Quotes

Change the commercial status of a quote

Moves the OPERATIVE status of the active version of the quote —pending, confirmed or cancelled— and leaves an optional note in the history.

Tool
filmo_quotes_update_status
Access: Write

Result

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "filmo_quotes_update_status",
    "arguments": {
      "quoteId": "quot_8f2a1c",
      "status": "pending"
    }
  }
}

generated from the schema

Confirming a version moves ALL the others to superseded, including another one that was confirmed: it is the rule that leaves a single one in force, and it is not visible in the body. superseded cannot be set by hand; the system sets it. It does NOT touch the tax status (draft / validated): the document path is for that. It requires sales documents in the plan of the account (402 without it). Returns the full quote, the same projection as its GET.

Arguments

quoteIdstringRequired

Quote identifier.

Limits: min length 1

statusstringRequired

New commercial status of the active version: pending (awaiting an answer), confirmed (accepted; the other versions become superseded) or cancelled (rejected or cancelled).

Available options: pending, confirmed, cancelled

notesstring

Note stored in the quote history alongside the status change.

Limits: max length 1000

idempotencyKeystring

Idempotency key chosen by the client (a UUID is recommended). Repeating the same key with the same arguments within 24 h returns the stored response without executing again; with different arguments it responds 422. It is the safe way to retry after a network failure.

Limits: min length 1, max length 255

ifMatchstring

Optimistic locking: the meta.etag you got from the detail read of this resource (or "*"). If the resource changed since, the call fails with 412 precondition_failed before writing anything; read it again and retry. Omit it to write unconditionally.

Limits: min length 1

Result

On success the result carries structuredContent with data and meta. These are the attributes of data.

Show the attributes of data
idstring

Unique quote identifier (container).

quoteNumberstring

Human-readable quote number.

versionNumberinteger

Number of the active version of the quote.

statusstring

Document lifecycle status of the active version: draft or validated (validated and numbered).

Available options: draft, validated

operativeStatusstring

Commercial status of the active version: pending (awaiting an answer), confirmed (accepted), cancelled (rejected/cancelled) or superseded (replaced).

Available options: pending, confirmed, cancelled, superseded

issueDatestring<date-time> | null

Issue date of the active version in ISO 8601 with offset; null if not issued.

validUntilstring<date-time> | null

Validity date of the quote in ISO 8601 with offset; null if not set.

startDatestring<date-time>

Start of the quoted rental period in ISO 8601 with offset.

endDatestring<date-time>

End of the quoted rental period in ISO 8601 with offset.

currencystring

Quote currency as an ISO 4217 code (for example "EUR").

contactobject | null

Compact reference to the quote contact; null if none.

Show child attributes
contact.idstring

Unique contact identifier.

contact.namestring

Contact name.

orderIdstring | null

Identifier of the linked order; null if not linked.

orderNumberstring | null

Number of the linked order; null if not linked.

projectIdstring | null

Identifier of the linked project; null if not linked.

subTotalstring

Subtotal before discounts and taxes, as a decimal string "1234.50" (ROUND_HALF_UP).

Limits: pattern ^-?\d+\.\d{2}$

discountTotalstring

Total discounts as a decimal string "1234.50" (ROUND_HALF_UP).

Limits: pattern ^-?\d+\.\d{2}$

taxesPricestring

Tax total as a decimal string "1234.50" (ROUND_HALF_UP).

Limits: pattern ^-?\d+\.\d{2}$

netPricestring

Taxable base (net before taxes) as a decimal string "1234.50" (ROUND_HALF_UP).

Limits: pattern ^-?\d+\.\d{2}$

grossPricestring

Total including taxes, as a decimal string "1234.50" (ROUND_HALF_UP).

Limits: pattern ^-?\d+\.\d{2}$

totalPaidstring | null

Amount collected against the quote as a decimal string "1234.50" (ROUND_HALF_UP); null if not recorded.

Limits: pattern ^-?\d+\.\d{2}$

createdAtstring<date-time>

Creation date of the container in ISO 8601 with offset.

updatedAtstring<date-time>

Last update date in ISO 8601 with offset.

projectNamestring | null

Name of the linked project; null if not linked.

taxBreakdownobject[] | null

Tax breakdown by type; null if not calculated.

Show child attributes
taxBreakdown.taxTypestring

Tax type key (for example "IVA_21").

taxBreakdown.labelstring

Human-readable tax label.

taxBreakdown.ratenumber

Tax rate applied, as a percentage (for example 21 for 21%).

taxBreakdown.baseAmountstring

Taxable base the tax is applied to, as a decimal string "1234.50" (ROUND_HALF_UP).

Limits: pattern ^-?\d+\.\d{2}$

taxBreakdown.amountstring

Tax amount as a decimal string "1234.50" (ROUND_HALF_UP).

Limits: pattern ^-?\d+\.\d{2}$

An error is a result with isError: true and the problem in content[0].text; there is no structuredContent. See Errors.

The same operation by REST

This tool runs PATCH /api/v1/quotes/{quoteId}/status.

  • Quotes

    Change the commercial status of a quote

    Moves the OPERATIVE status of the active version of the quote —pending, confirmed or cancelled— and leaves an optional note in the history.

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    Errors

    A tool error is a result with isError: true and the problem in the first text block. Branch on its code.