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QuoteUnifiedItem is in Preview status and is subject to change without notice. For more information about Preview status, see the GraphQL API policy.

QuoteUnifiedItem

A quote in the unified pipeline.

This page contains

    Fields

    id: ID!

    Stable identifier for this quote.

    quoteNumber: String

    Business key (quote number) in the source system.

    quoteName: String

    Display name for the quote.

    quoteDescription: String

    Longer description (detail view only).

    quoteStage: String

    Pipeline stage (e.g. Prospect, Proposal, Negotiation, Won, Lost).

    sourceSystem: String!

    Source system of record.

    customerName: String

    Customer display name.

    customerEmail: String

    Plain String (not EmailAddress scalar) to match customer-unification precedent.

    customerPhone: String

    Plain String (not PhoneNumber scalar) to match customer-unification precedent.

    customerAddress: String

    Customer address.

    providerName: String

    Provider display name.

    totalMrr: Float

    Total monthly recurring revenue.

    totalNrr: Float

    Total net recurring revenue (detail view only).

    quoteCreatedAt: DateTime

    Quote creation timestamp (RFC 3339).

    updatedAt: DateTime

    Last-activity timestamp (RFC 3339). Per source system: monolith from the latest opportunity_events.createdOn; PS from mcquote.etl_last_modified; box from the originating contract's box_bronze.contract.last_action_date.

    lineItemCount: Int!

    Number of line items on this quote.

    canonicalPartyId: ID

    Canonical party identifier in the unified customer model when this quote is linked to a merged party.

    sourceCustomerId: String

    Source-system customer identifier (warehouse source_customer_id). Used to resolve customer deep links for box and other non-monolith sources. Null when not available.

    salesAgentId: String

    Source-system identifier of the sales agent / quote creator. Null when no agent attribution is available.

    salesAgentName: String

    Display name of the sales agent. Rendered by the UI as the "by " subtitle under Created Date on the quotes table.

    advisorUuid: ID

    Canonical lowercase advisor UUID for this quote (matches party_xref.advisor_uuid). Marketplace-manager UIs use this to filter the list down to a single advisor.

    advisorName: String

    Display name of the advisor that owns this quote; null when no advisor is resolved (e.g. an unmapped UUID).

    lineItems: [QuoteUnifiedLineItem!]! PREVIEW

    Nested line items (populated on detail queries only).

    Parent objects of QuoteUnifiedItem

    QuoteUnifiedPage PREVIEW

    Cursor-paginated list of unified quotes.

    Queries for QuoteUnifiedItem

    quoteUnifiedDetailByAdvisorId PREVIEW

    Full quote detail including line items, scoped to advisor. Returns null when not found.

    quoteUnifiedDetailByMarketplaceTenant PREVIEW

    Full quote detail including line items, scoped to marketplace tenant. Returns null when not found. Authorized for ROLE_CHANNEL_ADMIN only.

    quoteUnifiedListByAdvisorId PREVIEW

    Cursor-paginated list of unified quotes for the advisor with optional search and stage filter. first is capped at 100 server-side.

    quoteUnifiedListByMarketplaceTenant PREVIEW

    Cursor-paginated list of unified quotes in a marketplace tenant. Filters on gold.golden_quotes.marketplace_tenant; spans every advisor in the marketplace. first is capped at 100 server-side. Authorized for ROLE_CHANNEL_ADMIN only.