Refresh prices on draft quotes

The module adds an “Update prices” button on the card of a draft quote.

It first shows, for each line linked to a product: the current price, the up-to-date price, the VAT, the discount and the difference in euros. The difference takes the discount into account, so the sum of the differences matches exactly the change in the quote total — the foot of the table in fact shows the total excl. VAT as it would be after applying.

You untick the lines to leave alone, then you apply. The existing quote is modified: its reference, its history and its links do not change.

The price used

The module follows exactly the order of priority of the Dolibarr core when cloning with the “Update prices with current known prices” option:

1. the product’s base price;
2. if multiple price segments are enabled and the third party has a price level, the price for that level;
3. if customer prices are enabled, the customer-specific price whose validity period covers today’s date.

The module’s test suite compares its result with that of a real core clone, on the same data, and checks that the two figures are identical.

Discounts

By default, the discounts entered on the lines are kept. This is a more cautious choice than that of the Dolibarr clone, which replaces them with the third party’s default discount: a negotiated discount would be lost. The clone behaviour remains available in the module setup, if you prefer it. The preview screen reminds you, below the table, which of the two behaviours is active.

The button appears on the quote card, with the other actions. It is only shown when all these conditions are met: the quote is a draft, you have the module permission and the permission to modify quotes, the quote is within your scope, and it contains at least one line linked to a product. Otherwise, no pointless button is added.

The preview screen is a table with eight columns: selection, product, quantity, current price, up-to-date price, VAT, discount, difference. Lines that cannot be changed appear too, with the reason in plain words in brackets: “free line, left untouched”, “product not found”, “already up to date”. If nothing has changed, the module says so and does not offer to apply.

No screenshot is available for this module yet. See IMAGES.md, which describes the three screenshots to produce and the data set to build.

• A dedicated permission, “Use price update on proposals”.
• Dolibarr’s standard permission on top: create and modify commercial proposals.
• Dolibarr’s usual access control is applied to the quote concerned, which covers multi-company.
• External users: an account linked to a third party can only act on its own third party’s quotes, for the preview as for the write.
• No price coming from the form is used. When applying, each line is recalculated on the server side; only the line identifiers are read, and any identifier foreign to the quote is ignored.
• Transactional write: at the first error, nothing is saved.
• Anti-CSRF token on the form, and refusal to act on a quote that is no longer a draft.

• No table is created, and no complementary attribute either. The module folder does not contain a sql/ directory.
• The module stores two settings in the Dolibarr constants.
• The only data changed are the quote lines you selected, then the header totals, recalculated by Dolibarr.
• Every operation is written to the Dolibarr logs.
• No outgoing connection: nothing is sent anywhere.