Quotations module (quotations)

The quotations module in src/cluster_erp/modules/quotations/ holds sales quotations. A quote (Quote) answers a customer RFQ of the crm module and moves through feasibility, design, BOM, costing, and a management approval before it is sent. Its lines carry cost and price, and the header totals and margin are rolled up from them. Sales orders reference quote lines, which can mark a quote as won.

At a glance¶

What the module does¶

• Creates a quote for a customer RFQ, one active quote per RFQ, and takes commercial defaults from the customer (src/cluster_erp/modules/quotations/quotes/services.py:175-239).
• Moves the quote through feasibility, optional design, BOM, and costing (src/cluster_erp/modules/quotations/quotes/services.py:59-71).
• Records a management approval meeting and its decision (src/cluster_erp/modules/quotations/quotes/services.py:467-549).
• Sends the quote after an approval and a completeness check, then marks it won, lost, or expired (src/cluster_erp/modules/quotations/quotes/services.py:550-686).
• Rolls up total price, total cost, and margin from the lines (src/cluster_erp/modules/quotations/rollup.py:1-17).
• Records which sales order lines reference which quote lines (src/cluster_erp/modules/quotations/quotes/services.py:925-1042).

Sub-modules¶

Data model¶

Line breakdowns are checked with ensure_product_breakdown (src/cluster_erp/modules/quotations/line_items/services.py:102-106, src/cluster_erp/modules/quotations/line_items/services.py:131-136).

Screens and metadata¶

get_metadata declares a sidebar group Sales Quotations (Turkish Satış Teklifleri) with one list section of the same name (src/cluster_erp/modules/quotations/module.py:203-222). The entities are quote, quote_line_item, mgmt_approval, quote_document_flow, and quote_history (src/cluster_erp/modules/quotations/module.py:224-230). The quote card reads its completeness, document flow, history, versions, and similar projects from dedicated routes (src/cluster_erp/modules/quotations/quotes/routes.py:384-439). See generic detail.

Status and actions¶

The service allows these transitions (src/cluster_erp/modules/quotations/quotes/services.py:59-74).

stateDiagram-v2
 [*] --> draft
 draft --> feasibility: start_feasibility
 feasibility --> design_required: mark_design_required
 feasibility --> bom_pending: complete_feasibility
 design_required --> bom_pending: complete_design
 bom_pending --> costing: attach_bom
 costing --> bom_pending: return_to_bom
 costing --> pending_mgmt_approval: attach_costing
 pending_mgmt_approval --> mgmt_rejected: decision rejected
 pending_mgmt_approval --> sent: send
 sent --> won: mark_won
 sent --> lost: mark_lost
 sent --> expired: mark_expired

In prose: a quote starts as draft and goes through feasibility. If a new design is needed it passes design_required. A BOM moves it to costing, and a costing to pending_mgmt_approval. A rejected decision ends it as mgmt_rejected. Sending needs an approved or conditional decision (src/cluster_erp/modules/quotations/quotes/services.py:550-616). won, lost, expired, and mgmt_rejected are terminal; revise creates a new version from pending_mgmt_approval, mgmt_rejected, expired, or lost (src/cluster_erp/modules/quotations/quotes/services.py:73, src/cluster_erp/modules/quotations/quotes/services.py:687-743). feasibility_failed soft-deletes the quote and emits RfqDeclined (src/cluster_erp/modules/quotations/quotes/services.py:744-774).

Routes and permissions are in src/cluster_erp/modules/quotations/quotes/routes.py:156-366.

Business rules¶

• A quote needs an existing RFQ, read with GetRfqById; only one active quote per RFQ is allowed (src/cluster_erp/modules/quotations/quotes/services.py:175-190, src/cluster_erp/modules/quotations/quotes/services.py:1297-1317).
• Currency and payment terms default from the customer through GetCustomerById when not given (src/cluster_erp/modules/quotations/quotes/services.py:190-205).
• quote_no comes from the yearly sequence quotation; versions count per RFQ (src/cluster_erp/modules/quotations/quotes/services.py:209, src/cluster_erp/modules/quotations/quotes/services.py:1318-1326).
• Attaching a costing reads GetCostingById; the header cost falls back to the costing's total cost when no line carries a unit cost (src/cluster_erp/modules/quotations/quotes/services.py:399-466).
• The roll-up sets total price to the sum of line totals, total cost to the sum of quantity times unit cost, and margin to price minus cost over cost times 100. Amounts are rounded with ROUND_HALF_EVEN to the decimal places of the currency in the Currency reference table (src/cluster_erp/modules/quotations/rollup.py:35-117).
• A management decision can be recorded once per approval; a price adjustment overrides the net value (src/cluster_erp/modules/quotations/quotes/services.py:492-549).
• Sending is blocked while the completeness log has unmet items: a non-rejected line, a total price, a currency, and payment terms (src/cluster_erp/modules/quotations/quotes/services.py:574-588, src/cluster_erp/modules/quotations/quotes/services.py:828-876).
• Lines cannot change after the quote is sent; a rejection reason must exist and be active (src/cluster_erp/modules/quotations/line_items/services.py:150-175, src/cluster_erp/modules/quotations/line_items/services.py:255-270).
• A sent quote cannot be deleted; delete sets deleted_at (src/cluster_erp/modules/quotations/quotes/services.py:273-287).
• When sales order references cover every referenceable line, a sent quote becomes won and QuoteWon is emitted (src/cluster_erp/modules/quotations/quotes/services.py:925-997).

Events and queries¶

The module consumes 6 contracts and produces 18, counted as on the parties module page. The full list is on the contracts reference.

Permissions¶

Privacy, retention, and history¶

The module has no privacy_handlers.py. Quotes and lines are soft-deleted (src/cluster_erp/modules/quotations/quotes/services.py:273-287). The route GET /quotes/{quote_id}/history reads the quote's change history (src/cluster_erp/modules/quotations/quotes/services.py:1094-1183); see change history.

Analytics facts¶

analytics_facts.py contributes the fact set sales_quote over quot_quotes, with the measures quote_count, total_price, total_cost, and median_price in the field currency, read with quote.read (src/cluster_erp/modules/quotations/analytics_facts.py:25-108). See analytics facts.

Settings and reference data¶

Rejection reasons are reference data in quot_rejection_reasons, listed by GET /quotes/rejection-reasons (src/cluster_erp/modules/quotations/line_items/routes.py:24). The currency's decimal places come from the core currency table (src/cluster_erp/modules/quotations/rollup.py:35-45); see money and decimal.

Tests¶

Found by a grep for modules.quotations in tests/ (no hit) and for the path /quotations/ and file names in web-client/.

Discrepancies¶

Terms introduced¶

Related pages¶

• Modules index
• CRM module
• Sales orders module
• Costing module
• BOM module
• API reference for this module

Verified against commit 92f8051 on 2026-11-13.