alla-allaos-fullstack/docs/adr/0007-quotation-revision-strategy.md

Status: accepted

Context: Quotation revision was introduced in Task E, but the rules before approval workflow were still ambiguous. Task E.1 needs a stable rule so Task F can build approval on top without changing quotation lineage again.

Decision:

• Revision is allowed only when the current quotation status is approved, sent, accepted, or rejected.
• Revision is not allowed for draft or cancelled.
• A new revision keeps the same quotation family using parentQuotationId.
• A new revision copies header, items, customers, and topics only.
• A new revision is created with the revised status when that master option exists.

Consequences:

• Sales can revise commercially meaningful documents without reopening early drafts.
• Approval work can later key off a stable quotation family and revision chain.
• Follow-ups and attachments are still out of the revision snapshot and remain technical debt until explicitly designed.