quotes

package
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 Go to latest Published: Aug 6, 2026 License: MIT Imports: 17 Imported by: 0

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Constants

This section is empty.

Variables

View Source 
var ErrQuoteNotFound = fmt.Errorf("quote not found")

ErrQuoteNotFound is returned when a quote is not found

Functions

This section is empty.

Types

type ConvertQuoteToInvoiceRequest 

type ConvertQuoteToInvoiceRequest struct {
	IssueDate time.Time `json:"issue_date,omitempty"`
	DueDate   time.Time `json:"due_date,omitempty"`
	Notes     string    `json:"notes,omitempty"`
	UserID    string    `json:"-"`
}

ConvertQuoteToInvoiceRequest requests conversion of an accepted quote into a sales invoice.

type CreateQuoteLineRequest 

type CreateQuoteLineRequest struct {
	Description     string          `json:"description"`
	Quantity        decimal.Decimal `json:"quantity"`
	Unit            string          `json:"unit,omitempty"`
	UnitPrice       decimal.Decimal `json:"unit_price"`
	DiscountPercent decimal.Decimal `json:"discount_percent,omitempty"`
	VATRate         decimal.Decimal `json:"vat_rate"`
	ProductID       *string         `json:"product_id,omitempty"`
}

CreateQuoteLineRequest is a line in the create quote request

type CreateQuoteRequest 

type CreateQuoteRequest struct {
	ContactID    string                   `json:"contact_id"`
	QuoteDate    time.Time                `json:"quote_date"`
	ValidUntil   *time.Time               `json:"valid_until,omitempty"`
	Currency     string                   `json:"currency,omitempty"`
	ExchangeRate decimal.Decimal          `json:"exchange_rate,omitempty"`
	Notes        string                   `json:"notes,omitempty"`
	Lines        []CreateQuoteLineRequest `json:"lines"`
	UserID       string                   `json:"-"`
}

CreateQuoteRequest is the request to create a quote

type GORMRepository 

type GORMRepository struct {
	// contains filtered or unexported fields
}

GORMRepository implements Repository with the shared ORM layer.

func NewGORMRepository 

func NewGORMRepository(db *gorm.DB) *GORMRepository

func NewRepository 

func NewRepository(db *pgxpool.Pool) *GORMRepository

func (*GORMRepository) Create 

func (r *GORMRepository) Create(ctx context.Context, schemaName string, quote *Quote) error

Create inserts a new quote with its lines

func (*GORMRepository) Delete 

func (r *GORMRepository) Delete(ctx context.Context, schemaName, tenantID, quoteID string) error

Delete removes a quote (only drafts)

func (*GORMRepository) GenerateNumber 

func (r *GORMRepository) GenerateNumber(ctx context.Context, schemaName, tenantID string) (string, error)

GenerateNumber generates a new quote number

func (*GORMRepository) GetByID 

func (r *GORMRepository) GetByID(ctx context.Context, schemaName, tenantID, quoteID string) (*Quote, error)

GetByID retrieves a quote by ID with its lines

func (*GORMRepository) List 

func (r *GORMRepository) List(ctx context.Context, schemaName, tenantID string, filter *QuoteFilter) ([]Quote, error)

List retrieves quotes with optional filtering

func (*GORMRepository) SetConvertedToInvoice 

func (r *GORMRepository) SetConvertedToInvoice(ctx context.Context, schemaName, tenantID, quoteID, invoiceID string) error

SetConvertedToInvoice marks a quote as converted to an invoice

func (*GORMRepository) SetConvertedToOrder 

func (r *GORMRepository) SetConvertedToOrder(ctx context.Context, schemaName, tenantID, quoteID, orderID string) error

SetConvertedToOrder marks a quote as converted to an order

func (*GORMRepository) Update 

func (r *GORMRepository) Update(ctx context.Context, schemaName string, quote *Quote) error

Update updates a quote and its lines

func (*GORMRepository) UpdateStatus 

func (r *GORMRepository) UpdateStatus(ctx context.Context, schemaName, tenantID, quoteID string, status QuoteStatus) error

UpdateStatus updates the status of a quote

type ImportQuotesRequest 

type ImportQuotesRequest struct {
	CSVContent string `json:"csv_content"`
	FileName   string `json:"file_name,omitempty"`
	UserID     string `json:"-"`
}

ImportQuotesRequest contains CSV payload for quote migration.

type ImportQuotesResult 

type ImportQuotesResult struct {
	FileName      string                 `json:"file_name,omitempty"`
	RowsProcessed int                    `json:"rows_processed"`
	QuotesCreated int                    `json:"quotes_created"`
	LinesImported int                    `json:"lines_imported"`
	RowsSkipped   int                    `json:"rows_skipped"`
	Errors        []ImportQuotesRowError `json:"errors,omitempty"`
}

ImportQuotesResult summarizes a quote CSV import.

type ImportQuotesRowError 

type ImportQuotesRowError struct {
	Row         int    `json:"row"`
	QuoteNumber string `json:"quote_number,omitempty"`
	Message     string `json:"message"`
}

ImportQuotesRowError describes a row-level quote import failure.

type Quote 

type Quote struct {
	ID                   string            `json:"id"`
	TenantID             string            `json:"tenant_id"`
	QuoteNumber          string            `json:"quote_number"`
	ContactID            string            `json:"contact_id"`
	Contact              *contacts.Contact `json:"contact,omitempty"`
	QuoteDate            time.Time         `json:"quote_date"`
	ValidUntil           *time.Time        `json:"valid_until,omitempty"`
	Status               QuoteStatus       `json:"status"`
	Currency             string            `json:"currency"`
	ExchangeRate         decimal.Decimal   `json:"exchange_rate"`
	Subtotal             decimal.Decimal   `json:"subtotal"`
	VATAmount            decimal.Decimal   `json:"vat_amount"`
	Total                decimal.Decimal   `json:"total"`
	Notes                string            `json:"notes,omitempty"`
	ConvertedToOrderID   *string           `json:"converted_to_order_id,omitempty"`
	ConvertedToInvoiceID *string           `json:"converted_to_invoice_id,omitempty"`
	Lines                []QuoteLine       `json:"lines"`
	CreatedAt            time.Time         `json:"created_at"`
	CreatedBy            string            `json:"created_by"`
	UpdatedAt            time.Time         `json:"updated_at"`
}

Quote represents a sales quote/offer

func (*Quote) Calculate 

func (q *Quote) Calculate()

Calculate computes the quote totals from lines

func (*Quote) IsExpired 

func (q *Quote) IsExpired() bool

IsExpired returns true if the quote is past its valid date

func (*Quote) Validate 

func (q *Quote) Validate() error

Validate validates the quote

type QuoteFilter 

type QuoteFilter struct {
	Status    QuoteStatus
	ContactID string
	FromDate  *time.Time
	ToDate    *time.Time
	Search    string
}

QuoteFilter provides filtering options

type QuoteInvoiceConversionResult 

type QuoteInvoiceConversionResult struct {
	Quote   *Quote             `json:"quote"`
	Invoice *invoicing.Invoice `json:"invoice"`
}

QuoteInvoiceConversionResult returns the converted quote and created invoice.

type QuoteLine 

type QuoteLine struct {
	ID              string          `json:"id"`
	TenantID        string          `json:"tenant_id"`
	QuoteID         string          `json:"quote_id"`
	LineNumber      int             `json:"line_number"`
	Description     string          `json:"description"`
	Quantity        decimal.Decimal `json:"quantity"`
	Unit            string          `json:"unit,omitempty"`
	UnitPrice       decimal.Decimal `json:"unit_price"`
	DiscountPercent decimal.Decimal `json:"discount_percent"`
	VATRate         decimal.Decimal `json:"vat_rate"`
	LineSubtotal    decimal.Decimal `json:"line_subtotal"`
	LineVAT         decimal.Decimal `json:"line_vat"`
	LineTotal       decimal.Decimal `json:"line_total"`
	ProductID       *string         `json:"product_id,omitempty"`
}

QuoteLine represents a line item on a quote

func (*QuoteLine) Calculate 

func (l *QuoteLine) Calculate()

Calculate computes the line totals

type QuoteStatus 

type QuoteStatus string

QuoteStatus represents the status of a quote 

const (
	QuoteStatusDraft     QuoteStatus = "DRAFT"
	QuoteStatusSent      QuoteStatus = "SENT"
	QuoteStatusAccepted  QuoteStatus = "ACCEPTED"
	QuoteStatusRejected  QuoteStatus = "REJECTED"
	QuoteStatusExpired   QuoteStatus = "EXPIRED"
	QuoteStatusConverted QuoteStatus = "CONVERTED"
)

type Repository 

type Repository interface {
	Create(ctx context.Context, schemaName string, quote *Quote) error
	GetByID(ctx context.Context, schemaName, tenantID, quoteID string) (*Quote, error)
	List(ctx context.Context, schemaName, tenantID string, filter *QuoteFilter) ([]Quote, error)
	Update(ctx context.Context, schemaName string, quote *Quote) error
	UpdateStatus(ctx context.Context, schemaName, tenantID, quoteID string, status QuoteStatus) error
	Delete(ctx context.Context, schemaName, tenantID, quoteID string) error
	GenerateNumber(ctx context.Context, schemaName, tenantID string) (string, error)
	SetConvertedToOrder(ctx context.Context, schemaName, tenantID, quoteID, orderID string) error
	SetConvertedToInvoice(ctx context.Context, schemaName, tenantID, quoteID, invoiceID string) error
}

Repository defines the contract for quote data access

type Service 

type Service struct {
	// contains filtered or unexported fields
}

Service provides quote operations

func NewService 

func NewService(db *pgxpool.Pool) *Service

NewService creates a new quotes service with an ORM-backed repository.

func NewServiceWithRepository 

func NewServiceWithRepository(repo Repository) *Service

NewServiceWithRepository creates a new quotes service with a custom repository

func (*Service) Accept 

func (s *Service) Accept(ctx context.Context, tenantID, schemaName, quoteID string) error

Accept marks a quote as accepted by the customer

func (*Service) ConvertToInvoice 

func (s *Service) ConvertToInvoice(ctx context.Context, tenantID, schemaName, quoteID, invoiceID string) error

ConvertToInvoice marks a quote as converted to an invoice

func (*Service) ConvertToOrder 

func (s *Service) ConvertToOrder(ctx context.Context, tenantID, schemaName, quoteID, orderID string) error

ConvertToOrder marks a quote as converted to an order

func (*Service) Create 

func (s *Service) Create(ctx context.Context, tenantID, schemaName string, req *CreateQuoteRequest) (*Quote, error)

Create creates a new quote

func (*Service) Delete 

func (s *Service) Delete(ctx context.Context, tenantID, schemaName, quoteID string) error

Delete deletes a draft quote

func (*Service) GetByID 

func (s *Service) GetByID(ctx context.Context, tenantID, schemaName, quoteID string) (*Quote, error)

GetByID retrieves a quote by ID

func (*Service) ImportCSV 

func (s *Service) ImportCSV(
	ctx context.Context,
	tenantID, schemaName string,
	existingContacts []contacts.Contact,
	existingProducts []inventory.Product,
	req *ImportQuotesRequest,
) (*ImportQuotesResult, error)

ImportCSV imports historical quotes from grouped CSV rows. Each row represents one quote line.

func (*Service) List 

func (s *Service) List(ctx context.Context, tenantID, schemaName string, filter *QuoteFilter) ([]Quote, error)

List retrieves quotes with optional filtering

func (*Service) Reject 

func (s *Service) Reject(ctx context.Context, tenantID, schemaName, quoteID string) error

Reject marks a quote as rejected by the customer

func (*Service) Send 

func (s *Service) Send(ctx context.Context, tenantID, schemaName, quoteID string) error

Send marks a quote as sent

func (*Service) Update 

func (s *Service) Update(ctx context.Context, tenantID, schemaName, quoteID string, req *UpdateQuoteRequest) (*Quote, error)

Update updates a quote (only drafts)

type UpdateQuoteRequest 

type UpdateQuoteRequest struct {
	ContactID    string                   `json:"contact_id"`
	QuoteDate    time.Time                `json:"quote_date"`
	ValidUntil   *time.Time               `json:"valid_until,omitempty"`
	Currency     string                   `json:"currency,omitempty"`
	ExchangeRate decimal.Decimal          `json:"exchange_rate,omitempty"`
	Notes        string                   `json:"notes,omitempty"`
	Lines        []CreateQuoteLineRequest `json:"lines"`
}

UpdateQuoteRequest is the request to update a quote

Source Files

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