Update prices on quotes and template invoices

On a draft quote, the module adds an “Update prices” button. On a template invoice, the same button. 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 includes the discount, so the sum of the differences matches exactly the change in the total — the table footer shows the net total as it would be after applying. Uncheck the lines to leave alone, then apply. The existing document is modified: its reference, history and links do not change.

For all template invoices at once, the menu Billing › List of templates › Update template prices opens a screen listing every template with at least one line no longer at the catalogue price: the customer, the date of the next invoice, the number of lines affected, the current total, the up-to-date total and the difference. Filter by customer or product, include suspended templates if needed, uncheck the ones to leave out, and update them all at once. Only the next generated invoices carry the new prices: invoices already issued are never touched.

The price used

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

1. the product’s base price;
2. if multiple price segments are enabled and the third party has a price level, that level’s price;
3. if customer prices are enabled, the customer-specific price — from Dolibarr 22, the one whose validity period covers today’s date.

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

Discounts

By default, discounts entered on the lines are kept. This is a more cautious choice than 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 button appears with the other actions, on the card of a draft quote or of a template invoice, if you have the module permission and the permission to modify that type of document, and if the document contains at least one line linked to a product. Otherwise no useless button is added.

The screen for one document is an eight-column table: selection, product, quantity, current price, up-to-date price, VAT, discount, difference. Lines that cannot be changed are listed too, with the reason in brackets: “free line, left untouched”, “product not found”, “already up to date”.

The template invoices screen shows one row per template, with a Details link to the line-by-line screen, to update only part of a template. On both screens, the total at the bottom follows the boxes you check: what is announced is exactly what will be written.

• A dedicated permission, “Use price update (proposals and template invoices)”.
• Dolibarr’s standard permission on top: modify commercial proposals for quotes, create and modify invoices for template invoices.
• Dolibarr’s usual access control, which covers multi-company.
• External users: an account linked to a third party can only act on that third party’s documents, in the preview as in the write, including on the template invoices screen.
• No price coming from the form is used. When applying, each line is recalculated on the server; only identifiers are read, and any identifier foreign to the document is ignored.
• Transactional writes: for one document, at the first error, nothing is saved. In bulk, each template has its own transaction, and a failure is reported without undoing the others.
• Anti-CSRF token on the forms, and refusal to act on a quote that is no longer a draft.

• No table is created, and no complementary attribute either.
• The module stores two settings in the Dolibarr constants.
• The only data modified is the lines of the quotes and template invoices you selected, then their totals, recalculated by Dolibarr. Invoices already issued are never touched.
• Each operation is written to the Dolibarr logs.
• No outgoing connection: nothing is sent anywhere.