Translation Memory & TM Analysis Templates

Business perspective: Translation Memory & Pricing Templates

1. Business Summary

TM templates and price book hierarchies define rates per fuzzy-match bracket and discounts per account/job-type.

2. Business Value

Accurate quoting and costing; multi-tier pricing; controlled discounting.

3. Users / Stakeholders

PM, finance, sales.

4. Workflows

  • Define TM analysis template.
  • Build PriceBook (per brand/currency/template).
  • Configure PriceBooksJobType + PriceBooksJobsDetail per match brackets (100% / 75–99% / repetitions / no-match etc.).
  • Account-specific discount via AccountJobTypeDiscountItem.

5. Sub-Features

  • TmAnalysisTemplate + TmAnalysisTemplatesDetail.
  • PriceBook + PriceBooksJobs + PriceBooksJobType + PriceBooksJobsDetail.
  • AccountJobTypeDiscountItem.
  • JobWeightedWord / JobWeightedWordsDetail.
  • Discount items at user/candidate/resource level.

6. Business Rules

  • Net rate × weighted words × (1 - discount%) drives unit cost.
  • Account discount overrides default.
  • Min price applied if apply_min_price=1 and computed total < min.

7. Data Entities

TmAnalysisTemplate, TmAnalysisTemplatesDetail, PriceBook, PriceBooksJobType, PriceBooksJobsDetail, PriceBooksJobs, AccountJobTypeDiscountItem, JobWeightedWord, JobWeightedWordsDetail, DiscountItem (admin), UserDiscountItem (Model), CandidatesDiscountItem (admin), ResourcesDiscountItem (admin).

8. Entry Points

  • finance/tmAnalysisTemplates, finance/tmAnalysisTemplatesDetails, finance/priceBooks, finance/priceBooksJobs, finance/priceBooksJobsDetails, finance/priceBooksJobTypes, finance/accountJobTypeDiscountItems.

9. Inputs & Outputs

  • Inputs: bracket rates, discount items, weighted words.
  • Outputs: computed cost/price per task or job.

10. Integrations

  • Memsource analysis output feeds JobWeightedWord.

11. Calculations / Logic

  • Per-bracket × weight × discount.
  • Override hierarchy: account-level > price-book defaults.

12. Status Lifecycle

  • N/A (configuration).

13. Permissions

  • Finance/admin maintains.

14. Reports & KPIs

  • Average price per word, discount usage.

15. Risks & Observations

  • 20+ params in getJobTaxAmount, getJobTotalPrice, getJobGrossProfit — high error surface.
  • Min-price toggle subtle; misconfiguration changes invoice totals.

16. Source Code Evidence

  • app/Plugin/finance/Model/TmAnalysisTemplate.php, TmAnalysisTemplatesDetail.php, PriceBook.php, PriceBooksJobType.php, PriceBooksJobsDetail.php, PriceBooksJobs.php, AccountJobTypeDiscountItem.php, JobWeightedWord.php.
  • app/Plugin/finance/Controller/TmAnalysisTemplatesController.php, PriceBooksController.php, PriceBooksJobsController.php, PriceBooksJobsDetailsController.php, PriceBooksJobTypesController.php, AccountJobTypeDiscountItemsController.php.

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