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hermes-config/skills/self-hosting/shop-pro-quote/references/service-default-status.md
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2026-07-12 10:17:17 -04:00

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Service Default Status

When a service is added to a new quote, it defaults to Pending (not Approved).

Locations (3 code paths in QuoteGenerator.tsx)

Path Line Description
handleAdd ~147 Catalog search picker
RO import ~777-778 Loading services from a Repair Order
handleAddSuggestion ~959-960 AI-suggested services

All three set approved: false, customerDecision: 'pending' instead of the old default of approved: true, customerDecision: 'approved'.

How It Works

  • The approve/decline/pending toggle buttons in the service list are unchanged — the advisor explicitly approves each service
  • The billableServices() helper in src/lib/totals.ts handles mixed approved/pending correctly: counts all when unanimous, only approved when mixed
  • The "Convert to RO" flow filters on s.approved, so only approved services become RO line items