19 lines
946 B
Markdown
19 lines
946 B
Markdown
Status:
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accepted
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Context:
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Quotation revision was introduced in Task E, but the rules before approval workflow were still ambiguous.
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Task E.1 needs a stable rule so Task F can build approval on top without changing quotation lineage again.
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Decision:
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- Revision is allowed only when the current quotation status is `approved`, `sent`, `accepted`, or `rejected`.
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- Revision is not allowed for `draft` or `cancelled`.
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- A new revision keeps the same quotation family using `parentQuotationId`.
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- A new revision copies header, items, customers, and topics only.
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- A new revision is created with the `revised` status when that master option exists.
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Consequences:
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- Sales can revise commercially meaningful documents without reopening early drafts.
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- Approval work can later key off a stable quotation family and revision chain.
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- Follow-ups and attachments are still out of the revision snapshot and remain technical debt until explicitly designed.
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