Quotations — Production Guide

Licensing

• Catalog slug: quotations
• Category: Sales (sales)
• Free Marketplace opt-in (not auto-installed)
• Catalog flags: is_default_included = false, is_billable = false, price 0, sort_order = 50
• Hard dependency: requires the Opportunities module — install is blocked at the Marketplace/API level until Opportunities is entitled
• Existing workspaces that already have Quotations keep their subscription (policy change does not uninstall)

Bootstrap

On new workspace create:

1. installDefaultModules() installs published is_default_included modules only (Quotations is never auto-installed)
2. Operators enable Opportunities first, then Quotations, from Marketplace (free / non-billable install activates immediately)
3. Tenant permissions include quotations.* via config/tenant-permissions.php / default role maps

Permissions rollout

New Quotations permissions for existing workspaces ship as an additive data migration using TenantPermissionSynchronizer::grantMissingDefaultRolePermissions([...]). Do not re-seed roles.

Monitoring

• Platform audit events: quotation_created, quotation_updated, quotation_deleted, quotation_assigned, quotation_status_changed, quotation_converted, quotation_note_added
• Notifications: assignment via QuotationAssignedNotification

Deploy checklist

1. Migrate tables (quotations, quotation_lines, quotation_notes, quotation_activities)
2. Register the quotations catalog module via migration (DefaultModuleRegistrar) as free Sales opt-in — not db:seed
3. Register the hard dependency row (quotations → opportunities) via migration
4. Run quotations permissions migration so default roles receive missing quotations.* grants
5. Confirm module:quotations + quotations.* permissions on target roles
6. Deploy Frontend SPA with Quotations nav/pages (mirror Opportunities table + form) when the SPA ships
7. After catalog 1.4.0: confirm quotations.convert grants and that convert stays hidden until Invoices is entitled
8. After catalog 1.9.0: migrate acceptance columns; deploy SPA guest route /#/accept/quotations/:token; smoke Send → Copy accept link / Email → public accept → signer metadata on the record