Quote

Canonical contract for persisted quote payloads.

Identity source_id, connection_id

Attributes

Field

Type

Description

string

Canonical ID — Backfill canonical record ID assigned after persistence. This is distinct from the source-system ID.

source_idrequiredidentity

string

Source ID — Stable external record ID from the source system. Backfill uses this with source_system and, when present, connection_id for idempotent imports and upserts.

source_systemrequired

string

Source System — Connector or provider that supplied the record, such as stripe, shopify, qbo, csv_upload, or manual.

connection_ididentity

string

Connection ID — Backfill tenant connection ID that scopes records to a specific external account, store, realm, or integration instance. It may participate in source identity without being required on every create payload.

subsidiary_id

string

Subsidiary ID — Business entity or subsidiary identifier for multi-entity accounting. Leave blank when the tenant does not use subsidiaries.

document_number

string

Document Number

customer_id

string

Customer ID — Identifier for the related customer record.

statusrequired

string

Status

approval_status

string

Approval Status

draftpending_approvalapprovedrejectedvoid

memo

string

Memo

currencyrequired

string

Currency

total_amountrequired

decimal

Total Amount

issued_at

datetime

Issued At — Timestamp when the source system issued, created, or finalized the document. Backfill can use its date to derive document_date and effective_date.

expires_at

datetime

Expires At

accepted_at

datetime

Accepted At

lines[]

array<object>

Lines

default: []

line_number

integer

Line Number — One-based display order of the line within the document. Use for ordering and presentation, not stable identity.

line_ref

string

Line Ref — Provider-native line reference. Use it to match the same source line across document versions and related documents.

line_type

string

Line Type — Normalized kind of line, such as product, service, discount, tax, shipping, subtotal, or description_only. Used for rollups and posting behavior.

productservicediscounttaxshippingsubtotaldescription_only

detail

object

Line Detail — Typed line-detail payload. It normalizes selected flat line fields into item, discount, subtotal, or description_only shapes so consumers can branch on line kind without inferring from loose fields; the flat line fields remain the canonical compatibility surface.

typerequired

string

Detail Type — Line-detail variant. item covers product or service rows; discount, subtotal, and description_only represent non-item rows.

itemdiscountsubtotaldescription_only

item_id

string

Item ID

sku

string

SKU

quantity

decimal

Quantity

unit_amount

decimal

Unit Amount

account_id

string

Account ID

class_id

string

Class ID

location_id

string

Location ID

product

map

Product

discount_amount

decimal

Discount Amount

discount_percent

decimal

Discount Percent

basis_amount

decimal

Basis Amount

subtotal_amount

decimal

Subtotal Amount

metadata

map

Metadata

description

string

Description

amount

decimal

Amount

currency

string

Currency

quantity

decimal

Quantity

unit_amount

decimal

Unit Amount

sku

string

SKU

product_id

string

Product ID — Identifier for the related product record.

class_id

string

Class ID — Identifier for the related class record.

location_id

string

Location ID — Identifier for the related location record.

tax_code

string

Tax Code

tax_amount

decimal

Tax Amount

taxable_amount

decimal

Taxable Amount

tax_rate

decimal

Tax Rate

tax_status

string

Tax Status

taxableexemptzero_ratedreverse_chargenot_applicable

tax_exempt_reason

string

Tax Exempt Reason

discount_amount

decimal

Discount Amount

amount_includes_tax

boolean

Amount Includes Tax

tax_details[]

array<object>

Tax Details

tax_detail_refrequired

string

Tax Detail Ref

tax_name

string

Tax Name

tax_type

string

Tax Type

tax_code

string

Tax Code

jurisdiction_name

string

Jurisdiction Name

jurisdiction_code

string

Jurisdiction Code

jurisdiction_level

string

Jurisdiction Level

rate

decimal

Rate

taxable_amount

decimal

Taxable Amount

tax_amountrequired

decimal

Tax Amount

amount_includes_taxrequired

boolean

Amount Includes Tax

provider_key

string

Provider Key

provider_tax_rate_ref

string

Provider Tax Rate Ref

provider_detail_ref

string

Provider Detail Ref

taxability_reason

string

Taxability Reason

ship_to_ref

string

Ship To Ref

ship_from_ref

string

Ship From Ref

fulfillment_ref

string

Fulfillment Ref

allocation_ref

string

Allocation Ref

metadata

map

Metadata

product

map

Product

optional

boolean

Optional

discount_percent

decimal

Discount Percent

tiered_pricing

map

Tiered Pricing

dimensions

map

Dimensions

metadata

map

Metadata

dimensions

map

Dimensions

default: %{}

metadata

map

Metadata

default: %{}

TypeScript SDK

Import

Every canonical resource is exposed as a top-level entity global on @backfill-io/sdk.

import { Quote } from "@backfill-io/sdk";

Create

Pass an object matching QuoteCreateInput. Required fields are shown below.

const quote = Quote.create({
  source_id: "source_id_123",
  source_system: "…",
  status: "open",
  currency: "USD",
  total_amount: "100.00",
});

Get and query

Look up a single record by canonical ID, or query with filters and pagination.

const quote = Quote.get("quote_123");

const results = Quote.query({
  where: { },
  orderBy: [{ field: "inserted_at", direction: "desc" }],
  limit: 50,
});

Update

Partial update — pass only the fields you want to change.

Quote.update("quote_123", {
  // …fields to update
});

Delete

Quote.delete("quote_123");

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