File a pending quote-correction draft (human approves in Taokeh)
update_quote_draftFILES A PENDING DRAFT ONLY — NOTHING CHANGES UNTIL A HUMAN REVIEWS AND APPROVES IT IN TAOKEH. Propose a correction to a QUOTE that already exists — a wrong price or quantity, a missing or extra line, the wrong date, validity, term or notes. An admin or bookkeeper reviews a plain current → proposed DIFF and approves. A quote posts nothing, so the correction touches no ledger, no stock and no e-invoice. ROUTING — (1) the quote should not exist at all: the owner voids it in Taokeh (Quotes → the quote → Void); there is no AI lane for voiding. (2) the quote is wrong and still OPEN: THIS tool. (3) the quote was already CONVERTED into an invoice or a delivery order: it is closed to edits — correct the document it became (update_invoice_draft or update_delivery_order_draft). A NEW quote is create_quote_draft. WHAT YOU CAN CHANGE: quoteDate, validUntil (null clears it), term, notes (null clears it) and lines. WHAT YOU CANNOT, each refused by name: the CUSTOMER (a quote to someone else is a different quote), the QUOTE NUMBER, the CURRENCY or exchange rate, and converting or voiding. ONLY AN OPEN QUOTE can be corrected — checked when you file and again when the reviewer taps. Leave a line's taxCode out and it inherits this quote's own SST code for its product — unless the quote carries that product under more than one code, when you must state it. A quote taxed at a whole-document rate (no SST codes on its lines) needs taxRate whenever its LINES change (see that field). WHAT HAPPENS ON APPROVAL: the document is updated IN PLACE — same id, same number — through the SAME update Taokeh's own Edit screen runs. Every field you leave out is carried across exactly as it stands (the party, the attention contact, the currency and its frozen exchange rate, the tax) and is never reset. LINES: lines is the FULL replacement set. READ THE LINES FIRST with search_document_lines — each row's lineNo is what a { keep: } entry refers to, and keep is how a line that is already right survives untouched (a measured line keeps its frozen unit and its rounding row). A changed or new line is written in full, in the create tool's line shape, and the server re-derives its quantity and amount. A proposal that changes nothing is refused rather than filed as an empty diff. STALE: if a person edits the document after you read it, the one-tap approval is refused and the reviewer is shown both versions — call revise_draft with this draft's kind to re-read and re-propose. Pass the document's REAL id from search_documents; a document number is refused. A line Taokeh converted from a per-foot or per-piece price prints in tons at a whole-ringgit rate under a note like "(150' @ RM 0.50/feet)": send such a line in its FILED form — thickness, width, tally, unit 'feet' or 'pcs', the per-foot or per-piece price (on a purchase, the supplier's cost) and only the grade as the description, never the printed note. On a correction, a PURCHASE line may instead be sent back exactly as it stands on the document; a SELLING line sent back exactly as it stands is read back into its filed form only when its note's price reproduces it (otherwise keep it with { keep: } where offered, or correct the header only); any other line carrying the note follows the rule for a new line — a selling line read back only at its own tons and rate with no discount, a purchase line refused.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | A SHORT reviewer note in the reviewer's language: what was wrong, what you changed, and anything they should check before approving. | |
| quoteId | Yes | REQUIRED — the quote's real id, from search_documents. A quote number is refused: correcting the wrong document silently is worse than asking which one they mean. | |
| proposed | Yes | ONLY what you want changed. An unknown or not-patchable key is refused by name; a proposal the quote already agrees with is refused rather than filed. | |
| needsReview | No | Set true when something gave you pause — a quantity you inferred, a price the user was unsure about. It flags the draft for the reviewer. | |
| printedTotal | No | The grand total the corrected quote should show, if the user told you one — cross-checked against the server's own figure and flagged on the review screen. |