Quotes Integration Guide

This guide explains how to integrate the Quote (Devis) system. A quote represents a customer quotation containing one or more products with pricing, validation states, and multi-language PDF generation capabilities.

Quick Start

Essential Workflow

1. Create Quote: POST /quotes with project, company, and items (briefs or articles)
2. Add Items: POST /quotes/:id/quote-items to add configured products or catalog articles
3. Publish Quote: Update state from “draft” to “published” (assigns unique code)
4. Generate PDF: POST /quotes/:id/generate-pdf with language preference
5. Track Status: Monitor quote state (published → signed/rejected/expired)

Key Endpoints

Endpoint	Returns	Use Case
POST /quotes	Quote	Create customer quotation
GET /quotes/:id	Complete quote + items	Get all quote data
POST /quotes/:id/quote-items	Updated quote	Add line items
POST /quotes/:id/generate-pdf	PDF file	Generate quote document
GET /quotes/:id/localisation/:locale	PDF download	Download by language

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Core Entities Overview

1. Quote

Root entity representing a customer quotation with pricing and validation state.

Key Properties: id, code, name, state, totalPrice, toolingCost, deliveryCost, validUntil, email

Validation States:

• draft → published → signed / rejected / expired
• Code assigned only when published

Main Relationships:

• items → QuoteItem[] (One-to-Many, required)
• project → Project, company → Company
• contact → User, address → Address
• pdfs → File[] (multi-language support)

📖 Full Quote Entity Documentation

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2. QuoteItem

Line item within a quote, can reference configured products or predefined articles.

What It Contains:

• Product Reference: Links to either Brief/BriefElement OR Article
• Pricing: Quantity, unit price, total price
• Dimensions: Length, width, height for logistics
• Hierarchy: Parent-child relationships for complex structures

Item Types:

• BriefElement from actual Brief: References a configured product from an existing Brief (links via brief and briefElement)
• Article: References a predefined catalog product (links via article)
  • Article may be linked to a BriefElement (from an actual Brief or standalone)
  • Article may exist without any BriefElement link

Hierarchical Structure (Quotes from Briefs):

When a quote is generated from Briefs, QuoteItems are automatically structured as hierarchical groups:

• Parent QuoteItem → References the Brief
• Children QuoteItems → Reference individual BriefElements from that Brief

Example structure:

Quote
  └── QuoteItem (parent) → Brief 1
        ├── QuoteItem (child) → BriefElement 1
        ├── QuoteItem (child) → BriefElement 2
        └── QuoteItem (child) → BriefElement 3
  └── QuoteItem (parent) → Brief 2
        └── QuoteItem (child) → BriefElement 1

Key Properties: id, quoteId, quantity, price, totalPrice, position, valid

Main Relationships:

• quote → Quote (Many-to-One)
• brief → Brief, briefElement → BriefElement (for configured products from actual briefs)
• article → Article (for predefined products, which may or may not link to a BriefElement)
• parent/children → QuoteItem (for hierarchical items)

📖 Full QuoteItem Entity Documentation

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3. Article

Predefined product that can be added to quotes, linked to production specifications.

What It Contains:

• Product Details: Name, code, description, pricing
• Inventory: Stock status and quantity
• Production Specs: Link to BriefElement for manufacturing details
• ERP Integration: External ID for synchronization

Key Properties: id, code, name, price, stocked, quantity, briefElementId, externalId

Creation Scenarios:

• Created after configuration (links to existing BriefElement)
• Created from ERP (auto-creates BriefElement)

Main Relationships:

• company → Company (Many-to-One, required)
• briefElement → BriefElement (Many-to-One)
• quoteItems → QuoteItem[] (One-to-Many)
• files → File[] (preview, CAD files, documents)

📖 Full Article Entity Documentation

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Entity Relationships

Company → Project → Quote → QuoteItem
                              ├─→ Brief → BriefElement
                              └─→ Article → BriefElement

Key Relationships:

1. Quote Structure: Company → Project → Quote → QuoteItems
2. Configured Products: QuoteItem → Brief → BriefElement
3. Catalog Products: QuoteItem → Article → BriefElement (for specs)
4. Mixed Quotes: QuoteItems can contain both configured products and articles

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API Endpoints

Quote Management

Create Quote

POST /quotes

Creates a new quote in draft state with project, company, and initial items.

Request Example:

{
  "name": "Quote for Packaging Project",
  "projectId": "uuid-of-project",
  "companyId": "uuid-of-company",
  "email": "client@example.com",
  "phoneNumber": "+33123456789",
  "receiverName": "John Doe",
  "contactId": "uuid-of-contact",
  "addressId": "uuid-of-address",
  "validUntil": "2024-12-31T23:59:59Z",
  "briefIds": ["uuid-brief-1", "uuid-brief-2"]
}

Get Quote

GET /quotes/:id

Retrieves a single quote with all relationships (items, project, company, etc.).

List Quotes

GET /quotes

Query Parameters: page, limit, sort, search, status, projectId, companyId

Update Quote

PUT /quotes/:id

Updates quote properties (name, email, validUntil, etc.).

Generate PDF

POST /quotes/:id/generate-pdf

Generates PDF document with specified language.

Request: { "localisationId": "fr-FR" }

Download PDF

GET /quotes/:id/localisation/:localisationId

Downloads the generated PDF file.

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Quote Items Management

Add Items to Quote

POST /quotes/:id/quote-items

Adds configured products (briefs) or catalog articles to a quote.

Request Example:

{
  "items": [
    {
      "briefId": "uuid-brief-1",
      "briefElementId": "uuid-element-1",
      "quantity": 1000,
      "comment": "Custom packaging"
    },
    {
      "articleId": "uuid-article-1",
      "quantity": 50,
      "price": 25.0,
      "comment": "Catalog item"
    }
  ]
}

Remove Item

DELETE /quotes/:id/quote-items/:itemId

Removes an item from a quote.

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Article Management

Create Article

POST /articles

Creates a new article with optional BriefElement reference.

Request Example:

{
  "name": "Custom Box 20x20x10",
  "code": "BOX-001",
  "description": "Custom packaging box",
  "price": 2.50,
  "stocked": true,
  "quantity": 500,
  "companyId": "uuid-of-company",
  "briefElementId": "uuid-of-brief-element",
  "externalId": "ERP-12345"
}

Get Article

GET /articles/:id

Retrieves article details with all relations.

List Articles

GET /articles

Query Parameters: page, limit, search, sort, companyId, briefElementId, enabled

Update Article

PATCH /articles/:id

Updates article properties.

Delete Article

DELETE /articles/:id

Soft deletes an article.

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Workflow Examples

1. Quote from Configured Products

1. Create/Select Project: GET /projects or POST /projects
2. Create Briefs: User configures products in configurator
3. Create Quote:

   POST /quotes
   {
     "projectId": "uuid",
     "companyId": "uuid",
     "briefIds": ["brief-1", "brief-2"]
   }

4. Publish: Change state from “draft” to “published” (assigns code)
5. Generate PDF: POST /quotes/:id/generate-pdf

2. Quote from Articles

1. Select Articles: GET /articles?companyId=uuid
2. Create Quote:

   POST /quotes
   {
     "projectId": "uuid",
     "items": [
       { "articleId": "uuid-1", "quantity": 100, "price": 10.0 }
     ]
   }

3. Mixed Quote (Briefs + Articles)

POST /quotes/:id/quote-items
{
  "items": [
    { "briefId": "uuid-brief", "comment": "Custom" },
    { "articleId": "uuid-article", "quantity": 50 }
  ]
}

4. ERP Article Sync

Scenario A - Link to Existing Configuration:

POST /articles
{
  "name": "Box from ERP",
  "code": "ERP-001",
  "briefElementId": "existing-uuid",
  "externalId": "ERP-12345"
}

Scenario B - Auto-Create Configuration:

POST /articles
{
  "name": "Box from ERP",
  "code": "ERP-002",
  "externalId": "ERP-54321",
  "briefElement": {
    "productId": "uuid",
    "lengthDimension": 200
  }
}

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Key Integration Points

Quote State Management

The state property is critical for quote workflow:

// Quote states
"draft"      → Quote is being prepared, can be edited
"published"  → Quote sent to client, code assigned, locked
"signed"     → Client accepted the quote
"rejected"   → Client declined the quote
"expired"    → Quote past validUntil date

// Only published quotes get a unique code
const quote = await createQuote({ state: "draft" });  // No code
await publishQuote(quote.id);  // Code assigned automatically

QuoteItem Hierarchy

When quotes are generated from Briefs, items are automatically structured:

// Parent-child structure from Briefs
Quote → QuoteItem (parent: Brief)
         └─ QuoteItem (child: BriefElement 1)
         └─ QuoteItem (child: BriefElement 2)

// Access hierarchy
const parentItem = quote.items.find(i => i.briefId && !i.parentId);
const childItems = quote.items.filter(i => i.parentId === parentItem.id);

Article Integration

Articles can be added to quotes in two ways:

1. Link to Existing BriefElement:

POST /articles
{
  "briefElementId": "existing-uuid",
  "externalId": "ERP-001"
}

2. Auto-Create BriefElement from ERP:

POST /articles
{
  "externalId": "ERP-002",
  "briefElement": { "productId": "uuid", ... }
}

Required Fields

• Quote: items array is required (must have at least one QuoteItem)
• QuoteItem: Either briefId/briefElementId OR articleId must be provided
• State Transitions: Draft → Published requires all pricing to be calculated

PDF Generation

• Multi-language Support: Generate PDFs in different languages using localisationId
• State Requirement: Quote must be in published state before PDF generation
• Guest Access: PDFs can be accessed via guest links without authentication

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Key Features

• Multi-language PDF: Generate quotes in multiple languages
• Guest Access: Share quotes via temporary access links
• Draft System: Auto-save quotes before publishing
• Mixed Content: Support for both configured products and catalog articles
• State Management: Draft → Published → Signed/Rejected/Expired
• ERP Integration: External ID fields for synchronization
• Hierarchical Items: Parent-child relationships for complex products

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See Also

• Quote Entity - Complete quote entity reference
• QuoteItem Entity - Line items reference
• Article Entity - Article catalog reference
• Brief Integration - Configuration system
• Project Entity - Project management