Quotes

Financial quotes for renovation work — unified lifecycle entity covering pre-win vendor cost quotes and post-win workflow-driven execution. Quotes track line items, funding allocations, and are synced bidirectionally with HubSpot Integration as deals.

Source Files

Layer	Path
Schema	backend/src/db/schema.ts (line ~1678)
Routes	backend/src/routes/quotes.ts
Service	backend/src/services/quote-service.ts, backend/src/services/quote-finance-service.ts
Pages	frontend/src/pages/Quotes.tsx
Components	frontend/src/components/quotes/ (9 files)
Queries	frontend/src/lib/queries/quoteQueries.ts

Database Tables

Table	Purpose
quotes	Main entity — project, contact, amounts, status, HubSpot sync, workflow columns
quote_line_items	Individual cost items with quantities, unit prices, component type
quote_phases	Execution phases for post-win workflow management
quote_phase_tasks	Tasks within each phase
quote_skill_assignments	Skill/trade assignments for quote execution
quote_ab_snapshots	A/B comparison snapshots for quote versioning
quote_line_item_funding_measures	Links line items to Funding Applications measures
quote_line_item_funding_loans	Links line items to funding loans
component_quote_links	Links Building Components to quotes
funding_quote_allocations	Distributes funding across quotes

Key Fields

Field	Type	Notes
projectId	uuid FK	Parent project (cascade delete)
buildingId	uuid FK	Parent building
contactId	uuid FK	Vendor/supplier contact
status	enum	draft, sent, accepted, awarded, in_progress, completed, superseded, etc.
totalAmount / netAmount / taxAmount	decimal	Financial totals (precision 12,2)
taxRate	decimal	Default 19% (German VAT)
discountPercentage, skontoPercentage	decimal	Discount and early-payment terms
hubspotId	varchar	Bidirectional sync with HubSpot Integration
templateId	uuid FK	Workflows template for post-win lifecycle
replacesQuoteId	uuid FK	Self-referential for quote versioning

Relationships

Quote *──1 Project
Quote *──1 Building
Quote *──1 Contact (vendor)
Quote 1──* Quote Line Items
Quote 1──* Quote Phases ──* Quote Phase Tasks
Quote 1──* Quote Skill Assignments
Quote 1──* Quote A/B Snapshots
Quote *──* Building Components (via component_quote_links)
Quote *──* Funding Applications (via funding_quote_allocations)
Quote 1──* Invoices (derived from quote)

Frontend Components

Component	Purpose
QuoteForm	Create/edit quote with financial details
QuoteLineItemsTable	Manage individual line items
QuotesList	List view with filtering and sorting
BuildingQuotesList	Quotes scoped to a building
InlineQuotesTable / InlineQuoteRow	Compact inline display within other views
LinkFundingApplicationsDialog	Link quotes to Funding Applications
CreateQuoteWithProjectDialog	Quick-create quote with project selection

Features

• Line items management with quantities, unit prices, and component type mapping
• Funding allocation linking line items to Funding Applications measures and loans
• Component linking connecting quotes to Building Components via junction table
• A/B snapshots for comparing quote versions side-by-side
• Skill assignments tracking which trades/skills are needed for execution
• Workflow phases for post-award project management via Workflows
• Skonto/discount terms with deadlines (German early-payment convention)
• HubSpot sync as deals with pipeline/stage tracking

Related Pages

Projects | Buildings | Invoices | Funding Applications | Building Components | Products | Contacts | Workflows | Financial Calculations | HubSpot Integration | Database Architecture