OWC Quote
Estimate, change order, invoice/payment handoff, and document workflow shell.
- Route
/quote- Kind
- shopify_embedded_app
- Write Guard
- disabled_until_fake_flow_approval
- Access
- root_owner, kailey_manager_plus, store_manager, store_supervisor
Quote Math Dry Run
Calculates installation baseline pricing without creating an estimate, invoice, or draft order.
This workbench does not create customers, send messages, write inventory, change checkout, or place supplier orders. In Shopify Admin it submits with an App Bridge session token.
Create Fake Quote Draft
This creates local quote and payment-handoff records only. It never creates a Shopify draft order, checkout link, card charge, email, SMS, or public portal access.
OWC Quote App
Owner: Quote project
Owns
- estimate drafts
- change orders
- installation and smoothing line items
- deposit/payment handoffs
- signed document handoffs
May Request From Accounts Core
- client pricing tier
- approval state
- override permissions
- audit actor details
Must Not Own
- customer card data
- public product catalog scraping
- installer media
- inventory labels
Required Audit Events
- quote_created
- price_override_requested
- change_order_created
- payment_handoff_created
Production gate: Keep payment collection inside Shopify/payment provider; do not store cards in OWC apps.
First Workflows
- Create local quote estimate record from project/account context.
- Add install, smoothing, product, travel, and deposit sections.
- Generate change-order preview with audit trail.
- Hand off payment to Shopify/payment provider without storing card data.
Safe Now
- HTTPS shell route is live.
- Draft-order scopes are registered, but live write guard remains off.
- Accounts Core already has local quote/payment-handoff records for preview.
Blocked By
- Final quote pricing/rules UI.
- Per-app Shopify credentials and install.
- Scott approval before draft-order writes.
Next Build
- Build quote list/detail shell using fake personas.
- Add editable quote sections in local-only mode.
- Prepare draft order dry-run output.
Registered Scopes
- read_customers
- read_products
- read_orders
- read_draft_orders
- write_draft_orders
- read_files
- write_files
- read_metaobjects
- write_metaobjects