# 0030 — Quote — Module Triage

**Milestone:** M3
**Owner:** TBD
**Status:** planning

## Goal

Consolidates 23 legacy issues from the
`MetaDrivenPlatform4AI` repo that share the same module / area label,
so they can be triaged together by the corresponding domain IC.

Module label scope: `module/quote`.

## Acceptance criteria

- [ ] All `ported` children below have a Story or Bug filed in pingcap-pack
- [ ] All filed Stories / Bugs have a linked test (existing or to-write task with scaffold)
- [ ] Engineering review confirms which children are still applicable under the new project's design

## Stories / Bugs (filed as GitHub issues)

23 children classified `ported`. Phase 3/4 will file each as
a Story (capability) or Bug (defect) in this repo and back-reference the
legacy issue. Initial child list:

- [ ] #TBD — legacy MetaDrivenPlatform4AI#1337 — bug(quote): "Quote Number" column appears twice in list view
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1338 — bug(quote): Columns button click produces no dialog in Quote list view
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1339 — bug(quote): Record Type selection "Next" button has no effect — blocks record creation
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1484 — Quote Product detail shows duplicate "Net Fees" fields with inconsistent labels and values
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1485 — Quote: Line Items list should display full pricing columns (Unit List Price; Discount; Net fees; etc.) matching Opportunity product table
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1486 — Quote Line Items list: Discount column missing from list view
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1487 — Quote Line Items: Name and Opportunity Product fields show system auto-numbers instead of human-readable names
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1616 — [Quote Approval] Submit for Approval fails with 'entryCriteria' validation error on Quote JP-QT-26042001
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1624 — [Quote Line Item] 'Quote' field displays Salesforce Record ID instead of Quote Name (JP-QT-xxxxxxxx)
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1625 — [Quote Line Item] 'Opportunity Product'; 'Product'; and 'Name' fields display IDs instead of product names
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1628 — Required field indicators (*) on Create Quote form do not match actual required fields
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1867 — Record Type field is blank on new Quotes; should be auto-inherited from Opportunity Record Type
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1868 — Initial Quote Record lookup search returns no results
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1869 — Recall fails to revert quote state — status not reset; Approval Chain incorrectly shows Approved instead of Recalled; Submit for Approval button does not reappear
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1874 — Product Name not auto-populated from Opportunity when creating a new quote
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1875 — Submit for Approval dialog should not show 'Next Approver' field — misleads sales into bypassing standard approval routing
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1906 — [Quote Approval] Approval steps only notify one approver instead of all configured approvers
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1907 — [Quote Approval] After approval; Pending Approval banner and chain badge remain stuck in Pending state instead of advancing to next step
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1946 — Quote: Approval Chain displays all 7 steps regardless of step criteria; hiding actual required approvers
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1985 — Quote Line Items not created when new Quote is created from Opportunity
- [ ] #TBD — legacy MetaDrivenPlatform4AI#1986 — Submit for Approval fails with 'entryCriteria' validation error — Quote does not meet Approval Process entry criteria
- [ ] #TBD — legacy MetaDrivenPlatform4AI#2033 — [Quote Approval] Approver comments not saved or displayed anywhere in the approval chain
- [ ] #TBD — legacy MetaDrivenPlatform4AI#2147 — refactor(records): move Quote-to-Order business gate out of public core

## Non-goals

- Re-port legacy fixes that are no longer relevant under the new project's
  pure-platform design — engineering identifies these case-by-case
- Layer-belonging classification (L0 / L1 / L2) — engineering's job

## History

- 2026-05-03 — created during Phase 2 from clustered orphan issues.

## Stories (filed in Phase 3)

_Pending Phase 3 synthesis._