Custom Quote Workflows

[philjestin]

Problem

from reddit

Only other thing I could think of would be something to support more on the custom quote side. To provide a little background, I almost exclusively do custom jobs, not prints from a catalog, and as a result am often making 3-4 quotes for each customer at a time. Each quote can be different offerings of material and scope that they can choose to move forward with. My current system is a highly customized sheet that allows me to update the status of each quote (Draft, Sent, Accepted, Rejected). I think this would likely require an additional quote building section for this as well as a job status page, because my quotes are based on machine time and material (for printing) as well as post-processing requirements, consulting and design requirements and other unique job descriptions. That way each individual quote’s status can be updated as I mentioned before.

Custom Quote System (Additive Consulting)

Overview

A user running an additive consulting company needs custom quoting instead of catalog-based orders.

They:

• Build 3–4 quotes per customer

• Include multiple options per quote (different materials/scope)

• Require status tracking:

  Draft → Sent → Accepted → Rejected / Expired

When a quote is accepted, it converts into an Order and flows into the existing fulfillment pipeline.

This introduces three new entities:

• Customers
• Quotes (with Options and Line Items)
• Quote → Order conversion flow

This is additive:

• Catalog-based users never touch quotes.
• Custom users skip the catalog entirely and operate within quotes.

---

Data Model

Customers

customers (
  id,
  name,
  email,
  company,
  phone,
  notes,
  created_at,
  updated_at
)

Orders table modification:

ALTER TABLE orders ADD COLUMN customer_id UUID NULL;

---

Quotes

quotes (
  id,
  quote_number,          -- Q-0001
  customer_id,
  status,
  title,
  notes,
  valid_until,
  accepted_option_id,
  order_id,
  created_at,
  updated_at,
  sent_at,
  accepted_at
)

quote_options (
  id,
  quote_id,
  name,
  description,
  sort_order,
  total_cents,
  created_at
)

quote_line_items (
  id,
  option_id,
  type,
  description,
  quantity,              -- REAL (fractional hours supported)
  unit,                  -- hours / units / grams / each
  unit_price_cents,
  total_cents,
  sort_order,
  created_at
)

quote_events (
  id,
  quote_id,
  event_type,
  message,
  created_at
)

Statuses

draft → sent → accepted / rejected / expired

Line Item Types

printing
post_processing
consulting
design
other

Each line item includes:

• description
• quantity
• unit
• rate
• total

No project/material linkage required.

---

Quote → Order Conversion

When a quote is accepted with a selected option:

1. Update quote:

   • status = accepted
   • accepted_option_id = chosen option
   • accepted_at = now

2. Create Order:

   • source = "quote"
   • Populate customer data from Customers table

3. Create OrderItems:

   • Only from printing type line items in accepted option

4. Set:

   • quote.order_id = new order ID

5. Record events on:

   • Quote
   • Order

---

API Endpoints

Customers

GET    /api/customers              -- list (search param)
POST   /api/customers              -- create

GET    /api/customers/{id}         -- get
PATCH  /api/customers/{id}         -- update
DELETE /api/customers/{id}         -- delete

---

Quotes

GET    /api/quotes                 -- list (status, customer_id filters)
POST   /api/quotes                 -- create

GET    /api/quotes/{id}
PATCH  /api/quotes/{id}
DELETE /api/quotes/{id}

POST   /api/quotes/{id}/send       -- draft → sent
POST   /api/quotes/{id}/accept     -- body: { option_id }
POST   /api/quotes/{id}/reject     -- sent → rejected

---

Quote Options

POST   /api/quotes/{id}/options
PATCH  /api/quotes/{id}/options/{optionId}
DELETE /api/quotes/{id}/options/{optionId}

---

Quote Line Items

POST   /api/quotes/{id}/options/{optionId}/items
PATCH  /api/quotes/{id}/options/{optionId}/items/{itemId}
DELETE /api/quotes/{id}/options/{optionId}/items/{itemId}

---

Implementation Plan

Phase 1: Schema + Migration

File	Action
internal/database/schema.sql	Add customers, quotes, quote_options, quote_line_items, quote_events
migrations/016_customers_and_quotes.sql	Same tables + ALTER TABLE orders ADD COLUMN customer_id

---

Phase 2: Go Model Types

File	Action
internal/model/models.go	Add Customer, Quote, QuoteOption, QuoteLineItem, QuoteEvent, QuoteStatus, QuoteLineItemType, QuoteFilters, CustomerFilters. Add CustomerID *uuid.UUID to Order. Add OrderSourceQuote constant.

---

Phase 3: Repository Layer

File	Action
internal/repository/customer.go	New. CRUD + LIKE search (name/email/company)
internal/repository/quote.go	New. Quote CRUD + NextQuoteNumber. Option CRUD. LineItem CRUD. RecalculateOptionTotal (SUM line items). Event add/list.
internal/repository/repository.go	Add Customers and Quotes to struct + NewRepositories()
internal/repository/order.go	Add customer_id to INSERT/SELECT/UPDATE

---

Phase 4: Service Layer

File	Action
internal/service/customer.go	New. CRUD + validation (name required) + WebSocket broadcasts
internal/service/quote.go	New. CRUD + Send/Accept/Reject transitions. Option CRUD. LineItem CRUD with auto-recalculate totals. Accept() creates Order from selected option.
internal/service/service.go	Add Customers and Quotes to Services struct. Initialize in NewServices().

---

Phase 5: API Handlers

File	Action
internal/api/customer_handler.go	New. List, Create, Get, Update, Delete
internal/api/quote_handler.go	New. Full CRUD + Send/Accept/Reject + Option + LineItem handlers (~14 methods)
internal/api/router.go	Add /api/customers and /api/quotes route groups

---

Phase 6: Frontend

File	Action
web/src/types/index.ts	Add Customer, Quote, QuoteOption, QuoteLineItem, QuoteEvent, QuoteStatus, QuoteLineItemType
web/src/api/client.ts	Add customersApi and quotesApi
web/src/pages/Quotes.tsx	New list page with status filter
web/src/pages/QuoteDetail.tsx	New detail page with options cards, line item tables, Send/Accept/Reject buttons, events timeline
web/src/pages/Customers.tsx	New searchable list
web/src/pages/CustomerDetail.tsx	Customer info + quote/order history tabs
web/src/App.tsx	Add routes: /quotes, /quotes/:id, /customers, /customers/:id
web/src/components/Layout.tsx	Add Quotes and Customers nav links

---

Phase 7: Tests

File	Action
internal/repository/customer_test.go	CRUD + search filtering
internal/repository/quote_test.go	Quote CRUD, NextQuoteNumber, Option CRUD, LineItem CRUD, total recalculation, events, cascade delete
internal/service/quote_test.go	Validation, status transitions, Accept creates Order, line item total recalculation

---

Verification Checklist

1. Repository tests

   go test -v ./internal/repository/...

2. Service tests

   go test -v ./internal/service/...

3. Full backend suite

   make test

4. Frontend type check

   cd web && npx tsc --noEmit

5. Manual verification flow

   • Create customer
   • Create quote with 2 options
   • Add line items
   • Send quote
   • Accept Option A
   • Confirm Order created with correct data