implementation sync

Controlled by the company setting syncApprovedEstimateWithInstallationStage (default: on):

Audit trail Every stage change is appended to the project's stageHistory array and surfaced on the Project Summary page. This still lives inline on the project document itself, but that document is now scoped to one project rather than the whole company — see Data Model.

Downstream effects of stage

Stage-related factEffect
A project is in Installation / ImplementationPayment Applications can be created for it.
The primary estimate is approvedChange orders and alternates become available; the primary proposal can no longer be swapped once approved.
Dashboard stage cards / filtersNow driven by chunked projectSummaries queries (where("stage","in",…), 30 values per chunk) rather than an in-memory filter over one document's array — see Data Model.
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